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Fulfillment Presentations

Recent developments

• Automatic Due Date Adjustment for Early Patron Expiry.pptx (May 2026) (Idea Exchange and CERV Enhancement (ID#6737))
• Prevent Requests for Blocked Loans.pptx (May 2026) (Idea Exchange and CERV Enhancement (ID#36426))
• Pop-Up Notification for Hold Shelf Items.pptx (Feb. 2026) (CERV Enhancement (ID# 247150))
• Override Hold Policies.pptx (Feb. 2026) (Idea Exchange)
• Library Controlled Additional ID for Hold Requests.pptx (Aug. 2025) (CERV Enhancement (ID# 8777))
• Patron Last Activity Date Updated at Login.pptx (Aug. 2025)

Physical Fulfillment Configuration

• An example of setup and demo for Automated Fulfillment Network (AFN) in a network zone consortia.pptx
• Automated Fulfillment Network in a Network Zone Consortia June 5 2024.pptx
• Configuring and Using Loan Recall Requests.pptx
• Defining Library Open Hours on the Library Level Calendar.docx
• How to allow physical item requests only for items on shelf.pptx
• How to cause returned items to remain in quarantine for a specified time period before returning to permanent location.pptx
• How to use the job Loans - Due Date Correction after Calendar Change.pptx
• How to close the library for a specified or non-specified period of time using the Alma Calendar Management.pptx
• How to create a situation in which one item will have a different fulfillment policy for different time periods.docx
• How to define a fulfillment unit rule for a fixed date (end of semester).pptx
• How to define a fulfillment unit rule for a specific time period loan with an overdue fine.pptx
• How to delete physical item requests in batch.pptx
• How to globally change lending loan due dates to a future dates.pptx
• How to make items be non-circulating (not for loan).pptx
• How to make the request option in Primo include only Pickup Location Home Delivery and not a real library.pptx
• How to temporarily change all items of a library or institution to be not for loan and not requestable.pptx
• How to temporarily deactivate certain pickup locations for hold requests.pptx
• How to use the Reshelving Period to indicate an awaiting reshelving period to the end user.pptx
• Limiting Access to User Information.pptx
• Models for Setting up Circulation Desks.pptx
• New Resource Sharing workflows in Alma (Resource Sharing Document Delivery - connecting the dots).pptx
• Patron Blocks - Librarian assigned and system assigned.pptx
• Physical Fulfillment Fundamentals for Loans and Requests.pptx
• Physical Fulfillment Personal Delivery Pickup Locations (Moshe Shechter).pptx
• Reloan limit.pptx
• Understanding Request Pickup Locations and Library Relations.pptx
• Upload Excel for library opening hours.pptx
• Viewing historical requests.pptx

Miscellaneous

• The Manage Patron Services Page Circulation Desk.pptx
• Course Reserves.pptx
• Reading Room Functionality.pptx
• Remote Storage.pptx
• Library Independence Regarding User and Fulfillment Activities.pptx
• How to make the Primary Identifier appear together with the user First Name and Last Name.docx
• Transit for Reshelving Rules and no transit.pptx
• Digitization Requests Flow.pptx

Users

• How to create users with only a Primary Identifier.pptx
• How to globally update the expiration date for a set of users.pptx
• How to globally update the status of inactive users to active.pptx
• Limiting Search and View of Users by Library.pptx
• Managing Users in Alma.pptx
• Restricted Users for Editing by User Group or Role.pptx
• How to set up and use an integration profile of type Users.pptx
• How to configure the display of user pictures on the User Details and Patrons Services page in Alma.pptx
• How to make user pictures appear in Alma when using Chrome.docx