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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 guides WRLC library staff through the process of locating a patron record and checking items out in Ex Libris Alma, including both local and consortium patrons. Required Roles The options available under the Fulfillment menu are dependent upon ...

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.  Required Roles The options available under the Fulfillment menu are dependent upon your assigned user roles. Your list of options may be different than the screenshots in...

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://...

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...