Alma
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161 results found
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Link "go to patron"
There should alway be a link to the patron from any tabs in Alma. For example for a document requested by a user. After "scan in items" there should be the possibility to go directly (via link) to the user details tab. Same by "return items". The name of user who borrowed it should be a link that allows access to his/her details.
42 votes -
Better flexibility / more weekly options when scheduling Fulfillment Job (i.e. Fees/Fines Notification Job)
Hello,
we would like to be more flexible, to have more options to choose from when scheduling the Fees/Fines Notifications Job (or even better: all Fulfillment Jobs).
Currently, we are using the only weekly option available (every Tuesday at 11:00), but since some of our legally relevant Fees/Fines Notification Profiles are set to printed letters, the offered time slot could not be much worse.
When we have signed and sealed the letters, there is no chance at all to get them out by the same day's post.
Please add at least another weekly time slot in the early morning hours,…
41 votes -
Ability to add NZ-managed resources to a Reading List
Currently, when adding items to a Reading List, we can only select items from an IZ repository search and not an NZ repository search, which is a problem for those of us with centrally-managed resources in the NZ as these are resources not located in the Alma IZ.
One workaround might be to add a Brief Citation, but that requires more work from staff and takes away from the benefit of having centrally-managed resources.
I’d like to see functionality added so we can add NZ-only resources to a Reading List.
41 votes -
Maintain patron information with missing items
When a patron places a request for an in place item, but the item is not located, we toggle the missing status for the item. This disconnects it from the patron record. It needs to remain attached so when the item is located it can still be held for the patron.
39 votes -
Display both charges payable and total charges owed.
At present the main page of a user's account displays the total amount of charges payable, but does not show a total for charges that are still accruing - e.g. fines on books that are currently overdue.
This would be useful information to see, and could be displayed so:
Total Owed (Amount Payable): £10.00 (£5.00)
OR
Charges Payable: £ 5.00
Charges Pending: £ 5.00
Total: £10.00Or similar.
37 votes -
상호대차 주기메뉴 노출
현재 상호대차서비스는 이용자가 본인이 신청한 자료의 제목과 상태만 볼 수 있고, 구체적인 내용(의뢰 기관, 제공불가 사유 등)을 알 수가 없어 불편하다는 클레임이 아주 많습니다. 알마에 주기 메뉴가 있는데도 이용자의 My Library에는 노출되지 않아 그러한 불편함이 있는 것 같습니다. 주기 메뉴를 노출하여 사서가 입력한 구체적인 사항을 이용자도 볼 수 있으면 그러한 불편함이 해소될 것으로 생각됩니다.
반영 부탁드립니다.36 votes -
Add Patron Limit threshold block for number of lost items
It should be possible to automatically block users based on a set threshold for the number of items they have checked out that are in a lost status.
Currently, the Patron Limits table only contains delinquency threshold blocks for Max Overdues, Max Cash, and Max Overdue Recalls.
Not all institutions automatically charge a lost item replacement fine for lost materials. For some lost items, the replacement cost may be below the Max Cash block threshold for the user’s user group, but the library would still like the user to be accountable for/aware of their lost status materials; being unable to…
36 votes -
Add series titles to Alma letters
Some items are more easily identified by there series titles than by the title of the actual volume. But the series title is not exported in the xml of the letters.
(Series title is in the 8xx $$t fields of the bib record).
This would help to send more meaningful letters to our patrons.36 votes -
sound alert for task
Sound Alerts for Pick From Shelf Requests
Can we please have a sound alert when new "Pick from Shelf" requests arrive as we use this for Reading Room requests which need to be actioned as soon as they arrive. Sound alerts would need to optional.
It would be good to have these available for other tasks in fulfillment such as when "holds" or "lost books" are returned and another action needs to happen36 votes -
Include variables in subject line in letter emails costumization
In Alma you can costumize emails and letters message body via XSL including the related data from xml, but not in the subject area, where you can write only fixed text. We need the possibility to add changing information in subject area, for example add the id of requests in the subject of the Resource sharing emails. It would be possible to configure the subject field to accept variables/placeholder containing the data in xml emails?
35 votes -
Anonymize loans for a single patron and allow him to do it himself from his account
We need to have an option in the patron services page to allow our staff to anonymize a patron’s inactive loans, if he ask to. We would like also that the patron could do it himself from his Primo account. This option should exist at the institution zone level and every institution could choose if activate it or not.
The Alma anonymization job allow us to set a retention period for a specific set of libraries or user groups to anonymize inactive loans.
The needs of our single patrons are very different from one another, and the retention period that…30 votes -
Remove "Reading lists - unassigned" from the Tasks panel
Our Course Reserves > Reading Lists workflow does not include assigning the lists to any particular person. We would like to have unassigned reading lists that are completed removed from the tasks panel.
30 votes -
Enable Alma to add to the letters a "Reply to" in the email message header
reply to can only be added as a text line, it would be much better if it was added in the header
29 votes -
Transit Letter: CC to the destination
Enable an option in Fulfillment for a transit letter to be sent to both destinations (From + To).
As for today, only the “From” department receives a notification letter.
If a CC was an option there was no need to print / forward the letter.28 votes -
Configure Alma Letters to use the operator's "from" address, rather than the value stored in "addressFrom"
This is in reference to case 00172604. It was suggested we post this here by Yaala Ariel-Joel.
- Go to Alma Menu -> General Configuration -> Letter Emails
- Select, for example, the General Assign To Letter
- We have configured the "addressFrom" field in this and several other letters to be the email address of one of our library departments
For some letters, however, we find that it would make more sense for the FROM address to use the email address of the individual Alma operator whose action generated the letter, rather than using the single email address that is stored in…
28 votes -
Change permission authorization set without leaving current record
For example, a student worker is working with a patron. However, the patron record requires action that the student worker is not authorized to do. The student worker calls over a supervisor. Is there a way to keep the patron's record open but change the permission set from the student worker to the supervisor so that necessary actions can be taken? Or does the student have to log out completely and then the supervisor log in and search anew for the problematic patron record?
28 votes -
Enable/disable letter activity at the Library Level
Currently it is only possible to enable and disable letters at the institution level.
Initially Alma documentation said this was possible:
"The Letter Activity mapping table (Configuration Menu > General > General Configuration > Letter Activity) lists all of the letters and enables you to enable/disable them for an institution or a library."
However this was a "documentation defect" and you can only toggle letter activity at the institution level.
We would like to disable the "FulCancelRequestLetter" from our Resource Sharing Library and see the ability to turn on/off letters at the library level as desirable functionality.
28 votes -
Select all citations across multiple pages in Course Reserves > Citations
The 'Select All' checkbox only selects the citations which are listed on the current page (i.e. 20 citations maximum). Is it possible for all citation to be selected across multiple pages?
27 votes -
Clear Process Type (Transit) of all Items in Set with Job
Often books get skipped during scanning-in and are reshelved while still having a process type of "Transit." This leads to hundreds of materials over time in the stacks showing as not in place. A set with only these items can be created, but a bulk clearing of this field isn't yet possible.
Any of these would work:
1. create a job that clears the Process Type (specifically books marked Transit that have already been reshelved but were skipped during the regular scan-in process)
2. scan-in all items in a created set
3. scan-in multiple barcodes at once (separated by ;…26 votes -
Fine&fees and blocks
Currently, a user who has exceeded the limit of cash in his active balance, is blocked. That's ok.
However, if a user has a lot of overdue loans (and fine&fees), and exceeded the limit of fines & fees but not in his active balance (loans are active), Alma won't block the user.
So, until user returns documents or renew there, he can check-out new books.Is it possible to add an option in the Alma BO to block a user who has exceeded the limit of fine/fees all fine/fees included and not only those which are "closed" and added in…
26 votes
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