Alma

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  1. 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".

    227 votes
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    • 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..

      20 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…

        34 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…

          19 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…

            46 votes
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            • Blocking borrowing requests on books published within the last year

              With an active automatic rota for books, borrowing requests sent from Primo to Alma are automatically sent to partner. This applies for books published within the last year as well. Before we activated the autoROTA, we would usually change most of these borrowing requests into purchase requests and place the patron on a waiting list.
              New books requested by a patron are often items we want to purchase ourselves, and not spend money on borrowing from our partners in addition. With the autoRota there is no way for us to block these borrowing requests from being sent.

              We would like…

              186 votes
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              • Run Update BLDSS Requests job more frequently/at better times

                The Update BLDSS Requests job runs at 7 a.m. and 7 p.m., which is effectively once a day. It needs to run more frequently and at more sensible times, i.e. 2 + times during the working day, between 8 a.m. and 3 p.m., so that Event Type updates from the BL are more frequent and timely.

                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?

                  12 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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                    • Books Straps

                      We would like to print Book Straps (like in OCLC) to attach to books as quite often our patrons return books with out the Slips.

                      15 votes
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                      • Combining Funds Expenditure with other subject areas in Analytics

                        We would like to combine data from Funds with data from Borrowing, Fulfillment and Fine & Fees in Analytics

                        14 votes
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                        • Closed Library Management TOU apply to Resource Sharing Request

                          Currently, the RS Lending Request item due date does not take into consideration of the library closed days as there is no "Closed Library Due Date Management" option in the Lending Resource Sharing Rule TOU. As a result, the due date may fall on a library closed date where clients are unable to return the item. I have received confirmation from ExLibris (SF354784) that this will need to be an enhancement request rather than a bug fix.

                          95 votes
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                          • 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.

                            73 votes
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                            • Resource sharing search

                              Our Resource sharing staff at Sheffield Hallam University would like there to be an All category in the Find box, as there is under Find and Manage users. This would enable them to work more efficiently and would allow them to interrogate more than one index at once.

                              See attached image for a comparison between the two find boxes.

                              62 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…

                                  168 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…

                                    202 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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                                        • 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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