1106 results found

1. Historical Requests in the Resource Request Monitor : search by call number

   In the Resource Request Monitor, we cannot search by item barcode.

   It's easier for us to search an item by its call number as by barcode.

   Is it possible to add this option in the drop down menu?

   Thanks,
   Charlotte.

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Product Manager, 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

2. 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.

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   2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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3. Keep patron physical requests active even if “deliver to” relationships are temporarily interrupted

   Our consortia has several libraries connected through “deliver to” relationships, allowing patrons to request and pick up physical items from different sites.

   Currently, when these relationships are interrupted — for example, due to maintenance, or temporary closures — all related patron requests are automatically cancelled, and patrons receive cancellation notifications. That makes them angry.

   We would like Alma to preserve these requests in an active or pending state during such interruptions, so they can be fulfilled automatically once the relationship is restored, without requiring patrons to place new requests.

   This would improve the user experience and reduce administrative workload for library staff.

   Our consortia has several libraries connected through “deliver to” relationships, allowing patrons to request and pick up physical items from different sites.

   Currently, when these relationships are interrupted — for example, due to maintenance, or temporary closures — all related patron requests are automatically cancelled, and patrons receive cancellation notifications. That makes them angry.

   We would like Alma to preserve these requests in an active or pending state during such interruptions, so they can be fulfilled automatically once the relationship is restored, without requiring patrons to place new requests.

   This would improve the user experience and reduce… more

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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4. Improve handling of requests on multiple copies across multiple holdings

   Scenario:
   Multiple patrons place physical item requests on a title that has multiple available copies spread across multiple holdings records in different branches

   Current outcome:
   All the requests get attached to a single holding
   Multiple requests are assigned a queue position of 0
   When a request slip is printed from the pick list all requests with a queue position of 0 are printed (even though there aren't enough copies at that branch to fill all of the printed request slips)
   Once the retrieved item is scanned in and placed on the hold shelf or in transit the remaining requests move to the next available holding and the process repeats

   This approach leads to multiple request slips being printed at branches that can't be filled (so it's wasteful) and delays in requests being filled (because branch 1 needs to process the first request before other requests can be passed on to remaining branches)

   Proposed outcome:
   All available copies across all holdings should be used to fill pending requests (so if there are 3 copies across 3 holdings in 3 different branches and there are 2 requests those requests should be sent to the pick lists in 2 different branches rather than sending all requests to a single branch that only has 1 available copy)

   See case 00579720 for more detailed information

   Scenario:
   Multiple patrons place physical item requests on a title that has multiple available copies spread across multiple holdings records in different branches

   Current outcome:
   All the requests get attached to a single holding
   Multiple requests are assigned a queue position of 0
   When a request slip is printed from the pick list all requests with a queue position of 0 are printed (even though there aren't enough copies at that branch to fill all of the printed request slips)
   Once the retrieved item is scanned in and placed on the hold shelf or in transit… more

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Product Manager, 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

5. Alma to DOCLINE OAI-PMH Integration

   Integration for automated harvesting of eJournal and pJournal holdings from Alma to Docline (National Library of Medicine's automated interlibrary loan (ILL) request routing and referral system).

   88 votes

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   5 comments  ·  APIs and Integrations  ·  Delete…  ·  Admin →
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6. Consultation in Alma FF

   There is no easy solution in Alma FF to indicate that an item has been consulted in the library and that it can be reshelved.

   When items are placed on the hold shelf and are briefly consulted in the library, there is no easy way to directly reshelve them in Alma FF. The workarounds are far from ideal and are very labour-intensive when facing a large amount of physical requests: cancel the request (but this is not correct and influences our request statistics) and reshelve via the expired hold shelf, update the expiry date to yesterday (but this requires a lot of clicks) or wait until the item automatically appears on the expired hold shelf and reshelve from there. With this last option there is too much time between the moment of consultation and the moment of reshelving, which makes that items are not available on shelf or for request for a too long time period. It also makes that new features like the hold shelf reminder letter cannot be set up (because patrons could receive a reminder when they already consulted the item).
   Possible solutions are: for an item that is scanned in via ‘return items’ the underlying request will disappear and the item will be reshelved automatically. A button ‘consulted’ (like there is a button ‘cancel’) which immediately reshelves the book when you handle a request is another – less preferable – option.

   There is no easy solution in Alma FF to indicate that an item has been consulted in the library and that it can be reshelved.

   When items are placed on the hold shelf and are briefly consulted in the library, there is no easy way to directly reshelve them in Alma FF. The workarounds are far from ideal and are very labour-intensive when facing a large amount of physical requests: cancel the request (but this is not correct and influences our request statistics) and reshelve via the expired hold shelf, update the expiry date to yesterday (but this requires… more

   158 votes

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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7. Ability to flag a request for further investigation/Make notes visible from request summary

   Currently there is no ability to flag a request for further investigation. This would be useful in both lending and borrowing.

   In lending:
   If an item is being returned and we need to change the call number, if we could flag the item a staff member could look at the notes and make the changes.

   If the item has previously been lost and has been returned. We now need to do further work on the item before it can go back to the shelf. Once again we need to go into the notes to find out what we need to do, who we need to pass the book to etc. Flagging the item would make us look at the notes.

   On these items we can place work orders but it would be more efficient for the item to be stopped before it was returned, rather than wait for the work order to be activated. It would also be an extra step outside of Resource sharing to do a work order.

   In borrowing:
   If a patron wants an item posted, we put this in a note but without a flag to tell us to look there we can miss these notes.
   If a patron needs their document sent to a different email address, we would add this in a note. Again we would miss this if we didn’t have some kind of a flag to indicate that we needed to look at the notes.

   Alternatively if a flag is not possible, could we have the ability to pin/activate a note/s that would make them visible on the front of the request summary. We can add to the request note in borrowing and that will then appear on the summary screen however, this will also be sent to any lending library which would be a privacy issue. There is no ability to do this in lending however.

   Currently there is no ability to flag a request for further investigation. This would be useful in both lending and borrowing.

   In lending:
   If an item is being returned and we need to change the call number, if we could flag the item a staff member could look at the notes and make the changes.

   If the item has previously been lost and has been returned. We now need to do further work on the item before it can go back to the shelf. Once again we need to go into the notes to find out what we need to… more

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   0 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Product Manager, 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. Make a Reserve Request type in Alma

   Make a Reserve request type in Alma. That way the paging slip would flag it at the top in bold that it was an item to be processed for reserve. As it is now, we have to put reserve information in the notes section which is tiny font and hard for staff to see.

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Product Manager, 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. Historical Requests in the Resource Request Monitor : search by patron barcode

   In the Resource Request Monitor, we cannot search by patron barcode.

   It's easier for us to search a user by his patron barcode as by name. User's name is not a unique identifier.

   Is it possible to add this option in the drop down menu?

   Thanks,
   Charlotte.

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   0 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   As of November release when searching historical requests in the Resource Request Monitor, it is now possible to search by the patron’s primary identifier within the Identifier search scope

10. Specify time period for SUSHI harvests

    When you manually request a particular SUSHI account/report to be harvested by Alma, by default Alma requests any data which it hasn't already loaded for that account from the last 12 months. If there are multiple months in sequence missing, Alma requests the data for these months together as a single SUSHI request.

    This is an inflexible system.
    Instead, at the point where a user requests a harvest, Alma should ask the user to specify the time period they would like to request.

    This would have several advantages:

    • We would be able to use SUSHI to harvest usage data from greater than 12 months ago.
    • When troubleshooting data errors, we could ask Alma to harvest just a single month at a time.
    • We could avoid duplicating usage data which has been loaded into Alma manually.
    • We could avoid harvesting the most recent month's data if the vendor hasn't yet made it available.

    When you manually request a particular SUSHI account/report to be harvested by Alma, by default Alma requests any data which it hasn't already loaded for that account from the last 12 months. If there are multiple months in sequence missing, Alma requests the data for these months together as a single SUSHI request.

    This is an inflexible system.
    Instead, at the point where a user requests a harvest, Alma should ask the user to specify the time period they would like to request.

    This would have several advantages:

    • We would be able to use SUSHI… more
    168 votes

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    10 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    As of August release it is possible to indicate SUSHI – "Custom Harvest.
    “Custom Harvest" function provides an option define the exact time frame for the harvest period
    For more information see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes_Included_Material/2021_RN_08_Main#Define_a_Specific_Time_Frame_While_Manually_Harvesting_R5_SUSHI_Data

11. Not so much an idea more like a request

    I would love to see more keyboard shortcuts like "Alt+B" throughout the system. Like in voyager I would love to able to use keyboard instead of the mouse. It would make my workflows so much more comfortable and faster.

    9 votes

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    1 comment  ·  Other  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Product Manager, 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. No requesting when available items in institution

    We would very much like there to be an option in Alma fulfillment units (On Shelf Request Policy): "No requesting when available items in institution".

    The meaning of which would be that if there is at least one (requestable) item available at any holding, the user will not be able to make a title request. The system will consider all items in the institution, not just one holding at a time.

    Currently we use the "No Requesting from available holding" option which means that when all (requestable) items on one holding are checked out, then the user can make a title request. There are however often items available in other holdings (often in other libraries) and the user will not understand that the request only will apply to the items on holdings where all items are checked out. The worst-case scenario would be when a user waits for weeks for a requested book he or she could have fetched from another library the very same day. Our libraries are not far from each other.

    Another complication is when items are being recalled even though there are available items in other libraries. This is also hard to understand for our users.

    A third complication is when an item, belonging to a holding not involved in the request, is checked in, the request will not apply to that item. We want a request to be valid for all requestable items.

    We do not want to use “PickUp Anywhere Regardless of Availability” because that would mean too many book transports. We need to stop the users from requesting available material on open shelves.

    We would very much like there to be an option in Alma fulfillment units (On Shelf Request Policy): "No requesting when available items in institution".

    The meaning of which would be that if there is at least one (requestable) item available at any holding, the user will not be able to make a title request. The system will consider all items in the institution, not just one holding at a time.

    Currently we use the "No Requesting from available holding" option which means that when all (requestable) items on one holding are checked… more

    6 votes

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    2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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13. Need Number of requests and clickthroughs per service type in Alma Analytics

    In Alma, we have General Electronic Services (GES) for ReprintsDesk. ReprintsDesk is our document delivery provider. The ReprintsDesk GES appears in the services window in Primo or when linking out from a database. If there is no full text found, the patron can request the article via ReprintsDesk. I need to get statistics for each quarter on how many times the GES was clicked.

    In SFX, we ran a query for the number of document delivery requests. It was in the SFX query "Number of requests and clickthroughs per service type” and the service type getDocumentDelivery. We need the same report for this in Alma Analytics.

    In Alma, we have General Electronic Services (GES) for ReprintsDesk. ReprintsDesk is our document delivery provider. The ReprintsDesk GES appears in the services window in Primo or when linking out from a database. If there is no full text found, the patron can request the article via ReprintsDesk. I need to get statistics for each quarter on how many times the GES was clicked.

    In SFX, we ran a query for the number of document delivery requests. It was in the SFX query "Number of requests and clickthroughs per service type” and the service type getDocumentDelivery. We need… more

    31 votes

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    0 comments  ·  Analytics  ·  Delete…  ·  Admin →
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14. Stop Change Due Date from overriding hold request

    There's an issue we're having where changing the due date of a loan allows the current owner to extend their checkout time, even after a hold request has been placed. We have Alma configured so that it prevents a renewal from occuring, but change due date seems to ignore that function.

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    0 comments  ·  Fulfillment - Requests  ·  Edit…  ·  Delete…  ·  Admin →
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15. Adding bib- and item-level information like "MMS ID" and "Barcode" to a patron's "Requests"

    When using "Fulfillment -> Manage Patron Services" to view a user's account, the "Requests" tab shows a patron's current requests, but these lack identifying and linked information beyond the title. Being able to view and click on a link to the MMS ID of the record that the request is for would be helpful since a library may have multiple records with the same title; in addition, item-level information like possible Barcodes for items that would fulfill the request would be helpful in visually confirming that a particular item in hand matches a patron’s request.

    Would it be possible to add logic to this page to support links to the record that the request is on, so that information like its MMS ID on a bibliographic level and possible barcodes on an item level are visible and easily identifiable?

    When using "Fulfillment -> Manage Patron Services" to view a user's account, the "Requests" tab shows a patron's current requests, but these lack identifying and linked information beyond the title. Being able to view and click on a link to the MMS ID of the record that the request is for would be helpful since a library may have multiple records with the same title; in addition, item-level information like possible Barcodes for items that would fulfill the request would be helpful in visually confirming that a particular item in hand matches a patron’s request.

    Would… more

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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16. Allow patrons to renew the due date of their item, if a request on title level exists, but their copy is not the recalled one

    Please offer the option to configure physical item requests in a way that ONLY the recalled copy is blocked from being renewed.
    All other patrons who have loaned a copy should be able to renew their due dates according to the maximum renew period.

    Our institution offers patrons to place requests on borrowed media on title level. ALMA sets the copy with the earliest loan date to the renew status "recalled". Until this - or any other copy - has been returned, ALL other copies of the title cannot be renewed and therefore have to be returned to the library.

    Since we offer titles with multiple copies for large university courses that are needed for several months, it is a great problem for our students, if they are ALL blocked from renewing their copies, although only ONE copy is needed elsewhere.

    Please offer the option to configure physical item requests in a way that ONLY the recalled copy is blocked from being renewed.
    All other patrons who have loaned a copy should be able to renew their due dates according to the maximum renew period.

    Our institution offers patrons to place requests on borrowed media on title level. ALMA sets the copy with the earliest loan date to the renew status "recalled". Until this - or any other copy - has been returned, ALL other copies of the title cannot be renewed and therefore have to be returned to… more

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

    In the Fulfillment Configuration, the Block Preferences menu allows setting how the ‘Not Renewable – Item has Request(s)’ block will work. If set to ‘Handle Automatically’ then only the recalled loan will not be allowed for renew.

17. Customize display of fields in Resource Request Monitoring form

    If the fields can be selected in Resource Request Monitoring form,we would like the excel to display the information we needed.And when we download it,the form is also expected to be selected in .txt format or .excel format .

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    0 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Product Manager, 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

18. Ability to Toggle the Missing with Fulfillment Role

    Currently, the only way to mark an item missing with a fulfillment role is from a request. However, circulation staff often need to mark items missing that do not have requests. As far as I can tell, it requires the Physical Inventory Operator role to toggle the missing status from the item record. I would like staff to be able to toggle the missing status without having permission to edit/add records. Marking something missing is typically a fulfillment activity though and not always related to a request.

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    2 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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19. Notes Tabs not in Analytics

    We would like to be able to retrieve all the details in the Notes Tabs for Borrowing and Lending requests via Analytics. Currently, only the Request Note is retrievable.

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    2 comments  ·  Analytics  ·  Delete…  ·  Admin →
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20. RS BORROWING : A misleading error when patron's library card has expired

    When trying to receive or send a borrowing request that is already open in alma, but the patron's library card has expired since then,
    The message says: NO ITEMS CAN FULFILL THE SUBMITTED REQUEST
    There is no way to guess that there is a problem with the patron info.
    a better message would be: "there is a problem concerning patron's card"

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