79 results found

1. Please add specific limitations for interlibrary loan requests in Primo VE between institutions.

   We are a library consortium that conducts interlibrary loans through a fulfillment network. We hope that when a reader from Institution A requests a book from Institution B via Primo VE, if Institution A already has the book and it is available for loan, the request cannot be processed.

   If Alma has this filtering function, it can not only save shipping costs but also reduce the waiting time for readers.

   88 votes

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   1 comment  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

   Using the Automatic Fulfillment Network (AFN) , a request is placed from the borrower's GetIt tab in Primo as a resource sharing request. As such, local display logic rules may be used to hide the resource sharing request based on local ownership.

   Fulfillment Network requests that are placed directly at the lender's GetIt tab cannot consider availability at another institution. 

2. No request cancellation with change of item description

   Actually it seems that Alma automatically cancels requests when there is a change of location (not the same FU rules anymore), of item policy (not the same TOU anymore) and a change of description (as this field is to be found in the request form).
   For the latter, we would like to have a possibility to choose whether the request should be cancelled.

   195 votes

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   5 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

   The system would not be able to handle a request that links to an unmatching item

3. Current loaned item borrower user group as parameter in terms of use

   Sometimes we need to restrict requests based on the group of the user that has the item currently borrowed, not only the group of the user that is trying to request.

   This is particularly useful when you have items loaned to a user for an specific loan period (sometimes even for months or years) and you want to avoid users to request that item loaned to that specific user group but allow them to request items currently loaned to other user groups.

   Take teachers and students for an example. You would like students to be able to request items currently loaned by other students, but not the ones currently loaned by teachers.

   Sometimes we need to restrict requests based on the group of the user that has the item currently borrowed, not only the group of the user that is trying to request.

   This is particularly useful when you have items loaned to a user for an specific loan period (sometimes even for months or years) and you want to avoid users to request that item loaned to that specific user group but allow them to request items currently loaned to other user groups.

   Take teachers and students for an example. You would like students to be able to request items currently… more

   3 votes

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

   Thank you for taking the time to share your idea with us. We truly appreciate your engagement and the thought you put into your suggestion.

   While we initially hoped it might align with broader needs, the idea has not gained the traction we typically look for to prioritize development. As a result, it’s unlikely to be pursued in the foreseeable future.

   That said, your feedback remains valuable, and we’re grateful for your contribution.

4. Allow other libraries to handle digitization

   Under
   Add a Library or Edit Library Information>Libraries

   Add an "Allow other libraries to handle digitization" tick box similar to the "Allow other libraries to handle personal delivery"

   This intention would be that the item to be digitized would not need to be sent back to the library originally listed as the managing department.

   This is particularly useful for those with multiple digitization departments in different locations. It would save on postage, time taken to complete the request and reduce manual intervention and monitoring by library staff.

   For further clarification: Information on- Allow other libraries to handle personal delivery is documented here. Under Editing a library and it is listed in step 7, I would like similar for digization requests.
   https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/020Managing_Institutions_and_Libraries#Editing_a_Library

   Under
   Add a Library or Edit Library Information>Libraries

   Add an "Allow other libraries to handle digitization" tick box similar to the "Allow other libraries to handle personal delivery"

   This intention would be that the item to be digitized would not need to be sent back to the library originally listed as the managing department.

   This is particularly useful for those with multiple digitization departments in different locations. It would save on postage, time taken to complete the request and reduce manual intervention and monitoring by library staff.

   For further clarification: Information on- Allow other libraries to handle personal delivery is… more

   10 votes

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

   Thank you for taking the time to share your idea with us. We truly appreciate your engagement and the thought you put into your suggestion.

   While we initially hoped it might align with broader needs, the idea has not gained the traction we typically look for to prioritize development. As a result, it’s unlikely to be pursued in the foreseeable future.

   That said, your feedback remains valuable, and we’re grateful for your contribution.

5. Auto-tick Notify User box in Request Cancellation dialogue on Alma

   Is there a way to set the ‘notify user’ box within the Request Cancellation dialogue box (Alma) to auto-tick by default? At the moment, the box is blank and we would like to set it up to tick by default so that user notifications don’t accidentally get missed.

   The box is within the Request Cancellation dialogue box where you enter the cancellation reason and notes.

   •  

   3 votes

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   1 comment  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

6. More Options for the "Pick Up Requested Resources" Window

   It would be great to have even mor configuration options for the pick up requested resources window. (See picture below)
   For example wenn picking up SIA norms, we would like to see such fields like the series number field (field 830) so we don't have to search on in the shelve for the exact norm.
   Thanks and Greetings, Marcel

   •  

   1 vote

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

7. Display resource sharing request limit on user record

   When a resource sharing limit is set, display the current number of requests a user has placed in the last academic year. We have users getting failed requests due to hitting the limit, this would make it much easier to troubleshoot.

   3 votes

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

8. Option to add "Held Until:" column on the "Scan in Items" page.

   It would be helpful to add a "Held Until:" column on the "Scan In Items" page. This would assist our teams when they are processing requests.

   6 votes

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

9. Enable requests of multiple items of the same BIB-record

   In Alma, it is generally not possible to request multiple copies of the same record. This possibility only exists if items are differentiated by the item description.

   When it comes to special collections, patrons regularly want to compare multiple copies, which may differ. Such differences have generally not been recorded (hence no item description), which is exactly why people want to compare them. For collections in closed stacks, requesting from the catalog is the only way to obtain an item. However, we can currently not offer the option of requesting more than one copy to our patrons. Neither can library staff create additional requests in Alma, unless some (temporary) description is added. To us, this is a serious shortcoming of the system.

   As an example, we have three copies of a collection of poems, all located in closed stacks. The items have different call numbers, but no descriptions. One of the items, being part of the special collections, has a source of acquisition note in the holdings record. The note from the holdings record is visible in Primo. This may trigger a patron to want to examine this and one or both of the other items. At present however, no request can be placed if another request for the given title already exists.

   In Alma, it is generally not possible to request multiple copies of the same record. This possibility only exists if items are differentiated by the item description.

   When it comes to special collections, patrons regularly want to compare multiple copies, which may differ. Such differences have generally not been recorded (hence no item description), which is exactly why people want to compare them. For collections in closed stacks, requesting from the catalog is the only way to obtain an item. However, we can currently not offer the option of requesting more than one copy to our patrons. Neither can library… more

   6 votes

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

10. Preserve the requests when edit an item and save

    When modifying an item and saving, the related requests on the item might be cancelled. We hope for preserving the requests if the item was changed. Or the system can provide a selection button, and the librarian can decide whether to cancel the request or not.

    8 votes

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    2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

11. Add fields to specifiy the work order type or workorder status to the print slip for 'manage in process items'

    The print slip for items in the Fulfillment > Manage in process items uses the ReceivingSlipLetter.
    
    This is the workflow suggested by trainers for things like repairs or other technical work order flows.
    The letter does not have the XML fields that would reflect work order type or work order status.
    
    Development says this is an enhancement request, as they designed this letter for acquisitions work orders (case 00725539)

    4 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

12. Prevent sending cancellation letters to Partners when a patron cancels a Resource Sharing request via Primo

    Alma sends a cancellation message of a Resource Sharing borrowing request to a partner when a requester cancels this request in Primo. (Notifying a campus library to which a requester is assigned about a request cancellation is fine, but external partners should not be informed.)

    There should be an option in Alma to prevent patrons' cancellation requests being sent to external partners, as this is currently not possible:

    https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Resource_sharing_requests/Resource_Sharing_Request%3A_when_cancelled_by_patron_via_Primo%2C_a_cancellation_letter_is_sent_to_the_partner.

    1 vote

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

13. Have "Status" of a resource sharing request be separate from the "External ID"

    In Alma under User information > Manage fulfillment activities > Requests > Resource Sharing Requests, the "Status" and "External ID" is in the same field. We request that the status of an item be in a separate column from the external ID.

    Doing this will:
    * Avoid confusion as to what is the status vs what is the external ID
    * Make copying the External ID easier without having to remove the status information

    • 

    3 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

14. Hide library from 'pickup location' options for temporary location move requests

    We had an issue where a staff member had chosen an incorrect library for the pickup location for move requests (when putting items on Course Reserves). The library they chose was our Resource Sharing Library (which we don't use at all and so is irrelevant to us in every way). I submitted a case to Support asking if we could somehow hide this library from view in the pickup location options in Alma, but was told that this wasn't possible.

    I was advised to create an idea here relating to this problem, so here I am!

    It would be great if we could restrict the options that are available for pickup locations when we are creating move requests in Alma.

    We had an issue where a staff member had chosen an incorrect library for the pickup location for move requests (when putting items on Course Reserves). The library they chose was our Resource Sharing Library (which we don't use at all and so is irrelevant to us in every way). I submitted a case to Support asking if we could somehow hide this library from view in the pickup location options in Alma, but was told that this wasn't possible.

    I was advised to create an idea here relating to this problem, so here I am!

    It would be great… more

    0 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

15. Hide non-circulating library from 'pickup location' options for all requests as desired

    Example 1: We had an issue where a staff member had chosen an incorrect library for the pickup location for move requests (when putting items on Course Reserves). The library they chose was our Resource Sharing Library (which we don't use at all and so is irrelevant to us in every way). I submitted a case to Support asking if we could somehow hide this library from view in the pickup location options in Alma, but was told that this wasn't possible.

    I was advised to create an idea here relating to this problem, so here I am!

    It would be great if we could restrict the options that are available for pickup locations when we are creating move requests in Alma.

    Example 2: We are seeing this pickup location end up on resource sharing requests as well, and we do not want it there. Excluding this library entirely as a pickup location option would be very appreciated.

    Example 1: We had an issue where a staff member had chosen an incorrect library for the pickup location for move requests (when putting items on Course Reserves). The library they chose was our Resource Sharing Library (which we don't use at all and so is irrelevant to us in every way). I submitted a case to Support asking if we could somehow hide this library from view in the pickup location options in Alma, but was told that this wasn't possible.

    I was advised to create an idea here relating to this problem, so here I am!

    It would… more

    4 votes

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    1 comment  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

16. Create patron/requester from Create Request screen

    Being able to create patron/requester from the create request page is very useful.

    9 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

17. Add labels to Digitization request form

    The following three labels are on ”Digitize Other Issue” request form, but not on the “Digitization” request form.

    ・almaDigitizationOther.manualDescription
    ・almaDigitization.volume
    ・almaDigitization.issue

    We also want the three labels to appear on the “Digitization” request form so that patrons can specify the issue they want to digitize when multiple issues are bound.

    3 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    Where there are issues with volume/issue (and therefore a Description) then the request form is on the item level. The selection of the item is what identifies the exact volume/issue.

    The ”Digitize Other Issue” option is intended to enable requesting a volume that is not catalogued and therefore cannot be selected for requesting. This is why it has explicit volume/issue fields.

18. View pick-up location in Requests tab of Manage Patron Services

    It would be helpful if pick-up location was displayed on the Requests tab under Manage Patron Services. Currently, in order to view pick-up location when helping users at the desk, staff need to click '...' and 'Edit' in order to view that part of the request.

    Attached is a photo of the current interface where staff would like to see pick-up location as an optional column display.

    •  

    6 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

19. More default fields for digitization requests

    Please add three fields to the default fulfillment request pick slips: 1) the unique Request ID number associated with each fulfillment request, 2) a scannable barcode for the Request ID number, and 3) All possible notes/comments fields that patrons might use to submit information about digitization requests. (Sometimes the article/chapter information prints on the pick slip, and sometimes it doesn't). Thanks.

    12 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

20. Ability to create new forms with custom fields

    We would like to suggest the allowance to create new forms to support library functions such as accessing the closed stack books, or doing book paging between internal libraries. These may require special fields that are only native to the libraries and are not in the existing forms.

    Also, adding extra custom fields for additional information into the existing forms (like purchase request ( can provide more functionality, for example, the priority ranking of a request.

    1 vote

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team