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Faculty Due Date Maintenance
...rary level. Go To: Alma --> Configuration --> General --> Libraries --> Add a Library or Edit Library Information Select the Calendar Management tab. Click on the ellipsis to Edit the "End of Term WRLC Faculty" date. Select Edit. Click on the cal...
How to set up automatic holdings for e-resources
...tegration profiles. Within Alma Configuration, you need to create a separate integration profile for each provider. The process for creating these profiles is the same for every provider: Select a provider Enter account information (obtained in...
Display Logic Rules for the AFN/CLS Request Form in Primo
... in Primo can be found on the Display Logic Rules for the AFN/CLS Request Form in Primo page of the WRLC Alma Wiki. These configuration settings determine when and for whom various Primo links appear for patrons, including the link to the CLS Request Form.
How to Add a Patron to the Database
...ely? Yes, but verify SIS configuration first. What if I forget to fill in a required field? Alma will not save the record; missing fields are highlighted in red. Fill them and retry. How can I import multiple local patrons at once? ...
How to Manage Item Holds
... determined by your fulfillment configuration and can be extended via <Update Expiry>. What should I do with items under the Expired Hold Shelf that patrons never collected? Reshelve them, forward them to the appropriate location, or activate...
How to Process Borrowed Peer to Peer (P2P) Items
... available. Check Fulfillment > Configuration > Printing>. Can we reuse previous P2P pull slips? Discarding old slips because request data changes after each workflow stage. Why is the Transit Destination message important? It c...
How to Process Loaned Peer to Peer (P2P) Items
... available. Check Fulfillment > Configuration > Printing>. Can we reuse previous P2P pull slips? Discarding old slips because request data changes after each workflow stage. Why is the Transit Destination message important? It c...
Item's Home Institution: Marking Items Claimed Return
...st billing is typically paused (configuration dependent) Staff are expected to perform a physical search per their library's in-house policies Frequently Asked Questions What is the difference between Claimed Returned and Lost? Claimed Returned ...
UDC Barcode Update Form
... forms· Alma APIs· Alma Network configuration· Reports / queries used: None· Credentials referenced:· NZ Production - Alma APIs - Read & Write· NZ Sandbox - Alma APIs - Read & Write How it works Logic overview · Start: The workflow begins when a staf...
Managing Named Users in Alma: Multi-Step Process
...report is used. Alma Users API configuration:• Full user expansion• Page size up to 50• Offset-based pagination How it works Logic overviewThe form validates the selected environment, cutoff date, and scan limit. The cutoff is stored as 23:59:5...