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This workflow explains how WRLC staff can configure one patron to act as a proxy borrower for another patron in Ex Libris Alma, and how to manage checkouts performed by proxy.  A Proxy Borrower is someone granted permission to borrow materials on behalf of an...

Circulation Desk staff may occasionally encounter physical materials with missing, damaged, or illegible barcodes during check-in or check-out. Manual lookup ensures continuity of circulation service while maintaining accurate fulfillment statistics. It also p...

This workflow explains how to access and manage the Pick from Shelf list (also known as the Pick List) in Ex Libris Alma.The pick list identifies items currently requested for patron holds, course reserves, or resource sharing requests within your library or a...

This workflow explains how to manually set a physical item’s status to <Missing> in Ex Libris Alma when the item cannot be found during shelf checks, fulfillment requests, or inventory reconciliation. Manually setting an item to <Missing> ensures accurate hold...

A <Fulfillment Note> in Ex Libris Alma displays a pop-up message whenever an item is checked out or checked in.This note provides staff with important information or warnings related to that item- such as loan restrictions, condition alerts, or routing instruc...

This workflow outlines how to check in items in Ex Libris Alma, either for a single patron or for multiple patrons. Checking in items ensures Alma updates item status, loan history, and availability for the next request or hold. When to Reference This Documen...

This workflow explains how to renew checked-out items for a patron in Ex Libris Alma. Renewals extend the due date for eligible items based on fulfillment policies, user groups, and loan terms. Accurate renewals ensure patrons retain needed materials while mai...

https://github.com/WRLC/AlmaSAMLJIT AlmaSAMLJIT Alma SAML Just-In-Time user provisioning configuration XSL Transformation scripts for JIT SAML provisioning of user accounts Testing and development Here is a good basic introduction to XSLT: https://w...

We use Opticon OPN2001 barcode scanner for refiling and other tasks that involve scanning barcodes. On our computer we need two things: drivers and application to be able to download data from OPN2001. OPN-2001 - Opticon Technical Support Knowledge Base Cli...

Information about configuring the Delivery Fields section of the Resource Sharing Form in Primo can be found on the Resource Sharing Form (Delivery Fields) page of the WRLC Alma Wiki. These configuration settings determine which (if any) pickup locations are d...

Information about configuring the display logic rules for the AFN/CLS Request Form displayed in Primo can be found on the Display Logic Rules for the AFN/CLS Request Form in Primo page of the WRLC Alma Wiki. These configuration settings determine when and for ...

This workflow explains how to process items with hold requests. It covers when to send items to the hold shelf, how to manage active and expired holds, and how to reshelve, forward, or activate subsequent requests. When to Reference This Document: When che...

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...

Peer-to-Peer (P2P) resource sharing is a library-to-library lending model that enables academic libraries to share physical materials directly with one another using the Alma library services platform. At the WRLC, P2P resource sharing expands traditional cons...