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How to Renew Items

Fulfillment

This workflow explains how to renew checked-out items for a patron in Ex Libris Alma. Renewals ex...

Updated 2 days ago by Angelique Carson

How to Add a Fulfillment Note to an Item

Fulfillment

A <Fulfillment Note> in Ex Libris Alma displays a pop-up message whenever an item is checked out ...

Updated 2 days ago by Angelique Carson

How to Set an Item Status to Missing

Fulfillment

This workflow explains how to manually set a physical item’s status to <Missing> in Ex Libris Alm...

Updated 2 days ago by Angelique Carson

How to Manage the Pick from Shelf List

Fulfillment

This workflow explains how to access and manage the Pick from Shelf list (also known as the Pick ...

Updated 2 days ago by Angelique Carson

How to Check an Item In or Out When the Barcode is Missing or Illegible

Fulfillment

Circulation Desk staff may occasionally encounter physical materials with missing, damaged, or il...

Updated 2 days ago by Angelique Carson

How to Bring Up a Patron Record and Check Items Out

Fulfillment

This workflow guides WRLC library staff through the process of locating a patron record and check...

Updated 2 days ago by Angelique Carson

How to Add a Patron to the Database

Fulfillment

This workflow guides WRLC staff through creating new patron records in Ex Libris Alma.  Required...

Updated 2 days ago by Angelique Carson

How to Set Up a Proxy Borrower and Check Out an Item by Proxy

Fulfillment

This workflow explains how WRLC staff can configure one patron to act as a proxy borrower for ano...

Updated 2 days ago by Angelique Carson

How to Look Up a Patron Without an ID Card New Page

Fulfillment

This workflow explains how WRLC staff can retrieve a patron record in Ex Libris Alma when the pat...

Updated 2 days ago by Angelique Carson

How to log into a Fulfillment Workstation and Change Locations

Fulfillment

This document provides detailed guidance on how to log into Ex Libris Alma, select and manage ful...

Updated 2 days ago by Angelique Carson

AFN Network Zone Configurations

Fulfillment CLS/AFN

The following Automated Fulfillment Network (AFN) configurations are set in the WRLC Network Zone...

Updated 2 days ago by Jackie Saavedra

Resource Sharing Form (Delivery Fields)

Discovery - Primo VE Discovery - Primo VE Configuration

The Delivery Fields section of the Resource Sharing Form configuration determines which (if any) ...

Updated 2 days ago by Jackie Saavedra

Display Logic Rules for the AFN/CLS Request Form in Primo

Discovery - Primo VE Discovery - Primo VE Configuration

Information about configuring the display logic rules for the AFN/CLS Request Form displayed in P...

Updated 2 days ago by Jackie Saavedra

Resource Sharing Form (Delivery Fields) in Primo

Fulfillment CLS/AFN

Information about configuring the Delivery Fields section of the Resource Sharing Form in Primo c...

Updated 2 days ago by Jackie Saavedra

AFN Institution Zone Configurations

Fulfillment CLS/AFN

The following Automated Fulfillment Network (AFN) configurations are set in each WRLC Institution...

Updated 2 days ago by Jackie Saavedra

SCF Physical Locations

Shared Collections Facility (SCF) Insti...

Below are all of the Remote Storage locations configured in each individual Institution Zone in t...

Updated 2 days ago by Jackie Saavedra

Metadata Infrastructure in the SCF IZ

Shared Collections Facility (SCF) Insti...

Every item that resides in the WRLC's Shared Collections Facility (SCF) has two records in our Ne...

Updated 2 days ago by Jackie Saavedra

Fulfillment Units and Fulfillment Rules

Fulfillment Fulfillment Overview

In Alma, the Fulfillment Unit is the fundamental structural component that governs how items ...

Updated 3 days ago by Jackie Saavedra

Affiliate Library Configuration

WRLC HQ

1. Create user group Configuration > User Management > User Details > User Groups + Add Row ...

Updated 3 days ago by Jackie Saavedra

Remote Storage App Configuration

Shared Collections Facility (SCF) Insti... Remote Storage App

Configuration Files There are two configuration files found on the scfapp@sftp.wrlc.org : Liv...

Updated 1 week ago by Jackie Saavedra