New I-Share Libraries: Fulfillment Workflow Review, Session 3

Note that these sessions were created for the five 2024 new I-Share libraries, so their staff have had the first chance to register. As such, I will try to update the event description with “waitlist only” when registration is reached for a particular session of a lesson.

To Register: Use the "Register" tab at the top of this page.

The same content is presented 4 times. You do not need to register for more than one session, unless you want to repeat the training.

• Tuesday, May 28, 2024 - 10:00am to 12:00pm (Session 1)
• Wednesday, May 29, 2024 - 2:00pm to 4:00pm (Session 2)
• Thursday, May 30, 2024 - 11:00am to 1:00pm (Session 3 - this session)
• Friday, May 31, 2024 - 1:00pm to 3:00pm (Session 4)

Planned topics:

• Overview of Alma Fulfillment
  • How to log into a fulfillment workstation and change locations
  • Review of Alma screen for fulfillment staff
• Staff searching for item records
  • Review of item records
• Staff searching for user records
  • Review of user records
  • Creating Internal user record
  • Editing Internal user record
  • Review of External user records
• Fulfillment functions:
  • Checking an item out
  • Modifying due dates at time of charge
  • How to check in items
  • How to check an item in or out when the barcode is missing or illegible
  • How to set an item status to "missing"
  • Loan renewals

We plan for these sessions to be "hands on" with examples provided to attendees so they can follow along.
If the Alma Sandboxes are too slow for this in real-time (we will find out!), attendees will be asked to watch during the session, and will be provided with a recording of the session to do the examples on their own time (contacting CARLI staff with questions).