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Training Videos
Get started with Bookstack by watching these videos.
Metadata in the WRLC Training Sessions 2022
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...
E-Resources Training Sessions 2021
Session 1 | E-Resources Basics Session 2 | Advanced E-Resources Session 3 | E-Resources and Acquisitions Session 4 | Usage Statistics
Welcome
...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 ...Services Orbis Cascade Systems Documentation Harvard University's Alma Info...
Primo Date Handling
...ate-related functions, based on documentation and explanations provided in Ex ...actice.) Source record view Documentation Ex Libris documentation of mappings: https://knowledge. ...exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/...
How to activate Community Zone Collections
...o that are required for user access. The Ex Libris documentation should be consulted for the mos ...le upload option. Relevant Documentation Managing Electronic Resources: Activating Electronic Resources Last updated: 2/27/2020
How to Share a Use Case with WRLC HQ
...ways go wrong.” 12. Supporting Documentation (Optional but Very Helpful) Yo ...-step notes you already use for training or documentation Attachments are optional, but they significantly speed up understanding and design, especially for complex...
Resources
Ex Libris documentation Booking Workflow Creating Booking Requests Booking Configuration Configuring Physical Fulfillment - Adding Fulfillment Policies Requests in Alma - Booking Requests Alma Essentials videos: Booking Requests / Booking Requests Manage...
How to set up automatic holdings for e-resources
...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...
How to create an Alma import profile
...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
Alma Just In Time SAML provisioning
...st) 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: Kutzuba has completed on 7/15/2026
Using this Wiki
Helpful training and tips to get started with th ...e Alma Documentation Wiki
Local Authority Headings Workflows
... 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
Managing Named Users in Alma
...ny type, always Purge them using either the Purge User Records function or the Purge Users job. Additional Documentation Ex Libris Alma User Mana ...gement Documentation CARLI Named User FAQ Ex Libris Best Practice Toolkit
How to log into a Fulfillment Workstation and Change Locations
...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...
Updating the Landing Page using Landing Page Configuration
... filetypes are in the Ex Libris documentation about Configuration Changes for ...r filenames is in the Ex Libris documentation about Configuration Changes for the Landing Page (opens in new tab). Elements The Elements are the sections on the NDE landing ...
Troubleshooting E-Resource Tickets / Issues
...ronic collections: https://alma-documentation-bookstack.azurewebsites.net/books/resources-electronic/page/shared-electronic-collections If NO Redirect the library to their local institution or Ex Libris. WRLC does not intervene beyon...
Terms of Use (TOU)
...ing all renewals. Per ExLibris documentation, "Alma doesn't count the number of renewals for a loan. Renewal limits are managed by the 'Maximum Renewal Period' policy in the Loan Terms of Use (TOU) which indicates the total period of time that a user may ...