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Library Abbreviations (Alma Pull Slip Locations and Green Courier Slip Locations)

SCF SCF Procedures

American Bender Library AU American Law/Washington College of Law Pence Law Library AULL...

Updated 5 months ago by Tammy Hennig

How to Share a Use Case with WRLC HQ

Library Open Workflows

Overview WRLC welcomes ideas from the community about Alma workflows and integrations that could...

Updated 5 months ago by Jamie Kutzuba

Item's Home Institution: Reporting on Lost Items

Fulfillment Lost Processes in Alma

This workflow explains how to: Search for items in Alma that are currently marked as <Lost> R...

Updated 5 months ago by Angelique Carson

CU Law: New Borrowing Request Notification

Library Open Workflows Workflow Catalog

Notifies CU Law staff when an ILL request is submitted via Primo. At a glance Status: Activ...

Updated 5 months ago by Jamie Kutzuba

Renewing Lost Items

Fulfillment Lost Processes in Alma

This workflow explains how to renew an item that is currently in Lost status on a patron’s accoun...

Updated 5 months ago by Angelique Carson

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 5 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 5 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 5 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 5 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 5 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 6 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 6 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 6 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 6 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 6 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 6 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 6 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 6 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 6 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 7 months ago by Angelique Carson