The resources below support common ways that library workers across the Alliance perform tasks related to the Resource Sharing & Fulfillment (RSF) program. Includes Summit, interlibrary loan, courier, circulation, and course reserves.
General
- RSF email lists: contact Elizabeth Duell to be added to any list
- RSF Discussion (rsf-discussion): community building, questions specific to RSF, troubleshooting
- Courier (courier): courier supplies requests, statistical reports, and general courier questions
- Rapido Group (rapidogroup): updates, alerts and community building, questions specific to Rapido, and troubleshooting
- Summit RS Contacts (summit-rs-contacts): Summit processors, questions specific to Summit
- RSF Community Calls
- Join monthly calls on Zoom for demonstrations, discussions, and updates from RSF groups.
- Agendas and login information are disseminated via the RSF Discussion email list.
- If you miss the login information, contact Lori Hilterbrand, Program Manager for Resource Sharing & Fulfillment.
- Centralized support for recurring calendar links: contact Elizabeth Duell to be added to calendar entries
- Anonymous Ask Form
- Ask questions or share issues you’d like help with but are not yet fully comfortable putting out in front of the community.
- Please don’t expect individual replies as the form is completely anonymous.
- RSF groups will typically respond during the next community call, or they may reply via email to the RSF Discussion list.
Summit
- Summit and Fulfillment contacts for member libraries
- Alma Statuses – Borrowing Requests (Google Doc): the next steps after receiving an item request
- The Tasks List (Google Doc): locating Summit requests in Alma
- Shipping items (Google Doc)
- Canceling a request (Google Doc)
- Returning Borrowed Items (Google Doc)
- Creating a manual Summit request (Google Doc)
- A Summit item arrives for a patron
- Receiving Summit Items (Google Doc)
- Summit quick sheet for processing (Google Doc)
- Damaged items
- Renewal requests (Google Doc)
- Annual Account Reconciliation (AAR)
- Configuration
- Customizing borrowing request statuses (Google Doc)
- Hiding the Summit requesting link (Google Doc)
- Limiting the number of Summit requests (Google Doc)
- Adding Summit privileges to patron accounts (Google Doc) (for libraries with multiple resource sharing locations)
- Local Alma configuration for renewals (Google Doc)
- Troubleshooting
- Search for borrowing requests (Google Doc)
- Borrowing requests stuck in Ready to be Sent (Google Doc)
- Troubleshooting errors using request history (Google Doc)
- Using notes: why and how (Google Doc)
- Summit Visiting Patrons – Away from the Library
Interlibrary Loan
Courier Service
- Courier Bags: guidelines for placing items in the appropriate bags
- Bagging physical items (2024) (2:45, Google Video)
- Courier Procedures and Practices
- Shipping Procedures (What needs to be ready when the courier arrives for pickup?)
- Requesting Materials (How to request supplies, such as bags, AV boxes, and bins?)
- Logging into Expak, creating labels, see page 3 (Google Doc)
- Dropsite Names, Codes, and Days of Service (Google Sheet)
- Video overview (3:50, Google Video)
- Pickup/delivery schedule (Google Sheet)
- Missing/lost materials (Google Doc)
- Tracking (Google Doc)
- Problem reports (4:18, Google Video)
- Closures (1:21, Google Video)
- Running courier reports (Google Doc)
- Lifecycle of a Shipment: Courier Shipping and Processing (Google Slide)
Circulation
- Alma: Fulfillment
- Configuration Documentation for Loans and Requests
- Fulfillment configuration
- Overdue and Lost? Find Your Way in Alma
- Video (24:34, YouTube)
- Presentation (Google Slide)
- Holds shelf management
- Analytics FAQ
- Alma’s CSV User Load Tool (Google Doc) (creating new accounts in bulk)
Course Reserves
- Course Reserves
- Preliminary work on Controlled Digital Lending (CDL) for course reserves
- Course reserve contacts
- More resources will be coming soon!
- The Fulfillment Standing Group is focusing on course reserves for 2025-2026.
- We’ll update this section after they’ve completed their work.
