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60 total results found

Resource Sharing Form (Delivery Fields)

Discovery - Primo VE Discovery - Primo VE Configuration

...on of the Resource Sharing Form configuration determines which (if any) picku ...e following are the recommended configurations for WRLC institutions particip ...ur consortia uses the Discovery configuration below to only show IZ-only loca ...quest items in Primo. 1. Go to Configuration > Discovery > GetIt Configurati...

Match Profile in the Metadata Editor

Resources - Metadata Resources - Metadata Configuration

...tadata Editor. Match Profile Configuration for the Metadata Editor The ma ...rofile configured in Alma. This configuration can be found under the Configuration Menu > Resources > General > Ot ...k functionality may fail if the configuration settings differ between the Net...

Display Logic Rules for the AFN/CLS Request Form in Primo

Fulfillment CLS/AFN

The Display Logic Rules configuration page determines when and for wh ...hfinder to display logic rules: Configuration> Fulfillment> Discovery Interfa ...However, below are some helpful configuration rules for the CLS Request Form ...esource Sharing Request on this configuration page) from view for patrons who...

Alma Physical Item Request Addon

Fulfillment Addons

...ddon. Set up, Installation and Configuration User/Account Set Up: You will ...ry ID as you will need this for Configuration (see below). Once you have thi ...alling the ILLiad Client Addon Configuration: Configure these settings in the ILLiad client'...

How to find Job IDs for the Remote Storage App

Shared Collections Facility (SCF) Insti... Remote Storage App

... a Job ID that is listed in the configuration JSON file.  The specific Job I ...sed in the Remote Storage App's configuration file. Publishing Profile J ... Institution Zone listed in the configuration JSON file Create a URL followi ... Institution Zone listed in the configuration JSON file Create a URL followi...

Alma/Primo Sandboxes

Sandboxes

.../Primo sandboxes, with data and configurations from the following IZs: Ame ... through WRLC to avoid possible configuration and data conflicts. Sandboxes ...with UDC and American data and configuration may be used by staff from any WRLC library for an...

Alma
Primo VE
Sandbox

Troubleshooting Proxy Issues

WRLC HQ Troubleshooting Alma/Primo Service Desk...

...es. IF the problem is with Alma configuration, we can edit their Alma configs ...tion or vendor? Then check the configuration for the collection’s service in ...certain vendors require special configurations in Alma! A comprehensive list can be found in t...

Update sftp server directory for PSB use

WRLC HQ Sandbox Configuration after refresh

...or all of the Institution Zones in the sandbox: Configuration --> General --> External System ...d connections in the sandbox Configuration --> General --> External System ...screen. For more info on these configurations, see Salesforce case #07222190

Item Description Templates

Resources - Metadata Resources - Metadata Configuration

... page. To view the NZ template configurations in your own IZ, go to Configuration > Resources > General > Descrip ... This setting is configured in Configuration > Resources > General > Other Settings. The parameter network_description_templates_rules_pr...

Welcome

Training Videos

...ma, Primo, and related software configurations and workflows.  Material here ...ect areas like centralized Alma configurations are organized in the wiki's sh ... presentation slides, etc. Configuration policies and walkthroughs Workflows Ge...

SUNY P2P partners Stony Brook, Binghamton, Albany, and Buffalo

Fulfillment Peer to Peer Resource Sharing

... policy is for all Peer to Peer configuration to exist in the Institution Zon ...eer lending in Alma, all of the configurations for this workflow were set in ...e IZ-only, but the only part of configuration we were unable to move were the partner profiles...

Merge Rules

Resources - Metadata Resources - Metadata Configuration

...hat specific resource under the Configuration Menu > Resources > Search Configuration > External Search Resources pag ... Profile (to be found under the Configuration Menu > General > External Syste ...tion Profile (to be found under Configuration Menu > General > External Syste...

Requests in the Remote Storage App

Shared Collections Facility (SCF) Insti... Remote Storage App

...w Job ID, and then updating the configuration JSON file with the new informat ...P server information in the app configuration file must exactly match the details specified in the S/FTP Definition. Requests Process When a patron makes a request for a...

Deduplication / FRBR

Discovery - Primo VE Discovery - Primo VE Configuration

... configured per view under Alma Configuration > Discovery > Display Configuration > Configure Views > Edit the View > Brief Results tab More information can be found in the following Primo Knowledgebase pages : Understanding the Dedup and FRBR Processe...

Bibliographic Record Deletion - Related Records

Resources - Metadata Resources - Metadata Configuration

... - Related Records page of Alma Configuration (which can be found under Configuration > Resources > Collection Retention), you can specify which types of related records will result in a warning or a block if staff try to delete them. In the WRLC Network ...

WRLC Network Zone Bibliographic Record Policies

Resources - Metadata Resources - Metadata Policies

...ommittee agreed to add this new configuration to our Network Zone on May 31, ...can be used in Institution Zone configurations if a specific institution would like to add local WRLC headings to their own IZ records.  The supplemental headings are coded...

Policies
Metadata
Alma
Network Zone
Bibliographic records

Update Webhook profiles

WRLC HQ Sandbox Configuration after refresh

...SCFapp work in the PSB. In the SCF sandbox, the SCF Loans Webhooks profile needs to be updated and activated with the same URL. Configuration --> General --> External System ...sponds. For more info on these configurations, see Salesforce case #07222190

Procedure: Update the Standard Opening Hours

Fulfillment CLS/AFN

...lid Library from the top of the Configuration page. Go To:  Alma --> Configuration --> Fulfillment --> Library Management --> Opening Hours Find the calendar entries of type "Standard opening hours".  (You can arrange the record types alphabetically by...

Update the Resource Sharing Partners for the PSB

WRLC HQ Sandbox Configuration after refresh

... (SCF) Once both the Rota Template members and the Resource Sharing Partner URL are updated you need to run the "Distribute Resource Sharing Network Configuration" job from the PSB Network Zone. ...ribute Resource Sharing Network Configuration

OLD: Checking in return books :OLD

SCF SCF Procedures

... in book (she has to change the configuration in Alma every time.) When Tammy finishes checking in books in the owning IZs, she will put a slip that says “READY TO CHECK IN THE SCF IZ” into the books.  Books now can be checked into the SCF IZ. Check th...