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NZ Analytics Accounts

Analytics NZ Analytics

Accounts with the Design Analytics role in the Network Zone are coordinated by the Alma/Primo Adv...

Updated 9 months ago by Aaron Krebeck

Welcome

Training Videos

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

Updated 9 months ago by Aaron Krebeck

Shared Collections Facility Policies

General WRLC/SCF Configurations and Pol... Shared Collections Facility Policies an...

Use of Shared Collections Facility WRLC members share the cost of operating the offsite storag...

Updated 9 months ago by Aaron Krebeck

Shared Collections Facility Planning Guide

General WRLC/SCF Configurations and Pol... Shared Collections Facility Policies an...

What types of materials can be stored?   The WRLC Shared Collections Facility is optimized for ...

Updated 9 months ago by Aaron Krebeck

WRLC Instances

Admin

Below is a comprehensive list of all instances (Alma, Primo VE, and Sandboxes) in the WRLC Networ...

Updated 9 months ago by Jackie Saavedra

Update the Resource Sharing Partners for the PSB

PSB - Network Zone Configuration after ...

The Resource Sharing partners that are template members will need to have their URL parameter upd...

Updated 9 months ago by Kathy Kilduff

Update Rota Template Members

PSB - Network Zone Configuration after ...

After the refresh, the Rota Template has the full compliment of partners for Consortium Book Borr...

Updated 9 months ago by Kathy Kilduff

Updating a patron's linked account.

Fulfillment wrlc user

Patron linked accounts can be updated in several ways. If a patron renews an item on loan from...

Updated 9 months ago by Kathy Kilduff

Institution Zone Configuration

Configuration

Below are the recommended configuration settings for WRLC Institution Zones. Configurati...

Updated 9 months ago by Jackie Saavedra

Managing Custom Banner Notifications in Primo VE

Discovery - Primo VE

To include an alert banner message in your institution's Primo VE discovery interface, simply fil...

Updated 9 months ago by Joel Shields

Open Access Community Zone Collections in the NZ

Resources - Electronic Resources -Electronic Policies

A number of Open Access (OA) Community Zone (CZ) collections are activated and managed in the WRL...

Updated 9 months ago by Jackie Saavedra

Shared Open Access E-Resource Collections Workflow

Resources - Electronic Resources - Electronic Workflows and Ho...

Involved Parties: CCC APAC NZ Manager ERC  NEW RESOURCES Requests from any library for new open...

Updated 9 months ago by Jackie Saavedra

Secondary Resource Types

Discovery - Primo VE Discovery - Primo VE Configuration

In August of 2022, Ex Libris introduced a new feature for Primo VE - secondary resource types. Th...

Updated 10 months ago by Jackie Saavedra

Item Record Description Policies and Templates

Resources - Metadata Resources - Metadata Policies

Item record descriptions for print periodicals should follow the guidelines below. Every effort s...

Updated 11 months ago by Jackie Saavedra

Pull Slip (Ful Resource Request Slip Letter)

Fulfillment Letters managed in the NZ for Physical ...

The Pull Slip is managed for our partners to provide consistency for the displayed location codes...

Updated 11 months ago by Kathy Kilduff

Pull Slip (Ful Resource Request Slip Letter)

Network Zone Configuration of the CLS/AFN Letters managed in the NZ for Physical ...

The Pull Slip is managed for our partners to provide consistency for the displayed location codes...

Updated 11 months ago by Kathy Kilduff

On Hold Shelf Letter

SCF Physical Item Requests Letters managed in the NZ for Physical ...

The On Hold Shelf Letter is managed in the Network Zone so that specific library instructions can...

Updated 11 months ago by Kathy Kilduff

URLs in Alma Bibliographic Records

Resources - Electronic Resources -Electronic Policies

Introduction This policy establishes guidelines on the inclusion of institution-specific uniform...

Updated 11 months ago by Jackie Saavedra

Placement of Electronic Resources in Alma

Resources - Electronic Resources -Electronic Policies

Introduction This policy establishes guidelines on where bibliographic records for electronic re...

Updated 11 months ago by Jackie Saavedra

How to create new bibliographic records in the Metadata Editor

Resources - Metadata Resources - Metadata Workflows and How-...

1. Open the Metadata Editor. 2. Choose Records on the top left-hand corner, then choose New > Pl...

Updated 1 year ago by Jackie Saavedra