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Returning Lost Items

Fulfillment Lost Processes in Alma

When you receive a Lost item, the best practice is to use Fulfillment> Return Items to return the...

Updated 4 months ago by Angelique Carson

Item's Home Institution: Marking Items Claimed Return

Fulfillment Lost Processes in Alma

This workflow explains how to mark an item as Claimed Returned in Alma when a patron states they ...

Updated 4 months ago by Angelique Carson

Item's Home Institution: Library Staff Manually Applying Lost Item Status

Fulfillment Lost Processes in Alma

This workflow explains how library staff manually mark an item as Lost from a patron’s active loa...

Updated 4 months ago by Angelique Carson

How to Manage Fines and Fees

Fulfillment Fulfillment Procedures

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

Updated 4 months ago by Angelique Carson

How to Check In Items

Fulfillment Fulfillment Procedures

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

Updated 4 months ago by Angelique Carson

Reporting an Issue

Support Assistance WRLC Service Desk (Request Tracker)

To contact the WRLC regarding an issue with one of our services, please use the WRLC Service Desk...

Updated 5 months ago by Jamie Kutzuba

WRLC Retention and WRLC Permanent designation in Alma

Resources - Metadata Resources - Metadata Configuration

Overview Within our consortium's Alma system, items that are designated for WRLC shared retentio...

Updated 5 months ago by Jackie Saavedra

SCF - Update Internal Note 1

Library Open Workflows Workflow Catalog

A form is used to input and update the Internal Note 1 field in both the Shared Collections Facil...

Updated 5 months ago by Aaron Krebeck

SCF - Update Item Call Number

Library Open Workflows Workflow Catalog

A form is used to input and update the Item Call Number field in both the Shared Collections Faci...

Updated 5 months ago by Aaron Krebeck

SCF - Update Internal Note 3

Library Open Workflows Workflow Catalog

A form is used to input and update the Internal Note 3 field in the Shared Collections Facility (...

Updated 5 months ago by Aaron Krebeck

OCLC Multi Match List Page

Library Open Workflows Workflow Catalog

Automatically generates a daily Excel report of all OCLC multi-match bibliographic records fr...

Updated 5 months ago by Jackie Saavedra

AFN Digitization Workflow

Fulfillment Fulfillment Procedures

This workflow defines the WRLC-wide, institution-neutral procedure for submitting, processing, an...

Updated 5 months ago by Angelique Carson

Trinity Students/Faculty update purge dates

Library Open Workflows Workflow Catalog

Creates a set of non-expired patron accounts for Trinity University faculty and students in the S...

Updated 5 months ago by Jackie Saavedra

OCLC Job Reports

Library Open Workflows Workflow Catalog

Gathers job report statistics from Network Zone import profiles (specifically OCLC Overlay import...

Updated 5 months ago by Jackie Saavedra

How to Add a Pop Up Note to a Patron's Account

Fulfillment Fulfillment Procedures

A pop-up note is used to alert library staff to important information about a patron when their r...

Updated 6 months ago by Angelique Carson

Discharging CLS Hold Shelf Items

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

This workflow explains how to properly discharge CLS (Consortium Library Services) Hold Shelf i...

Updated 6 months ago by Angelique Carson

Expired Hold Shelf Audit Workflow

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

This workflow is used when auditing items that appear on the Expired Hold Shelf but cannot be p...

Updated 6 months ago by Angelique Carson

Peer-to-Peer (P2P) Resource Sharing at WRLC

Fulfillment Peer to Peer Resource Sharing

Peer-to-Peer (P2P) resource sharing is a library-to-library lending model that enables academic l...

Updated 6 months ago by Angelique Carson

Linked Patron Accounts

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

How to update a Linked Patron Account Patron linked accounts can be updated in several ways. ...

Updated 6 months ago by Jackie Saavedra

Alma/Primo Sandboxes

Sandboxes

Alma/Primo Sandboxes WRLC has three premium Alma/Primo sandboxes, with data and configurations f...

Updated 6 months ago by Jackie Saavedra