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
- Summit RS Documentation
- Current Summit Rota (updated June 2025)
- Summit Visiting Patrons: A Guide (PDF)
- Summit Request Statuses – Borrowing (GDoc)
- Summit Request Statuses – Lending (PDF)
- Workaround for requests stuck in Ready to be Sent, with a “Could not send” error
- 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
(annually updated Google Sheet)- Microforms: Who loans them, and who has readers/printers (no longer maintained)
- Green Flag (PDF)
- Damage Flag (PDF)
- Book Labels (Google Drive Folder, Updated August 2023)
- 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 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]
- 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 2018 – Presentations
- Summit & Fulfillment Days 2020 – Presentations
Interlibrary Loan Integrations
General
- Alliance Interlibrary Loan Contacts and Integrations
- Turning off Ignore Lender Due Date (GDoc) – Lori Hilterbrand, Orbis Cascade Alliance
Clio
- Clio, Alma, and Lender of Last Resort, Camila Gabaldon (WOU) 2024 – Slides, Video
- Clio and Alma: Together at Last (Vendor Website)
ILLiad
- ILLiad as Lender of… LAST RESORT!, Blake Galbreath (WSU) 2024 – Slides, Video
- 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 – Slides, Video, Document
- WorldShare Integration Presentation, Drew Jackson (PCC) 2024 – Slides, Video
- 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 – 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. September 2022, Paul Gardner – Captioned, Un-Captioned
- Rapido Webinar (Video) for Alliance Members, October 2021
- Rapido Monthly Release Webinars (Vendor Website) – Recordings of previous releases, registration links for upcoming releases
Courier
Resources, reporting forms, and documentation
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.
Alma Resource Sharing Customizations
- General Electronic Services & Display Logic Rules (Webinar 01-22-2016) Documentation (PDF), Recording (Video)
- Resource Sharing Locate – Moshe Shechter (August 2015) Documentation (PDF), Recording (Video)