Let's Talk About Fulfillment: 2023-2024 Series on Alma Configuration

After a brief hiatus, LTAF is back for fall 2023/spring 2024 with the theme: "Alma Configuration: Whose are these settings, and what do they do?"

Each session will discuss a portion of fulfillment-related Alma Configuration, including an explanation of any consortial recommendations or requirements. There will be time each session for Q&A, and as always, the opportunity for libraries to schedule meetings with CARLI staff for individual institution follow-ups.

Past sessions:

August 29: Overview of Alma's structure- Institutions, Libraries, and Locations

• Recording
• Links discussed during presentation:
  • Ex Libris Documentation
    • Alma Topologies
  • CARLI Documentation:
    • Lender of Last Resort (LoLR)
    • Adding a Location
    • Deleting a Location
    • How-To: Managing Alma Fulfillment Calendars

September 12: The Configuration underneath the Automated Fulfillment Network (AFN)

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • Primo VE Resource Sharing Request Form
    • CARLI-Required Display Logic Rules for I-Share Institutions
    • I-Share Display Logic Rules Recipes for Requesting in Primo VE
    • Alma Configuration: Request Pickup Configuration

September 26: Fulfillment Configuration for Patron Physical Item Loans

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • How to: Place Recalls in Alma

October 10: Fulfillment Configuration for Patron Physical Item Requests

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • Ex Libris's Alma & Primo VE Administration Certification
    • Alma Configuration: Request Pickup Configuration
    • Primo VE Resource Sharing Request Form
    • Remove the "Not Needed After" Section from the Local Request Form
    • Alma Configuration: Digitization for Patron Requests

October 24: Configuration involved with Overdues, Lost, and Fines and Fees

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • I-Share Resource Sharing Code
    • Fines & Fees Process with CARLI Board
    • Alma: Overdue and Lost Loan Rules and Letters, with associated configuration settings
    • How To: Lost Processes in Alma
    • Lost Items Found Yesterday Report
  • Ex Libris Documentation:
    • Configuring Alma Letters- Letter List
    • Fine Fee Type Description

November 7: Configuring Patron Blocks, Limits, and Staff Overrides

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • Alma Certification
    • Alma: Overdue and Lost Loan Rules and Letters, with associated configuration settings (review part 1, blocks)
    • Alma Physical Fulfillment Block Preferences- Consortial Requirements
  • Ex Libris Documentation:
    • Fulfillment> Patron Configurations> Patron Limits
    • Fulfillment> Patron Configurations> Loan Limits
    • Configuring User Blocks
    • Configuring Block Preferences

November 21: Alma Fulfillment Jobs and their Related Letters

• NOTE: Alma Fulfillment Jobs are managed by the CARLI Office staff and should not be edited by CARLI Member Libraries. Email CARLI Support with any questions.
• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • Alma- Automatic Renewals for Local Patrons
    • Alma Configuration: Request Pickup Configuration
  • Ex Libris Documentation:
    • Alma Scheduled Jobs

December 5: Configuring and customizing Alma's Patron-facing Letters

• Recording
• Links discussed during presentation:
  • Ex Libris Documentation:
    • Configuring Alma Letters
    • Configuring Alma Letters - Letter List
    • Letter Configuration Demo (w/August 2023 updates) by Yoel Kortick

December 19: Alma's Fulfillment calendars including term loans, Circulation desk settings

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • Alma Certification
    • Overview: Printing Options in Alma
    • How-To: Managing Alma Fulfillment Calendars
  • Ex Libris Documentation:
    • Force choice of "Currently at" a desk or department - how to? 

January 16: Primo VE- Display Logic Rules, GES, and GetIt Configuration

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • Primo VE Discovery Interface (main CARLI page for Primo VE Configuration)
    • CARLI-Required Display Logic Rules for I-Share Institutions
    • I-Share Display Logic Rules Recipes for Requesting in Primo VE
    • Primo VE: I-Share Resource Sharing Requesting "Availability" Options
    • Display Logic Rules for Electronic Resources
    • InterLibrary Loan and Alma General Electronic Services (GES)
    • InterLibrary Loan-Related Display Logic Rules

February 13 (Formerly January 30): Configuring Users- User groups, roles, role profiles, patron loads, required fields

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • User Management - Logins, Roles, Named Users, SIS, Authentication
    • Alma User Records: Importance of Preferred Addresses
    • Best Practice Recommendations for Named Users in I-Share
  • Ex Libris Documentation:
    • Users in Alma- Video
    • Managing User Roles
    • Managing User Roles- Video
    • Roles Report
    • Role Privileges
    • Role Profiles

Ad Hoc: Review of Linked User Records

• Recording TBD

February 27: Options for Configuring Alma’s Printers/Printing, and determining what is printed vs. emailed

• Recording
• Links discussed during presentation:
  • CARLI Documentation:
    • Overview: Printing Options in Alma
  • Ex Libris Documentation:
    • Printouts Queue

March 12: Summary tour of optional functionality- Work Order Departments, Digitization, Bursar, Booking, Auto-renewals, Lender of Last Resort

• Recording
• Links discussed during presentation:
  • Work Order Departments
    • How to: Using Work Orders in Alma
    • Office Hours- March 11, 2021: Work Order
  • Digitization:
    • Alma Digital for CARLI I-Share Libraries
    • Alma Configuration: Digitization for Patron Requests
    • How To: Processing Patron Digitization Requests in Alma
    • Office Hours- June 10, 2021: Digitization
  • Bursar Systems:
    • Bursar Systems
  • Booking:
    • Let's Talk about Fulfillment (I mean Alma, not life's purpose) 3/18/2022
    • Booking Link List
    • Booking Workflow
  • Auto-renewals
    • Alma- Automatic Renewals for Local Patrons
    • Alma 2024-2025 RoadMap: Automatic Renew Notice
  • Lender of Last Resort
    • Alma Configuration: Lender of Last Resort