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SCF maintenance
Several jobs that should be run on the SCF IZ.
SCFapp cofiguration file
Information on the location and the elements of conf.json.
Notices managed by WRLC staff
Currently there are 3 Alma notices that are managed by the WRLC staff. On Hold Shelf Letter - managed in and distributed from the NZ Ful Resource Request Slip Letter (Pull Slip) - managed in and distributed from the NZ for all IZs except the SCF. Ful Reso...
Resources - Electronic Configuration
Letters managed in the NZ for Physical Item Requests
There are two letters managed in the network zone for our partners.
Letters managed in the NZ for Physical Item Requests
There are two letters managed in the network zone for our partners.
Letters managed in the NZ for Physical Item Requests
There are two letters managed in the network zone for our partners.
wrlc user
Patron accounts with the "wrlc user" user group are patron accounts in an IZ that is not their home IZ. These are often referred to as Linked Accounts. Linked accounts are created when a patron makes a CLS/AFN request that can be filled by a partner.
Discovery - Primo VE Configuration
Shared Collections Facility Policies and Workflows
Standard Opening Hours Maintenance
Each IZ will at some point (less than every 3 years) need to update their Standard Opening Hours.
Reference
WRLC Service Desk (Request Tracker)
WRLC HQ uses a software called Request Tracker or RT to manage help desk service.
ExLibris Support Portal (Sales Force)
Clarivate (the Ex Libris parent company) uses a software called Sales Force to manage help desk service.
ExLibris Idea Exchange
Have an idea for ExLibris? Use the ExLibris Idea Exchange to: Share your ideas Support your favorite ideas Get feedback on popular ideas
NERS Alma and Primo Enhancement Requests
Each year, voting for enhancement requests for ExLibris products occurs in a process known as NERS (the New Enhancements Request System) and is used to support voting by ELUNA members, the ExLibris User Group community- of which the WRLC is a member!
Authority Control
The WRLC Network Zone runs two different jobs in Alma for authority control: the Link BIB Headings job, and the Preferred Term Correction job. The former links authority headings to an authority record, and the latter changes the heading from the non-preferred...
CDI Best Practices and Recommendations
CDI Defined Central Discovery Index (CDI) is a database of citations gathered from a wide array of sources such as journal articles, e-books, legal documents and more. They are harvested from thousands of primary and secondary commercial publishers and aggreg...
Shared Electronic Collections
Below is a list of current shared electronic collections that are kept and managed in the WRLC Network Zone. The table is updated as new collections are added. You can find links to the original Google Sheet (as well as Google Sheets for previous years) on the...
Requesting Booth Special Collections Material From SCF via Alma
Requesting Booth items from SCF via Alma Initial Alma setup Log in to Alma at https://library.georgetown.edu/alma (this will use your GU credentials) On the "Please choose your current desk/department" popup, select "Booth Family Center for Special Collec...
Welcome
Welcome to the WRLC wiki for Alma, Primo, and related software configurations and workflows. Material here is organized much like a physical library. Information in broad subject areas like centralized Alma configurations are organized in the wiki's shelves....
Requesting Special Collections Material in Alma
This document contains step-by-step instructions and other helpful information specific to using Alma Fulfillment in Special Collections 1. Requesting items in Alma a. Decision Matrix b. Steps for requesting books or boxes in Alma 2. Tracking requests ...
Processing Books (Part 1) - Using the SCF Processing website and Grima
Item Call Number (Part 1 of the processing) (Trays have no labels) You will be using three different programs: 1) SCF Processing website 2) Grima 3) Alma (SCF IZ) SCF Processing website: -Username: -Password: Grima: -Username: -Password...
Processing New Books from AU via Courier
We get new books from American via courier. They will have a slip that says, “WRLC: Route to Tammy, New to be added from AU” After they arrive, scan in the books in SCF IZ then add the following message to internal note 1. You can use the Grima to...
Processing Books (Part 2) - Using the SCF Processing website and Grima
Internal Note 1 (Part 2 of the processing) (Trays have labels) You will be using three different programs: 1) SCF Processing website 2) Grima 3) Alma (SCF IZ) SCF Processing website: -Username: -Password: Grima: -Username: -Password: ...
WRLC Storage Reshelving Procedures for BOOKS
WRLC Storage Reshelving Procedures for BOOKS 1. Scanning Procedures Aim scanner and press the trigger to scan each barcode Scan the tray location barcode on the tray then the item barcode on the book. If more than one book need to go in t...
WRLC Storage Reshelving Procedures for ARCHIVAL MATERIALS
1. Scanning Procedures Aim scanner and press the trigger to scan each barcode Scan the shelf location barcode on the shelf then the item barcode on the box. If more than one box need to go on the same shelf, the shelf location bar...
Pre-Reshelving Procedures
Remove books from shelf (2 rows, ex. row 1 & 2) and place on the library cart. Put books in order Open the list template file (Word) found in: S:\Storage Refiles\Alma\Books\List template Tammy Fill out the info for: Date Row list created by ...
Delivery locations with Codes
Partners with Library Names, Pull Slip Codes and Courier Slip Code Institution Name (IZ) Library name Location Code (Pull Slip) Courier Slip Code American University American University Library AU AU AU, Washington College of Law Library...
Physical item request that originated as "RESOURCE SHARING PHYSICAL SHIPMENT" requests
Resource Sharing Physical Shipment Item Requests through Alma The SCF has started to fill a new type of request. Initially, these requests will assist some of our partners (AU, GW, MU) fill “Resource Sharing” requests from libraries outside of our consortium...
Physical item request that originated as an ILLiad physical item request
ILLIad Physical Item Requests through Alma The SCF will start to transition to filling ILLiad physical item requests through Alma. Currently these requests are made via email. These new requests can be identified as ILLiad requests using the pull slip. ...
Physical item request that originated as a "MOVE TO TEMPORARY" request
Faculty Due Dates
Each IZ that participates in consortial lending needs to maintain the fixed due date on their calendars for patrons in "wrlc user" user group with the "WRLC Faculty" job category. This is done 3 time a year so that Faculty can have loans that last the semeste...
Procedure: Update the Faculty Due Date
The following procedure assumes that the "End of Term WRLC Faculty" date is configured at and inherited from the Institution's Calendar. All Libraries under the IZ that have this date on their calendar will be updated by the procedure below. If you do not ha...
1. Configure Borrowing and Lending workflows
Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Workflow Profiles Note: Later as part of the configuration for Resource Sharing with SUNY 2 additional profiles were added. TBD - SUNY, Other cofigurations.
2. Create locate profiles
Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Locate Profiles Type is "Fulfillment Network"