CARLI Fulfillment Training

Upcoming Training:

The CARLI Office is planning additional zoom fulfillment training lessons during January/February.
These sessions are optional for library staff; please share with your colleagues as appropriate.

Please note:
• These sessions are the same content taught in October/November 2024.
• There are two sessions per topic; the content is the same in both sessions.
• Please register if you plan to attend the session live; do not register just for the recording- recordings will be posted.

Fulfillment Workflow Review
(The full planned agenda is on the event webpage, but includes: Overview of Alma Fulfillment- login and Alma organization; Staff searching and review of item records ; Staff searching and review of user records; Fulfillment functions incl. loans, modifying due dates, returns, renewals)
Wednesday, January 22, 2025 - 2:00pm to 4:00pm: https://www.carli.illinois.edu/Alma-FulfillmentWorkflowReview240122
Friday, January 24, 2025 - 10:00am to 12:00pm: https://www.carli.illinois.edu/Alma-FulfillmentWorkflowReview240124

Fulfillment Exceptions Review
(The full planned agenda is on the event webpage, but includes: How to manage: fines and fees; lost processes; patron blocks; patron notes; fulfillment notes)
Wednesday, January 29, 2025 - 2:00pm to 4:00pm: https://www.carli.illinois.edu/Alma-FulfillmentExceptionsReview240129
Friday, January 31, 2025 - 10:00am to 12:00pm: https://www.carli.illinois.edu/Alma-FulfillmentExceptionsReview240131

Requesting Workflow Review
(The full planned agenda is on the event webpage, but includes: Processing requests that can and cannot be filled; routing items; hold shelf processing)
Wednesday, February 5, 2025 - 2:00pm to 4:00pm: https://www.carli.illinois.edu/Alma-RequestingWorkflowReview240205
Friday, February 7, 2025 - 10:00am to 12:00pm: https://www.carli.illinois.edu/Alma-RequestingWorkflowReview240207

Alma - Fulfillment Workflow Review

• Recordings:
  • 10/30/2024- Fall Review Session- "New" UI
  • 11/1/2024- Fall Review Session- "New" UI
  • 5/31/2024 - New I-Share Libraries focus- "Current" UI
• 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

Alma- Fulfillment Exceptions Review

• Recordings:
  • 11/8/2024- Fall Review Session- "New" UI
  • 6/4/2024 - New I-Share Libraries focus- "Current" UI
• Topics:
  • How to manage:
    • fines and fees
    • lost processes
    • patron blocks
    • patron notes
    • fulfillment notes

Alma- Requesting Workflow Review

• Recordings:
  • 11/15/2024- Fall Review Session- "New" UI
  • 6/12/2024 - New I-Share Libraries focus- "Current" UI; also includes in-depth overview of I-Share Participation and Policies during first hour.
• Topics:
  • Logging in and Retrieving Requests
  • Processing Requests that Can Be Filled
    • Processing Requests that Need Additional Attention
  • Processing Requests that Cannot be Filled
  • Preparing Filled Request for Sending
  • Route Items in for the Hold Shelf
  • Charging Materials from the Hold Shelf to the Patron
  • Return Items to Item's Home Library
  • Route Items in to "Return Home"
  • Review of documentation on these topics:
    • Determining the current status of your patron's request
    • Staff Workflow for Placing Requests on Behalf of a Patron
    • Best Practices: Alma Hold Shelf Maintenance
    • Best Practices: Handling Local/AFN Requests When Library is Closed