Presentations and Documents - Fulfillment
Fulfillment
Physical Fulfillment Configuration
- Physical Fulfillment Fundamentals for Loans and Requests.pptx
- How to define a fulfillment unit rule for a specific time period loan with an overdue fine.pptx
- How to define a fulfillment unit rule for a fixed date (end of semester).pptx
- How to make items be non-circulating (not for loan)
- How to temporarily change all items of a library or institution to be not for loan and not requestable
- Reloan limit (Development May 2018)
- Models for Setting up Circulation Desks.pptx
- Patron Blocks - Librarian assigned and system assigned.pptx
- Fulfillment Personal Delivery Pickup Locations (Moshe Shechter).pptx
- Defining Library Open Hours on the Library Level Calendar.docx
- How to update library opening hours via an Excel file upload
- Configuring and Using Loan Recall Requests
- 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 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 create a situation in which one item will have a different fulfillment policy for different time periods
- Viewing historical requests (Development April May 2018)
Miscellaneous
- The Manage Patron Services Page Circulation Desk.pptx
- Course Reserves.pptx
- Remote Storage.pptx
- Library Independence Regarding User and Fulfillment Activities.pptx (Library Independence Theme) (Jan. 2022)
- Fulfillment - How to make the Primary Identifier appear together with the user First Name and Last Name
- Transit for Reshelving Rules and no transit
- Digitization Requests Flow
- Resource Sharing - Populating information for articles from the DOI or PMID (Development May 2018)
- Reading Room Functionality
Users - General
- Managing Users in Alma.pptx
- How to set up and use an integration profile of type Users.pptx
- Limiting Search and View of Users by Library.pptx
- Restricted Users for Editing by User Group or Role.pptx
- Limiting Access to User Information (Development May 2018)
- How to create users with only a Primary Identifier.pptx
- 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
Users - Sets and Global Updates
- How to create a set in Alma (using Alma Analytics) of all users that have an item on loan.pptx
- How to create a set in Alma (using Alma Analytics) of all users that have an expiration date in the past.pptx
- How to globally update the expiration date for a set of users.pptx
- How to globally update the status of inactive users to active.pptx
Users - Centrally Managed
- Centrally Managed Users for consortia with a network zone (Development July 2018)
- Fulfillment - Central User Management.mp4 Live demo from Product Manager Moshe Shechter
Resource Sharing and Alma Fulfillment Network
- Article resource sharing requests in Alma networks.pptx
- Fulfillment Networks (Manual and Automatic).mp4 Live demo from Product Manager Moshe Shechter
- New Resource Sharing workflows in Alma (Resource Sharing Document Delivery - connecting the dots).pptx (lecture by Moshe Shechter March 2021)
- Resource Sharing Document delivery requests and copyright rules.pptx (Moshe Shechter)
- An example of setup and demo for Automated Fulfillment Network (AFN) in a network zone consortia.pptx
- Automated Fulfillment Network in a Network Zone Consortia June 5 2024.pptx (Moshe Shechter)
- Resource Sharing - The New Resource Sharing Task List.pptx
- Resource sharing - updates to due dates of borrowing request loans to be reflected in resource sharing and fulfillment (NERS 6962).pptx
What's new in Alma Fulfillment February 24 2020
- Fulfillment - Delay for hold notification (November 2019).
- Last patron activity date (February 2020).
- Loan Statistics in Physical Title Search Results (December 2019)
- Restrict requests by Patron campus (November 2019)
- Add Bulk Actions to Reading Room Loans (November 2019)
- DARA Identifies Highly Requested Titles (November 2019)
Document Delivery and Resource Sharing Movies for the Sept. 2019 release
Resource Sharing Four Part Series October and November 2020
- Resource Sharing classic model training 2020 (Webinar delivered October 13 and 14 2020).pptx
- Resource Sharing for Consortia Fulfillment Network and Automated Fulfillment Network (Webinar delivered October 20 and 21 2020.pptx
- RS broker model(Rapid ILL) (Webinar delivered October 27 and 28 2020).pptx
- Alma resource Sharing with Brokers using examples ILLiad and Tipasa – Configuration and Workflow (delivered 04 and 05 Nov 2020).pptx
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