Display item policy in item record
Having the option to display the item policy from Alma as a field in Primo would be beneficial as this does not change dependent on the user type or fulfillment rules. It would also provide more information to users irrespective of whether they are able to sign into Primo (e.g. users not affiliated to the institution will be unable to sign in) and makes it clearer and easier for staff to explain to customers why a particular item can/cannot be borrowed.
Thank you for this idea. We are currently reviewing it together with the Alma team.
Did not make it through round 2 of NERS.
Glad that it's under review, it's clearly the idea with the most votes here.
NERS 7780, round 2 open for voting now.
NERS 7780, open for voting now.
Please vote – we had this chance a year ago and let it slip.
Careful with loanable / not loanable: they can _change_ after the patron signs in.
Nicolas C (Normandy) commented
The display of the elements of the Conditions of Use (TOU) in Primo VE offers only one choice: "loanable" or "non-loanable" (or other local labels). This poses a problem for us for the elements which we wish to communicate on site during the day and which must therefore not appear as borrowed to avoid misunderstandings (cf. computer equipment) but which we wish to lend without "override". At the other end of the spectrum, we have the confidential copies which must not appear with a mention as "communicable ..." either. These conditions of use should be displayed according to 4 modalities: “Borrow at home”, “Use on site”, “Non-borrow” and “Confidential”.
The codes for these labels (ViewIt Labels table) are c.uresolver.getit2.itemlist.noncirculating vs c.uresolver.getit2.item_list.circulating with no apparent alternative. This binary choice of "circulating" corresponds to the menu Config> Fulfillment> Advanced Policy Configuration> Is loanable rule ("In reading room only" has the same result as "True").
We therefore believe that there should be 2 new options for the "Is loanable" rule: "On-site use" which would allow any colleague at the loan office to make a short-term loan, and "Confidential" which does not. would allow no transaction.
Lisa Bodenheimer commented
I'm interested in knowing whether the Availability Status choices are customizable. We are grappling with the issue of having paging slips and requests for materials that have the item policy Non-circulating. It would be very helpful for patrons to be able to see that a particular item cannot be loaned.
Nancy Babb commented
The ability to "Broaden Availability Status in Brief Results" was introduced in Primo VE in November 2020 (https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2020/010Primo_VE_2020_Release_Notes?mon=202011BASE), making it possible to display additional details for "Not available" materials.
Would it be possible to provide similar functionality and display for "Available" materials?
It would be a tremendous help to users to see in brief results which materials are "Available" but "Non-Circulating" or in other specialized statuses.
It would seem that if it can be done for "Not Available" status it should be possible for others, too -- right? Why was this introduced only for "Not Available" and not for "Available," when the description in the release note is "Broaden Availability Status"?
Can anyone from Ex Libris address this issue? Thank you so much!
> dependent on users signing in
And can't be translated if you're in a consortium with an NZ https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/44068137-item-policy-translations
This is the idea with most votes now.
No reaction from Ex Libris since 2018.
Did not make it through NERS 2021. There is at the moment only 1 other idea with more votes.
I agree with Helen Barrell, January 2020:
"Please could we hear from someone in ExLibris about this idea?"
NERS 6794, open for voting now.
Amanda Thomas commented
This would be extremely helpful. Seeing "Loanable" and "Available" when looking at an item causes users believe that they can check that item out of the library. More granularity such as "Available - Library Use Only" (as previously suggested) for non-circulating items would be a huge improvement.
There are only 2 other primo ideas with more votes at the moment.
Sylvia W. commented
It is an absolute must. Neither patrons nor librarians are able to see those informations in Primo VE...
I would appreciate that so much, as we have quite some items we do not lend out of the house
Uwe von Ramin commented
Nancy Babb commented
A way to prominently display additional information about the circulation status upfront is greatly needed. Our system is configured to display non-circulating items as Not Loanable -- but they still display as Available, which is confusing to users. Being able to display some combination of availability, such as Available - In Library Use Only, etc. would make a much better, less confusing experience for our researchers.
Erica Nutzman commented
Our users don't login to Primo and even the staff can't tell if something can be loaned or not without logging into Alma. We are on Primo VE.
Helen Barrell commented
Please could we hear from someone in ExLibris about this idea?
I realise that some users might operate in a way that means say an item can be a 2 week loan for undergraduates and a month for academic staff and would need the facility of a login in order to display loan status.
However, many institutions are simplifying their fulfilment processes. At my library, our items are either loanable or not loanable. There's no need to login to find this out because it doesn't vary by borrower type. It either is or it isn't.
We field numerous complaints from users, sometimes external visitors, who can't get at this information easily, and it's forcing people to take an extra step which, under our set-up, is completely unnecessary.
Please make logging in to find out loan status an option, not a fixed part of the system.
We are using Primo 5.