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titleIN PROGRESS
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titleSTALLED
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titleAdd Text to Success Alert (Configuration Directions Included)

Status
colourGreen
titleLow

Recommendation:

Add additional help text to the success box, such as “Success! You will receive an email when your request arrives” (is this a universal thing that would occur after request submission?)


Can users receive an email to confirm successful request placement?


Rationale:

New or infrequent users might not know what to expect when placing an interlibrary loan. Giving additional guidance will increase user confidence.

Info

How to Configure:

Privileges needed: General System Administrator or Fulfillment Administrator

Alma Configuration>Discovery>Display Configuration>Labels

Locate the Request Labels table

Click on the ellipses button to the right and choose Edit

Scroll down to label #53

If the Description field is grayed out and not editable: Click on the ellipses again and choose Customize. Now you will be able to change the wording in the description field.

If a change has already been made to the description field, you can just edit the field without clicking on the ellipses.

Hit the Save button

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titleReorder Location Elements in Request Form (Configuration Directions Included)

Status
colourGreen
titleLow

Recommendation:

Clarify pick up location options on Resource Sharing Request Form; have user select institution before selecting library location

Rationale: 

The differences between Preferred Local Pickup Location and Preferred Pickup Location is unclear.

Info

How to Configure:

Privileges needed: General System Administrator or Fulfillment Administrator

Alma Configuration>Discovery>GetIt Configuration>Resource Sharing Request

Scroll down to the Delivery Fields section

Use the blue arrows on the left-hand side of that section to move the pickup location fields up or down to where you want to place them on the form.

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Book Request

Mandatory

Visible

Description

No

No

Item Availability

No

No

Title

Yes

Yes

Author

No

Yes

Author Initials

No

No

Additional Author

No

No

Specific Edition

No

No

Edition

No

Yes

ISBN

No

Yes

LCC Number

No

No

OCLC Number

No

Yes

Publisher

No

Yes

Publication Date

No

Yes

Place Of Publication

No

No

Volume

Yes

Yes

Needs to be set to Yes for Go-Live while Ex-Libris resolves a Salesforce issue about page numbers information not showing on requests/pickslips. Should be changed to No for mandatory after it’s fixed.

Part

No

No

Chapter

No

YesNo

Source

No

No

SeriesTitleNumber

No

No

Pages To Photocopy

No

YesNo

Article Request

Mandatory

Visible

Description

No

No

Article Title

Yes

Yes

Journal Title

Yes

Yes

Author

No

Yes

Author Initials

No

No

Additional Author

No

No

ISSN

No

Yes

LCC Number

No

No

OCLC Number

No

No

DOI

No

Yes

DOI Auto Fill

No

No

PMID

No

Yes

Publisher

No

Yes

PMID Auto Fill

No

No

Place Of Publication

No

Yes

Publication Date

No

Yes

Journal Volume

Yes

Yes

Needs to be set to Yes for Go-Live while Ex-Libris resolves a Salesforce issue about page numbers information not showing on requests/pickslips. Should be changed to No for mandatory after it’s fixed.

Issue

No

Yes

Chapter

No

No

Source

No

No

SeriesTitleNumber

No

No

Pages To Photocopy

No

Yes

Start Page

No

No

End Page

No

No

...