The project charter for the Fulfillment Team was approved on October 11, 2018. Excerpts from the charter (PDF) are below:
Project Description and Purpose:
The Fulfillment Team will be responsible for reviewing policies and procedures related to fulfillment activities, implementing the related Alma workflows and ensuring that all staff involved with fulfillment activities are trained.
Project Scope:
This team will review the Alma fulfillment documentation to understand Alma workflows for fulfillment tasks. With that understanding, the team will review existing policies and processes and adjust data such as patron categories and loan rules to match Alma’s architecture and workflows. The team will provide the necessary configuration options for fulfillment activities (e.g., “the spreadsheet,”) and will coordinate and provide training to colleagues and student staff.