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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
(35min)

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
(6min)
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
(46min)


 

Video Recording
(34min)

Spring Workshop - Session 9
Fulfillment Q&A
(Ex Libris)
April 8, 2021
Questions and Answers from Attendees Video Recording
(37min)

Library Hours Webinar
FLVC
August 18, 2021  

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

Video Recording
(32min)

Slides