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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
... 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...
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 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
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...
Alma Just In Time SAML provisioning
... 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
... 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...
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...
Equipment and Booking
... of audiovisual equipment in Alma and uses booking for one collection of equipment and also our Digital Media Studio room reservations. This documentation includes the cataloging, fulfillment policies, and suggested workflows from our internal staff wiki.
How to Set Up a Proxy Borrower and Check Out an Item by Proxy
...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 Bring Up a Patron Record and Check Items Out
...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 Manage Fines and Fees
...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 Look Up a Patron Without an ID Card New Page
...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...
Placement of Electronic Resources in Alma
...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.
Item Record Description Policies and Templates
...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 ...
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 ...