Alma Tips

This process allows you to create a lease book record, i.e. Baker & Taylor. Follow the order as noted to create the record properly and note the barcode is always added last.

Required Roles: Physical Inventory Operator AND Physical Inventory Operator Extended

1. From Fulfillment, select 'Scan In Items'.

2. Select the 'Create Item' link to the right of the barcode field.

3. Within the 'Choose Holdings Type' pop-up box, it defaults to New holding type and Citation Type: Book. Click 'Choose'.

4. In the 'Quick Cataloging' menu, enter the following resource AND item information:

1. Title
2. Author
3. ISBN 
4. Publication date
5. Call number with "B&T" at the end; i.e. PS3607 .A782894 M87 2021 B&T
6. Location
7. Material Type
8. Item Policy
9. Barcode (always last)

5. Click Save.

6. Search by Barcode in Physical Items.

7. Select 'Edit Item'.

8. In the General Information section, enter the following: 

• Description, i.e. Lease, General Fiction, 
•  Replacement cost, i.e. 25.99 You must use a decimal point. Do not use a dollar sign.

9. Click Save.