Skip to Main Content

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.

Adding a Library Owned Citation

Adding a Citation From Your Collection

After creating a reading list, you will need to add citations.  To do so:

  1. If the Reading List you wish to edit isn't already open, go to Fulfillment>>Course Reserves>>Reading Lists, locate the Reading List you wish to open, click the ellipsis next to that list, and then click the Work On link.

  2. If you already have the item in Alma, click the Add Citation link and then click Add Repository Citation.

  3. By selecting the add repository citation option, you’ll be taken to a search screen, where you can select titles to add to the reading list by checking the boxes next to the titles.  You can add multiple titles at once, if desired.

  4. Once you have selected all the titles you wish to add to the Reading List, click the Select button in the top right of the screen.
  5. Once you’ve selected your titles, you’ll be taken back to the reading list screen where you can place requests to temporarily move items. Select the titles you need to request, click Place Request and choose "Move Temporarily." If you already have the item in hand, go to step 8.

  6. When you select the “Place Request” from the reading list, the “Create Request” screen will display.  On this screen, you will want to select:
    • Destination Location
    • Add Note to guide what reading list/course this is for. Adding a note about what this move is for will help with confusion if you have the same staff pulling multiple types of requests.                                                                                                                                    
  7. Now that you’ve placed requests, the items will be picked from the shelf and be put intransit to the Destination you chose in step 6. 
  8. Once you have the item in hand, you can then scan-in the item to temporarily move the item to your reserves location and give the item the proper Item Policy. Click Fulfillment>>Scan In Items click the Change Item Information tab then fill out the following fields: 
  • Change Type: Temporary
  • Location: choose your Reserves location
  • Item Policy: choose the correct Item Policy for the item.
  • Scan Item Barcode: scan in the barcode and click OK