The resources below support common ways that library workers across the Alliance perform tasks related to the Resource Sharing & Fulfillment (RSF) program. Functional work areas include Summit, interlibrary loan, courier service, circulation, and course reserves.

General

• RSF Community Calls
  • Join these monthly calls on Zoom for demonstrations, discussions, and updates from RSF groups.
  • Agendas are disseminated via the RSF Discussion email list.
  • Login information is added to the agenda the week of the call.
  • If you miss the login information, contact Lori Hilterbrand, Program Manager for Resource Sharing & Fulfillment.
• RSF email lists – contact Elizabeth Duell to be added to any list
  • RSF Discussion (rsf-discussion): community building, questions specific to RSF, troubleshooting
  • Courier (courier): APBs, courier supplies requests, statistical reports, and general courier questions
  • Rapido Group (rapidogroup): updates, alerts and community building, questions specific to Rapido, and troubleshooting
  • Summit RS Contacts (summit-rs-contacts): Summit processors, questions specific to Summit
• Centralized support for recurring calendar links – contact Elizabeth Duell
• Anonymous Ask Form
  • Use this form to ask a question or share an issue you’d like some help with but are not yet fully comfortable putting it out in front of the community.
  • Please don’t expect individual replies as the form is completely anonymous.
  • If the question or idea is intriguing, helpful or otherwise endearing, the RSF groups will add it to the call agenda and give it some discussion, or email about it on the RSF Discussion list.

Summit

• Summit and Fulfillment contacts for member libraries
• Receive item request, what are my next steps? Alma Statuses Borrowing Requests
  • Where to find summit requests in Alma The task list
  • Shipping items
  • Canceling a request
• Returning Borrowed Items
• Creating a manual Summit request
• A Summit item arrives for a patron
  • Receiving Summit Items
  • Summit quick sheet for processing
  • Damaged items
• Renewal requests
• AAR (Annual Account Reconciliation)
• Configuration
  • Customizing borrowing request statuses
  • Hiding the Summit requesting link
  • Limiting the number of Summit requests
  • Patron accounts (for libraries with multiple resource sharing locations)
  • Local Alma configuration for renewals
• Troubleshooting
  • Search for borrowing requests
  • Stuck in “ready to be sent”
  • Troubleshooting errors using request history
• Using notes: why and how
• Summit Visiting Patrons – Away from the Library

Interlibrary Loan

• ILL configuration
• Who uses which ILL platform?
• Shipping ILLs via courier 

Courier Service

• What items go in which bags? Courier Bags
• Bagging physical items Video Overview 2024
• What needs to be ready when the courier arrives for pickup?
• Logging into Expak, creating labels
  • Dropsite Names, Codes, and Days of Service
  • Video overview
• Requesting courier supplies (bags, AV boxes, bins)
• Pickup/delivery schedule
• Missing/lost materials
• Tracking
• Problem reports
• Closures
• Running courier reports
• Lifecycle of a Shipment: Courier Shipping and Processing

Circulation

• Alma: Fulfillment (external link – ExLibris)
• Fulfillment configuration
• Overdue and lost items
  • Video
  • Presentation 
• Holds shelf management
• Analytics Analytics FAQ
• Creating new accounts – bulk user load

Course Reserves

(coming soon)