Fulfillment Wiki Page Cleanup
- Kara Young
- Jackson Childs
- Andrew M. Wilson
Owned by Kara Young
About this page
FUWG Project Name: Fulfillment Wiki Page Cleanup 2023
Page content contributors:
Contents:
Brief description of project
Review pages in the LTS Alma Fulfillment functional area documentation: Fulfillment; update pages as necessary to align with current best practices/recommended workflows; retire pages that are no longer needed.
Scope of Pages for update
| Page | Assigned to | Status | Notes | Questions |
|---|---|---|---|---|
| Access and Borrowing Privileges | Devin | Done | Perhaps the name of this page should be updated (maybe Access and Borrowing Loan Policies instead, to reflect the content?). This was done -JC | |
| Alma Fulfillment - Major Differences from Aleph | skip | |||
| Alma Offline Circulation | Jackson | corrected link for offline utility download, corrected file path for generated transaction file. Have not verified instructions for manually creating loans file. -JC | ||
| Alma Reading Room | Devin | Done | add link RE: Special Borrower requests (Lamont) | |
| Billing: Fines and Fees | Devin | Done | ||
| Claimed Return & Lost Items | Jackson | Done | ||
| Fulfillment-related Searches | Jackson | Done | ||
| Fulfillment-related system functions | Jackson | refers to a "work order implementation checklist" but no link. List of possible batch jobs for fulfillment needs review. (Kara will review) | ||
| Fulfillment Work Orders | Rob | Done | ||
| Fullfillment Notices and Letters | Jackson | Last updated 1/27/22, says "Ful Overdue and Lost Loan Letter" not active at that date, but isn't it active now? (Kara will review) | ||
| Hold Shelves | Andy | Done | ||
| Items in Fulfillment Functions | Jackson | Done | ||
| Library Hours in Alma | Andy | Done | Appears to be periodically updated by LTS to reflect current date range. | |
| Loans | Andy | Done | ||
| Patron Records | Devin | Done | updated the notifications section (Kara to review list of patron types) | |
| Pick Lists | Andy | Done | ||
| Processing Incoming Materials from Bins | Andy | Done | Only minimal instructions, but fulfills the need (add a number on requested items and hold slips). | |
| Proxies | Devin | Done | (Add section on proxy requesting?) | |
| Renewals | Jackson | Should it list max renewal period for all item policies (this info not on the item policies page here: Item Policies) Confirm that only 01 and 24 renew, all other loan policies do not renew? | ||
| Requests | Rob | Done | Removed outdated info about unfulfilled requests being auto-marked Missing if unfulfilled. (checked this with Kara Y.) | |
| Resource Sharing | Kara | |||
| Returns | Andy | Done |