Alma
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50 results found
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Configure how an active request is defined in Alma Resource Sharing
Currently a user's request at a borrowing library is considered 'active' until the lending library receives and checks in a returned item. We would like the option of making our users' requests 'inactive' when they have returned the item to our library, even if we haven't returned the item to the lending library.
We have set a limit on 'active requests', and the current definition is penalising our borrowers. They cannot place another request, even though they have returned the item to our library (because the lending library has not checked the item in at their end).
4 votesCompleted as part of January release:
The Active resource sharing request limit policy now ignores active requests which were already returned from the patron to the library, but were not yet returned to the lender.
Please see Alma January release notes for more details:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201901BASE -
Document Delivery - 10 MB Attachment Limit too small
For document delivery (scanning and delivering book chapters and journal articles) the limit is 10 MB. This equals roughly 20 pages of black and white text only on default, low res scanning setting.
For anything in color or with detailed photos we typically cannot send, requiring us to cancel the request and deliver the scan outside of the Alma workflow.
347 votesFor attachment digitization requests, the file size limit was increased from 10 MB to 25 MB.
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Ability to reverse 'completed' requests in Resource Sharing
There are some occasions where we have completed a resource sharing request, and then later realise we aren't actually "finished" with the request.
Even if you change the status to something else (e.g. shipped physically), you are still unable to receive an item on the request number.Would it be possible to create an option to 'un-complete' a request? Which would then give the request all the available options as active requests?
36 votesThe July 2019 release has a feature for ‘Reactivate Resource Sharing Requests’.
For completed peer to peer resource sharing requests, a new row action, Reactivate Request, is available on the Resource Sharing Task List. This action may be used to reactivate a request that has been mistakenly marked as completed.
The option is available on both the borrowing and lending request task list.
For borrowing requests, a temporary item is recreated using the previous barcode with the process status set to ‘In resource sharing’.
For lending requests, the shipped item’s process status is set to In resource sharing and the item is relinked. The request status is Request Reactivated.
See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201907BASE -
Cancellation reason "item already available" added
We often need to cancel interlibrary requests due to that our library already owns the material requested, but there isn't anything that resembles this when choosing a reason for cancelling.
We would like to have this option added in "Cancellation reason" in Borrowing requests.
We would like the new cancellaton reason to be; "item already available".11 votesAs of the February 2019 release, a new cancellation reason ‘Item is already available’ is available. It appears in all request cancellation drop-down lists. See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201902BASE
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Hold Shelf policy for RS items
When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignorelenderdue_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.
This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time…
274 votesAlma now enables users to configure if the Maximum time on hold shelf (Days) for an item to remain on a hold shelf before being returned to the lending library should be based on the request Due Date or the Circulation Desk Hold Shelf Expiration Time.
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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.
8 votesThe expiration date and blocks of the users can now be displayed in the pop up box.
Such as other fields in the pop up, they are visible when enabling them in the ContactInformationPopup mapping table. -
[Alma] - ILL Resource Sharing - allow pickup location other than RS Library for Physical non-returnable requests
Right now Borrowing Request type "Physical non-returnable", which is the one used for document delivery (tipycally a printed copy of an article), allows to choose only the Resource Sharing Library as Pickup Location.
This is a problem, since a user is instead willing to choose the library where the printed copy should be delivered. This is particularly useful when libraries are geographically sparse.
Using a temporary item does not help, since in this case we don't have an item that must be returned (and shipped back to the lender, as it is in the ILL of a book). The user…
81 votesNew Customer Parameter “Primo_VE_photocopy_other_pickup” handles locking the Pickup location field when selecting Photocopy on ILL Primo VE form. Enabling the Customer Parameter will allow choosing location, while disabling it will preserve the current behavior of locking the file to Resource Sharing Library.
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Lending Requests - Display of Article Title on main screen
We would like the the article title to appear on the main screen of Digital Lending requests. Currently the Journal title appears twice e.g. Advances in Health Sciences Education / Advances in Health Sciences Education.
We would like to see: Advances in Health Sciences Education / CASPer, an online pre-interview screen for personal/professional characteristics - instead of pressing Other details.38 votesWhen a lending request is linked to a bibliographic record, the task list now shows the article title (if exists) in addition to the journal title.
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Show partner in lending request list
It would be a nice extension to add a field that shows active partner as in the borrowing request list
This would result in a lot less clicking on the edit button.226 votes -
Converting Borrowing requests into patron physical item requests
We need a better way to convert a borrowing request into a patron physical item request, and then delete the borrowing request.
We often receive borrowing requests from patrons on books which are available in our library, other editions etc. . In those cases we may create a patron physical item request on the local title by clicking "view local", then conduct a search, then place a new request on the local material (note: we here have to type in patron and other data which were already included in the borrowing request), and then go back and delete the original…249 votesAlma February release now supports converting borrowing requests to patron physical item requests.
When a borrowing request is created and a local resource matches the request, if the operator chooses to create a request, the borrowing request data automatically populates the relevant fields in the request and gives the operator the option to cancel the borrowing request.
For more information please see the release notes at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201902BASE -
Show completed requests in RS without having to enter search term
At the moment, completed requests are hidden from records and have to be searched by entering matching search terms. Our ILL staffs are finding facets appearing left to active requests records very helpful, as they reportedly spare staff members' effort and time to enter search terms and go through all the unwanted information. This applies to completed requests as well, as the staffs have to revisit them every now and then. It would be greatly appreciated if completed request records could be seen, limited, searched and browsed just like active requests, without having to enter search terms.
120 votesCompleted Resource Sharing requests are not displayed without needing to search them explicitly.
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Simultaneously reject and complete lending requests
When we digitally ship a lending request, we have the option to tick a box to simultaneously complete the request and remove it from the active worklist.
However, if we reject a lending request, there is no option to complete the request at the same time. We have to do an additional workflow step to complete rejected requests and remove them from the active list.
To solve this issue, a "Complete the request" checkbox should be added to the Reject Request dialog, allowing us to simultaneously reject and complete a lending request.
24 votes -
Lending request can go wrong too easily
As it is now when one is doing more lending request it is too easy to make a mistake. When you chose Ship suddenly we cannot see which document that you are shipping so one can easily believe and chosing a barcode that doesn't belong to that post goes just as swiftly as the one you should have chosen. It is no way of seeing that things have gone terribly wrong.
Then when you try to ship the other using the right barcode that doesn't go and NOW you see something is WRONG, and you have 2 faults in stead…
15 votesSee comment by Asaf Kline
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Ability to Configure Borrowing Requests Status in Primo
The status of borrowing requests is displayed in the user's account (MyLibrary) in Primo. The statuses are not very user-friendly as they are the Alma statuses that are meant for staff. For example, "Locate failed" is quite disturbing for a user to see when checking the status of their resource sharing borrowing request.
We have been told that these values are in a hidden table in Alma and cannot be translated. We would like to be able to configure this table, or be able to map these statuses in a better way.
220 votes -
Automatic transfer of the RS borrowing request cancellation note
Functionality wanted: Cancellation notes in Resource Sharing Borrowing Requests to be transferred to the resource Notes tab automatically.
Currently, cancellation notes in Resource Sharing Borrowing Requests don’t get transferred to the resource Notes tab automatically. However, since it is used in cancellation notification emails for users, ILL staffs should be able to have access to the same information the users see. This is necessary as it will help ILL staffs address user inquiries about the cancellation in a timelier manner when they come up. Otherwise it will take ILL staffs minutes to go through all the related materials before finally…
25 votesThe cancelation reason and cancelation note are included on the resource sharing request history tab as of the April 2019 release. See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201904BASE
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Delay time between receiving an item and sending email notice to patron
We would like to be able to configure the amount of time between receiving an item and sending an email notice for pickup to a patron. We receive items in batch and then file them onto the hold shelves in batch. Some time is need between these batch processes.
Current workarounds include: including text in emails that students might not read or scanning the items through two separate workflows.
Being able to configure the trigger for the email notice would be much better.
414 votesYou can now add a Delay for hold notification (minutes) on either the Circulation Desk – General Information or Library Details pages. When a hold notification is set to be sent to a patron, Alma waits for the delay to complete, then checks to see if the request is still active and if so, sends the hold notification to the patron. If the value is populated for both the circulation desk and the library, the value in the circulation desk is used.
For more information see Alma November release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Alternative process for resource sharing borrowing requests rejected by last partner on rota
This idea is copied from ners request 4995 proposed solution which didn't make the cut-off in the second round of voting.
When a resource sharing borrowing request is rejected by the last partner on the rota the request is automatically cancelled. The proposed solution would mean the request isn't cancelled and then staff can add new partners to the rota or decide to cancel the request if there are no other options for fulfilling the request.
Proposed solution:
A workflow profile option will enable determining whether a rejected request (on the borrower side) will be considered automatically cancelled. Currently, the…107 votes -
Add the creation's hour on borrowing requests
My idea contents 2 concepts :
1) We would like to see the hour when the borrowing request was created.
When we have a lot of requests, we would like to be able to make a choice and treat the older before the newest.2) We would like to sort the borrowing requests by differents ways. Presently the borrowing requests are ranked by alphabetical order of the title.
But when you have a lot of requests, like us, sometimes a new request arrives before that you treated the ancient.
So maybe could it be useful if we could rank the…64 votesIn Alma, the borrowing and lending resource sharing requests lists will now display the time as well as the date in the create and update date
for more information please see Alma March Release Notes at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Improved claiming functionality for resource sharing
There is a need for improving claiming functionality in resource sharing. When items are borrowed by library A from library B, it should be possible for library B to automatically claim library A when lending requests are overdue.
More details in attached file.
224 votesCompleted as part of Alma December release:
It is now possible for a resource sharing lending library that is using NCIP-P2P to send an automatic claim to the borrowing library when the request is overdue. The claim is sent as an email.
For more information please see Alma release notes https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201812BASE -
Ability to sort Resource Sharing borrowing requests and lending requests by Request Date
Currently, the 'Created borrowing requests' list is sorted alphabetically by title. It would be really useful, for when we have a large number of requests, to be able to also sort it by request date.
233 votesYou can now sort the resource sharing task lists, either ascending or descending by title, creation date, update date, or last interest date.
For more information please see Alma November release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes
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