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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.

Library Loan Counts Dashboard

Library Loan Counts Dashboard

The Library Loan Counts Dashboard is now available in Analytics. This dashboard will allow you to easily enter a date range to find loan counts by Item Policy, User Group, Material Type, or Library/Location. 

Important note: While the total loan count of items migrated from Aleph to Alma, the historical information (when the loan occurred) did not. So if you are doing a date range search starting before 7/13/2021 you will need to get information from Alma starting at 7/13/2021 and anything before from Aleph. It would be a good idea to run needed reports from Aleph before Aleph is decommissioned in the summer.

To find this dashboard:

  1. Open Analytics
  2. Click Catalog at the top right of the page
  3. In the Folders box on the left open Shared Folders
  4. Open the folder labeled with your institution's name and code (i.e. Institution Name 01FALSC_XXX)
  5. Click on the Dashboard folder - there may be two, if there is choose the second one
  6. You will see the Library Loan Count Dashboard listed on the right - click Open to use the dashboard

Alternatively, you can contact the help desk to have the Dashboard made available to staff in Alma by clicking Analytics --> and looking under Reports. Dashboards accessed this way are made available by role so you will need to let us know which role/roles you want to be be able to access it.  For example, you may only want staff members with the "Circulation Desk Manager" role to be able to see this dashboard or you may want to also allow staff members with the "Circulation Desk Operator". 

Below is what the Dashboard looks like. You can see that you should enter a date range at the top and optionally enter a Library. The report will have six columns.

  1. Library
  2. Either Item Policy, User Group, Material Type, or Location depending on which you choose at the top of the Dashboard.
  3. Loans - the number of loans that occurred during the date range chosen
  4. Loans (In House) - the number of times items were scanned in with the In House box checked
  5. Returns - the number of returns that occurred during the specified date range
  6. Renewals - the number of renewals that occurred during the specified date range

If you scroll to the bottom of the report you can click the little blue up/down arrow to view more rows if your report is longer than 500 rows.  You can also click Export to export the report to your choice of formats.