Alma

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  1. Converting Borrowing requests into patron physical item requests

    We need a better way to convert a borrowing request into a patron physical item request, and then delete the borrowing request.
    We often receive borrowing requests from patrons on books which are available in our library, other editions etc. . In those cases we may create a patron physical item request on the local title by clicking "view local", then conduct a search, then place a new request on the local material (note: we here have to type in patron and other data which were already included in the borrowing request), and then go back and delete the original…

    215 votes
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    • Show partner in lending request list

      It would be a nice extension to add a field that shows active partner as in the borrowing request list
      This would result in a lot less clicking on the edit button.

      152 votes
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      • Delay time between receiving an item and sending email notice to patron

        We would like to be able to configure the amount of time between receiving an item and sending an email notice for pickup to a patron. We receive items in batch and then file them onto the hold shelves in batch. Some time is need between these batch processes.

        Current workarounds include: including text in emails that students might not read or scanning the items through two separate workflows.

        Being able to configure the trigger for the email notice would be much better.

        433 votes
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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
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          • 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.

            29 votes
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            • Ability to Configure Borrowing Requests Status in Primo

              The status of borrowing requests is displayed in the user's account (MyLibrary) in Primo. The statuses are not very user-friendly as they are the Alma statuses that are meant for staff. For example, "Locate failed" is quite disturbing for a user to see when checking the status of their resource sharing borrowing request.

              We have been told that these values are in a hidden table in Alma and cannot be translated. We would like to be able to configure this table, or be able to map these statuses in a better way.

              130 votes
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              • 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…

                36 votes
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                • Simultaneously reject and complete lending requests

                  When we digitally ship a lending request, we have the option to tick a box to simultaneously complete the request and remove it from the active worklist.

                  However, if we reject a lending request, there is no option to complete the request at the same time. We have to do an additional workflow step to complete rejected requests and remove them from the active list.

                  To solve this issue, a "Complete the request" checkbox should be added to the Reject Request dialog, allowing us to simultaneously reject and complete a lending request.

                  12 votes
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                  • Lending request can go wrong too easily

                    As it is now when one is doing more lending request it is too easy to make a mistake. When you chose Ship suddenly we cannot see which document that you are shipping so one can easily believe and chosing a barcode that doesn't belong to that post goes just as swiftly as the one you should have chosen. It is no way of seeing that things have gone terribly wrong.

                    Then when you try to ship the other using the right barcode that doesn't go and NOW you see something is WRONG, and you have 2 faults in stead…

                    12 votes
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                    • 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 !

                      60 votes
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                      • Pin metadata editor toolbar when scrolling

                        Our catalogers would like the metadata toolbar (file-edit-tools) to remain at the top of the bib record so that they do not have to use the far right scroll bar to scroll up and 'uncover' it. This seems to happen when they have been working with a holding and then return to the bib. It would be great not to need that extra step.

                        9 votes
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                        • Automatic transfer of the RS borrowing request cancellation note

                          Functionality wanted: Cancellation notes in Resource Sharing Borrowing Requests to be transferred to the resource Notes tab automatically.

                          Currently, cancellation notes in Resource Sharing Borrowing Requests don’t get transferred to the resource Notes tab automatically. However, since it is used in cancellation notification emails for users, ILL staffs should be able to have access to the same information the users see. This is necessary as it will help ILL staffs address user inquiries about the cancellation in a timelier manner when they come up. Otherwise it will take ILL staffs minutes to go through all the related materials before finally…

                          22 votes
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                          • Mark resource sharing bib records

                            When creating a borrowing request in Alma, Alma transforms the info in a brief bibliographic record. This is great for everything that has to do with Resource Sharing.

                            BUT: Librarians who are cataloging find this bib record, don't think twice and just add a holding and an item. So the RS bib record has become a real bibliographic record, but without any one completing the info.

                            We would like the resource sharing bib records to be marked somehow so that cataloguers can identify them easily and either complete them or import them from another source.

                            1 vote
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                            • Add the creation's hour on borrowing requests

                              My idea contents 2 concepts :
                              1) We would like to see the hour when the borrowing request was created.
                              When we have a lot of requests, we would like to be able to make a choice and treat the older before the newest.

                              2) We would like to sort the borrowing requests by differents ways. Presently the borrowing requests are ranked by alphabetical order of the title.
                              But when you have a lot of requests, like us, sometimes a new request arrives before that you treated the ancient.
                              So maybe could it be useful if we could rank the…

                              5 votes
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                              • marking & emailing ALMA Records

                                having the ability to mark and email records in ALMA. this is available in PRIMO but not ALMA.

                                if one is looking at circulation data, only available in ALMA, then makes a decision, e.g. to have the material withdrawn, one can't email the record to others who would pull the material.

                                one can use both but this is inefficient. one can use analytics but this inefficient for dealing with just one or a small number of records.

                                one can also use it for reporting cataloging problems. our experience is that technical services uses ALMA and public services uses PRIMO.

                                it…

                                1 vote
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                                • Update Date

                                  The Update date in the RS record is not updated when we send a General Message or a Will Supply letter to Partners.

                                  3 votes
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                                  • Toggle cancelled borrowing requests in a "terminated" status

                                    Borrowing request can be cancelled by staff or by patrons. This happens fairly frequently.

                                    Now the problem is that cancelled borrowing requests stay "active". This creates a lot of noise in the list of active borrowing requests. RS staff has begun to delete the cancelled borrowing requests in order for them to only see the really active ones. This of course has a consequence on Analytics. I am unable to know how many borrowing requests were cancelled because they don't exist any more.

                                    So ideally, cancelled borrowing requests would keep their cancelled status, but have an activity status of terminated…

                                    23 votes
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                                    • DIfferent cancellation letters for ILL requests and hold requests

                                      We want to be able to notify users when cancelling an ILL request but, at the moment, as the cancellation letter is shared by Circulation and Resource Sharing and the majority of cancellations are for holds, the letter is sent from the Circulation email address and has a Customer Services signature.

                                      This means that we can not notify a patron directly when we cancel an ILL request as they might want to reply and the email would go to the wrong department.

                                      This means we have to follow a two-step process where we send a query to the patron informing…

                                      14 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…

                                        30 votes
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                                        • Improve the resource sharing's audit

                                          We would like to see on the audit of a borrowing request which actions were done.
                                          For example, if we change or add something to a title, we could not see that anywhere.
                                          We would like also to know if the publication date was changed, ...
                                          We are a team of 5 librarians and with 10'000 requests from our users per year it's not possible to remember what everyone makes for each request.

                                          In attachment, the audit now and an example of our ancient audit (historique) on the ancient software.

                                          6 votes
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