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Alma Fulfillment Resource Guide

This guide covers all aspects of the fulfillment process. This includes maintaining all patron records, loaning materials, returning/renewing loaned materials, managing lost items dealing with fines and fees as well as course reserves.

Active Hold Shelf

Managing active holds

  1. To view and manage active item holds, select "Active Hold Shelf" from the Fulfillment menu.The main Alma screen with the Fulfillment menu deployed and Active Hold Shelf highlighted
  2. The Active Hold Shelf Items screen will open. Actions you can take from this screen include:
    • Sorting the list of items on the hold shelf.
      1. Click on the drop down arrow included in the "Sort by" field.
        An image of the Active Hold Shelf Items screen with the Sort by field highlighted
      2. Select your preferred sort order from the menu.
        An image of the Active Hold Shelf Items screen with the Sort by drop down menu deployed

Canceling hold requests

  1. To cancel a hold, click on the "Cancel Request" button in the item listing.
    An image of a item hold record with the Cancel button highlighted
  2. The Confirm Request Cancellation pop-up will appear. Click the drop down arrow located in the "Cancellation reason" field.
    An image of the confirm request cancellation screen with the cancellation reason drop down arrow highlighted
  3. Select the reason for cancellation from the drop down menu.
    An image of the confirm request cancellation screen with the cancellation reason menu deployed
  4. If appropriate, add a cancellation note or uncheck the "Notify user" box. Click the "Confirm" button.
    An image of the confirm request cancellation screen with the confirm button highlighted

Changing hold expiration dates

  1. To change an expiration date, click on the the "Update Expiry" button in the item listing.
    An image of a item hold record with the Update Expiry button highlighted
  2. The Update Expiration Date screen will appear. Enter the new date into the "Expiration Date" field, or click on the calendar button to deploy the calendar drop down for your selection.
    An image of the Update Expiration Date screen with the drop down calendar deployed and the calendar button highlighted
  3. Click the "Save" button.
    An image of the Update Expiration Date screen with the Save button highlighted
  • Marking a held item as missing.
    1. To mark an item on the hold shelf as missing, click on the "More Actions" ellipsis.
      An image of a item hold record with the more actions ellipsis highlighted
    2. Click on "Mark as Missing".
      An image of an item hold record with the more actions menu deployed and Mark as Missing highlighted
    3. A Confirmation Message pop-up screen will appear. Click the "Confirm" button.
      An image of the Confirmation Message pop up with the confirm button highlighted