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How to Check an Item In or Out When the Barcode is Missing or Illegible

Fulfillment Fulfillment Procedures

Circulation Desk staff may occasionally encounter physical materials with missing, damaged, or il...

Updated 4 months ago by Angelique Carson

How to Bring Up a Patron Record and Check Items Out

Fulfillment Fulfillment Procedures

This workflow guides WRLC library staff through the process of locating a patron record and check...

Updated 4 months ago by Angelique Carson

How to Set Up a Proxy Borrower and Check Out an Item by Proxy

Fulfillment Fulfillment Procedures

This workflow explains how WRLC staff can configure one patron to act as a proxy borrower for ano...

Updated 4 months ago by Angelique Carson

How to Set an Item Status to Missing

Fulfillment Fulfillment Procedures

This workflow explains how to manually set a physical item’s status to <Missing> in Ex Libris Alm...

Updated 4 months ago by Angelique Carson

How to Add a Patron to the Database

Fulfillment Fulfillment Procedures

This workflow guides WRLC staff through creating new patron records in Ex Libris Alma.  Required...

Updated 4 months ago by Angelique Carson

How to Add a Fulfillment Note to an Item

Fulfillment Fulfillment Procedures

A <Fulfillment Note> in Ex Libris Alma displays a pop-up message whenever an item is checked out ...

Updated 4 months ago by Angelique Carson

How to Renew Items

Fulfillment Fulfillment Procedures

This workflow explains how to renew checked-out items for a patron in Ex Libris Alma. Renewals ex...

Updated 4 months ago by Angelique Carson

How to Look Up a Patron Without an ID Card New Page

Fulfillment Fulfillment Procedures

This workflow explains how WRLC staff can retrieve a patron record in Ex Libris Alma when the pat...

Updated 4 months ago by Angelique Carson

How to Manage Item Holds

Fulfillment Fulfillment Procedures

This workflow explains how to process items with hold requests. It covers when to send items to t...

Updated 4 months ago by Angelique Carson

How to Add a Patron Note

Fulfillment Fulfillment Procedures

This workflow explains how to add, edit, and delete notes on a patron’s record in Ex Libris Alma ...

Updated 4 months ago by Angelique Carson

How to log into a Fulfillment Workstation and Change Locations

Fulfillment Fulfillment Procedures

This document provides detailed guidance on how to log into Ex Libris Alma, select and manage ful...

Updated 4 months ago by Angelique Carson

How to Manage Patron Blocks

Fulfillment Fulfillment Procedures

This workflow explains how to handle item checkouts for patrons whose accounts are blocked in Alm...

Updated 4 months ago by Angelique Carson

Resource Sharing Form (Delivery Fields)

Discovery - Primo VE Discovery - Primo VE Configuration

The Delivery Fields section of the Resource Sharing Form configuration determines which (if any) ...

Updated 4 months ago by Jackie Saavedra

Display Logic Rules for the AFN/CLS Request Form in Primo

Discovery - Primo VE Discovery - Primo VE Configuration

Information about configuring the display logic rules for the AFN/CLS Request Form displayed in P...

Updated 4 months ago by Jackie Saavedra

Resource Sharing Form (Delivery Fields) in Primo

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

Information about configuring the Delivery Fields section of the Resource Sharing Form in Primo c...

Updated 4 months ago by Jackie Saavedra

SCF Physical Locations

Shared Collections Facility (SCF) Insti...

Below are all of the Remote Storage locations configured in each individual Institution Zone in t...

Updated 4 months ago by Jackie Saavedra

Metadata Infrastructure in the SCF IZ

Shared Collections Facility (SCF) Insti...

Every item that resides in the WRLC's Shared Collections Facility (SCF) has two records in our Ne...

Updated 4 months ago by Jackie Saavedra

Fulfillment Units and Fulfillment Rules

Fulfillment Fulfillment Unit Overview

In Alma, the Fulfillment Unit is the fundamental structural component that governs how items ...

Updated 4 months ago by Jackie Saavedra

Remote Storage App Configuration

Shared Collections Facility (SCF) Insti... Remote Storage App

Configuration Files There are two configuration files found on the scfapp@sftp.wrlc.org : Liv...

Updated 4 months ago by Jackie Saavedra

Install Opticon Drivers & Application on a Computer

SCF SCF Procedures

We use Opticon OPN2001 barcode scanner for refiling and other tasks that involve scanning barcode...

Updated 4 months ago by Tammy Hennig