Fulfillment
How material, both physical and digitized, is shared with patrons.
Types of Fulfillment requests include:
Booking
Hold
CLS/AFN
Resource Sharing
Move (both temporary and permanent)
ILL (both physical and digitization)
CLS/AFN
Common Alma policies and tasks related to consortial lending and borrowing. For a detailed expla...
Faculty Due Date Maintenance
Each IZ that participates in consortial lending needs to maintain the fixed due date on their cal...
Consortial Partners in CLS/AFN
Lending and Borrowing Partners These partners are configured in the ROTA for the "Consortium Boo...
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
Expired Hold Shelf Audit Workflow
Weekly Request Status Exception Report
The Weekly Request Status Exception report reflects requests that have stalled in the rota the pr...
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...
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...
Peer to Peer Resource Sharing
Instructions and information on how to set up peer-to-peer resource sharing in Alma.
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 ...
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.
wrlc user
Patron accounts with the "wrlc user" user group are patron accounts in an IZ that is not their ho...
Affiliate Libraries
How members of affiliate libraries can request items in the SCF IZ or in Primo
Fulfillment Overview
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 ...
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. 1: Navig...