Skip to main content
The California State University
Unified Library Management System Guide

Table of Contents


  • ERM & CDI
    • CDI
      • Check Discoverability of NZ Collections
      • Configuration
      • Display CTO to Debug
      • Exclude E-Books
      • NZ CDI Management for Libraries
      • Quick Tips
      • Reduce Duplicates
      • Troubleshooting & Tips
    • ERM
      • Configuration in Alma
        • Display Logic
        • General Electronic Services (GES)
        • Online Service Order
        • OpenURL, Proxy & Display Logic in the IZ
        • PubMed API Integration Profile
        • Springer Autoload Integration
        • Perpetual collections in the NZ
        • Wiley AutoHoldings Integration and Perpetual Access
      • Documentation and References
        • Advanced Alma Queries
        • Create IZ Licenses from NZ License Template
        • How to do Alma Weekly Updates
        • Maintaining local e-resources
        • RapidILL Lending Note and License Terms
        • Reconcile electronic collection holdings
        • Using HTML Tags in Public Notes
        • Electronic Collection Quick Update
        • Electronic Resource Management Glossary of Terms
        • Ebook Lending Flow Chart
        • Electronic Core Collection Criteria
      • EBSCO New User Interface
      • NZ Resources
        • E-Book User Limit Notes
        • Network Zone Open Access Activation Criteria
        • NZ Overlap and Comparison Tool
        • Updating Free Misc Collections in the NZ
        • NZ Fiscal Year Rollover
        • ERM & CDI Weekly Update format
        • Alma & CDI Weekly Update Format
      • Troubleshooting Tips
        • EBSCO Support: Opening a Case
        • ERM Best Practices
        • Ex Libris System Status
        • Problem Reporting Best Practices and FAQ
        • Troubleshooting Tips & Tricks
        • Video titles mismatch in PrimoVE
    • CSU ACQ/ERM Contacts
    • Vendor Support Contacts
  • Fulfillment
    • Configurations
      • Walk-in User (Visiting Patrons) Configurations
  • Resource Sharing
    • Video Library
    • One System: Rapido
      • Checklist
      • CSU Recommended Pods
      • Configuration Changes
      • Borrowing Sets
      • Remove Partner of Last Resort
      • Partner Notice
      • ALA Email Partner Workflow
      • ILLiad/WorldShare Analytics
      • Adding Partners Using Other Systems
    • Configuration
      • General Configuration
        • Member Library
        • Rapido Pods
          • eBook Pod Configuration
        • Borrowing Mediation Rules
          • Recommended Borrowing Mediation Rules
        • Borrowing Copyright Rule
          • Recommended Borrowing Copyright Rules
        • Article Expiration and Download Limit
      • Discovery Configuration
        • Rapido Search Profiles and the Global Title Index
      • Letters
        • Letters Basics
        • Letter Templates
          • Email Templates
        • Pull Slip Logos
      • WorldShare as Partner of Last Resort
        • WorldShare (Configuration)
        • WorldShare (Borrowing Workflow)
      • Optional Configurations
        • Request It!
      • Outside Partner Configurations
        • ILLiad and Rapido ISO Connection
        • Hybrid Pod
          • Deep Link
        • Self Registration Partner
          • Self Registration and ALA Library Workflow
        • ALA Email Partner
      • Holiday Closures
    • Workflows
      • Discovery & Requesting
        • Requesting a Physical Item or Book Chapter
        • Requesting an Article
        • Checking Request Status
        • Rapido Blank Form
        • Tiles, Pods, and Behind the Curtain
      • General Workflows
        • Navigating Alma
        • Rapido Sets
        • Creating Lending Sets
        • Creating Borrowing Sets
        • Printing Paperwork
      • Lending Workflows
        • Locate Failed
        • Lending Physical Items
        • Lending Scans of Physical Items
        • Lending Electronic Resources
        • Document Delivery
        • Conditional Requests (Lending)
        • Rejecting Requests
      • Borrowing Workflows
        • Borrowing Physical Items
        • Borrowing Digital Items
        • Awaiting Request Processing
        • Conditional Requests (Borrowing)
        • Enrich From Global Index
        • Awaiting Copyright Clearance
        • Convert Resource Type
        • Reactivating Accidentally Returned Requests
      • Walk-In Patron
        • Walk-In User Policy
        • Walk-In User Workflow
      • Lost Item Workflows
        • Lost Items Workflow
      • Optional Workflows
        • Request It! Workflows
      • Troubleshooting
        • SalesForce Ticketing
        • Receive From ILLiad/WorldShare
    • Courier
  • Analytics
    • ACRL Survey Information
    • Alma Analytics training resources
    • SUSHI Resources
    • Working with Network Zone Analytics
  • Policies
    • Acquisitions
      • Ordering Using the Alma Network Zone (Policy)
      • Alma Brief Record Level Configuration (Policy)
      • In-Process Brief Bib Records & Minimum Acquisitions Data (Policy)
      • View Licenses in the NZ
    • Discovery
      • Unified Discovery Name (Policy)
    • ERM
      • E-Books and Media (Policy)
      • Provider-Neutral Records & Use of Database-Level Records (Policy)
    • Fulfillment
      • One year loan for Faculty/Staff (Policy)
      • Term-Long Loan period for Students (Policy)
    • Resource Management
      • OCLC Cataloging subscription (Policy)
      • CKB Descriptive Records for Shared Electronic Collections (Policy)
      • Bound-withs (Policy)
      • Language of Cataloging (Policy)
      • Withdrawals (Policy)
      • Cataloging at the WorldCat Level (Policy)
      • MARC Fields Excluded from ULMS (Policy)
    • Resource Sharing
      • Loan Periods (Policy)
      • Renewals (Policy)
    • Systems
      • Network Zone Normalization (Policy)
      • Working in Alma and the Network Zone (Policy)
    • Analytics
      • CSU Libraries’ Alma & Primo Analytics Consortial Folder (Policy)
    • Policy on policies
  • Acquisitions
    • Ordering Opt-in collection from the NZ
    • Updating an IZ POL for an NZ Opt-in E-collection
    • Negotiated License cost update for new FY
    • Replacing an E-collection on a POL
    • Fiscal period rollover/closure
  • Discovery
    • Discovery Studies
  • General
    • Best practices for SalesForce
    • Campus Names and Codes
    • Label printers for libraries - advice page
    • Product use or implementation by campus
    • ULMS Campus contacts
  • Resource Management
    • CSU Cataloging Contacts
    • Bound-withs: Creating a Host Bibliographic Record
    • Digital bookplates
    • How to create a portfolio
    • How to move an item to another holdings record on the same bibliographic record
    • How to transfer an item record to a different bibliographic record
    • MARC Fields in Primo
    • MARC Holdings Records: Best Practices Recommendations & Procedures
    • Suppression or Display of MARC Fields in OCLC Records in Primo
  • Normalization Rules TF
    • Request a norm rule
    • CSU VE Norm Rule collection
    • How to edit display fields
    • How to add display fields to a brief or full record
  • Inclusive Description TF
    • Inclusive Description Current Work
  • Data Issues TF
  • Linked Data
    • Learn about linked data
    • Linked data in Alma/Primo
  • Best practices for SalesForce
  • Campus Names and Codes
  • Label printers for libraries - advice page
  • Product use or implementation by campus
  • ULMS Campus contacts

Book traversal links for General

General

  • Best practices for SalesForce
  • Campus Names and Codes
  • Label printers for libraries - advice page
  • Product use or implementation by campus
  • ULMS Campus contacts

Book traversal links for General

Consistent with California law and federal civil rights laws, the CSU provides equal opportunity in education and employment to all without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin.
 
©2025 California State University | Academic & Student Affairs | Academic Technology Services
Accessibility Statement | Privacy Notice
Built by Academic Web Application Design & Development
User account menu
  • Log in