Page Comparison

1

Circulation Tasks: Checking in and out items

Circulation: Check in/Check out

Fulfillment: Check-out/Check-in – Manage Patron Services

• Checking Out Items [3 mins]

• Returning items [2 mins]

2

Renewing Items

Circulation: Renew Items

Fulfillment: Check-out/Check-in - Manage Services

• Renewals [2 mins]

3

Placing a Hold on Materials

Search: Search for Patrons /Holds/Place Hold

Fulfillment: Creating an Item Request/Hold

• Physical Items Requests [4 mins]

4

Creating a New User Account

Circulation: Register Patron

Admin: User Management/Users

• Adding and editing (existing) user profiles [5 mins]

5

Editing a User Account

Search: Search for Patrons/Edit

Admin: User Management/Users

• Adding and editing (existing) user profiles [5 mins]

6

Paying a Fine

Search: Search for Patrons/Bills/Pay Bill

Admin: User Management/Waiving Fines

• Viewing a Patron’s Fines and Fees [web page]

• Receiving Payment for Fines and Fees [web page]

7

Looking up an Item/Bib Record

Search: Search the Catalogue

Top Tool Bar: Item Search

• Searching in Alma [web page]

• Searching for Titles by Call Number Range [YouTube, 2 mins]

8

Creating a Record

Cataloging: Search the Catalogue

Resources: Creating and Editing Records

• Creating and Editing a Record [6 mins]

• Metadata Editor (MDE) [web page]

9

Editing a Record

Cataloging: Create New MARC Record

Open record in Alma, either "Push to MDE" or "Edit"

• Metadata Editor Overview [5 mins]

10

Acquisitions 

Acquisitions

• Create Purchase Order

• Purchase Orders

• Claim Ready Invoices

• Invoices

• Create Invoice

• Purchase Order Line

  • Creating Orders [4 mins]

• Purchase Orders

  • Purchasing Overview [4 mins]

• Purchase Requests [web page]

• Creating Invoices and Receiving

  • Creating Invoice (Manual) [5 mins]

  • Creating Invoice (PO) [3 mins]

  • Receiving One Time Print Items [5 mins]

  • Receiving Continuous Print Items [5 mins]

• Post-Receiving Processing [3 mins]

• Import

  • Record Import [web page]

  • Batch Import Bibliographic Records [5 mins]

• Acquisitions Infrastructure Section List [web page]

11

Booking Materials

Booking: Manage Reservations

Fulfillment: Request Type - Booking Request

• Booking Requests [2 mins]