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1824 results found

  1. Could we have dates showing the actual month, not represented numerically?

    Many of our students can't work out when their items are due, maybe due to the increasing use of the US dating format, so they don't know if 4/10/16 is the 4th of October or the 10th of April. Using the actual months would decrease the confusion.

    22 votes
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  2. Add all patron-delivered letters to Selected Patron Letters opt-in/opt-out choices

    It would be very useful to list all letters that are delivered to patrons in the Selected Patron Letters options. Letters like Loan Receipt and Borrowed By are conspicuously absent, but we have many patrons who don't want to receive an email every time they check something out. Others patrons do, so we don't want to globally disable these letters.

    The fact that Selected Patron Letters includes letters that require patron action (Overdue Notice, Recall letter) but not letters that are more informational (Loan Receipt, Borrowed By) seems backwards. Regardless, all patron-delivered letters should be available for opting in/out.

    59 votes
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  3. Display local price in addition to the foreign currency price

    We need the display of the local price in addition to the foreign currency price on the Invoice Lines tab and in the POL summary tab. That's very important for us.

    60 votes
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  4. Under Electronic Service Editor to have the ability to remove portfolios in bulk.

    In the electronic service editor you have the ability to deleted all the selected portfolios. I would like the ability to simply remove the portfolios in bulk from the collection.

    69 votes
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    Dana Moshkovits responded

    Clarification was provided regarding the functionality requested – which is not to delete portfolios but rather detaching portfolios from the collection and setting them as standalone portfolios.
    Re-opening the idea.

  5. Browser's back button!

    What would it take to make the browser's Back Button functional throughout Alma? It's just killing me to have to reload all the time because I accidentally use it. Plus, there are some screens that you can't back-up from to go where you were without starting all over again. As a newbie, it's surprising to me that this is a problem and that everyone else has learned to work around it.

    22 votes
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    2 comments  ·  Other  ·  Admin →
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  6. Make Paying Fines/Fees-Waiving Fines/Fees a separate User Role in Alma and remove them from other roles

    The auditors at our institution require us to limit the number of staff members who have this ability. We had to ask Ex Libris to remove PAYFINESFEES PRIVILEGE and WAIVEFINESFEES_PRIVILEGE from a large number of roles, most of which didn't even relate to fulfillment responsibilities during our implementation.

    Our Student Assistants and Operators at the Circulation Desks should not have these privileges. But they did before we had them removed.

    Approving Manager and Operator, Producer Manager, User Manager, Editor Full, Assessing Manager and Operator, Arranging Operator and Manager are all roles that I don't understand, and…

    113 votes
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  7. Identify stats for individual self check machines in Analytics

    It doesn't appear to currently be possible to report stats in Analytics for individual self check machines unless you assign a separate Circulation Desk for each self check within a branch.

    We have multiple self check machines in each branch and we'd like to be able to report on the number of loans each self check processes so we can see which ones are in demand and which ones aren't. We'd like to see a way to attach multiple self checks to the same Circulation Desk and be able to report out the stats for each of those self checks…

    54 votes
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    1 comment  ·  Analytics  ·  Admin →
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  8. British Library Billing Account codes visible in Lending Resource Sharing

    Display partner Billing Account codes in Lending side for UK Alma Institutions. This is vital information for reimbursements within the UK and reduces the need for paperwork. British Library Billing Accounting is the UK standard workflow, with a view to being ISO compliant.

    26 votes
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  9. option to "Send Return Receipt" from "Return items"

    When I'm returning books from the drop box, using "Return Items", I would really appreciate the option to "Send Return Receipt" in cases where the patron has accrued fines. It makes sense from a customer service standpoint - rather than the fine eventually going to billing (and adding the billing fee) without ever letting the patron know that they owe a fine. This is similar to the last idea posted, but subtly different, so I thought I'd go ahead and suggest this.
    Thanks, Marian

    52 votes
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  10. recall

    Update Lending and Borrowing Status when Recalls of Resource Sharing items are cancelled

    Currently, once an item is recalled in Resource Sharing, it stays in that status even after the recall is cancelled by the patron. If this could have the same functionality as regular Fulfillment (which can be configured to have the item's original return date applied if recall is dropped), that would be ideal.

    281 votes
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  11. Brief result display options per Alma login

    Enable Alma users to choose "brief display" options (either very brief or extended information). Many of our Alma users would like to be able to do a search in Alma (in both repository search and course reading lists) and ONLY see a list of titles (e.g., do not display Format, Subject, ISBN, Availability). However, recognize that many Alma users would like to see extended display, so we would like each Alma user to be able to set their display preferences (e.g., brief, title only OR additional information). Ideally, users could choose exactly what data elements to display (e.g., OCLC number,…

    20 votes
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  12. Improve Alma Job Reports for Failed Record

    It would be extremely helpful if more details were given when there are failed records or records with exceptions on the jobs we run in Alma. Many of the job reports only report the number of failed records. It would be great if the report would provide MMSID information so the we know what records failed.

    512 votes
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    We are investigating the options for enhancing the job reports as part of a general enhancement to the jobs UX, which will then allow gradually deploying report enhancements to the different jobs in Alma.

  13. Fulfillment Borrowing history: allow users to choose to opt in

    Currently the library can turn borrowing history on or off, but the choice applies to all users. For privacy reasons, and in order to avoid subpoena situations, we have it off, but some users do want borrowing history on as a convenience, and are not concerned about privacy risk themsleves. Why not allow those users to opt in to borrowing history, and allow the default otherwise to being off?

    By the way, this "opt in" approach is how most public libraries in Eastern Massachusetts are set up, so our users expect this level of service from us also.

    It is…

    265 votes
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    From the Circulation Desk user update form, it will be possible to turn on a ‘keep my loan history’ check mark.

    Patrons that have this check on will not have their loans anonymized when the anonymization process runs.

    It will be possible to get this indication also from API, and from Primo.

    The option to turn ‘keep my loan history’ on should be a library decision

  14. Alma user mgmt: Ability to add role profiles to a set of users

    Currently you can add roles to a set of users as per http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_add_a_role_to_a_group_of_users%3F. However, if you want to add multiple roles you have to run the job multiple times and potentially for different scopes each time.

    It would useful to be able to apply role profiles to a set of users, as you can predefine many roles in a profile.

    17 votes
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  15. Allow different configuration of Interested User emails for ebook orders

    Currently the automatic email for the Interested User of an ebook order isn't triggered until the status of the order changes from 'Sent' to 'Waiting for Invoice'.
    It would be beneficial if we could configure the emails differently to allow an alternative trigger eg the activation date.

    This would eliminate the current considerable delays between the ebook being available and the sending of the email.

    41 votes
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  16. Change due date when patron account expiration date reduced

    As a Fulfillment Manager, I would like the due dates of a patron's books to be changed to their account Expiration Date if this is reduced. Eg, if a book is issued to a student for 10 weeks and they withdraw from their course, the original due date remains which can be some weeks after they have left. This can cause confusion for library staff and the patron.

    339 votes
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    When a loan due date is shortened due to patron expiry, Alma will retain and internal  an indication for that on the loan record. This way when the patron expiry is updated (shortened OR extended) the loan due date will be recalculated using the loan date (i.e. as if the recalculation is happening at loan time). 


    This way, the due date may be extended or shortened according to the new expiry date.

  17. Loan Transfers Between Patron Accounts

    Sometimes we find ourselves in the situation where we need to return a loan from one account over to the account it should've been loaned out to.

    It would be great if we could have some kind of loan transfer option that would keep the original loan date and due date that's on the incorrect account.

    20 votes
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  18. Ability to run a job on a set from the Manage Sets screen

    Currently we need to create a set in the Manage Sets area then go to "Run a Job", select the job to run and then select the set.

    Wouldn't it be great if you could go to Manage Sets then click on "Actions" for a particular set, then choose "Run a Job". You could then be prompted to choose the job to run but you wouldn't need to go through the additional step of choosing the set (and you wouldn't have to exit the sets screen to go to the "Run a job" screen). And only the jobs that can…

    47 votes
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  19. Proxy/Principal User Search

    (I'm not sure the best term, so I'm using "principal" to refer to the person a proxy is acting on behalf of)

    It's possible to view a list of principal patrons that a patron is a proxy for from within the proxy's user record (the "Proxy For" tab).

    It's not possible to view or search for patrons that are proxies to a principal patron.

    Examples:
    1) Alice and Bob are known proxies for Chad.
    I can open the Proxy For tab for Alice and Bob, where Chad will be listed for both.

    2) Chad has several proxies, but it's uncertain…

    82 votes
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  20. Subscription interval field in Analytics

    Adding the Subscription interval field in PO Line to the Funds Expenditure subject area in Analytics. This would allow reporting based on the frequency of a serial.

    29 votes
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    1 comment  ·  Analytics  ·  Admin →
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