Alma

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  1. A borrowing library should be notified when a lending request is put on a waiting list

    Scenario:
    A library receives a resource sharing request (lending request), and the borrowing library asks to be put on waiting list if the wanted item is on loan. When the request is put on waiting list, the borrowing library should be automatically notified. This could for intance be by change of status on the Borrowing request to "In queue".

    258 votes
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  2. 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…

    75 votes
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  3. Calculation of due date for recalled lending requests should be consistent with fulfillment loan recalls.

    When setting recall period on a fulfillment loan to "No recall due date", the original due date is kept, while renewal of the recalled loan is blocked.

    For some reason, a different logic is applied to lending requests. Setting "No recall due date" as the recall period policy for lending requests, results in the due date being set to the date of the recall. The result is unpredictability for the borrower.

    We propose that that these two very similar workflows are better alligned and that setting "no recall period" for recall should result in no change to the due date…

    175 votes
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  4. Hold Shelf policy for RS items

    When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignore_lender_due_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

    This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time - for…

    223 votes
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  5. Add Closed Library Management Policy Rule to RS Borrowing TOU

    Currently, when a borrowing request item is received, the due date of item is set by the lender's TOU. If the due date falls on a library close date, the due date remains unchanged. This causes the problem when clients are misled by the due date and would visit the library to return the item even though the library is closed. We would like to add in the Closed Library Management policy type to the RS Borrowing TOU so that we can indicate in the event the due date of the RS request falls on a library close date, Alma…

    29 votes
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  6. Search entry for Resource Sharing Requests must be adjustable

    When working on resource sharing requests lists (lending and borrowing) the first thing to do is selecting another search entry/term, mainly an aspect at the end of the list, to find a special request, because the author ist never the aspect we search for. The list in the pull down menue is hard coded and there is no option to re-order the list as we need it.
    At least we like to achieve that the list starts with the last three search aspects the staff user has used. Alma has to remember them for the logged in staff user similar…

    39 votes
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  7. 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..

    20 votes
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  8. 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…

    49 votes
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  9. Toggle cancelled lending requests in a "terminated" status

    Cancelled and rejected lending requests stay "active". This creates a lot of noise in the list of active lending requests.
    I
    deally, cancelled and rejected lending requests would keep their cancelled status, but have an activity status of terminated (because there is nothing else to do).

    3 votes
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  10. SEARCH BAR SCOPE = STICKY

    When searching, you can choose the scope from your institution, to Network Zone, to Community Zone. This choice should stick.

    I work in Resource Sharing, and mostly in the Network Zone. I have to choose "network" every time I search something. It would be great if once I selected the NZ scope it would stick and stay there for every search.

    4 votes
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  11. Ability to reverse 'completed' requests in Resource Sharing

    There are some occasions where we have completed a resource sharing request, and then later realise we aren't actually "finished" with the request.
    Even if you change the status to something else (e.g. shipped physically), you are still unable to receive an item on the request number.

    Would it be possible to create an option to 'un-complete' a request? Which would then give the request all the available options as active requests?

    27 votes
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  12. Adding a lending request 'from search'

    Small thing: when choosing 'from search' for adding a lending request, can the cursor be active in the keywords search field automatically, please. Thanks.

    4 votes
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  13. 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…

    186 votes
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  14. 1 vote
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  15. 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.

    64 votes
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  16. Make Query to Patron Letter use addressFrom like any other letter

    The Query to Patron letter functionality for Borrowing Requests in Alma has recently been reimplemented to use the standard mail configuration in Alma. By some reason an exception has been made for the "addressFrom" setting, where it instead still uses the default address for the Resource Sharing library.

    This is counter intuitive, as the addressFrom value is still configurable for the letter, only it doesn't have any effect. I'm still surprised my case (#00609529) was identified as a documentation issue and not a bug.

    If you like us has selected to not implement a separate Resource Sharing library, this also…

    2 votes
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  17. [Alma] - ILL Resource Sharing - allow pickup location other than RS Library for Physical non-returnable requests

    Right now Borrowing Request type "Physical non-returnable", which is the one used for document delivery (tipycally a printed copy of an article), allows to choose only the Resource Sharing Library as Pickup Location.

    This is a problem, since a user is instead willing to choose the library where the printed copy should be delivered. This is particularly useful when libraries are geographically sparse.

    Using a temporary item does not help, since in this case we don't have an item that must be returned (and shipped back to the lender, as it is in the ILL of a book). The user…

    27 votes
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  18. 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.

    6 votes
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  19. 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.

    21 votes
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  20. Show completed requests in RS without having to enter search term

    At the moment, completed requests are hidden from records and have to be searched by entering matching search terms. Our ILL staffs are finding facets appearing left to active requests records very helpful, as they reportedly spare staff members' effort and time to enter search terms and go through all the unwanted information. This applies to completed requests as well, as the staffs have to revisit them every now and then. It would be greatly appreciated if completed request records could be seen, limited, searched and browsed just like active requests, without having to enter search terms.

    54 votes
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