Summit & Fulfillment Days 2026 will be held July 28 & 29, 2026. Recordings and other materials will be linked to this page after the event.
Register now!
Please register by the end of day Monday, July 27. Registrations that come after that time can not be guaranteed to be processed in time.
Presentations
July 28
10:00am – Welcome to Summit & Fulfillment Day
Presenters: Isaac Gilman (Orbis Cascade Alliance); Lori Hilterbrand (Orbis Cascade Alliance)
10:30am – Built on Demand: Leveraging ILL for a Popular Reading Collection
Presenter: Kristin Walker (University of Oregon)
In 2025, Resource Delivery (ILL) began managing purchasing for the Knight Library Popular Reading Collection, transforming borrowing data into a powerful acquisitions tool. When new and forthcoming titles repeatedly proved difficult to obtain through ILL, we pivoted to purchasing them instead—meeting demand more quickly and efficiently. We expanded participation by inviting library staff to recommend titles through a dedicated webform. The result: ILL now serves as the hub of a dynamic, patron-driven approach to building the collection.
11:00am – The Sandbox Demystified: Introducing the Sandbox Resource Sharing Testing Guidelines
Presenters: Alison Dillon (Oregon Health & Science University), Bota (University of Washington), Brendan Spah
(Western Washington University), & Lori Hilterbrand (Alliance)
Have you ever wanted to use an Alliance Alma Sandbox but weren’t sure how it all works? Members of SSG are here to help! We developed the Sandbox Resource Sharing Testing Guidelines document to serve as a primer for resource sharing testing in the Sandbox. This presentation will serve as an overview of the document, and we’ll explore topics such as general information regarding the Alliance’s Alma Sandboxes, testing etiquette, testing possibilities, and limitations of the Sandboxes. Come get demystified!
12noon – Lunch Break
1:00pm – XS-huh? Using AI to improve Alma letters when you don’t know your <p>s from your <br>s
Presenter: Paul Gardner (Oregon Health & Science University)
I used Copilot to help draft XSL for patron-facing Alma letters, with the goal of improving accessibility and clarity of communication. For years, I wasn’t sure what was technically possible, and I found it challenging to translate my ideas into actionable requests for our Systems Administrator. Copilot helped bridge that gap by offering a starting point and enabling an iterative workflow. While the process required refinement and didn’t always produce perfect results, it was largely positive and consistently an improvement over the existing letters. Over time, I developed a reusable prompt that yields more reliable outputs, helping me make some quick improvements to our most seen notifications. I’ll discuss the experience, share some example prompts, and highlight the highs and lows.
1:30pm – Let’s be independent together! Configuring one Resource Sharing System for two libraries
Presenters: Jenny Bornstein and Lara Elliott (Lewis & Clark)
How do two libraries who have historically operated individually with limited interactions suddenly come together to configure a new Resource Sharing System that works for all? Lewis & Clark’s two libraries, Watzek (undergraduate) and Boley (law) have always been, for the most part, independent. The libraries have their own staff, workflows, and policies, but share an ILS. In January 2026 Watzek Library announced their intention to migrate to a new Resource Sharing System, which would require extensive reconfiguration of the shared ILS. After Boley fast-tracked the decision to join the migration, the libraries had 12 weeks to complete configuration and go live. Due to the compressed timeline of the project, a small team of Watzek and Boley staff had to quickly establish the trust and flexibility necessary to serve wildly different patron populations from the same newly-configured ILS. In this live lightning session, the resource sharing leads from each library will discuss the finer points of collaborating on institution-level decisions while maintaining autonomy.
2:00pm – RSF Tips and Tricks: Sharing Our Favorite Tools, Features, and Life Hacks
Presenter: Roman Block (Oregon Health & Science University),
An open discussion highlighting tools, features, and life hacks useful for resource sharing and fulfillment work. The host will kick off the session with a short presentation and then open it up for discussion among attendees. If you have something you’d like to share, please come prepared!
July 29
10:00am – Striving for the Summit: TOU and FUR Clean-Up
Presenters: Christina Prucha, Sarah Boser, Stephanie Michel (University of Portland)
In this session, we will cover our approximately two year journey to simplify and clean up TOUs and Fulfillment Unit Rules (FUR) at the University of Portland. Inspired by the 2024 Summit & Fulfillment Days presentation “Summer Cleaning” by the Fulfillment Standing Group, a cross-departmental group of librarians and staff with unique perspectives and relationships with TOUs and FURs met monthly to identify and clean up duplicate, inefficient, outdated, and obsolete rules. We then accepted Lori Hilterbrand’s invitation to join Operation Clean Sweep for a two-day deep dive into our TOUs which led to even greater efficiencies. For this presentation, we plan to share our approach, what we learned along the way, what we would do differently, how our work prepared us for our visit with Lori, and the impact the experience has had on our systems and users.
11:00am – Everyday Rapido
Presenter: Erin Bos (Eastern Washington University)
Take a look at some of CWU’s resource sharing processes in Rapido and learn how sets and labels can help make sense of your borrowing and lending queues.
12noon – Lunch Break
1:00pm – Cabaret
Ring Leader: Nell Hartke (University of Washington)
2:00pm – The Myths, Legends and History of Orbis Cascade Alliance
Presenter: Elizabeth Duell (Orbis Cascade Alliance)
You may ask yourself, “How did they plan this?”
You may ask yourself, “How did the Alliance start with the courier?”
You may ask yourself, “How did we get the Shared ILS?”
You may ask yourself “Well, how did we get here?”
Let the myths, legends and history of Orbis Cascade Alliance go by.
Let the narrative hold you spellbound
Once in a lifetime, making history all around