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Training Videos

Get started with Bookstack by watching these videos.

Metadata in the WRLC Training Sessions 2022

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

Session 1 | What you need to know (WRLC Overview) Presented by Jackie Saavedra, WRLC, on October 18, 2022 Session 2 | Meet Alma (Introduction to the Alma ILS) Presented by Jen Froetschel, GW, on October 25, 2022 Session 3 | Using the Metadata Editor P...

Training
Workflows
Metadata
Alma

E-Resources Training Sessions 2021

Resources - Electronic Resources - Electronic Workflows and Ho...

Session 1 | E-Resources Basics   Session 2 | Advanced E-Resources   Session 3 | E-Resources and Acquisitions   Session 4 | Usage Statistics

Welcome

Training Videos

...e.  Books contain chapters like training materials and individual pages ...contain specific training topics. Use the navigation link ...Wiki? How to do something Training documentation, like videos, presentation slid ... Get started with these helpful Training Videos Links WRLC InstancesA ...

How to activate Community Zone Collections

Resources - Electronic Resources - Electronic Workflows and Ho...

... for user access. The Ex Libris documentation should be consulted for the mos ...le upload option. Relevant Documentation Managing Electronic Resources: Activating Electronic Resources Managing Electronic Resources: Activating an Electro...

Workflows
Community Zone
Electronic Resources

How to create an Alma import profile

Resources - Electronic Resources - Electronic Workflows and Ho...

...information is stored in the MARC record.  This information can usually be found or established in vendor documentation.   Choose the default PO lin ...e import profile.   Relevant Documentation Managing Import Profiles Last updated 2/27/2020

Electronic Resources
Import Profiles
Workflows

How to set up automatic holdings for e-resources

Resources - Electronic Resources - Electronic Workflows and Ho...

...dited Relevant Documentation Upload Electronic Holdings from Elsevier Upload Electronic Holdings from Ovid Upload Electronic Holdings from ProQuest Ebook Central Upload Electronic Holdings from Springer Last up...

Workflows
Electronic Resources

Alma Just In Time SAML provisioning

Howard University Howard User Admin

... August) to update the hard-coded Expiry and Purge dates for another year out (eg. 2026 -> 2027). Alma documentation Alma SAML Integration Profile SAML JIT Configuration Sample Alma User Record Data Dictionary note: ARK has completed on 8/1/2025

Using this Wiki

Helpful training and tips to get started with th ...e Alma Documentation Wiki

Local Authority Headings Workflows

WRLC HQ

... the 15th) Consortial NZ Manager will review results of scheduled jobs every 2 months  Documentation WRLC Local Subject Headings tracking spreadsheet : Replacement and Supplemental Heading Tracking Testing document : Local Authority Records

Authority control
Network Zone
Metadata

How to log into a Fulfillment Workstation and Change Locations

Fulfillment Non CLS Fulfillment

...Please note that images are for training purposes only. Your institution's selections will be different. 4: Verify or Change Current Location Circulation Desks/Departments are also known as locations. If you want to verify or change which location you...

Fulfillment

...cies, procedures and supporting documentation for Alma Fulfillment modules. This book includes how material, both physical and digitized, is shared with patrons. Fulfillment UnitsCheck In/Check OutHold Item RequestsConsortium Loan Services (CLS)/ Automate...

Placement of Electronic Resources in Alma

Resources - Electronic Resources -Electronic Policies

...e with this policy). See Managing Collections documentation. See Adding NZ titles to a local collection in the Alma May 2025 highlights.   Approval Approved by Electronic Resource Committee on 8/27/20. Approved by Metadata Committee on 8/28/20.

Policies
Electronic Resources

How to Manage Fines and Fees

Fulfillment Non CLS Fulfillment

...ty Reports provide patrons with documentation of charges, payments, and circulation activity. Library staff may consider adding this step for transparency and dispute resolution. 4: Pay Fines/Fees Select the <Fines and Fees> tab. To pay all selected ...

How to Bring Up a Patron Record and Check Items Out

Fulfillment Non CLS Fulfillment

...s?     No. They depend on each library’s Fulfillment Unit Rules and Patron Group Policy;  WRLC.org> WRLC Intranet> Categories (upper right hand menu ribbon)> Policies and Documentation>  Borrowing and Consortium Loan Service (CLS) Policies

How to Set Up a Proxy Borrower and Check Out an Item by Proxy

Fulfillment Non CLS Fulfillment

...N configurations (per Ex Libris documentation). Frequently Asked Questions Can a faculty member have multiple proxies (e.g., student assistants)?     Yes. Multiple proxies can be added under the same <Proxy For> tab. Each will appear in the dropdo...

How to Look Up a Patron Without an ID Card New Page

Fulfillment Non CLS Fulfillment

...their record Note: Ex Libris’s documentation notes that name searches are case-insensitive but must match character order exactly.  Common surnames (e.g., “Smith”) may yield dozens of results; in such cases, use a unique ID number, whenever possible, to a...

Local Network Zone MARC Fields

Resources - Metadata Resources - Metadata Policies

... Additional Subfields Further Documentation Record Type 592 _ _ Old Voyager / Sierra bibliographic ID number from WRLC's pre-migration to Alma in 2018. The prefix designates the institution from which the record ID was derived. $$2 local $$5 CAO...

Item Record Description Policies and Templates

Resources - Metadata Resources - Metadata Policies

...listed here, consult the CONSER documentation. English Jan. Feb. Mar. Apr. May June July Aug. Sept. Oct. Nov. Dec. French janv. févr. mars avril mai ...

Item records
Alma
Metadata
Policies

Alma Physical Item Request Addon

Fulfillment Addons

...des for more accountability and documentation. It will also be easier to see when an item is sent to fill a request. The source code and installation instructions can be found on github here:  Alma_Physical_Addon. Set up, Installation and Configuration ...

CDI Best Practices and Recommendations

Resources - Electronic Resources -Electronic Policies

...lly Flexible Setting (Ex Libris documentation: https://knowledge.exlibrisgrou ...p.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/E ..._Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_Th...

CDI
Policies
Electronic Resources

URLs in Alma Bibliographic Records

Resources - Electronic Resources -Electronic Policies

...e or they may link to ancillary documentation, such as summary, table of contents, etc. Access URLs may be generic, or may be specific to a particular institution. Institution-specific access URLs are problematic.  Records containing institution-specific ...

Policies
Electronic Resources