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Subworkflow – Remove WRLC Retention

Library Open Workflows Workflow Catalog

This subworkflow removes WRLC retention commitments from a specified item by clearing retention-r...

Updated 2 days ago by Jackie Saavedra

Subworkflow – Add WRLC Retention

Library Open Workflows Workflow Catalog

This subworkflow applies a WRLC retention commitment to a specified item by setting the retention...

Updated 2 days ago by Jackie Saavedra

WRLC Retention

Library Open Workflows Workflow Catalog

Processes a user-uploaded CSV of barcodes to bulk add or remove WRLC retention commitments across...

Updated 2 days ago by Jackie Saavedra

OCLC Multi Match List Page

Library Open Workflows Workflow Catalog

Automatically generates a daily Excel report of all OCLC multi-match bibliographic records fr...

Updated 2 days ago by Jackie Saavedra

AFN Network Zone Configurations

Fulfillment Consortium Loan Services (CLS)/ Automat...

The following Automated Fulfillment Network (AFN) configurations are set in the WRLC Network Zone...

Updated 2 days ago by Jackie Saavedra

CLS Lost In Transit | Expired Hold Shelf Reconciliation Audit 2026

Fulfillment Consortium Loan Services (CLS)/ Automat...

On an annual basis, WRLC AFN libraries, that participate in CLS (Consortium Loan Services), condu...

Updated 2 days ago by Angelique Carson

AFN Digitization Workflow

Fulfillment Fulfillment Procedures

This workflow defines the WRLC-wide, institution-neutral procedure for submitting, processing, an...

Updated 2 days ago by Angelique Carson

Trinity Students/Faculty update purge dates

Library Open Workflows Workflow Catalog

Creates a set of non-expired patron accounts for Trinity University faculty and students in the S...

Updated 3 days ago by Jackie Saavedra

SCF - Update Internal Note 1

Library Open Workflows Workflow Catalog

A form is used to input and update the Internal Note 1 field in both the Shared Collections Facil...

Updated 3 days ago by Jackie Saavedra

OCLC Job Reports

Library Open Workflows Workflow Catalog

Gathers job report statistics from Network Zone import profiles (specifically OCLC Overlay import...

Updated 3 days ago by Jackie Saavedra

Delete set from “Identify non-CZ e-book wo inventory, not used by Network”

Library Open Workflows Workflow Catalog

Identifies and deletes a set of records created by a prior Alma job (Identify non-CZ e-book wo in...

Updated 3 days ago by Jackie Saavedra

How to Share a Use Case with WRLC HQ

Library Open Workflows

Overview WRLC welcomes ideas from the community about Alma workflows and integrations that could...

Updated 5 days ago by Jamie Kutzuba

How to Add a Pop Up Note to a Patron's Account

Fulfillment Fulfillment Procedures

A pop-up note is used to alert library staff to important information about a patron when their r...

Updated 1 week ago by Angelique Carson

Discharging CLS Hold Shelf Items

Fulfillment Consortium Loan Services (CLS)/ Automat...

This workflow explains how to properly discharge CLS (Consortium Library Services) Hold Shelf i...

Updated 1 week ago by Angelique Carson

Expired Hold Shelf Audit Workflow

Fulfillment Consortium Loan Services (CLS)/ Automat...

This workflow is used when auditing items that appear on the Expired Hold Shelf but cannot be p...

Updated 1 week ago by Angelique Carson

Peer-to-Peer (P2P) Resource Sharing at WRLC

Fulfillment Peer to Peer Resource Sharing

Peer-to-Peer (P2P) resource sharing is a library-to-library lending model that enables academic l...

Updated 2 weeks ago by Angelique Carson

Shared Electronic Collections

Resources - Electronic

Below is a list of current shared electronic collections that are kept and managed in the WRLC Ne...

Updated 2 weeks ago by Jackie Saavedra

Linked Patron Accounts

Fulfillment Consortium Loan Services (CLS)/ Automat...

How to update a Linked Patron Account Patron linked accounts can be updated in several ways. ...

Updated 3 weeks ago by Jackie Saavedra

Alma/Primo Sandboxes

Sandboxes

Alma/Primo Sandboxes WRLC has three premium Alma/Primo sandboxes, with data and configurations f...

Updated 3 weeks ago by Jackie Saavedra

Welcome

Training Videos

Welcome to the WRLC wiki for Alma, Primo, and related software configurations and workflows.  Mat...

Updated 3 weeks ago by Aaron Krebeck