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172 results found

  1. Retrieving Returns from Advanced Search

    Currently there is no option in Advanced search to detect all the recent Items returned on a specific day.
    There is an existing function in Alma thats possible to detect only Loans

    Please add this feature to be able to retrieve Retuns in Advanced search and not just from analytics (there the data is updated only to the previous day and not the current) .

    16 votes
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  2. Linking patron name to patron record

    I have noticed there are several ideas suggested in the ideas exchange regarding linking a patron's name and/or ID to their record in Alma.

    These include:
    - 'Link patron loan to patron record' (posted 25/05/2016)
    - 'Hyperlinking from request queue/holdshelf to patron record' (posted 21/09/2017)
    - Ability to view patron data via patron ID link in resource sharing' (posted 11/01/2018)

    I have one more to add to the list - linking within 'Manage item returns'.

    When an item is returned, the patron returning the item is displayed in the 'Patron' column, with a hyperlink to their record, and the option…

    197 votes
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    The solution approach will be to add a link from the user contact info pop up to the user record. This link will be available for users that have a role that allows viewing a full user record.

    By having this link added to the user information pop up we will have added to the many places where user information is displayed.

  3. Provide email address information in search results of patron search

    When searching for patrons through Fulfilment>Manage Patron Services, it would be useful if the search results included the patron's email address so that library staff had a unique identifier to check against when there a multiple patrons with the same name.

    125 votes
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  4. Make the focus and displayed function configurable

    in the Function "Fulfillment" - " manage user services" - "Patron services" - "submit request"

    a popup screen is shown "Submit request". After select a title there are 4 action buttons:

    "Patron Physical", "Booking", "Cancel", "Digitization"
    (in this order).

    • Please put the Action "Cancel" at the first or last (better) place!
    • Can we configure which buttons are shown (Digitazation, and Booking we not offer as a service)
    • the action button "Digitazation" is the prefered action (focus is on that function), can we configure which action is the prefered action?

    Michael Voss (HUB)

    18 votes
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  5. 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
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  6. Autocomplete

    It would be extremely helpful for ALMA to have an autocomplete feature when searching for title, author or even call number. Many times you can be off by one letter and ALMA won't find the item.

    58 votes
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  7. Differentiate Returns screen from Patron look-up screen

    Our student workers at circulation keep on trying to scan student IDs in the returns box or item barcodes in the Patron services box.
    I would like to make the highlight around the Returns box anyway a different, bright, distinguishable color. It would make it easy for a student to glance at the screen and think, "bright yellow, I'm on the returns window." See attachment for a preview of this option.
    (I realize our students should just pay more attention to what they are doing, but they don't.)

    17 votes
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  8. Configure courtesy loan letters by location or item policy.

    It would be nice to be able to configure courtesy loan letters by either location or item policy, so that letters aren't generated for a 2 hour reserve.

    56 votes
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  9. Grace Period only for open days

    Now the unit of measurement for grace period is "days". So even if the library closed on weekend, those days are included to "Grace Period". To give fair advantage of grace period, Alma should apply the grace period excluding library closed.
    For the detailed scenario as I expected, please refer to the attachment.

    Thanks.

    330 votes
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  10. Confirm button for adding manual charges and/or ability to edit/delete manual charges

    It would be helpful to have a confirm button when adding manual charges, just as you do when waiving charges. Also, can we have the ability to edit or delete manual charges? We add charges for replacement costs for lost books, for example, and with no confirm button it can be too easy to mis-enter an amount, and as there is no functionality to edit or delete a charge you then have no option but to waive a charge and start again.

    18 votes
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  11. Enhance Physical Locations List export for "Suppress from Discovery" and other tags

    At the moment there is no easy way to create a list of all physical locations set to "Suppress from Discovery".

    It's not in the export, it's not in Analytics and it's not in the data you can get via API.

    I would expect this information to be included in the export you can download in Alma. Same thing goes for "Accession Placement", "Call Number Type" and all other fields that are available in "Edit Physical Location".

    At the moment the export is rather short as it contains only Code, Name, Location Type and Fulfillment Unit.

    46 votes
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  12. Only send Ful Item Change Due Date Letter for changes to due date

    We've run into a real problem with recalls. We can set some items to be recallable, and others to not be recallable. However, both categories get their status changed to "Recalled." Non-recallable items simply don't get a change to their due date. Despite this, patrons who have checked out non-recallable items still get the Change Due Date letter, with a notice that tells them their due date has not actually changed. This letter currently is triggered by recalls with due date changes, recalls without due date changes, other due date changes, or recall cancellations. We think this is too much…

    21 votes
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  13. Limit in house use entry through Scan in Items

    Alma records In House use via "Scan in Items" module and whenever item that is not on loan checked in. I would like to see a setting that will allow "In House use" to be registered only by Scan in Items. There are numerous occasions where staff may check in items but it is necessarily "in house use" by patrons.

    123 votes
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  14. Configuring External Library names for display in Primo

    In Alma it is already possible to enter external location names for display in Primo. 
We request this option for library names, too. Currently, the configured library name is exposed to the user in the Primo Getit tab as well as to the staff in several places in the Alma user interface, f.ex. the „currently at“ pickup list and the persistent menu. We request the possibility to configure an internal name for display in Alma (for example in abreviated form) and and external name for display in the Primo Get it tab.

    78 votes
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  15. Activate recalls by user group

    Allow libraries to modify recall rules based on each user group.

    Currently recalls can be turned on or all for all user groups only. It would be beneficial for many libraries, especially academic, to be able to modify recall rules by user group. As an academic institution, we would like the ability to allow certain patron groups to recall books, but block recalls by our visitor and community patrons, or patrons at other institutions. This would help prevent situations where a student working on a project or thesis from having their books recalled by a visitor patron who would like…

    54 votes
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  16. Automatically populate date and end time in booking request form

    When placing a booking in Alma or Primo you need to choose a starting date then a starting hour followed by a starting minute. You then need to choose an end date then an ending hour and an ending minute. This is a lot of clicks to place one booking.

    It would be nice if the end date, hour and time could be automatically populated based on the Terms of use of the item (so if the loan period is 2 hours and the start time is 2:30 then the end time could be automatically populated to say 4:30). If…

    47 votes
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  17. Adding new labels to a letter in Alma

    In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails
    I want to add new labels with translation field.

    For example the OrderListLetter.xsl has the following codes:

    department; billingaddress; date; issnisbn; sincerely; addressFrom; Cc; Bcc; note; letterName; orderdate; subject; polinenumber; price; quantity; shippingaddress; shippingmethod; title; vendoraccount; placeorderintroduction

    In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Customize Letters

    We want to add a new header cells, for example:
    <th>@@publication_place@@</th>

    Is there possible to add new codes in “Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails”?

    128 votes
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  18. Allow staff level renewing of items marked as "lost", or the ability to bulk process from "lost" to "found".

    I'd like the ability to either allow staff to renew items listed as "lost" or at least be able to bulk process items marked as "lost" to "found" so we can then renew them.

    154 votes
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  19. 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
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  20. 'Not Needed After' date should be mandatory on patron physical request form.

    It would be helpful if the 'Not Needed After' date is mandatory on the patron physical request form to improve the requesting process for Patrons when there is a high demand for physical items.

    394 votes
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    Hi,

    An approach we’ll be looking at is that an optional ‘Last Interest Period’ request policy will, if set, be used to set a default the last interest date (Primo and Alma). This way every request will have a last interest date set by the policy and overridable by the patron.

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