Alma
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1106 results found
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Improve job "Requests - Handle Expiration steps"
The job "Requests - Handle Expiration Jobs" updates requests and at present, the output of the job informs only on the number of outputs. The job can block on a request-ID which then must be manually handled.
In order to save time and better inform the lending libraries, it would be helpful to have at least an information on any Error-causing request, with it's request-ID. Ideally it would be great to also have an output of successfully handled requests in form of a list, which can be exported to Excel.Improve the job…
17 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…
3 votes -
Change the “No requesting from available holding” functionality (check item availability)
Circulation desk librarians want to make a distinction between items and holdings that are (not) available for requesting purposes.
Patrons shouldn't be able to request items that are available, but they should be able to request items that are NOT available. In our case our items are created under the same holding, and Alma checks the holding for availability, not the item.
Use case: 1 holding with 3 items (with the same item description): 2 items are loanable, 1 item should stay in the shelves for consulting.
When the 2 loanable items are on loan and the 3rd one…114 votesHi,
In the July 2017 release the following was done:
The calculation of the fulfillment unit On Shelf Request Policy was changed for serial titles. For each item, if there are available items that have the same description and are requestable, then the request link will be suppressed. If the available items are not requestable then the request link will not be suppressed.
Thank you for this very helpful suggestion !
Moshe
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Ability to Type Over Date For Physical Item/Booking Request
When creating a Physical Item Request or a Booking for a future day and time for a patron, I think it would be nice if you could just type in the date and time as opposed to having to wipe the existing date and time or click around on the calendar.
5 votesHello 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
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Allow institution to determine which type of Bibliographic record will be created when creating a Purchase Request
This idea was submitted by Ex Libris product management team in order to better understand the need as well as get feedback from the community.
Current situation:
- A purchase request can be created from Primo/Leganto/Alma
- A purchase request must rely on a Bibliographic record, there are 2 options for the purchase request to match on a Bibliographic record:
- Match to an existing Bib record (if exists)
- Create a new Bib record (this is the use case described below)
When creating a purchase request, the user has the option to decide whether it is a "One Time" purchase (Book) or…
5 votes -
Purchase Requests: Create 'Archived' Tab?
Purpose: Purchase Request Management. To retain complete request history, whether approved/ordered or rejected, in a group separate from new, not-yet-assigned requests.
Controls needed: 'Archive' operation added to the Row Action Menu. Full ability to move archived requests out of the archived condition and back into the 'unassigned' state and condition, or to delete.
22 votes -
Display purchase request approval/rejection reason in purchase request alerts in citations
We think it would be helpful for the purchase request approval/rejection alerts for citations in Alma to include the approval/rejection reason. This would appear in the Type field of the alert in addition to the "Citation Purchase Request Approved/Rejected" text (like how the rule used to approve/reject copyright for a citation appears after "Approved" or "Rejected" in the Copyright Status field).
1 vote -
Block lenders from updating expired lending requests to shipped
Alma currently allows libraries to ship lending resource sharing requests even after they expire. This can occasionally create extremely confusing situations where the borrowing library receives multiple items from multiple libraries for the same lending request. Unfortunately, Alma completes both the borrowing and lending request when the lender who let the reqeust expire receives the item they shipped back from the lender. The only way to fix a problem like this is to delete the original reqeust at all three libraries and then create a brand new request. Can you please have Alma block any attempt to…
63 votes -
Have the Proxy For setting available for placing Requests.
Currently our incarcerated students have their requests put into a spreadsheet that is sent to the Off Campu team. They then have to process the request (sometimes having to spend time finding the correct item or call number) and then process the request. It would be much more efficient if the Proxy For function could be expanded to include the placing of requests, which would then place the items on the Pick from Shelf list for collection and processing
88 votesA new type of proxy user has been introduced as part of Ala December release, that will function as an extension for the sponsor user: Fulfillment proxies will have a proxy account (separate from their personal account, if exists), with which they’ll be able to log into Primo or Primo VE, place hold and resource sharing requests on behalf of their sponsor user, follow up on these requests, be notified when they reach the hold shelf, and check out items on behalf of the sponsor user.
For more information please see Alma December Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Resource Request Monitoring screen should not only show the date but also the time when a request was made
In Alma Menu -> Resource Requests -> Monitor Requests & Work Orders we need to be able to see the time that a request was created, not just the date.
3 votesHello 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
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Add request time stamp and note to Retrieve user requests API and xsd
Hello,
We'd like the request time stamp and note added to the Retrieve user requests API and xsd, so we can retrieve them:
https://developers.exlibrisgroup.com/alma/apis/xsd/rest_user_request.xsd?tags=GET
https://developers.exlibrisgroup.com/resources/xsd/rest_user_request.xsdThanks,
Ryan Edwards
Digital Access and Systems Librarian
Information Systems
Getty Research Institute
1200 Getty Center Drive, Suite 1100
Los Angeles, CA 90049-1688
reedwards@getty.edu
310.440.73984 votesIn the August 2019 Release, the following change was done:
Request time is now available for the Get-Request and GET-requested-resources (task lists) APIs, including the exact time (HH:MM:SS) the request was placed.
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Sorting Authority Task List
It would be highly helpful to have a sorting filter in the Authority Task List that would allow us to sort the list by Fields (e.g. 100's,600's, 700's, 830's,): Personal Names, Corporations/Conferences, Subject, Title, Uniform Titles, and Series. This way work loads can be created and assigned for these specific areas. As things are now, all items are mixed together and it takes far too much time to find/create a single list.
207 votes -
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 votesCompleted as part of January release:
The Active resource sharing request limit policy now ignores active requests which were already returned from the patron to the library, but were not yet returned to the lender.
Please see Alma January release notes for more details:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201901BASE -
Resource Sharing Electronic Locate for Borrowing article requests
A borrowing article request is stopped for local ownership when the library has an electronic database that may have coverage for the journal.
Currently, the borrowing locate local ownership check does not check the year, volume, or issue in the article request to determine if the library has access to this specific year in the database. The borrowing locate does not check for embargo status.
Because the citation year is not checked for local ownership, requests are stopped from being automatically sent to lending libraries that have the article. Library staff must spend time checking if their library has…
72 votes -
Improve discoverability of rejected requests in the Monitor Requests page
We often have to locate cancelled patron physical and digitisation requests in the Monitor Requests page. However, these requests are difficult to locate as they can only be retrieved by Title (a non-unique field) and cannot be filtered or sorted.
Please add:
-A filter for request status which includes 'rejected'
-The ability to sort requests by date created or date updated so that recent rejected requests can be seen at the top of the page
-retain the requester id. The main search term we use to locate a rejected request is the requester…16 votes -
Purchase Requests options
We would really like to be able to utilize Alma/Primo VE to its fullest potential, but one of the things lacking in the Purchase Request options is that there is no way to modify the fields or even add additional fields. We are needing at least two additional fields for us to be able to use the built-in functionality - a note field for special instructions (usually entered by faculty) and a level of priority (i.e., Rush or no rush - in the event this request is for a course reserve, it needs to be a priority, but there is…
57 votes -
View cancelled requests
it would be useful for Fulfillment staff to have a way to track when users cancel requests, eg to explain why an item is coming off the holdshelf early, or to prove to a user that the reason why their hold has never been satisfied is because they cancelled the request. Perhaps a record should go into the Requests tab on the user's Fulfillment activities and into the item's History tab?
99 votes -
Alma TPRS - Remote System ID number 001 is populated in Alma Request UI
Currently,
If TPRS sends their system identification number 001 e.g. "000074745018 " in their system, this 001 field vale does not get populated in the receiving side Alma's Lending request UI despite this value may be found in xml <supplierUniqueRecordId>i.e. ALMA UI > Lending Request > field Remote Record ID = empty
We would like this to be populated in the Lending request Form, so that staff can view Remote Record ID as consistantly reflecting TPRS 001 value, in both Borrowing and Lending requests. Book or Article requests.
3 votes -
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 votesHello 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
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Add the creation's hour on borrowing requests
My idea contents 2 concepts :
1) We would like to see the hour when the borrowing request was created.
When we have a lot of requests, we would like to be able to make a choice and treat the older before the newest.2) We would like to sort the borrowing requests by differents ways. Presently the borrowing requests are ranked by alphabetical order of the title.
But when you have a lot of requests, like us, sometimes a new request arrives before that you treated the ancient.
So maybe could it be useful if…64 votesIn Alma, the borrowing and lending resource sharing requests lists will now display the time as well as the date in the create and update date
for more information please see Alma March Release Notes at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes
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