Alma

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  1. Improve usability of 'Automatically Print Slip' in Resource Sharing

    When receiving Resource Sharing Borrowing items, the 'Automatically Print Slip' option is only remembered for the current session, which leaves this vital function open to error.

    This could be improved in one of the following ways (in order of preference):

    Option 1: Provide a configuration option in one of the code tables to set the default (this would also be desireable for all similar functions elsewhere, such as in RS Lending).

    Option 2: Make the last selected option persist across sessions so our staff can set it once and not have to remember to set it every time.

    Option 3:…

    171 votes
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  2. RS Borrowing Requests – changing format before sending request

    We would like the ability to change the format of a request before sending it to a Partner – e.g. from book/book chapter to journal/journal article or vice versa.

    As our patrons don’t always know, or pay attention, to the actual source format, they often submit their requests with the wrong format, which our staff would like to fix before sending to Partners.

    30 votes
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  3. 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".

    268 votes
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  4. Make the email that is generated when an ILLiad resource sharing partner exports a request to a third party customizable

    Unfortunately, ILLiad's email import feature does not always import emails generated by Alma properly. This happens mainly when there is a copyright symbol in the requested item's publication date. Giving us the ability to remove the publication date field from the email generated by Alma would help us manage this issue until OCLC and Atlas Systems can find a proper fix.

    16 votes
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  5. 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…

    80 votes
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  6. Ability to view ISO messages in Lending requests

    We would like the ability to view the original XML/ISO messages sent between lender and requester in our Lending requests. There is information we need that doesn’t display in requests when they come into our system.

    Examples include:

    *Copyright declaration: we need this for copyright compliance reporting purposes

    *Maximum cost: if this doesn’t display, we have to confirm that the requesting library accepts our charges if the cost is going to be over the standard charge

    *Expiry date: the request status changes to Expired if this date is passed, and the request moves on in the rota

    *Need by date:…

    21 votes
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  7. Add Job Category as an input parameter for the Borrowing Resource Sharing rule

    Why this is desirable:
    To facilitate personal delivery for a subset of a user group (online or distance learners, for example), Alma needs an additional input parameter in the Borrowing Resource Sharing rule. Due to additional cost implications for these patrons and the delivery of their requested items, we do not want to offer this service to all users with a certain user group. Giving these patrons a separate user group, where all other loan, request, etc. rules are identical other than the personal delivery setting adds an undesirable level of complexity to the existing fulfillment rules and patron groupings.…

    21 votes
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  8. 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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  9. An in process/holding status in Resource sharing lending

    We would like to see a status called 'In Process' created for Lending.

    There are often times when you need to contact a requesting library to confirm details. However as there is no applicable status to change the request to it risks being worked on by another individual if we leave it in unassigned.

    We could assign the item to ourselves however, if someone else receives the response or if the staff member concerned is away then the request gets held up longer because its not accessible. Ultimately you end up with double handling and it becomes a very inefficient…

    7 votes
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  10. Email notification to ISO Partners about Overdue Items

    We would like for the Borrowing Library to receive an email notification (in addition to the patron) when an item is Overdue.
    Since Dec. 2018 this option is available for NCIP Partners, but not for ISO Partners

    8 votes
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  11. Conditional Status and Email Message for Non-ISO Partners

    We would like for to be able to send Conditional Messages by Email and for the Request Status to automatically change to Conditional when working with Non-ISO partners: see Jan. 2019 Release for ISO partners

    7 votes
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  12. 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…

    229 votes
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  13. Add preferred address to Resource Sharing Shipping Slip Letter

    I suggest that preferred shipping information be added to notification_data/partner_shipping_info_list/partner_shipping_info in the xml of this letter. Currently all registered partner addresses are added to the XML with no indication of which is the preferred address.

    As a result the true shipping address cannot be deduced from the XML, which leads to a manual address lookup before shipping.

    7 votes
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  14. Prevent users from submitting borrowing request when no Resource Sharing items are available

    Currently, when users click the resource sharing button and there are no items available to loan in the consortia (e.g., there is only one copy in the system and it's checked out or located in a non-lending resource sharing / unavailable location (e.g., reserve), users are shown a message that no items are available, BUT they can still click the 'submit' button on the request.

    Would it be possible to prevent users from placing the Resource Sharing Request? I've attached an example of an item that cannot be filled through the resource sharing network because it's on reserve at another…

    0 votes
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  15. 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..

    23 votes
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  16. 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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  17. 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…

    53 votes
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  18. 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?

    36 votes
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  19. 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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  20. 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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