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Fulfillment 1: Loans and Patron Records

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

Class Prerequisites

  • Introduction to Alma
  • Searching and Sets

Recommended Courses after this one

  • Fulfillment 2
  • Items and Holdings
For

Preparation for Trainers and Facilitators

See this page: https://wiki.harvard.edu/confluence/x/JweVDQ

Preparation

Trainers: Before class, prepare a set of barcodes for use by each trainee (see “Fulfillment 1 – barcodes template” Barcodes template - FUL1.docxdocument). For each trainee, create two bogus patrons (1, 2) and locate six barcodes in Alma. List one barcode that is not in Alma.

Facilitators: Make sure each trainee signs in and takes one class handout and one barcodes sheet. Tell each trainee as they sign in to remember the letter next to their name.

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Loans and Patron Records Topics

Harvard Staff Documentation

Child pages (Children Display)
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Ex Libris Training & Documentation

Terminology

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