Search Results

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...

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...