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Coordinated Collections Committee (CCC) Shared Cost Formula Philosophy

Resources - Electronic

CCC Shared Cost Formula Philosophy Trying to be fair to both small and large institutions alike, our shared cost formula considers both potential users and actual usage.  Pay-to-Play (potential users) Every institution should pay something for the privilege...

Standard Opening Hours - impact on yours and partner's patron's due dates

Fulfillment CLS/AFN

A library's Standard Opening Hours along with other events in their calendar can affect item due dates and renewal dates.  It is good practice to review the Standard Opening Hours each semester when you may be adding specific events, exceptions or holidays. A...

Procedure: Update the Standard Opening Hours

Fulfillment CLS/AFN

The following procedure assumes that you have the role of Fulfillment Administrator (or General Administrator) and you have selected a valid Library from the top of the Configuration page. Go To:  Alma --> Configuration --> Fulfillment --> Library Management ...

Bibliographic Record Deletion - Related Records

Resources - Metadata Resources - Metadata Configuration

Alma allows the ability to prevent the deletion of related records in the Network Zone. In the Bibliographic Record Deletion - Related Records page of Alma Configuration (which can be found under Configuration > Resources > Collection Retention), you can speci...

WRLC Forklift Daily Checklist

SCF SCF Procedures

Forms are located at WRLC COMMON - Documents\SCF Forms and Route Slips\Forklift Checklists

Athenizing Libguides: Workflow for Methodically “Athenizing” your Libguide links

George Washington University Reference

Workflow for methodically “Athenizing” your libguide links:   Log in to Libguides Go to the asset list (Content -> Assets from the menu): Filter the assets: Type “proxy” into the URL field. Select your name in the “Owner” dro...

Check in archival materials (To be performed by the Shared Collections Supervisor only)

SCF SCF Procedures

For returning Georgetown Special Collections archival materials, we will need to check them in so the status could be cleared in both SCF and owning IZs.  And the "SCF Floor" message will be added to Internal Note 3 in SCF IZ.  Then after the materials have be...

Clear SCF Floor from Internal Note 3 for return archival materials (To be performed by the Shared Collections Supervisor only)

SCF SCF Procedures

After the archival materials have been reshelved, the Internal Note 3 field will need to be cleared. Go to C:\Users\yourlastname\WRLC\WRLC COMMON - Documents\1_Storage Refiles\Alma\Boxes and Clamshells Find the file of the person that did the reshelving of t...

Issues with checking in return books (to be performed by the Shared Collections Supervisor only)

SCF SCF Procedures

When SCF staff checks in books, sometimes they will encounter items that will show patron's name or something else after scanning the item barcode. Go to the owning IZ to check on the item record.  All items must have the status of "Item in place" and process...

New books not in SCF IZ (To be performed by the Shared Collections Supervisor only)

SCF SCF Procedures

We have a project where we check for items that are missing a tray location from item call number and internal note 1.  After making sure that they are not here, the bib records will get deleted. Sometimes we get new books and they did have a bib record in SC...

Reporting an Issue

Support Assistance ExLibris Support Portal (Sales Force)

If you cannot find the answer to your Alma or Primo question/issue, in the provided ExLibris Knowledge Center, the ExLibris Support Portal is available. Learn more about how to submit a case in the Support Portal User Guide: If you have an account, please l...

Reporting an Issue

Support Assistance WRLC Service Desk (Request Tracker)

To contact the WRLC regarding an issue with one of our services, please use the WRLC Service Desk  Service Desk requests can be submitted:  Via email to ServiceDesk@wrlc.org Using the website found at https://servicedesk.wrlc.org By phone at 301-390-20...

Ex Libris Idea Exchange FAQ

Support Assistance ExLibris Idea Exchange

Ex Libris Idea Exchange FAQs Q: Can anyone submit an idea? A: Yes! The Ex Libris Idea Exchange website is completely open, enabling anyone to submit and review ideas. We strongly believe in openness and transparency and apply these principles in all areas ...

Ex Libris Idea Exchange Guidelines

Support Assistance ExLibris Idea Exchange

Ex Libris Idea Exchange Guidelines Keep these tips in mind when submitting an idea: ●     Start by searching your product forum for the feature that you’d like to suggest. A search will help you avoid wasting time on writing up an idea that has already been ...

The NERS Process

Support Assistance NERS Alma and Primo Enhancement Requests

The NERS Process: The User Group conducts round one voting for enhancement requests. The WRLC's Alma/Primo Advisory Committee (APAC) coordinates the voting, on behalf of the partnering institutions and has 100 votes that can be cast toward enhancements.  T...

NERS 2024 Suggested Enhancements and Vote Results

Support Assistance NERS Alma and Primo Enhancement Requests

2024 Final Vote Results Primo Enhancements - 2024 Final Vote Results (docx - 152.5 KB) Alma Enhancements - 2024 Final Vote Results (docx - 101.17 KB) 2024 Enhancements - Round 2 Final Vote Spreadsheet for 2024 v.xlsx (xl...

Best practices for local extensions (local fields) in NZ-linked records

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

Local extensions are local fields that can be added to NZ-linked bibliographic records. These fields are marked by a house icon in Alma.  Specifically, you can enter local information in the MARC 21 77X/78X, 09X, 59X, 69X, and 9XX fields. The fields only a...

Update sftp server directory for PSB use

WRLC HQ Sandbox Configuration after refresh

The Premium Sandbox uses the sftp.wrlc.org server to post files from the running of the "Send Request to Remote Storage" jobs.  It is also used for posting files from the running of the publishing jobs.   Follow the instructions below for all of the Instituti...

Handle Server

WRLC HQ

The WRLC handle server prefix is 1961.  The prefix is renewed each year in January.   The contact for renewal is hdladmin@cnri.reston.va.us.  (Most recently this was Christy Short.) The last renewal in January 2024 was $50.00. TESTING: Test URLs ht...

Update the Faculty Due Date

WRLC HQ Due Dates

As with 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, so does the SCF IZ.  This is done 3 time a year so that Faculty can have...