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This page is in draft - please ask Sarah Griffin if you have questions about what is listed here.
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Proposed page structure:
Welcome to Alma Fulfillment
Fulfillment Terminology
The Alma Home Page
User Roles
Circulation Basics
Viewing a Patron Record
Loans, Returns, and Renewals
Managing holds (pick lists)
Viewing, Modifying Requests
Creating Hold Requests and Recalls
Notices and Printing
Advanced Circulation
Cancelling Hold Requests
Missing/Lost/Claimed Returned
Fines and Patron Blocks
User Management
Managing Items
Specialized Circulation Processes
Courses and Leganto (simple link to Course Reserves page)
InterLibrary Loan (Resource Sharing)
Analytics
Sets and Jobs
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Printing
Set Alma to print slips automatically in your browser
Reprint an Alma slip that you previously printed
Automatic printing of hold slips
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Search Fulfillment in Alma
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Welcome to Alma
Alma Essentials: https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English
Alma Glossary: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/085_Alma_Glossary
Alma login: https://duke.alma.exlibrisgroup.com/SAML
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Important note! To bookmark Alma in your own browser, copy+paste the above link directly into your Bookmarks Manager (ie, do not try to bookmark the web address after you’ve clicked in and/or authenticated with Shibboleth - this will result in error messages). |
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Fulfillment Terminology
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Work orders versus IPS (Alma different) - still TBD?
The Alma Home PageThe Alma home page is the initial page that appears when you log in to Alma. You return to the Alma home page |
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by selecting the Duke logo in the persistent menu |
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. The specific elements that display on the Alma home page and menu options depend on your user roles. However, the home page always presents:
Additional features you can enable:
User RolesUser Roles define what functions a user can perform in Alma. Each role confers a set of permissions, and staff members will have multiple roles assigned to them, depending on their job responsibilities. Roles are specific to a library location (i.e., a Lilly staff member might have a “Circulation Desk Manager” role at Lilly but only a “Circulation Desk Operator” role at Music). Staff should always make sure they are logged in to the correct circulation desk location. Some circulation-related roles in Alma have three tiers: Manager (with the highest level of permissions), Operator, and Operator – Limited. All users, staff and patrons, will have the role of Patron in Alma, which allows borrowing of materials. Other roles are related to Circulation Desk functions, Requests, Users, Inventory, Course Reserves, and more. For detailed information on Alma User Role Profiles, Job Categories, and how those affect permissions, see Permissions and Role Management. |
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Still need to figure out if we’re including this info and, if so, where |
Fulfillment units (buckets of locations where the circ rules live)
Fulfillment configuration utility - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/070Advanced_Tools/010Loans/010Fulfillment_Configuration_Utility
Alma circulation behaves differently than Aleph circulation.
In Aleph, circulation is controlled by an item’s sub library, item status, process status and availability, along with the patron group.
In Alma, circulation is controlled primarily by the item’s location, which is grouped into “fulfillment units” that have the same set of rules. E.g., we have a fullfilment unit called “Standard Loan” that includes stacks locations and other general collections where we generally allow faculty to borrow for an academic year, undergrads to borrow for 28 days, and so on.
Definitions:
Fulfillment unit: “A fulfillment unit is one or more physical locations within an institution that follow the same policies.” (Ex Libris definition from here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Fulfillment_Infrastructure/Configuring_Physical_Fulfillment )
Terms of use: “Terms of Use (TOU) are groups of policies that define loan and requesting behavior for patrons.” (Ex Libris definition from document above)
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Showed up in another school’s training, and early users talked about this
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Fulfillment configuration tool shows the terms of use – maybe that’s a place to introduce naming?
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