LibGuides: Circulation Work Group: Resources

Resources Created by Circulation Work Group

Resources for Understanding and Configuring Letters and Notices in Alma
A compilation of background, guidance, workshops, and how-to's from Ex Libris and Alma institutions and includes sample letters and templates from CCC institutions. (Mar 2021)
Copyright and Digitization Resources
Links to articles, presentations, statements and documentation on copyright and digitization issues for libraries compiled by Rebecca Mendell. (Dec 2020)

Fulfillment Resources

Letter Configuration in Alma [YouTube]
New User Interface for Customizing Letters in Alma as part of the Ex Libris Knowledge Acceleration Program (Aug 2023)
Letter Configuration in Alma [PowerPoint]
New User Interface for Customizing Letters in Alma as part of the Ex Libris Knowledge Acceleration Program (Aug 2023)
Alma Fulfillment Configuration Part I
Part of the Ex Libris Knowledge Acceleration Program (Feb 2023)
Update Physical Items in Bulk to Be In Process
Topic from the Alma May 2022 Release, Presented by ExLibrisLtd. (Apr 2022)
Patron Blocks in Alma - Library Assigned and Systems Assigned
Presented by Yoel Kortick. (Mar 2022)
Letter Configuration in Alma
Presented by Yoel Kortick. (Dec 2021)
Alma Insights: Models for Setting up Circulation Desks
Presented by Yoel Kortick. (Nov 2021)
Ex Libris Alma LibGuide: Fulfillment
Release notes, presentations, training, advanced tools and how-to's. (on-going)
Configuring Alma Letters
Presented by Chris Lee and Steven Espinoza for the ELUNA California User Group, this webinar covers the basic components used in letter configurations followed by walking through real-world examples of changes to letters requested by library faculty and staff at California State University San Marcos. (April 2021)
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Presentation slides: https://drive.google.com/file/d/1MppM_861dgjsdL03X8G-c_x3uP8kAQF2/view?usp=sharing
XSL Example Header: https://drive.google.com/file/d/1Ey6EmNI8zfXDiJGFuDVpvGZhSjbpPgvT/view?usp=sharing
XSL Example Footer: https://drive.google.com/file/d/17s2g39tJVQa88LC9Hmh9zNhX7htCefVb/view?usp=sharing
XSL Example Loan Receipt: https://drive.google.com/file/d/1x7K-OHmVS23pTCvWDI3asDiIZzvF9oHB/view?usp=sharing
Managing Fulfillment and Digitization Requests in Alma
A webinar presented by Barbara Rad-El, Ex Libris. (Nov 2020)
Ex Libris Knowledge Acceleration Program: Fulfillment Configuration (Part 1)
This part includes an overview of fulfillment activities and configuring physical locations, overdue and lost loan profiles, user block descriptions and definitions, fulfillment jobs and Alma letters. (Oct 2020)
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PowerPoint: https://www.3cmediasolutions.org/files?i=25741&key=95d1d03dff4f46bd25ebf6c23240560c0efa024b
FAQs: https://www.3cmediasolutions.org/files?i=25742&key=f5431faaa87a6b8a05abaf97f4d9b9cab0da10a1
Ex Libris Knowledge Acceleration Program: Fulfillment Configuration (Part 2)
This part includes using the Health Check Dashboard tool, making adjustments to fulfillment configurations and using the Fulfilment Configuration Utility. (Oct 2020)
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PowerPoint: https://www.3cmediasolutions.org/files?i=25743&key=c034b68d39b54dc9ecd8ed1b0d3d1b1eceb16543
FAQs: https://www.3cmediasolutions.org/files?i=25744&key=41ef530198b28665e3eae280d3844cbb897d3f60
Digitization Requests and Document Delivery: Workflow and Processing
Yoel Kortick, Senior Librarian at Ex Libris, gives an overview and live demo of Digitization Requests and Document Delivery, focusing primarily on the workflow and processing. (June 2020)
Digitization Requests and Document Delivery: Setup and Initial Workflow
Yoel Kortick, Senior Librarian at Ex Libris, gives an overview and live demo of Digitization Requests and Document Delivery, focusing primarily on setup. (May 2020)

Course Reserves Resources

NEW! Alma Instructor-Owned Copies in Course Reserves - Webinar Recording, Presentation Slides and Chat Transcript
Improving Course Reserves Management. Presented by Lori Lisoski (Skyline College) and Stephanie M. Roach (San Mateo County Community College District). (Dec 7, 2022 webinar)
NEW! Alma Instructor-Owned Copies in Course Reserves - Enable the Personal Copy Reserves Option
NEW! Alma Instructor-Owned Copies in Course Reserves - Workflow
NEW! Alma Instructor-Owned Copies in Course Reserves - Add New Copy
NEW! Alma Instructor-Owned Copies in Course Reserves - Create Fulfillment Unit
NEW! Alma Instructor-Owned Copies in Course Reserves - Copy of San Mateo County Community College District Document
Leganto - Reading List Management Best Practice
Overview of Leganto for Library Staff (2022)
Course Materials Made Simple with Leganto
Learn how to streamline your work with course materials in Leganto. Presented by Jessie Ransom from Ex Libris. (May 2021)
Enhancing Digital Access to Course and Library Materials
In this Choice-ACRL webinar gain insight into how the California State University San Marcos library is using Rapid ILL and Leganto to address users’ needs and increase faculty-library engagement on course reserves while improving organizational workflows. (April 2021)
Leganto: Create Course Reading Lists in Canvas
This article from the Council of Chief Librarians discusses how Leganto works in conjunction with Alma to allow instructors to create and maintain course resource reading lists within their learning management system, including Canvas. The SIPX portion of Leganto provides copyright clearance services and a pay-per-use option if needed. (Feb 2021)
Transforming Course Reserves to Improve Learning and Faculty Engagement
This Choice-ACRL webinar showed how Adelphi University Libraries leveraged their migration to Alma and Leganto, the COVID-19 shutdown and the resulting shift in library priorities, faculty needs and student expectations to reevaluate and change their role in supporting teaching and learning. (Feb 2021)

Links to other Alma Institutions

Fulfillment Topics

Alma Fulfillment from SUNY Libraries Consortium
A training resource, including vocabulary, fines and fees, user management, borrowing, printing, work orders, configuration and more
Alma Fulfillment FAQs from SUNY Libraries Consortium
Alma Overview from Reynolds Community College
Includes checking in and out, registering patrons, placing holds, creating and paying fines, in-house use and searching
Circulation Desk Quick Start Guide from Harvard University
This guide is designed as a launch point for common workflows related to Circulation tasks.
Fulfillment Essentials from Orbis Cascade Alliance
Includes rules, terms of use, letters and notifications, calendars, user management and more

Course Reserves Topics

Course Reserves Essentials from Orbis Cascade Alliance
Short video clips to show how to maneuver through creating courses, reading lists, and reserve materials in Alma.
Course Reserves FAQs from SUNY Libraries Consortium
Course Reserves, Step-by-Step from SUNY Libraries Consortium
How to create and manage courses and reading lists
Library Reserves/Leganto Quick Start Guide from Harvard University
Reserves Functional Area Documentation from Harvard University
Includes courses, reading lists, citations, workflow and digital reserves for Alma and Leganto