Alma
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114 results found
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Add scheduled job which Recalculates Rota Assignment on Resource Sharing Borrowing Requests in Locate Failed Status
We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota unfilled, and…
86 votes -
Adding a Parameter to Partner Record
We would like to add the parameter Library Type to the Partners e.g. CL=College Library, UL=University Library, HL=Hospital Library etc..
24 votes -
When Creating Borrowing Requests Check for Duplicates with previous completed and cancelled requests
Following the implementation of the ability to check for duplicates when creating borrowing requests, we see that this only applies to active requests. We would find it helpful to have duplicate completed and cancelled requests flagged up in Alma (without the request being automatically rejected)
19 votes -
Purchase request conversion into a resource sharing request
It would be good if it was possible to convert a purchase request into a resource sharing request on Alma. This might arise in circumstances where the user has originally requested a purchase request for a journal article on Primo. It would be useful if this purchase request could be converted into an ILL request simply without having to re-key in the information
161 votes -
Modifying a partner after recieving a borrowing request should be possible
In the SNLP workflow the partner changes from the own partner code to the partner who ships the request automatically. Therefore most of the requests have the correct partner when the item arrives at the library.
So most of the time there is no need to modify a partner and the staff's attention to this attribute is not as high as it is to other attributes of the request. If we observe this AFTER receiving the item, there is no possibility to do so.
Because we don't know to which partner we have to send back the item after it…78 votes -
New fields on Alma screens missing from Primo RS form
In the December 2017 enhancement, the fields Chapter Author, Chapter Title, and Editor were added to the Alma Resource Sharing screen and Chapter was renamed Chapter Number.
However, these fields were not added to the Primo Resource Sharing form, which means all the details must be entered in one field such as. Chapter details: title, author, number.
As most Resource Sharing requests arrive via the Primo form, it would be helpful if EXL fixed this too.18 votes -
Move the Level of service facet to the top of the facet list
Currently the Level of Service facet is at the base of the facet list, almost always hidden by the facets above it. I would like to see it moved to the top of the list as the timely processing of material for Rush or Express requests depends on being able to find those requests and action them quickly. As it is currently unless you specifically scroll down the list, you don't even know those requests have come in.
20 votes -
Overdues
An alert function when items have gone overdue. Currently the requester will get sent overdue e-mails, but the library is not notified. When you have thousands of requests it is imposisble to search through.
12 votes -
Having the notes field displayed on the front screen so we dont have to go into each request to see if any notes
If we add any notes it would be helpful to see that there is a note in the request on the first creation screen so that other people can see it straight away without having to look at each one individually
23 votes -
Check out an item to a visiting patron's account at their home institution. Direct Pick-up Resource Sharing
Instead of creating and managing a visiting patron's record, allow libraries to check items out onto their home institutions record. The patron could validate by choosing the institution and having the patron sign in to their account.
As a patron I could go to any library in my network and easily check out an item there by signing into my home library and checking out the items. Everything checked out would show up on my home library's record and I could return the item either at the lending library or my home library.
73 votes -
Books Straps
We would like to print Book Straps (like in OCLC) to attach to books as quite often our patrons return books with out the Slips.
32 votes -
Physically Received by Library
It should be possible to change the status of a Borrowing Request to Digitally Received by Library from Physically Received by Library or vice-versa, if the wrong Format was received. Currently, it is impossible to create a barcode if the item was Digitally Received.
19 votes -
Completed Requests - Searchable Fields
I would like to search Completed Requests by Partner Code and External Identifier. Currently, this is only possible via Analytics which has a one-day delay.
29 votes -
Recent Searches & Customization of Searchable Fields
I would like to customize the fields displayed and their order when searching Borrowing and Lending requests. In addition, I would like Recent Searches to be displayed first. Currently, there are many fields that we do not use and we need to scroll down.
22 votes -
Blocking borrowing requests on books published within the last year
With an active automatic rota for books, borrowing requests sent from Primo to Alma are automatically sent to partner. This applies for books published within the last year as well. Before we activated the autoROTA, we would usually change most of these borrowing requests into purchase requests and place the patron on a waiting list.
New books requested by a patron are often items we want to purchase ourselves, and not spend money on borrowing from our partners in addition. With the autoRota there is no way for us to block these borrowing requests from being sent.We would like…
200 votesHi,
We’re thinking along the lines of enabling rules that will automatically turn resource sharing requests to purchase requests based on criteria such as:
- Requester User Group
- Copyright related block
- Publication Date within time
- Request failure Yes\No → This will enable to set the rule to work when the request is created or when it is rejectedThe rules output will have options to either create purchase request in addition to the resource sharing one or cancel the resource sharing request and create purchase request instead.
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Records in 'Find and Manage Users' should appear while editing borrowing requests
When editing Request Attribute in Resource Sharing Borrowing Requests, there is a 'select from a list' button next to the Requester field. Upon clicking the button, however, 'No records were found' message comes up. Therefore, in order to find and manage users matching the value, it is necessary to run another search within the 'Find and Manage Users' window. We believe that it will be a lot more time-efficient for ILL staffs if the user records appear right away upon clicking the 'select from a list.'
33 votes -
RS partners search enhancement proposal
The idea is changing the default of the "Find:" menu on Fulfillment -> Resource Sharing -> Partners.
Now the default is to "code:" search.
The default to "name:" search would be better
Thanks39 votes -
Limiting the list of Lending and Borrowing requests to the current Owning library
When we go to the list of Lending requests or Borrowing requests (either via the Tasks menu or directly under Fulfillment),
we get requests for both our libraries/campuses. This is the case, even if we have already chosen one of the libraries as our «current location».
When we choose one particular library as the current location it would be very helpful to get a list of request only for this library.
As it is now, we need to scroll down at the bottom of the left-side menu to choose the current Owning library.
Alternatively, if the above solution is not…35 votes -
Obligate the user to choose a pick up location in the resource sharing form
On Renouvaud the users could fill in a form to request an article or a book for the Inter Library Loan.
But, they don't read all the form and much of them don't choose a pick up location.
The problem is that if they don't choose one, a "default pick up location" is selected.
We would like that the drop down menu begin not with a pick up location but a little sentence which ask the user to choose a location (see attachments).
Thanks !
55 votes -
Resource sharing form customization
At now we can customize only the fields to display and their labels.
We feel the need of a deeper customization of the html (directly on the form page or via css)32 votes
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