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How to Manage Fines and Fees

Fulfillment Non CLS Fulfillment

This workflow describes how library staff can view, pay, apply, waive, dispute, and restore fines...

Updated 1 day ago by Angelique Carson

Add Optical Character Recognition (OCR) to a PDF using the Plustek Book Pavilion

SCF SCF Procedures

Plustek Book Pavilion: Application: Plustek OCR (click in the drop-down menu) This will automat...

Updated 1 day ago by Tammy Hennig

Updating a patron's linked account.

Fulfillment Consortium Loan Services (CLS)/ Automat...

Patron linked accounts can be updated in several ways. If a patron renews an item on loan from...

Updated 1 day ago by Kathy Kilduff

How to Manage the Pick from Shelf List

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

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

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

How to Bring Up a Patron Record and Check Items Out

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

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

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

How to Set an Item Status to Missing

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

How to Add a Patron to the Database

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

How to Add a Fulfillment Note to an Item

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

How to Renew Items

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

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

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

How to Manage Item Holds

Fulfillment Non CLS Fulfillment

This workflow explains how to process items with hold requests. It covers when to send items to t...

Updated 1 day ago by Angelique Carson

How to Add a Patron Note

Fulfillment Non CLS Fulfillment

This workflow explains how to add, edit, and delete notes on a patron’s record in Ex Libris Alma ...

Updated 1 day ago by Angelique Carson

How to Check In Items

Fulfillment Non CLS Fulfillment

This workflow outlines how to check in items in Ex Libris Alma, either for a single patron or for...

Updated 1 day ago by Angelique Carson

How to log into a Fulfillment Workstation and Change Locations

Fulfillment Non CLS Fulfillment

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

Updated 1 day ago by Angelique Carson

How to Manage Patron Blocks

Fulfillment Non CLS Fulfillment

This workflow explains how to handle item checkouts for patrons whose accounts are blocked in Alm...

Updated 1 day ago by Angelique Carson

AFN Network Zone Configurations

Fulfillment Consortium Loan Services (CLS)/ Automat...

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

Updated 2 weeks 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 weeks 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 weeks ago by Jackie Saavedra