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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...

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...

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...

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...

This workflow defines the WRLC-wide, institution-neutral procedure for submitting, processing, and fulfilling digitization requests for materials housed at the Shared Collections Facility (SCF) using: ILLiad as the staff-facing request management system ...

A pop-up note is used to alert library staff to important information about a patron when their record is accessed in Alma. Use a pop-up note when staff need to see time-sensitive or high-importance information before completing circulation actions such as ch...

On an annual basis, WRLC AFN (Alma Fulfillment Network) libraries, that participate in CLS (Consortium Loan Services), conduct an annual Reconciliation Audit to identify and resolve materials that have an outstanding In Transit status and Expired Hold Shelf st...

This workflow explains how library staff manually mark an item as Lost from a patron’s active loan record in Alma.  When to Reference This Document: Use this procedure when: A patron reports an item as Lost An item is significantly overdue and meets loca...

This workflow explains how to mark an item as Claimed Returned in Alma when a patron states they have already returned an item, but the system still shows it as on loan. When to Use this Workflow A patron disputes responsibility for an item An item ...

When you receive a Lost item, the best practice is to use Fulfillment> Return Items to return the item. Alma removes the loan from the patron’s account and deletes the replacement fee for the item. If you delete the loan (as seen in the below image), Alma wil...

This workflow explains how to renew an item that is currently in Lost status on a patron’s account in Alma. Use this workflow when: A patron still has the item and needs more time Staff determine the item should remain on loan instead of being billed as l...

This workflow explains how to process a Lost item as Lost and Paid in Alma when a patron has paid the replacement fee, allowing the system to: Remove the item from the patron’s Active Loans Mark the item’s process type as Lost and Paid Resolve t...

This workflow explains how to: Search for items in Alma that are currently marked as <Lost> Review the Found Lost Items Report to identify items that have been returned and had their associated fees automatically adjusted Use this workflow when: Moni...