Page Comparison

Fulfillment 2

Fulfillment includes areas related to circulation, patrons, pick lists, resource sharing, course reserves, and billing.

Class Prerequisites

• Introduction to Alma
• Searching and Sets
• Fulfillment Class 1: Loans and Patron Records

Optional Follow-up Classes

• Items and Holdings
• Cataloging 1

For Trainers and Facilitators

See this page: https://wiki.harvard.edu/confluence/x/JweVDQ (to be posted 5/18/18)Trainers: Before class, prepare a set of five examples for use by each trainee. For each trainee, create a bogus patron, find two searchable titles with Widener holdings that can be requested or marked missing, one Widener barcode that can be requested, and one request ID. For each class you teach, fill out your own copy of Fulfillment 2 examples template.

Facilitators: Make sure that upon arrival each trainee signs in and takes one class handout and one examples sheet. Tell each trainee as they sign in to remember the letter next to their name so they know which examples are for them.

Requests & Items Topics

Harvard Staff Documentation

Ex Libris Training & Documentation

• Introduction to the Alma User Interface
• Alma Essentials: Orientation, Navigation and Searching
• ExLibris online: Physical Item and Move Requests
• Items - Differences from Aleph
• Item Statuses, Process Types, and Fields

Terminology

• Work Order: An internal library request to route physical materials for internal processing. A work order sends an item to a work order department (marking it as not available on the shelf), where it can be managed according to internal statuses. Both departments and statuses are configurable and can be used to manage tasks according to a library’s local needs.