Alma
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148 results found
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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 noteBut a "Lender Reject Email Letter" needs the following fields:
- Reject reason
- Note to partnerThe "Cancellation…
32 votes -
Allow customization of the Notify User check box in Confirm Request Cancellation box.
Current default is that this item is checked, however with local processes, we would prefer not to automatically notify the patron in most circumstances. It would be better for us to opt-in than to opt-out.
1 vote -
Add task list- item request be rejected or be cancelled and become to "transit"
found that when the request(any request) is rejected in any way (by patron or librarian) the item's next step is "Transit", but there do not have task or list to let the librarian know.
it will cause these items stuck in "Transit" until someday we need them.
If we can add the task list to let the librarian know which item we should handle it should be better.
(according to case 06525736 )11 votes -
Prioritize requests by location or fulfillment unit
When a user submits a request at the title level in Primo VE there should be a way to prioritize certain items in a holding by location or fulfilment unit. For example, if a book has copies available in a circulating location, but there are also copies available in a non-circulating collection that is managed by a Reading Room desk, the circulating item should always get priority.
19 votes -
Pages option for digitization requests
Creating a partial Patron digitization request allows you to define two "from: / to:" page intervals. Sometimes, articles are spread across more intervals, but with no space for this information, that data is lost.
We would like to see a simple text field: "Pages:" to be used in situations as this. This already exists in Lending requests and should also be available for digitization requests.9 votes -
Provide a configuration to limit by material type to a specific pick-up location
For institutions with multiple libraries where only one library may have A/V viewers or microform readers it would be helpful for that institution to limit the pick-up location by material type to the library that has the necessary equipment for onsite use.
This would eliminate confusion and time delay when a user makes a request to pick up a material type at a location where they cannot use it onsite.5 votes -
Allow Request Notes to be edited even with complex Fulfilment Rules
We introduced Fulfillment Rules to check if there are any "Process Types" assigned to an item and make them unrequestable. For example if an item is MISSING, REQUESTED, LOST, LOANED, etc.
This allows an item without a process type to be requested fine. Unfortunately, the moment you try to edit the Request Note and update the request, it ends up rechecking the Fulfillment rules and oddly cancels the request.
We were hoping we can use the edit Request Note process to mark items when our library officers have done 1st/2nd/3rd shelf searching of items before they become officially marked as…
3 votes -
Alternative work order behavior - Usage should be departmental, not individual
We would like an alternative to how work orders work now. We want the department (or “agent”) to initiate the request, rather than an individual using their own personal account. So that usage is calculated as “departmental” or work order, rather than the individual.
1 vote -
Sorting Lending Requests
Add option to sort by Call number to Resource Sharing Lending Requests
6 votes -
List the "Pick from Shelf" list, "Monitor Requests and item processes" and results from a "Requests" search in order from latest to oldest
We would find it helpful if it were possible to view requests (both active and complete) in order from latest to older without the need to export and filter
3 votes -
Ability to assign fulfillment proxy to existing users
We recently tested the fulfillment proxy feature as we have a few departmental workflows we have been using shared internal accounts for. We find the functionality to be the inverse of what we would like to see. For example, we have about 10 users who place RS requests for the law review. We would like to add the fulfillment proxy to these existing user rather than making them new internal accounts.
10 votes -
Prevent placing different request types on the same item
Currently in Alma there is no cross check and no way to prevent a patron from placing both a Physical Item Request and the Digitization Request on a single item. The Ex Libris expectation is that requests will be reconciled through the request queues. However this adds additional time to the request process as it requires contacting the requester to confirm which type of request they need. I encountered the lack of a preventive configuration created a concrete clash as it came to our attention when a patron placed both types of requests on an item. This impacted 3 locations…
1 vote -
Differentiate “regular” Hold Request and Interested User Request or Change “Interested User Check” Order
Because Alma does not have the granularity to separate an Interested User request and a regular hold request, our Interested User hold process does not work.
When the “Non-Requestable Processes Fulfillment Unit Rule or Change Order” is configured to prevent “in process” items from being requestable, any items that have an Interested User that are in our Technical Services Work Order are treated as “in process” and therefore, the interested user request is blocked. While we do not want most “In Process” items to be requestable, we do want our Interested User requests to be fulfilled.
Because of this configuration,…
61 votes -
When a hold expires, have them display in the task list
In the same way that requests show in the task list, it would be helpful that when the hold is expired that it will also show in the task list. People would see on their desktop if an item needs to be shelved or returned to a campus library, instead of remember to check the Expire Hold shelf.
4 votes -
When a hold expires, have them display in the task list
In the same way that requests show in the task list, it would be helpful that when the hold is expired that it will also show in the task list. People would see on their desktop if an item needs to be shelved or returned to a campus library, instead of remember to check the Expire Hold shelf.
9 votes -
See the same information in Monitor Requests & Item Process menu that is seen in Borrowing Requests menu
It would be helpful to see the same information in the different places a staff member might check to see the status of a patron request. In the attached document, you'll see that there is much more useful information in the borrowing requests menu, including the preferred pickup location which is a critical detail. Can we have the same info display in both?
3 votes -
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 -
patron names
Could the Patron name be displayed in the "Pick Up Request " window in Alma just as the 'Requestors Note". This saves time instead of having to click to find the name of the requestor.
1 vote -
Pick from Shelf, sort by title
Hello,
Currently our Pick from Shelf has 4 options to sort the titles:
Location Name- Asc
Location Name - Desc
Call Number - Asc
Call Number - DescI would like to see the titles sorted into alphabetical order.
Thanks!
3 votes -
Allow transferring a recall to the next eligible item without placing a new request
In the event a patron with a recalled item has extenuating circumstances that prevent the item's timely return, it would be helpful to pass the recall process to the next eligible item in the holding, e.g. the next oldest loan. Currently, we are only able to extend the due date of the current loan, and advise the requesting patron to cancel then re-request the item - this would cause issues if there is a queue of requests for the item, and we would like to be able to "bump" the chain of requests down if possible.
30 votes
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