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Alma

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108 results found

  1. Allow transferring a recall to the next eligible item without placing a new request

    In the event a patron with a recalled item has extenuating circumstances that prevent the item's timely return, it would be helpful to pass the recall process to the next eligible item in the holding, e.g. the next oldest loan. Currently, we are only able to extend the due date of the current loan, and advise the requesting patron to cancel then re-request the item - this would cause issues if there is a queue of requests for the item, and we would like to be able to "bump" the chain of requests down if possible.

    28 votes
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  2. Allow patron to choose whether to recall or just place a hold

    It would be great to offer the patron the choice of whether they want to be "put on the list" for an item when they place a hold, or they want to recall that item because they need it quickly.

    24 votes
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  3. User information in Print slip report

    We are currently using the print slip report for our click and collect service but for us it is missing some vital user information around the requester. We would like to see the primary identifier in the report. We tried to deal with this in analytics but we also require the item barcode and this caused problems where there are multiple items under a title. The print slip report contains all the information (including the multiple barcodes) we need except for more extensive user information to help staff deal with this off site. The name is not enough, particularly where…

    21 votes
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  4. Add Requester Name and Requester's ID on Pick up from Shelf export list

    Add Requester Name and Requester ID on Pick up from Shelf export list.

    21 votes
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  5. Confirmation Notice for Curbside Bookings

    Alma has allowed for the Booking Request feature to be set-up and modified as a means to provide curbisde service or make appointments. However, it appears that no letter exists to confirm the appointment day/time with the user, which would be most helpful in providing user instructions, cancellation information, contact numbers, etc. I propose that this letter be added to enhance communication and expectations especially during this challenging time of changing services and delivery options. Thank you!

    19 votes
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  6. Change / improve the Booking process for staff and patrons

    Hi all,

    We wish to submit a proposal to change the current booking process for staff creating a booking request in Alma AND for patrons creating their own bookings in PRIMO VE.

    Now, Alma’s option to submit ‘’ Booking ‘’ requests requires us to first search an item, select it and then enter booking times for each piece of equipment desired, which is very time consuming.

    When patrons book equipment, they often need up to 10 or more pieces of equipment for the same booking period. This is quite inconvenient and increases the risk of mistakes in the process.

    In…

    19 votes
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  7. Need item-based request priority

    We need to be able to configure a request TOU which allows to define an item-based request priority, based on item policy. When there are two identical items available for requesting, I want to indicate to Alma which one to prefer.

    We have a library responsible for legal deposit. Of all documents of legal deposit, we have two items, one which can be requested for the reading room, the other which can be requested for loan. When a patron places a request on the holding, Alma decides randomly which one of the items to provide.
    We would like to configure…

    18 votes
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  8. Monitor Requests & Item Process Activity Status Filter

    Add Activity Status: Rejected to "Monitor Requests & Item Processes"
    It would be extremely helpful to have the Activity Status Rejected on the "Monitor Requests & Item Processes" Activity Status Filters. If it could be added as an option with Active, Completed and All, that would remove a ton of extra time and labor for our fulfillment processes.

    18 votes
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  9. Ubicación temporal no prestable. Gestión de reservas

    Al escanear un libro con reserva, ubicado en una localización temporal, Alma automáticamente activa la reserva y envía un correo electrónico al usuario, indicando que el libro está disponible en el estante de reservas activa.
    A pesar de que la política de préstamo configurada para dicha ubicación temporal no permite realizar el préstamo.

    Solicitamos que cuando por política de préstamo, no sea posible realizar el préstamo de un libro reservado, no se active la reserva y no envíe correo electrónico al usuario.

    18 votes
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  10. Prioritize requests by location or fulfillment unit

    When a user submits a request at the title level in Primo VE there should be a way to prioritize certain items in a holding by location or fulfilment unit. For example, if a book has copies available in a circulating location, but there are also copies available in a non-circulating collection that is managed by a Reading Room desk, the circulating item should always get priority.

    17 votes
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  11. Generate alert when patron places request for print book that is available as an ebook.

    Alert a patron to the availability of an ebook when they place a request for the same title as a print book.

    16 votes
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  12. Improvements to Pick From Shelf list needed

    Currently our staff spend too much time managing requests. Improvements to the interface for Pick From Shelf would help in some of these cases. We would like to see:

    1. A search box.

    Very often we need to target a particular request, a task made more difficult by less than ideal facets (see #2). Search functionality exists under Monitor Requests & Item Processes, but not all options for handling requests are available in that view (such as "Skip Location").

    1. Better facets.

    Two of the facets available in the Monitor Requests & Item Processes view would be great for Pick from Shelf:…

    16 votes
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  13. Differentiate “regular” Hold Request and Interested User Request or Change “Interested User Check” Order

    Because Alma does not have the granularity to separate an Interested User request and a regular hold request, our Interested User hold process does not work.

    When the “Non-Requestable Processes Fulfillment Unit Rule or Change Order” is configured to prevent “in process” items from being requestable, any items that have an Interested User that are in our Technical Services Work Order are treated as “in process” and therefore, the interested user request is blocked. While we do not want most “In Process” items to be requestable, we do want our Interested User requests to be fulfilled.

    Because of this configuration,…

    15 votes
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  14. Lead time for booking requests

    We use the Reading Room functionality for our Rare Books and Special Collections items. These items are not on open shelves and are securely stored with access only available to staff to retrieve items. Currently there is no way to specify a lead time between making the booking and the start time of booking (ie. you can make a booking for an item at 10am, with a booking start time of 11am that same day). Staffing levels, item availability and item condition can sometimes mean that items are not available for use immediately (if at all), which creates problems for…

    14 votes
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  15. Enable 'School' address to be used for Personal Delivery

    Currently, only addresses of the 'Home' and 'Office' Address Types can be used for Personal Delivery. Consequently, we can't use Personal Delivery and have to rely on a local workaround instead.

    We would like to see 'School' addresses usable for Personal Delivery, with options in the Request Terms of Use to enable us to show only the Address Types that we use and therefore that we want our users to be able to see. E.g. we use 'Home' and 'School' but not 'Office', so we don't want our users to be able to choose that option.

    Also, when the request…

    13 votes
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  16. Add seach box to Active Hold Shelf

    We often have 1500+ items on our Active Hold Shelf. While we have the ability to sort, this does not help much when we are looking for a particular item. A search box would allow us to locate an item easily without clicking through page after page.

    13 votes
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  17. Improve discoverability of rejected requests in the Monitor Requests page

    We often have to locate cancelled patron physical and digitisation requests in the Monitor Requests page. However, these requests are difficult to locate as they can only be retrieved by Title (a non-unique field) and cannot be filtered or sorted.
    Please add:
    -A filter for request status which includes 'rejected'
    -The ability to sort requests by date created or date updated so that recent rejected requests can be seen at the top of the page
    -retain the requester id. The main search term we use to locate a rejected request is the requester name or id. However this is removed…

    12 votes
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  18. Ability to assign fulfillment proxy to existing users

    We recently tested the fulfillment proxy feature as we have a few departmental workflows we have been using shared internal accounts for. We find the functionality to be the inverse of what we would like to see. For example, we have about 10 users who place RS requests for the law review. We would like to add the fulfillment proxy to these existing user rather than making them new internal accounts.

    12 votes
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  19. Add task list- item request be rejected or be cancelled and become to "transit"

    found that when the request(any request) is rejected in any way (by patron or librarian) the item's next step is "Transit", but there do not have task or list to let the librarian know.

    it will cause these items stuck in "Transit" until someday we need them.

    If we can add the task list to let the librarian know which item we should handle it should be better.
    (according to case 06525736 )

    11 votes
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  20. Monitor Requests Workbench: export

    When exporting (digitization) requests via the Monitor Request Workbench, we would like an overview containing also the specific request info (chapter title, pages...). The latter info can now only be obtained by manually clicking on "Edit" per request and this is only possible for active requests. For multiple digitization requests on 1 item, it is useful have all desired pages/titles exported in one overview for swift handling. Also for completed requests, it is valuable information to have all requested pages/titles in one overview.

    Desired export:
    - request ID + request info
    - all requests (not only active)

    11 votes
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