Alma
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1038 results found
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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…28 votes -
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…
159 votesIt 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.
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Add "Date needed by" to Resource Sharing Borrowing Request page display
When first opening the "Resource Sharing Borrowing Requests" page, Alma shows a list of the first 20 requests by default; each request has various pieces of information, including the item's title, format, external identifier, creation date, etc. Each request also has an "Other details" button which reveals additional information like chapter title, volume, call number, etc.
However, neither the main information nor the "other details" fields show the request's "Date Needed By", which is part of the item's request form which the user fills out. The only way to view this information is by clicking "Edit" on…
11 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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Multiple file upload to single digital resource sharing request (lending)
When digitally shipping uploaded files in resource sharing, allow the upload of multiple pdfs, e.g. when a single request reference is for two ebook chapters. Similar to how you can add multiple barcodes to a single request when sending physical items. Thanks.
10 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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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…249 votesAlma 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 -
PO Line: <series_statement> and <series_uniform_title> - missing 490/830 subfield v in the XML
Marc21 field 490, "series-statement", and Marc21 field 830, "series-uniform-title", are available on the Order List Letter (letter code: OrderListLetter).
However, the content is not complete :-(
Only 490|a goes to <series_statement>, 490|v - the Volume is missing.
Also 830 only provides |w as <series_uniform_title>, |v is missing.Please see example:
035 __ |a AC04654069
245 00 |a Keiner wird gewinnen |b populäre Musik im Wettbewerb |c Dietrich Helms ... (Hg.)
490 1_ |a Beiträge zur Popularmusikforschung |v 33
830 _0 |w (AT-OBV)AC00913498 |v 33 |9 O:1<series_statement>Beiträge zur Popularmusikforschung</series_statement>
<series_uniform_title>(AT-OBV)AC00913498</series_uniform_title>Please add…
158 votesHi all,
thank you for sharing and supporting this idea!
As of November 2025, the acquisitions letters now include the subfields $v of MARC fields 490/830.
Read more in the Alma Release Notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Release_Notes?mon=202511BASE#:~:text=New%20MARC%20Subfields%20in%20the%20Acquisitions%20Letters
Best, Alma Product.
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Lending requests - requests shipped as physical non-returnable should automatically get status Request Completed
Now when there is an lending request in Alma and we choose the option "Ship non-returnable" then such request gets a status "Shipped physically". We suggest that such request should automatically get status "Request Completed" because it was shipped and such request is completed according to our workflow.
4 votes -
Hide Pickup Location on Blank ILL Article/Book Chapter Request Form
The Blank ILL article/book chapter request form requires users to select a pickup location. Many libraries do not offer pickup options for articles, they are all delivered electronically. There should be an option to turn off the required pickup location for the Blank ILL article/book chapter request form.
13 votes -
Ability to dismiss notes/General message in rejected lending or borrowing request
Ability to dismiss notes/General message in rejected lending/borrowing request.
When we recieve notes/general messages on rejected lending or borrowing request the only option is to delete the note/ general messages. If we want to keep the requests history, deleting messages/notes is not good.
13 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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Option to define which library will serve a patron digitization request with priority
We allow patrons to place digitization requests on print journal articles. For this we use a central digitization department that serves several libraries of the institution. Since the request can be placed on the journal title it often occurs that several libraries could fulfill the request. At the moment the system picks the serving library randomly. Since our central digitization department is located at our central library, it would be extremely helpful, if we could define that items of the central library fulfill the requests with priority. This way we could eliminate unnecessary transfers of items between…
50 votes -
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 -
"Purchase Request Status Letter": take the sender from library address
The "Purchase Request Status Letter" takes the sender from the label "addressFrom" on the Letter configuration.
We would like to suggest that the sender for this letter would be taken from the email address of the library that manages the request.
This behaviour already exists for other acquisition letters, for exemple the "Interested In" letter.
11 votes -
Add a facultative note to patron when rejecting purchase request
Our proposal is to add a free field text in the popup when rejecting a purchase request. This field would include a note to the user, detailing the reject reason.
This could be used by the library in several ways :
- give the link to the record in Primo for documents already available ;
- give the link to an Open Access version of the document ;
- give details about the book (out of print...).It would make communication more personal
130 votes -
Hide recent patrons in drop-down menu and make available only upon request.
Hide recent patrons in drop-down menu and make available only upon request. Although it is convenient to be able to access recent patrons' records, exposed names can lead to fulfillment errors (staff works in wrong patron account) and breach of confidentiality.
73 votes -
Add to the "Monitor Request" screen a filter which will allow users to see "Rejected and active" requests
On behalf of the Product management team we would like to understand the need and use cases of the following Idea (which it's need was raised by a specific library) - any comment is welcome.
When trying to delete a circulation desk user is notified: 'This circulation desk is attached to one or more requests and cannot be deleted'. User goes to the monitor request screen and does not find any request that prevents the desk deletion...
The reason is that the request was rejected but it is still active (item was not scanned)
Due to the fact the…
17 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Add "Print Slip Report" action to the "Resource Request Monitoring" screen
The Print Slip Report function is currently available from the "Pick Up Requested Resources" and "Resource Sharing Lending Requests Task List" screens. But when a hold is placed on an item that is checked out, the returning item is automatically placed on hold and the request bypasses the "Pick Up Requested Resources" screen and shows up on the "Resource Request Monitoring" screen as "On Hold Shelf". But the Print Slip Report is not available here. It does need to be available here, as well.
"Print Slip Report" is a different action than "Print Slip." The Print Slip…
121 votesHi,
The request monitor page is not intended to be the routine working space, but rather be an interface that allows searching and fining specific requests to query about their status, and run some specific actions (such as cancel). The routine work on the requests list is intended to be done via the task lists.
Thanks,
Moshe -
New UI - request pickup location
When placing a physical item request for a user the 'Pickup at' box is confusing. If you just click in the box or hit the drop-down arrow the only suggestion that comes up is 'No campus' . You then need to click on 'No campus' to get up a pickup locations list to choose from. The old UI gives 'No Campus' but also lists the other pickup locations as well. I'm told this is because the new UI groups libraries to improve the clarity of the list, but it seems to have created a backwards step in usability. Can the…
13 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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Convert digitization request to purchase request
I would like to convert a request from a scanning request to a purchasing request, particularly when the permissions cost is high. I am not sure if this is a Alma or Rialto workflow, but it would be nice to do a "search in Market" to find out price and auto-reject the way we can do in Rapido. Additionally, we would like 'Pay-per-use" functionality from Alma digitization requests.
1 vote -
Patron physical item request – automatic cancellation of requests when ‘Date Needed By’ has passed:
I suggest that if the "not needed by " date is reached then the patron request is cancelled.
The only function of “date not needed by” for patron physical item requests is to prevent items from being put into transit from other locations if the transit cannot be completed by the required date.
However this is not clear to patrons and users ask us why we send Hold available notices when they already indicated a date when they would no longer need the item.
Staff also waste time locating items that Patrons have indicated are no longer needed, only…
600 votesThe “Date needed by” field (also known as “Not Needed After”), which can be populated by the patron, was taken into account only in the “pick from shelf” workflow step, cancelling the request when the date was in the past without sending a cancel notification (since the patrons indicated that they are no longer interested).
Following this development, this behavior will be applied in other workflow steps in the request lifecycle:
Queued requests that are not yet active but are past their date needed by will now be canceled by the “Request – handle last expiration date” (to avoid recalling items to fulfill requests that are no longer relevant).
When an item is scanned in, if the “date needed by” of the request had passed, the request will be canceled.
When an item is placed on the hold shelf, if the date needed by is earlier than the regular hold… -
new purchase request notification
Please create a notification for when new Purchase Requests are submitted. Something instant and similar to the notification received when requests are submitted in Rialto would be nice.
26 votes
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