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Fulfillment 2Fulfillment 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 FacilitatorsTrainers: 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. |
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Requests & Items Topics
Harvard Staff Documentation
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Ex Libris Training & Documentation
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 | 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 These materials are now archived and may contain outdated information/past practice - do not use as-is.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 December 2018.
For current Alma training, please visit the Learning Alma - for Staff and Managers page. |
Requests & Items Topics
Harvard Staff Documentation
| Child pages (Children Display) |
|---|
|
Ex Libris Training & Documentation
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.
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
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.
Handout
Fulfillment 2 Handout
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