Fall 2023 and Spring 2024- Let's Talk About Fulfillment: I mean Alma, not life's purpose

After a brief hiatus, LTAF is back for fall 2023/spring 2024 with the theme: "Alma Configuration: Whose are these settings, and what do they do?"

Each session will discuss a portion of fulfillment-related Alma Configuration, including an explanation of any consortial recommendations or requirements.
There will be time each session for Q&A, and as always, the opportunity for libraries to schedule meetings with CARLI staff for individual institution follow-ups.

Please visit the event page(s) on the CARLI Calendar to register for the session(s) you would like to attend.

The Zoom connection information will be sent on the Monday before each meeting.
These sessions will be recorded and posted to the CARLI website.

When: Every other Tuesday from 2-3:30pm, starting August 29
August 29: Overview of Alma's structure- Institutions, Libraries, and Locations
September 12: The Configuration underneath the Automated Fulfillment Network (AFN)
September 26: Fulfillment Configuration for Patron Physical Item Loans
October 10: Fulfillment Configuration for Patron Physical Item Requests
October 24: Configuration involved with Overdues, Lost, and Fines and Fees
November 7: Configuring Patron Blocks, Limits, and Staff Overrides
November 21: Alma Fulfillment Jobs and their Related Letters
December 5: Configuring and customizing Alma's Patron-facing Letters
December 19: Alma's Fulfillment calendars including term loans and circulation desk settings
January 16: Primo VE- Display Logic Rules, GESs, and GetIt configuration overview
January 30: Configuring Users- User groups, roles, role profiles, patron loads, required fields
February 13: Review of Linked User Records
February 27: Options for Configuring Alma’s Printers/Printing, and determining what is printed vs. emailed
March 12: Summary tour of optional functionality- Work Order Departments, Digitization, Bursar, Booking, Auto-renewals, Lender of Last Resort

Please send any questions to support@carli.illinois.edu