LSP Migration Dashboard for UC Libraries

Welcome to the Fulfillment page, where we will share learning, training, and other resources for Alma's version of Circulation and Patron Services. 

Fulfillment in Alma

Fulfillment is the Alma equivalent to Circulation in Sierra, although Fulfillment also houses numerous other functions and workflows.

Watch these introductory videos on this page first.

Watch these Fulfillment videos next. The BOLD videos are must watch!

• Fulfillment Organizational Structure (6 min.)
• Fulfillment Units (5 min.)
• Circulation Desks (5 min.)
• Patron Services Overview (3 min.)
• Patron Loans and Proxy Loans (3 min.)
• Loan Material Records (5 min.)
• Renewals (2 min.)
• Returns (2 min.)
• Notes and Blocks (2 min.)
• Creating Physical Item Requests (4 min.)
• Filling and Monitoring Physical Item Requests (2 min.)
• Hold Shelf (3 min.)
• Move Requests (3 min.)
• Move Request Management (3 min.)
• Fulfillment Sets and Jobs (2 min.)
• Physical Resources in Alma (4 min.)
• Electronic Resources in Alma - Terminology and Inventory Model (5 min.)
• Users in Alma (5 min.)
• Managing User Roles (5 min.)
• Assign User Roles Automatically (3 min.)
• User Management Workflows (4 min.) – DO NOT SKIP THIS ONE.
• Update User Records in Bulk (3 min.)
• Creating and Updating User Records (5 min.)
• Normalization Rules (6 min.)
• Printing (3 min.)
• Creating Course Reserves (4 min.)
• Populating Reading Lists (5 min.)
• Viewing Reading Lists (2 min.)

• Digitization Requests – Unsure if we’ll use these, but helpful to watch.
• Digitization Requests (2 min.)
• Digitization Request Management (4 min.)
   
• Booking Requests – Unsure if we’ll use these, but helpful to watch.
• Booking Requests (2 min.)
• Booking Requests Management (2 min.)

If you want to review the exercises on the following page, you can, but these are what we will start with once we have live data in our Alma Sandbox in the fall of 2024.

Once you watch these videos a couple of times in this order, between July and early September of 2024, you should be ready for more in-depth, hands-on training in the live Sandbox this fall and the half-day sessions OhioLINK is planning with ExLibris.