103 results found

1. when convert resource sharing request to purchase request - having default settings

   Currently when a resource sharing request is changed to a purchase request our doc del team have to change the same settings everytime. It would be better if we could set defaults on this process, so this team doesn't have to keep changing the same settings.

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

2. Allow for multi field searching in Borrowing Requests or a Keyword search that allows you to search patron and request details

   To find a resource sharing request more easily allow searches to be across multiple fields. e.g Robertson cancer nursing. Searching Robertson as the patron and cancer nursing as keywords in the title.

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

3. Reactivate exported borrowing resource sharing requests

   Resource sharing borrowing requests which have been exported to third party broker systems should be able to be reactivated, in the same way as completed requests sent to P2P partners.

   This is needed because we make mistakes! Sometimes a request is sent to a broker by accident.

   We also need to be able to handle workflows which combine brokers and P2P partners. We want to be able to send a request to a broker system, and then if the request cannot be filled via that broker, to be able to return to the Alma request and assign alternative P2P partners.

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

4. Ability to flag a request for further investigation/Make notes visible from request summary

   Currently there is no ability to flag a request for further investigation. This would be useful in both lending and borrowing.

   In lending:
   If an item is being returned and we need to change the call number, if we could flag the item a staff member could look at the notes and make the changes.

   If the item has previously been lost and has been returned. We now need to do further work on the item before it can go back to the shelf. Once again we need to go into the notes to find out what we need to do, who we need to pass the book to etc. Flagging the item would make us look at the notes.

   On these items we can place work orders but it would be more efficient for the item to be stopped before it was returned, rather than wait for the work order to be activated. It would also be an extra step outside of Resource sharing to do a work order.

   In borrowing:
   If a patron wants an item posted, we put this in a note but without a flag to tell us to look there we can miss these notes.
   If a patron needs their document sent to a different email address, we would add this in a note. Again we would miss this if we didn’t have some kind of a flag to indicate that we needed to look at the notes.

   Alternatively if a flag is not possible, could we have the ability to pin/activate a note/s that would make them visible on the front of the request summary. We can add to the request note in borrowing and that will then appear on the summary screen however, this will also be sent to any lending library which would be a privacy issue. There is no ability to do this in lending however.

   Currently there is no ability to flag a request for further investigation. This would be useful in both lending and borrowing.

   In lending:
   If an item is being returned and we need to change the call number, if we could flag the item a staff member could look at the notes and make the changes.

   If the item has previously been lost and has been returned. We now need to do further work on the item before it can go back to the shelf. Once again we need to go into the notes to find out what we need to… more

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

5. Resource Request Monitoring - partner information missing for Lending requests on hold

   When a Lending request is put on hold, the partner information is not visible in the Resource Request Monitoring list. This makes it impossible to check which place in the queue a lending request has.
   We would like the Requester field to to display partner information and be added to lending requests in the Resource Request Monitoring display.

   Please see attachment for screenshots.

   • 

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   Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

   The place in queue is visible when looking at the lending request’s Manage Fulfillment Options page – see https://screencast.com/t/JTWfN4i3v .

   Thanks,
   Moshe

6. Remove Request cost section in Borrowing Request section

   Make the request cost section in the borrowing request section configurable so that it doesn't display. As our doc del team do not need it, as we don't charge customers or partners for doc del.

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

7. 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 the pickup location "RS Library" to appear in the Primo dropdown.

   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… more

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

8. 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 process. Both in staff time and in the time it takes to get the book to the requesting library.

   Having an 'In process' status would indicate the item was worked on and is waiting for a response. It would also mean we could check on it frequently to ensure the request isn't forgotten about.

   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… more

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

9. 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 on a recalled lending request.

   Audun Skorstad
   Unit – The Norwegian Directorate for ICT and Joint Services in Higher Education and Research

   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… more

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   Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

   The lender’s recall options are:

   • Not to recall requested items. This can be done by removing the recall option from the relevant workflow profile.

   • To recall requested items. The new due date will be set as per the recall due date policy.

   In either case, a the borrower request to extend the loan of an item that has been requested by a patron on the lender side will be rejected.

   The only functional implication of recalling without change in due date is the notification to the borrower that the item may no longer be renewed (which is the case anyhow). Do note that a lender’s item may be nonrenewable for any lender internal reason that the borrower may not be aware of.

   The complexity of built-in configuration support for this option (i.e. not via the mentioned workaround) is probably beyond the functional benefit.

   Moshe

10. The Internal Identifier number automatically assigned to Borrowing Requests once they are sent to partner is long and cumbersome

    The number is quite long and my team is having difficulty managing it when looking up requests or spotting it on the in-tray. We've noticed that the first two letters and the final seven are always the same, with the unique identifying numbers in the middle. I'm not sure what the numbers mean, if the stable numbers identify our institution or similar, but could a couple dashes be added?

    i.e. 33-1008366-0002761 instead of 3310083660002761

    Either that or can the Internal Identifier search could be made into a fuzzy/variant search so my team could just search for the seven unique middle numbers?

    The number is quite long and my team is having difficulty managing it when looking up requests or spotting it on the in-tray. We've noticed that the first two letters and the final seven are always the same, with the unique identifying numbers in the middle. I'm not sure what the numbers mean, if the stable numbers identify our institution or similar, but could a couple dashes be added?

    i.e. 33-1008366-0002761 instead of 3310083660002761

    Either that or can the Internal Identifier search could be made into a fuzzy/variant search so my team could just search for the seven unique middle… more

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

11. 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.

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

12. 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

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

13. ALL Lending and Borrowing Letters should include external request id in Email Subject

    Examples where this is painfully missing:
    * Lender Reject Email Letter
    * General Message

    This documentation contains the short list of letters where it is included:

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters
    Configuring Letter Labels
    You configure the labels associated with specific letters on letter code tables.
    Two kinds of data are substituted into, and configured by, the letter XSL (see Customizing Letter XSL Style Sheets) before the letter is sent (to the patron, or the printer, or wherever): labels and XML data. Alma generates dynamic XML data (see Viewing a Letter’s Source XML). Labels are strings of text that you create and translate. Some letters can include the string %reqId% in the description column of the Subject label. This will be replaced with the request’s ID when the letter is generated. The letters that include this option are:
    BorrowerOverdueEmailLetter
    ExternallyObtainedLetter
    FulCancelEmailLetter
    FulOutgoingEmailLetter
    FulRenewEmailLetter
    LendingRecallEmailLetter
    QueryToPatrontLetter

    Examples where this is painfully missing:
    * Lender Reject Email Letter
    * General Message

    This documentation contains the short list of letters where it is included:

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters
    Configuring Letter Labels
    You configure the labels associated with specific letters on letter code tables.
    Two kinds of data are substituted into, and configured by, the letter XSL (see Customizing Letter XSL Style Sheets) before the letter is sent (to the patron, or the printer, or wherever): labels and XML data. Alma generates dynamic XML data (see Viewing a Letter’s Source XML). Labels are strings of text that you create and translate. Some… more

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

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 institution. While the calculated availability shows no items available, I can still technically submit the request form, which results in an immediate cancellation. It would be better if when calculated availability shows no items, the 'REQUEST' button is greyed out / cannot be clicked, and/or have some mechanism to tell users they should try another options (e.g., show users the another configured ILL link).

    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… more

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    Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    The system allows placing a request because it may still be able to fulfill the request by forwarding to a broker system, such as ILLiad. The indication on the form is only about known consortial potential lenders. There may still be an option to fulfill the request via a broker, if you configure one.

15. Autocomplete Alma Resource Sharing form with a DOI

    When a user enters a DOI into the Alma Resource Sharing form we would like to see the form use the DOI to auto-populate the rest of the metadata for the user.
    This is a functionality we have had our users requesting.

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

16. Override Resource Sharing Request Limit

    There is an Active Resource Sharing Request limit, which you set in the Fulfillment rules for your resource sharing libraries.
    However there doesn't appear to be an ability to allow staff to override this limit, which from time to time they need to do.
    I propose that there is a parameter that allows staff with a particular role the ability to override this limit.
    Either something that was set as the default for the Fulfillment Services Manager role, or a block preference that you can override.

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

17. 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.

    10 votes

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    0 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

18. Is it possible to reassign an ILL request to a different library when patron sends a wrong request because he hasn't set his ILL library?
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    1 comment  ·  Resource Sharing  ·  Delete…  ·  Admin →
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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

19. 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.

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    0 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

20. More frequent resource sharing notifications

    Enable the option to send notifications to users who place resource sharing requests for each stage of the process. This will give users a better sense of where their requests are, instead of just sending them into a black hole with no idea when they might arrive. This is similar to the way that online shopping provides notifications for each stage of a purchase, and is something users are coming to expect.

    12 votes

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team