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Affiliate Library Configuration

WRLC HQ

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.

Alma
Configuration

Discovery - Primo VE Configuration

Discovery - Primo VE

Primo VE
Configuration

Resources - Metadata Configuration

Resources - Metadata

Configuration
Metadata
Alma

Resources - Electronic Configuration

Resources - Electronic

Electronic Resources
Configuration
Alma

Network Zone Configuration

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 ...

Configuration
Network Zone

Sandbox Configuration after refresh

WRLC HQ

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

Network Zone Configuration of the CLS/AFN

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

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...

Configuration
Institution Zone

Resource Types Configuration

Discovery - Primo VE Discovery - Primo VE 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 ...

Primo VE
Metadata
Configuration

Remote Storage Location Configuration

WRLC HQ SCF Requests

...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

Resources - Electronic Resources - Electronic Configuration

...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

Resources - Electronic Resources - Electronic Configuration

...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

Fulfillment Peer to Peer Resource Sharing

...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

Resources - Metadata Resources - Metadata Policies

... 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 ...

Policies
Alma
Metadata
Item records
Holdings records
Primo VE
Configuration

Authority Control

Resources - Metadata Resources - Metadata Configuration

...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
Alma
Network Zone
Configuration
Authority control

Metadata Editor Warnings (MARC21 Bib Extensions)

Resources - Metadata Resources - Metadata Configuration

...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...

Alma
Metadata
Configuration
Bibliographic records

How to hide / change / add MARC fields for display in Primo (Primo VE Display Rules, and DEI - List of terms to exclude)

Discovery - Primo VE Discovery - Primo VE Configuration

...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)

Fulfillment Peer to Peer Resource Sharing

... 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

Discovery - Primo VE Discovery - Primo VE Configuration

...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...

Metadata
Primo VE
Configuration

Match Profile in the Metadata Editor

Resources - Metadata Resources - Metadata Configuration

...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

Fulfillment Addons

...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

Fulfillment Peer to Peer Resource Sharing

... 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

WRLC HQ Sandbox Configuration after refresh

...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

Training Videos

...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

WRLC HQ Troubleshooting Alma/Primo Service Desk...

...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.

Alma
Metadata

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.

Alma
Electronic Resources

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.