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This document provides detailed guidance on how to log into Ex Libris Alma, select and manage fulfillment locations, and understand how these selections impact related workflows.  Required Roles The options available under the Fulfillment menu are dependent ...

CCC Shared Cost Formula Philosophy Trying to be fair to both small and large institutions alike, our shared cost formula considers both potential users and actual usage.  Pay-to-Play (potential users) Every institution should pay something for the privilege...

Workflow for methodically “Athenizing” your libguide links:   Log in to Libguides Go to the asset list (Content -> Assets from the menu): Filter the assets: Type “proxy” into the URL field. Select your name in the “Owner” dro...

If you cannot find the answer to your Alma or Primo question/issue, in the provided ExLibris Knowledge Center, the ExLibris Support Portal is available. Learn more about how to submit a case in the Support Portal User Guide: If you have an account, please l...

Ex Libris Idea Exchange FAQs Q: Can anyone submit an idea? A: Yes! The Ex Libris Idea Exchange website is completely open, enabling anyone to submit and review ideas. We strongly believe in openness and transparency and apply these principles in all areas ...

Ex Libris Idea Exchange Guidelines Keep these tips in mind when submitting an idea: ●     Start by searching your product forum for the feature that you’d like to suggest. A search will help you avoid wasting time on writing up an idea that has already been ...

The NERS Process: The User Group conducts round one voting for enhancement requests. The WRLC's Alma/Primo Advisory Committee (APAC) coordinates the voting, on behalf of the partnering institutions and has 100 votes that can be cast toward enhancements.  T...

2024 Final Vote Results Primo Enhancements - 2024 Final Vote Results (docx - 152.5 KB) Alma Enhancements - 2024 Final Vote Results (docx - 101.17 KB) 2024 Enhancements - Round 2 Final Vote Spreadsheet for 2024 v.xlsx (xl...

The Weekly Request Status Exception report reflects requests that have stalled in the rota the previous week. It is an opportunity to see what material is outstanding and reach out to the library staff at the IZ where the request is waiting. This report is run...

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...