Let's Talk about Fulfillment (I mean Alma, not life's purpose) 2/18/2022

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Friday, February 18, 2022 - 2:00pm to 3:00pm

During this session held on Friday, February 18 from 2-3:30pm central, topics of discussion included:

  • Announcements
    • Alma Sandboxes
      • Our consortial, shared, Alma premium sandboxes have been refreshed.
      • New username/password documents have been uploaded to your library's Box folder.
    • Request Pickup Configuration Settings
      • Adrienne sent ou an email to I-Share Liaisons on 1/26/2022 about periodically reviewing the Request Pickup Configuration Settings.
      • These settings determine which types of requests are included in the pick from shelf list, how long until a request is set as expired, and if the item should be set as missing if not processed.
      • Webpage with more information, including consortial settings: Alma Configuration: Request Pickup Configuration
    • Update to How to AFN page
      • New section on how to determine the current status of your patron's request.
    • Extra requests being canceled?
      • Starting this week, a few more tickets than usual have been sent into CARLI Support about patron's requests being unexpectedly canceled.
      • Thus far, 2 examples submitted have been able to be explained; the other two had the status of "supplier rejected request" which will need more investigation.
      • If you have examples, please send them in to support; could be result of the February release.
  • Items on Expired Hold Shelf
  • Monitor Requests & Item Processes
  • Alma Lost & Paid status
  • Transiting items from expired hold shelf- letter behavior
  • Pick from Shelf letter
  • Hold Shelf letter
  • Fine Fee Payment Receipt Letter