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Fulfillment and Resource Sharing

Return to Alma Roadmap Highlights Overview

Fulfillment and Resource Sharing.png

Fulfillment and Resource Sharing

Overview

Alma Fulfillment and Resource Sharing features allow patrons to gain quick and easy access to resources of all formats, utilizing library-managed resources as well as resources the library can obtain from external sources​.

2024 H1 

 

Enhanced RapidILL Integration

What’s New Highlights Impact

New integration points with RapidILL.

It will be possible to configure lending off-times in Alma and have them automatically registered as off-times in RapidILL, eliminating the need for configuring both separately. 

Fully seamless workflow and configuration with RapidILL.

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Support Version 3 of D2IR APIs for Integration with InnReach

What’s New Highlights Impact

Alma will support version 3 of the INNReach D2IR APIs.

The new version of the API will support seamless integration in an InnReach network, including the ability to support visiting patrons.

Improved integration and more efficient workflows for Alma libraries that participate in an InnReach network.

Support visiting patrons when the Alma library is part of  an InnReach network.

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RequestIt! - Submitting Resource Sharing Requests to External Sources

What’s New Highlights Impact

Ability to submit resource-sharing requests from third party discovery interfaces.

Patrons will be able to use pre-populated forms, based on search results from a third- party discovery source, for submitting resource-sharing requests.

Patrons will be able to create resource-sharing requests from many different discovery sources.

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2024 H2

Manage Patron Services Screen – Opt-In to Enhanced UX    

What’s New Highlights Impact

A new Patron Services screen.

The screen will be redesigned to leverage new layout capabilities and provide a fresh and improved user experience.

In this phase of the UI rollout, the new UI will not be activated by default but it will be possible for institutions and individual users to activate if they choose to do so.

Quicker and more effective work at the circulation desk, using a cleaner and improved personalized Patron Services screen.

Below is the in work prototype. This is being used as the basis for the design of the new Patron Services page.

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More information can be found on the Workflow Simplification page.

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clipboard_e4c42bcbea8e2fa88440629798b728696.png Proxy-User Expiration Date

What’s New Highlights Impact

Option to set expiration dates for proxy users.

When creating a proxy patron, it will be possible to set a date after which the proxy user will no longer be able to receive fulfillment services on behalf of the sponsor.

No need to manually manage the expiry of proxy users that are set up on a yearly basis.

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clipboard_eb054c040600c094cba22681845f9c2f7.pngNotification Letter when Hold Shelf Expiry Date is Updated

What’s New Highlights Impact

It will be possible to configure the system  to send a new email to the patron when hold shelf renewal takes place.

​Updating the expiry date for items on hold shelf will allow resending a notification letter with the new expiry date. 

Patrons will be better updated about the status of their hold shelf items, without requiring manual library staff work.

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clipboard_eb054c040600c094cba22681845f9c2f7.pngPurge Users Based on Users Set

What’s New Highlights Impact

It will be possible to run a job on the set of users to purge them.

​Purging users will be possible not only based on the purge date, but also as a triggered action on an identified set of users.

This new option will make it easier to clean up user data based on various criteria used by the library.

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clipboard_eb054c040600c094cba22681845f9c2f7.pngAutomatic Renew Notice

What’s New Highlights Impact

Notices will be automatically sent to patrons when their loans are automatically renewed.

Patrons will receive a notification when a loan is renewed by the system

This new option will make it easier for patrons to track their loans' status.

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2025 

clipboard_eb054c040600c094cba22681845f9c2f7.png Persistent Role Template

What’s New Highlights Impact

The system will maintain an ongoing link between the role profile and the user record.

Any further changes to templates will automatically affect the roles of the linked user.

Easier and more efficient update of role templates. 

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Proxy Loan Navigation Improvements

What’s New Highlights Impact

Improvements in using a proxy patron account in Manage Patron Services.

It will possible to easily identify a proxy patron at the circulation desk, and choose the sponsor on whose behalf an item is checked out. 

Improved efficiency of proxy-patron management at the circulation desk.

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