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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.

Adding an Instructor Owned Citation or Non Cataloged Item

Adding a Citation For an Item You Don't Own (Personal Copies) or Other Non-Cataloged Item

A brief citation can be used to add a physical title to a course reserves' reading list if you do not own the item or if it is something not maintained by your Technical Services staff like laptops, calculators, etc. Course reserves are used locally, and they should only be added to the IZ.  Please be sure to click the Institution button for Placement of New Record (see step 3). 

To create a Citation for an Item not in Alma:

  1. From the Reading List, click Add Citation and then click Add Brief.  

  2. Click on the radio button for the correct Citation Type and then click Choose.
  3. Click on the Institution radio button for the Placement of new records. Course reserve records should be placed in the Institution Zone.
  4. Fill out the Record Information with as much detail is necessary.  

    Note: The only mandatory field is the title. However, it is always good to include as much information as possible.
  5. Update the Citation Parameters. Be sure to choose the proper Material Type for the item.   
  6. Select your Reserves Location, populate the Item Information as necessary, scan in the item's barcode, and click Save if scanning the barcode does not act like a hard return.