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Day 3: Thursday, March 2, 2023

Session 9: Fulfillment Overview (Circulation Staff), 9:30am – 11:30am

Agenda

Introduction – Fulfillment and Patron Services

  • Inventory model, searching

  • User roles and tasks

  • Infrastructure: libraries, locations, circulation desks

  • 10 minute break

  • Fulfillment policies

  • Lost item profiles and notifications

  • Blocks and overrides

  • Patron limits; loan limits

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Session 10: Patron Services – User Management (User Administrators), 12:45pm – 2:45pm

Agenda

User management and notices

  • User records: structure, ownership, synchronization

  • SIS integration

  • 10 minute break

  • Registering new users

  • Customizing and testing notices

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Session 11: Patron Services (Circulation Staff), 3:00pm – 3:45pm

Agenda

Patron services

  • Loans and returns

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Day 4: Friday, March 3, 2023

Session 12: Patron Services Continued (Circulation Staff), 9:30am – 11:30am

Agenda

Patron services Continued

  • Fines and fees

  • Overriding blocks

  • Placing and Managing Requests

  • Placing and managing requests

  • Monitoring requests and work orders; hold shelf maintenance

  • Other request types: resource sharing

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Session 13: Course Reserves & Bookings (Circulation and Course Reserves Staff), 12:45pm – 1:45pm

Agenda

Course reserves

  • Courses and reading list

  • Scan-in reserve management

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Session 13: Course Reserves & Bookings (Circulation and Course Reserves Staff), 12:45pm – 1:45pm

Agenda

Course reserves

  • Courses and reading list

  • Scan-in reserve management

Meeting Access

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Agenda

Alma Analytics

  • Widgets & Dashboards

  • Folders

  • Existing reports

  • New analysis

  • Benchmark Analytics

  • Subscribing to Analytics

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Session 14: Analytics – 1.5 hours, 2:00pm – 3:30pm

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Session 14: Analytics – 1.5 hours, 2:00pm – 3:30pm

Agenda

Alma Analytics

  • Widgets & Dashboards

  • Folders

  • Existing reports

  • New analysis

  • Benchmark Analytics

  • Subscribing to Analytics

Meeting Access

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Workshop FAQ & Registration Info

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