Page 1+ Alma & Primo Guide

Creating Requests

• Creating Physical Item Requests [video] - This tool teaches how to create physical item requests for a patron as well as search and view active requests, and generate pick slips.
• Creating a Request from the Institution [web page] - This tool teaches how to create a request from an institution such as a:
  • Title request
  • Item request

Booking Requests

• Booking Request Management [video] - This is a tool to learn how to monitor and view current requests, as well as how to manage specific requests.
• Creating Booking Requests [web page] - This tool teaches how to create a booking request.
• Booking Requests [video]  - This tool teaches how to create booking requests for the following:
  • Reserves an item for a patron
  • For a specified time frame
  • Ideal for high-demand items, research materials, study rooms, equipment, and other resources

Filling & Monitoring

• Filling and Monitoring Physical Item Requests [video] - This tool teaches how to scan in and manage requests, as well as view and monitor all activity requests in the system.
• Requests Monitor [web page] - This tool teaches how to manage requests for the following roles:
  • Fulfillment Service Operator - view requests for any desk in the library
  • Request Operator - view requests that are assigned to your desk(s)
  • Fulfillment Service Manager - convert a request to a resource-sharing borrowing request

Workflow

• Resource Requests Workflow [web page] - An illustrative tool of the workflow that governs the way a general resource request utilizes internal staff operations.

• Hold Shelf [video]- This session will present how to manage the hold shelf including active and expired items. 
• Pickup at Shelf [web page] - This tool describes the task options that are available to the Request Operator when picking up an item from the stacks.
• Managing the Hold Shelf [web page] -  Information about:
  • Scanning items at the hold shelf
  • Managing active hold shelf items
  • Managing expired hold shelf items

• Loan Anonymization Rules [video] - A tool to learn how to configure Loan Anonymization rules to meet your institution's unique needs for protecting user privacy. 
• Terms of Use and Policies [video] - A learning tool on how to configure Terms of Use and configure Policies for your institution in Alma. 

Fines

• Creating Fines and Fees Reports [web page] - The Fines and Fees Report is a downloadable Excel file that includes a report of the fines and fees transactions that have been performed over the prior 7 day period. This report allows you to specify the following filters:
  • Received by library
  • Received by the circulation desk
  • Transaction types
  • Fine owner
• Managing User Fines and Fees [web page] - A tool to learn how to Manage User Fines and Fees, including how to view fines and fees in the User Details page, filter fine results by type, and how to wave multiple user fees at once. 
• Viewing a Patron's Fines and Fees [web page] - A tool to demonstrate how to view a specific patron's outstanding fines and fees. The patron's fines and fees summary area will display amounts for:
  • Active balance
  • Disputed balance
  • Transferred balance
  • Currently filtered disputed balance. 
• Receiving Payment for Fines and Fees [web page] - A tool to demonstrate how the patron services page can be used to enable circulation desk operations to receive payments from patrons for fines and fees. 

Configuration 

• Overdue and Lost Loan Profiles [video] - A tool to learn how to configure Overdue and Lost Loan Profiles that send overdue notifications, assess fees, or change loan statuses.

• Creating Course Reserves [video] - This session will present the components and workflows of course reserves, as well as how to create course records and reading lists.
• Managing Courses [web page] - Include information about:
  • Adding a Course
  • Editing a Course
  • Managing a Course's Reading Lists
  • Rolling Over Courses
  • Deleting a Course
• Courses and Reading Lists Workflow [web page] - How to manually manage courses, reading lists, and citations using Alma user interface. Or automatically by accessing external services. 

Managing 

• Managing Reading Lists [web page] - Includes information about:
  • Adding a Reading List
  • Editing a Reading List
  • Managing Reading List Due Back Dates
  • Releasing and Reassigning a Reading List
  • Managing Reading Lists in Bulk

Adding/Managing Citations

• Populating Reading Lists [video] - This session will present how to add citations to reading lists from a repository search scanning in items, and from Leganto. 
• Managing Citations [web page] - How to manage citations, including adding citations to a reading list, fulfillment options, printing slips, and more.

Workflow

• Courses and Reading Lists Workflow [web page] - How to manually manage courses, reading lists, and citations using Alma user interface. Or automatically by accessing external services. 

• Adding and editing (existing) user profiles [video]

• Managing Patron Services [web page]

A work order is an internal library request to send physical materials for internal processing. A work order sends an item to a department (marking it as not available on the shelf), where it can be managed according to internal statuses.

• Configuring Work Orders and Departments [web page]

• Setting Up Work Orders [web page]

• How to: Using Work Orders in Alma (from CARLI) [web page]