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 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.
- 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): APBs, 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
- Centralized support for recurring calendar links – contact Elizabeth Duell
- 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.
- If the question or idea is intriguing, helpful or otherwise endearing, the RSF groups will add it to the call agenda and give it some discussion, or email about it on the RSF Discussion list.
Summit
- Summit and Fulfillment contacts for member libraries
- Receive item request, what are my next steps? Alma Statuses Borrowing Requests (Google Doc)
- Where to find summit requests in Alma: The Tasks List (Google Doc)
- 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 (for libraries with multiple resource sharing locations) (Google Doc)
- 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
- What items go in which bags? Courier Bags
- Bagging physical items Video Overview 2024 (2:45, Google Video)
- What needs to be ready when the courier arrives for pickup?
- 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)
- Requesting courier supplies (bags, AV boxes, bins)
- 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 (ExLibris)
- 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 Analytics FAQ
- Creating new accounts – bulk user load (Google Doc)
Course Reserves
(coming soon)
