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Using this Wiki
Helpful training and tips to get started with the Alma Documentation Wiki
Localized Policies and Workflows
Centralized Policies and Workflows
Training Videos
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Discovery - Primo VE
SCF
Georgetown University
Policies, Configurations, and Workflows specific to this university and its IZ. Note: this content may also be applicable to other IZs or may be similar enough to serve as templates for other IZs.
George Washington University
Policies, Configurations, and Workflows specific to this university and its IZ. Note: this content may also be applicable to other IZs or may be similar enough to serve as templates for other IZs.
General WRLC/SCF Configurations and Policies
This section is for systemwide policies and configurations that aren't strictly within the Alma/Primo environment
Resources - Metadata
This section contains information on policies, workflows, how-to's, and configuration settings for metadata in the WRLC Alma environment.
Resources - Electronic
This section contains information on policies, workflows, how-to's, and configuration settings for electronic resources in the WRLC Alma environment. Information about shared WRLC electronic collections can also be found here.
Sandboxes
This section contains information about the Alma and Primo sandboxes available to consortial staff,
Analytics
This sections contains information on Alma Analytics.
Admin
This section is for policies and configurations related to User Admin or other systemwide policies and configurations that aren't strictly within the Alma/Primo environment like URL addressing for WRLC instances.
SCF Physical Item Requests
All things related to SCF processing of physical item request from the SCFapp.
Fulfillment
How material, both physical and digitized, is shared with patrons. Types of Fulfillment requests include: Booking Hold CLS/AFN Resource Sharing Move (both temporary and permanent) ILL (both physical and digitization)
AFN/CLS related tasks
Tasks to be performed by all to maintain CLS performance.
Network Zone Configuration of the CLS/AFN
Staging: Network Zone configuration
Addons
Staging area for Addon documentation
Configuration
This section contains information on both Network Zone and Institution Zone configuration settings in the WRLC Alma environment.
PSB - Network Zone Configuration after refresh
The Premium Sandboxes are refreshed twice a year. This copies the latest configurations from production Alma into the PSB Network Zone and the 3 PSB IZs. Several configuration changes need to be made so that the AFN will work correctly.
Support Assistance
This section is for: How to request assistance from the WRLC or ExLibris How you can submit an Alma or Primo enhancement idea (and vote) to the ExLibris Idea Exchange Information on how the WRLC's Alma Primo Advisory Committee (APAC) partners with fellow...
Other
Other WRLC staff only information
NZ Analytics
Resources - Metadata Configuration
Resource Sharing
Resource Sharing
SCF Procedures
Resources - Metadata Policies
Resources - Metadata Workflows and How-To's
Physical Item Delivery
Information associated with delivery.
Physical Item Processing
Resources -Electronic Policies
Resources - Electronic Workflows and How-To's
Faculty Due Date Maintenance
Each IZ that participates in consortial lending will need to maintain this date on their calendars.
NZ Configuration
Configuration steps taken in the Network Zone. For reference, see "Configuring Fulfillment Information in the Network Zone" (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Usin...
Remote Stg App RequestHandler Errors
CLS/AFN
Common policies and task related to consortial lending and borrowing.
Addons
Information on Addons that enhance SCF processing of both physical and digitial requests.
Libraries and Location codes
Partners with Library Names, Pull Slip Codes and Courier Slip Code.
ILLiad Physical item request in Alma
SCF request processing is transitioning from using emails for items to be sent to fill an ILLiad request for our partners to requests generated in Alma by the Alma_Physical_Addon. This new request path provides for more accountability and documentation. It w...
ILLiad Digitization request in Alma
RSAC decided that all digitization request be made though ILLiad. To facilitate requests for material held at the SCF, the Alma digitization addon for ILLiad was created. This Addon takes an ILLiad digitiation request and creates an Alma digitization reques...
Resource Sharing
How to activate Community Zone Collections
In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to users, it must first be activated. When activating from the Community Zone (CZ), the Collection or Portfolio is activated and then becomes a part of the Institutio...
How to create an Alma import profile
There are several types of import profiles in Alma. Different import profiles may be appropriate for different types of materials. Creating a Repository Import Profile Repository import profiles are the most common import profile type you will create in...
How to set up automatic holdings for e-resources
Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejournal, and database holdings in the Institution Zone (IZ) on behalf of that library and update them on a regular basis. This eliminates the need for manual activatio...
Placement of Electronic Resources in Alma
Introduction This policy establishes guidelines on where bibliographic records for electronic resources should be placed within the Ex Libris Alma architecture. This policy applies to all staff members of Washington Research Library Consortium (WRLC) institut...
URLs in Alma Bibliographic Records
Introduction This policy establishes guidelines on the inclusion of institution-specific uniform resource locators (URLs) in bibliographic records for electronic resources within the Ex Libris Alma architecture. This policy applies to all staff members of Was...
Formatting Copy-Specific Metadata
Adding Copy-Specific Metadata in Alma Copy-specific information can be included in the following fields. Some of these fields may need to be configured for display and/or search in some instances of Primo VE. Copy-specific metadata in holdings records: 541...
Alma/Primo Sandboxes
Alma/Primo Sandboxes WRLC has three premium Alma/Primo sandboxes, with data and configurations from the following IZs: American: https://wrlc-amu-psb.alma.exlibrisgroup.com - [ Primo ] District of Columbia: https://wrlc-doc-psb.alma.exlibrisgroup.com - ...
NZ Analytics Accounts
Accounts with the Design Analytics role in the Network Zone are coordinated by the Alma/Primo Advisory Committee. All accounts are individual accounts; no generic or group accounts for Alma Analytics in the NZ will be created for library staff. To request an ...
Making Changes to WRLC Network Zone Bibliographic Records
Last revised: September 30, 2022 Please direct any questions or comments about this document to the WRLC Metadata Committee: metadata@list.wrlc.org When in doubt: ask. Any questions about editing or changing Network Zone (NZ) bib. records can be posted to t...
Getting Started
Power User Features
Walkthrough of Features
Principles for Working in WRLC’s Alma Network Zone
Last revised: March 29, 2019 Please direct any questions or comments about these principles to the WRLC Metadata Committee: metadata@list.wrlc.org Do no harm. Please see the WRLC Network Zone Bibliographic Record Policies, the Making Changes to WRLC Netw...
WRLC Network Zone Bibliographic Record Policies
Please direct any questions or comments about these policies to the WRLC Metadata Committee: metadata@list.wrlc.org BACKGROUND The WRLC Metadata Committee was tasked to provide policies regarding a shared catalog in Alma integrated library system. Below s...
Fields That can be Deleted in the WRLC Network Zone Without Consultation
Updated March 22, 2024 Please direct any questions or comments about this document to the WRLC Metadata Committee: metadata@list.wrlc.org When in doubt: ask. Any questions about deleting fields in Network Zone (NZ) bib. records can be posted to the message ...
Item Record Description Policies and Templates
Item record descriptions for print periodicals should follow the guidelines below. Every effort should be made to adhere to these guidelines for newly cataloged items. Legacy records should be corrected only as time and resources allow. For a full list of W...
Recommendations for Print Periodicals in the Washington Research Library Consortium
The following are recommendations for print periodicals written by the Serial Holdings Subgroup and approved by the Metadata Committee in fiscal year 2023. The purpose of these recommendations is to standardize serial holding and item records in the WRLC Alm...
Metadata in the WRLC Training Sessions 2022
Session 1 | What you need to know (WRLC Overview) Presented by Jackie Saavedra, WRLC, on October 18, 2022 Session 2 | Meet Alma (Introduction to the Alma ILS) Presented by Jen Froetschel, GW, on October 25, 2022 Session 3 | Using the Metadata Editor P...
Metadata Editor Warnings (MARC21 Bib Extensions)
When a record is opened in Alma’s Metadata Editor, Alma checks the record for a variety of characteristics such as missing information, invalid information, duplicate records, and so forth. If an issue is found, it is presented as a warning at the bottom of th...
Secondary Resource Types
In August of 2022, Ex Libris introduced a new feature for Primo VE - secondary resource types. This feature allows records to have at least two resource types. The main resource type will continue to appear in the record view in Primo. The secondary resource t...