Contact Information: info@slcny.libanswers.com
FAQs Created in February 2020:
Why won't the local 099 call number populate the holdings record after I've changed the indicators? Margaret McGee
How do I get the holdings location for a POL to use the call number type defined in Physical Locations? Margaret McGee
How do I use a Reading Room? Tim Jackson
How do I configure a Reading Room? Tim Jackson
How can I export a set of bib records from Alma as an XML file? Margaret McGee
How do I make changes to a set of item records? Margaret McGee
How do I change a set of item records from missing to items in place? Margaret McGee
How can I change the item status to missing for a set of records? Margaret McGee
How do I add an Item using Create Inventory? Margaret McGee
How can I search in the Institution Zone (IZ) using an Network Zone (NZ) MMS ID? Margaret McGee
How do I relink/move a holdings record to another bib record? Margaret McGee
How to I edit a call number in a holdings record? Margaret McGee
How do I edit an existing holdings record? Margaret McGee
How do I add a holdings record to an existing title? Margaret McGee
How do I add an Item Record to an existing title? Margaret McGee
How do I delete/withdraw multiple item records at once? Margaret McGee
How do I delete item records for items that are not in our library collection? Margaret McGee
How do I view and open a holdings record? Margaret McGee
How do I create Overdue and Lost Loan Profiles? Tim Jackson
How do I write an Indication Rule? Margaret McGee
What are indication rules? Margaret McGee
How do I create an OCLC Connexion Client Network Zone (NZ) export? Margaret McGee
How do I unsuppress a holdings record? Margaret McGee
What should I do if POLs are not disencumbering from a fund after an invoice has been created in Alma? Margaret McGee
Can I have multiple Alma instances open in the same web browser? Margaret McGee
Presentations and Workshops: https://slcny.libguides.com/overview/presentations/ssls_training
FAQs Created in January 2020:
How do I change the pickup location for an item on hold? Tim Jackson
How do I manage the Expired Hold Shelf? Tim Jackson
How do I manage the Active Hold Shelf? Tim Jackson
How do I edit an existing OCLC Connexion Client Export? Margaret McGee
How can I create a .mrc file from a set of bib records in Alma? Margaret McGee
How can I use a Network Zone Normalization Rule at the Institution Zone? Margaret McGee
How do I suppress a holdings record? Margaret McGee
How do I merge a brief bib with a full bib record in the MD Editor? Margaret McGee
What should I do if a resource sharing reqeust needs to be recalled so it can be placed on course reserves? Tim Jackson
Presentations and Workshops: https://slcny.libguides.com/overview/presentations/ssls_training
LibAnswers:
FAQs Created in December 2019:
What MARC fields drive the display of the “Related” holdings in Alma and Primo? Margaret McGee
How to share/send scheduled report to non-Alma users Kristy Lee
How to create a dashboard in Alma Analytics Kristy Lee
How to create an analytics (object) report to be displayed on the menu list in Alma Kristy Lee
How to export Analytics report results Kristy Lee
How to copy and edit shared reports Kristy Lee
How to get to My Folders and Shared Folders in Alma Analytics Kristy Lee
I performed an "other system number" in the NZ and the search retrieved bib records from the CZ that did not contain the OCLC #, why? Margaret McGee
What is the Active Hold Shelf? Jennifer Koerber
What is the Expired Hold Shelf List and how do I process it? Jennifer Koerber
What is the Pick (or Pull) List and how do I process it? Jennifer Koerber
How do I change a loan status from "claimed return" or "lost" to "found?" Jennifer Koerber
How do I change a loan status to "lost?" Jennifer Koerber
How do I change a loan status to "claimed returned?" Jennifer Koerber
How do I change or add information to a group of bib records by a batch process? Margaret McGee
How do I add a new account in Salesforce or delete an account for someone who has left the library? Michelle Eichelberger
How do I add the tasks widget to the main Alma page, and how do I use it? Tim Jackson
Presentations and Workshops
LibAnswers:
FAQs Created in November 2019:
How to attach a local electronic portfolio to an electronic collection in the CZ? Alana Nuth
How do I configure hold notification delays? Tim Jackson
How do I configure the new method of exporting unfilled resource sharing requests from Alma to ILLiad? Tim Jackson
How does the new method for exporting unfilled resource sharing requests from Alma to ILLiad work? Tim Jackson
What is Unpaywall, why should I use it, and how do I set it up? Michelle Eichelberger
What is the Community Zone Updates Task List and what should I do with it? Michelle Eichelberger
How do I unsuppress a bib record in Alma? Margaret McGee
How do I get my proxy to work on collections that use "link in record" linking? Michelle Eichelberger
How do I receive a Standing Order monograph? Margaret McGee
How can I stop related titles (MARC 776) from linking from a Primo VE full record? Michelle Eichelberger
How do I make changes to the OCLC Master Record? Margaret McGee
How Do I Create Courses and Place Items on Reserve? Margaret McGee
How do I re-open a one-time POL? Margaret McGee
How do I close a one-time POL that has been re-opened and is in review? Margaret McGee
How do I create a one-time POL for a title with multiple volumes? Margaret McGee
How to I activate, edit, test, and set retention periods for letters in Alma? Tim Jackson
How can I set up Reprints Desk and limit it to selective journals and user groups? Michelle Eichelberger
How do I relink/move an item record to another bib record? Margaret McGee
Can I perform an Alma z39.50 search from within ILLiad? Tim Jackson
What do I do when a new order import job status says "Manual Handling Required"? Margaret McGee
How do we change our link resolver in WorldCat so that requests go through Alma Resource Sharing? Michelle Eichelberger
How do I place a request for a patron? Tim Jackson
How to group multiple local portfolios into a local electronic collection? Alana Nuth
Presentations and Workshops
LibAnswers:
FAQs Created in October 2019:
What type of records are in the IZ, NZ, and the CZ? Margaret McGee
Why can't I close a POL for an electronic - one time POL? Margaret McGee
How do I set up Auto-holdings for Sciencedirect or other databases like Ovid or Springer? Michelle Eichelberger
How do I get a PO out of review? Margaret McGee
How can I change the way my facets display in Primo VE, and how can I troubleshoot display problems? Michelle Eichelberger
How can I control what bib record content displays in the brief record in my results list? Michelle Eichelberger
Is there any benefit to setting a timeout limit for guest users? Michelle Eichelberger
How does “Did you mean” or "Did you intend to search for" work, where does it come from, and can you disable it? Michelle Eichelberger
What browsers are supported for use with Primo VE? Michelle Eichelberger
How do I unlink a bib record from the NZ? Margaret McGee
How do I configure the "Share With Network" function in the MD Editor to match the NZ configuration? Margaret McGee
How do I link an Institutional Zone (IZ) record with the NZ using "Share with Network"? Margaret McGee
When would I use "Share with Network" in the MD Editor? Margaret McGee
Where do I make changes/corrections/additions to a Network Zone (NZ) bib record? Margaret McGee
How do I create an IZ OCLC export for Alma? Margaret McGee
How do I apply the NZ normalization rule to the IZ for an IZ integration or import profile? Margaret McGee
How do I set up the OCLC Connexion Web Client to export bib records into the NZ? Margaret McGee
Why is the IZ OCLC Export Profile not working? Margaret McGee
What should I do if I receive a resource sharing request for an article? Tim Jackson
How Do I Change My Link Resolver to Alma in Ebsco Admin? Shannon Pritting
How do I create a resource sharing lending deflection? Tim Jackson
How do I run usage reports for Primo? Esta Tovstiadi
What's the best way to find electronic collections activated by SUNY campuses in the NZ? Michelle Eichelberger
How do I move the active POL to the new Serial title and retain the item records on the previous serial title? Margaret McGee
Presentations and Workshops
LibAnswers:
FAQs Created in September 2019:
Where does the peer review indicator come from? Michelle Eichelberger
Are table of contents notes displayed and searchable in Primo VE? Nancy Babb
How long should things like activating e-collections, making changes to the Primo VE interface, indexing, etc. take to fully show up in the system so we can know when to test? Michelle Eichelberger
Can I modify the citation function in Primo VE? Michelle Eichelberger
How does the email function work in Primo VE and what do I do if it isn't working? Michelle Eichelberger
How do I renew an item? Jennifer Koerber
Can local MARC fields be searched in an Alma repository search? Margaret McGee
Where can advanced analytics training and information be found? Wendi Ackerman
Why didn't the brief bib record get updated after I added the OCLC#, saved the record, and exported the record from OCLC to the NZ? Margaret McGee
How to display the total number of rows in an analytics report Wendi Ackerman
Can the session time-out be increased for fulfillment/Circulation functions? Margaret McGee
Should I turn on publishing for Salesforce cases, and if so, how do I do that? Michelle Eichelberger
How do I suppress item records for serials that are generated from prediction patterns that have not been received? Margaret McGee
How to I create an NZ brief bib record for Ordering purposes? Margaret McGee
How can I delete a POL template? Margaret McGee
How do I change the default location for new POLs? Margaret McGee
Is there a way to print the results from browse shelf list in the Alma MD Editor? Margaret McGee
Do you need to activate the corresponding PCI collection for your Alma collection in order to get article level indexing to work? Michelle Eichelberger
How does the new Quick Print function work? Tim Jackson
How can you change a technical-migration process type to missing? Margaret McGee
How do I remove the missing item status? Margaret McGee
How do I change/mark an item record as missing? Margaret McGee
What's the best way to print a list of results from Primo VE? Michelle Eichelberger
Presentations and Workshops
LibAnswers:
FAQs Created in August 2019:
How is an Alma analytics report used to create a set in Alma? Wendi Ackerman
Which roles are needed to work in Alma Analytics? Wendi Ackerman
How do I configure the new Printout Queue function, and how does it work? Tim Jackson
What do I need to do to keep my resource sharing request lists clean? Tim Jackson
How do I associate a continuous POL to an existing serials or standing order holdings record? Margaret McGee
How do I process resource sharing borrowing requests? Tim Jackson
How come I cannot find the normalization rule I created when I try to run a job using the normalization rule? Margaret McGee
How can I change the location on a set of item records? Margaret McGee
How can I change a POL status from Sent to Closed? Margaret McGee
What do I do when I see this message in the MD Editor for and NZ bib record: "An external process has changed the original record..." Margaret McGee
How do I reduce the number of matching bib records a bib record is matching with in the MD Editor? Margaret McGee
Can I run the "Update PO lines Information- Advanced" to change a POL from electronic to print or vice versa? Margaret McGee
Is there a way to turn off the PO line claiming - process automation job? Margaret McGee
Where does the Resource Type display in Primo VE come from? Margaret McGee
How do I change a location on a set of records and also have the holdings MARC 852 $$k change the location as well? Margaret McGee
Can I delete a bib record from our IZ that has no inventory? Margaret McGee
How do I get an POL out of review that migrated with an Acquisitions Method of Purchase? Margaret McGee
How do we stop getting invoices to be waiting for payment? We are not using ERP and we want them to close upon creation. Margaret McGee
How do I link an IZ record to the NZ? Margaret McGee
How do I process resource sharing lending requsts? Tim Jackson
Do we need to continue changing the OCLC holdings symbol in MARC field 049 in the OCLC master record? Margaret McGee
How can I remove the call number from the holding record? Margaret McGee
How do I create a provenance code? Margaret McGee
How do I retrieve the OCLC number in an analytics report? Margaret McGee
How do I search by OCLC number in Alma? Margaret McGee
Can you have more than one holding record per location? Margaret McGee
Why are diacritics displaying strangely in Alma and Primo VE from an OCLC record I exported? Margaret McGee
How long does it take for an OCLC master record I updated in OCLC Connexion to show up in the NZ? Margaret McGee
How do I suppress dedup/FRBR for IZ records only in PrimoVE Margaret McGee
What is the IP range for Alma and Primo to be whitelisted? Kristy Lee
How do I process a lending request with a status of Locate Failed? Tim Jackson
Presentations and Workshops
August 6 & 7: Primo VE Meeting with Ex Libris at University at Buffalo - Shannon Pritting & Michelle Eichelberger
LibAnswers:
FAQs Created in July 2019:
What do I need to do to get my library links to show up in Google Scholar? Michelle Eichelberger
How and when would I relink an order? Sarah Maximiek
How do I use IDS Slips to print my resource sharing lending requests? Tim Jackson
Can I set up a barcode search for Primo? Michelle Eichelberger
How are Matching Records in the Md Editor handled? Margaret McGee
Can we track "comes with" titles? Sarah Maximiek
How do I hide bib records for the top level of an electronic collection from displaying in Primo? Michelle Eichelberger
How do I create a direct link to my catalog search or other searches? Michelle Eichelberger
How do I set up controlled vocabulary searching? For example, a search for heart attack would bring up results for myocardial infarction. Michelle Eichelberger
How can I create an ISBN search in Advanced Search and how can I make the ISBN display in the full record? Michelle Eichelberger
How Do I Run the SIS Synchronization for Student Information System Files in Alma? Shannon Pritting
Presentations and Workshops
July 3: Virtual Go-Live Party - Shannon Pritting