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Moving P2P partner profiles from the NZ to the IZ (Cancelled)
NOTE: Ex Libris has changed their original assessment of the issue; after some testing, they now believe there is no way to move NZ partner profiles to an individual IZ without disruption of services to patrons. For that reason, WRLC is cancelling this project...
How to hide / change / add MARC fields for display in Primo (Primo VE Display Rules, and DEI - List of terms to exclude)
Editing Primo VE Display Fields This workflow is for editing the display of specific MARC fields that are already configured in Primo to be displayed to patrons. For a full list of the MARC fields associated with each pre-configured display field, please see ...
Recommended WRLC Primo Display Norm Rules
The following are various Primo VE display normalization rules that can be used by WRLC institutions to display local WRLC Network Zone fields (for a full list, see the Local Network Zone MARC Fields wiki page). It is not a requirement to have these configured...
SUNY P2P partners Stony Brook, Binghamton, Albany, and Buffalo
Although the policy is for all Peer to Peer configuration to exist in the Institution Zone only, the following partner profiles are configured and managed in the WRLC Network Zone: Stony Brook University, SUNY Binghamton University, SUNY University at Alb...
Local Network Zone MARC Fields
There are several MARC fields specific to the Washington Research Library Consortium. They often (but not always) have subfields designating that they are local WRLC fields. Field Indicators Value Additional Subfields Further Documentation Record...
AFN Network Zone Configurations
The following Automated Fulfillment Network (AFN) configurations are set in the WRLC Network Zone. Most of the settings are visible (and not editable) in the Institution Zones; the only one that is not visible in the Institution Zone is the Institutions Relati...
AFN Institution Zone Configurations
The following Automated Fulfillment Network (AFN) configurations are set in each WRLC Institution Zone. Settings will look slightly different depending on whether the Institution Zone is both a lender and borrower in the WRLC AFN, or if they are only a borrowe...
Updating SCF items (barcodes, bibliographic records, etc.)
As detailed in the Metadata Infrastructure in the SCF IZ page, every item that resides in the WRLC's Shared Collections Facility (SCF) has two records in our Network Zone; one copy that resides in the owning Institution's IZ, and a second copy that resides in ...
SCF Physical Locations
American University Location Code in AU Institution Zone Location Description in AU Institution Zone Temporary or Permanent Location in AU Institution Zone Library Name in AU Institution Zone Equivalent Location in SCF IZ* auscfgen Shared Co...
Deduplication / FRBR
Primo uses Deduplication and FRBR (Functional Requirements for Bibliographic Records) processes to combine or group redundant records in the brief search results. Dedup and FRBR settings are configured per view under Alma Configuration > Discovery > Display ...
Adding P2P Partners from the Resource Sharing Directory
Downloading a P2P Partner from the Resource Sharing Directory To download a new P2P partner and add them to the rota template, follow the instructions below: In Alma, go to Fulfillment > Resource Sharing > Partners Choose the Community tab Search for the...
Accessions in the Remote Storage App
Accessions Workflow The following accessions workflow is configured for all WRLC Institution Zones except UDC Law and CU Law. Update item in owning IZ (location is changed from a regular location to an SCF location) Publishing job runs in owning IZ (onc...
Requests in the Remote Storage App
Requests Workflow Shared Collections Facility Integration Profile runs and places file of requests in the SCF SFTP folder. Remote Storage app searches for the item in the SCF IZ using the barcode; if found, an item-level request is created If a barcode ...
Remote Storage App Configuration
Configuration Files There are two configuration files found on the scfapp@sftp.wrlc.org : Live production environment (home/SCFApp/Alma/conf.json) Sandbox (home/SCFApp/AlmaRSA-PSB/conf.json) This JSON file gives the remote storage app important informa...
Loans in the Remote Storage App
Loans Workflow Changes in Loan status made in the SCF IZ are directly communicated to the owning IZ through a Webhook Integration Profile configured in the SCF IZ. Changes in Loan status made in the owning IZ are NOT communicated to the SCF IZ. The process o...
Patron Accounts for Libraries
When SCF items are requested and sent to neighboring libraries, they are checked out to patron accounts in the SCF IZ that represent each library pickup location. These user accounts have the following characteristics First & Last Name : the name of the ...
How to find Job IDs for the Remote Storage App
The SCF Job Finish Webhook Integration Profile sends out a webhook every time a job finishes running in the Institution Zone. The Remote Storage App receives all of the webhooks and specifically looks for the webhooks with a Job ID that is listed in the config...
Resource Sharing Form (Delivery Fields)
The Delivery Fields section of the Resource Sharing Form configuration determines which (if any) pickup locations are displayed to patrons when they request items in Primo VE. The following are the recommended configurations for WRLC institutions participatin...
Display Logic Rules for the AFN/CLS Request Form in Primo
The Display Logic Rules configuration page determines when and for whom various Primo links appear for patrons, including the link to the CLS Request Form; this is referred to as the Resource Sharing Request. The pathfinder to display logic rules: Configurat...
Printouts Queue in Alma
The Printouts Queue page in Alma lists all documents that Alma has sent to the printer via email. In the SCF IZ, these documents are primarily Pull Slips. Go to Admin > Printing > Printouts Queue Be sure to choose the correct filter options at the top left-h...