Your Alma Fulfillment Configuration Administrator . Scroll down and find the "Missing Status" drop down, select it by clicking the check box, and make sure the drop down is blank. digital representations, deposits), PO lines, users, reading lists, vendors, and so forth. You can view fulfillment configuration information for a specific item. Configuring Physical Locations. Under Fulfillment> Library Management> select Circulation Desks; The Circulation Desks List will open. In Alma, click Admin --> Run a Job. Background: When Alma is determining whether to send a request to an institution listed in the ROTA, Alma does two checks: a) the item is in an available status . Topics include: loans & returns, requests, holds shelf, configuration, course reserves, and reading lists. Viewing Fulfillment Configuration Information. Guidelines for the Fulfillment Management Menu. Select the required institution from the Configuring filter on the Configuration page. Introduction to Broker-Based Resource Sharing (4 min) Resource Requests in Broker-Based Resource Sharing (3 min) End-to-End Staff Workflows in Broker-Based Resource Sharing (5 min) Institution-Level Configurations for Broker-Based Resource Sharing (5 min) Alma Fulfillment Resource Guide This guide covers all aspects of the fulfillment process. Sandbox Testing. Fulfillment Configuration; Alma Analytics; Fulfillment FAQs; What's Part of Fulfillment? Fulfillment jobs can be configured at the institution level only. For Step 1, contact the help desk to receive your API Key and then proceed to Step 2. Configuring Fulfillment Simple Practice Tasks Test Your Knowledge! Directions for how to set up digitization at your institution are included on this page. Instead, just export the data from your Alma system at Alma Configuration → Fulfillment → Fulfillment Units → [Choose Fulfillment Unit] → Fulfillment Unit Locations to your favourite spreadsheet software and use the CONCATENATE () formula (or similar) to generate the list. Alma Acquisitions User Roles. Alma applies the first (and only the first) appropriate, enabled rule. Configuring Physical Locations. Note that some configuration changes in Fulfillment impact other functional areas. Physical Fulfillment. 2 Click Fulfillment Ex Libris Confidential 8 3 On the Configuration Menu, select one of your libraries from the Configuring drop-down box at the top of the page. Click the link next to Fulfillment Unit Rule to view and edit the item's fulfillment unit rule. The persistent search box is always available from the top middle of any Alma page. The below example shows how to configure an SLNP partner in Alma for the SLNP integration: General Information Tab Code - the partner code. Broker-Based Resource Sharing. Hit enter to search. Click Next, then click Submit. Click Add Rule Button Give the rule a Name Description is optional Select which Input Parameters you want to use Things to know about Input Parameters • The In. Alma Fulfillment. modified later, during the implementation stage of your Alma project; however, the basic fulfillment infrastructure (locations, user groups, and item-based policies) should remain the same. Alma can be configured to print the receipt to a receipt printer rather than emailed to the patron. Then go to the Other Settings tab where the default Brief Level Rule can be selected from the dropdown list of brief level rules present in . Configuring Fulfillment Activities - Overview. Your Alma Fulfillment Configuration Administrator can configure academic departments for your institution from the Course Faculties code table (Configuration Menu > Fulfillment > Courses > Academic Departments). Alma component used to manage data reports and dashboard. Instances are configured by the SLS staff. Fulfillment Overview This section provides users with information about Fulfillment topics in Alma. On the Alma main menu, go to the Configuration Menu. Administrative use of the Springshare LibCal space management system. Changes being tested in our premium sandbox instance of Alma/Primo VE should be recorded in the table below, with new entries at the top. Configuring Printers. If no appropriate rule is found, the system uses the default rule. A portion of Alma used by library staff to perform fulfillment functionality (loans/transactions, requests) on behalf of a patron. Upcoming Fulfillment Updates; email sent 10/28/2020: During the first week of November, CARLI Staff will plan to make these updates to each I-Share library's Alma Fulfillment Configuration: Enable fix to allow parallel loans; Enable the Fines and Fees Report Letter. FLSA Exempt: Yes All offers of employment are contingent upon successful completion of a background inquiry. Configuring Remote Storage Facilities. It might be where you . Fulfillment Infrastructure. This includes maintaining all patron records, loaning materials, returning/renewing loaned materials, managing lost items dealing with fines and fees as well as course reserves. Profile Type - the partner type (SLNP will be used for this integration). For information about requests, see Requests in Alma. Configuring Primo Fines & Fees Currency Symbols. Resource Requests Requests in Alma Resource Requests Workflow Creating a Request from the Institution Pickup at Shelf Scanning Items Managing the Hold Shelf Moving Items Digitization Processing Add a new patron PATH: Fulfillment--Check-out/check-in--Manage patron services 4. One (1) year of experience within the last three (3) years working extensively within the Alma ILS Fulfillment, Configuration, and Analytics modules. All offers of employment are contingent upon successful completion of a background inquiry. (Configuration Menu > Fulfillment > Physical Fulfillment > Fulfillment Units), add or edit an existing fulfillment unit. Consider the impact on other functional areas before making changes to existing configurations. Defining settings for overnight loans can achieved by setting the time at which the overnight loan comes into effect as the closing hour in the library's calendar. Configuring Primo Fines & Fees Currency Symbols. Fulfillment Infrastructure. General Circulation Documentation: Alma Fulfillment Glossary . Alma Configuration: Digitization for Patron Requests Digitization is the process by which a library can allow their users to request scanned copies of physical items from the library's collection. Configuring Circulation Desks. Viewing Fulfillment Configuration Information. Select the option to Add a Location. Fulfillment Network Configuration Fulfillment Network Workflow Requesting an Item for Pickup Anywhere in the Network Creating a Request from the Institution Managing Patron Services A fulfillment network defines a relationship between Alma institutions that provide out-of-scope services to each other. Anything that fulfills a . For information about loaning and returning items, see Loaning Items and Returning Items. Alma Fulfillment Glossary; Search this Guide Search. Receipt Printers Every circulation desk has been configured to email loan and return receipts to the patron as a default. Configuring Circulation Desks. Require Explicit Confirmation of Fulfillment Messages Prevents unintended confirmation of pop-up Fulfillment messages by hitting Enter or scanning the next item Configuration --> Fulfillment --> Other Settings --> disable_enter_closing_fulfillment_popups parameter Allow due date after patron account expiry date The following is a list of menu options, some details about them, as well as some cautions about making changes. Rules of Thumb. Fulfillment - Ex Libris Alma Administrator Certification Training Videos on Library Locations and Units (71 mins) Check-out an item PATH: Fulfillment--check-out/check-in--Manage patron services 2. Physical Fulfillment. For a detailed explanation, see Advanced Tools. Libraries. When creating a location code, the code should begin with the Library's suffix. 1. Select Fulfillment Configuration menu, Locations, Physical Locations. - see OLH for more details Administrative use of the Springshare LibCal space management system. Alma Fulfillment About Fulfillment Configuration Fulfillment activities - loaning, requesting and the handling of requests, returning, reading rooms, and course reserves - involve configuring: Locations, circulation desks, and fulfillment units Service relationships and transit times between these units Policies and rules for loans and requests Fulfillment Infrastructure. Location: This indicates what location you are "set" at. Check-in an item PATH: Fulfillment--Check-out/check-in-- Return items 3. Fulfillment activities are configured in Alma according to location. (By default, the Institution is selected). . Alma Configuration: Automatic renewal for local patron loans. Fulfillment is the process by which patrons borrow and return physical resources, or access electronic or digital resources, from the institution. All offers of employment are contingent upon successful completion of a background inquiry. Advanced Tools - This section describes managing fulfillment sets, changing loan dates in bulk import, viewing restore request jobs, uploading offline loan and return transactions, configuring criteria for items requiring action, and shifting requests between circulation desks. Fulfillment Configuration Utility Page - Overdue Fine for Given Return Date Optionally, you can perform the following actions for the item: Click the link next to Fulfillment Unit Name to view and edit the item's fulfillment unit. Instead, just export the data from your Alma system at Alma Configuration → Fulfillment → Fulfillment Units → [Choose Fulfillment Unit] → Fulfillment Unit Locations to your favourite spreadsheet software and use the CONCATENATE() formula (or similar) to generate the list. . The Fulfillment Configuration Utility displays the information that would take effect if a specified item were loaned to a specified patron, as follows: SLNP Partner Configuration Creation of a new SLNP partner in Alma is done in Fulfillment > Resource Sharing > Partners. Configuring Printers. Configuring Remote Storage Facilities. Alma Physical Fulfillment Block Preferences- Consortial Requirements. Alma Configuration settings necessary for Resource Sharing through the AFN - forthcoming. "Fulfilment Configuration Utility"- include specific loan date for closed days When setting up the Closed Library Due Date Management for short loan items, it would be useful to be able to test it in the Fulfilment Configuration Utility by specifying the loan date and time rather than the only option being 'if the item was borrowed now'. Select Rule Type 2. Circulation module : Persistent search box: A drop‐down search box consisting of various search options. Fulfillment - Ex Libris Alma Administrator Certification Training About Fulfillment Configuration Fulfillment activities - loaning, requesting and the handling of requests, returning, reading rooms, and course reserves - involve configuring: Terms list: Select the appropriate timeframe for which the course will be active. Fulfillment Services Manager. Access Alma Configuration using the gear in the corner. Alma Configuration: Digitization for Patron Requests. Reports: Acquisitions Alma Term Definition Equivalent Term (in Aleph or as noted) . Note that any code snippets below contain . Fulfillment services might be allowed for logged-in users only. The Run Now option appears for some of the jobs on this page, but not for others. The Fulfillment Configuration Utility has tabs for rules relating to Loans, Requests, Bookings and Overdue Lost Loan Profiles: How are overnight loans in Alma handled? Purdue's Shelf Inventory API is external to Alma: Requires a server hosted by ITEC. Introduction to Fulfillment. Search : Plug-in The login options in services page are the various authentication methods supported in Alma. You can use the Fulfillment Configuration Utility to test your Fulfillment configuration. FLSA Exempt: Yes. If your institution does allow local requesting, those at your institution who are responsible for Alma Fulfillment configuration will want to attend the webinar/review the recording. Alma Configuration: Request Pickup Configuration For the circulation desk where you want to enable digitization support, select the ellipsis, and choose the Edit option. Select the Fulfillment Unit Rules tab. Online Help Keyboard Shortcuts Feed Builder What's new Fulfillment: Fulfillment is the process by which patrons borrow and return physical resources, or access electronic or digital resources. Configuring Remote Storage Facilities. To Add a Fulfillment Unit Rule Ex: Library Use Only items in the main collection 1. However, when that change is made, no one will be able to create purchase orders, or create invoices, which I don't think is something you'd want.") (see . Administrative use of the Springshare LibCal space management system. Physical Fulfillment. Help. Introduction to Fulfillment Fulfillment Library Independence View fulfillment configuration settings in the fulfillment configuration utility. This report can be run on demand in Alma by library staff to produce a list . For an introduction to the Alma configuration form, . The Fulfillment Administrator Role allows access to the Fulfillment Management Menu in Alma's configuration area. Configuring Printers. You will find a series of tabs below organized by subject with links to reference information, training videos, etc. When a patron from institution A walks into institution B, a circulation desk operator must retrieve the patron's information from institution A as the first step of managing the patron's activities. Configuring Physical Locations. Does not included stored configuration information, such as your configured code and mapping table information, your institution's logo . A fulfillment network can be set up for two or more institutions regardless of whether they work with a Network Zone.For general information about fulfillment networks, see Fulfillment Networks..
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