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In Alma, the Fulfillment Unit is the fundamental structural component that governs how items circulate within your institution.  A Fulfillment Unit is a logical grouping of one or more physical locations within your institution that all share and apply th...

The Fulfillment Configuration Utility, which can be found in Fulfillment > Advanced Tools - Loans > Fulfillment Configuration Utility is an essential diagnostic and testing tool within Alma used by administrators to validate and troubleshoot the circulation ru...

Physical locations in Alma are the essential infrastructure for managing physical inventory. A physical location is always associated with a library (not the institution) and dictates the default policies and workflows for the items housed there. For more inf...

To configure user groups, you generally need the User Administrator or General System Administrator role. The process involves two main steps: Defining the User Groups Navigate to the User Groups code table: Configuration Menu > User Management > Us...

A Terms of Use is a bundle of specific fulfillment policies (such as loan periods, fine structures, and renewal options) that are applied to items, patrons, or services within a library. TOUs are attached to Fulfillment Unit Rules to determine the policie...

Alma item policies are a tool used in the Alma Fulfillment module to create exception rules that override the standard circulation rules for specific items. Configuring Item Policies Item policies are configured via a Code Table at the institutional leve...

This workflow explains how WRLC staff can retrieve a patron record in Ex Libris Alma when the patron does not have a physical ID card available for barcode scanning. It integrates best practices from Ex Libris and peer consortia  to minimize search errors and ...

This workflow guides WRLC staff through creating new patron records in Ex Libris Alma.  1: Navigate to the Patron Registration Screen In the left-hand navigation panel, select: Fulfillment> Manage Patron Services. The <Patron Identification> screen will appea...

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://...

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...