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• Late April: 4/23/26
• Late April to Early June: 4/23 to 6/5/26
• Mid-June to Mid-July: 6/12 to 7/6/26
• July
• August
• September

Late April: 4/23/26

Alliance Resource Sharing & Fulfillment Program Manager creates a Problem List at the consortial level.

• The Problem List is shared with all members for cleanup ahead of creating their own lists. Items will be flagged as ineligible for AAR based on the following lending request statuses in the AAR – Lending List Analytics report:
  • Returned by Partner (and returned more than a month previous)
  • Shipped Physically
• Members search for problem items, and work with one another to clear up problems.
• Items that remain in Returned by Partner and Shipped Physically after the June deadline, will not be included in AAR.

Late April to Early June: 4/23 to 6/5/26

After working on the Alliance-wide Problem List, members prepare local Lending and Borrowing lists, search for items, and continue to work with one another to resolve issues.

• Members create lists of their missing and damaged items for both lending and borrowing

The reporting period is April through March: The dates for inclusion in the 2026 AAR will be 4-1-2025 through 3-31-2026.

• Members run these two reports locally, checking the Due Date range in the filters:
  • Shared Folders > Community > Reports > Consortia > Orbis Cascade Alliance > Circulation & Resource Sharing > AAR Reports > AAR – lending list
  • Shared Folders > Community > Reports > Consortia > Orbis Cascade Alliance > Circulation & Resource Sharing > AAR Reports >AAR – borrowing list
• Members search their library/libraries for items on both lists.
• Members review and update their lists in Alma, checking in found items from lending, and returning borrowed items.
• Note: Requests shipped with multiple barcodes will be included directly in the Lending Lists this year. They will be easily identifiable as the barcode is null. It is anticipated that the majority of these will be legitimate multi-part requests and details of the transactions can be viewed in the request history. Items returned vs. items still in transit or still on loan can be viewed in the request’s item tab. Member libraries can also identify multiple barcode issues by running the following report:
  • Shared Folders > Community > Reports > Consortia > Orbis Cascade Alliance > Circulation & Resource Sharing > AAR Reports >Multiple Barcodes
• ExPak courier claims should be filed on items lost in Shipped Physically or Returned by Partner that have not been found at lending or borrowing libraries.
• Members should also report any irreparably damaged items to the RSF PM for addition to the master list.
• Once damaged items are submitted, any items remaining in AAR ineligible statuses will not be added to the Master List. No exceptions!
• Final updates in Alma (corrected statuses for borrowing/lending transactions) must be completed by early June. For 2026, this is Friday, June 5.

Mid-June to Mid-July: 6/12 to 7/6/26

The Resource Sharing Program Manager will send out the first draft of the Master List, with additions of damaged materials. For 2026, the release date is Friday, June 12.

• Members review against their local lists and look for any discrepancies. Members search for any remaining problem items, and work with one another to resolve them.
• Members report any remaining proposed additions to the master list to the RSF PM. The deadline for 2026 is Monday, July 6.

July

The Resource Sharing and Fulfillment Program Manager sends out the final master list for billing. For 2026, the release date is Wednesday, July 15.

• All libraries have a week to review the final list. NO CHANGES AFTER JULY 22. The Final Master List with balance sheet will be released July 24, 2026.

August

The Alliance prepares an emailed invoice for each institution owing money to other institutions (“net owe”).

Libraries owed replacement fees (“net due”) submit invoices to the Alliance for payment. Deadline for invoice submission is August 14, 2026

Borrowing libraries update patron records August 3-14, 2026.

Lending libraries update item records August 21-31, 2026.

September

Orbis Cascade Alliance Accounting collects payment from all libraries that owe replacement fees and distributes replacement fees to libraries owed fees by check. Payments are usually distributed by the end of September.