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
• Understanding Request Pickup Locations and Library Relations.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
• 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

• Changing User Expiration Dates to be Able to Run the Job Bulk Change Due Dates.docx
• 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

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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