Alma

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  1. 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.

    54 votes
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      0 comments  ·  Fulfillment  ·  Admin →
    • Sort record type and date columns in Library calendar opening hours

      Every year we need to reset our calendar events, exceptions and sometimes we even tweak our standard opening hours.

      This job would be much easier if we could sort the entries in our opening hours screen (Fulfillment > Library management > Opening hours) by record type, valid from (date) and valid to (date).

      55 votes
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        2 comments  ·  Fulfillment  ·  Admin →
      • last active date

        User profile - Last active date

        We would like to have a field in the user profile that shows patron’s last active date, i.e. loan, request or return. This field will be useful when deciding which user profiles to purge.

        16 votes
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          1 comment  ·  Fulfillment  ·  Admin →
        • 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.

          26 votes
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            0 comments  ·  Fulfillment  ·  Admin →
          • RS partners search enhancement proposal

            The idea is changing the default of the "Find:" menu on Fulfillment -> Resource Sharing -> Partners.
            Now the default is to "code:" search.
            The default to "name:" search would be better
            Thanks

            33 votes
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              0 comments  ·  Fulfillment  ·  Admin →
            • Hyperlinking from the Request Queue/Hold Shelf to the Patron Record.

              When an item is returned in Alma, the screen displays the patron name, which is hyperlinked through to their patron record.

              I wondered whether this feature could be incorporated into the Active Hold Shelf and/or the Resource Request Monitoring list and/or the Request Queue as well. Currently these pages display the patron name, but the name is not hyperlinked to their record (see examples attached). It would be extremely useful to be able to go directly from the Request Queue to the patron record, or the Active Hold Shelf to the patron record in order to loan the requested item…

              35 votes
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                0 comments  ·  Fulfillment  ·  Admin →
              • Status for returned items changed to Awaiting shelving then changed to item in place after specified period

                When an item is returned at the Library Desk Alma instantly changes the status to "Item in place", leading a user looking at that status in Primo to believe that the item is on the shelf. However when an item is returned at the Library Desk it is not instantly returned to the shelf - often it is placed on a returns trolley and reshelved later in the day or the next day.

                What would be more useful would be for Alma to automatically assign a status of 'awaiting shelving' to an item when it is returned, and then after…

                87 votes
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                  2 comments  ·  Fulfillment  ·  Admin →
                • 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.

                  46 votes
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                    0 comments  ·  Fulfillment  ·  Admin →
                  • 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.

                    17 votes
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                      0 comments  ·  Fulfillment  ·  Admin →
                    • Title-level request and item-level request

                      Currently it is only possible to configure either item-level-requests OR title-level requests in Alma for Primo . We request the possibility to configure title-level-requests in the terms of use when specific parameters are met, for example when all items are located in a certain location.

                      46 votes
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                        0 comments  ·  Fulfillment  ·  Admin →
                      • 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.)

                        9 votes
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                          0 comments  ·  Fulfillment  ·  Admin →
                        • Fulfillment Network - Institutional drop down menu for patron/item

                          Fulfillment Network - find patron/item from another institution: Currently in Alma, when selecting either an item or patron from another institution, the drop down menu is in a random order. There should be a way to change the sorting of that list (alphabetically for example). This menu can be found in the Manage Patron Services, Return Items, and Scan in Items.
                          This carries over to Primo for users placing requests. Both the institution and fulfillment network scopes. The pickup institutions should be listed alphabetically.

                          160 votes
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                            3 comments  ·  Fulfillment  ·  Admin →
                          • Ability to dismiss notes/General message in rejected lending or borrowing request

                            Ability to dismiss notes/General message in rejected lending/borrowing request.

                            When we recieve notes/general messages on rejected lending or borrowing request the only option is to delete the note/ general messages. If we want to keep the requests history, deleting messages/notes is not good.

                            16 votes
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                              0 comments  ·  Fulfillment  ·  Admin →
                            • Patron Loan Limits should work like network level blocks

                              For institutions using Resource Sharing or fulfillment networks, we recently gained the ability to use network level blocks, however most of our blocked patrons are blocked due to loan limits configuration (cash, overdue recalls, etc), not manual blocks.

                              We would like the ability to include those blocks as network blocks as well, so that our patrons that visit other sites will have the same level of blocks as their home institution without us having to manually add a block.

                              7 votes
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                                1 comment  ·  Fulfillment  ·  Admin →
                              • 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.

                                3 votes
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                                  1 comment  ·  Fulfillment  ·  Admin →
                                • 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.

                                  9 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • Make barcodes display on first reference in a title with fewer clicks.

                                    Barcodes are used by staff to ensure we pick correct title. Please make it easier to find these without multiple clicks. Display full barcode, not part of it that you have to click or hover over to get. We use these for so many things. They should be easier to find in Alma with a minimal of clicks!

                                    2 votes
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                                      0 comments  ·  Fulfillment  ·  Admin →
                                    • 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…

                                      9 votes
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                                        2 comments  ·  Fulfillment  ·  Admin →
                                      • Move list of "loans of this session" up higher.

                                        When checking books out, it helps to be able to see the title pop up. Depending on the monitor, the list sometimes doesn't show up at all because it's too far down. We need to be able to see each title pop up so we can verify that we are actually checking the item out.

                                        13 votes
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                                          0 comments  ·  Fulfillment  ·  Admin →
                                        • 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…

                                          19 votes
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                                            0 comments  ·  Fulfillment  ·  Admin →
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