Non CLS Fulfillment
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...