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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 3 weeks 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 3 weeks 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 3 weeks 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 3 weeks 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 3 weeks 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 3 weeks 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 3 weeks ago by Angelique Carson

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 1 month 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 1 month ago by Jackie Saavedra

Resource Sharing Form (Delivery Fields) in Primo

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

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

Updated 1 month 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 1 month 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 1 month ago by Jackie Saavedra

Fulfillment Units and Fulfillment Rules

Fulfillment Fulfillment Unit Overview

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

Updated 1 month ago by Jackie Saavedra

Affiliate Library Configuration

WRLC HQ

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

Updated 1 month 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 month ago by Jackie Saavedra

Install Opticon Drivers & Application on a Computer

SCF SCF Procedures

We use Opticon OPN2001 barcode scanner for refiling and other tasks that involve scanning barcode...

Updated 1 month ago by Tammy Hennig

Alma Just In Time SAML provisioning

Howard University Howard User Admin

https://github.com/WRLC/AlmaSAMLJIT   AlmaSAMLJIT Alma SAML Just-In-Time user provisioning c...

Updated 1 month ago by Aaron Krebeck

User Groups

Fulfillment Fulfillment Unit Overview

To configure user groups, you generally need the User Administrator or General System Administrat...

Updated 1 month ago by Jackie Saavedra

Terms of Use (TOU)

Fulfillment Fulfillment Unit Overview

A Terms of Use is a bundle of specific fulfillment policies (such as loan periods, fine structure...

Updated 1 month ago by Jackie Saavedra

Physical Locations

Fulfillment Fulfillment Unit Overview

Physical locations in Alma are the essential infrastructure for managing physical inventory. A ph...

Updated 1 month ago by Jackie Saavedra