StaffGuide: Alma / Primo

Resources for Libraries staff related to Alma and Primo

Fulfillment Letters Schedule

Statement of Checked-Out Items (sent manually)

WHEN NOTICE RECIPIENTS
Second Monday of the Semester - Fall Spring and Summer Borrowing Activity Letter All patrons
Last Monday of the Semester - Fall Spring and Summer Borrowing Activity Letter All patrons
As needed Borrowing Activity Letter can be sent manually to specific patrons

Regular Loans

WHEN NOTICE RECIPIENTS
At checkout Loan Receipt Letter  (2-hour loans get 2-hour courtesy) All patrons
Two days before due Every day at 2:00 am Courtesy Letter – daily loans All patrons with items that are not eligible for autorenewal
On due date Due Loans Letter - Overdue Notice All patrons
3 days after due date Overdue Letter – include all daily (including short-term loans) All patrons
15 days after due date Ful Overdue And Lost Loan Notification Letter All patrons – overdue notice
30 days after due date Ful Overdue and Lost Loan Letter Invoice for all but faculty/staff /Crystal Bridges
30 days after due date Ful Overdue And Lost Loan Notification Letter Overdue notice for faculty/staff/ Crystal Bridges
45 days after due Ful Overdue And Lost Loan Notification Letter Overdue notice (third notice for faculty/staff/Crystal Bridges
60 days after due date Ful Overdue and Lost Loan Letter Invoice for faculty/staff & Crystal Bridges

Short-Term Hourly Loans

WHEN NOTICE RECIPIENTS
At checkout Courtesy Letter indicated date and time due All patrons
20 minutes before time due Short_term_courtesy_reminder (set to minutes before due) All patrons
20 minutes after time due Short_term_overdue_reminder (set to minutes before due) All patrons
3 days after due date Overdue Letter All patrons
15 days after due date Ful Overdue And Lost Loan Notification Letter All patrons - overdue notice
30 days after due date Ful Overdue and Lost Loan Letter Invoice for all hourly loans