ILS Training & Documentation: Alma - Fulfillment

This guide will serve as a central portal of essential and supplemental documents, videos, and links to prepare Vanderbilt University Library Staff for the upcoming ILS implementation.

Key Functions and Tasks for Fulfillment:

View an item's status. Check-out and discharge library materials Place items holds.
Determine loan rules based on item type.

Adjust loan periods (e.g., non-circulating items, date changes due to holidays).

Register new users and edit information on existing users.
Renew library materials. Handle bills/fines. Send user notices.

Fulfillment - Managing patron services, as well as courses and reading lists, resource sharing with other libraries, and other patron requests.

Trainers/Champions for Fulfillment:

  • Sara Manus (convener), Music
  • Teri Bante, Annex
  • Michael Jones, Music
  • Christy Ryan, Law
  • Karen Swoopes, Peabody
  • MAT Trotter, Divinity
  • Tao You, LTDS

Terminology Changes from WorkFlows to Alma:

What It's Called in WorkFlows: What It's Called in Alma:
Bar Block
Circ Rule Item Policy
Circulation Fulfillment
Date Charged Loan Date
Date Due Due Date
Hold Request
Items Loans
Profile Name User Group
Shadowed Suppressed
User ID Primary Identifier


ExLibris Tutorials:

Working at the Circulation Desk (Basic)

Course Reserves (please see Course Reading List tab for information that you will need, since Vanderbilt uses the Course Reading List tool (brand of Leganto)

Requests (Intermediate; covers physical item requests and move requests).

UTK Main Desk Alma Instructions