Alma
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1040 results found
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Persistent User Group Data in Borrowing Requests Subject Area
We would like to request that the Borrowing Requests subject area in Analytics captures and stores the patron's information (specifically the User Group) at the time of the transaction, rather than pulling the current status from the user record.
Currently, historical reports on borrowing requests reflect the requester's present-day group. If a student who made a request three years ago is now a staff member, or if their record has been deleted, the historical data is either overwritten or lost. This makes the data entirely out of context and renders historical analysis and longitudinal reporting impossible.
In…
53 votes -
Link approved purchase request to POL
Many of our Purchase Requests contain notes and comments that are useful in tracing purchase history and resolving issues. It would be useful to be able to open the Purchase Request from within a POL to access this information.
1 voteDear Steve,
Thanks for taking the time to share this idea. I’m glad to say that this is already supported and each PO line hold within it the “Additional” section where you can find the “Source type” field. When the source type field is “Purchase Request” it is linkable and direct the user to the purchase request which generated the PO line in view mode (including it’s notes if exists). Please see attached screen shot which present the link on the PO line to the purchase request.Thanks,
Noam Fass | Alma product management -
Add delivery option for Booking request
We currently allow faculty to request delivery for booked materials using the note field. This functionality is configured for visual materials requested by faculty to be shown in the classroom. The workflow produces hold notifications since the request form does not allow for delivery option which creates confusion with the patron. This improvement idea was previously submitted by another institution but closed during clean up. We would still find this improvement beneficial as the same issue recently came up, so I'm resubmitting.
1 vote -
Purchase Requests API
A Purchase Request API is needed. This would allow the library to seamlessly integrate with internal systems.
From Francois Renaville: "We asked for this in May 2016 and were told in July 2016 (case 00222634 - API for Purchase Requests?) 'that API for purchase requests is on the Alma road map for 2017. Currently, there is no release date.' No news since then."
25 votesCompleted as part of Alma January release:
It is now possible to submit a purchase request using an API.
For more information please see Alma Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201901BASEDocumentation can be found at:
https://developers.exlibrisgroup.com/alma/apis/docs/users/UE9TVCAvYWxtYXdzL3YxL3VzZXJzL3t1c2VyX2lkfS9wdXJjaGFzZS1yZXF1ZXN0cw==/ -
Adding 'citation type' to the facet in Resource Sharing Borrowing/Lending Request
Though I can distinguish book and article using other facets such as requested form, I think that citation type(book/article)is going to be more intuitive and useful. In addition, because I found it possible to use citation type as a facet in Acquisitions, including it in Resource Sharing is also proper considering coherence or unity of facets. I hope it is added soon.
32 votes -
Save emails to and from Patrons for Requests
When we “Send query to requestor” as we Manage Purchase Requests in Alma, it would help greatly if our communication “query” would be saved under a communications tab for that request. This would create a history of actions related to that request. Currently, I can only put notes into the “requestor note” field of the request, and there is no other record of queries sent to the requestor for that request unless I copy the query to myself. Connecting email messages in my box to the Purchase requests in Alma, is…
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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Purge User Records – Add field to prevent purge of users with active requests.
In addition to Number of days, user record, user group, and waive threshold, an institution should have the option:
Do not purge if there is active request(s)43 votes -
Sort booking requests by Start Time
When monitoring resource requests on Fulfillment > Monitor Requests & Item Processes, a "Sort by" button with an option to sort by Start Time would ease the handling of booking requests.
The booking requests are currently sorted by Request Date, which is not very useful, and can not be sorted by any other field.A "Sort by" button actually does appear on Fulfillment > Pick From Shelf.
Another option could be adding the Start Time on the drop down menu of the bar "Requests" on top of the page.
69 votes -
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…
38 votes -
Move requests and temporary locations - option to flag for processing, etc.
At present the item move requests sometimes work too seamlessly. Especially for items that are onloan when the request are made (or the item is restored to its permanent location). This is an issue when the items need manual intervention, e.g. relabelling. Items go through the process without being flagged unless another process is used, e.g. a work order or fulfillment note.
It should be possible to flag items for manual intervention when they arrive at their new or original location. A message on the lines of 'Move Request: check labels etc.,' in the manner of a fulfillment…
52 votes -
Automatically populate date and end time in booking request form
When placing a booking in Alma or Primo you need to choose a starting date then a starting hour followed by a starting minute. You then need to choose an end date then an ending hour and an ending minute. This is a lot of clicks to place one booking.
It would be nice if the end date, hour and time could be automatically populated based on the Terms of use of the item (so if the loan period is 2 hours and the start time is 2:30 then the end time could be automatically populated to say 4:30). If…
47 votesThank you again for sharing your idea and for the thoughtful input you've provided. When we first discussed it, I was optimistic about exploring it further,
While I had hoped to prioritize this enhancement, it hasn’t gained the traction we typically look for to move forward. As a result, it’s unlikely to be implemented in the foreseeable future. That said, your feedback remains valuable, and I’ll continue to keep it in mind as our roadmap evolves.
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Allow patron to create "Alias" that prints to Ful Hold Shelf Request Slip Letter
When item that has a request is returned at the circulation desk, a Ful Hold Shelf Request Slip Letter is printed. There is a Patron name on the Print.
There should be a possibility for a Patron to choose an "Alias" (Name or Number) that would be printed to the Letter.This could be an Address -field that patron can update in Primo. Then it would be printed to the slip letter.
3 votes -
Limit the number of request per library
Similar to how you can limit the number of request for a patron by group.
If a library has limited resources (labor and materials) and can only serve so many of those request within a given term, it doesn't help to have a backlog, especially when interest in a given item will be lost over time. In helping libraries to mitigate demand it would be good to set a limit on the aggregate number of request received by a library. When the quota is reached then the requests option in Primo would grey out. or not appear. A label…
1 voteHello 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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[Alma] - ILL Resource Sharing - allow pickup location other than RS Library for Physical non-returnable requests
Right now Borrowing Request type "Physical non-returnable", which is the one used for document delivery (tipycally a printed copy of an article), allows to choose only the Resource Sharing Library as Pickup Location.
This is a problem, since a user is instead willing to choose the library where the printed copy should be delivered. This is particularly useful when libraries are geographically sparse.
Using a temporary item does not help, since in this case we don't have an item that must be returned (and shipped back to the lender, as it is in the ILL of a book). The user…
81 votesNew Customer Parameter “Primo_VE_photocopy_other_pickup” handles locking the Pickup location field when selecting Photocopy on ILL Primo VE form. Enabling the Customer Parameter will allow choosing location, while disabling it will preserve the current behavior of locking the file to Resource Sharing Library.
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On-shelf requests for specific user groups
We have limited human resource for picking up the items for on-shelf requests. Therefore, we hope this service is only available for patrons in need, for example, disabled patrons or distinguished professors/researchers.
Therefore, we need Alma to support “specific user groups’ to “request for on-shelf items”, and “pick up in different library/campus only”. It would also be nice if we can limit the number of on-shelf requests in a period of time.
This will definitely help librarians to provide precise service efficiently!
144 votes -
separate work orders from patron requests
On the results from a physical titles search, each title shows the number of requests pending for that title. This number includes both patron physical item requests and internal work orders. In order to see what requests fall into which category, you have to click on the Requests link and wait for the information to load in the slider pane (this can take some time if the number of requests is large). Then you can filter by request/process type.
It would be useful for these two categories of requests to be separated from…55 votes -
Support linking Analytics Subject Areas Requests and Fulfillment
As analytics users, we would like to link request information to loan information in Analytics so that we can obtain a better picture of the entire end-to-end loan process for a patron, from request to loan.
For example, the Fulfillment subject area could contain fields such as:
- Loan is based on a prior request (True/False)
- Originating Request IDSimilarly, the Requests subject area could contain these fields:
- Request resulted in a loan (True/False)
- Resulting Loan ID7 votes -
Add "Send Query to Patron" option to Digitization requests menu
Currently there is not option to ask the patron about a current Digitization request. These requests are often submitted with little or vague information and a way to contact the patron for clarification is needed. The "Send Query to Patron" option for this purpose is included under "the ellipses" for Resource Sharing requests. Why does it not appear for Digitization?
57 votes -
Please add Description field to all three tabs in Patron Services page: Loan tab, Return tab, and Request tab
Currently, there is no Description field in Patron Services page. Library staffs are not able to immediately recognize which issue, volume, or number is loaned, returned, or requested by a patron at a glance in three tabs at this page.
When circulation desk staff help patron to check or see their loans in Loan tab, Description field is not visible.
Or, if a patron requests different issues under the same title at a time, when he/she comes to circulation desk and wants to pick up his/her requested items, library staff will need to spend more steps to…364 votesA new ‘Description’ column can be added to the list of loan items in the Manage Patron Services page. The column shows the value of the physical item’s ‘Description’ field.
for more information please see Alma July release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Configuration option to prevent Digitization request when item is on loan.
Issue: Digitization requests are typically needed “ASAP” by our users. When an item is on loan, we don’t want to recall it as it will typically take longer than the requester can wait.
Current configuration options:
When Configuring Loan Recall Requests and the following is set to “Yes” PHYSICALTODIGITIZATION - Patron digitization request for physical resource, the item will be recalled. When set to “No” the item will not be recalled, instead a hold is placed on the item.Need: A configuration option for digitization requests that does not recall or place a hold(prevent…
2 votes
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