Configuring Fulfillment Activities – Overview

Menu of fulfillment configuration options.

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
• Copyright features

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. Note that some configuration changes in Fulfillment impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.

The following table lists the configuration options.

For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.

Configuration Options

Section	Configuration Item	Configuration Level	See
Library	Library Details	Library	Editing a Library and Configuring Parameters of a Resource Sharing Library
	Opening Hours	Institution/Library	Configuring Institution/Library Open Hours
	Relationships	Library	Configuring Fulfillment Services Between Libraries Within an Institution
	Transit Time	Institution	Configuring Transit Time Rules
	Reshelve Without Transit Rules	Institution	Configuring Reshelve Without Transit 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 User Blocks
	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
	Loan Status Name	Institution	Configuring Loan Status Names
	Request Task Name	Institution	Configuring Request Task Names
	Request Pickup Configuration	Institution	Configuring Request Pickup Rules
	Self Check Messages	Institution	Configuring Self Check Messages
	Loan Anonymization Rules	Institution	Configuring Anonymization
	Request Priorities	Institution	Configuring Request Type Priorities
	Scan In Messages Configuration	Institution	Configuring Scan In Messages
Patron Configurations	Patron Groups	Institution	Configuring Patron (User) Groups
	Patron Limits	Institution	Configuring Patron Limits
	Patron User Authentication	Institution	Configuring Patron User Authentication
	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
	Electronic Document Delivery Rules	Institution	Configuring Electronic Document Delivery Rules
	Delivery Profile Metadata	Institution	Configuring Delivery Profiles Metadata
	Viewer Labels	Institution	Configuring Viewer Labels
	Viewer Share Buttons	Institution	Configuring Viewer Share Buttons
Courses	Processing Departments	Institution	Configuring Processing Departments
	Academic Departments	Institution	Configuring Academic Departments
	Additional Reading List Citation Statuses	Institution	Configuring Additional Reading List Citation Statuses
	Citation Processing Rules	Institution	Configuring Automatic Purchasing Requests from Citations
	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
	Locate Citation by Fields	Institution	Configuring Citation Matching Criteria
	Tags Tag Mapping (appears after defining at least one tag)	Institution	Configuring Citation Tags
	List Subjects Additional List Subjects	Institution	Configuring List Subjects
	Citation Material Type	Institution	Configuring Citation Material Types
	Reading List Statuses Additional Reading List Statuses	Institution	Configuring Reading List Statuses
	Notification Types	Institution	Translating Notifications
	Test BIB to Citation Normalization	Institution	Mapping Bibliographic Record Fields to Citation Fields
	Bibliographic Mapping Rules	Institution	Mapping Bibliographic Record Fields to Citation Fields
Resource Sharing	Workflow Profiles	Institution	Configuring Workflow Profiles
	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
	Borrowing Requests Inactive Filters	Institution	Configuring Borrowing Requests Inactive Filters
	Borrowing Request Statuses	Institution	Configuring Borrowing Request Statuses
	Automatic Locate Reject Reasons	Institution	Configuring Request Reject Reasons
	Automatic Renew Reject Reasons	Institution	Configuring Request Reject Reasons
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
	Viewer Services	Institution	Configuring Digital File Viewer 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 Purchase Request Form Customization	Institution	Customizing Primo Request Forms
	Resource Sharing Form Customization	Institution	Customizing Primo Resource Sharing Forms
	Holdings Display Labels	Institution	Configuring Holdings Display Labels
	Holdings Display Customization	Institution	Configuring Primo Holdings Display
	Currency Symbols	Institution	Configuring Primo Fines & Fees Currency Symbols
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
Leganto	(Leganto customers only) See Leganto Configuration Links.
Copyright Management	Digitization and Copyright Rules	Institution	Configuring Digitization and Copyright Rules
	Access Rights	Institution	Configuring Access Rights for Digital Objects
	Copyright Declaration	Institution	Configuring Digital Resource Copyright Declarations
	Resource Sharing Copyright Declaration	Institution	Configuring a Resource Sharing Copyright Declaration
	Copyright Publishers	Institution	Configuring Copyright Publishers
	Citation Default Copyright Status	Institution	Configuring the Default Copyright Status of Reading List Citations
	Resource Sharing Copyright Status Appears if rs_borrower_copyright_management is set to true(see Configuring Other Settings).	Institution	Configuring Resource Sharing Copyright Statuses
	Leganto Copyright Settings Appears for Leganto customers, only.	Institution	Configuring Leganto Copyright-Related Procedures
	PPU Non-Funded Agreement Appears for Leganto customers, and only when enabled by Ex Libris.	Institution	Enabling Integration with the CCC

Page tags: article:topicConfiguring Fulfillmentproduct:almacontent:Documentationlang:english