Fulfillment Working Group
- Laura Morse
- Spruill Harder
- Andrew Wilson
Owned by Laura Morse
Charge
Reporting to the Alma Executive Oversight Committee (EOC), the Fulfillment Working Group will evaluate and inform the use of Alma Fulfillment and Leganto functions. The scope of work includes the use of Alma for circulation, resource sharing, course reserves, and collection and inventory management activities. This group will:
Develop Expertise
- Develop expert level knowledge of related Alma functions
- Collaborate with stakeholders to determine Access Services needs
- Review and test quarterly Alma enhancements
- Recommend enhancement implementations
Documentation & Communication
- Maintain and develop local documentation
- Maintain and develop training materials
- Liaise with Analytics and Reporting Working Group to inform planning for analytics or repository reports, dashboards, and widgets
- Liaise with the Technical Services Working Group to inform cross function workflows
- Provide updates and documentation to Academic Technology staff
- Gather and track issues for ExLibris for existing Alma functions and enhancement requests
Special Projects
- Form ad hoc, short-term advisory and project groups as needed when broader input or project work is required
Group Membership
| Name | Department/Library | Group Role | |
|---|---|---|---|
| Kara Young | LTS: Systems Librarian | Co-chair | kara_young@harvard.edu |
| April Duclos | Access Services: Resource Sharing | Co-chair Resource Sharing | april_duclos@harvard.edu |
| Julie Petzold | Access Services: Gutman, Kennedy, and SEC | Communication liaison | julie_petzold@harvard.edu |
| Amy Boucher | Access Services | EOC representative | amy_boucher@harvard.edu |
| Rob Steere | Access Services: Harvard Depository | HD | robert_steere@harvard.edu |
| Spruill Harder | Access Services | EOC representative | sgharder@fas.harvard.edu |
| Mike Mellor | Access Services | Circulation and documentation | mmellor@law.harvard.edu |
| Caitlin Elwood | Access Services | Digital Reserves/Leganto | celwood@fas.harvard.edu |
| Cynthia Winters | ITS: Manager for User Services & Direct Access Processing | Liaison to ITS | cwinters@fas.harvard.edu |
Documentation
- Agendas and Meeting Notes (FWG)
- Annual Data Cleanup
- Co-Chair Responsibilities
- Communications
- Fulfillment Enhancement Review (FER) Area
- Leganto Enhancement Review (LER) Subgroup area
- Project List
- Project Page Template
- Quarterly Updates for EOC
- zzArchived -- FWG Implementation Issues in progress
- zzArchived -- Smart Restart
- Item status 88 remediation