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Alma Training: Fulfillment

Alma training, documentation and resources for staff.

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Workflows

Fulfillment contains the following workflows/sections:

  • Circulation Desk Operations Workflow – This is the workflow that governs the way the operations check-out/checkin actions flow at a circulation desk, from the creation of a request through its fulfillment. 

  • Booking – This is the workflow that governs the way Alma reserves resources for a patron that are to be used during a specified time frame.  

  • Resource Requests Workflow – This is the workflow that governs the way a general resource request utilizes internal staff operations. 

  • Resource Sharing – This is the workflow that govern the way a resource sharing department manages both borrowing and lending requests to other institutions.

  • Courses and Reading Lists Workflow – This is the workflow that governs the way in which a reading list for a course is created and managed. 

  • 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. 

  • Configuring Fulfillment – This section describes fulfillment configuration activities. 

Source: Alma Fulfillment Guide

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