1014 results found

1. Booking request - possibility to configure a blocked period

   We are using the booking request for technical equipment which has to be prepared for lending previously. We want that an item can not be booked shorter than 3 days in advance, so the team is able to prepare everything. This ist not configurable yet.

   27 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. Request status "Pending" and "On Waiting List"

   Add statuses to resource sharing borrowing request status field

   Is it possible to add two more statuses to the drop-down list for the Request Status field in a resource sharing borrowing request? We would like to add “Pending" and "On Waiting List".

   5 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Resource Sharing  ·  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

3. Customize display of fields in Alma Article request form

   We would like to display the fields in the Alma article request form in the following order: Journal name, year, volume, issue, pages, article title, article author, and issn - and not in the order these fields are currently hard-coded (e.g. author initials splits volume and issue, and publication date is at the end of the form)

   53 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   4 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. Separate field for borrowing request statuses to display in My Library Account

   The borrowing request statuses in Alma are configurable, so that you can change the text that appears for both library staff and the user (in My Library Account).

   However, we would like the ability to have a separate field where the status can be configured for the user which affects the display in My Library Account only. This is because we would like to provide detail in these statuses for our staff, that our users do not need to see.

   For example, for the borrowing request status 'Request sent to partner' you may want to retain this status for library staff to see in Alma, but for users you may wish simply for 'In process' to display in My Library Account.

   The borrowing request statuses in Alma are configurable, so that you can change the text that appears for both library staff and the user (in My Library Account).

   However, we would like the ability to have a separate field where the status can be configured for the user which affects the display in My Library Account only. This is because we would like to provide detail in these statuses for our staff, that our users do not need to see.

   For example, for the borrowing request status 'Request sent to partner' you may want to retain this status for… more

   43 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  Resource Sharing  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

5. Default format when creating a borrowing request manually

   When creating a Borrowing request manually within ALMA, even for articles, the default option for Requested Format is Physical. It would make more sense for the default option to be Digital.

   13 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

6. Ability to add Request Note during Scan In to Work Order Deparment

   When performing Scan In on items to a Work Order Department, we have the ability to Set Status To our congigured status options, but no ability to add a Request Note, as we have if we were creating work order requests for some other Department.
   If we want to include a Request Note (to be included on any subsequent transit letters, for example), we then have to go into each entry in Manage In Process Items, locate the request that was created by the Scan In, and input a Request Note.
   It would be great if, while setting the status during Scan In as on the screenshot I've included, we also had the option of immediately adding a Request Note.
   (At my institution, someone figure out a way to batch-apply Request Notes via API, but this is not sustainable as it relies on one or two very busy people.)

   When performing Scan In on items to a Work Order Department, we have the ability to Set Status To our congigured status options, but no ability to add a Request Note, as we have if we were creating work order requests for some other Department.
   If we want to include a Request Note (to be included on any subsequent transit letters, for example), we then have to go into each entry in Manage In Process Items, locate the request that was created by the Scan In, and input a Request Note.
   It would be great if, while setting the… more

   •  

   14 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Other  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

7. Add "Request" as a block option in Block Preferences

   Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.

   For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
   i.e.
   Patron overdue limits has exceeded
   Patron overdue recall limit exceeded

   However, the only options on what patron services blocked are Loan and Renewal.
   Requests should also be added to the options so that overdues can immediately block a wider range of patron services.

   Adding this option allows libraries to more adequately sanction the breaching of patron limits (without having to manually add User Defined Blocks which do allow Request blocking) and so would prevent users with overdue (requested) items from requesting additional items while they are remain overdue themselves.

   Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.

   For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
   i.e.
   Patron overdue limits has exceeded
   Patron overdue recall limit exceeded

   However, the only options on what patron services blocked are Loan and Renewal.
   Requests should also be added to the options so that overdues… more

   363 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Planned  ·  22 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →

8. Communicate edited AFN request details back to user's library, for inclusion in next ROTA stop.

   In our Automated Fulfillment Network (AFN), we are using the "volume" field in the resource sharing request form as the way users can indicate which volume(s) of a multi-volume set they wish to request from another AFN member institution. These requests are title level requests.

   (I'll note: We are not currently using the "description field" selection option in the request form, since upon last testing, it treated, for example, a "v. 2" as a different item than a "v.2" or a "V. 2" or a "2" when building the rota, and our consortium has too much variability right now in how items were cataloged for this to be efficient to offer to patrons.)

   So:

   IF (for example):
   --the users uses the Volume free-text field to request volumes 1-3
   --and the first library in the ROTA can only fill volumes 2-3

   THEN:
   --the first library in the ROTA is able to edit the patron's request as it shows in their IZ, to now only include needing Volume 1.
   --the first library in the ROTA can create two requests for the patron so they can send volumes 2 and 3 to the patron's pick-up library.
   --the first library can then "cancel" the original edited request so that the unfilled need for Volume 1 is passed along to the next AFN member institution in the ROTA.

   BUT:
   --the edits made to the request by the first library, to indicate only volume 1 is now the only volume needed, are neither forwarded along to the next library in the ROTA when the request is cancelled to promote it, nor communicated back to the patron's home institution's borrowing request. The updated information does not pass along to the next library in the ROTA.
   --the edits essentially disappear, leaving the next library to also consider filling volumes 1-3.

   It seems the only way we've found thus far to update the request is:
   1) the library that can only lend a portion of the request must contact the patron's home library.
   2) then the patron's home library must edit the patron's borrowing request to include the updated volume information.
   3) then the patron's home library must then use the "Recalculate Rota assignment" option to resend out the edited request information.

   We would like for the request edits made by earlier libraries in the ROTA to be forwarded along to subsequent libraries in the ROTA, without needing such staff intervention at the patron's home library.

   In our Automated Fulfillment Network (AFN), we are using the "volume" field in the resource sharing request form as the way users can indicate which volume(s) of a multi-volume set they wish to request from another AFN member institution. These requests are title level requests.

   (I'll note: We are not currently using the "description field" selection option in the request form, since upon last testing, it treated, for example, a "v. 2" as a different item than a "v.2" or a "V. 2" or a "2" when building the rota, and our consortium has too much variability right… more

   27 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  Fulfillment - General  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

9. Ability to edit barcode after receiving borrowing request

   Sometimes after receiving a borrowing request, we have a need to change the barcode. This could be because the wrong barcode was scanned in, the barcode is not responsive or another reason. However, there is currently no way to change the barcode in the borrowing request record. Staff can update the item barcode (and we do) however this doesn't affect the original barcode that was scanned in against the borrowing request. We therefore have to add a lot of physical and electronic notes to the front desk staff and to the staff who will be returning the item to the partner library explaining which barcode to issue the book on etc.

   Sometimes after receiving a borrowing request, we have a need to change the barcode. This could be because the wrong barcode was scanned in, the barcode is not responsive or another reason. However, there is currently no way to change the barcode in the borrowing request record. Staff can update the item barcode (and we do) however this doesn't affect the original barcode that was scanned in against the borrowing request. We therefore have to add a lot of physical and electronic notes to the front desk staff and to the staff who will be returning the item… more

   10 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   3 comments  ·  Resource Sharing  ·  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. Unclutter index for F3 lookup from field 830 (Series Added Entry - Uniform Title)

    F3 lookup from field 830 is used to verify if a series title has been entered into the database in a standardized form, and, if so, to link the bib record to that title . At present, the index searched by F3 contains a mixture of headings from fields 830 and 490 (where the non-standardized series title is entered) and headings with volume numbers (which refer to a part of a series, not the series as a whole). To best serve its purpose, the index looked up from 830 with F3 should contain and display only the fields $a, $p, and $n from field 830 (bibliographic headings or authority headings, where they have been created).

    F3 lookup from field 830 is used to verify if a series title has been entered into the database in a standardized form, and, if so, to link the bib record to that title . At present, the index searched by F3 contains a mixture of headings from fields 830 and 490 (where the non-standardized series title is entered) and headings with volume numbers (which refer to a part of a series, not the series as a whole). To best serve its purpose, the index looked up from 830 with F3 should contain and display only the fields $a, $p,… more

    22 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Resource Management - General  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    This 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.

11. Default digitisation department for digital request types

    Ability to set a default digitization department for each digitization request type.

    Currently in Leganto, you can set a default digitization department for readings digitization requests. What we would like to do is to set a default digitization department for the patron digitization requests, and staff digitization request types within fulfillment.

    This is because when the patron request type is created within Primo, no managing department is set - unlike those same request types when lodged within Alma, where the managing department can be set.
    When the request is lodged via Primo, it seems to pick the managing department based on alphabetical order, resulting in patron digitization requests being sent to the readings digitization department - just because of the order in the list of departments.

    Being able to set the default digitization department based on the digitization request type - ie patron vs staff would ensure that the correct fall-back department is always set for requests made within the discovery layer, and in the case of staff digitization requests would ensure a supporting department gets the request in the case where the managing department wasn't set.

    This assumes there is no current plans to add requesting TOUs to do the same thing, but might still be useful.

    Ability to set a default digitization department for each digitization request type.

    Currently in Leganto, you can set a default digitization department for readings digitization requests. What we would like to do is to set a default digitization department for the patron digitization requests, and staff digitization request types within fulfillment.

    This is because when the patron request type is created within Primo, no managing department is set - unlike those same request types when lodged within Alma, where the managing department can be set.
    When the request is lodged via Primo, it seems to pick the managing… more

    6 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    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

12. More flexibility with Shipped Physically borrowing and lending request statuses

    We have situations where we need to either alter the shipping cost of a Lending request that is at status Shipped Physically or cancel/expire a Lending request that is Shipped Physically. However, there is no way to update a request at this status that will update the partner library's system. After a request is Shipped Physically it can only be completed. We would like the ability to continue to make changes that will send through to the partner library after a request is Shipped Physically. Currently we need to do workarounds like creating 'dummy' requests to send money back to the partner library etc.

    We have situations where we need to either alter the shipping cost of a Lending request that is at status Shipped Physically or cancel/expire a Lending request that is Shipped Physically. However, there is no way to update a request at this status that will update the partner library's system. After a request is Shipped Physically it can only be completed. We would like the ability to continue to make changes that will send through to the partner library after a request is Shipped Physically. Currently we need to do workarounds like creating 'dummy' requests to send money back… more

    9 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    2 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

13. Create request: allow requesting of several different descriptions for a title in one request form

    In order to make the request flow more efficient it would be beneficial to have an option to request more than one description for a request.
    For example, if one wants to move all the DVDs in a multi-volume collection to the reserves currently he needs to go and create a request for each volume. A better solution would be to allow him to select several different descriptions and then in the background split them ionto separate requests.

    3 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Fulfillment - General  ·  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. Cancellation notices should be sent to requesting staff via email when a temporary move or work order request is cancelled.

    Currently, if a temporary move request or work order request is cancelled for any reason, the staff member who initiated the request does not receive a cancellation notice. The user who cancels the request will see the option to notify the requester, but this is extremely misleading because the notification doesn't go anywhere and isn't viewable in the record of a cancelled item. Example: a reserves staff member places a temporary move request for course reserve on an item in another location. The staff member at the other location cannot find the item, and cancels the request with a reason of "missing", clicking the "notify user" checkbox. The notification goes nowhere, the hold is cancelled, and the requesting staff member is completely unaware that the temporary move request has been cancelled. The system should be automatically designed to alert staff to such breaks in workflows; staff should not have to manually monitor such requests to ensure they're completed.

    Currently, if a temporary move request or work order request is cancelled for any reason, the staff member who initiated the request does not receive a cancellation notice. The user who cancels the request will see the option to notify the requester, but this is extremely misleading because the notification doesn't go anywhere and isn't viewable in the record of a cancelled item. Example: a reserves staff member places a temporary move request for course reserve on an item in another location. The staff member at the other location cannot find the item, and cancels the request with a… more

    17 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    Alma now sends cancelation notices to requesting staff via email when a move or work order request is canceled. Cancelling any non-patron request (such as work orders or move requests) with the ‘Notify User’ checkbox enabled will send the cancelation letter to the request creator, such as the operator who placed it.
    For more information please see Alma June Release Notes
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202106BASE

15. RS borrowing request cancellation reason to be available in Analytics

    When cancelling a Borrowing Request in Alma using the Change Status option in the Borrowing Request screen, there is the option to specify a Cancellation Reason. We would like the Cancellation Reason selected in the drop-down menu of the Request Cancellation box to be available in Analytics.

    This would enable us to analyse reasons for the cancellation of borrowing requests by library staff and potentially identify opportunities for requester education. For example, if ‘copyright issue’ or ‘item already available’ are most frequently selected as the reason for borrowing request cancellation.

    8 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Analytics  ·  Delete…  ·  Admin →
    Already Supported  ·  AdminHadas Granot (Product Manager, Ex Libris) responded

    Hello,

    This field ‘Cancellation Reason’ is in the "Borrowing Request Details" folder.

    See -

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/Borrowing_Requests

    Best Regards,

    Hadas Granot

    Analytics product team

16. Print slips for requests should have copyable Request IDs

    Our fulfillment staff are alarmed at the amount of paper that requests (both digitization and physical) generates in the form of print slips. We're always looking for ways to minimize our impact on the environment.

    They were able to work out a largely digital-only workflow by "printing" the request slips to PDF and using a laptop on a cart to retrieve the physical items. But they are stuck on having to enter the Request ID into Alma.

    Barcode scanners won't scan the barcode for the Request ID from the computer monitor, and even though the Request ID field looks like a regular field, the number is actually part of the barcode image rather than the regular text that appears in the rest of the print slip.

    So right now, staff have to either type in the request ID from the print slip into Alma manually (introducing the possibility of typos), or run OCR on the print slip using Adobe Acrobat or other OCR software so that they can then copy the Request ID from the newly-created document.

    It would therefore be much more usable if the Request ID was just a regular text field on the print slip that staff could copy into Alma. Even if it duplicates the Request ID that appears on the barcode image, that would be a great improvement.

    Our fulfillment staff are alarmed at the amount of paper that requests (both digitization and physical) generates in the form of print slips. We're always looking for ways to minimize our impact on the environment.

    They were able to work out a largely digital-only workflow by "printing" the request slips to PDF and using a laptop on a cart to retrieve the physical items. But they are stuck on having to enter the Request ID into Alma.

    Barcode scanners won't scan the barcode for the Request ID from the computer monitor, and even though the Request ID field looks… more

    5 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Already Supported  ·  AdminNoam Fass (Product Manager, Ex Libris) responded

    Dear community, this idea can be supported with existing Alma functionality, to learn more please review the comments associated with this Idea.

    Alma product management.

17. New Hold Shelf Request Slip Letter for Physical non-returnable

    The current hold shelf request slip letter only handles regular RS requests (books etc), but is not generated when a RS request is created and received as physical non-returnable.

    We would like to see an improved functionality to support this material type, so a slip is created as with any other request that are placed on hold shelf. It could either be an improvement to the existing letter, or a new letter entirely.

    9 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    1 comment  ·  Resource Sharing  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

18. Borrowing Renewal Workflow (non-ISO): Letter to patron in case of a not accepted Renewal Request

    If a Renew Request was accepted, a letter (Ful Borrowing Info letter) is sent to the patron.
    However, if a Renew Request was not accepted, no letter is sent to the patron.

    That's what we found in the documentation:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/Borrowing_Requests_(New_Layout)/Managing_Borrowing_Renewals_(New_Layout)
    "5. If the request is renewed, a message is sent to the patron and a renewal fee may be charged. The letter is the Ful Borrowing Info letter. To configure the letter, see Configuring Alma Letters. A resource sharing renew fee is set as part of a fulfillment policy; see Adding Fulfillment Policies. If the request is rejected by the lender manually through an email, the operator sets the request status to Renew Request Not Accepted. If the renewal or rejection is automatic, all statuses are changed as the system receives the response from the lender. If the lender approved the renewal request but the renewal failed on the borrower side, an active note and a history message (visible in the Audit tab) are added to the request."
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/Borrowing_Requests_(New_Layout)/030Managing_Resource_Sharing_Borrowing_Requests
    "Request Renew: [...] If the request is renewed, a message is sent to the patron and a renewal fee may be charged. The letter is Ful Borrowing Info Letter."

    We checked the "Ful Borrowing Info Letter" and there are two labels:
    - failure-reason
    - success-reason

    So the letter should work for both: accepted and not accepted Renew Requests. But in case of a not accepted Renew Request the letter is sent only if the ILL Partner is an ISO partner. The workflow does not work for non-ISO partners.

    Workflow for non-ISO partners:
    (1) Renewal accepted --> "..." menu > "Renew" --> Alma sends FulBorrowingInfoLetter to the user
    (2) Renewal accepted --> "Actions" menu > "Change Status" > "Renewed by partner" --> NO letter is sent to user
    (3) Renewal NOT accepted --> "Actions" menu > "Change Status" > "Renew request not accepted" --> NO letter is sent to user

    Needed improvement: The "Change Status" option in the "Actions" menu should also trigger a letter to the patron.
    Thank you in advance!

    If a Renew Request was accepted, a letter (Ful Borrowing Info letter) is sent to the patron.
    However, if a Renew Request was not accepted, no letter is sent to the patron.

    That's what we found in the documentation:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/Borrowing_Requests_(New_Layout)/Managing_Borrowing_Renewals_(New_Layout)
    "5. If the request is renewed, a message is sent to the patron and a renewal fee may be charged. The letter is the Ful Borrowing Info letter. To configure the letter, see Configuring Alma Letters. A resource sharing renew fee is set as part of a fulfillment policy; see Adding Fulfillment Policies. If the request is rejected… more

    28 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

19. Request an item belonging to a bibliographic record for which an item is already on loan to the requesting patron

    Hi,
    We have dedicated librarians working on digitizations, and sometimes the item they have on loan and like to scan is not suitable for the digitzation process (notes, underlining etc).
    They would then like to request another item. This request will be rejected in Alma due to policy. An item can not be requested when you already have a an item from the same bib record on loan. They would, of course, like to keep the original item on loan until they have checked if other items are more suitable.

    You are able to request if the items have different policy (enablerequestduringloanfordifferentpolicy value is true in the Customer Parameters Mapping Table), or if the items are differentiated from one another using the description field https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Configuring_Alma_to_Allow_Multiple_Requests_on_A_Title.

    This is not the solution for us.

    We would like an additional option to these two under Block preferences in Alma:

    24 Item of the same title is already on loan for this patron. Parallel loan is prohibited. Actions= Override by operator

    25 An item of the same title was recently loaned to this patron. Actions= Override by operator

    ?? Item of the same title is already on loan for this patron. Request is prohibited. Actions= Override by operator

    Hi,
    We have dedicated librarians working on digitizations, and sometimes the item they have on loan and like to scan is not suitable for the digitzation process (notes, underlining etc).
    They would then like to request another item. This request will be rejected in Alma due to policy. An item can not be requested when you already have a an item from the same bib record on loan. They would, of course, like to keep the original item on loan until they have checked if other items are more suitable.

    You are able to request if the items have… more

    159 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Already Supported  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    It is possible to enable overriding the 'Patron has active loan for selected item' block ,see https://www.screencast.com/t/OwIsOHpia0fm. This option is requires a privilege to be turned on in the roles. Turning on this privilege can be done by EXL support.

20. Converting Borrowing requests into patron physical item requests

    We need a better way to convert a borrowing request into a patron physical item request, and then delete the borrowing request.
    We often receive borrowing requests from patrons on books which are available in our library, other editions etc. . In those cases we may create a patron physical item request on the local title by clicking "view local", then conduct a search, then place a new request on the local material (note: we here have to type in patron and other data which were already included in the borrowing request), and then go back and delete the original borrowing request.

    The above-mentioned workflow would be much more efficient if data like requester, request note etc. are automatically transferred from the borrowing request when converting it to a local request. In addition it would be helpful if Alma could ask the operator whether he/she would like to cancel the borrowing request as soon as the new local request has been created.

    We need a better way to convert a borrowing request into a patron physical item request, and then delete the borrowing request.
    We often receive borrowing requests from patrons on books which are available in our library, other editions etc. . In those cases we may create a patron physical item request on the local title by clicking "view local", then conduct a search, then place a new request on the local material (note: we here have to type in patron and other data which were already included in the borrowing request), and then go back… more

    249 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    9 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    Alma February release now supports converting borrowing requests to patron physical item requests.
    When a borrowing request is created and a local resource matches the request, if the operator chooses to create a request, the borrowing request data automatically populates the relevant fields in the request and gives the operator the option to cancel the borrowing request.
    For more information please see the release notes at:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201902BASE