Alma

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  1. More flexibility needed for display of locations

    Our users complain that it is difficult to find the locations of items and that too many clicks are needed to find out if an item is available.
    This is the most problematic in the Locations display for journals (and monographs with the item description field filled in).

    More specificly, issues are:
    - The shelf number is not indicated clearly enough
    - Users search for items in the library that are not on shelf because they don’t click through to the single holdings display to check the availability (in the "journal display") or because the availability indication like e.g. (1…

    276 votes
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      under review  ·  2 comments  ·  Fulfillment  ·  Admin →
    • Fulfillment: Physical item recall: option to recall more than one copy

      Currently in Alma when a request is placed on a title where there are 10 copies all out on loan, and none available, a single real-time recall notification is sent to the patron who has the oldest loan, changing their loan status to 'recalled'. The 9 other patrons who have a copy are not made aware of the potential demand for the item at that time.

      For the case where there are many copies of a title, the patron requesting the title could be better served if we were to recall more than one item. For example, we might say:…

      139 votes
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        2 comments  ·  Fulfillment  ·  Admin →
      • Automatic removal of lost item from patron loan list once replacement fee is paid AND recorded in item history.

        Currently, when an item becomes "lost" and a patron is charged the item's replacement fee, when the patron pays the replacement fee, the item remains on the patron's list of loans. So, one either must individually delete" lost loans that are paid for or run a close lost loans job. Neither action is recorded in the item's history. the item is paid for. Ideally, once an item is paid for, the item should be automatically removed from the patron's list of items and have a process type of "missing" or "lost and paid for" or something along those lines. And,…

        118 votes
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          0 comments  ·  Fulfillment  ·  Admin →
        • "Skip location" in "Pickup from shelf"

          We would like to be able to choose which location to send a request to when skipping a location in the "Pickup from shelf" task list.

          110 votes
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            8 comments  ·  Fulfillment  ·  Admin →
          • Add "Previous User" in Manage Patron Services

            It would be great to have feature to see the last previous user that you pulled up in the Manage Patron Services Patron Identification page. We often find ourselves needing to look up information on the patron who we just checked out materials too.

            91 votes
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              2 comments  ·  Fulfillment  ·  Admin →
            • On Hold Shelf – new sorting option

              We need a new hold shelf sorting option.

              Non of the existing sort options currently existing in Alma is working for our needs. They are ether to long and specific for the user or do not work with our privacy policy when we have a “self service” hold shelf.

              It should be a combination of date and a generated number. The generated number should be restarted every day. This number should be visible in the manage patron services and idealy have a persistant search option.
              The number could be [day of moth]+[generated number]-[18-00001]- the generated number should be for the…

              79 votes
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                3 comments  ·  Fulfillment  ·  Admin →
              • Add a policy copy column in the list of items

                When we are searching for all titles we cannot find in the list of items the related item policy so if we have to check the policy of a copy we have to select action and select view to view the related policy. Adding a column with the related policy in the list of items would be quick and useful.

                73 votes
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                  0 comments  ·  Fulfillment  ·  Admin →
                • Initiate consortium fulfillment requests for items in another institution from Alma

                  In our consortium, we would like to be able to place requests for items in other institutions on behalf of our patrons in Alma.

                  Scenario: a patron (dean, faculty member, etc) calls the circulation desk asking if an item is owned by the library. Circ operator searches Alma and finds the item in a consortium library. Circ operator SHOULD be able to request item in Alma from the patron's record. Right now, circ operator has to tell the patron to search Primo and request on his or her own.

                  71 votes
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                  • Add 'due date' to items list

                    When student put a book on hold it would be useful to see when the on loan books are due to be returned in the item list rather than having to go into each individual onloan item to see when it is to be returned. Often we have 20 items out at a time and it would be good to have a quick overview of the return date.

                    63 votes
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                      2 comments  ·  Fulfillment  ·  Admin →
                    • Customize the New Patron Registration form

                      We would like to customize the New Patron Registration form to hide the fields that we do not use, such as Gender, Job category, and many others.

                      It would also be nice to have templates so that selecting a user group might display specific fields, the same way that choosing "User has institutional record" causes the password field to disappear and Owning system dropdown to appear.

                      61 votes
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                        0 comments  ·  Fulfillment  ·  Admin →
                      • Fulfillment: Automatic Renewal Notices / Email Letters to patrons when loans automatically renewed

                        Our users have requested to be notified with the new due date when an on loan item is automatically renewed by Alma. This is currently not possible and users are not aware when the item is due back until they receive a courtesy reminder 2-3 days before the due date. We would like Alma to provide the option to configure and send Auto Renewal Notices / Email Letters to users when their loans have automatically been renewed by Alma. We have Auto Renewal Activated and our users do not receive any notification that this has taken place. We would like…

                        57 votes
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                          3 comments  ·  Fulfillment  ·  Admin →
                        • Calendar Management - update Calendars by uploading Excel spreadsheet

                          It is very time-consuming updating calendar exceptions each year in the Alma interface. Using Tools, It is possible to export calendars to Excel so please could you make it possible to import them as well because it would be so much quicker and easier to make the changes in Excel. In most cases, I just need to adjust the dates slightly rather than adding a new record.

                          Like other University libraries, our opening hours pattern is quite complex: 4 campuses with different hours, night opening for part of of the year at 2 campuses, early closing during the summer rotated…

                          54 votes
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                            0 comments  ·  Fulfillment  ·  Admin →
                          • Returning items from the patron services - return tab of the wrong patron

                            If a book loaned from a patron it has returned through Patron services - Return Tab of a wrong patron, Alma does not block the action. The system send return email receipt to the wrong patron who did not loan the book.
                            The system should stop the action as the operator, for mistake, has returned the book from the patron services of a patron who did not loan the item.

                            48 votes
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                              3 comments  ·  Fulfillment  ·  Admin →
                            • When paying specific fees by selecting fees from the list of fees, the sum of the selected fees should be calculated and displayed immediate

                              When paying specific fees by selecting fees from the list of fees, the sum of the selected fees should be calculated and displayed immediately before leaving the list when entering the select button. As of now the sum is displayed only after leaving the list via the select button, which is too late for a correction of the selection.

                              43 votes
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                                1 comment  ·  Fulfillment  ·  Admin →
                              • We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them o

                                This is about allowing Course Reserves course and reading lists to be able to be managed in sets and deleted in bulk.

                                We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them one at a time and have thousands of old outdated ones. This could either be done in the Mange Fulfillment Sets or just Manage Sets and then we would want a way to delete them too with a job.

                                42 votes
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                                  1 comment  ·  Fulfillment  ·  Admin →
                                • sound alert for pop-up windows

                                  A sound alert to accompany a pop-up window would be very helpful. We find that our student workers often fail to see important pop-up notes when they are checking out or returning materials. A distinct sound would help immeasurably!

                                  40 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • Add "Request" as a block option in Block Preferences

                                    Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.

                                    For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
                                    i.e.
                                    Patron overdue limits has exceeded
                                    Patron overdue recall limit exceeded

                                    However, the only options on what patron services blocked are Loan and Renewal.
                                    Requests should also be added to the options so that overdues can immediately block a…

                                    39 votes
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                                      1 comment  ·  Fulfillment  ·  Admin →
                                    • Alma Letters as PDF or PostScript

                                      HTML is not a very suitable format for printing; it's hard to control typesetting, margins, etc., and the printed result will vary a lot depending on which HTML processor you use.

                                      I would like to se an option in Alma to send letters as PDF or PostScript instead.

                                      37 votes
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                                        1 comment  ·  Fulfillment  ·  Admin →
                                      • Add a way to remove a lost item from a patron record without triggering a credit

                                        The bursar system sends library fines and fees to the university's Banner system. The fine is zeroed out in Alma but the item remains as "lost" on the patron's record. This creates a problem in two ways.
                                        1. The patron pays for the item at the university level and is then upset that it continues to appear as "lost" on their Alma patron record.
                                        2. We do not credit patrons for items returned 6 months or more after the due date.

                                        We need a way to remove the lost item from the patron's record without triggering a credit that will…

                                        36 votes
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                                          1 comment  ·  Fulfillment  ·  Admin →
                                        • Make fine/fee types editable

                                          Our library has many unique types of fines/fees, AND many of the fine and fee types in Alma's FineFeeTypeDefinition's Description table do not apply to us. Rather than providing customers with a fixed list, why not create an editable table of Manual Fine and Fee Types, similar to the Reasons for Transactions table that controls options for waiving fines?

                                          33 votes
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                                            0 comments  ·  Fulfillment  ·  Admin →
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