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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

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

September 26: Fulfillment Configuration for Patron Physical Item Loans

October 10: Fulfillment Configuration for Patron Physical Item Requests

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

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

November 21: Alma Fulfillment Jobs and their Related Letters

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

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

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

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

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

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