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Shared Collections Facility Planning Guide

General WRLC/SCF Policies Shared Collections Facility Policies

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

Updated 1 year ago by Aaron Krebeck

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 1 year ago by Kathy Kilduff

Institution Zone Configuration

Configuration

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

Updated 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year ago by Jackie Saavedra

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 1 year 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 1 year 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 1 year 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

How to merge bibliographic records

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

Alma provides the ability to merge two bibliographic records in the Metadata Editor. This is help...

Updated 1 year ago by Jackie Saavedra

Metadata Editor Warnings (MARC21 Bib Extensions)

Resources - Metadata Resources - Metadata Configuration

When a record is opened in Alma’s Metadata Editor, Alma checks the record for a variety of charac...

Updated 1 year ago by Jackie Saavedra

Merge Rules

Resources - Metadata Resources - Metadata Configuration

It is WRLC policy to use one of three specific merge rules when merging records; these rules were...

Updated 1 year ago by Jackie Saavedra

E-Resources Training Sessions 2021

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

Session 1 | E-Resources Basics   Session 2 | Advanced E-Resources   Session 3 | E-Resourc...

Updated 1 year ago by Jackie Saavedra

How to link and unlink bibliographic records from the NZ

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

Linking bibliographic records to the NZ Open the bibliographic record in the Metadata Editor. ...

Updated 1 year ago by Jackie Saavedra

Match Profile in the Metadata Editor

Resources - Metadata Resources - Metadata Configuration

Match methods in Alma are primarily used in import profiles to determine whether an incoming reco...

Updated 1 year ago by Jackie Saavedra

How to relink holdings records

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

There are two different ways to relink a holdings record; either through an Alma search or in the...

Updated 1 year ago by Jackie Saavedra

How to set up automatic holdings for e-resources

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

Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejour...

Updated 1 year ago by Jackie Saavedra