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Video Trainings

Fulfillment Essentials Orientation Training

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1. Organizational Structure (New UI) (9 min)

2. Circulation Desks (New UI) (9 min)

3. Fulfillment Units (New UI) (8 min)

4. Additional Fulfillment Configurations (New UI) (8 min)

Using your sandbox, sign in as AlmaUser01. Ensure that you are in the Main Library – Main Library Circulation location. You can do this by clicking on the location icon in the upper right corner and selecting this location (if it is not already selected). For these exercises, you may choose to either use the initial prompt to complete the activity on your own, or if you prefer, follow the step-by-step instructions. 

Exercises Part 1: Day-to-Day Operations
Note: Choose Location setting makes a difference! The ability to “Manage Patron Services” or “Return Items” is dependent upon being at the circulation desk. Make sure you are at the right circulation desk.

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Exercises Part 2: Fulfillment Configuration

Using your sandbox, sign in as AlmaUser01. For these exercises, you may choose to either use the initial prompt to complete the activity on your own, or if you prefer, follow the step-by-step instructions.

1. Add a new due date option

   • Go to Alma Configuration > Fulfillment

   • Under Physical Fulfillment, click Advanced Policy Configuration

     

   • Click Add Fulfillment Policy

   • Choose Policy Type: Due Date. Next, Value Type: Non-Fixed, 10 Days or a different loan period of your choice. When done, click Save.

     

     Note: Exact Days means use the system time from when the item is checked out as the due time.

   • Days: give the user until closing time on the due date

   • The Due Date Description displays in Primo as the policy
     

2. Add a new TOU that uses the due date option created in #1

   • Go to Alma Configuration > Fulfillment

   • Under Physical Fulfillment, click Terms of Use & Policies

     

   • Add a new Terms of Use

   • Choose Terms of Use type: Loan

   • Is Loanable = Loanable (Loanable)

     

     Due Date = 10 Days Due Date
     No Lost Item Fine
     Feel free to change any other values. When done, click Save.
     

3. Add a new rule to an existing Fulfillment Unit which uses the TOU created in #2

   • Go to Alma Configuration > Fulfillment

   • Under Physical Fulfillment, click Fulfillment Unit

   • Click on Code to choose a Fulfillment unit, then go to Fulfillment Unit Rules tab

     

   • Click Add Rule
     Input parameter: Add Parameter such as User Group "In List" Faculty.
     Output parameter: Choose the TOU you created in #2. When done, click Save.

     

     
     Note: Add TOU button can be used to create a new TOU. However, the newly created TOU won’t be available for selecting immediately in the current rule. You need to choose one of the TOUs that is currently available, save to close the rule. Then go back to the rule, the newly created TOU should now be available for selecting. One TOU can be used for multiple rules. Check TOU - show related Fulfillment rules before editing it. The order of the rules: You can move the rule up or down the list by using the arrows. Alma reads the rules from the top to the bottom and uses the first rule that applies. Therefore, more granular rules should be above the general rules.