Libraries and Learning Centres: Alma &amp; Primo VE Staff Training: Fulfillment Alma Training (Circulation/Reference)

Circulation & Reference Staff

Fulfillment Overview

Fullfillment
Learn how to check out, renew, return and request materials in Alma. Access the four videos, handouts and exercises to complete via the Sandbox.

Continue with Training Modules Below

Patron Services Overview
This session will present how to access and edit user records, as well as how to send activity reports.
Patron Loans and Proxy Loans
This session will present how to loan items to patrons including users without a library card or a patron record; as well as loan items to a proxy.
Loan Material Records
This session will present how to view item information and loan items without a barcode or an item record.

Renewals
This session will present how to view a patron’s loan history and their current loans; as well as renew them.
Returns
This session will present how to return an item for a specific user as well as check-in multiple items from different patrons.
Notes and Blocks
This session will present how to place and view notes, as well as how to add and override blocks on a patron’s account.

Creating Physical Item Requests - All Library Staff
This session will present how to create a physical item request for a patron as well as search and view active requests; and generate pick slips.
Filling and Monitoring Physical Item Requests - All Library Staff
This session will present how to scan in and manage requests, as well as view and monitor all active requests in the system.
Hold Shelf - Requests Technician
This session will present how to manage the hold shelf including active and expired items.

Users in Alma
There are many users in Alma, from library staff, to patrons and faculty. In this session, we'll learn how to find existing users and edit their record, and how to add a new user.