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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-Resources and Acquisitions   Session 4 | Usage Statistics

Configuration of Shared Electronic Collections in the Network Zone

Resources - Electronic Resources - Electronic Configuration

A number of electronic collections are managed by the WRLC Consortial Network Zone Manager in Alma's Network Zone; for a full list, see the Shared Electronic Collections page.  These collections are a little different than electronic collections in an Institu...

Configuration of CDI Settings for Shared Electronic Collections

Resources - Electronic Resources - Electronic Configuration

CDI settings for electronic collections in the Network Zone are individually configured for each Institution Zone that has access to a specific collection.  CDI Inheritance Parameter In order for each IZ to inherit the configured CDI settings for NZ shared...

Pull Slip (Ful Resource Request Slip Letter)

SCF Physical Item Requests Letters managed in the NZ for Physical ...

The Pull Slip is managed for our partners to provide consistency for the displayed location codes.  These codes are use to direct the physical items to the patron's selected pickup location. Notes:  The SCF's Pull Slip has further modifications to allow th...

On Hold Shelf Letter

SCF Physical Item Requests Letters managed in the NZ for Physical ...

The On Hold Shelf Letter is managed in the Network Zone so that specific library instructions can be provided to the patron on when and how material can be picked up.  The original format of the letter only provided instructions from the owning library.  These...

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.  These codes are use to direct the physical items to the patron's selected pickup location. Note:  The SCF's Pull Slip has further modifications to allow the le...

On Hold Shelf Letter

Network Zone Configuration of the CLS/AFN Letters managed in the NZ for Physical ...

The On Hold Shelf Letter is managed in the Network Zone so that specific library instructions can be provided to the patron on when and how material can be picked up.  This is due to the use of the "Owning LIbrary's" On Hold Shelf Letter in the Automated Fulfi...

Pull Slip (Ful Resource Request Slip Letter)

Fulfillment Letters managed in the NZ for Physical ...

The Pull Slip is managed for our partners to provide consistency for the displayed location codes.  These codes are use to direct the physical items to the patron's selected pickup location. Note:  The SCF's Pull Slip has further modifications to allow the le...

On Hold Shelf Letter

Fulfillment Letters managed in the NZ for Physical ...

The On Hold Shelf Letter is managed in the Network Zone so that specific library instructions can be provided to the patron on when and how material can be picked up.  This is due to the use of the "Owning LIbrary's" On Hold Shelf Letter in the Automated Fulfi...

Item Description Templates

Resources - Metadata Resources - Metadata Configuration

Alma allows for a template to be configured when generating an item description based on the enumeration/chronology fields in an item record. WRLC has 32 different item description templates configured in our Network Zone and pushed to all Institution Zones. ...

Network Zone Configuration

Configuration

Below are the current configuration settings in the WRL Network Zone that are either pushed down to all Institution Zones, or that affect Network Zone linked bibliographic records.   Configuration Area Configuration Page Parameter Value N...

Configuration
Network Zone

Test page

SCF

This is some content for the page.

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 partner institution, the patron's expiry date will automatically be updated to match the expiry date at the home institution. If a patron requests a new item fro...

Resource Types Configuration

Discovery - Primo VE Discovery - Primo VE Configuration

Below is a list of all custom resource types currently configured in the WRLC NZ.  Audio LP's Code : AUDIOLP Display Singular Label : Audio LP Display Plural Label : Audio LPs RIS Type : Sound recording Genre : Unknown Metadata format : Book Logic ...

Primo VE
Metadata
Configuration

WRLC Local Authority Headings Workflows

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

The following are the workflows used by the WRLC Consortial Network Zone Manager to oversee, edit, and update the local authority records in the WRLC Network Zone environment. Replacement Headings Create local authority record. Save as a Local LCSH autho...

Metadata
Network Zone
Authority control

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 WRLC Network Zone (NZ).  The decision to manage the most popular OA CZ collections in the NZ was agreed upon by the E-Resources Committee, the Coordinated Collection...

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 access electronic resources to be added to Primo should be directed to Coordinated Collections Committee (CCC). For each requested resource, CCC gathers input ...

Institution Zone Configuration

Configuration

Below are the recommended configuration settings for WRLC Institution Zones. Configuration Area Configuration Page Parameter Value Notes Resources General > Other Settings non_serial_match_profile com.exlibris.repository.mms.match...

Configuration
Institution Zone

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 fill out the information for your university in this spreadsheet. Below is an example of the fields you may configure.  For "Message", type the information you wi...

Update Rota Template Members

PSB - Network Zone Configuration after ...

After the refresh, the Rota Template has the full compliment of partners for Consortium Book Borrowing (CLS-Physical) template.  Members that do not have an IZ Sandbox need to be removed for the Rota to work properly.  Currently, the members should be AU, DC, ...