Alma

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  1. Filter journal holdings that can fulfill the request for an article

    If an user has found an article that is not available electronic, but the library has the journal in print, the end user gets the list of holdings for the journal and can go into a specific holding to see the items.

    In general we would like that when the end user has found an article they should only need to click on Request (or Digitize) and all relevant metadata are sent to Alma and the system selects the correct item to fulfill the request. If locate is not possible the librarian has enough information to work on the request.

    623 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  2. Allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy

    I believe this is an expansion on this idea https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/31119715-title-level-request-and-item-level-request

    But we are dealing with ASRS in our case so I thought it might be a little more elaborate.

    We would like to have the option to allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy.

    Currently we have "No requesting" as our general policy that's applied to all of our items except for the ones in ASRS. The problem is that when items with multiple copies and identical call number exist both at open-stack library and ASRS, the No…

    81 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  3. Provide birthdate 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 birthdate so that library staff had a unique identifier to check against when there a multiple patrons with the same name.

    117 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  4. Allow customization of close_paid_lost_loans parameter

    When the close_paid_lost_loans parameter to false and lost loans are closed (either manually or through the Close Lost Loans job), refunds/credits are not automatically given to patrons if the item is subsequently found and returned. When setting the close_paid_lost_loans parameter to true and the lost loan is closed (automatically setting the Lost and Paid status), a refund/credit IS applied to the patron’s account if the item is subsequently found and returned, providing the Lost Loan Refund Ratio is greater than 0.

    For libraries that wish to take advantage of this new Process Type, but do not wish to issue credits…

    62 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  5. Prevent change of due-date when the item is under the recalled status.

    Or have an alert message of some kind when the due date is being changed.
    Because when the due date is changed, the recalled item reverts back to its initial status making it difficult to determine if there are requests placed on the item.

    122 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  6. Booking, transit and preview time

    We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.

    The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).

    • The transit time between the AV-library and Kjeller is set to 48 hours.
    • The preview time on the equipment booking is set to one hour.

    Use case:
    When scanning an item due for pick-up at Kjeller within the next 48…

    95 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  7. Claimed returned option for Lost items

    In our previous system, with one click we were able to change items to Claimed Returned status, no matter what their current status was. one click and it was done.
    But in Alma, for some reason, this is not possible once the item has been declared Lost. One has to go through a long and convoluted process creating a file and saving it then creating a set and saving it then running a job on the set. This involves three pages of instructional documentation and about 15 minutes of staff time every day.
    We often have items claimed returned when…

    43 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  8. Check for attachments in the Digitization Process

    When managing Digitization Requests, there is no control in the last step (when files or URLs are attached) that a file or URL has effectively been attached or correctly uploaded. If operator clicks on 'Done', the request is completed without any alert!
    If no file or URL has been attached when the operators clicks on Done, the requester receives a letter with no attachment or URL for download. Waste of time and bad service provided...
    There should be a control before clicking on Done, at least one file or one URL should be attached before the request gets completed. At…

    57 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  9. Fulfillment overdue popup/font color when item is returned.

    It would be nice to have an overdue alert for our fulfillment staff when they check in an item that is overdue. The alert could be either a pop-up or a change in font color such as red when overdues are checked in. Sometimes reserve materials are brought to the desk a few hours late and could be caught while the patron is still standing there. If could be configurable for libraries, that may not want this function.

    44 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  10. View user request history

    We would love to be able to view a user's request history in the Requests tab of their account. You can view Returns and Fines histories so why not Requests?
    This would be very useful for students and staff! Thanks.

    54 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  11. Dynamically set "addressFrom" field for "On Hold Shelf Letter" based on item location

    A few libraries in our consortium have expressed interest in more granularity for "On Hold Shelf Letter" configuration.

    In particular, the ability to have this letter dynamically show the ILL sender email address (ILL@institution.edu) for any item with a Resource Sharing (RS) location code. If an item has any other location code, show the Circulation sender email address (circ@institution.edu).

    It would be ideal be able to set this type of condition in a rule similar to the way Display Logic Rules work in the Alma Configuration Menu.

    Currently the circulation email address is our default and…

    12 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  12. Include an item's total number of checkouts within the item record or physical item editor

    There doesn't seem to be a way to view the number of times a item has been checked out, aside from going in the item history and manually counting every transaction. Frequency of use is an important data point for catalog curation and maintenance.

    9 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  13. Short Term Loans - Courtesy and Overdue Notices

    The new short_loan_courtesy_reminder & short_loan_overdue_reminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

    In our test configuration we used the following time parameters:

    ​short_loan_courtesy_reminder - 105 minutes
    short_loan_overdue_reminder - 241 minutes

    However, this creates a situation whereby…

    229 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  14. Make Manage Fulfillment Activities the same thing as Manage Patron Services

    I found this idea buried in a comments section and felt it deserved its own idea since my team keeps encountering the same problem.

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/11117682-payment-option-on-user-fines-fees-tab

    Iain Gray said: "After finding a user it would be useful if when clicking on Manage Fulfillment Activities you were presented with the same screen as though you had used the Manage Patron Services screen. Instead you do not see the option to pay Fines and Fees from here and have to re-enter users details again."

    I'll add that it would be great if Manage Patron Services and Manage Fulfillment Activities were the same page…

    53 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  15. Adding notes when rejecting a Resource Sharing partner

    There are two places within Alma where it is possible to reject a Resource Sharing partner - in one place, the internal note is added to the Notes tab of the request; in the other, it isn't.

    We would expect the same action to have the same effect in both places - the fact it doesn't forces the workflow into a less optimal route.

    7 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  16. Allow user preferred pick up location while retaining other options

    Currently in the TOU you can allow pick-up at "Any pick-up location" or at" User affiliated Campus Pick-up locations". If the latter is set, _only_ pick-up locations of the user's campus are available. We need an extension to the former rule, that lets the user's preferred pick-up location (a new parameter in the user profile) be selected as default option, while still allowing the user to select a different location when placing the request.
    Obviously, the "User preferred pick-up library" needs to be added to the user profile.

    10 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  17. Blocks tab on User Details screen should display system assigned blocks as well as librarian assigned blocks.

    The blocks tab on the User Details screen should display system assigned blocks as well as librarian assigned blocks.

    It is confusing for staff if a user is blocked but the block doesn't show on the user details screen, only via Manage Patron Services.

    This idea is partly related to "Make Manage Fulfillment Activities the same thing as Manage Patron Services" (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/36274744-make-manage-fulfillment-activities-the-same-thing) - one of the ongoing issues with Alma from a staff point of view are the number of different screens things are under, and not in a particularly intuitive way. Waive a fine here, pay a…

    12 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  18. Provide patrons notification of reasons for failure to renew a loan

    Please note: this idea is not ours originally. We voted for this as an institution as part of the first round of NERS 2018, where it was Req ID 5782. I noticed that it isn't in Ideas Exchange now (or at least I don't think so).

    Quoting the original description: 'We would like it to be possible to notify users when they have an item on loan that cannot be renewed, and to explain the reason to them so as to avoid confusion to patrons. Reasons may include: - because it is requested, - the patron has reached their expiry…

    78 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  19. Renovación de préstamo vencido

    Actualmente no es posible bloquear sólo la renovación de los préstamos vencidos y permitir la renovación de las préstamos no vencidos en el mismo tiempo. O bien se está bloqueando de todas las opciones de renovación o no.

    Por este motivo, proponemos que se incluya una configuración que permita a los usuarios renovar un préstamo que se encuentra en término aún teniendo otro préstamo vencido.

    Esperemos apoyen nuestra solicitud.

    5 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  20. Add support to scan in item screen to allow requests to be satisfied by items in hand

    We would like to be able to directly deal with requests in the queue via way of the scan in item screen in Alma. Currently if you scan in an item to satisfy a request, and it's not part of the requesting pool then you cannot satisfy the request - even if the request is for something simple like partial digitization, and you have the item in hand. You also cannot currently satisfy requests in the queue which aren't at the head of the queue - ie ready to process at position 0.

    The idea would be that at the…

    10 votes
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    2 comments  ·  Fulfillment  ·  Admin →
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