Alma - Fulfillment Workflow Review 1/22

Recordings from the sessions will be posted; please do not register just for the recording if you will be unable to attend the session.

To Register: Use the "Register" tab at the top of this page.

Planned topics:

• Overview of Alma Fulfillment
  • How to log into a fulfillment workstation and change locations
  • Review of Alma screen for fulfillment staff
• Staff searching for item records
  • Review of item records
• Staff searching for user records
  • Review of user records
  • Creating Internal user record
  • Editing Internal user record
  • Review of External user records
• Fulfillment functions:
  • Checking an item out
  • Modifying due dates at time of charge
  • How to check in items
  • How to check an item in or out when the barcode is missing or illegible
  • How to set an item status to "missing"
  • Loan renewals

We plan for these sessions to be "hands on" with examples provided to attendees so they can follow along.
If the Alma Sandboxes are too slow for this in real-time (we will find out!), attendees will be asked to watch during the session, and will be provided with a recording of the session to do the examples on their own time (contacting CARLI staff with questions).