Alma

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  1. Hold shelf request slip letter - new regex code table to create pickup number based on internal identifier for Resource sharing requests?

    In 2018, a new letter for hold shelf items was introduced thanks to this idea exchange (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32042020-new-letter-for-hold-shelf-slips) It has been very helpful in managing physical item requests, since the letter is customizable.

    We see that improving this letter to also include pickup numbers for resource sharing requests/physical non-returnable. Since these requests do not get a Request ID which then becomes the Additional ID - but rather an Internal ID – the letter could be improved to include a portion of the Internal ID as the pickup number.

    For instance, a RS request has the internal ID 4177325980002286. Following…

    118 votes
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  2. Include Fulfillment Notes when Shipping items in Resource Sharing

    It would be nice if pop-up fulfillment notes on an item record were attached to a resource sharing request when an item is shipped, much like the barcode currently does. So if a damaged book has a note saying "Underlining noted," that note would attach to the request record so that the borrowing institution could see it. This would make it easier for the people processing on either end to know whether an item shipped with damage, or a set shipped with a certain amount of items, etc.

    114 votes
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  3. Resource Sharing - Status of Renewed Lending Request not clear

    After Renewing a Lending request the status automatically updates to "Received by Partner" - it would be more helpful if the status updated to 'Renewal Accepted".

    83 votes
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  4. 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…

    83 votes
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  5. Producing the shipping forms by supplier

    Each time a request has been marked "Ship" or "Return", the request details will be collected on a "Shipping Form" (by supplier).

    When ready to ship a package -with returned/requested books- to another library, "print form" will:
    1. Produce a full detailed form to include with the box
    2. Will start a new form for future package.

    79 votes
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  6. Check out an item to a visiting patron's account at their home institution. Direct Pick-up Resource Sharing

    Instead of creating and managing a visiting patron's record, allow libraries to check items out onto their home institutions record. The patron could validate by choosing the institution and having the patron sign in to their account.

    As a patron I could go to any library in my network and easily check out an item there by signing into my home library and checking out the items. Everything checked out would show up on my home library's record and I could return the item either at the lending library or my home library.

    79 votes
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  7. Modifying a partner after recieving a borrowing request should be possible

    In the SNLP workflow the partner changes from the own partner code to the partner who ships the request automatically. Therefore most of the requests have the correct partner when the item arrives at the library.
    So most of the time there is no need to modify a partner and the staff's attention to this attribute is not as high as it is to other attributes of the request. If we observe this AFTER receiving the item, there is no possibility to do so.
    Because we don't know to which partner we have to send back the item after it…

    64 votes
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  8. Resource Sharing Electronic Locate for Borrowing article requests

    A borrowing article request is stopped for local ownership when the library has an electronic database that may have coverage for the journal.

    Currently, the borrowing locate local ownership check does not check the year, volume, or issue in the article request to determine if the library has access to this specific year in the database. The borrowing locate does not check for embargo status.

    Because the citation year is not checked for local ownership, requests are stopped from being automatically sent to lending libraries that have the article. Library staff must spend time checking if their library has access…

    64 votes
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  9. 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:…

    56 votes
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  10. Obligate the user to choose a pick up location in the resource sharing form

    On Renouvaud the users could fill in a form to request an article or a book for the Inter Library Loan.

    But, they don't read all the form and much of them don't choose a pick up location.

    The problem is that if they don't choose one, a "default pick up location" is selected.

    We would like that the drop down menu begin not with a pick up location but a little sentence which ask the user to choose a location (see attachments).

    Thanks !

    55 votes
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  11. Customize display of fields in Alma Article request form

    We would like to display the fields in the Alma article request form in the following order: Journal name, year, volume, issue, pages, article title, article author, and issn - and not in the order these fields are currently hard-coded (e.g. author initials splits volume and issue, and publication date is at the end of the form)

    51 votes
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  12. Allow staff to override auto return when a borrowing request is received after needed by date has passed or request has been cancelled

    When a borrowing library receives a resource sharing item after the request's needed by date has passed, Alma automatically updates the request to returned without displaying any alert. This causes a substantial amount of confusion for staff. We would like Alma to display an alert when a resource sharing item is being automatically returned to the lender because it was received after the request's needed by date. We would also like the opportunity to override this automatic return so users can have the option of using the item.

    Likewise, Alma automatically updates borrowing reqeusts to returned when they've been cancelled…

    51 votes
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  13. 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.

    49 votes
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  14. RS partners search enhancement proposal

    The idea is changing the default of the "Find:" menu on Fulfillment -> Resource Sharing -> Partners.
    Now the default is to "code:" search.
    The default to "name:" search would be better
    Thanks

    41 votes
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  15. Allow AFN resource sharing requests filled outside the AFN to be delivered to the user's preferred pickup institution

    If a user in an AFN requests that a resource sharing item be delivered to an institution other than their home institution, the request must be filled within the AFN in order for the user's preferred pickup institution choice to be honored. If it is filled by an institution outside the AFN, the preferred pickup institution reverts to the user's home institution, and the user is never notified of this change until the item is placed on hold at their home institution. Instead of placing these items on hold at the user's home institution, we would like Alma to put…

    40 votes
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  16. When a patron renews in Primo an item from other institution borrowed by the resource sharing library should create a "Task requiring your..

    When a patron renews in Primo an item from other institution borrowed by the resource sharing library the staff does not get a message of this request. The only thing is that the borrowing request changes its status to "Mediated Patron Renewal"

    39 votes
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  17. Limiting the list of Lending and Borrowing requests to the current Owning library

    When we go to the list of Lending requests or Borrowing requests (either via the Tasks menu or directly under Fulfillment),
    we get requests for both our libraries/campuses. This is the case, even if we have already chosen one of the libraries as our «current location».
    When we choose one particular library as the current location it would be very helpful to get a list of request only for this library.
    As it is now, we need to scroll down at the bottom of the left-side menu to choose the current Owning library.
    Alternatively, if the above solution is not…

    38 votes
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  18. Adding User Type field

    It will be great if the User Type field could appear once you click to see the requester details in a borrowing request in Resource Sharing and in Fulfillment once you click to see who holds a loaned book (Screenshots attached).

    38 votes
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  19. Records in 'Find and Manage Users' should appear while editing borrowing requests

    When editing Request Attribute in Resource Sharing Borrowing Requests, there is a 'select from a list' button next to the Requester field. Upon clicking the button, however, 'No records were found' message comes up. Therefore, in order to find and manage users matching the value, it is necessary to run another search within the 'Find and Manage Users' window. We believe that it will be a lot more time-efficient for ILL staffs if the user records appear right away upon clicking the 'select from a list.'

    33 votes
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  20. Improvement in Borrowing request search

    When searching Borrowing Requests, we would like the ability to make keyword search and to be able to search for barcodes.

    This would enable staff to work more efficiently, since they would have the ability to search across indexes, and search specific requests with a barcode.

    32 votes
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