Alma

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  1. Shopping cart icon with Electronic Portfolios or Physical Items search in Alma UX

    In the Alma UX, if you do an All Titles, Physical Titles or Electronic Titles search and a POL is attached, a shopping cart icon appears.

    If an Electronic Portfolios or Physical Items search is done, the indication of POL is "Additional Order." Have to click on Other Details to get indication that there is a POL.

    Could the shopping cart icon appear to indicate a POL when an
    Electronic Portfolios or Physical Items search is done?

    1 vote
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    • Bursar Export: Option to not close out fines/fees upon eport

      It would be useful if the bursar export job to export fines and fees had an option to keep fines and fees active in the Alma user record upon export. Some libraries want to keep fines and fees active even as fines and fees owed are communicated to a bursar's office. Because it's possible through the fine/fee payment API for a custom solution to be developed to communicate fine/fee payment back to Alma, some libraries would choose to use a bursar export integration to export fines and then develop a custom solution to send payment information back to Alma to…

      15 votes
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      • Template for "Create Items"

        In the Manage Patron Services, it would be very helpful to be able to configure templates that are used when an operator selects "Create item". Then we can only display the fields that are necessary and leave out fields that are unnecessary for that moment.c

        2 votes
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          0 comments  ·  Fulfillment  ·  Admin →
        • Display all work orders when binding items

          When I want to bind two items together, there is a screen which allows me to pick a work order type. But in this screen, only work orders that have been defined on the institution level are displayed. Work orders on library level are not displayed and therefore can't be chosen.

          Solution: Display all work order types when binding items.

          We want to create a work order type on library level for our binding workflow.

          1 vote
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          • Note Type

            Have the options to create different Note Types under the patrons note tab.

            1 vote
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            • Add a view option for Attachments.

              Currently if you want to view an attachment (e.g. licence attachment, POL-attachment, etc) you have to download it to your computer. This is very annoying if you just want to have a quick glance at it as your are constantly cleaning out your downloads folder.
              It would be really great if there were a view option which either showed the document in a pop-up or opened it in another tab of your browser.

              45 votes
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              • More Configuration for Work Order Type Statuses

                There is currently limited functionality for configuring Work Order Type Statuses. It would be helpful to be able to do more than just Add and Remove statuses. Being able to edit/rename, rearrange the order, and set a default would be useful.

                7 votes
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                  1 comment  ·  Acquisitions  ·  Admin →
                • Fully receive items through receiving date only

                  Currently, if an item with a POL has a receiving date, it is not considered fully received until it has been received under Acquisitions > Receive. Items with a POL and a receiving date that have not been received through the receiving process show up in the task list under Order Lines with Claims > Not fully received. If an item has a receiving date, it should be considered fully received, whether or not it has been through the receiving process.

                  5 votes
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                  • configure automatically library in portfolios accordingly to library set up at electronic collection level

                    At the moment, the Library input in an electronic collection is not pushed in the field Library in the relative portfolios.
                    We want the Library in portfolios the same as Library in electronic collection... automatically, without using the job Change electronic portfolio information > Set owner.

                    3 votes
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                    • Add Circulation History Log to Alma as Patron History in Patron Records

                      Staff would benefit from having a circulation history log, as in Aleph, to track transactions much easier. That would greatly assist us in billing, since we do it manually. It is also useful for resolving patron issues with fines and fees issues, as well as overdue fines. It could be included as patron history on patron records. We used the log for handling a number of issues.

                      1 vote
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                        0 comments  ·  Fulfillment  ·  Admin →
                      • Boolean search

                        In advanced repository search: add the 'NOT' functionality in the drop down menu.

                        197 votes
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                        • Register Multiple In House Uses for a single item with one scan

                          Often our librarians bring a book into a class so that students can use it to work on an assignment. Afterwards, we want to record that it has been used in house multiple times. Can you add a functionality to the Scan In Items screen so that you can scan an item once, but have it register multiple in house uses?

                          0 votes
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                            0 comments  ·  Fulfillment  ·  Admin →
                          • '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.

                            3 votes
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                              0 comments  ·  Fulfillment  ·  Admin →
                            • 1 vote
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                                0 comments  ·  Other  ·  Admin →
                              • 'recently viewed patron accounts' option

                                Have option for 'recently viewed patron accounts'. Our previous LMS remembered the last five (if I remember correctly) patron accounts recently viewed. This will avoid the frustration of accounts timing out whilst still dealing with the patrons query, for example.

                                3 votes
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                                  0 comments  ·  Fulfillment  ·  Admin →
                                • Limit physical holding by year in the getit frame

                                  Using the Primo service page, when we have print holdings for a journal the requested article is from, but not for the article date, we still see print holdings which are not related and confusing to our users.

                                  I would expect to either not see the print holdings or have it be clear that these are not for the requested item (like having to click "more" to see them).

                                  1 vote
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                                  • Analytics: Retain the External ID even when the item is canceled in Resource Sharing

                                    Retain the External ID even when the item is canceled in Resource Sharing.
                                    Retain the Ex ID even if the item is canceled. The reason we would like the Ex ID is because it is a patterned identifier and that makes it easy to limit down, where to us the internal ID is just a string of random numbers. Our goal is to be able to run reports on either the Lending or Borrowing Request subject areas in one set. If we need to run some on Ex ID to get the Borrowing and Lending sides to match up and…

                                    3 votes
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                                      0 comments  ·  Analytics  ·  Admin →
                                    • Auto-renew - Maximum renew date in Borrowing Activity Letter

                                      We have been running auto renew for several months and it is very popular. We do not notify customers that an item has been successfully renewed but do send weekly updates and would lie to include the Maximum Renewal date on these. Although it displays in Primo we have not been able to find a way to include it in Letters and would like to request this functionality is added please

                                      6 votes
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                                        0 comments  ·  Fulfillment  ·  Admin →
                                      • Simple letter formatting and testing

                                        Amending and testing letters and notifications is simply too complicated with many steps in various tables, not identical names, test users receiving all types of letters not just the ones they are working on etc. Some form of WYSIWYG editor with test recipient per letter type would be great.

                                        9 votes
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                                          0 comments  ·  Fulfillment  ·  Admin →
                                        • Alma emails: provide matching plain-text alternative to reduce spamminess

                                          Currently Alma emails only include an HTML-formatted variant. Anti-spam software will typically penalise messages that do not contain a plain-text variant, increasing the odds that the message will be marked as spam. Providing a plain-text variant would also benefit users of plain-text only email readers. The plain-text variant should resemble the unformatted content of the HTML-formatted variant. If they differ this might suggest that the sender is perhaps sending an innocuous text in the plain text part just to get through spam filters, and again, would be penalised for this.

                                          1 vote
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                                            0 comments  ·  Fulfillment  ·  Admin →
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