Fulfillment
- The Fulfillment Essentials page is dedicated to documentation, videos, and resources created or identified by the Fulfillment Standing Group. Here you will find materials on Bookings, Controlled Digital Lending, Course Reserves, Letters, Terms of Use and Alma Configurations. The page is updated with new content quarterly so check in regularly!
- Summit and Fulfillment Contacts
- From Ex Libris:
- Ex Libris Alma Release Calendar
- ExLibris Fulfillment Libguides – including circulation, resource sharing, and course reserves resources
Resource Sharing
Summit Procedures and Policies
- Summit Policies – a general overview of what we do and what we expect from members.
- Away from your Library – Visiting Patron
- Fines, Fees, and Reimbursements
- Replacement Copies
- Damaged items
- Member Library Summit Circulation Policies (annually updated document detailing what each institution loans)
- Summit Documentation – A full, categorized stash of documentation, best practices, and examples for Summit resource sharing practitioners.
- Current Summit Rota (updated January 2026)
- Summit and Fulfillment Contacts
- Annual Account Reconciliation
Summit Flags and Labels
- Damage Flag (PDF) – Print and return inside damaged materials
- Green Flag (PDF) – Print and return inside materials returned at different library. Used for all courtesy returns.
- Book Labels (Google Drive Folder, Updated August 2025)
- Barcode prefixes for each Alliance institutions
Summit Statistics
Note: Annual statistics for borrowing and lending count those requests created between January 1 and December 31 of the report year.
- Summit requestable item count (Spreadsheet) Total Alliance-wide, non-deduplicated, by institution. These statistics are gathered using this method: Getting a count of Summit-requestable materials at your institution and updated annually in September
- Summit Borrowing and Lending Year Over Year [updated monthly]
- Summit Borrowing with Renewals [updated bi-annually]
- Fill Rate and Turn Around Time – this report measures number of requests filled, and time from request to shipped-status to arrival at the borrowing library. [updated annually in January].
- Older reports for contrast – Historical statistics – Jasper (2009-2014) (Drive folder)
Courier Service
Resources, reporting forms, and documentation
Summit & Fulfillment Day Events
These links contain videos and slide decks from member presentations across the years. Please note that policy and procedural information may have changed and these presentations are not updated to reflect current systems or expectations.
- Summit & Fulfillment Day 2016 – Presentations
- Summit & Fulfillment Day 2017 – Presentations
- Summit & Fulfillment Day 2018 – Presentations
- Summit & Fulfillment Days 2020 – Presentations
- Summit & Fulfillment Days 2024 – Regional Meetings
Other Interlibrary Loan Integrations
General
- Alliance Interlibrary Loan Contacts and Integrations
- Turning off Ignore Lender Due Date (Document 2023) – Lori Hilterbrand, Orbis Cascade Alliance
- General Electronic Services & Display Logic Rules (Video Webinar 01-22-2016) Documentation (PDF)
Clio
- Clio, Alma, and Lender of Last Resort, Camila Gabaldon (WOU) 2024 (Video) – Slides
- Clio and Alma: Together at Last (Vendor Website)
ILLiad
- ILLiad as Lender of… LAST RESORT!, Blake Galbreath (WSU) 2024 (Video) – Slides
- How do I configure ILLiad and Alma integration? – SUNY Training Webpage
- ILLiad as Supplier of Last Resort (Alma configuration) (PDF)
- Alma / ILLiad NCIP Integrations (PDF) – Nathan Mealey, Portland State University (January 2016)
OCLC – Tipasa and WorldShare
- Tipasa Integration Presentation, Michele DeSilva (COCC) 2024 (Video) – Slides, Document
- WorldShare Integration Presentation, Drew Jackson (PCC) 2024 (Video) – Slides
- Tipasa Release Notes from OCLC (Vendor Website)
- Tipasa Patron Data Files (Vendor Website)
- Tipasa Integration Resources (Docs)
- Tipasa Presentation, 2018 Summit & Fulfillment Day (PPT) – Stefanie Gorzelsky and Sagan Wallace
- Alma GES for Tipasa (DOCX) – Doris Munson, Eastern Washington University
- Understanding your OCLC Resource Sharing Service – Video webinar for Alliance members, April 2021
RapidILL
- RapidILL Members Panel – (Video) – Adebola Fabiku UW, Erin Bledsoe CWU, Kate Smith UO, Meghan Williams WWU, Patty Vanier GFU
- RapidILL brochure (PDF) for Alliance Members
Rapido
- Rapido Panel (Video) presented by members from CWU, PCC, PSU, and SOU, November 2024
- Rapido Video Demo from OHSU (Video) September 2022, Paul Gardner –
- Rapido Webinar (Video) for Alliance Members, October 2021
- Rapido Monthly Release Webinars (Vendor Website) – Recordings of previous releases, registration links for upcoming releases
Archived Teams, Groups, and Projects
This is where you’ll find links to all of the older groups and projects that RSF has engaged in. Please be aware that some of the materials included in this section are obsolete or no longer accurate. Access to these documents is meant to be used a historical look at where we’ve been and what we’ve done over past years. If you have questions about or issues with this older content, please let the RSF Program Manager know.
