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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.

Fulfillment Overview

Introduction to Fulfillment

Fulfillment is the process by which patrons borrow and return physical resources, or access electronic or digital resources, from the institution. For information about requests, see Requests in Alma. For information about loaning and returning items, see Loaning Items and Returning Items.

Fulfillment contains the following workflows/sections:
  • Circulation Desk Operations Workflow – This is the workflow that governs the way the operations check-out/check-in actions flow at a circulation desk, from the creation of a request through its fulfillment. For a detailed explanation of the circulation desk operations workflow, see Circulation Desk Operations.
  • Booking – This is the workflow that governs the way Alma reserves resources for a patron that are to be used during a specified time frame. For a detailed explanation of the booking workflow, see Booking.
  • Resource Requests Workflow – This is the workflow that governs the way a general resource request utilizes internal staff operations. For a detailed explanation of the resource requests workflow, see Resource Requests Workflow.
  • Resource Sharing – This is the workflow that govern the way a resource sharing department manages both borrowing and lending requests to other institutions. For a detailed explanation of the resource sharing workflow, see Resource Sharing.
  • Courses and Reading Lists Workflow – This is the workflow that governs the way in which a reading list for a course is created and managed. For a detailed explanation of the courses and reading lists workflow, see Courses and Reading Lists Workflow.
  • Advanced Tools – This section describes managing fulfillment sets, changing loan dates in bulk import, viewing restore request jobs, uploading offline loan and return transactions, configuring criteria for items requiring action, and shifting requests between circulation desks. For a detailed explanation, see Advanced Tools.
  • Configuring Fulfillment – This section describes fulfillment configuration activities. For a detailed explanation, see Configuring Fulfillment.

Join the Fulfillment Listserv!

Ask questions, talk about workflows, and share ideas on the Fulfillment Listserv!

To join, go here and click on "Subscribe or Unsubscribe" at the right: http://listserv.flvc.org/scripts/wa.exe?A0=FLVC-FULFILLMENT. You will receive an email confirmation as well as a link to confirm your subscription. Alternatively, you can put in a ticket at help@flvc.org.