Fulfillment and Automated Fulfillment Network (AFN) - Circulation and I-Share Resource Sharing

CARLI Resource Sharing Committee: Alma & Primo VE Release Note Review

Fulfillment and the Automated Fulfillment Network (AFN) To-Do's and future work:

• Workflows for recording non-I-Share ILL transactions in Alma
• Training/review on fulfillment configuration settings; how they affect day-to-day operations

Policies & Annual Statistics

I-Share Mandatory Fields for Public User Records. This list specifies the minimum data elements all user records should contain to support consortial activities.
I-Share Institution Identifiers
Choosing which ILL Policy governs Lost/Damaged Fines/Fees

Fulfillment-Related Tools

Alma Offline Circulation Utility

How-Tos & Workflows for Day-to-Day

How To: Fulfillment in Alma (step-by-step instructions for many common workflows)
How To: Staff workflows for Alma Requests- Local and AFN
How To: Request Maintenance
How To: Lost Processes in Alma
How To: Course Reserves in Alma
How To: Place Recalls in Alma
How To: When You Have To Charge before You Send: How To Deliver Local and I-Share Materials via Mail, or via Service Points with No Access to Alma

Fulfillment-Related Special Topics

How-To: Managing Alma Fulfillment Calendars
Community Users in Alma and Primo VE - Includes options and best practices for managing community user accounts
Alma Configuration: Automatic renewal for local patron loans
Alma Configuration: Lender of Last Resort (LoLR)
Two Libraries’ Different Approaches to Lost and Billed Materials Processes: Webinar presented by the CARLI Resource Sharing Committee, 10/29/2021
CARLI Resource Sharing in our New Age- Course Reserve Management in Alma and in Leganto, 12/3/2021
Three Libraries Present Three Ways to Set up Patron Proxies in Alma: Webinar presented by the CARLI Resource Sharing Committee, 4/22/2022