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Primo Date Handling
Compiled in September 2025; examples taken from questions asked by Georgetown library staff Summary of the current understanding of MARC date fields and their use by Primo date-related functions, based on documentation and explanations provided in Ex Libris S...
Equipment cataloging
Covers creating new records and adding items, including required fields and selections for each library. Target audience is equipment managers who are unfamiliar with Alma and library functions like cataloging. These directions refer to an Equipment template ...
Terms of Use and Rules
Terms of Use and Rules used for equipment for each of the three libraries: Lauinger, GU-Q (Qatar), and SCS. Lauinger is the only library that uses Booking. Lauinger Summary: Most items are bookable (requestable for specific dates, up to 3 days at a time), al...
Booking request creation
Basic process and common errors for patron-created requests in Primo and staff-created requests in Alma. as of 18 September 2025; Primo portions assume use of VE original UI, not NDE UI Patron-created requests Basic process in Primo Navigate to an equipmen...
Booking workflows for staff
Staff workflows for handling booking requests in Alma: viewing upcoming requests, processing the request for the hold shelf, removing item from hold shelf if not checked out by patron. Handling scheduled bookings Viewing requests in advance All scheduled bo...
Configurations
Initial setup pieces like cataloging template, local thumbnail configuration, and custom resource type setup. Alma Setup Booking-related parameters Configuration > Fulfillment > General > Other Settings allow_same_day_booking : false (not the default) e...
Resources
Ex Libris documentation Booking Workflow Creating Booking Requests Booking Configuration Configuring Physical Fulfillment - Adding Fulfillment Policies Requests in Alma - Booking Requests Alma Essentials videos: Booking Requests / Booking Requests Manage...