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Warning
titleSpring 2019 Update

The scripts and training materials in this section were used by Alma peer trainers & facilitators during the active Implementation project phase (April 2018 - June 2019).

These materials are now archived and may contain outdated information/past practice - do not use as-is. This content was last updated June August 2018.

For current Alma training, please visit the Learning Alma - for Staff and Managers page.

 

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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

Preparation for Trainers and Facilitators

Trainers: Before class, prepare a set of barcodes for use by each trainee (see “Barcodes template - FUL1.docx” document). 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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