Alma

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  1. Ship digitally

    We find the digitization workflow for Resource sharing tedious, and would like to have a shortcut directly from action menu, like for item and non-returnable.

    This would be a new action from the Lending request: Ship digitally.

    From there you should get the option to add a file, and ship it digitally to Borrowing library.

    Please see attachment for illustration.

    380 votes
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    • Document Delivery - 10 MB Attachment Limit too small

      For document delivery (scanning and delivering book chapters and journal articles) the limit is 10 MB. This equals roughly 20 pages of black and white text only on default, low res scanning setting.

      For anything in color or with detailed photos we typically cannot send, requiring us to cancel the request and deliver the scan outside of the Alma workflow.

      314 votes
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      • 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".

        220 votes
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        • Resource Request Monitoring - partner information missing for Lending requests on hold

          When a Lending request is put on hold, the partner information is not visible in the Resource Request Monitoring list. This makes it impossible to check which place in the queue a lending request has.
          We would like the Requester field to to display partner information and be added to lending requests in the Resource Request Monitoring display.

          Please see attachment for screenshots.

          171 votes
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          • Calculation of due date for recalled lending requests should be consistent with fulfillment loan recalls.

            When setting recall period on a fulfillment loan to "No recall due date", the original due date is kept, while renewal of the recalled loan is blocked.

            For some reason, a different logic is applied to lending requests. Setting "No recall due date" as the recall period policy for lending requests, results in the due date being set to the date of the recall. The result is unpredictability for the borrower.

            We propose that that these two very similar workflows are better alligned and that setting "no recall period" for recall should result in no change to the due date…

            167 votes
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            • 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…

              25 votes
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              • 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…

                199 votes
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                • Add Closed Library Management Policy Rule to RS Borrowing TOU

                  Currently, when a borrowing request item is received, the due date of item is set by the lender's TOU. If the due date falls on a library close date, the due date remains unchanged. This causes the problem when clients are misled by the due date and would visit the library to return the item even though the library is closed. We would like to add in the Closed Library Management policy type to the RS Borrowing TOU so that we can indicate in the event the due date of the RS request falls on a library close date, Alma…

                  10 votes
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                  • When Creating Borrowing Requests Check for Duplicates with previous completed and cancelled requests

                    Following the implementation of the ability to check for duplicates when creating borrowing requests, we see that this only applies to active requests. We would find it helpful to have duplicate completed and cancelled requests flagged up in Alma (without the request being automatically rejected)

                    7 votes
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                    • Resource Sharing Preferred Email Address

                      We have multiple libraries set up as Resource Sharing Libraries. However as we can only have one preferred email address the Borrowing Resource Sharing Requests are coming from the default email address for the library (usually the information email address), and not the dedicated email address for resource sharing at that library.
                      It would be really useful to have an email address type in a library record that is used to send Resource Sharing requests.

                      3 votes
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                      • 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…

                        33 votes
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                        • Make Query to Patron Letter use addressFrom like any other letter

                          The Query to Patron letter functionality for Borrowing Requests in Alma has recently been reimplemented to use the standard mail configuration in Alma. By some reason an exception has been made for the "addressFrom" setting, where it instead still uses the default address for the Resource Sharing library.

                          This is counter intuitive, as the addressFrom value is still configurable for the letter, only it doesn't have any effect. I'm still surprised my case (#00609529) was identified as a documentation issue and not a bug.

                          If you like us has selected to not implement a separate Resource Sharing library, this also…

                          2 votes
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                          • Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery

                            We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.

                            81 votes
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                            • Move the Level of service facet to the top of the facet list

                              Currently the Level of Service facet is at the base of the facet list, almost always hidden by the facets above it. I would like to see it moved to the top of the list as the timely processing of material for Rush or Express requests depends on being able to find those requests and action them quickly. As it is currently unless you specifically scroll down the list, you don't even know those requests have come in.

                              23 votes
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                              • Configure how an active request is defined in Alma Resource Sharing

                                Currently a user's request at a borrowing library is considered 'active' until the lending library receives and checks in a returned item. We would like the option of making our users' requests 'inactive' when they have returned the item to our library, even if we haven't returned the item to the lending library.

                                We have set a limit on 'active requests', and the current definition is penalising our borrowers. They cannot place another request, even though they have returned the item to our library (because the lending library has not checked the item in at their end).

                                4 votes
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                                • Ability to reverse 'completed' requests in Resource Sharing

                                  There are some occasions where we have completed a resource sharing request, and then later realise we aren't actually "finished" with the request.
                                  Even if you change the status to something else (e.g. shipped physically), you are still unable to receive an item on the request number.

                                  Would it be possible to create an option to 'un-complete' a request? Which would then give the request all the available options as active requests?

                                  9 votes
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                                  • Cancellation reason "item already available" added

                                    We often need to cancel interlibrary requests due to that our library already owns the material requested, but there isn't anything that resembles this when choosing a reason for cancelling.

                                    We would like to have this option added in "Cancellation reason" in Borrowing requests.
                                    We would like the new cancellaton reason to be; "item already available".

                                    8 votes
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                                    • Shipping cost lender rule partner code prefix

                                      When setting up the Shipping Cost lender rules, there is no ability to add a rule that allows you to adjust the price based on the partner code prefix. Currently you have to add every partner to that list, and when partners are added or removed you need to manually recreate the parameter list again. (Because you can't edit the parameters, only delete.) Having to manually update these rules is unnecessary work, and the alternative is to manually edit the costs for every partner that doesn’t fit the standard code rules. These issues, and the errors caused by manual editing…

                                      6 votes
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                                      • Resource Sharing Borrowing Requests back button

                                        For some reason the Resource Sharing Borrowing Requests screen does not have a back button or a method of clearing the search. Even if you quick link the screen the link takes you to the search you have just done. It would be extremely useful to have a back button or a method of clearing the search.

                                        6 votes
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                                        • Overdues

                                          An alert function when items have gone overdue. Currently the requester will get sent overdue e-mails, but the library is not notified. When you have thousands of requests it is imposisble to search through.

                                          5 votes
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