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1691 results found

  1. ILL cancel/reject workflow - "Lender Reject Email Letter"

    ILL workflow scenario of a library with several sublibraries.
    - Step 1: The (central) Resource Sharing Department creates a fulfillment request to receive a book from a sublibrary (to be sent via interlibrary loan).
    - Step 2: The sublibrary can not or will not send the book and therefore the sublibrary cancels the request. This also triggers a "Lender Reject Email Letter" to ILL partner.

    However, the fulfillment request cancellation form only provides these fields:
    - Cancellation reason
    - Cancellation note

    But a "Lender Reject Email Letter" needs the following fields:
    - Reject reason
    - Note to partner

    The "Cancellation…

    32 votes
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  2. Add the Inventory price, Receiving date,Inventory date fields on the output results display

    It is important for the acquistition staff to add the following items to the display options based on the output results display retrieved by the physical item:

    Receiving date
    Inventory date
    Inventory price

    32 votes
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    0 comments  ·  Other  ·  Admin →
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  3. Ability to aggregate claims to one vendor should be made available for Legal deposit

    For the acquisition method “Purchase” the letter “PO line claim letter” is used, for the acquisition method “Legal deposit” and “Legal deposit - without letter” the “Legal deposit claim letter” is used. For the “Purchase” acquisition method an additional claim letter is available “PO Line Aggregated Claim Letter”, which in the event of there being more than one claim to the same vendor aggregates these into one letter. The same is not available for legal deposit. This means that when we have one large vendor (ex: supplier delivering on behalf of many different publishers), which is common for legal deposit,…

    32 votes
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  4. Display "Bibliographic Rank" for Electronic Collections IZ/NG

    In the November 2023 Alma release, "bibliographic rank" information displays for Community Zone collections (please see attached screenshot and https://ideas.exlibrisgroup.com/forums/308173/suggestions/39648964) but this information does not display for Community Zone collections activated in the Institution Zone/Network Zone.

    This makes it more time consuming to evaluate the bib record quality of collections already activated because one would need to search for them one by one in the CZ.

    Please display "bibliograpic rank" for all elections collections (CZ and local too if possible) in a library's Institution Zone and Network Zone and also make this data available in Analytics so reports can…

    32 votes
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  5. Display collection "Public Name" instead of "Public name (override)" in Import Profile Details

    We repeat the use of "Public name (override)" to aggregate several local collections under the same heading in our discovery layer. In the example I am dealing with, we use "Project Muse eBooks", but have separate collections for each year of titles. The import profile that we use to load these titles displays the override name, which means that I am unable to tell which collection we are loading into without editing the profile and selecting a collection anew.

    I would love it if we could use the "Public Name" of the collection in Inventory Information tab of the import…

    32 votes
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  6. Need Number of requests and clickthroughs per service type in Alma Analytics

    In Alma, we have General Electronic Services (GES) for ReprintsDesk. ReprintsDesk is our document delivery provider. The ReprintsDesk GES appears in the services window in Primo or when linking out from a database. If there is no full text found, the patron can request the article via ReprintsDesk. I need to get statistics for each quarter on how many times the GES was clicked.

    In SFX, we ran a query for the number of document delivery requests. It was in the SFX query "Number of requests and clickthroughs per service type” and the service type getDocumentDelivery. We need the same…

    31 votes
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    0 comments  ·  Analytics  ·  Admin →
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  7. Metadata editor Browse Shelf List forward/back buttons should be bigger or easier to distinguish.

    The browse shelf list / call number browse feature is very difficult to use for actual browsing because the forward and next buttons are minuscule. They are not actually buttons, just the less than or greater than sign without borders. I frequently hit the wrong part and end up going back when I wanted to go forward. It's a really small target that calls for high-precision mousing.

    Requested improvements:
    1) Allow keyboard shortcuts for navigating to previous and next sections of the browse list.
    2) Create borders/margins around those buttons.
    3) Add mouse-over text showing previous/next so that if you…

    31 votes
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  8. Automatic Loan Renewals-needs more options

    Could you add the ability to configure automatic loan renewals by physical location within a library? We have some locations we would like to have auto renewals for and some that we do not.

    31 votes
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  9. Don't Require Clicking 'Done' to Trigger Loan Receipt Notices

    Currently, staff need to click done after checking out items to a patron to trigger loan receipts. This is an unnecessary step and should be eliminated. Instead, trigger receipts when an item is checked out, much like how returned item notices are triggered.

    31 votes
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  10. Block the patron (several days) if they do not pick up a physical item that was requested and that they have reserved on the hold-shelf

    Create a new TOU request type Policy type to sanction the not pick up of the item from the hold-shelf

    31 votes
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  11. 'Undo Last Action' option for Resource Sharing requests

    Many times, our library staff accidentally choose an unintended Resource Sharing status or scan the wrong barcode when shipping material. They either realize the error too late, or they instantly regret the results of the status change.

    Currently, there is no good way to undo this type of unintended error for both partners. Manually changing the status only changes it on your end, not the partner's end, which throws off the entire workflow. This usually forces the partners to create brand new requests in order to finish circulating the material. This is more work for everyone involved and throws off…

    31 votes
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  12. Prevent the reservation of items from other libraries if material exists on the user's campus

    By default, Alma allows the user to request material from any of the libraries registered in the system.

    For us this is not always desirable, because in certain cases the library where he can request the material is located hundreds of kilometers from where he is, and the transport of this material becomes difficult and time-consuming.

    This is especially problematic when the material exists in the library/campus where that user is registered. The requested item would take longer to arrive from somewhere else than if he waited it to be returned to his campus.

    To solve this, we would like…

    31 votes
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  13. Add free/not free information about collections

    Currently through Analytics it's not possible to create a report on collections with the information: "Is free?" and "Is Free? (override)".
    It is just possible to find "Service is free" and "Service is free (override)" fields, that exclude all collections that don't have any services, such as databases.
    We propose to add fields "Is free?" and "Is Free? (override)".

    31 votes
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    1 comment  ·  Analytics  ·  Admin →
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  14. Enable Advanced search for borrowing and lending requests

    Currently Advanced search is not available for Borrowing and Lending requests. The current Alma persistent search box does not provide Resource sharing staff with sufficient access to perform multi level queries.

    Direct searching in Alma via Advanced Search would allow staff retrieve specific data such as:
    - requests submitted by a specific person and supplied by a specific partner
    - requests submitted for Leganto course lists supplied by a specific partner.
    - a list of all borrowing requests supplied to a user for copyright compliance reasons

    This functionality would be very useful and time efficient.

    31 votes
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  15. Add Library Filter to Create Fulfillment Sets

    The Create Fulfillment Sets functionality would be so much more useful if we could choose to create sets by Library rather than by the whole institution.

    It's a very rare case to want to see Overdue, Lost, or Claimed Returned items for a whole institution and having to export the data into a spreadsheet in order to filter the results is very time consuming.

    31 votes
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  16. RS Borrowing Requests - search by 'Old value' 'External ID'

    'External ID' identifying reference numbers, are not fixed in Alma Resource Sharing. They can be overwritten by third parties, e.g. The British Library, RapidILL, and once overwritten, the previous External ID cannot be used to search for the request. However, the former identifier still appears in the 'History' tab of the request under 'Old value', so they are still somehow attached to the record. It would be great, then, if Ex Libris could enable search by 'History' or 'Old Value', so that if the number has been changed by a third party, we can still easily locate it with the…

    31 votes
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  17. Move unified PO Line Task popups

    In the new unified PO Line Task List view, after an action is complete and an alert that it succeeded (green with a check) or failed (red with an X) pops up. This alert is anchored to the right side of the screen and multiple alerts align vertically. However, since the new view doesn't have the column on the right side of the screen, the popups' location on the right side of the screen means that any time something pops up, it blocks actionable buttons (such as edit button in a POL submenu, seen attached), requiring that we either wait…

    31 votes
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  18. Enable creation of individual patron blocks for loans of specific material types

    If an institution needs to prohibit an individual user from borrowing a particular type of resource temporarily, e.g. placing a temporary ban on laptop loans for that person, then there is no way to block them from borrowing items of that specific material type without preventing them from borrowing everything else as well. As a result, we are unable to apply blocks in exceptional circumstances, such as with our laptop loans service, because the block would be disproportionate and prevent the user borrowing any physical items at all. The only workaround would be to have a ‘Blocked’ user group configured…

    31 votes
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  19. Remove "Reading lists - unassigned" from the Tasks panel

    Our Course Reserves > Reading Lists workflow does not include assigning the lists to any particular person. We would like to have unassigned reading lists that are completed removed from the tasks panel.

    30 votes
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  20. Re-loan should not cause automatic renewal of items already on loan

    When loaning an item to a patron, who has this item already on loan, the system automatically renews the loan (if possible). An option in configuration is needed to suppress this automatic renewal for the following reason: too many errors occur, when the item is automatically renewed. If the patron intends to return the item and the circulation desk operator by accident scans the item for loan, then the item is back in the library stacks but by accident renewed for the patron (who will get claimed!).

    30 votes
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