Alma

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  1. [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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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 →
  7. 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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  8. Manage Fulfillment Options

    Resource Sharing actions carried out via Manage Fulfillment Options should appear in the Audit tab by date and operator.

    2 votes
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  9. Is there anyway the view of the partners list can be lengthend? at the moment it is set to 20, can it be set to 100+ (we use nearly 200)

    Is there anyway the view of the partners list can be lengthend? at the moment it is set to 20, can it be set to 100+ (we use nearly 200)

    7 votes
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  10. Report on workflow profiles assigned to resource sharing partners

    We would like the ability to report on the workflow profiles assigned to Resource Sharing partners. This would allow us to easily determine the partners which have borrowing and lending workflows assigned as well as easily seeing the particular workflow profile assigned to each, including those which are shared amongst multiple partners.

    At the moment this is checked by selecting each individual partner. If this could be added to the export available on the Tools option in the partner list we could easily retrieve the required information without the need to manually check every partner. This will be particularly useful…

    2 votes
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    0 comments  ·  Resource Sharing  ·  Admin →
  11. Modify the renew request reject note sent to partner for lending request

    When a resource sharing lending request receives a renew request and is rejected, the following note is sent to the partner “Note: Cannot be renewed, maximum renew date DD/MM/YYYY HH:MM:SS AEST was exceeded.” This note is confusing to the partner as the maximum renew date in the note is the date which the request was processed not the due date. In addition, the note implies the renew date of the loan has passed the allowed time, however the renew date has not been exceeded. The note could be improved by simplifying it to say “Cannot be renewed, maximum loan period…

    12 votes
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  12. Easier Navigation when working within a request category

    Having "next request" and "previous request" options/buttons when working within a group/category of resource sharing requests within ALMA (e.g. cancelled by patron/staff) similar to OCLC's Worldshare

    1 vote
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  13. Physically Received Items

    Once a book has been physically received, it would be great if it automatically linked to the the patron account. This would save me an extra step of having to check out the book out to the patron. Thanks!

    2 votes
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  14. Add min-max age filter (eg, 1 week-2 weeks) to resource sharing request

    Our RS requests need regular maintenance. Typically we look at those that are at least 1 week old. The current request filters show all requests up to a week (Today, Yesterday, Three Days Ago, etc., up to a week) or up to a month (same as the other filter, except all the way up to 30 days). It would be nice to ONLY see requests of a minimum age (eg, 1 week and older). And possible a range (min-max slider).

    6 votes
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  15. Renewing resource sharing requests in Lending

    Resource Sharing lending and renewals.
    Currently you can only change the date in the lending side by searching for the barcode in physical items and clicking edit, scrolling down to the date box allows you to update. This information is carried across into the catalogue but not on the lending resource page, we can find no way to manually change here either. It would be great if once the date has been changed in one Resource Sharing area it is displayed in all.

    9 votes
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  16. Delivery Format Codes

    Is there any way to order the delivery format codes, or just have the ones we use regularly. Currently there are several in the drop down list that are not used, there are 14 and we only use 3. It can be difficult to find the one you need sometimes. If we can order them this will stop errors occuring.

    2 votes
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  17. Provide the ability to sort the order of Resource Sharing Requests and General Electronic Services requests.

    Right now he tables which control the orders of requests in the Get It Window are currently not "interdisciplinary", which means that it is possible to sort the order of all General Electronic Services among themselves, all Online Service, etc. But it is not possible to control the complete sorting of services in the ViewIt or GetIt. Would be nice to sort together.

    9 votes
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  18. 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.

    76 votes
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  19. 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.

    8 votes
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  20. Display name of resource sharing partner on Requests page in My Account

    On the "Requests" page in "My Account," for resource sharing requests, display the name of the resource sharing partner once the request has reached the "Shipped Physically" stage. Currently, the "My Account" screen does not indicate the name of the institution that is lending the item (see a screen capture: http://screencast.com/t/aovDseh1). Faculty have requested that the name of the institution be visible in My Account so that they would have an indication of how long it might take for an item to arrive (based on geographic distance).

    Ex Libris confirmed via Salesforce case #00221339 that this change would require…

    9 votes
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