Fulfillment
Here you will find information on general policies, procedures and supporting documentation for Alma Fulfillment modules. This book includes how material, both physical and digitized, is shared with patrons.
- Fulfillment Units
- Check In/Check Out
- Hold Item Requests
- Consortium Loan Services (CLS)/ Automated Fulfillment Services (AFN)
- Resource Sharing
- Move (both temporary and permanent)
- ILL (both physical and digitization)
Consortium Loan Services (CLS)/ Automated Fulfillment Network (AFN)
The Washington Research Library Consortium (WRLC) supports resource sharing among its nine member...
Fulfillment Units and the AFN
In a consortial (shared) environment using an Alma Network Zone (NZ), a Network Fulfillment Unit ...
Consortial Partners in CLS/AFN
Lending and Borrowing Partners These partners are configured in the ROTA for the "Consortium Boo...
AFN Network Zone Configurations
The following Automated Fulfillment Network (AFN) configurations are set in the WRLC Network Zone...
AFN Institution Zone Configurations
The following Automated Fulfillment Network (AFN) configurations are set in each WRLC Institution...
Faculty Due Date Maintenance
Each IZ that participates in consortial lending needs to maintain the fixed due date on their cal...
Linked Patron Accounts
How to update a Linked Patron Account Patron linked accounts can be updated in several ways. ...
Standard Opening Hours
Impact on Due Dates A library's Standard Opening Hours along with other events in their calenda...
Discharging CLS Hold Shelf Items
This workflow explains how to properly discharge CLS (Consortium Library Services) Hold Shelf i...
Expired Hold Shelf Audit Workflow
This workflow is used when auditing items that appear on the Expired Hold Shelf but cannot be p...
Weekly Request Status Exception Report
The Weekly Request Status Exception report reflects requests that have stalled in the rota the pr...
Display Logic Rules for the AFN/CLS Request Form in Primo
The Display Logic Rules configuration page determines when and for whom various Primo links appea...
Resource Sharing Form (Delivery Fields) in Primo
Information about configuring the Delivery Fields section of the Resource Sharing Form in Primo c...
CLS Lost In Transit | Expired Hold Shelf Reconciliation Audit 2026
On an annual basis, WRLC AFN (Alma Fulfillment Network) libraries, that participate in CLS (Conso...
Peer to Peer Resource Sharing
Instructions and information on how to set up peer-to-peer resource sharing in Alma.
Peer-to-Peer (P2P) Resource Sharing at WRLC
Peer-to-Peer (P2P) resource sharing is a library-to-library lending model that enables academic l...
Configuring Peer to Peer Resource Sharing in the IZ
To fully configure peer to peer resource sharing, you will need to configure the following: Te...
Moving P2P partner profiles from the NZ to the IZ (Cancelled)
NOTE: Ex Libris has changed their original assessment of the issue; after some testing, they now ...
SUNY P2P partners Stony Brook, Binghamton, Albany, and Buffalo
Although the policy is for all Peer to Peer configuration to exist in the Institution Zone only, ...
Adding P2P Partners from the Resource Sharing Directory
Downloading a P2P Partner from the Resource Sharing Directory To download a new P2P partner and ...
How to Process Borrowed Peer to Peer (P2P) Items
This workflow explains how to process books borrowed from partnering Peer to Peer (P2P) libraries...
How to Process Loaned Peer to Peer (P2P) Items
This section covers how to process outgoing P2P lending requests: printing pull slips, retrieving...
Addons
Information on Addons that enhance SCF processing of both physical and digitial requests.
Delivery Routes and Codes
Partners with Library Names, Pull Slip Codes and Courier Slip Code.
Affiliate Libraries
Affiliate libraries of WRLC, such as National Geographic, place and receive requests only for the...
Fulfillment Unit Overview
Overview of the Alma Fulfillment Unit and its key components—Terms of Use, user groups, item loca...
Fulfillment Units and Fulfillment Rules
In Alma, the Fulfillment Unit is the fundamental structural component that governs how items ...
Fulfillment Configuration Utility
The Fulfillment Configuration Utility, which can be found in Fulfillment > Advanced Tools - Loans...
Physical Locations
Physical locations in Alma are the essential infrastructure for managing physical inventory. A ph...
User Groups
To configure user groups, you generally need the User Administrator or General System Administrat...
Terms of Use (TOU)
A Terms of Use is a bundle of specific fulfillment policies (such as loan periods, fine structure...
Item Policies
Alma item policies are a tool used in the Alma Fulfillment module to create exception rules that ...
Fulfillment Procedures
This chapter includes general Fulfillment overview procedures
How to log into a Fulfillment Workstation and Change Locations
This document provides detailed guidance on how to log into Ex Libris Alma, select and manage ful...
How to Look Up a Patron Without an ID Card New Page
This workflow explains how WRLC staff can retrieve a patron record in Ex Libris Alma when the pat...
How to Add a Patron to the Database
This workflow guides WRLC staff through creating new patron records in Ex Libris Alma. Required...
How to Set Up a Proxy Borrower and Check Out an Item by Proxy
This workflow explains how WRLC staff can configure one patron to act as a proxy borrower for ano...
How to Bring Up a Patron Record and Check Items Out
This workflow guides WRLC library staff through the process of locating a patron record and check...
How to Check an Item In or Out When the Barcode is Missing or Illegible
Circulation Desk staff may occasionally encounter physical materials with missing, damaged, or il...
How to Manage the Pick from Shelf List
This workflow explains how to access and manage the Pick from Shelf list (also known as the Pick ...
How to Set an Item Status to Missing
This workflow explains how to manually set a physical item’s status to <Missing> in Ex Libris Alm...
How to Add a Fulfillment Note to an Item
A <Fulfillment Note> in Ex Libris Alma displays a pop-up message whenever an item is checked out ...
How to Renew Items
This workflow explains how to renew checked-out items for a patron in Ex Libris Alma. Renewals ex...
How to Manage Item Holds
This workflow explains how to process items with hold requests. It covers when to send items to t...
How to Add a Patron Note
This workflow explains how to add, edit, and delete notes on a patron’s record in Ex Libris Alma ...
How to Check In Items
This workflow outlines how to check in items in Ex Libris Alma, either for a single patron or for...
How to Manage Patron Blocks
This workflow explains how to handle item checkouts for patrons whose accounts are blocked in Alm...
How to Manage Fines and Fees
This workflow describes how library staff can view, pay, apply, waive, dispute, and restore fines...
How to Add a Pop Up Note to a Patron's Account
A pop-up note is used to alert library staff to important information about a patron when their r...
AFN Digitization Workflow
This workflow defines the WRLC-wide, institution-neutral procedure for submitting, processing, an...