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Affiliate Library Configuration
1. Create user group Configuration > User Management > User Detail ...ord group to a specific type Configuration > User Management > User Detail ...cation with Fulfillment Unit Configuration > Fulfillment > Physical Fulfil ... group with Fulfillment Unit Configuration > Fulfillment > Physical Fulfil...
Configuration
This section contains information on both Network Zone and Institution Zone configuration settings in the WRLC Alma environment.
Discovery - Primo VE Configuration
Resources - Metadata Configuration
Resources - Electronic Configuration
Network Zone Configuration
Below are the current configuration settings in the WRL Network Zon ...bliographic records. Configuration Area Configuration Page Parameter Value Not ...esources Cataloging > Metadata Configuration > MARC21 Bibliographic Profile ...
Sandbox Configuration after refresh
The Premium Sandboxes are refreshed twice a year. This copies the latest configurations from production Alma into the ...one and the 3 PSB IZs. Several configuration changes need to be made so that the AFN will work correctly.
Network Zone Configuration of the CLS/AFN
Staging: Network Zone configuration
NZ Configuration
Configuration steps taken in the Network Zone. For reference, see "Configuring Fulfillment Information in the Network Zone" (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Usin...
Institution Zone Configuration
Below are the recommended configuration settings for WRLC Institution Z ...ones. Configuration Area Configuration Page Parameter Value Not ...e the Recommendations for Primo Configuration section of the Recommendations ... For more information on this configuration, see the Configuration of Share...
Resource Types Configuration
...are added to the out-of-the-box configuration for Journals) Replace existi ...elow replace the out-of-the-box configuration for Book Chapters) Repla ...elow replace the out-of-the-box configuration for Books) Replace existing rules : Yes ...
Remote Storage Location Configuration
...a Remote Storage Location This configuration enables requests for items in t ...t the Library level, go to Alma Configuration > Fulfillment > Locations > Phy ..., it must be added to the app’s configuration file, so let WRLC know what the location’s code ...
Configuration of CDI Settings for Shared Electronic Collections
...st be set to Y (for Yes) in the Configuration > Resources > General > Other Settings page. Notes on CDI Full-text activation in Alma consists of two parts : link resolver/link in record for full-text access, and search in CDI (flagged as full-text ...
Configuration of Shared Electronic Collections in the Network Zone
...ctions: No Proxy Use the configured Default Proxy settings; this is configured in each IZ under Configuration > General > External Systems > ...Z e-collections, please see the Configuration of CDI Settings for Shared Electronic Collections page.
Configuring Peer to Peer Resource Sharing in the IZ
...rtners Manager roles to do this configuration work. All configuration work should be done at the inst ...created by Ex Libris. 1. Go to Configuration, select the library you want to ...ce sharing locations. 1. Go to Configuration, select the library you’ve desi...
Recommendations for Print Periodicals in the Washington Research Library Consortium
... Recommendations for Primo Configuration Primo VE should be configu ...summary. Information about this configuration can be found in the Configuring Additional Holdings Fields for Display in Primo VE Knowledge Center page. Serial Holdings ...
Authority Control
...Zone. Below are are the current configurations in the WRLC Network Zone for a ...uthority control. Configuration > Resources > General > Authori ...by the Link BIB Heading job Configuration > Resources > General > Authority Control Rules Preferred ...
Metadata Editor Warnings (MARC21 Bib Extensions)
...warnings are controlled in Alma configuration through extension packs, which ... edited from the out-of-the-box configuration are for MARC fields 082 and 590 ...on would like to recreate these configurations for Institution Zone only reco ...reated in your Institution Zone configuration. Institution Zone Instructions...
How to hide / change / add MARC fields for display in Primo (Primo VE Display Rules, and DEI - List of terms to exclude)
...Knowledge Center page. Go to Configuration > Discovery > Display Configuration > Manage display and local fiel ...E/Primo_VE_(English)/050Display_Configuration/Configuring_Normalization_Rules ... added as local fields Go to Configuration > Discovery > Display Configura...
Moving P2P partner profiles from the NZ to the IZ (Cancelled)
... with SUNY). Phase One Configuration in the Network Zone Crea ...he "Distribute Resource Sharing Configuration" job in the NZ After which ...he "Distribute Resource Sharing Configuration" job in the NZ This is just ...he "Distribute Resource Sharing Configuration" job in the NZ 8. Wait 24 hour...
Secondary Resource Types
...on would like to recreate these configurations for Institution Zone records, ...condary resource types Go to Configuration > Discovery > Search Configuration > Secondary Resource Type Follow the steps below for each of the Main Resource Types listed i...
Match Profile in the Metadata Editor
...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...
Alma Physical Item Request Addon
...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'...
SUNY P2P partners Stony Brook, Binghamton, Albany, and Buffalo
... 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...
Update sftp server directory for PSB use
...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
Welcome
...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...
Troubleshooting Proxy Issues
...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...
Admin
This section is for policies and configurations related to User Admin or other ... systemwide policies and configurations that aren't strictly within the Alma/Primo environment like URL addressing for WRLC instances.
Resources - Metadata
This section contains information on policies, workflows, how-to's, and configuration settings for metadata in the WRLC Alma environment.
Georgetown University
Policies, Configurations, and Workflows specific to this university and its IZ. Note: this content may also be applicable to other IZs or may be similar enough to serve as templates for other IZs.
General WRLC/SCF Policies
This section is for systemwide policies and configurations that aren't strictly within the Alma/Primo environment
Resources - Electronic
This section contains information on policies, workflows, how-to's, and configuration settings for electronic resources in the WRLC Alma environment. Information about shared WRLC electronic collections can also be found here.
George Washington University
Policies, Configurations, and Workflows specific to this university and its IZ. Note: this content may also be applicable to other IZs or may be similar enough to serve as templates for other IZs.