Alma Primo VE Training

• Fulfillment Overview (2 min.)
• Loans (4 min. + exercise)
• Requests (3 min. + exercise)
• Patron Services Overview (3 min.)
• Patron Loans and Proxy Loans (3 min.)
• Loan Material Records (5 min.)
• Renewals (2 min.)
• Returns (2 min.)
• Notes and Blocks (2 min.)
• Creating Physical Item Requests (4 min.)
• Filling and Monitoring Physical Item Requests (2 min.)
• Hold Shelf (3 min.)
• Move Requests (3 min.)
• Move Request Management (3 min.)

Sets and Manual Jobs: 

• Creating Batches of Records in Alma (Sets) (8 min.)
• Applying Changes to Batches of Records in Alma (Jobs) (6 min.) 
• Fulfillment Sets and Jobs (2 min.)

 

• Course Reserves
  • Creating Course Reserves (4 min.)
  • Populating Reading Lists (5 min.)
  • Viewing Reading Lists (2 min.

• Fulfillment Organizational Structure (6 min.)
• Circulation Desks (5 min.)
• Printing (3 min.)
• Fulfillment Units (5 min.)
• Letters Configuration (6 min.)

Exercises

• Fulfillment Day-to-Day Operations Exercises (Everyone)
• Fulfillment: Administration Exercises (Admins)

Document Readings

• Alma User Interface 
• Creating items on the fly
• Ad hoc item creation