Alma

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  1. Improve usability of 'Automatically Print Slip' in Resource Sharing

    When receiving Resource Sharing Borrowing items, the 'Automatically Print Slip' option is only remembered for the current session, which leaves this vital function open to error.

    This could be improved in one of the following ways (in order of preference):

    Option 1: Provide a configuration option in one of the code tables to set the default (this would also be desireable for all similar functions elsewhere, such as in RS Lending).

    Option 2: Make the last selected option persist across sessions so our staff can set it once and not have to remember to set it every time.

    Option 3:…

    199 votes
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  2. Create resource sharing integration with DOCLINE

    Create integration for borrowing and lending requests to be pushed/pulled to/from DOCLINE.

    See https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/37290289-alma-to-docline-oai-pmh-integration for holdings integration to DOCLINE.

    33 votes
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  3. Ability to view ISO messages in Lending requests

    We would like the ability to view the original XML/ISO messages sent between lender and requester in our Lending requests. There is information we need that doesn’t display in requests when they come into our system.

    Examples include:

    *Copyright declaration: we need this for copyright compliance reporting purposes

    *Maximum cost: if this doesn’t display, we have to confirm that the requesting library accepts our charges if the cost is going to be over the standard charge

    *Expiry date: the request status changes to Expired if this date is passed, and the request moves on in the rota

    *Need by date:…

    58 votes
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  4. RS Borrowing Requests – changing format before sending request

    We would like the ability to change the format of a request before sending it to a Partner – e.g. from book/book chapter to journal/journal article or vice versa.

    As our patrons don’t always know, or pay attention, to the actual source format, they often submit their requests with the wrong format, which our staff would like to fix before sending to Partners.

    65 votes
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  5. Display of the RS Request Number in the patron's requests tab in Alma and Primo is missing

    We have problems with our communication to our patrons when resource sharing borrowing requests are affected.
    In the requests tab in the patron's account in Alma there is no possibility to display directly the request number (External ID) which is outstanding in the SNLP workflow. The staff at the circulation desk has to click 3 times (place in queue, barcode, resource sharing request) to see the related number to identify the correct borrowing request. After that you have to copy the number to put it in the search box of the borrowing requests after you have chosen the desired search…

    44 votes
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  6. Ability to convert from digital/electronic to physical request

    we have encountered issues when a citation for a digital/electronic request for an article/chapter is either beyond what is permitted within copyright policy or is insufficient to determine what is needed

    rather than cancel the request and have it hit the next institution on a rota, we prefer to be able to to convert the request to physical and route the entire item to the borrowing institution, much like the functionality available in ILLiad

    would it be possible for there to be an option to convert a digital/electronic request to a physical request?

    currently, we are required to close out…

    14 votes
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  7. A borrowing library should be notified when a lending request is put on a waiting list

    Scenario:
    A library receives a resource sharing request (lending request), and the borrowing library asks to be put on waiting list if the wanted item is on loan. When the request is put on waiting list, the borrowing library should be automatically notified. This could for intance be by change of status on the Borrowing request to "In queue".

    277 votes
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  8. Make the email that is generated when an ILLiad resource sharing partner exports a request to a third party customizable

    Unfortunately, ILLiad's email import feature does not always import emails generated by Alma properly. This happens mainly when there is a copyright symbol in the requested item's publication date. Giving us the ability to remove the publication date field from the email generated by Alma would help us manage this issue until OCLC and Atlas Systems can find a proper fix.

    19 votes
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  9. Add scheduled job which Recalculates Rota Assignment on Resource Sharing Borrowing Requests in Locate Failed Status

    We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota unfilled, and…

    81 votes
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  10. Fulfillment Configuration Utility for resource sharing

    I would like Fulfillment Configuration Utility to also work for Resource Sharing. Or a separate service for RS.

    It is invaluable in troubleshooting.

    This service could be a light in the dark cave that is RS.

    9 votes
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  11. Add Job Category as an input parameter for the Borrowing Resource Sharing rule

    Why this is desirable:
    To facilitate personal delivery for a subset of a user group (online or distance learners, for example), Alma needs an additional input parameter in the Borrowing Resource Sharing rule. Due to additional cost implications for these patrons and the delivery of their requested items, we do not want to offer this service to all users with a certain user group. Giving these patrons a separate user group, where all other loan, request, etc. rules are identical other than the personal delivery setting adds an undesirable level of complexity to the existing fulfillment rules and patron groupings.…

    22 votes
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  12. 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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  13. Hold Shelf policy for RS items

    When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignore_lender_due_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 - for…

    245 votes
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  14. 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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  15. Email notification to ISO Partners about Overdue Items

    We would like for the Borrowing Library to receive an email notification (in addition to the patron) when an item is Overdue.
    Since Dec. 2018 this option is available for NCIP Partners, but not for ISO Partners

    8 votes
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  16. 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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  17. Allow personal delivery requests to be converted to resource sharing requsts

    Currently, Alma does not allow personal delivery requests to be converted to resource sharing requests. Library staff have to change the pickup location from personal delivery to a physical library, convert the request to a resource sharing request, and then change the pickup location back to Personal Delivery. Can this be changed so staff can convert personal delivery requests to resource sharing requests without having to change the pickup location?

    7 votes
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  18. 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.

    3 votes
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    0 comments  ·  Resource Sharing  ·  Admin →
  19. Adding a Parameter to Partner Record

    We would like to add the parameter Library Type to the Partners e.g. CL=College Library, UL=University Library, HL=Hospital Library etc..

    26 votes
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  20. Search entry for Resource Sharing Requests must be adjustable

    When working on resource sharing requests lists (lending and borrowing) the first thing to do is selecting another search entry/term, mainly an aspect at the end of the list, to find a special request, because the author ist never the aspect we search for. The list in the pull down menue is hard coded and there is no option to re-order the list as we need it.
    At least we like to achieve that the list starts with the last three search aspects the staff user has used. Alma has to remember them for the logged in staff user similar…

    42 votes
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