Pop up user notes
Currently, we only have block notes pop up when scanning patron ID in "manage patron services". It would be lovely if a specific user notes (which can be added manually by staff) like "circulation" notes can be popped up to warn the staff like the patrons' email address is incorrect or this is a distance student etc. Please feel free to ask more question re this idea
User notes can now be defined to appear as pop-up notes in Manage Patron Services so that the librarian can inform the patron of any important messages. When a user note is created, a new check-box is available, Pop up note. When selected, the note will display as a pop-up window when the operator enters Manage Patron Users. If a block message also exists for the user, both messages will display in the same pop-up window.
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes
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Anonymous commented
is there a place in configuration of alma to block patrons from viewing /seeing staff placed notes on user records?
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Robin Booth commented
Is there a way when you check an item back in to have a pop up note state if you have put a note stating "HOLD ON BANNER ACCOUNT" so that staff knows the item has been returned and we can remove the note and remove the note off of their Banner Account so that student is able to retrieve their grades or transcripts? Thank you! Robin
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Chris Jones commented
It is listed in the June Release's Sneak Preview for July 2019,
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/June_2019/July_2019_Sneak_Previewthough will be important to see how configurable it is.
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Almudena Iturri commented
Hi,
It will be really useful, we miss this option of our old system, is it going to be implemented? As Naomi says, it would be also very interested the option to edit the block notes pop-up. Thank you -
Craig Rosenbeck commented
Is there an update from ExLibris about this plan?
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Stefan Kandera commented
Hi Moshe,
Since H2 of 2018 is passed (at least in a Alma release sense) is there a new timeline?
Thank you,
Stefan -
Anonymous commented
Totally agree! I would LOVE notes that pop up in Acquisitions when one attempts to withdraw an item (if applicable). Thank you!
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Stuart Stone commented
Hugely in favour of having pop-up notes on patron records. It's by far the most efficient way of communicating between library staff WRT individual patrons and their needs.
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Judy Wilson commented
If there was red text, for instance it would catch your eye when checking items out to a patron to alert you that there is something
that needs attention. -
Naomi commented
Any chance that this project will include also an option to edit the block notes pop-up? Now, circ desk operators can hardly understand those notes.
Naomi
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Hi,
We have initially aimed at including this as part of the new UI project, but were eventually not able to manage that in the context of that project. With the first phase of this project now done, we will aim at having this done in H2 of 2018.
Moshe Shechter
Alma Product Manager -
Collection Services and Systems commented
Is there a planned date for this yet please?
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Charlee commented
Would love to have this.. Is it actually going to be implemented?
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Anonymous commented
Is this an available feature? I can't understand why it isn't standard with ALMA. It's one thing we all miss about our old ILS...
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Anonymous commented
Can anyone answer the question?
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Justin Hill commented
Any update on when this may go live?
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Anonymous commented
Much needed feature - thanks!
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Charles Barnett commented
Yes please!
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Anna Popko commented
I like the pop up user notes.
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Anonymous commented
We have to alert our student workers when we need something from students such as email, missing parts, etc.. We currently use the patron blocks but that is not what patrons blocks should be used for, it would be great if there was a pop up note option so we could save the blocks for what it is intended