Alma

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  1. Show a confirmation/warning about completing a lending request when using scan in items

    It would be a good enhancement to get a warning or a confirmation that a request is about to be set to completed, when we scan in an item that is currently in a resource sharing process. Because we use RFID, we have had multiple occurences of scanning in a document that already has the status Shipped Physically again by mistake, only to have the lending request irreversibly set to Request Completed, without the item ever being received by the Borrowing library. This means we have to contact the owning library and ask them to resubmit the request.

    When using…

    98 votes
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    • Producing the shipping forms by supplier

      Each time a request has been marked "Ship" or "Return", the request details will be collected on a "Shipping Form" (by supplier).

      When ready to ship a package -with returned/requested books- to another library, "print form" will:
      1. Produce a full detailed form to include with the box
      2. Will start a new form for future package.

      62 votes
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      • Include Fulfillment Notes when Shipping items in Resource Sharing

        It would be nice if pop-up fulfillment notes on an item record were attached to a resource sharing request when an item is shipped, much like the barcode currently does. So if a damaged book has a note saying "Underlining noted," that note would attach to the request record so that the borrowing institution could see it. This would make it easier for the people processing on either end to know whether an item shipped with damage, or a set shipped with a certain amount of items, etc.

        52 votes
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        • Customize display of fields in Alma Article request form

          We would like to display the fields in the Alma article request form in the following order: Journal name, year, volume, issue, pages, article title, article author, and issn - and not in the order these fields are currently hard-coded (e.g. author initials splits volume and issue, and publication date is at the end of the form)

          40 votes
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          • Report of Outstanding Borrowing Requests

            We would like a to be able to: 1. Create a report of outstanding borrowing requests, 2. Automatically send the claim letters by email to the partners, 3. Update the status of the requests to Claimed.

            39 votes
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            • Resource sharing search

              Our Resource sharing staff at Sheffield Hallam University would like there to be an All category in the Find box, as there is under Find and Manage users. This would enable them to work more efficiently and would allow them to interrogate more than one index at once.

              See attached image for a comparison between the two find boxes.

              26 votes
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              • Allow "ignore_lender_due_date" setting to be customized per resource sharing partner

                Currently the "ignore_lender_due_date" setting in the Alma Customer Parameters Mapping Table is a global setting; it applies to all resource sharing partners. This is problematic for consortia who have resource sharing partners for consortia members, as well as a resource sharing partner for ILLiad.
                Setting "ignore_lender_due_date" to "true" works for our consortia resource sharing standard checkout, but ILLiad due dates must be entered manually.
                Setting "ignore_lender_due_date" to "false" works for the ILLiad lender due date, but then consortia due dates must be entered manually.
                If "ignore_lender_due_date" could be configured separately, for different types of resource sharing partners, this would allow…

                24 votes
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                • Ability to assign Resource Sharing Borrowing Requests

                  There is currently the ability to assign Resource Sharing Lending Requests, but not Borrowing Requests.
                  This would be a useful feature- it would ensure there is no double handling across different campuses, certain requests can be escalated to a manager if they require approval, and once a request has been processed up until a certain point it can be placed back into the unassigned list until further intervention is needed.

                  21 votes
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                  • Payment of requests in Resource Sharing

                    It would be great to have the facility to assign a fund code and encumbrance against resource sharing requests in the same way you do in acquisitions . Then when you receive your invoice from the supplier the amount charged/paid could then be reflected as a negative encumbrance against the assigned fund code.

                    14 votes
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                    • recall

                      Update Lending and Borrowing Status when Recalls of Resource Sharing items are cancelled

                      Currently, once an item is recalled in Resource Sharing, it stays in that status even after the recall is cancelled by the patron. If this could have the same functionality as regular Fulfillment (which can be configured to have the item's original return date applied if recall is dropped), that would be ideal.

                      13 votes
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                      • Modify the renew request reject note sent to partner for lending request

                        When a resource sharing lending request receives a renew request and is rejected, the following note is sent to the partner “Note: Cannot be renewed, maximum renew date DD/MM/YYYY HH:MM:SS AEST was exceeded.” This note is confusing to the partner as the maximum renew date in the note is the date which the request was processed not the due date. In addition, the note implies the renew date of the loan has passed the allowed time, however the renew date has not been exceeded. The note could be improved by simplifying it to say “Cannot be renewed, maximum loan period…

                        12 votes
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                        • Lending: Edit Request Type in Manage Fulfillment Options

                          We sometimes need to change the Request Type from Physical to Digital and vice versa, after we have placed the request via Management Fulfillment Options. As there is no edit option, we have to place a new request and then delete the redundant option.

                          10 votes
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                          • Change default of Automatic Print Slip from No to Yes in Alma RS

                            When we are processing Lending Requests, we prefer to send the Shipping Slip with every item we loan/email. The information on the slips helps the requesting library to receive the item as it has their External Identifier, their address details, information regarding their request etc.

                            We would like to have the Automatic Print Slip default change from No to Yes. Can it be made as a default of Yes?

                            9 votes
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                            • Keyboard Shortcuts for Resource Sharing

                              Would it be possible to assign Keyboard Shortcuts for the following commonly used Resource Sharing tasks?

                              Lending Requests
                              Borrowing Requests
                              Shipping Items

                              9 votes
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                              • Closed Library Management TOU apply to Resource Sharing Request

                                Currently, the RS Lending Request item due date does not take into consideration of the library closed days as there is no "Closed Library Due Date Management" option in the Lending Resource Sharing Rule TOU. As a result, the due date may fall on a library closed date where clients are unable to return the item. I have received confirmation from ExLibris (SF354784) that this will need to be an enhancement request rather than a bug fix.

                                9 votes
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                                • Limit Resource Sharing Requests per academic year

                                  It would be great if Alma included an overridable limit to the number of resource sharing requests a user could submit for an academic year. It would also be great if limits can be set either on the patron type or user group.

                                  8 votes
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                                  • Display name of resource sharing partner on Requests page in My Account

                                    On the "Requests" page in "My Account," for resource sharing requests, display the name of the resource sharing partner once the request has reached the "Shipped Physically" stage. Currently, the "My Account" screen does not indicate the name of the institution that is lending the item (see a screen capture: http://screencast.com/t/aovDseh1). Faculty have requested that the name of the institution be visible in My Account so that they would have an indication of how long it might take for an item to arrive (based on geographic distance).

                                    Ex Libris confirmed via Salesforce case #00221339 that this change would require…

                                    8 votes
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                                    • Renewing resource sharing requests in Lending

                                      Resource Sharing lending and renewals.
                                      Currently you can only change the date in the lending side by searching for the barcode in physical items and clicking edit, scrolling down to the date box allows you to update. This information is carried across into the catalogue but not on the lending resource page, we can find no way to manually change here either. It would be great if once the date has been changed in one Resource Sharing area it is displayed in all.

                                      7 votes
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                                      • Renew resource sharing loans

                                        Currently it seems that only requests with a Received status show the 'request renew' option. This should be extended to requests that have the status 'loaned to patron' as these are more likely to need renewing.

                                        6 votes
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                                        • Renewing resource sharing requests

                                          When changing the date in the borrowing side, we then have to manually change again in manage patron services. It would be great if we could just amend the date once and this information is carried across.

                                          6 votes
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