Space Details:

Key	ULMSA
Name	ULMS Fulfillment
Description
Created by	557058:777e73e9-35d4-4b0d-98b4-0e0f3901497a (Sep 09, 2015)

Available Pages:

ULMS Fulfillment Functional Committee
- Committee Information
  - Past membership
  - Listserv Information
- Meetings
  - 2024/2025 Meeting Notes
    - 2024-09-24 Meeting notes
    - 2024-10-29 Meeting Notes
    - 2024-11-19 Meeting notes
  - 2022/2023 Meeting Notes
    - 2022-08-09 Meeting Notes
    - 2022-08-31 Meeting Notes
    - 2022-09-21 Meeting Notes
    - 2022-10-05 Meeting Notes
    - 2022-11-02 Meeting Notes
    - 2022-11-16 Meeting Notes
    - 2022-11-30 Meeting Notes
  - 2021/2022 Meeting Notes
    - 2021-08-10 Meeting notes
    - 2021-08-25 Meeting notes
    - 2021-09-08 Meeting notes
    - 2021-09-22 Meeting notes
    - 2021-10-06 Meeting notes
    - 2021-10-27 Meeting notes
    - 2021-11-03 Meeting notes
    - 2021-12-01 Meeting notes
    - 2021-12-08 Meeting notes
    - 2021-12-13 Alma/Primo VE Satisfaction Open Forum
    - 2022-01-05 Meeting Notes
    - 2022-01-20 Leganto Open Forum
    - 2022-01-26 Meeting Notes
    - 2022-02-09 Meeting Notes
    - 2022-03-09 Meeting Notes
    - 2022-04-13 Meeting Notes
    - 2022-05-11 Meeting Notes
  - 2020/2021 Meeting Notes
    - 2021-03-25 Fulfillment Open Forum
    - 2020-12-02 Meeting Notes
    - 2020-11-18 Meeting Notes
    - 2020-11-04 Meeting Notes
    - 2020-10-28 Meeting Notes
    - 2020-10-21 Meeting Notes
    - 2020-10-14 Meeting Notes
    - 2020-10-07 Meeting Notes
    - 2020-09-30 Meeting Notes
    - 2020-09-23 Meeting Notes
    - 2020-09-16 Meeting Notes
    - 2020-09-09 Meeting Notes
    - 2020-09-02 Meeting Notes
    - 2020-08-19 Meeting Notes
    - 2020-08-12 Meeting Notes
    - 2020-08-05 Meeting Notes
    - 2020-07-29 Meeting Notes
    - 2020-07-22 Meeting Notes
    - 2020-07-15 Meeting Notes
    - 2021-07-07 ReOpen Forum
    - 2021-01-05 Meeting Notes
    - 2021-01-26 Meeting Notes
    - 2021-02-02 Meeting Notes
    - 2021-02-09 Meeting Notes
    - 2021-02-16 Meeting Notes
    - 2021-02-23 Meeting Notes
    - 2021-03-02 Meeting Notes
    - 2021-03-16 Meeting Notes
    - 2021-03-23 Meeting Notes
    - 2021-04-06 Meeting Notes
    - 2021-04-13 Meeting Notes
    - 2021-04-20 Meeting Notes
    - 2021-05-04 Meeting Notes
    - 2021-05-11 Meeting Notes
    - 2021-05-18 Meeting Notes
    - 2021-06-01 Meeting Notes
    - 2021-06-08 Meeting Notes
    - 2021-06-15 & 2021-06-22 Meeting Notes
  - 2019/2020 Meeting Notes
    - 2020-03-05 Meeting notes
    - 2020-02-20 Meeting notes
    - 2020-02-13 Meeting notes
    - 2020-01-30 Meeting notes
    - 2020-01-23 Meeting notes
    - 2020-01-09 Meeting notes
    - 2019-12-5 Meeting notes
    - 2019-11-21 Meeting notes
    - 2019-10-24 Meeting notes
    - 2019-10-17 Meeting notes
    - 2019-10-10 Meeting notes
    - 2019-10-03 Meeting notes
    - 2019-09-19 Meeting Notes
    - 2019-09-12 Meeting Notes
    - 2019-09-5 Meeting Notes
    - 2019-08-29 Meeting Notes
    - 2019-08-15 Meeting Notes
    - 2019-07-25 Meeting Notes
    - 2019-07-11 Meeting Notes
    - 2019-07-02 Meeting Notes
  - 2018/2019 Meeting Notes
    - 2019-06-25 Meeting Notes
    - 2019-06-18 Meeting Notes
    - 2019-06-11 Meeting Notes
    - 2019-06-04 Meeting Notes
    - 2019-05-28 Meeting Notes
    - 2019-05-21 Meeting Notes
    - 2019-05-14 Meeting Notes
    - 2019-04-23 Meeting Notes
    - 2019-04-16 Meeting Notes
    - 2019-04-09 Meeting Notes
    - 2019-04-02 Meeting Notes
    - 2019-03-26 Meeting Notes
    - 2019-03-19 Meeting Notes
    - 2019-03-12 Meeting Notes
    - 2019-03-05 Meeting Notes
    - 2019-02-26 Open Forum
    - 2019-02-19 Meeting notes
    - 2019-02-12 Meeting notes
    - 2019-02-05 Meeting notes
    - 2019-01-29 Meeting notes
    - 2019-01-22 Meeting notes
    - 2019-01-15 Meeting notes
    - 2019-01-08 Meeting notes
    - 2018-12-11 Meeting notes
    - 2018-12-4 Meeting notes
    - 2018-11-27 Open Forum
    - 2018-11-20 Meeting notes
    - 2018-11-06 Meeting notes
    - 2018-10-30 Meeting notes
    - 2018-10-23 Meeting notes
    - 2018-10-16 Meeting notes
    - 2018-09-18 Meeting notes
    - 2018-09-11 Meeting notes
    - 2018-09-04 Meeting notes
    - 2018-08-28 Meeting notes
    - 2018-07-13 Meeting notes
    - 2019-05-07 Open Forum
    - 2018-09-25 Open forum
  - 2017/2018 Meeting Notes
    - 2017-09-20 Meeting notes
    - 2017-09-27 Open forum
    - 2017-10-04 Meeting notes
    - 2017-10-11 Meeting notes
    - 2017-10-24 Open forum
    - 2017-11-01 Meeting notes
    - 2017-11-08 Meeting notes
    - 2017-11-16 Meeting notes
    - 2017-11-29 Open forum
    - 2017-12-13 Meeting notes
    - 2018-01-10 Meeting notes
    - 2018-01-17 Meeting notes
    - 2018-01-24 Meeting notes
    - 2018-01-31 Open forum
    - 2018-02-13 Meeting notes
    - 2018-02-28 Meeting notes
    - 2018-03-07 Open forum
    - 2018-03-28 Meeting notes
    - 2018-04-11 Meeting notes
    - 2018-04-03 Overdue and Lost Loan Profile Office Hours
    - 2018-05-09 Meeting notes
    - 2018-05-23 Meeting notes
    - 2018-05-30 Open forum
    - 2018-06-13 Meeting notes
    - 2018-06-27 Open forum
  - Open Forums & Webinars
    - Fulfillment Troubleshooting 101 with Sarina and Mallory
- Functional Committee Documentation
  - Analtyics Documentation
    - Best Practices for Analytics Shared Reports
    - How To Find the CalState Fulfillment Folder in Analytics
  - Archive
    - Goals
    - Migration and Implementation
      - Access Services Status Reports
      - File lists
        
        Access Services Survey (Updated 11/20/15)
        
        CRSP - Resource Sharing
        
        CSU Wide Agreement on Borrowing
        
        Northern California Access Services Meeting 7/28/2016
        
        Presentations
      - INN-Reach Subcommittee
        
        INN-Reach Subcommittee Meeting Agendas and Notes
        
        2016-09-08 Meeting Agenda and Notes (INN-Reach SC)
      - Meeting notes
        
        2015-09-16 Meeting notes
        
        2015-10-14 Meeting notes
        
        2015-10-28 Meeting notes
        
        2015-10-28 Meeting Notes - Conference Call
        
        2016-01-13 Meeting notes
        
        Progress report: Kickoff to 1/31/2016
        
        Priorities: 2/1/2016
        
        2016-02-08 Meeting notes
        
        2016-03-09 Open Meeting notes
        
        2016-03-30 Meeting notes
        
        2016-04-06 Meeting notes
        
        2016-04-20 Meeting notes
        
        2016-05-13 Meeting notes
        
        2016-05-18 Open Meeting notes
        
        2016-05-25 Meeting notes
        
        2016-07-11 Open Meeting notes
        
        Open Forum Recordings and Notes
        
        2016-11-07 Meeting notes
        
        2017-02-15 Open Meeting notes
        
        2017-03-15 Open Meeting notes
        
        2017-04-26 Open Meeting notes
        
        2016-10-04 Meeting notes
        
        September 10, 2015 Kickoff Meeting
        
        2016-04-13 Open Meeting notes
        
        2016-02-10 Open Meeting notes
      - Weekly Training Documents
    - Winter Break 2017 Closure Guide
  - Configuration Guides
    - Circulation Configurations
      - Define Time to Reshelve
      - How to Add Multiple Printers to Alma
      - Scan In Messages Configuration
    - Inventory
      - Shelf Reading and Inventory Report
    - Terms of Use
      - Creating 1 year or 16-week TOUs
    - User/Patron Record Configurations
      - Patron Limits
      - Last Patron Activity Date Configuration
      - Cal State Walk-in User (Visiting Patrons) Configurations
    - Updating CSU+ TOUs to allow for recalls
  - Workflows & How-To Guides
    - Circulation Guides
      - Bulk Update of Due Dates
      - Claims Returned
      - CSU+ Overdue and Lost Loan Profile
      - In-House Use
      - Lost & Paid Status
      - Offline Circulation When Alma is Not Available
    - Course Reserves Guides
      - Adding an electronic resource to a reading list
      - Clean Up of Brief Records in NZ
      - Course Reserve Workflow
      - Recalling an Item
      - Course Bulk Update
    - Item Request & Status Guides
      - Cancel Physical Item Requests in Bulk
      - Creating On the Fly Records
      - Updating User Records in Bulk
    - New UI & Enhancement Guides
      - 2018 New UI Tips
      - 2020 New UI Tips
    - User/Patron Record Guides
      - Missing Searches
      - Patron Purge
      - Cal State Walk-in User (Visiting Patrons) Workflow
  - COVID-19 Resources/Recommendations
    - Fulfillment Reopen Checklist
    - Recommendations for Reopening and Quarantining Items
    - Returning Books to the CSU Libraries (Courtesy Returns)
    - CSU Fulfillment / Resource Sharing Services Spreadsheet - Summer/Fall 2021
- Task Forces
  - Financial Data
    - Minutes ULMS Financial subcommittee 6-22-16
  - Fulfillment and Financial policies
  - PeopleSoft / Patron Data
    - Standardized User Groups
  - Reserves
    - Basic Workflow
    - Configuring course reserves by location rather than by item policy
    - Course Reserve Overdue Report Workaround
    - End of Term/End of Course Workflow
    - E-reserves Solutions:
    - Lag time Publishing from Alma to Primo
    - Personal Copies: Issues and Solutions
    - Reactivating a Course/Reading List
    - Recalling Items Needed for Course Reserves
    - Reserves Task Force Status 04/28/17
    - Reserves Task Force Status 1/31/17
    - Reserves Task Force Status 2/21/17
    - Resources
      - Reserves Functional Call Agenda 3/16/17
    - Waitlists/Holds for Course Reserve Items
  - Resource Sharing Governance Task Force
    - Notes
    - 07/29/2016
    - Notes 7/29
    - Resource Sharing meetings 6/10/16 - 9/23/116
    - Status Report
  - Lockers
    - Lockers Task Force Meeting Minutes
      - Locker Task Force Meeting notes 08/18/2020
      - Locker Task Force Meeting notes 09/09/2020
      - Locker Task Force Meeting notes 09/17/2020
      - Locker Task Force Meeting notes 10/15/2020
      - Locker Task Force Meeting notes 10/29/2020
      - 2020-11-06 Lockers Task Force Open Forum
    - Lockers Documentation
      - Letters
        
        CSUSM Alma Letters
        
        CSUSM Luxer Letters/Emails
      - Staff Workflow
        
        CSUSM Library Luxer Lockers Manual
        
        Sacramento State Luxer One Locker Procedures
      - Safety/Accessibility
        
        Locker Safety and Security
      - User Workflow
        
        Visual Workflow Guide
        
        Requesting Locker Pickup (CSUSM)
      - Marketing
        
        Marketing at CSUSM
      - Survey Results
        
        Contactless Library Locker Pickup Survey Summary Results
    - Lockers Photos & Videos