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Resources - Metadata Workflows and How-To's
Resources - Electronic Workflows and How-To's
Workflows for items at the SCF
Workflows on accessioning new items to the SCF, requesting SCF items, returning SCF items, etc.
Localized Policies and Workflows
Centralized Policies and Workflows
Local Authority Headings Workflows
The following are the workflows used by the WRLC Consortial Network Zone Manager to oversee, edit, and update the local authority records in the WRLC Network Zone environment. Replacement Headings Create local authority record. Save as a Local LCSH autho...
1. Configure Borrowing and Lending workflows
Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Workflow Profiles Note: Later as part of the configuration for Resource Sharing with SUNY 2 additional profiles were added. TBD - SUNY, Other cofigurations.
Remote Storage App Configuration
... the config.json file Relevant Workflows Requests Do not ...ed according to it. Relevant Workflows: Accessions The p ...ade in the SCF IZ. Relevant Workflows Accessions Loans Set for SCF Item record...
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...
How to activate Community Zone Collections
In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to users, it must first be activated. When activating from the Community Zone (CZ), the Collection or Portfolio is activated and then becomes a part of the Institutio...
How to create new bibliographic records in the Metadata Editor
1. Open the Metadata Editor. 2. Choose Records on the top left-hand corner, then choose New > Placement Options. 3. Choose the location of new records (whether IZ-only or liked to the NZ). Then click Save; this setting will be saved until you change the se...
Welcome
...ted software configurations and workflows. Material here is organized mu ...s on particular topics like SCF workflows for example. Books contain cha ... policies and walkthroughs Workflows General information URLs for all instances of Alma...
How to set up automatic holdings for e-resources
Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejournal, and database holdings in the Institution Zone (IZ) on behalf of that library and update them on a regular basis. This eliminates the need for manual activatio...
How to create an Alma import profile
There are several types of import profiles in Alma. Different import profiles may be appropriate for different types of materials. Creating a Repository Import Profile Repository import profiles are the most common import profile type you will create in...
Adding P2P Partners from the Resource Sharing Directory
...ct configurations are in place. Workflows and Expiry times will vary depe ...propriate Borrowing and Lending Workflows from the drop-down menu. These settings will vary depending on your agreement with the institution. Under the Parameters tab, make sure ...
How to find Job IDs for the Remote Storage App
...-to-date; Request and Accession workflows are reliant on them. If eithe ...these two profiles. Follow the workflows detailed below to find the correct Job ID used in the Remote Storage App's configuration file. Publishing Profile Job ID Go to Al...
SCF
This section contains information on in-house SCF procedures and workflows. How we accession material, process requests, and other work.
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.
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.
Resources - Metadata
This section contains information on policies, workflows, how-to's, and configuration settings for metadata in the WRLC Alma environment.
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.
AFN Network Zone Configurations
...ce Sharing > Workflow Profiles Workflows control the actions that can be performed on the borrowing and lending request task lists for the defined partner; Workflow Profiles are associated with a specific resource sharing partner profile. There is one wo...
Moving P2P partner profiles from the NZ to the IZ (Cancelled)
...n complete one of the following workflows: For Borrowing Requests that A) have the following statuses, and B) the active partner is NOT one of the 4 SUNY schools, we will need to remove the Original SUNY partners from each BR's Rota. Active partners can...
Deduplication / FRBR
...r the list of jobs) For both workflows, dedup/ FRBR suppression completed in the IZ are applied to local records only. If local records are linked in the NZ, they cannot be suppressed in the NZ unless you also create the same suppression rules in the NZ...
Requesting SCF Items
...ources for different requesting workflows: Requesting Special Collections materials in the George Washington Institution Zone Requesting Booth Special Collections materials in the Georgetown Institution Zone Affiliate Libraries Requesting in the Sh...
Match Profile in the Metadata Editor
...ch External Resources. In both workflows, a list of record(s) is given if a match is found for the open record in the Metadata Editor. Match Profile Configuration for the Metadata Editor The matching records are determined by the match profile configu...
Requesting Booth Special Collections Material From SCF via Alma
...cation makes sense for internal workflows] Check Requests = unchecked Then scan the item barcode into the "Scan item barcode" field. You'll see a confirmation below the form, with the Destination "Reshelve". Alma now knows this item is tem...