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116 results found

  1. Closed Library Management TOU apply to Resource Sharing Request

    Currently, the RS Lending Request item due date does not take into consideration of the library closed days as there is no "Closed Library Due Date Management" option in the Lending Resource Sharing Rule TOU. As a result, the due date may fall on a library closed date where clients are unable to return the item. I have received confirmation from ExLibris (SF354784) that this will need to be an enhancement request rather than a bug fix.

    471 votes
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    Planned  ·  8 comments  ·  Resource Sharing  ·  Admin →
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  2. Increase customisation options for the resource sharing request form

    User experience testing that we conducted showed that most users prefer to place resource sharing requests via the resource sharing request form in Primo. Users also expressed frustration with some aspects of the form including the format of the fields. They also expected that the Library could add notices relevant to the resource sharing service to this page.

    The current options for configuring this form do not allow us to meet the expectations of our users. We would like to have more options for customising the page the form is on and the form itself. Specifically we would like :…

    360 votes
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    We are looking into improvements that can be made to the Primo VE form, such as:

    • Add a custom notice or message to the form
    • Improve the form fields’ responsiveness to the requested format (book/article and physical/digital)
    • Look into ways to enhance the configurability of the look and feel for the form
  3. recall

    Update Lending and Borrowing Status when Recalls of Resource Sharing items are cancelled

    Currently, once an item is recalled in Resource Sharing, it stays in that status even after the recall is cancelled by the patron. If this could have the same functionality as regular Fulfillment (which can be configured to have the item's original return date applied if recall is dropped), that would be ideal.

    281 votes
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  4. 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 votes
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    Hi,

    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 rejected

    The 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.

  5. 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

    164 votes
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  6. Allow "ignore_lender_due_date" setting to be customized per resource sharing partner

    Currently the "ignorelenderduedate" 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
    lenderduedate" to "true" works for our consortia resource sharing standard checkout, but ILLiad due dates must be entered manually.
    Setting "ignorelenderduedate" to "false" works for the ILLiad lender due date, but then consortia due dates must be entered manually.
    If "ignore
    lenderduedate" could be…

    153 votes
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  7. Add Rapid ILL lending categories to Electronic Collections in Alma

    Please add a new Rapid ILL lending status field to electronic collections so libraries can indicate the following Rapid ILL lending statuses and more easily create logical sets to automatically send holdings to Rapid:
    • LendableInternational: You are able to fill lending requests from any other Rapid libraries around the world. This is typically the Lendable value used for print materials that you want to make available in Rapid.
    • LendableCountry: You are able to fill lending requests only from Rapid libraries in your country. This is typically the Lendable value used for electronic materials.
    • LocalOnly: You are not…

    151 votes
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  8. Include Fulfillment Notes when Shipping items in Resource Sharing

    It would be nice if pop-up fulfillment notes on an item record were attached to a resource sharing request when an item is shipped, much like the barcode currently does. So if a damaged book has a note saying "Underlining noted," that note would attach to the request record so that the borrowing institution could see it. This would make it easier for the people processing on either end to know whether an item shipped with damage, or a set shipped with a certain amount of items, etc.

    130 votes
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  9. Hold shelf request slip letter - new regex code table to create pickup number based on internal identifier for Resource sharing requests?

    In 2018, a new letter for hold shelf items was introduced thanks to this idea exchange (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32042020-new-letter-for-hold-shelf-slips) It has been very helpful in managing physical item requests, since the letter is customizable.

    We see that improving this letter to also include pickup numbers for resource sharing requests/physical non-returnable. Since these requests do not get a Request ID which then becomes the Additional ID - but rather an Internal ID – the letter could be improved to include a portion of the Internal ID as the pickup number.

    For instance, a RS request has the internal ID 4177325980002286. Following…

    125 votes
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  10. Resource Sharing - Status of Renewed Lending Request not clear

    After Renewing a Lending request the status automatically updates to "Received by Partner" - it would be more helpful if the status updated to 'Renewal Accepted".

    117 votes
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  11. Resource sharing search

    Our Resource sharing staff at Sheffield Hallam University would like there to be an All category in the Find box, as there is under Find and Manage users. This would enable them to work more efficiently and would allow them to interrogate more than one index at once.

    See attached image for a comparison between the two find boxes.

    108 votes
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  12. Allow Fulfillment Network Member (AFN) to lend resources, but not serve as a physical pick-up location for other network members' patrons

    Since some institutions have buildings with perpetual restricted access, we have some AFN fulfillment network member libraries that are willing to send their materials to another AFN member library for pick-up, but, for all functional purposes, they are closed to the public. They don't want patrons from the other AFN institutions to visit their library in person, and thus, don't want patrons from another AFN institution to select their library as a pick-up location.

    This need has been heightened during the pandemic, with more institutions closed to the public.

    We know that turning off all circ desk hold shelves will…

    101 votes
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  13. 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
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  14. Producing the shipping forms by supplier

    Each time a request has been marked "Ship" or "Return", the request details will be collected on a "Shipping Form" (by supplier).

    When ready to ship a package -with returned/requested books- to another library, "print form" will:
    1. Produce a full detailed form to include with the box
    2. Will start a new form for future package.

    80 votes
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  15. 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
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  16. 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:…

    77 votes
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  17. 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
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  18. Resource Sharing Electronic Locate for Borrowing article requests

    A borrowing article request is stopped for local ownership when the library has an electronic database that may have coverage for the journal.

    Currently, the borrowing locate local ownership check does not check the year, volume, or issue in the article request to determine if the library has access to this specific year in the database. The borrowing locate does not check for embargo status.

    Because the citation year is not checked for local ownership, requests are stopped from being automatically sent to lending libraries that have the article. Library staff must spend time checking if their library has access…

    65 votes
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  19. When a patron renews in Primo an item from other institution borrowed by the resource sharing library should create a "Task requiring your..

    When a patron renews in Primo an item from other institution borrowed by the resource sharing library the staff does not get a message of this request. The only thing is that the borrowing request changes its status to "Mediated Patron Renewal"

    58 votes
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  20. 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.

    56 votes
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