Alma Fulfillment Operations Group

Background

Staff from the libraries of the University of Minnesota have actively collaborated since merging library systems in 2003. The recent implementation of Alma further necessitates the need for coordination of activities related to policy, documentation, communication, and training in fulfillment functions across units and campuses.

Purpose

The purpose of the Alma Fulfillment Group is:

  • to ensure consistent development of Alma policies and procedures as they relate to fulfillment activities,
  • to communicate these policies and procedures to staff responsible for fulfillment activities across the system, and
  • to leverage the capabilities of Alma to enhance the user experience.

Scope

The Fulfillment Group will work to improve day-to-day fulfillment operations and user experience by serving as a conduit for information, development, implementation, and communication of fulfillment policies/procedures.

In consultation with Alma governance and other stakeholders from the libraries of the University of Minnesota system and with approval from appropriate Cabinet members when necessary, the Fulfillment Group will:  
  • Develop and recommend system-wide fulfillment policies and procedures as related to circulation, fines, booking, and reserve services. 
  • Establish best practices and local standards for fulfillment services. Work toward standardization and consistency across campuses wherever possible.
  • Evaluate fulfillment workflows and, where indicated, pursue their redesign in pursuit of system-wide consistency and improved service to users.
  • Develop and disseminate training materials as needed.
  • Assist in testing Alma’s new releases and features.
  • Recommend enhancements to Alma governance group.
  • Prepare system-wide fulfillment reports and analysis as needed.
  • Share and communicate information, ideas, and new developments with fulfillment staff. Communicate impact of Alma releases as they relate to fulfillment workflows.
  • Collaborate with other system-wide groups (e.g. Primo Bridging Group) to optimize fulfillment services in the discovery environment.

Current Members

  • Open - AIS Director, Co-chair, UMTC Representative
  • Mark Engelmann, Co--Chair, UMTC Representative
  • Katie Baratto, Law Library Representative
  • Rachael Clark, UMTC Representative
  • Julie Dinger, UMTC Representative
  • Ashley Helgeson, UMC Representative
  • Wendy Kieser, UMTC Representative
  • Tess Linval, UMD Representative
  • Chris Rose, LES Representative
  • Angela Vetsch, UMM Representative
  • Michael Vieaux, UMTC Representative
  • Melissa Eighmy Brown, UMTC-ILL Ex Officio Member
  • Michelle Penna, Minitex, Ex-Officio Member
  • Jackie Gulbranson, Off Site Collections Facility, Ex-Officio Member