Release Calendar

• Ex Libris Alma Release Calendar
• Ex Libris Primo Release Calendar
• Alma and Primo Calendar (contains dates for both Alma and Primo)

New From Ex Libris!

ExLibris Fulfillment Libguides – including circulation, resource sharing, and course reserves resources

Fulfillment

• Fulfillment Essentials
• Summit and Fulfillment Contacts
• Changing a library name in Alma (and Primo) (PDF) – Mary Galvin, UO

Resource Sharing

Summit Procedures

• Summit RS Documentation
• Summit Visiting Patrons: A Guide (PDF)
• Summit Request Statuses – Borrowing (PDF)
• Summit Request Statuses – Lending (PDF)
• Workaround for requests stuck in Ready to be Sent, with a “Could not send” error
• WORKAROUND – for requests created after 11/5/2017: Cleaning up lending requests with multiple barcodes

Summit Policies

• Summit Policies
• Summit and Fulfillment Contacts
• Away from your Library – Visiting Patron
• Fines, Fees, and Reimbursements
• Replacement Copies
• Damaged items
• Annual Account Reconciliation
• Member Library Summit Circulation Policies
  (continuously updated Google Sheet)
  • Microforms: Who loans them, and who has readers/printers
• Green Flag (PDF)
• Damage Flag (PDF)
• Book Labels (Google Drive Folder, Updated February 2021)
• 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 (non-deduplicated):
  Total Alliance-wide, by institution (reported using this method: Getting a count of Summit-requestable materials at your institution) [updated 9/21/2021]
• Summit Borrowing and Lending Year Over Year [updated 9/9/2021]
• Alliance-wide Summit Borrowing – 2017
• Alliance-wide Summit Lending – 2017
• Alliance-wide Summit Borrowing – 2016
• Alliance-wide Summit Lending – 2016
• Historical statistics – Jasper (2009-2014)

Summit & Fulfillment Day

• Summit & Fulfillment Day 2016 – Presentations
• Summit & Fulfillment Day 2017 – Presentations
• Summit & Fulfillment Day 2017 – Your Feedback
• Summit & Fulfillment Day 2018 – Presentations
• Summit & Fulfillment Day 2018 – Your Feedback
• Summit & Fulfillment Days 2020 – Presentations

ILL

• Alma GES for Tipasa (DOCX) – Doris Munson, Eastern Washington University
• 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
• Understanding your OCLC Resource Sharing Service – webinar for Alliance members April 2021

Courier

Resources, reporting forms, and documentation

Alma Resource Sharing Customizations

• Customizing Letters in Alma (PDF)
• Adding Conditional Footers (PDF)
• ILLiad as Supplier of Last Resort (Alma configuration) (PDF)
• General Electronic Services & Display Logic Rules (Webinar 01-22-2016)
  • Documentation (PDF)
  • Recording (Video)
• Workaround to Hide Summit 3 Resource Sharing Link (PDF) – Rosalie Carlson, Reed College
• Alma / ILLiad NCIP Integrations (PDF) – Nathan Mealey, Portland State University (January 2016)
• Resource Sharing Locate (Video) – Moshe Shechter (August 2015)
• Resource Sharing Locate (PDF)