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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

PSB - Network Zone 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

General WRLC/SCF Configurations and Policies

This section is for systemwide policies and configurations that aren't strictly within the Alma/Primo environment

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

SCF Physical Item 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.  

Reloading conf.json and testing configuration

SCFapp cofiguration file

...p.wrlc.org/AlmaRemoteStorageApp/configuration (use this to reload conf.json) ...p://scfapp.wrlc.org/AlmaRSA-PSB/configuration (use this to reload conf.json) http://scfapp.wrlc.org/AlmaRSA-PSB/logger?level=DEBUG Applications: ExLibris...

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

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

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'...

Alma_Physical_Addon

Addons ILLiad Physical item request in Alma

...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'...

Authority Control

Resources - Metadata Resources - Metadata Configuration

The WRLC Network Zone runs two different jobs in Alma for authority control: the Link BIB Headings job, and the Preferred Term Correction job. The former links authority headings to an authority record, and the latter changes the heading from the non-preferred...

Metadata
Alma
Network Zone
Configuration
Authority control

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...

Item Description Templates

Resources - Metadata Resources - Metadata Configuration

... page. To view the NZ template configurations in your own IZ, go to Configuration > Resources > General > Descrip ... This setting is configured in Configuration > Resources > General > Other Settings. The parameter network_description_templates_rules_pr...

Alma/Primo Sandboxes

Sandboxes

.../Primo sandboxes, with data and configurations from the following IZs: Ame ... through WRLC to avoid possible configuration and data conflicts. Sandboxes ...with UDC and American data and configuration may be used by staff from any WRLC library for an...

Alma
Primo VE
Sandbox

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.

Merge Rules

Resources - Metadata Resources - Metadata Configuration

...hat specific resource under the Configuration Menu > Resources > Search Configuration > External Search Resources pag ... Profile (to be found under the Configuration Menu > General > External Syste ...tion Profile (to be found under Configuration Menu > General > External Syste...

WRLC Network Zone Bibliographic Record Policies

Resources - Metadata Resources - Metadata Policies

...ommittee agreed to add this new configuration to our Network Zone on May 31, ...can be used in Institution Zone configurations if a specific institution would like to add local WRLC headings to their own IZ records.  The supplemental headings are coded...

Policies
Metadata
Alma
Network Zone
Bibliographic records

Bibliographic Record Deletion - Related Records

Resources - Metadata Resources - Metadata Configuration

... - Related Records page of Alma Configuration (which can be found under Configuration > Resources > Collection Retention), you can specify which types of related records will result in a warning or a block if staff try to delete them. In the WRLC Network ...

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.

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.