Alma
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114 results found
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Create resource sharing integration with DOCLINE
Create integration for borrowing and lending requests to be pushed/pulled to/from DOCLINE.
See https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/37290289-alma-to-docline-oai-pmh-integration for holdings integration to DOCLINE.
53 votes -
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)
51 votes -
Allow staff to override auto return when a borrowing request is received after needed by date has passed or request has been cancelled
When a borrowing library receives a resource sharing item after the request's needed by date has passed, Alma automatically updates the request to returned without displaying any alert. This causes a substantial amount of confusion for staff. We would like Alma to display an alert when a resource sharing item is being automatically returned to the lender because it was received after the request's needed by date. We would also like the opportunity to override this automatic return so users can have the option of using the item.
Likewise, Alma automatically updates borrowing reqeusts to returned when they've been cancelled by the user after the lending library has already shipped the item. Alma does provide an alert when this happens, which is helpful. We would like the option to override this automatic return too.
When a borrowing library receives a resource sharing item after the request's needed by date has passed, Alma automatically updates the request to returned without displaying any alert. This causes a substantial amount of confusion for staff. We would like Alma to display an alert when a resource sharing item is being automatically returned to the lender because it was received after the request's needed by date. We would also like the opportunity to override this automatic return so users can have the option of using the item.
Likewise, Alma automatically updates borrowing reqeusts to returned when they've been cancelled…
51 votes -
Add option to close library for borrowing or lending requests based on format of request
A library can close for borrowing or lending requests and include dates when the library can't process borrowing or lending requests. It would be helpful and provide more efficient processing of borrowing and lending requests if requests could be deflected by format.
As a borrowing library, there are times when a patron's article requests could be processed and sent to a lending library, but a physical request can't be processed.
Borrowing physical requests may not be possible because the physical library building is closed, and the item can't be delivered to the location.
It would be helpful to have the addition of format, physical and digital, to "Temporarily Inactive for borrowing" with an "Inactive dates range" for physical format and an "Inactive dates range" for digital format. This allows patrons to continue to enter requests for formats that can be filled.
As a lending library, there are times when a library can supply physical items but not be able to process digital requests. This may because of staff expertise in handling digital requests.
It would be helpful to have the addition of format, physical and digital, to "Temporary Inactive for lending" with an "Inactive dates range for physical format and an "Inactive dates range" for digital format. The ability to deflect lending requests for formats the library can't fill quickly provides better service to the borrowing library.
A library can close for borrowing or lending requests and include dates when the library can't process borrowing or lending requests. It would be helpful and provide more efficient processing of borrowing and lending requests if requests could be deflected by format.
As a borrowing library, there are times when a patron's article requests could be processed and sent to a lending library, but a physical request can't be processed.
Borrowing physical requests may not be possible because the physical library building is closed, and the item can't be delivered to the location.
It would be helpful to have the…
44 votes -
Separate field for borrowing request statuses to display in My Library Account
The borrowing request statuses in Alma are configurable, so that you can change the text that appears for both library staff and the user (in My Library Account).
However, we would like the ability to have a separate field where the status can be configured for the user which affects the display in My Library Account only. This is because we would like to provide detail in these statuses for our staff, that our users do not need to see.
For example, for the borrowing request status 'Request sent to partner' you may want to retain this status for library staff to see in Alma, but for users you may wish simply for 'In process' to display in My Library Account.
The borrowing request statuses in Alma are configurable, so that you can change the text that appears for both library staff and the user (in My Library Account).
However, we would like the ability to have a separate field where the status can be configured for the user which affects the display in My Library Account only. This is because we would like to provide detail in these statuses for our staff, that our users do not need to see.
For example, for the borrowing request status 'Request sent to partner' you may want to retain this status for library…
43 votes -
Australian Copyright compliance within Resource Sharing
Add Australian Copyright Compliance alongside the American Copyright Compliance option so Australian clients can utilise this feature via the Resource Sharing Borrower Copyright Management parameter.
42 votes -
Allow lending libraries to send lost resource sharing item invoices directly to the borrowing library in Alma
Currently, Alma does not allow a lending library to send an invoice to a borrowing library within Alma in the event a resource sharing item is lost or damaged. This requires libraries to develop a manual resource sharing billing workflow outside of Alma. An Alma letter that can serve as a lost resource sharing item invoice would be incredibly helpful. We would need to be able to trigger this letter manually for specific requests on demand, but it would also be extremely helpful if this letter could be triggered automatically once an item is more than a certain number of days overdue.
Currently, Alma does not allow a lending library to send an invoice to a borrowing library within Alma in the event a resource sharing item is lost or damaged. This requires libraries to develop a manual resource sharing billing workflow outside of Alma. An Alma letter that can serve as a lost resource sharing item invoice would be incredibly helpful. We would need to be able to trigger this letter manually for specific requests on demand, but it would also be extremely helpful if this letter could be triggered automatically once an item is more than a certain number of…
41 votes -
Allow AFN resource sharing requests filled outside the AFN to be delivered to the user's preferred pickup institution
If a user in an AFN requests that a resource sharing item be delivered to an institution other than their home institution, the request must be filled within the AFN in order for the user's preferred pickup institution choice to be honored. If it is filled by an institution outside the AFN, the preferred pickup institution reverts to the user's home institution, and the user is never notified of this change until the item is placed on hold at their home institution. Instead of placing these items on hold at the user's home institution, we would like Alma to put them in transit to the user's preferred pickup institution once they're received at the home institution.
If a user in an AFN requests that a resource sharing item be delivered to an institution other than their home institution, the request must be filled within the AFN in order for the user's preferred pickup institution choice to be honored. If it is filled by an institution outside the AFN, the preferred pickup institution reverts to the user's home institution, and the user is never notified of this change until the item is placed on hold at their home institution. Instead of placing these items on hold at the user's home institution, we would like Alma to put…
41 votes -
Allow Alma to export preferred names to ILLiad when automatically creating ILLiad user records
When Alma automatically created an ILLiad user record for someone who has submitted a resource sharing request that must be exported to ILLiad, it always passes the First Name and Last Name fields to ILLiad even if the user's records contains a Preferred First Name and/or Preferred Last Name. It would be incredibly helpful if Alma could pass preferred names to ILLiad if the user's record contains any preferred names.
39 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 -
RS BORROWING : A misleading error when patron's library card has expired
When trying to receive or send a borrowing request that is already open in alma, but the patron's library card has expired since then,
The message says: NO ITEMS CAN FULFILL THE SUBMITTED REQUEST
There is no way to guess that there is a problem with the patron info.
a better message would be: "there is a problem concerning patron's card"38 votes -
Use preferred email from Partner record for shipping digital Lending Requests
Often the Requester Email in a Lending Request is not the email that we can ship a digital item to (or sometimes the Requester Email is empty). Instead, the email address we use is from the preferred email address in the Partner record. We would like configuration to be made available so institutions could choose to use the preferred email address from the Partner record in Alma when shipping digitally instead of the Requester Email address that comes with the Lending Request.
37 votes -
Add Block for Resource Sharing Shipping from Scan-In Items
Alma allows an institution to set rsallowactionsonscan_in to false. When a staff person tries to Receive or Ship a resource sharing request from Scan-In, the staff person sees a pop-up message advising them to use Alma Receiving or Shipping.
When Scan-in Items is used on a lending request that should be shipped, a pop up message displays that “Shipping is required to be done from the dedicated screen, Are you sure you want to continue?” There is a “Cancel” or “Confirm” option. If the staff person chooses “Confirm” and scans the item barcode again then another pop up displays asking if they want to continue with the message “Scanning in item (scanned barcode provided) will complete lending resource sharing request (external identifier provided). Are you sure you want to perform this action?” The staff person is given the option to “Cancel” or “Confirm”. If the staff person selects “Confirm” the request is completed for the lending and the borrowing library.
This enhancement request is to add block preferences for Ship of a lending request using Scan-In that are similar to the options available for Receive of a borrowing request. If staff are blocked from using Scan-In Items for lending requests this will prevent the accidental closing of a lending and borrowing request.
There is an option to block the Receive of a borrowing request using Scan-In https://knowledge.exlibrisgroup.com/Alma/Release_Notes/030_2016/07June_2016/Alma_June_2016_Release_Notes/05Resource_Sharing_-_June_2016_Enhancements
We would like a block preference to be added for Ship of a lending request similar to the block on Receive of borrowing requests.
Possible settings for block of Ship of lending request from Scan-In Items:
· Block- The pop-up warning appears and the Ship may not be carried out.
· Override by Manager- The pop-up warning appears and may be overridden by users with manager roles.
· Handle Automatically- The pop-up warning does not appear and the Ship action will be carried out automatically, with the appropriate actions taken to handle the resource sharing request. This is the default option.
If the block is overridden, the following actions take place:
· The lending request status is updated to Shipped Physically.
· The Ship ISO message is sent.
· The item is placed in a temporary location.
Alma allows an institution to set rsallowactionsonscan_in to false. When a staff person tries to Receive or Ship a resource sharing request from Scan-In, the staff person sees a pop-up message advising them to use Alma Receiving or Shipping.
When Scan-in Items is used on a lending request that should be shipped, a pop up message displays that “Shipping is required to be done from the dedicated screen, Are you sure you want to continue?” There is a “Cancel” or “Confirm” option. If the staff person chooses “Confirm” and scans the item barcode again then another…
37 votes -
Adding User Type field
It will be great if the User Type field could appear once you click to see the requester details in a borrowing request in Resource Sharing and in Fulfillment once you click to see who holds a loaned book (Screenshots attached).
36 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 possible, is it possible to move the menu-selection «Owning library» and «Pickup location»
to the top of the menu? We cannot configure this ourselves.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 -
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 -
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 -
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 -
Improvement in Borrowing request search
When searching Borrowing Requests, we would like the ability to make keyword search and to be able to search for barcodes.
This would enable staff to work more efficiently, since they would have the ability to search across indexes, and search specific requests with a barcode.
32 votes -
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.
30 votes
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