Alma Configuration & Staff User Roles for Fulfillment (including Circulation and Resource Sharing)
Borrowing Requests Automatically Cancel when no lending library Setting
Introduction When a borrowing request can't be filled by any of the lending libraries on your rota, your library can choose to how the borrowing request is handled. The borrowing request can show as an active request that staff will update or the ...
Rota and Rota Assignment Rule
What is a rota A rota is a list of potential libraries that are searched to determine if a title is owned and available at that library. A rota should take into account how the request will be delivered. MnPALS libraries with courier delivery for ...
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 ...
How to fix Calendar when 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 ...
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 ...
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 ...
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 ...
Loan Due Date beyond Patron Expiry
What is it? For expiring patrons, it's 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 not ...
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 ...
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 ...