137 results found

1. Add Resource Sharing Partner Setting for ILLiad Cleared Status

   When a library creates a resource sharing partner for ILLiad and checks the Create User in ILLiad box, Alma does not pass a Cleared value in the CreateUser ILLiad API call. This means all ILLiad user records created by Alma need to be manually cleared. Please add a new setting to the ILLiad resource sharing partner type that allows libraries to select a Cleared value of either "No" or "New".

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2. Rapido – Popup warning when local/consortium copy exists

   We have more than 4 millions documents in our consortia, and a Rapido service. Sometimes patrons order a document via Rapido while this document is available locally. This can be choice or an error. To avoid errors, Rapido should display a configurable popup whenever a patron submits a Rapido request for an item that is available in our consortium. The popup would warn the user that a free local loan exists and ask for explicit confirmation before sending a paid ILL request, for example: “One or more copies are available from your library network for free loan. Would you still like to proceed with your interlibrary loan request, a paid service charged according to the fees in the link?” This feature would reduce unnecessary Rapido/ILL costs, promote use of local and consortial holdings, and improve transparency for patrons while preserving their freedom of choice.

   We have more than 4 millions documents in our consortia, and a Rapido service. Sometimes patrons order a document via Rapido while this document is available locally. This can be choice or an error. To avoid errors, Rapido should display a configurable popup whenever a patron submits a Rapido request for an item that is available in our consortium. The popup would warn the user that a free local loan exists and ask for explicit confirmation before sending a paid ILL request, for example: “One or more copies are available from your library network for free loan. Would you still… more

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3. Creation of Lending requests by DOI or PMID

   It should be possible for ILL librarians to create Lending requests received by email from non-Alma Partners by entering a DOI or PMID using Alma Resolver Augmentation.
   This would save the time involved of entering each field manually by copying and pasting.
   The feature already exists in Borrowing but was not developed for Lending.

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4. Add ability to sort by due date

   In certain circumstances, such as when working with renewals or overdue books, we are looking specifically for books with certain due dates. However, currently the system does not allow us to sort sets by due date, and this can make the requests we need to work on hard to find. Adding the ability to sort by due date will save staff time and frustration.

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5. Feature Requests for the NZ Fulfillment Network

   1. Access to Borrowing History Across NZ Institutions
      • Feature Request:
      Enable librarians to view the borrowing history of their university patrons at other NZ institutions.
      • Current Situation:
      a. On Network Activity tab, it only displays current FN loans and current FN requests.
      b. Librarians cannot directly access the borrowing history or detailed transfer records when their patron borrows books from another NZ institution.
      c. Assistance from librarians at the other institution is required, which delays service and limits the ability to provide comprehensive patron support.

   2. Show more information on Network Activity tab
      • Feature Request:
      On Network Activity tab, allow librarians to see (1) the pickup location selected by patrons (2) request queue of that item (3) loan time of patron loan in the format MM/DD/YYYY HH:MM
      • Current Situation:
      a. Patrons occasionally overlook the correct pickup location and arbitrarily select a library, causing confusion at service desks.
      b. Service desks cannot retrieve the patron’s selected pickup location in the system, as this information is only displayed in the patron’s email.
      c. Being able to see the request queue of that item and loan time can make the librarian's workflow smoother.
      d. Additional details are provided in the attached document.

   Many thanks.

   1. Access to Borrowing History Across NZ Institutions
      • Feature Request:
      Enable librarians to view the borrowing history of their university patrons at other NZ institutions.
      • Current Situation:
      a. On Network Activity tab, it only displays current FN loans and current FN requests.
      b. Librarians cannot directly access the borrowing history or detailed transfer records when their patron borrows books from another NZ institution.
      c. Assistance from librarians at the other institution is required, which delays service and limits the ability to provide comprehensive patron support.

   2. Show more information on Network Activity tab
      • Feature Request:
      On Network Activity tab,… more

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6. Allow Resource Sharing Request Owning Library to be Set by Pick Up Location

   The Owning Library designation in a resource sharing borrowing request determines where the lending library will send the item. In most instances it is preferable for the Owning Library and the Pick up Location to be the same - that way, in the case of an institution with multiple remote libraries, the item will be sent to where the patron want to pick it up.

   Out of the box, it is currently it is possible to set a default Owning Library, or else allow the patron to choose the "Owner" on the resource sharing request form. It is also possible to designate a Resource Sharing Library in the user record.

   The first option only works if your institution only has one resource sharing library and delivering to other libraries on campus is not a problem. The second option would require patron training and is unlikely to be consistently correct. The final option, adding a resource sharing library to the patron record can get pretty complicated when working with patron loads. It is also fairly common for a patron to be in a law program, and perhaps get assigned the law library as a RS library, but live near main campus and prefer to pick up their items there.

   I think it would be great if there could be a code table that would allow admins to crosswalk which resource sharing library would be the owner of a request based on the pick up location chosen by the patron. I hope this can be considered for Alma Resource Sharing as well as Rapido.

   The Owning Library designation in a resource sharing borrowing request determines where the lending library will send the item. In most instances it is preferable for the Owning Library and the Pick up Location to be the same - that way, in the case of an institution with multiple remote libraries, the item will be sent to where the patron want to pick it up.

   Out of the box, it is currently it is possible to set a default Owning Library, or else allow the patron to choose the "Owner" on the resource sharing request form. It is also possible… more

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7. Support file exchange via Odyssey

   While we are able to send and receive files with other Alma, Rapido, and RapidILL libraries via RapidX, the resource sharing world is much larger than these three systems. While ExLibris talks about supporting interoperability, we are not yet able to receive files using the file sharing method dominant among our peers, even though its platform is open source. Odyssey is a major player in the library secure file exchange world, and while we stress to our partners that they need to send non-returnables to us via other methods, often folks forget, deliver via Odyssey, and assume the request is filled. As the borrowing library, we don’t notice these files haven’t come through until an unreasonable amount of time has passed and we check in with the other library. Meanwhile, our patrons could have had these files the whole time - and in some cases, by the time we catch it, it’s past the patron’s deadline. Please build in the ability to receive files via Odyssey when using ISO to communicate with other libraries through Alma Resource Sharing & Rapido

   While we are able to send and receive files with other Alma, Rapido, and RapidILL libraries via RapidX, the resource sharing world is much larger than these three systems. While ExLibris talks about supporting interoperability, we are not yet able to receive files using the file sharing method dominant among our peers, even though its platform is open source. Odyssey is a major player in the library secure file exchange world, and while we stress to our partners that they need to send non-returnables to us via other methods, often folks forget, deliver via Odyssey, and assume the request is… more

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8. Improve user blocks functionality to prevent resource sharing requests for users who have resource sharing loans overdue

   Within Alma, it is possible to configure blocks that ensure users who have items on loan and overdue are unable to place any more requests until the items have been returned. However, it isn’t possible to apply blocks in a more granular way, such as to prevent a user who has resource sharing items on loan and overdue from placing any more resource sharing requests. It is not our library policy to prevent users with items on loan and overdue from requesting anything else until they have returned their overdue items, so we cannot apply blocks to encourage people to return their resource sharing items by the due date either. This is unfortunate because additional fees can be payable to some resource sharing partners for late return of their items. We would like to be able to specify in Alma configuration that a user who has resource sharing items on loan and overdue will not be able to place any more resource sharing requests until the overdue items have been returned.

   Within Alma, it is possible to configure blocks that ensure users who have items on loan and overdue are unable to place any more requests until the items have been returned. However, it isn’t possible to apply blocks in a more granular way, such as to prevent a user who has resource sharing items on loan and overdue from placing any more resource sharing requests. It is not our library policy to prevent users with items on loan and overdue from requesting anything else until they have returned their overdue items, so we cannot apply blocks to encourage people to… more

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9. Alma TPRS integration Resource Sharinng - request bib / request fields missing

   Currently there are a number of fields not mapped correctly for TPRS-ALMA integration.

   We would like this to be enhanced. See #08113211

   ====ISSUES==============
   Subtitle field data entered in TPRS not appearing on the Alma side.

   Missing values for Author initials and Additional Person Name.

   (Borrowing) Book Request (Alma borrows from TPRS) - Alma sends Data "Place of publication", this value did not land on (TPRS)?

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10. Separate Default Format Settings for Book vs. Article Requests - Resource Sharing Request configuration

    Separate Default Format Settings for Book vs. Article Requests - Resource Sharing Request configuration

    Summary:

    Currently, Alma does not allow libraries to configure different default Format values (Physical vs. Digital) for Book (Loan) requests versus Article (Copy/Scan) requests in the Resource Sharing Request form. The single “Delivery fields > Format” default applies globally to both request types even though these request types have very different workflows and downstream impacts.

    Problem:

    When the default format is set to Physical (helpful for book requests), article requests originating in Primo can be incorrectly submitted as Loan requests. This causes article requests to enter ILLiad with the wrong request type and results in lost or incomplete citation data unless patrons manually change the format to Digital.

    Leaving the default blank fixes article behavior but removes the ability to default book requests to Physical.

    Requested Enhancement:

    Allow libraries to configure separate default Format values for:

    Book (Loan) requests and Article (Copy/Scan) requests.

    For example, by moving the Format default into the existing Book and Article request field sections.

    Benefit:

    This would ensure accurate request routing, preserve citation metadata, reduce patron error, and support efficient ILL workflows—especially for libraries integrating Alma/Primo with ILLiad.

    Separate Default Format Settings for Book vs. Article Requests - Resource Sharing Request configuration

    Summary:

    Currently, Alma does not allow libraries to configure different default Format values (Physical vs. Digital) for Book (Loan) requests versus Article (Copy/Scan) requests in the Resource Sharing Request form. The single “Delivery fields > Format” default applies globally to both request types even though these request types have very different workflows and downstream impacts.

    Problem:

    When the default format is set to Physical (helpful for book requests), article requests originating in Primo can be incorrectly submitted as Loan requests. This causes article requests to enter… more

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11. Buffer periods for Last Interest Date for Borrowing Requests

    ISSUE: Quite a few of our borrowing requests are getting cancelled automatically by Alma, because people are setting a Last interest date of the same day or the next day. Unrealistic expectations are being created by the Last Interest Date. Yet, staff find it useful to know the Last Interest Date for borrowing requests where the patron indicates a date some time into the future.

    LOCATION: ILL request form, patron facing (e.g. in Primo VE).

    SOLUTION: Allow buffer periods to be implemented on the Last Interest Date. For example, a library may choose to create a 10 day buffer for loans, so that loan requests can't have a Last Interest Date of less than 10 days from the borrowing request date. A shorter buffer period may be selected for copy requests. Flexibility in setting the buffer period should be provided to the Library. (This is exactly how this works in Relais ILL.)

    ISSUE: Quite a few of our borrowing requests are getting cancelled automatically by Alma, because people are setting a Last interest date of the same day or the next day. Unrealistic expectations are being created by the Last Interest Date. Yet, staff find it useful to know the Last Interest Date for borrowing requests where the patron indicates a date some time into the future.

    LOCATION: ILL request form, patron facing (e.g. in Primo VE).

    SOLUTION: Allow buffer periods to be implemented on the Last Interest Date. For example, a library may choose to create a 10 day buffer for… more

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12. Allow libraries to pick which resource sharing requests statuses appear in the Tasks widget

    Not all resource sharing requests that require manual processing (ex. requests in the Mediated Patron Renewal status) appear in the Tasks widget. This can results in requests to not be processed in a timely manner, and it also limits the usefulness of the Tasks widget. We would like the option to configure which resource sharing statuses are shows in the Tasks widget.

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13. Create a way of marking borrowing requests visually for Staff Attention

    Sometimes we receive borrowing requests that need special staff attention when the item is received or returned. Examples include:

    • When the other library is sending an invoice inside the item we are receiving
    • When the other library requests special handling in the use of the loaned item
    • When an item needs to be returned in special packaging or with insurance
    • When an item needs to be returned with accompanying IFLA vouchers
    • When an item has loose pieces which need to be checked for before return
    • When the item received in a request did not come from the active partner

    Student workers process most of our physical resource sharing items, and currently we don’t have an easy and reliable way for the students to see that these items need to be brought to staff attention rather than be processed normally. Our systems librarian has created a Chrome extension which highlights the request row and adds “Note: check with staff when returning” in big letters when we add the label return_attention to the request, but it doesn’t always work, can be broken by updates to either Alma or Chrome without us noticing, and requires our student workers to always use Chrome instead of their preferred browser (spoiler alert: they don’t). We would like to see an official Clarivate way for requests requiring staff attention to be really, really hard to miss so we can ensure that our partners’ materials are treated in the manner they expect when they’re loaned to us. (An image of our Chrome extension at work is attached to this submission)

    Sometimes we receive borrowing requests that need special staff attention when the item is received or returned. Examples include:

    • When the other library is sending an invoice inside the item we are receiving
    • When the other library requests special handling in the use of the loaned item
    • When an item needs to be returned in special packaging or with insurance
    • When an item needs to be returned with accompanying IFLA vouchers
    • When an item has loose pieces which need to be checked for before return
    • When the item received in a request did not come from the active partner

    Student… more

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14. Limit number of resource sharing partners in a borrowing request's rota

    We sometimes see instances where a problematic resource sharing requests are sent to dozens of partners before they're cancelled or go unfilled. It would be very helpful if we could somehow limit the number of partners that appear in a request's rota. Since we would always want to include a lender of last resort like ILLiad or WorlsShare ILL as the final partner, it would probably be best to allow us to limit the number of partners from a specific rota template that can be added to a rota.

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15. Add a user parameter to the copyright rules for accessibility

    We work closely with our Student Accessibility Support office with particular regard to our students with print disabilities. Students let that office know that they opt-in to disclosure of their name to the library, so when it comes to digital access rights, they have elevated permissions. This impacts any in-copyright materials that are digitized solely for accessibility as well as items we have in controlled digital lending.

    To complement what we have done with regard to digitized materials in our catalog, we would also like to add a parameter to the copyright rules so when these patrons make chapter or article requests, they can also bypass the normal United States copyright rules as allowed under the Chafee Amendment (17 U.S. Code § 121) since they have a documented accessibility need. Since resource sharing staff do not have an easy mechanism to know which students have print disabilities, without such parameters in place these students are denied scans to which they are legally entitled and which they need for their education.

    We work closely with our Student Accessibility Support office with particular regard to our students with print disabilities. Students let that office know that they opt-in to disclosure of their name to the library, so when it comes to digital access rights, they have elevated permissions. This impacts any in-copyright materials that are digitized solely for accessibility as well as items we have in controlled digital lending.

    To complement what we have done with regard to digitized materials in our catalog, we would also like to add a parameter to the copyright rules so when these patrons make chapter or… more

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16. NZ and IZ environment: deletion of electronic collection in IZ should also delete records from NZ

    NZ and IZ environment: deletion of electronic collection in IZ should also delete records from NZ

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17. Shipping Cost Lender Rules - Partner Organization Type

    It would be great if ‘Partner Organization Type’ could be added as a parameter in the ‘Shipping Cost – Lender Rules.’ This would allow us to set the Partner Organization Type for new partners instead of having to select each new partner individually.

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18. Hide Resource Sharing request button from all Primo records in a particular Primo View/Alma Campus

    We wish to hide the Resource Sharing request button from appearing on all Primo records when viewed by a particular Primo view/Alma Campus.

    We can currently set Discovery Interface Display Logic to "Hide service Resource Sharing Request" at the Institution level - which achieves what we want, but unfortunately blocks Resource Sharing requests on all of our Alma Campuses/Primo Views.

    We would like to be able to configure the Discovery Interface Display Logic to "Hide service Resource Sharing Request" at the Campus Rules level, and thus achieve the above goal.

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19. Resource sharing Rapido - matching process on 035 to allow for more granularity

    When our users place a document delivery request or another library places a borrowing request for one of our items the system can look at System Control Number which includes OCLC number. This is good. If user has an OCLC it helps to ensure we are pulling the exact right item. But this includes anything in the 035 field. Currently we have the bib numbers from our previous system in the 035 which is standard practice. The system is matching on this number. This causes confusion and delays with requests. It would be helpful to be able to configure it so it only looks at the OCLC number in the 035 or at least allow the library to configure for themselves what data in that field should be looked at.

    When our users place a document delivery request or another library places a borrowing request for one of our items the system can look at System Control Number which includes OCLC number. This is good. If user has an OCLC it helps to ensure we are pulling the exact right item. But this includes anything in the 035 field. Currently we have the bib numbers from our previous system in the 035 which is standard practice. The system is matching on this number. This causes confusion and delays with requests. It would be helpful to be able to configure it… more

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20. Allow Resource Sharing Request status as displayed in user account to be customizable

    When viewing resource sharing requests in a patrons account the system truncates the request status description. For example status of Ready to be sent is truncated to Ready. Desk staff (not always those who work directly with RS requests) see Ready they assume the item is available for pick up. While we can train staff given the large number of staff and turnover, ensuring everyone knows and retains the information about what those truncated status descriptions mean is a nearly impossible task. We would like to be able to customize the display for our library to use language that makes sense to us.

    When viewing resource sharing requests in a patrons account the system truncates the request status description. For example status of Ready to be sent is truncated to Ready. Desk staff (not always those who work directly with RS requests) see Ready they assume the item is available for pick up. While we can train staff given the large number of staff and turnover, ensuring everyone knows and retains the information about what those truncated status descriptions mean is a nearly impossible task. We would like to be able to customize the display for our library to use language that makes… more

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