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Alma Resource Sharing Guide

This guide explains the various components of FLVC's current resource sharing processes also known as UBorrow.

RapidILL Borrowing Request Processing

RapidILL Borrowing Request Processing in Alma

Most borrowing requests sent to the RapidILL partner require no mediation. However, there may be some occasions when further processing is needed.  The type of processing required depending on the borrowing request status.  Please see below for a list of common statuses and how to manage them.  

Borrowing Request Statuses for RapidILL Requests

  • Ready to be sent - The request is waiting to be sent to the partner. The citation may need to be edited.
  • Request sent to partner - The request was sent to a partner and should be filled soon. Once it's filled this request will automatically change to Completed and be removed from your Borrowing Request list.
  • Rejected by partner - The request could not be filled in RapidILL. The request needs to be cancelled.
  • Bad citation - The request has a bad citation and needs to be reviewed and resubmitted. 
  • Pending approval - The request has exceeded the CONTU Rule of Five Guidelines. The request should be reviewed.

Ready to be Sent

Requests that have a status of Ready to be Sent cannot be sent to RapidILL until the citation is edited.  To determine what needs to be fixed, check for Notes attached to the borrowing request:

Common Error Messages 

Unable to format ISBN AND/OR OCLC number: the ISSN, ISBN, and/or System Control Number (OCLC number) field on the borrowing request is missing or incorrect.  

ERROR Book borrowing is disabled: the requester attempted to place a request for a book chapter but did not specify which chapter they needed.  

If you are able to verify the what needs to be changed within the citation, you can attempt to resend the request through RapidILL.  See instructions: Resending a Request for more information on this workflow.  Alternatively, if your patron no longer needs the resource or if you choose to acquire the resource through another method outside of Alma, the request should be cancelled.  See instructions: Rejecting a Request and Cancelling a Request for information on how to close and delete an active borrowing request.  

Rejected by Partner

Requests that have a status of Rejected by Partner should be be reviewed daily and have their status updated to Cancelled by Staff. Updating the status to Cancelled by Staff will cause the Cancellation Letter to be sent to the patron and will complete the request so that it removed from your Borrowing List. If your institution would prefer to have the system automatically cancel these requests, please contact the help desk. 

Bad Citation

Bad citations might occur due to lacking or faulty metadata in a CDI record in Primo. Requests that have a status of Bad Citation should be reviewed at least daily. For each request, check the notes to see what is lacking or incorrect or, if the notes are not useful, click Edit to check the citation. Some research might be needed to fix the request. 

Some questions to consider:

  • Are all the fields complete? Article name, journal name, ISSN, volume, number, pages?
  • Google the article, is the citation the same? Can you find a DOI?

See instructions Resending a Request for information on how to modify the citation and send the borrowing request through RapidILL again or instructions Rejecting a Request and Cancelling a Request for information on how to close and delete the borrowing request.

Pending Approval

Requests that have a status of Pending Approval have exceeded the CONTU Rule of Five and need to be evaluated to determine whether they should be submitted as is, submitted after copyright has been obtained, or canceled. How you process these items is determined by your institution's policy.  

Copyright payments must be managed outside of Alma.  Recommended methods for doing this are purchasing the requested article directly from the publisher's website, purchasing the requested article from a commercial document supplier like Reprints Desk, or making a payment to the publisher via the Copyright Clearance Center.  

See instructions: Resending a Request if you intend to proceed with the request or instructions Rejecting a Request and Cancelling a Request for information on how to close and delete an active borrowing request.

Processing a Borrowing Requiring Additional Mediation

Resending a Request

Requests with a status of Ready to Be Sent, Bad Citation, or Pending Approval must be edited before they can be sent to RapidILL.  To edit the request: 

  1. Click on the Edit button next to the request.
  2. Edit the Borrowing Request based on the current request status.
    • For requests in status "Ready to Be Sent" or "Bad Citation," enter in any missing citation information
    • For requests in status "Pending Approval," scroll down to the Requests Attributes section of the request, change the Copyright Status dropdown to "Copyright Approved", and then click the Save button.  The request status will change to Ready to be Sent
  3. Click the ellipsis next to the request and then click Send.

 

Rejecting a Request

Requests that are in a Status of Ready to be Sent, Bad Citation, or Pending Approval need to be rejected before they are cancelled.  To reject a request:

1. Click on the ellipsis to the right on the borrowing request and select Reject

2.  Choose an appropriate cancellation reason.  Verify that Notify User is not selected and press Reject.

 

Canceling a Request

Requests that are in a status of Reject by Partner can be cancelled.  To cancel a request: 

1. Click on the ellipsis to the right on the borrowing request and select Cancel. 

2. Choose an appropriate cancellation reason.  Verify that Notify User is selected and press Confirm.