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Alma Fulfillment Resource Guide

This guide covers all aspects of the fulfillment process. This includes maintaining all patron records, loaning materials, returning/renewing loaned materials, managing lost items dealing with fines and fees as well as course reserves.

Training Videos

Fulfillment Training Videos

Event/Presenter/Date Description Links
Spring Workshop - Introduction Session
(Ex Libris)
April 5, 2021
Workshop Overview
Inventory Model, Searching
User Roles and Tasks
Video Recording
(1hr 1min)
Spring Workshop - Session 6
Fulfillment Overview and User Management

(Ex Libris)
April 7, 2021

Fulfillment Overview
--Fulfillment Policies and Infrastructure
--Lost Item Profiles and Notifications
--Blocks and Overrides
--Patron Limits; Loan Limits

User Management and Notices
--User Records: Structure, Ownership, Synchronization
--Registering New Users
--Customizing and Test Notices

Video Recording
Part 1
(1hr 1min)


Video Recording
Part 2

Spring Workshop - Session 7
Patron Services

(Ex Libris)
April 7, 2021
Patron Services
--Loan, Return
--Fines and Fees
--Overriding Blocks
Video Recording
(1hr 6min)
Video Recording
Spring Workshop - Session 8
Resource Sharing/Course Reserves

(Ex Libris)
April 8, 2021

Requests & Resource Sharing
--Placing and Managing Requests
--Monitoring Requests and Work Orders
--Hold Shelf Maintenance
--Other Request Types: Digitization, Res. Sharing

Course Reserves
--Courses and Reading Lists
--Scan-in Reserve Management

Video Recording


Video Recording

Spring Workshop - Session 9
Fulfillment Q&A
(Ex Libris)
April 8, 2021
Questions and Answers from Attendees Video Recording

Library Hours Webinar
August 18, 2021  

Adding and Maintaining your Library’s Operating Hours Within the Alma Environment

Video Recording