Prerequisite: Circulation #1. (This is effectively the Circulation #2 class)
First Pass. Left to do here:
- go through Fulfillment documentation to see if anything there is not yet reflected in class 1 or 2
- find, request or create documentation for gaps (noted in red)
- clean up for accuracy
- add any necessary screen shots?
Alma Fulfillment
Fulfillment includes areas related to circulation, patrons, pick lists, resource sharing, course reserves, and fines and fees..
Before You Start
- Introduction to Alma
- Searching and Sets
Ex Libris Training & Documentation
- Introduction to the Alma User Interface
- Alma Essentials: Orientation, Navigation and Searching
Add items to look out for here
Fulfillment-related Searching in Alma
- add content
Learn More About Alma Fulfillment
Harvard Staff Documentation
plus the topics (below) not yet moved from here to separate child wiki pages
Ex Libris Training & Documentation
- ExLibris online: Physical Item and Move Requests
- Jennifer: Items - Differences from Aleph
- Jennifer: Item Statuses, Process Types, and Fields
Terminology
- add here
These topics not yet moved to new web pages:
Resource Sharing
Borrow Direct
Not yet configured
Interlibrary Loan
Not yet configured
Work Orders
Preservation Review
With item in hand that needs conservation care, scan barcode in physical item search to retrieve item record
Click on ellipses (the "More Actions" button?) and select Work Order
Process type - Preservation workflow
Managing department - Collections Care (Widener)* there will be a separate managing department for each unit that does not fall under Widener collections care (not yet configured)
Ordered-Received (625 fulfillment workflow)
FUWG documentation reads: Need to work with ASWG
Process Incoming Materials from Bins
Red or Green bins. Need documentation (none yet)