Alma/Primo VE Satisfaction Open Forum

December 13, 2021

Fulfillment Functional Committee

Agenda

• Update on 2020 top issues
• Review of issues submissions
• Open discussion
• Ex Libris Support Center

2020

Top Issues Update

Personal Delivery Workflow

Request:

• Enhance the personal delivery workflow to allow users to enter in their address, rather than rely on the address in their user record and provide the ability to use the School or Alternative address for personal delivery
• Enhance the Primo hold request form to allow for more library created fields

Ex Libris response: CSU request: personal delivery not to “home” or “office”

Suggested solution:

• User will be able to request “home delivery” if there is no “home” or “office” address
• If there is no “home” or “office” address, the user will need to provide delivery address in Note or designated field(s)
• Even if there is “home” or “office” address the user will be able to provide delivery address in Note or designated field(s)

To be considered – adding “school” address or any address type as home delivery options

Tentative plans for Alma solution in H2 2022

Personal Delivery Solution

Physical Item vs Physical Title Searches

Issues:

• Each physical search type (title vs. item) offers different functionality (i.e. you cannot mark an item missing from an item search)
• When searching in Physical Item, you have to re-search it in Physical Title in order to mark it missing if there is only 1 item in the record

Ex Libris response: We are aware of the need to improve the navigation and it will be address as part of our improvement of the Physical Item search

See Physical Resource Management (Roadmap) and Repository Search - Enhanced UX (theme)

Restore to Temporary Location

Issue: An item with a temporary location does not return to that location after being returned through resource sharing

Ex Libris response: Fix is planned tentatively for H2 2022

Top Alma Issues

Items Returned to Different Location

& Transit Status

Issue: When an item is returned to different location in Alma, it automatically puts the item in transit to its original destination/location

Solution: Pop-up box warns staff that the item is being checked in at the wrong location and will go into transit; Have a cancel option so that the item doesn’t go into transit and rather the staff can change the location in Alma before completing the check-in

Current pop-up just lets you know that the item is going to a new destination

New pop-up could give a warning that the item will go into transit and provide Cancel option

Transit Pop-Up

Scan In Messages Configuration page

1. Configuration Menu
2. Fulfillment
3. Physical Fulfillment
4. Scan In Messages Configuration
1. Message configured as Popup or None = transit
2. Message configured as Feedback = reshelve

Ex Libris feedback: once the item is scanned it is not in a reversible state

Call # Searching Not Intuitive

LC Call Number search in Alma does not produce results but item is found in Primo

Lost vs Lost & Paid

Lost Status

• Item has been declared lost, based on the configured lost loan profile or was manually set to lost
• Item remains on patron’s active loans list

Lost and Paid Status

• Item has been declared lost and the patron has paid for it
• Can be configured to be removed from the active loans list once the item status is changed from “lost” to “lost and paid”

Lost and Overdue Profiles

Configuring Overdue and Lost Loan Profiles: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/Configuring_Loans#Configuring_Overdue_and_Lost_Loan_Profiles

YouTube Video: https://www.youtube.com/watch?v=tMP-kKGP6wc

Top Primo VE Issues

Record Deduping

Issue: Primo results display multiple records for the same title

• Ebook records are separate from the print records
• Possible cause: these are two separate records in Alma, therefore showing as two separate records in Primo

Solution: Primo results would combine all formats of materials into one result with all requesting options

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Solution: One Primo result with both ebook and print holdings, plus request buttons

More Control for Find It, View It, Get It

• Ability to choose which article links show first, or what shows at all
• Ability to choose which print holdings to show first
• CSU+ link fields can be more customizable

Customization over article links display:

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• Reduce the number of links showing
• Organize the links in preferred order

Find It

Customization over which print holdings show (i.e. periodicals first and then microforms)

View It

CSU+ Request Form should be customizable to not include the Volume field if there is not multiple volumes

Get It

What Issues Do You Have with Alma and Primo VE?

Ex Libris Support

Alma Chat Support

Ex Libris Support Center

New ProQuest/Ex Libris Support Center: What You Need to Know

https://knowledge.exlibrisgroup.com/Cross-Product/Support/Integrated_Ex_Libris_-_ProQuest_Support_Center/The_New_ProQuest%2F%2FEx_Libris_Support_Center%3A_What_You_Need_to_Know

New Support Center: Converting Published Cases to Knowledge Center

https://knowledge.exlibrisgroup.com/Cross-Product/Support/Integrated_Ex_Libris_-_ProQuest_Support_Center/The_New_Support_Center%3A_Converting_Published_Cases_to_Knowledge_Articles

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Poll Questions

1. On a scale of 1-10, how responsive is ExL Support in addressing issues in your functional area?
2. On a scale of 1-10, how satisfied are you with how Alma currently performs in your functional area?
3. On a scale of 1-10, how satisfied how satisfied are you with how Primo VE currently performs in your functional area?

Survey

https://forms.gle/bPjcSPVtF3hVngSk8

Deadline: Friday, December 17th