Alma
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1106 results found
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Include the workflow step status of a "pick from shelf" request in the API
If a "pick from shelf" request is created in Alma, it initially has the workflow step status "new". After printing the Resource Request Slip Letter, the workflow step status switches to "in process", showing that the request is now being fulfilled (meaning an employee is now picking the item from the shelf).
If this difference was included in the API call, it could be used by a discovery system to enable patrons to cancel a request only if the Resource Request Slip Letter has not yet been printed. Thus, patrons could cancel "new" requests, but not those that are…
6 votes -
Add an order action in the Purchase Request to “Approve and order from the CZ
Add an order action in the Purchase Request to “Approve and order from the CZ.” Alma would add an alert to the citation and redirect the user to the Community Zone, to the desired portfolio. The operator will only need to click on the "Approve and order from the CZ". Currently the only Action is “Approve and Order” which creates a local portfolio not linked to an E-Collection. It’s cumbersome and time consuming to re-link the POL and portfolio to the correct Community Zone record.
312 votes -
Add option to close library for borrowing or lending requests based on format of request
A library can close for borrowing or lending requests and include dates when the library can't process borrowing or lending requests. It would be helpful and provide more efficient processing of borrowing and lending requests if requests could be deflected by format.
As a borrowing library, there are times when a patron's article requests could be processed and sent to a lending library, but a physical request can't be processed.
Borrowing physical requests may not be possible because the physical library building is closed, and the item can't be delivered to the location.
It…
44 votes -
'Manage purchase request' page report to include fields like ISBN
The ‘course instructor’s name’ and the ‘course name’ fields are not there in the ‘create purchase request’. So, we write the course instructor’s name under the Requestor tab and Librarian's name who has inputted the request on Requester Note. If there were separate fields we could have searched by the name of the Librarian also as we cannot filter by requester note.
After creating a purchase request, when we export the requests to an Excel sheet using the ‘export list’ icon on the Manage purchase request page, we don’t get fields like ISBN, Publisher,…4 votes -
Lending request can go wrong too easily
As it is now when one is doing more lending request it is too easy to make a mistake. When you chose Ship suddenly we cannot see which document that you are shipping so one can easily believe and chosing a barcode that doesn't belong to that post goes just as swiftly as the one you should have chosen. It is no way of seeing that things have gone terribly wrong.
Then when you try to ship the other using the right barcode that doesn't go and NOW you see something is WRONG, and you have 2 faults in stead…
15 votesSee comment by Asaf Kline
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Improved history tab for lending requests to include when a request is attached to a different MMSID
As a result of lending requests sometimes being attached to an incorrect MMSID, with no clear indication as to why or how, we would like to see an enhancement to the lending request history tab to include information when this happens. This is to better analyze future cases where this error occurs.
14 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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Allow transferring a recall to the next eligible item without placing a new request
In the event a patron with a recalled item has extenuating circumstances that prevent the item's timely return, it would be helpful to pass the recall process to the next eligible item in the holding, e.g. the next oldest loan. Currently, we are only able to extend the due date of the current loan, and advise the requesting patron to cancel then re-request the item - this would cause issues if there is a queue of requests for the item, and we would like to be able to "bump" the chain of requests down if possible.
28 votes -
On the Monitor Request page order the owning library and pick up location facets by A-Z
We would like the libraries listed in the Owner and Pick up Location facets in the Resource Request Monitoring page to be ordered by A-Z as we have a long list of libraries and this would make it easier to scan the list and find them. The Owner and Pick up Location are ordered by A-Z in the Borrowing Requests page already and this is much easier for us.
52 votesAs of teh January 2019 release, the values of the pickup location and owning library facets are sorted alphabetically on the Requests Monitoring page.
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Visibility that staff is working on a Borrowing or Lending request via facet
Description
Enhancing visibility into requests currently being processed by colleagues will significantly improve the efficiency and effectiveness of Resource Sharing Borrowing and Lending operations.
Please add a facet option to filter out any “free” requests that aren’t being worked on by other staff. By streamlining workflows, libraries can ensure a smoother process, a better client experience, and a more coordinated collaboration among borrowing and lending libraries.
Alternatively, it could be a note on the request or something similar - a visibility feature that allows staff to better allocate their time by avoiding overlaps and duplicate efforts.
Impact of…
6 votes -
Add task list- item request be rejected or be cancelled and become to "transit"
found that when the request(any request) is rejected in any way (by patron or librarian) the item's next step is "Transit", but there do not have task or list to let the librarian know.
it will cause these items stuck in "Transit" until someday we need them.
If we can add the task list to let the librarian know which item we should handle it should be better.
(according to case 06525736 )11 votes -
Make personal delivery labels in Resource Sharing request form configurable
We have had many complaints from users who don't understand what Work Address means in the pickup/delivery location drop down menu in the resource sharing form, or they don't even see it.
We much prefer the layout within the patron physical item request form where home and work address are separated from Library pickup locations under a personal delivery heading and where we can customise the labels for Home and Work Address.
Please make the same functionality available in the resource sharing request form so that we can make all of our request forms a consistent experience for users.
5 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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Allow Resource Sharing Request Owning Library to be Set by Pick Up Location
The Owning Library designation in a resource sharing borrowing request determines where the lending library will send the item. In most instances it is preferable for the Owning Library and the Pick up Location to be the same - that way, in the case of an institution with multiple remote libraries, the item will be sent to where the patron want to pick it up.
Out of the box, it is currently it is possible to set a default Owning Library, or else allow the patron to choose the "Owner" on the resource sharing request form. It is also possible…
23 votes -
Ful Resource Request Slip Letter split in two
We would like the Ful Resource Request Slip Letter printout to split in two: one letter for staff when picking material from stacks, and one for use on the hold shelf for end users to see. These two functions are difficult to combine since staff need to know who the requester is at the same time as GDPR makes anonymization of the hold shelf slip necessary.
We currently try to solve this by using the Ful Hold Shelf Request Slip Letter as the hold shelf slip. But this printout is meant only for staff and so is printed in…
4 votes -
Booking requests such as a Study room request should be canceled automatically after more than booking release time if it is not loaned
In this document: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/050Physical_Fulfillment#fulfillment.tou.termsOfUseManagement
Is indicated that if the booking release time passes and the requesting patron does not loan the resource, the booking request is still in effect but the resource can be loaned to another patron.
It would be very useful if the booking request, for example study room request, were canceled automatically after more than booking release time if it is not loaned. So we should not be pending to cancel them manually if it is not occupied.
Thanks in advanced!11 votesThe Handle Expired Booking Requests scheduled job considers all expired booking requests that are not in Failed, Rejected, or Completed statuses and cancels each request that meets the criteria. The job also anonymizes the request according to the institution’s request anonymization configuration.
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Ability to reverse 'completed' requests in Resource Sharing
There are some occasions where we have completed a resource sharing request, and then later realise we aren't actually "finished" with the request.
Even if you change the status to something else (e.g. shipped physically), you are still unable to receive an item on the request number.Would it be possible to create an option to 'un-complete' a request? Which would then give the request all the available options as active requests?
36 votesThe July 2019 release has a feature for ‘Reactivate Resource Sharing Requests’.
For completed peer to peer resource sharing requests, a new row action, Reactivate Request, is available on the Resource Sharing Task List. This action may be used to reactivate a request that has been mistakenly marked as completed.
The option is available on both the borrowing and lending request task list.
For borrowing requests, a temporary item is recreated using the previous barcode with the process status set to ‘In resource sharing’.
For lending requests, the shipped item’s process status is set to In resource sharing and the item is relinked. The request status is Request Reactivated.
See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201907BASE -
Time stamp on printed Resource Request Slip Letter and Hold Shelf Request Letters
Add the time stamp to Resource Request Slip Letter and on Hold Shelf Request letters when printed.
1 vote -
XML Expansion for "Ful Resource Request Slip Letter" with Data about Reshelving Status and about Expected Date when Item will be Reshelved
For fetching requested media at the stacks we are making use of the "Ful Resource Request Slip Letter" in printed form which we customized according to our needs.
Unfortunately, the data fields that contain
- the information that the requested item might currently not be at the stacks because it has just been returned and is therefore very likely on its way back to the stacks (Status = awaiting_reshelving)
- and the information when the requested item is expected to be reshelved ("reshelving_time")
are not provided in the XML data of the "Full Resource Request Slip Letter".
This information,…
63 votes -
Simultaneously reject and complete lending requests
When we digitally ship a lending request, we have the option to tick a box to simultaneously complete the request and remove it from the active worklist.
However, if we reject a lending request, there is no option to complete the request at the same time. We have to do an additional workflow step to complete rejected requests and remove them from the active list.
To solve this issue, a "Complete the request" checkbox should be added to the Reject Request dialog, allowing us to simultaneously reject and complete a lending request.
24 votes -
Purchase Request Suggestion
Enable Purchase Requests to be auto-assigned to a specific user based on either fund code or name/EID of the person submitting the request.
1 voteHello 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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Request to drop to next item when previous is made Missing
If an item is requested but can't be found and therefore toggled to Missing, the physical item request remains unfulfilled and cannot be fulfilled by another copy of that title. Either staff get an option to drop the request to the next available/eligible item, or that is done automatically, or both those options.
5 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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