Alma
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21 results found
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Show user group in the visit card, borrowing request
When pressing more details(visit card) on patron in a borrowing request we would like to see the user group. This information provide us with information that helps us fulfill the request correctly without searching for the patron elsewhere to gather the information.
93 votesPlease note the Contact Information Pop-Up configuration (configurable from Administration > User Management Configuration > Configuration Menu > General > Contact Information Pop-Up).
This allows you to configure what’s included in the visit card, and allows adding the user group.
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Decrease time allowed between duplicate resource sharing requests
Currently, there is a forced 10 minute wait time before submitting duplicate resource sharing requests for the same title. We very often have patrons requesting multiple parts of a set that requires library staff to submit additional requests on behalf of the patron. Having a 10 minute wait time between requests is unreasonable and a significant waste of staff time to input requests. A request for six volumes of a set will take a staff member at least 50 minutes to submit all requests, if the requests are timed and spaced evenly.
The threshold for blocking duplicate requests should be…
78 votesDo note that requesting the same title but with a different volume,chapter, pages or note is allowed without having to wait. This is intended to allow requesting multiple parts without having to wait.
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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…53 votesSince the search of the list has moved to the upper persistent search bar, the last used search options are saved and can be easily reused. The last used search option is auto selected as default. See attached.
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Borrowing - Request completed check
We would like to propose an enhancement request for Resource Sharing - Borrowing where, when you return a book, you get the option to "Complete the request" with a box you can check, like you have when you receive an article (digital or physical non-returnable). Now the status is changed to Returned item to partner, but if you work with non Alma suppliers, this status is superfluous because there will be no Checked in on the Lending side which changes the status to Request completed.
50 votesBorrowing Workflow Profile has an option for ‘Lender check in’.
If you remove that from the workflow profile that is linked to the request’s partner, returning an item will immediately consider the request completed, without waiting for a lender check in confirmation.
Workflow profiles are attached to the partner record, so you can set up this type of workflow for some partners and a different one for others
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[Alma] - resource sharing form - explicitly accept conditions
In the Resource Sharing Form right now there is neither nothing remembering the user of the conditions for the ILL service nor a check box meaning their acceptance.
It would be better to have a mandatory check box to click to grant acceptance of the conditions and a link to an external webpage summarizing those conditions.
49 votesThe resource sharing form mandates the signing of a copyright declaration. The exact text of the copyright declaration is fully configurable by the institution, see https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/Copyright_Management#Configuring_Copyright_Declarations. The text can be configured to make sure the patron signs in agreement for the service’s terms of use.
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Toggle cancelled borrowing requests in a "terminated" status
Borrowing request can be cancelled by staff or by patrons. This happens fairly frequently.
Now the problem is that cancelled borrowing requests stay "active". This creates a lot of noise in the list of active borrowing requests. RS staff has begun to delete the cancelled borrowing requests in order for them to only see the really active ones. This of course has a consequence on Analytics. I am unable to know how many borrowing requests were cancelled because they don't exist any more.
So ideally, cancelled borrowing requests would keep their cancelled status, but have an activity status of terminated…
38 votes -
Remove the adding files process from Ship Item Digitally action for digital titles
New Ship Item digitally action is great, but adding file process seems to be redundant when the requested title is already a digital title so it has at least one digital representation and its files. It would be much better if the user can select the representation and the files to send when the request is for a digital title, and the receiving partner gets an email containing the files or the links for downloading them.
12 votesHi,
is also possible to to ship digital resources that are managed in Alma, regardless of whether the digital content is stored remotely (using a Remote Representation) or locally on Alma.On the Manage Resource Fulfillment Options page (Digital Services section), the following actions are available if there are Alma managed digital resources for the requested title:
- View – View the digital representation. If the representation is a Remote Representation, you can also use a Ship action to ship the digital content.
- View Files (if the representation is not a remote representation) – Choose one or more files to ship, if they are stored locally on Alma.
- Deliver – View the files.
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Renew resource sharing loans
Currently it seems that only requests with a Received status show the 'request renew' option. This should be extended to requests that have the status 'loaned to patron' as these are more likely to need renewing.
9 votes‘Loaned to Patron’ requests may be renewed, see https://www.screencast.com/t/qq8E8gB4x1
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Remove Resource Sharing Library
It should be possible to remove the out of the box Resource Sharing Library if your institution is not using it.
9 votesThis is supported but requires EXL Support help.
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Alma RS: Borrowing - Receive Slip Letter cannot be reprinted after 'Receive action' completed
Issue:
For borrowing physical item requests, if staff forget to select 'Automatically print slip' when receiving an item or need to change a request's temporary item barcode, the 'Receive Slip Letter' cannot be reprinted.Currently there are no APIs that can create the printout on demand so a Cloud App cannot be created.
Requested Outcome:
Can an option be added to the Alma RS Borrowing Request Actions menu to allow staff to reprint the 'Receive Slip Letter' for received items?8 votesAfter receiving an item in the Receive Items interface, it is possible to reprint the slip using the Print Slip action, see https://www.screencast.com/t/B93NQoKt8
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Asigned_to-tabs optional in resource sharing
Our workflow requires that every member of the resource sharing team can work with all resource sharing requests. Depending on who created or edited a request the request will apear in one of the three asigned_to-tabs. The coworker who needs to edit the request next, has to check all three tabs to find the request. This causes extra work and some irritation for our coworkers. We would like the option to have only one tab, since we really don't need the others.
6 votesHi,
Please note that it is possible to prevent borrowing and lending requests from being automatically assigned by using the rs_disable_borrowing_auto_assign and rs_disable_lending_auto_assign parameters. This way, requests will always remain in the Unassigned tab, unless manually assigned.
See these parameters at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/110General
Thanks,
Moshe -
Enable content of patron queries to be attached to Borrowing request
Content of Patron Queries: Add information sent in a patron query as an attachment to a Borrowing request to enable staff to see previous communication sent to patrons.
6 votesPlease see clip in comment
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Resource Sharing - display Primary Identifier in Requester pop-up in the Request - Edit
As a librarian processing RS requests, it is useful to be able to see the patron's Primary Identifier when I am editing a request. I can copy this to quickly check a patron's account in Fulfillment.
This information used to be available and is visible in the patron pop-up in the Requests list.
4 votesHi,
The primary ID shows up in both the request form (see https://www.screencast.com/t/ExFVb1dORh5) and the requests list (see https://www.screencast.com/t/r26BrEmpg)
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Anonymize resource sharing requests when rejected by last partner in rota
A borrowing request that is rejected by partner is considered as a completed resource sharing request, and therefore is included in the anonymization job that deletes user information in a RS requests (Fulfillment job > Anonymize resource sharing requests). This causes several problems for how the BIBSYS Consortium handles resource sharing:
1) A borrowing request that is rejected by partner is not considered as complete in the way the consortium handles resource sharing. Even when the last partner in the rota rejects the request, we still want the borrowing request to be active. If no partner within the consortium can…
3 votesHi,
The March 2018 release includes new options for resource sharing – you can choose whether a resource sharing request will remain in an active status even if it has been rejected by the resource sharing partner. See here for more details: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/10_March_2018/Alma_March_2018_Release_Notes/05Resource_Sharing_-_March_2018_Enhancements#Workflow_Options_for_Rejected_Resource_Sharing_Requests.
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Display Logic To Hide Resource Sharing Options When No Lendable Copy Available
Currently, resource sharing links for consortia perform a lookup to determine if copies are held, but this lookup does not take into consideration whether the copies are actually lendable in the resource sharing system (e.g., if all of the copies held in the consortia are on reserve, or if they are in special collections that don't lend to other members of the consortia). These copies show up as available, resulting in the user placing a resource sharing request that gets immediately cancelled, which causes significant user confusion. It would be better if display logic would hide the resource sharing link…
3 votes -
Toggle cancelled lending requests in a "terminated" status
Cancelled and rejected lending requests stay "active". This creates a lot of noise in the list of active lending requests.
I
deally, cancelled and rejected lending requests would keep their cancelled status, but have an activity status of terminated (because there is nothing else to do).3 votesSee “Workflow Options for Rejected Resource Sharing Requests” at https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201803
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Multiple Resource Sharing Libraries
Allow an option to have multiple resource sharing libraries.
1 vote -
Enable renewal of interlibrary loans via My Library Account
It is confusing to users that they can renew some items on loan to them via My Library Account, but not inter-library loans. We would like a configurable Renew option available for inter-library loans in My Library Account. If a user clicked this option, the request for renewal from the user would populate a tasklist in Alma for resource sharing staff to action. If staff proceed to request a renewal from the lending partner, the workflow should connect so that the response and the updated due date flows back through to My Library Account. Currently all renewal requests for interlibrary…
1 voteHi,
Please see renew options for resource sharing loans in
https://knowledge.exlibrisgroup.com/@api/deki/files/42710/Resoruce_Sharing_Request_Renew_.pptx?
and
https://knowledge.exlibrisgroup.com/@api/deki/files/47546/Resource_Sharing_Renewals.mp4
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RapidILL
RapidILL chapter/article forms in Alma. If a patron fills in the wrong form e.g. Fills the article form for a chapter and vice versa. There is no way to flip them without entering a new request in the correct form.
1 votePlease take a look at the Change RS Requests Type cloud app – https://developers.exlibrisgroup.com/appcenter/change-rs-requests-type/. It allows changing article to book requests and vice versa.
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Converting Digitization request to RS request - on conversion the Chapter title to be added to Chapter Number
When converting a digitation request into a Resource Sharing borrowing request. We need the chapter title should be also be transferred to the chapter number (or to both “Chapter Number” and “Chapter title”). So that it can be recognised by the RapidILL API process.
1 voteHi,
As of the 2020 December release, both Chapter Number and Chapter Title fields are sent in RapidILL requests, not just one of them. The Chapter Title in the converted RS request should therefore be sent to RapidILL
Thanks,
Moshe
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