Circulation and ILL
Lending Reject (Unfill) a request
Lending Reject a Request When a lending library can't supply an item or copy request to a borrowing library, the lending library staff will "Reject" the request. How to Reject a request Display the lending request that you can't supply. Click on ...
Lending Ship Returnable Request
Lending library Ship a Returnable Request When a request is sent to a lending library, the lending locate process attempts to find a matching record. When an available item is found, the request status updates to "Being Processed." When the lending ...
Lending "Print Slip" lending Routing slip
Lending Routing Slip The lending slip can be used to retrieve a physical item from the shelves and for delivery. To help with delivery the borrowing and lending libraries delivery location code is on the slip. When putting the item in the delivery ...
Lending Library Check-in item to complete a request
Lending library complete request When an item is returned to a lending library, the library completes the request by doing a "Scan in Items" or "Check-in" from a specific request. This completes the request for borrowing and lending libraries. If a ...
Borrowing Return an ILL request
Borrowing Library Return an item After a patron brings back their interlibrary loan back to the library, staff will need to Return the item to the lending library. Item Loaned to the patron When the patron brings the item back, staff can use ...
Borrowing Request Receive a Returnable
Borrowing Request Receive a Returnable When an item has been delivered to your library that next step is to Receive the item. The Receive can be done from the specific request or using the bulk Receive form. When a Receive is done, an item record is ...
Borrowing Library Staff Create a Request
Introduction Library staff can create a physical request for a patron by searching the network zone or by entering a request using a blank request form. Search the network zone Staff can search the network zone for a bibliographic record to use to ...
Adding electronic item to course reserves
Add electronic item to course Reserves Repository Citation Items physical and electronic that live in your institution's catalog. Step by Step Navigate to the correct reading list Fulfillment > Course Reserves > Reading Lists OR use the Reading List ...
Alma Borrowing Request Staff Create a Returnable Request for a patron
Staff Create a Request Create a Returnable request Staff can create a returnable request for a patron using a blank form. From "Fulfillment" select "Borrowing Requests" Then click on "Create Request" Then click on "Manually" and then "Book" The form ...
Calendar Management - Updates
Changes to your calendar require a Fulfillment Administrator role, scoped to the library, or a General Services Administrator role The best method to update your calendar in Alma depends on the amount of updates you need to make, if you are just ...
Finding walk in patrons
Finding Walk-in patrons Step by Step: Navigate to Manage Patron Services Click the checkbox to Find user in other institution Select walk-in's home Institution Scan or input unique identifier This is the patron's barcode or another local identifiers ...
Finding an item's loan history
To view an item's loan history: Locate the physical item using the physical item search Click on the hyperlinked barcode or Select the Edit item button to go to the physical item editor Select the history tab Update the report type to fulfillment ...
Unable to change due date
Double check your library's standard opening hours. In the example above you can see the Thursday Standard Opening Hours, indicated by red enclosing box, were valid to 9/12/2022, which means they are now expired. Loans due on a Thursday will instead ...
Alma Digital Delivery
Alma Digital Delivery Introduction Alma Digital Delivery functionality allows a library to send a digital file of an article, book chapter or other scanned material directly to a patron. The patron creates an article or book chapter digital request. ...
Chart Basic Returnable request cycle
The attached document shows the basic returnable request cycle as a chart. Click on the "Attachment" tab to view.
Text (SMS) Notices
Sending text message notifications using Alma data, requires coordinating with a texting platform and service. When implementing, I highly recommend using an opt-in model for SMS messaging, allowing patrons to agree to any associated costs. Alma ...
How to view Messages
That a "General Message" has been sent on a request is displayed in the Task Widget or Task Icon. Use either the Task Widget or Task Icon to see that your library has a Message that should be viewed and responded to. The Task Widget or Task Icon ...
How to create General Message
Messages can be sent from the brief display of a request 1.) Click on "More actions" (ellipsis) 2.) Select "General Message." A "General Message" box displays. 3.) In the Message field type in your text 4.) Click on "Send" to send the message to the ...
Managing student worker roles
Managing Student Worker Roles Student worker access can be managed in a variety of ways, the best way for your library depends on the roles or access required and the workflow that best meets your library's needs. Missing a Fulfillment Menu? Alma's ...
Search for Lending or Borrowing requests
Search "Lending requests" or "Borrowing requests" from the persistent Menu search bar After selecting "Lending requests" or "Borrowing requests", select a search term and enter text into the search box. The "Activity Status" can be used to narrow a ...
Alma Staff roles needed for Resource Sharing
To allow staff to see resource sharing functionality you must scope “Fulfillment Services Manager” or “Fulfillment Services Operator” to the library. Resource sharing is setup under your library. This is usually the same library as the library that ...
Patron Record and Resource Sharing library
Only Institutions that have multiple libraries should have a resource sharing library in their patron record. An example of an institution, whose patrons should have a resource sharing library in their patron record is St Mary’s University. Their ...
Policy and Procedure Statement on Interlibrary Loan by MnPALS Libraries
Policy and Procedure Statement on Interlibrary Loan by MnPALS Libraries October 27, 2017 This statement is based on the collective experience of staff from MnPALS libraries and Minitex, and on the following documents: • Interlibrary Loan Code for the ...
Minitex Courtesy Return form
Minitex Courtesy Return form Minitex has a courtesy return policy. A patron can drop off books at a courier delivery library and that library will use the Minitex Courtesy Return Form to send the item back to the owning library. More information ...
Re-linking Closed Lost Loan to Patron
Closed loans are removed from a patron's account and will no longer display in their list of loans. If a loan is closed unintentionally, re-attaching the item to a patron requires a new loan to the account. After loaning, re-declare the material as ...
Bulk Change Due Date
Managing due dates for loaned items in mass Unfortunately, there isn't a super easy way to only extend loans for a set of identified items. There is an idea exchange idea looking for support that would allow this option, so add your support if this ...
Loan Due Date beyond Patron Expiry
What is it? For expiring patrons, it's now possible to configure Alma so staff can override the automatic shortening of an item's loan, allowing a due date past a patron's expiry date. This feature only works from the Patron Services page and does ...
Updating a Patron's Account
External Account These are accounts where the patron info is managed in an external source and imported into Alma. These patrons authenticate through a system that is not Alma. From the Checkout or Patron Services page Fulfillment > Checkout/Checkin ...
MnPALS Inventory Tool
MnPALS Inventory Tool The MnPALS Inventory Tool reviews a range of physical item barcodes and returns a report providing information about the item's status and location. Hosted at https://inventory.mnpals.net ; the tool currently supports the ...
Close your library for borrowing and lending requests
How to close your library for borrowing and lending requests Alma has functionality to allow a library to be closed for borrowing, lending, or both borrowing and lending. The staff login must have a “User Role” of “General Systems Administrator” to ...
Lending Slip or Routing Slip available - Ship
Lending Slip added from "Ship" and "Shipped Physically" request The "Resource Sharing Shipping Slip Letter" was edited in the network zone so delivery codes, request information and the format of the slip is the same as the lending slip produced ...
Missing Menu
I'm missing a menu from my Alma view? What's going on?? Alma displays different menu options based on roles and locations, and has the ability to customize the layout for each account. I had access to the menu previously: Review your location ...
Barcode Format
The barcode's format was set in collaboration with Minitex to uniquely identify patrons and items in our region. The barcode is a 14-digit identifier used only for these purposes and should be unique to the assigned institution. Barcode Parameters: ...