Week 8: Course Reserves and Booking Requests
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Videos
Course Reserves and Booking requests trainings can be found under the Fulfillment section of Alma Essentials:
https://knowledge.exlibrisgroup.com/Alma/Training/Alma_Essentials/Alma_Essentials_-_English/F_Fulfillment
Instructions:
Using your sandbox, sign in as AlmaUser01. For these exercises, you may choose to either use the initial prompt to complete the activity on your own, or if you prefer, follow the step-by-step instructions.
Exercise 1: Create a course
Go to Fulfillment > Course Reserves> Courses
Click Add Course
Enter the Course Code LIB 101 (or any other code)
Enter the Course Name Information Literacy 101 (or any other name)
Under Processing Department, assign the course to Main Library Course Reserves
Enter a Date Range : January 1, 2021 - April 30, 2021
Click on the Instructors tab and then click Add Instructor
Click on the Select from List
Click on the Staff tab
Select any user by clicking on his/her name.
Click Add Instructor
Click Save
Exercise 2: Create a reading list attached to the course above
Go to Fulfillment > Course Reserves > Courses
Locate the course you just created in the list and click on "…" to see action list; Choose Reading List.
Click Add Reading List
Add the Code LIB 101 Winter2021 (or any code)
Add the Name Information Literacy 101 Reading List
Change the Due back date to June 1, 2021.
Click Add and Close. (You should now see your reading list in the Course's Reading List page.)
Exercise 3: Add citation - Add from repository
In the reading list created in exercise 2, click on the row actions button; click on Work on
Click Add Citation; choose Add Repository Citation
Using the persistent search bar, search for information literacy (or a title/keyword of your choice)
Choose an item from your search results to add to your reading list by placing a check beside the title and then clicking on Select.
You will now see your title appear on the reading list. Click on the row actions button beside your title; select Manage Fulfillment Option
Click Place Request
Request Type select Move Temporarily
To: select Main Library
Click Submit
This will create a request to have the item transferred from its permanent location to the Main Library where it can be placed temporarily on the course reserves shelf.
Exercise 4: Add citation - Add brief (for an instructor's copy for example)
Go to Fulfillment > Reading Lists > All tab to find the reading list created in exercise 2. Click on the row actions button; click on Work on
Click Add Citation; choose Add Brief
Citation Type: choose Physical Book. This will open up the Quick Cataloging Form. Fill out mandatory field Title and other information in Resource Information, and Item Information sections.
Note: Quick Cataloging Form enables non-catalogers to create brief bibs and inventory. This form is also accessible via Resources menu > Create Inventory > Add Physical Item, or during check out and return at the circulation desk
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