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.

One Off Patron Load From a Spreadsheet

One Off Patron Load From a Spreadsheet

FLVC can assist staff who need to load a large group of patrons who are not included in the institution patron load. Examples of this may be visiting students, grade school students - i.e. PK Yonge, and other groups of special borrowers. 

To have us load these patrons, please send help@flvc.org a spreadsheet that includes the following columns:

  • Primary ID - if available.  If not available leave this column blank and a generic Primary ID will be assigned by Alma
  • First Name
  • Last Name
  • User Group
  • Expiration Date
  • Street Address - this is required. If not available please put in NA
  • City - this is required. If not available please put in NA
  • State - this is required. If not available please put in FL
  • Zip Code - this is required. If not available please put in 99999 or something similar
  • Email Address - this is required. If not available please put in noemail@noemail.com or something similar
  • Phone Number - this is required. If not available or confidential please put in 555-555-5555 or something similar
  • Note - If you would like to be able to search for this particular group of patrons you can add a note that will be added to the patron record Note tab.