Converting Borrowing requests into patron physical item requests
We need a better way to convert a borrowing request into a patron physical item request, and then delete the borrowing request.
We often receive borrowing requests from patrons on books which are available in our library, other editions etc. . In those cases we may create a patron physical item request on the local title by clicking "view local", then conduct a search, then place a new request on the local material (note: we here have to type in patron and other data which were already included in the borrowing request), and then go back and delete the original borrowing request.
The above-mentioned workflow would be much more efficient if data like requester, request note etc. are automatically transferred from the borrowing request when converting it to a local request. In addition it would be helpful if Alma could ask the operator whether he/she would like to cancel the borrowing request as soon as the new local request has been created.
Alma February release now supports converting borrowing requests to patron physical item requests.
When a borrowing request is created and a local resource matches the request, if the operator chooses to create a request, the borrowing request data automatically populates the relevant fields in the request and gives the operator the option to cancel the borrowing request.
For more information please see the release notes at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201902BASE
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Anita Ellerås commented
Dear Moshe,
We are looking forward to get this functionality in Alma. Do you know when this functionality will be implemented?
Kind regards
Anita Ellerås
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Bronwen Blatchford commented
Hi Moshe, we would support converting patron digitization requests into patron physical items requests too and vice versa. We will be launching our digitization service soon and I envisage we will get a fair few patron physical item requests (and general hold requests for items without barcodes until François's idea here is supported: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32706025-placing-digitization-requests-via-primo-on-holding) which should be digitization requests. As François says, the ability to switch between all request types would provide a smooth workflow and save a lot of time. Diolch/thank you.
Bronwen
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Rashmi commented
Hi Moshe,
Would this also include converting a resource sharing copy request into patron digitization request?
Rashmi
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François Renaville commented
Additionally, it would also be very practical to convert a Patron Digitization request into a Patron physical item request. For copyright reasons or because digitization may not be appropriate, we sometimes cancel patron digitization requests and create then a physical item request from scratch. Switching from one request type to another (whatever the type may be!) would provide a smooth workflow for staff and be benefit to patrons.
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Daniel George commented
This would save alot of time and better serve our patrons. DG
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Anonymous commented
Supported
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Anonymous commented
Supported ;-)
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Turid Næss commented
Supported