Alma

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  1. Query to patron letter: add the publication date for Document delivery requests

    We’d like to display the publication date in the Query to patron letter also for DD requests. Now we can display the date in the letter only for ILL requests.

    7 votes
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  2. 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.

    7 votes
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  3. RS Borrowing External Resource Search

    We would like to be able to perform Advanced Searches on our External Resources (from the RS Borrowing screen) and not just keyword searches. Alternatively, we would like to define the default search as 'Contains Keywords' instead of 'Contains Phrase'. This would make our searches more accurate.

    7 votes
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  4. 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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  5. 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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  6. Adding notes when rejecting a Resource Sharing partner

    There are two places within Alma where it is possible to reject a Resource Sharing partner - in one place, the internal note is added to the Notes tab of the request; in the other, it isn't.

    We would expect the same action to have the same effect in both places - the fact it doesn't forces the workflow into a less optimal route.

    7 votes
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  7. RS sharing partner list

    Being a library staff member, having role "Resource Sharing Partners Manager", I'm able to obtain a list of resource sharing partners, also including addresses and other important information which may affect RS workflows or communication.

    Having that list at hand, I can regularly check and correct RS partner records, if necessary.

    6 votes
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  8. Shipping cost lender rule partner code prefix

    When setting up the Shipping Cost lender rules, there is no ability to add a rule that allows you to adjust the price based on the partner code prefix. Currently you have to add every partner to that list, and when partners are added or removed you need to manually recreate the parameter list again. (Because you can't edit the parameters, only delete.) Having to manually update these rules is unnecessary work, and the alternative is to manually edit the costs for every partner that doesn’t fit the standard code rules. These issues, and the errors caused by manual editing…

    6 votes
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  9. 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.

    6 votes
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  10. 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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  11. 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.

    6 votes
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  12. 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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  13. [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.

    5 votes
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  14. Automatically add specific blocks to a patron record by type of fine

    We would like to be able automatically add a specific block to a patron record by a type of fine once it as reached a specified amount.

    We have recently set up a new block for oustanding resource sharing borrowing request charges (we charge our patrons for renewals). We would like this to be automatically added to the patron record once the fines `active balance' reaches £13.95 which is the equivalent of 3 renewals.

    5 votes
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  15. Alert RS staff when Shipping a Lending Item that has also been requested by a library

    When there are two requests for a book: one for the RS library and the other for our patron, the RS library is able to ship the item with no limitation and the patron's request is cancelled!! The ides is for the RS staff to be alerted that the book is requested when they ship it, and to answer the question "Do you still want to Ship?" Yes/No? We have also sent a case about this and were told that changing the Pickup Location to "Pickup Anwhere" would prevent the cancellation, however, this is problematic as we do not want…

    5 votes
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  16. 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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  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.

    5 votes
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  18. 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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  19. Make Query to Patron Letter use addressFrom like any other letter

    The Query to Patron letter functionality for Borrowing Requests in Alma has recently been reimplemented to use the standard mail configuration in Alma. By some reason an exception has been made for the "addressFrom" setting, where it instead still uses the default address for the Resource Sharing library.

    This is counter intuitive, as the addressFrom value is still configurable for the letter, only it doesn't have any effect. I'm still surprised my case (#00609529) was identified as a documentation issue and not a bug.

    If you like us has selected to not implement a separate Resource Sharing library, this also…

    4 votes
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  20. Add preferred address to Resource Sharing Shipping Slip Letter

    I suggest that preferred shipping information be added to notificationdata/partnershippinginfolist/partnershippinginfo 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.

    4 votes
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