Configuring Fulfillment Activities – Overview
Fulfillment represents the culmination of many of the library’s processes and patron-facing activities, such as organizational infrastructure, acquisitions, and user management. The infrastructure for the fulfillment workflows (which include loaning, requesting and the handling of requests, returning, reading rooms, and course reserves) involves the configuration of the following:
- Locations, circulation desks, and fulfillment units
- Service relationships and transit times between these units
- Policies and rules for loans and requests
- Resource sharing partners
- Printers
This section describes how to configure the various fulfillment functions. See the Alma Glossary for definitions of these functions.
Fulfillment activities are configured in Alma according to location. You configure the various fulfillment activities from the Fulfillment Configuration page (Fulfillment >Fulfillment Configuration > Configuration Menu).
On the Fulfillment Configuration page, the following appears:
- A filter option, enabling you to display the configuration options for the institution or libraries within the institution
- A list of the available configuration items
The following table lists the configuration options.
| Section | Configuration Item | Configuration Level | See |
|---|---|---|---|
| Library | Library Details | Library | Configuring Libraries |
| Opening Hours | Institution/Library | Configuring Libraries | |
| Relationships | Library | Configuring Fulfillment Relationships | |
| Transit Time | Institution | Configuring Transit Time Rules | |
| Circulation Desks | Library | Configuring Circulation Desks | |
| SIP2 Bin Configuration | Institution | Configuring SIP2 Bin Configuration | |
| Temporary Item Creation Rules | Resource Sharing Library | Configuring Temporary Item Creation Rules | |
| Locations | Physical Locations | Library | Configuring Physical Locations |
| Remote Storage | Institution | Configuring Remote Storage Facilities | |
| Physical Fulfillment | Fulfillment Units | Institution/Library | Configuring Fulfillment Units, Policies, and Terms of Use |
| Terms of Use and Policies | Institution/Library | Configuring Terms of Use | |
| Block Preferences | Institution | Configuring Block Preferences | |
| Auto Loan Renewal Rules | Institution | Configuring Automatic Loan Renewal Rules | |
| Item Policy | Institution/Library | Configuring Item Policies | |
| Advanced Policy Configuration | Institution/Library | Configuring Policies | |
| Overdue and Lost Loan Profiles | Institution | Configuring Overdue and Lost Loan Profiles | |
| Loan Recalls Configuration | Institution | Configuring Loan Recall Requests | |
| Request Task Name | Institution | Configuring Request Task Names | |
| Request Pickup Configuration | Institution | Configuring Request Pickup Rules | |
| Self Check Messages | Institution/Library | Configuring Self Check Messages | |
| Loan Anonymization Rules | Institution | Configuring Anonymization | |
| Patron Configurations | Patron Groups | Institution | Configuring Patron (User) Groups |
| Patron Limits | Institution | Configuring Patron Limits | |
| Loan Limits | Institution | Configuring Loan Limit Rules | |
| User Block Description User Block Definitions | Institution | Configuring User Block Descriptions and Definitions | |
| User Demerits | Institution | Configuring Demerit Points | |
| Digital Fulfillment | Digitization Departments | Institution/Library | Configuring Digitization Departments |
| Digitization Profile Rules | Institution | Configuring Digitization Profile Rules | |
| Access Rights | Institution | Configuring Access Rights for Digital Objects | |
| Copyright Declaration | Institution | Configuring Copyright Declarations | |
| Electronic Document Delivery Rules | Institution | Configuring Electronic Document Delivery Rules | |
| Copyright Publishers | Institution | Configuring Copyright Publishers | |
| Courses | Processing Departments | Institution | Configuring Processing Departments |
| Academic Departments | Institution | Configuring Academic Departments | |
| Additional Reading List Citation Statuses | Institution | Configuring Reading List Citation Statuses | |
| Course Terms | Institution | Configuring Course Terms | |
| Citation Attribute Types | Institution | Configuring Citation Attribute Types | |
| Citation Attributes | Institution | Configuring Citation Attributes | |
| Citation Attributes to Citation Attribute Types | Institution | Mapping Citation Attributes to Citation Attributes Types | |
| Default Copyright Status | Institution | Configuring the Default Copyright Status of Reading List Citations | |
| Locate Citation by Fields | Institution | Configuring Citation Matching Criteria | |
| Tags Tag Mapping (appears after defining at least one tag) | Institution | Configuring Citation Tags | |
| Resource Sharing | Workflow Profiles | Institution | Configuring Workflow Profiles |
| Copyright | Institution | Configuring a Copyright Statement | |
| Rota Assignment Rules | Institution/Library | Configuring Rota Assignment Rules | |
| Locate Profiles | Institution | Configuring Locate Profiles | |
| Shipping Cost Lender Rules | Institution | Configuring Shipping Cost Lender Rules | |
| Shipping Cost Borrower Rules | Institution | Configuring Shipping Cost Borrower Rules | |
| Sending Borrowing Request Rules | Institution/Library | Configuring Sending Borrowing Request Rules | |
| Patron Query Templates | Institution | Configuring Patron Query Templates | |
| Additional Requested Media | Institution | Configuring Additional Requested Media | |
| Requested Media Definition | Institution | Configuring Requested Media Definitions | |
| Levels of Service | Institution | Configuring Levels of Service | |
| Library Mapping | Institution | Mapping Alma Library Codes to External Library Codes for Libris ILL | |
| Brief Audit Fields | Institution | Configuring Brief Audit Fields | |
| Resource Languages | Institution | Configuring Resource Languages | |
| Item Policy Exceptions | Institution | Configuring Item Policy Exceptions | |
| Request Form Type by Genre | Institution | Configuring Primo Request Form Type by Genre | |
| Copyright Status | Institution | Configuring Copyright Statuses | |
| Discovery Interface Display Logic | Display Logic Rules | Institution | Configuring Display Logic Rules |
| Labels | Institution | Configuring Labels | |
| Related Records | Institution | Configuring Related Records for Electronic Services | |
| Direct Linking | Institution | Configuring Direct Linking | |
| General Electronic Services | Institution | Configuring General Electronic Services | |
| Online Services Order | Institution | Configuring Online Services Order | |
| General Electronic Services Order | Institution | Configuring General Electronic Services Order | |
| Locations Ordering Profile | Institution | Configuring Locations Ordering Profiles | |
| Other Settings | Institution | Configuring Other Settings | |
| Primo View to Libraries | Institution | Mapping Primo View to Libraries | |
| Hold Request Form Customization Booking Request Form Customization Digitization Request Form Customization | Institution | Customizing Primo Request Forms | |
| Resource Sharing Form Customization | Institution | Customizing Primo Resource Sharing Forms | |
| General | Fulfillment Jobs Configuration | Institution | Configuring Fulfillment Jobs |
| Other Settings | Institution | Configuring Other Settings | |
| Printers | Institution/Library | Configuring Printers | |
| Article Form Mandatory Fields Book Form Mandatory Fields | Institution | Configuring Article and Book Form Mandatory Fields | |
| Primo Fines & Fees Currency Symbols | Institution | Configuring Primo Fines & Fees Currency Symbols |