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1055 results found

  1. 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 votes
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    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. 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 votes
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    Completed  ·  Dana Moshkovits responded

    The “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…

  3. 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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  4. Converting Digitization request to RS request - The notes field from the digitization request should be added to the RS request note field

    When converting a digitization request to resource sharing borrowing request. The digitization notes field should be copied to the resource sharing request note field. This would also help interlibrary loan staff know that the item was converted from a digitization request. But also many notes are added by library staff in the digitization request notes field when triaging the request. Therefore, this would be useful for the interlibrary loan staff to see on the first page of the request, rather than having to click through to the notes section.

    1 vote
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  5. Add labels to Digitization request form

    The following three labels are on ”Digitize Other Issue” request form, but not on the “Digitization” request form.

    ・almaDigitizationOther.manualDescription
    ・almaDigitization.volume
    ・almaDigitization.issue

    We also want the three labels to appear on the “Digitization” request form so that patrons can specify the issue they want to digitize when multiple issues are bound.

    3 votes
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    Where there are issues with volume/issue (and therefore a Description) then the request form is on the item level. The selection of the item is what identifies the exact volume/issue.

    The ”Digitize Other Issue” option is intended to enable requesting a volume that is not catalogued and therefore cannot be selected for requesting. This is why it has explicit volume/issue fields.

  6. Increase customisation options for the resource sharing request form

    User experience testing that we conducted showed that most users prefer to place resource sharing requests via the resource sharing request form in Primo. Users also expressed frustration with some aspects of the form including the format of the fields. They also expected that the Library could add notices relevant to the resource sharing service to this page.

    The current options for configuring this form do not allow us to meet the expectations of our users. We would like to have more options for customising the page the form is on and the form itself. Specifically we would like…

    358 votes
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    We are looking into improvements that can be made to the Primo VE form, such as:

    • Add a custom notice or message to the form
    • Improve the form fields’ responsiveness to the requested format (book/article and physical/digital)
    • Look into ways to enhance the configurability of the look and feel for the form
  7. Fulfillment Network AFN- Add "Manual Locate Job" id to Borrowing Request details; Add Borrowing Request ID to "Manual Locate Job" details

    In an Automated Fulfillment Network (AFN), when an institution's user places a resource sharing borrowing request, Alma runs the "Manual Locate Job" to build the rota for the request. The job report can be viewed in the Admin> Manage Jobs and Sets> Monitor Jobs> Job History.

    Currently, the only way to match the "Manual Locate Job" for a specific user's borrowing request, back to that borrowing request as listed in Fulfillment> Resource Sharing> Borrowing Request is by timestamp.

    Please add the Manual Locate Job's identifier to the user's Fulfillment> Resource Sharing> Borrowing Request details, as well as…

    4 votes
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    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. Send borrowers an email when they place a request

    It would be good if, when someone places a request on Primo, they could be sent an email receipt to confirm what they have requested. (This is an idea for both Alma and Primo, as I assume the email would be sent from Alma).

    Not only would it be useful for users to have confirmation (a lot of webforms will send users a copy of their completed form, so people half-expect one from Primo/Alma), but it would allow libraries to include important messaging.

    eg. at the moment, January 2021, we're in lockdown again, so the email could ask people…

    39 votes
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  9. Check past requests

    When a request is cancelled or completed, there is no possibility to retrieve any information about the past request. If something went wrong, it is impossible to trace the patron or destination of the request.

    168 votes
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    Thank you for submitting this idea and for highlighting the need to view past patron requests in Alma.


    With the introduction of the new Manage Patron Services interface, this functionality is now available. The Requests tab includes both active and historical requests, allowing staff to review a patron’s full request history directly from the same screen.


    Since this enhancement is now part of the updated workflow, I’m closing this idea as completed.

  10. Store information about request history

    It is currently not possible to see whether an item has previously been requested, only that it's checked out. I want (often) to be able to tell: how many times throughout the history of this item has it been requested and in what way (page from shelf, recall, something else). It's super weird to me that this isn't present in the fulfillment history at least, and probably in analytics.

    90 votes
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  11. Automatic selection of "Complete the request" when shipping Lending Digital requests

    For Lending Digital requests, could the "Complete the request" be automatically selected when we ship an item (or maybe the recent choice remembered) – so we don't have to select it each time we supply an item?

    8 votes
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    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. A purchase request with the status "Approved" can be rejected (NOT deleted) and that this information is updated in My Library

    Our proposal is that a purchase request with the status "Approved" can be rejected (NOT deleted) and that this information is updated in My Library (we want the user can see that their purchase request was rejected). The problem when you try to do this is that Alma warns that requests with status "Approved" can not be rejected.

    Ideally, when the POL associated with the purchase request is canceled, Alma should automatically reject this request and it would be displayed in Primo-My Library. (for example, the provider says the book is out of stock)

    26 votes
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  13. Adding "Level of Service" to Resource Sharing Borrowing/Lending Request Facet

    Currently, when placing a Resource Sharing Requests (both Borrowing and Lending), clients are able to select a "Level of Service" e.g. Core, Rush, Express. The Borrowing/Supplying library will then base on this level of service to prioritize the workload. At the moment, Level of Service is not available as a facet for filtering in Alma. The impact is that library staff need to go through every requests to find out what level of service the client has requested. When the Borrowing and Lending Request list contains hundreds of requests, this task is impractical and defeat the…

    46 votes
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  14. Increase the visibility of digitization requests in case of multiple requests

    When there is more than one digitization request on a same item (same or different requesters), only the first request is displayed in the Task List. When this request is completed, the second request is not listed in the Task List or in the “In Process Items” page, except when the barcode is scanned again.

    We think that “In process Item” page should not be empty once the first request is completed. Or least, there should be an alert informing the operator that there is another request on the same item just ready to be fulfilled...

    322 votes
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  15. Request Status Reason Displayed to Staff on Expired Shelf List

    It would be useful to have the reason why a Request is now in the Expired Shelf List.
    Recently a user cancelled a request the day after it went onto the Hold Shelf.
    Staff were under the impression that there must have been a problem with Alma as the Held Until Date was just one day after the Held Since Date. It took a bit of digging to find out that the user had actually cancelled the request (we had to go to the user account and have a look at the attachments to find out what had happened).

    8 votes
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    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

  16. Remove Request cost section in Borrowing Request section

    Make the request cost section in the borrowing request section configurable so that it doesn't display. As our doc del team do not need it, as we don't charge customers or partners for doc del.

    1 vote
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    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

  17. Allow staff to override auto return when a borrowing request is received after needed by date has passed or request has been cancelled

    When a borrowing library receives a resource sharing item after the request's needed by date has passed, Alma automatically updates the request to returned without displaying any alert. This causes a substantial amount of confusion for staff. We would like Alma to display an alert when a resource sharing item is being automatically returned to the lender because it was received after the request's needed by date. We would also like the opportunity to override this automatic return so users can have the option of using the item.

    Likewise, Alma automatically updates borrowing reqeusts to returned when they've…

    53 votes
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  18. Display user's loan due date in borrowing request screen

    When a user who has an interlibrary loan requests a renewal of the item, staff need to check both the due date that the partner library has set, and the current due date of the loan on the user's record. This is because we can sometimes extend the due date of the loan without requesting a renewal from the partner library, since the loan due date will still be within the due date that the partner has given us. To do this check, staff need to view the borrowing request (to see the partner library's due date) as…

    8 votes
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    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

  19. Hold shelf request slip letter - new regex code table to create pickup number based on internal identifier for Resource sharing requests?

    In 2018, a new letter for hold shelf items was introduced thanks to this idea exchange (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32042020-new-letter-for-hold-shelf-slips) It has been very helpful in managing physical item requests, since the letter is customizable.

    We see that improving this letter to also include pickup numbers for resource sharing requests/physical non-returnable. Since these requests do not get a Request ID which then becomes the Additional ID - but rather an Internal ID – the letter could be improved to include a portion of the Internal ID as the pickup number.

    For instance, a RS request has the internal…

    119 votes
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  20. Converting Digitization request to RS request - The “Delivery Location” should be selected as “Alternative address”.

    When converting a digitization request to resource sharing borrowing request. The “Delivery Location” should be selected as “Alternative address”. So that the rapidILL proess can run automatically. Or at least Customers should be able to pick a default location for the address when a request is converted to a resource sharing borrowing request.

    2 votes
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    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

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