Alma
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1106 results found
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Allow personal delivery requests to be converted to resource sharing requsts
Currently, Alma does not allow personal delivery requests to be converted to resource sharing requests. Library staff have to change the pickup location from personal delivery to a physical library, convert the request to a resource sharing request, and then change the pickup location back to Personal Delivery. Can this be changed so staff can convert personal delivery requests to resource sharing requests without having to change the pickup location?
29 votesAs of Alma July release institutions can convert ‘Hold’ requests to ‘Resource Sharing’ requests if the pick-up location is personal delivery and the resource sharing library supports personal delivery.
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Adding the possibility to display the portfolio lists and the item list when creating a lending request from search
When creating a lending request from search, it would be nice if we could display the portfolio list and the items in order to have more info about the availability (coverage and status)
7 votes -
Additional POL type options for purchase requests
Currently, when creating a POL in response to a Purchase Request, the available POL type options are limited to 'physical book' or 'electronic book'. However, we also receive purchase requests for other resources, such as DVDs, CDs, musical scores, etc.
We would like to have more PO Line type options to select from when ordering a requested item.
60 votes -
Use preferred email from Partner record for shipping digital Lending Requests
Often the Requester Email in a Lending Request is not the email that we can ship a digital item to (or sometimes the Requester Email is empty). Instead, the email address we use is from the preferred email address in the Partner record. We would like configuration to be made available so institutions could choose to use the preferred email address from the Partner record in Alma when shipping digitally instead of the Requester Email address that comes with the Lending Request.
35 votes -
Approved Purchase Requests should NOT appear in My Task List
The purpose of the My Task List is to highlight and provide easy access to Tasks which are awaiting processing. Only InReview and new, unprocessed Purchase Requests should appear in the Task List.
Ex Libris Response: "After the request is approved (or rejected), it is moved automatically to the Unassigned tab (thus, populating the Tasks list) for reference purposes. Users with the Selector - Extended role can delete requests (e.g. from the Unassigned tab), this updating the counter in the Tasks list."
We maintain that this is a bug, not an enhancement request -- Ex Libris has not…
79 votesThe May 2018 Release includes the feature of having the tasks list (on the main menu bar) show only the purchase requests that require your attention—those in the In Review status. For more details see here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/The_Alma_User_Interface#Tasks_in_the_Task_List
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Prevent resource sharing requests from matching to different formats
Currently, there is no method of preventing digital article requests from matching with physical items, while keeping the resource sharing library active for lending of digital requests for physical items (e.g. to send book chapters digitally).
We would like the locate process to exclude certain formats based on the citation type selected in the request form. For example, a request for a book chapter would match only to physical and electronic books and an article request would match to only electronic and physical articles.
16 votes -
Requesting Multiple Volumes or Multiple Copies of One Title
Alma will not allow a patron to request a second volume of a title on the same record unless the item has a description. However, as one of our catalogers explained: "Since they are part of an analyzed set, the volume number goes on the holding record, not the item record, and therefore, there needs to be two holding records."
This is problematic for requesting analyzed sets from our off-site storage facility, which is where we get the most complaints from our patrons.
We put in a Salesforce case (#00485416) about this, but they closed it because they insist…
78 votes -
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 -
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…
62 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…
1 vote -
Request for improved functionality "Search bibliographic records matching this value" in Alma's authority repository search.
We request enhancements to Alma's authority repository search function.
Currently, when we click "Search bibliographic records matching this value" from a specific authority record in the search result to move to the bibliographic record list page, we have not be able to back to the authority record list page displayed in the first search.
A Back icon is displayed on the bibliographic record list page, but even if we click it repeatedly, we will not be able to return to the authority list page, and will eventually move to the top screen of Alma.
Returning to the authority record list…14 votesThis idea has not received sufficient support from the community through votes. As a result, it is being closed to allow those votes to be reallocated to other active proposals. We appreciate the contribution and encourage continued participation in shaping future initiatives.
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Allow Patrons to Request Items in Work Orders
Currently, all work orders automatically make all items in that work order unavailable to patrons in the catalog. Some work orders may be for workflows or processes that can allow for items to be requested and pulled for users.
If, during the setup and configuration, work orders have the option of "allowing patron requests" or "do not allow patron requests" (similarly to how recall notices are an option), then some work orders can allow for patrons to request items so they can be pulled and delivered, based on the work order type.
3 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.
70 votes -
Request for Enhancement: ALMA Records Customization Functionality
Currently, the Records Customization feature in Alma only allows for configuring the visibility and order of fields, but does not support modifying the structure or composition of individual fields.
We would like to request an enhancement that enables institutions to customize the structure of each field according to their needs.
For example, the Creator and Imprint information are currently displayed as a single combined field. We would like these to be separated so that institutions can independently select and display only the elements they require.
3 votes -
When Creating Borrowing Requests Check for Duplicates with previous completed and cancelled requests
Following the implementation of the ability to check for duplicates when creating borrowing requests, we see that this only applies to active requests. We would find it helpful to have duplicate completed and cancelled requests flagged up in Alma (without the request being automatically rejected)
20 votes -
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==/ -
Choose more than one facet in Lending requests and Borrowing requests
Currently In Alma there is no option to choose more then one facet in the same category in the pages Lending requests and Borrowing requests.
for example I can't choose to watch Created lending request and Renew requested at the same time.
It will be very helpful if it works.19 votesThe new UI for Resource-Sharing Borrowing Requests and Lending Requests Task Lists has been released in August 2022, see the 'Borrowing Requests and Lending Requests' section in the release notes. Among many other features, this new UI allows for multiple criteria to be selected in each facet category, providing more flexibility in the creation of a filtered request list.
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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…
51 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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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 -
“In Review” requests sorted by creation date
In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.
It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
Another possibility would be that the librarian could select the type of ordering of the requests.19 votes
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