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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 ... Get started with these helpful Training Videos Links WRLC InstancesA ...
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 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
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...
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.
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 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 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 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...
Local Network Zone MARC Fields
... 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
...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 ...
Alma Physical Item Request Addon
...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
...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...
URLs in Alma Bibliographic Records
...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 ...