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In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to users, it must first be activated. When activating from the Community Zone (CZ), the Collection or Portfolio is activated and then becomes a part of the Institutio...

There are several types of import profiles in Alma.  Different import profiles may be appropriate for different types of materials. Creating a Repository Import Profile Repository import profiles are the most common import profile type you will create in...

Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejournal, and database holdings in the Institution Zone (IZ) on behalf of that library and update them on a regular basis. This eliminates the need for manual activatio...

Introduction This policy establishes guidelines on where bibliographic records for electronic resources should be placed within the Ex Libris Alma architecture. This policy applies to all staff members of Washington Research Library Consortium (WRLC) institut...

Introduction This policy establishes guidelines on the inclusion of institution-specific uniform resource locators (URLs) in bibliographic records for electronic resources within the Ex Libris Alma architecture. This policy applies to all staff members of Was...

Adding Copy-Specific Metadata in Alma Copy-specific information can be included in the following fields. Some of these fields may need to be configured for display and/or search in some instances of Primo VE.  Copy-specific metadata in holdings records: 541...

Alma/Primo Sandboxes WRLC has three premium Alma/Primo sandboxes, with data and configurations from the following IZs: American: https://wrlc-amu-psb.alma.exlibrisgroup.com  - [ Primo ] District of Columbia: https://wrlc-doc-psb.alma.exlibrisgroup.com  - ...

Accounts with the Design Analytics role in the Network Zone are coordinated by the Alma/Primo Advisory Committee. All accounts are individual accounts; no generic or group accounts for Alma Analytics in the NZ will be created for library staff. To request an ...

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...

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 ...

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...

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...

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 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...

  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...

  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 ...

What types of materials can be stored?   The WRLC Shared Collections Facility is optimized for bound volumes, which are stored in acid-free cardboard trays, and archival boxes, which fit in the shelving system. Many other types of material can be accommodate...

Use of Shared Collections Facility WRLC members share the cost of operating the offsite storage facility through the annual member fees, which cover the cost of building utilities and maintenance,and staff to perform retrieval and delivery of requested item...

Publishing Workflow Now that we have new architecture in which the owning IZ’s item record is used for fulfillment, there are new procedures for preparing items to be sent to the SCF for accessions. Prior to taking any of the steps below, please contact the S...

Configuring a Physical Location as a Remote Storage Location This configuration enables requests for items in the location to be exported to the Remote Storage Application. These instructions assume you are creating a new location, but they can be used to co...