Basic fulfillment training

Introduction

• Logging in
• Setting your work location
• Overview of Homescreen
• Overview of Modules
• Setting favorites
• Widgets: adding / removing

Additional information: Student employees should always log in to Alma using incognito mode.

Looking up patron records

• Scan patron's card
• Searching by name, email or other ___
• Typing the patron's name into search bar

Checking out part 1

• Manage patron services
  • Remember: Location location location!
  • Viewing patron records
• Overview of loans and Network Activity tabs
  • Loans of this session vs all loans
  • Network activity = AFN (Automated Fulfillment Network)
  • Hold shelf notifications

Additional information: Clarification at 06:35 regarding the Network Actify tab: the task "Pickup From Shelf" means the book is waiting to be paged at the lending library. If AFN material is ready for the patron to pick-up at our Hold shelf, the Task will display as "On Hold Shelf."

Checking out part 2

• Checking out material
  • My Institution vs other institutions & Loan display (see note below)
  • Changing due dates
  • Loan notes and Fulfillment notes
  • Proxy check outs

Additional information: Staff no longer need to select the Item Owner when checking out materials from other UC campuses.

Checking in

• Always confirm your location
• Return items (best for patron returns)
  • Overview of check in data
  • Sample pop up messages at check including materials from other locations, materials with fulfillment notes and materials with holds
• Back dating returns
• Scan in items (best for work orders)
• In house use
• Check in materials from patron's account
• Checking in materials from other UCs (see note below)

Additional information: 

• Scan in Items is a better option for 2 reasons.
  • Return Items while good for patron returns does not appear to be great for checking in paging requests.  We have noticed that printing hold and transit slips is inconsistent, so Scan in items is a better alternative.
  • Using Return Items on anything that is not checked out will be counted as an In-House Use, resulting in inaccurate statistics.
• Staff no longer need to select the Item from another institution when checking out materials from other UC campuses.

Pick from shelf

• Where to find Pick from Shelf
• Using facets to limit by sublocations
• Sorting list by sublocation or call number
• Multiple requests for same title
• Checking in found items using Return Items

Additional information: Always use Scan In Items when fulfilling holds.

Placing holds

• Placing a request
• View requests from the pick from shelf list
• View and sorting items on the Active Hold Shelf
• Cancel a hold
• Update a hold's expiration date
• Edit a hold request
• See that all 3 changes can also be done from the request number in the item record

Clear hold shelf

• General hold shelf policy
• Setting expired holds to next destination using Expired Hold Shelf
  • Reshelve
  • Send to circulation desk
  • Send to library
  • Activate next
  • Send to institution
• Using Return items to check in expired holds