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Library Open Workflows
Library Open Workflows (LibOW) is Ex Libris’ workflow ...out complex custom programming. Workflows may run across the entire Netwo ...consideration by WRLC HQ. These workflows are documented openly, and desi ... is used and documenting active workflows.
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.
Damaged SCF Items — Handling & Workflows
Scope. This guide covers SCF items that are (A) damaged but still usable, and (B) damaged beyond use and headed for discard/withdrawal. Quick decision Usable? Pages intact enough to fulfill requests or digitize → Follow A. Unusable? Missing critical...
How to Share a Use Case with WRLC HQ
...s from the community about Alma workflows and integrations that could wor ..., you’re helping to: Improve workflows not just for yourself, but for ...ed to activate the Library Open Workflows Cloud App. First-Time Setup: A ...ctivating the Library Open Workflows Cloud App If you have not prev...
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...
“Identify non-CZ e-book wo inventory, not used by Network” Job
...d. Relationship to other workflows This workflow is part of a cleanup chain: Alma scheduled job creates the identification set. This workflow sends notification and approval link. Delete NZ Bib Set workflow performs deletion after ma...
“Identify CZ records wo inventory, not used by Network” job
...d. Relationship to other workflows This workflow depends on: An Alma scheduled job that creates the identification set. This workflow sends notification and approval link. The Delete NZ Bib Set workflow, which performs the actual deletio...
Peer-to-Peer (P2P) Resource Sharing at WRLC
...red as a lender of last resort For staff, P2P lending uses the same Alma fulfillment workflows as local and consortium lending ...o traditional interlibrary loan workflows. Reduced Staff Burden Because ...h a diverse set of partners and workflows.
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...
User Accounts in the SCF IZ
...more information on circulation workflows for Trinity, see the How to Bri ...more information on circulation workflows for Trinity, see the How to Bri ...more information on circulation workflows for Trinity, see the How to Bring up a Patron and Check Item...
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...
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 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...
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 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...
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...
Subworkflow – Remove WRLC Retention
...e Status: Inactive (parent workflows are Active) Applies consor ... a reusable subworkflow, parent workflows can remove retention data consistently across institutions without duplicating code. What it does Receives input from a parent wo...
How to Process Loaned Peer to Peer (P2P) Items
...rovides streamlined print-based workflows From the top menu ribbon ...ing, aligns with Ex Libris slip workflows, and ensures slips print automatically at each step. Do we need to keep both borrowing and lending slips? No. Use only the ...
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 ...
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 - 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.
Resources - Metadata
This section contains information on policies, workflows, how-to's, and configuration settings for metadata in the WRLC Alma environment.
SCF
This section contains information on in-house SCF procedures and workflows. How we accession material, process requests, and other work.
Consortium Loan Services (CLS)/ Automated Fulfillment Network (AFN)
...eir collections and fulfillment workflows. Within Alma, all CLS activity is handled through the Alma Fulfillment Network (AFN). The AFN is the technical structure that routes requests, tracks items in transit, and manages the lending and borrowing process....
Workflow Catalog
This chapter provides a comprehensive catalog of automated workflows and cloud applications built by the WRLC HQ.
Subworkflow – Add WRLC Retention
...e applied, ensuring that parent workflows can add WRLC retention flags in a consistent and reusable way without duplicating logic. What it does Receives input from a parent workflow. Preserves the incoming barcode and institution code for repo...