Alma

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  1. Alma RS Borrowing - view the patron ID (primary identifier) number in the main body of a borrowing request

    When you edit a borrowing request you can't see the patron ID number in any of the fields. It is only seen when you come out of editing a request and view the details next to the Request name. It should be seen with the request information.

    5 votes
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  2. Request status "Pending" and "On Waiting List"

    Add statuses to resource sharing borrowing request status field

    Is it possible to add two more statuses to the drop-down list for the Request Status field in a resource sharing borrowing request? We would like to add “Pending" and "On Waiting List".

    5 votes
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  3. New fields on Alma screens missing from Primo RS form

    In the December 2017 enhancement, the fields Chapter Author, Chapter Title, and Editor were added to the Alma Resource Sharing screen and Chapter was renamed Chapter Number.
    However, these fields were not added to the Primo Resource Sharing form, which means all the details must be entered in one field such as. Chapter details: title, author, number.
    As most Resource Sharing requests arrive via the Primo form, it would be helpful if EXL fixed this too.

    1 vote
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  4. Requester's Expiration date and ***** status - to add to the requester's pop-up box

    When processing RS borrowing requests it would be useful to know a Requester’s Expiration Date and their ***** status without checking their account. I would like to suggest that these two pieces of information are added to a Requester’s pop-up box at the RS borrowing request.

    5 votes
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  5. Optionally expose user groups to fulfillment network

    We would like to circulate items to fulfillment network member patrons based on their user type in their home institution.

    This means that the linked account rules need to be based on Source Institution + Source Institution User Group.

    This could be made an optional feature so that Fulfillment networks that did not want to share that level of detail didn't have to.

    1 vote
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  6. Physically Received by Library

    It should be possible to change the status of a Borrowing Request to Digitally Received by Library from Physically Received by Library or vice-versa, if the wrong Format was received. Currently, it is impossible to create a barcode if the item was Digitally Received.

    17 votes
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  7. Display of actions on Borrowing screen

    We would like to change the order of the actions on Borrowing requests. Currently the order is:
    Duplicate, Send, Send Query to Patron, Request Renew, Receive, Edit Shipping Cost, Recall, Return, General Message, Reassign.

    We would like to split Send and Send Query to Patron.
    A possible solution is to change the name to: Patron Notification or Notification to Patron.

    Thanks

    5 votes
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  8. In Cataloging/Authorities, indicate if subject is divisible by place ($z) in the Authority record

    In cataloging, when we look at an authority record (in the community zone) we need to know if the subject heading is authorized to be subdivided by place, for example ($z California $z San Francisco)

    1 vote
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    0 comments  ·  Resource Sharing  ·  Admin →
  9. Fields in Locate Profile

    Automatic location of Borrowing items would be more effective if Keyword and Year were available in the Locate Profile.

    1 vote
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  10. LENDING BEING PROCESSED

    We would like Digital Lending Requests to be automatically updated to Being Processed once the slip has been printed - in the same that way Physical Lending Requests are updated to Being Processed once a hold has been placed via Manage Fulfillment Options. At the moment they have status Created Lending Request - which means we have to change the status manually.

    3 votes
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  11. [Alma] - resource sharing form - explicitly accept conditions

    In the Resource Sharing Form right now there is neither nothing remembering the user of the conditions for the ILL service nor a check box meaning their acceptance.

    It would be better to have a mandatory check box to click to grant acceptance of the conditions and a link to an external webpage summarizing those conditions.

    7 votes
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  12. Enhance Holdings Records Mapping to include the 007 field and other control fields

    Enhance the Holdings Records Mapping feature (new as of March 2018) to include adding 007 fields and other control fields during the import process. Per SalesForce case #00525849, this new feature currently only works with data fields (non-control fields).

    4 votes
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  13. Resource Sharing - display Primary Identifier in Requester pop-up in the Request - Edit

    As a librarian processing RS requests, it is useful to be able to see the patron's Primary Identifier when I am editing a request. I can copy this to quickly check a patron's account in Fulfillment.

    This information used to be available and is visible in the patron pop-up in the Requests list.

    4 votes
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  14. 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.'

    36 votes
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  15. Automatic selection of "Complete the request" when shipping Lending Digital requests

    For Lending Digital requests, could the "Complete the request" be automatically selected when we ship an item (or maybe the recent choice remembered) – so we don't have to select it each time we supply an item?

    1 vote
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  16. Borrowing request - "save and edit" button for all requests.

    Now "save and edit" is only an option for the borrowing req. made manually, would be helpful option for all req.

    3 votes
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    0 comments  ·  Resource Sharing  ·  Admin →
  17. Make personal delivery labels in Resource Sharing request form configurable

    We have had many complaints from users who don't understand what Work Address means in the pickup/delivery location drop down menu in the resource sharing form, or they don't even see it.

    We much prefer the layout within the patron physical item request form where home and work address are separated from Library pickup locations under a personal delivery heading and where we can customise the labels for Home and Work Address.

    Please make the same functionality available in the resource sharing request form so that we can make all of our request forms a consistent experience for users.

    3 votes
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  18. 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…

    37 votes
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  19. Prevent RS requests from having a queue of requesters

    We have noticed some Resource Sharing requests appearing in the Activate Next tab on the Expired Hold Shelf (Fulfillment). Activate Next activates the next request in the queue, which cancels the first request and makes the item available to the next requester. However, within our workflows Resource Sharing requests don't have a queue of requesters. If the request automatically goes to the another patron, the next patron will not have signed the copyright declaration.

    2 votes
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  20. Display 245 subfield "p" in "Additional descriptive information" for Electronic Collection

    “Additional descriptive information” is now displaying subfield 'a' only without subfield 'p'. It is impossible to check whether it is correct or not by the name if there are few bibliographic records which have the same subfield 'a'.

    1 vote
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    0 comments  ·  Resource Sharing  ·  Admin →
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