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This workflow explains how to handle item checkouts for patrons whose accounts are blocked in Alma, as well as how to apply or remove patron blocks. When to Reference This Document: When a patron cannot borrow due to fines, expired accounts, or administr...

This workflow explains how to add, edit, and delete notes on a patron’s record in Ex Libris Alma and how those notes appear to patrons in Primo VE. When to Reference This Document: When staff need to record information about patron communication, borrowing...

This workflow describes how library staff can view, pay, apply, waive, dispute, and restore fines and fees. It also covers how to view patron-visible notifications related to fines and fees. When to Reference This Document: When patrons pay outstanding f...

Plustek Book Pavilion: Application: Plustek OCR (click in the drop-down menu) This will automatically add OCR when you click transfer after the scan is completed. There is another option but it will take a while: Scan article as normal Click Transfer O...

This workflow explains how to process books borrowed from partnering Peer to Peer (P2P) libraries. Thank you George Washington University for sharing your workflow processes. When to Reference This Document: When books arrive via delivery or mail from par...

This section covers how to process outgoing P2P lending requests: printing pull slips, retrieving items, and shipping them to the borrowing library. Alma relies on consistent slip printing, item scanning, and shipment processing to maintain the lending side of...

User Groups Below are the active user groups in the Shared Collections Facility (SCF) Institution Zone (IZ) User Group User Group Code Type Notes Library pickup locations wrlclib Internal Patron accounts that represent each library p...

There are two user groups in the Network Zone Alma. User Group User Group Code Type Notes WRLC HQ Staff wrlchq Internal User group for all staff working at WRLC HQ WRLC Analytics User wrlcanalytics Internal User group for patron acc...