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188 results found

  1. General Electronic Service Batch Import and Export Option

    Background:
    The General Electronic Services (GES) provides essential options to customize the view and features for patrons. Currently, the GES only allows service availability rules to be added one at a time. However, libraries often need to manage extensive and complex availability rules, sometimes with very little notice.

    Request:
    Add the ability to add, update, or remove service availability rules in bulk using an Excel or CSV file. In addition, provide the ability to export service availability rules in a format compatible for future uploading.

    Why:
    * In cases where we're providing alternate access to a resource, we may need…

    14 votes
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  2. Add block information box on patron’s account landing page

    Currently, when accessing a patron’s account through the “Manage Patron Services” tab, the patron’s account landing page does not show the block information (a pop-up does show up but with incomplete information, as recorded in a SF case). In order to access block information, one has to click on the patron’s name, and then navigate to the block tab.
    The suggested idea would be that a box containing block information be added in the left-hand column of the patron’s account information, under the box containing loans, returns, requests and fines and fees information. Block types could be described with the…

    32 votes
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  3. Visibility of Patron Blocks in Alma

    Not all patron blocks are visible under the "Blocks" tab in Alma, depending on the type of block and how it is generated. For example, the maximum cash limit block does not appear in the tab but can be seen as a pop-up notification when using the Manage Patron Services screen.

    It would be extremely helpful if all blocks were displayed in the "Blocks" - tab, making it easier for staff to get a complete overview of a patron’s status and blocks.

    17 votes
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  4. Statistical categories display in Circulation Desk UI

    It would be useful to display patron's Statistical categories in the left panel of the New Circulation Desk UI.

    Thanks for support !

    100 votes
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  5. Enhanced customization for patron cards (contact information pop-up)

    We suggest the option to customize fields in the patrons’ visitor cards to enrich the Contact Information Pop-Up with institutional relevant data from the patron’s account, for example the language of the patron. At this moment, the available fields cannot be edited nor can new ones be added.

    11 votes
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  6. Request for Populating "Item Location" in Network Activity Loan List

    I am writing regarding the blank column in the Network Activity section.

    For institutions within a fulfillment network, loans belonging to another institution are visible in the Network Activity section. However, in the Loans list, the "Item Location" column is blank.

    If the “Item Location” column were also populated with the correct values, it would be much easier to manage differences in return policies that are dependent on the item's location.

    In addition, patrons sometimes claim to have already returned the item.
    If the "Item Location" column is displayed correctly, it will be able to ask the owning library to…

    12 votes
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  7. Using License Terms and Display Logic Rules to hide certain collections

    Electronic Resources are not always available to all patrons at a subscribing institution, either due to region locking or prohibitive pricing for extending access to students at partner institutions/certain user groups. Currently in Alma/Primo VE there is no satisfactory way to stop these resources surfacing where a signed in user does not have access such as when Alumni or Walk In.

    The restricted user groups feature is overkill in this regard. We don't want to limit a user groups access to CDI or EBSCO content entirely, just select collections/databases based on the licence restrictions pertaining to their user group.

    What…

    29 votes
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  8. Add the edition statement to the citation display in alma

    Could you add the edition field to the display of citations within Alma? It would make it easier to check that the newest edition is the one listing. Law books, for instance, might have a new edition each year and there is sometimes a cataloguing mismatch between the copyright and the publication dates with print/eBooks which is easier to disentangle if you can see the edition. The edition displays in the Title search results in Alma and in the citations on Leganto.

    42 votes
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  9. scan in items: Define the value of the "Register in-house use" blank by default

    The value of the ‘Register In-House Use’ box is saved from session to session. This causes errors by staff who forget to activate or deactivate it as appropriate, so that statistical data may not be reliable.
    We would like to propose that this field could be set to a default value (e.g. blank) and that staff should activate the tick when registering in-house use.

    100 votes
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  10. create a new item status for items "lost on shelves"

    Currently items can be marked as Missing (if not found in the Library), or Lost (if long overdue on user's account). Missing books are regularly checked on, but some of them cannot be tracked within a reasonable time for users, and the search becomes more of an in-house task than fulfilment of an immediate customer need.
    However, it is not possible to distinguish between items marked missing relatively recently and still actively searched for (e.g. because we could not find them immediately when requested by users), and those which were not found after several checks, for a long time, even…

    5 votes
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  11. Improve Library Only Note field in reading lists

    We would like to propose the addition of the Library-only note field in Alma to the panel on the right side of the reading list page. We would like to propose a modification to the Library Type note in Alma to improve workflow efficiency. We would like this note to appear in the Reading List Information panel or the panel where the 'view in Leganto' link can be found, rather than in the Notes tab. This should be editable directly from the panel to allow Library staff to add comments or further information related to a list (e.g. summary of…

    55 votes
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  12. Add 245 subfield n to the letter XML node for title

    Many letters display the name of the title using the node notificationdata / physitem_display / title. This field contains a subset of subfields from the MARC field 245 to display the title of the work.

    We receive complains from our users regarding missing book title number in mostly textbooks. The missing number is available in the MARC field 245 subfield n and is an important part of the title. For example:
    245 10 |a Prisma Physik |n 1
    245 10 |a Deutsch |n Drei
    245 00 |a Prisma |n 1
    245 10 |a <<Die>> Sprachstarken |n 2 |b…

    65 votes
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  13. Hide Note field in Assign To dialog unless Send as Email checked

    When the "Send as Email" checkbox is not checked, the assignee will never see the Note. The only place the Note is recorded is the General Assign To Letter. If the "Send as Email" checkbox is unchecked, no letter is generated.

    1 vote
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  14. maria.nordgren@umu.se

    Allow 2 e-mail addresses to be in use for patrons who needs this. We have patrons that goes from being employee to private individual. Their e-mail as an employee stops working and they reciev no information about loans and so on. This would help a lot

    3 votes
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  15. Create an embeddable calendar of library open hours

    I want to be able to create a calendar of library open hours which can embed on external websites.

    2 votes
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  16. Different Print Templates by item type for Loan Receipt Letter

    It would be great to be able to create different templates for sending out the email when a user checks out an item. Our IT department wants to send out a "Terms of Use" for when a user checks out equipment. Currently, if we were to add that to our letters, we have to place that for ALL check outs.

    1 vote
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  17. Personnalize "Users - Remove Blocks"

    "Users - Remove Blocks" job removes expired blocks from user records. We want to customize the processing to automatically remove expired blocks and short blocks (1or 2 days) to avoid unequal treatment between users.

    9 votes
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  18. Add Fulfillment Note to the New 2025 Manage Patron Services Table Customization

    We use the Fulfillment Note field to track Lost Items by recording the patron ID, replacement cost, and billing date to our Finance department, allowing us to efficiently identify returned lost items. Additionally, we check out lost items to a dedicated patron record to facilitate tracking, reordering, or withdrawal over time. Adding this feature to the Manage Patron Services Customization Table would help ensure these notes are consistently recorded.

    17 votes
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  19. Request for Populating "Item Location" in Network Activity Loan List

    I am writing regarding the blank column in the Network Activity section.

    For institutions within a fulfillment network, loans belonging to another institution are visible in the Network Activity section. However, in the Loans list, the "Item Location" column is blank.

    If the “Item Location” column were also populated with the correct values, it would be much easier to manage differences in return policies that are dependent on the item's location.

    0 votes
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  20. 'Notes' field in User Group configuration - note field for each user group in the user group table

    I know there is a tab for notes in user group configuration (Fulfilment>Patron Configurations>User Groups) but it would be more useful if there was a way of adding a note to each user group in the table, so it would appear as a column in the table next to Description. Then we could add what that user group includes, or how they are defined.
    Thanks very much,
    Ruth

    10 votes
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