Week 7 Implementation: Course Reserves & Booking Requests

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

• Course Reserves (13 min)

• Booking Requests (7 min)

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 

1. Go to Fulfillment > Course Reserves> Courses

2. Click Add Course

3. Enter the Course Code LIB 101 (or any other code)

4. Enter the Course Name Information Literacy 101 (or any other name)

5. Under Processing Department, assign the course to Main Library Course Reserves

6. Enter a Date Range : January 1, 2021 - April 30, 2021

7. Click on the Instructors tab and then click Add Instructor

8. Click on the Select from List

9. Click on the Staff tab

10. Select any user by clicking on his/her name.

11. Click Add Instructor

12. Click Save

Exercise 2: Create a reading list attached to the course above

1. Go to Fulfillment > Course Reserves > Courses

2. Locate the course you just created in the list and click on "…" to see action list; Choose Reading List.

3. Click Add Reading List

4. Add the Code LIB 101 Winter2021 (or any code)

5. Add the Name Information Literacy 101 Reading List 

6. Change the Due back date to June 1, 2021.

7. 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

1. In the reading list created in exercise 2, click on the row actions button; click on Work on

2. Click Add Citation; choose Add Repository Citation

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3. Using the persistent search bar, search for information literacy (or a title/keyword of your choice)

4. 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.

5. You will now see your title appear on the reading list. Click on the row actions button beside your title; select Manage Fulfillment Option

6. Click Place Request

7. Request Type select Move Temporarily To: select Main Library

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8. 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)

1. 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

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3. Click Add Citation; choose Add Brief

4. 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