Fulfillment
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Best Practice Toolkits
How-Tos
- Configuring and Using Loan Recall Requests
- Understanding patron blocks - Librarian assigned and system assigned.pptx
- New Resource Sharing workflows in Alma (Resource Sharing Document Delivery - connecting the dots).pptx (lecture by Moshe Shechter March 2021)
- How to make items be non-circulating (not for loan)
- Suggested method whereby the patron will have a scheduled time to come and pick up a requested item to loan it
- How to make the request option in Primo include only Pickup Location Home Delivery and not a real library
- How to allow physical item requests only for items on shelf
- How to cause returned items to remain in quarantine for a specified time period before returning to permanent location
- How to use the Reshelving Period to indicate an awaiting reshelving period to the end user
- How update the expiration date for a set of users
- How to make the due date be a fixed date
- How to change the due date of a loan and send letter to patron after changing the calendar (using job Loans - Due Date Correction after Calendar Change)
- How to temporarily deactivate certain pickup locations for hold requests
- How to delete physical item requests in batch
- How to close the library for a specified or non-specified period of time using the Alma Calendar Management
- How to globally change lending loan due dates to a future dates (bulk change due dates)
- How to temporarily change all items of a library or institution to be not for loan and not requestable
- How to create a set of all users that have an item on loan
- How to create a situation in which one item will have a different fulfillment policy for different time periods
- How to configure the display of user pictures on the User Details and Patrons Services page in Alma
- How to make user pictures appear in Alma when using Chrome
- Fulfillment - How to make the Primary Identifier appear together with the user First Name and Last Name
- How to update library opening hours via an Excel file upload
- Transit for Reshelving Rules and no transit
- Fulfillment Networks (Manual and Automatic).mp4 Live demo from Product Manager Moshe Shechter
- Fulfillment - Central User Management.mp4 Live demo from Product Manager Moshe Shechter
- Digitization Requests Flow
- Centrally Managed Users for consortia with a network zone (Development July 2018)
- Limiting Access to User Information (Development May 2018)
- Reloan limit (Development May 2018)
- Viewing historical requests (Development April May 2018)
- Resource Sharing - Populating information for articles from the DOI or PMID (Development May 2018)
- Article resource sharing requests in Alma networks.pptx
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