Alma
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167 results found
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Link "go to patron"
There should alway be a link to the patron from any tabs in Alma. For example for a document requested by a user. After "scan in items" there should be the possibility to go directly (via link) to the user details tab. Same by "return items". The name of user who borrowed it should be a link that allows access to his/her details.
144 votes -
Show book's edition information when doing a Physical Item search
This is a more efficient way to show essential information, rather than having it available only via All Item search
12 votes -
In the fulfilment section, enable quick transfer of an item from one patron to another
In many cases, two patrons arrive at the fulfilment desk and one patron asks to return an item and transfer it to the other patron. Currently, the item has to be returned, then the other patron's ID or name are entered and the patron receives the item. In order to speed up the process, I suggest adding a "Transfer to..." function. Once an item is returned and a transfer is needed, clicking on "transfer to" would enable immediate input of the other patron's details and save time.
1 vote -
Include column for Bin number in SIP2 Bin Configuration Rules
It would be very helpful to see the Bin number available in the columns on the SIP2 Bin Configuration rules overview screen as currently, each rule must be accessed individually to see the associated bin, which is a fundamental part of the rule.
1 vote -
Transit Letter: CC to the destination
Enable an option in Fulfillment for a transit letter to be sent to both destinations (From + To).
As for today, only the “From” department receives a notification letter.
If a CC was an option there was no need to print / forward the letter.28 votes -
Item Policy Code Table issues
After adding an Alma Item policy in the Configuration->Fulfillment->Physical Fulfillment->Item Policy, the Item Policy Code Table allows you to edit the Code. Existing items records linked to the item policy code are not updated in such an edit. Such items retain the now “orphaned” original item policy code as can be queried in analytics.
To compound this, leading and trailing spaces within an item policy code are considered significant, so an edit to remove a trailing space leaves (invisible to the user) distinct item policies, one of which is broken.
We propose the following three changes:
1.) The Item Policy…
7 votes -
configuration exeptions in opening hours
I wanted to update the opening hours in the psb for the next year. Some Holidays like the first of january, the first of may or the third of october, the library is closed every year.
I realized, that I can’t add a „recurrence“ for these days with the record type „exception“. If I add a new record and choose the record type „event“ I can add a „recurrence“ but the status will be „open“. I can’t change the status to „closed“
It would be nice if the record of these Holidays could have the „recurrence“ „yearly“ and the „status“…3 votes -
self checkout sip2
Self checkout sip2 - ability to restrict checkin by item type/location
Certain items need to be checked in at the circ desk such as reserves or equipment. Currently self checkout does not support any restrictions.
1 vote -
The option for Fulfillment AND Internal notes to pop up during Check in/out
When scanning an item into the Scan In Items screen, both Fulfillment and Internal Notes pop up. However, when scanning items into the Circulation screens (Manage Patron Services & Return Items), only Fulfillment notes pop up.
We would like the option for Fulfillment AND Internal Notes to pop up for staff while using the Circulation screens at the desk. There tends to be important information in both fields that they should be aware of while checking items in and out.
3 votes -
Communicate edited AFN request details back to user's library, for inclusion in next ROTA stop.
In our Automated Fulfillment Network (AFN), we are using the "volume" field in the resource sharing request form as the way users can indicate which volume(s) of a multi-volume set they wish to request from another AFN member institution. These requests are title level requests.
(I'll note: We are not currently using the "description field" selection option in the request form, since upon last testing, it treated, for example, a "v. 2" as a different item than a "v.2" or a "V. 2" or a "2" when building the rota, and our consortium has too much variability right now in…
27 votes -
Customize the Register/Update User (Quick User Management) screen/window
Watching a Primo demo complete with a discussion on how the view was customized, made me wonder if certain areas in Fulfillment could be customized. Is it possible to customized/configure the Register/Update User (Quick User Management) screen/window depending upon the role of the user? For instance a Circulation Assistant or Student Assistant would see only a limited number of fields (of course all the mandatory ones) whereas an Admin would see all the fields?
2 votes -
Display loan limit for patrons at Manage Patron Services Screen in Alma
At present, there is no indication at the Manage Patron Services screen (when you go to a patron's account) of the loan limit for the patron (i.e. allowed to borrow 8 loans; of which 2 loans may be from the SL collection, etc.). This information is only available at Configuration - Fulfillment - Loan Limits.
12 votes -
Ability to customise email subject heading in Alma letters using letter data
As library staff we would like the ability to customise the email subject heading of Alma letters using letter data so that we can flag something up to a customer/use in their email inbox.
For example, we've recently customised our On Hold Shelf Letter using XSL to have different content when a customer is picking up a Resource Sharing request as we ask customers to collect these from our Customer Services desk whereas other requests are placed on a self service hold shelf in the library.
We were able to customise the letter using XSL, but could not find a…12 votes -
Display logic to hide services by user assigned RS library
Allow Discovery Interface Display Logic rules to hide service Rapido Physical Offer based on user's assigned resource sharing library.
In our instance, we have one default/generic RS library and several location-based RS libraries. Users are put in the generic RS library by default, then reassigned to a specific RS library depending on where they are enrolled. For example, a patron in Chicago would have the Chicago RS library assigned, while an online patron would still have the generic RS library assigned.
We would like the ability to hide Rapido physical offers from users with the generic RS library assigned. Currently…
3 votes -
Add institution address information to XML for Ful Transit Slip Letter
When an item is placed in transit to another institution in an AFN, the institution name is included in the XML of the Ful Transit Slip Letter. However, no address information for the institution in included in the XML, so it's not possilble to add that information to the Ful Transit Slip Letter. SUNY has added resource sharing partner address info to our resource sharing shipping and return letters, and that has proven to be very helpful. We would like the address of the library where the item is held to be added to the XML for the Ful Transit…
41 votes -
Create a scan in message when a call number is inadvertently changed using change item information
Add a Scan in message when an items call number has been changed through Scan in items> Change item information, when the call number field has been left blank.
This could be an optional message enabled through "Scan In Messages Configuration" where you could select either none, pop up message or feedback message.
The workflow I am referring to is here
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/020Resource_Requests/040Scanning_ItemsIt would happen when the call number is empty, and it is being moved to an existing holding with a different call number.
10 votes -
Remove "Valid Until" in calendar entries
The current behavior in Alma is that any calendar entries have an effective date and a valid until date, that is automatically 3 years beyond the date the event was last edited.
The effective date does not in my mind serve any purpose and creates puzzling and frustrating situations for fulfillment services staff if the current date approaches any of these valid until dates, because patron loans will start being shortened, seemingly for no reason.
For exceptions, date ranges are called explicitly. For standard hours there either should be no valid until date, or this should be specified explictly, to…
11 votes -
Include Item Description in the ASRS Remote Storage Update Job
When an item is added into the ASRS, Alma's Inventory Remote Storage Update Job sends the following item record fields to our Dematic EMS system:
- Item barcode
- Call number
- Author
- Title
This is described in the Developer's Network documentation here: https://developers.exlibrisgroup.com/alma/integrations/remote_storage/asrs/
We would like to have the item description field added in addition to the call number since it holds the volume and other essential enumeration information.
Not having the volume and enumeration information in our Dematic system makes it extremely difficult to inventory a journal series, or locate an individual volume in the Dematic/EMS software.
12 votes -
Alma: Quick login/user switching on shared workstations
Staff working service desks often use shared workstations that aren't their primary workstation to serve patrons. Can a function be added to allow staff to switch users quickly to maintain good security practices while allowing for prompt service?
Perhaps a scan/swipe ID plus PIN like in restaurant service paired with an adjustable quick time-out that can be workstation specific. Alternatively, maybe a fulfillment specific application can be developed for general fulfillment activities only on shared workstations (check out/in, holds, etc.). Thanks.
6 votes -
Make "Send Query to Patron" option available in other areas of Alma
The Send Query to Patron function found under Fulfillment - Resource Sharing - Borrowing Requests - More actions (on item) is a great tool for notifying patrons within a request without having to cancel the request to send a note. Can this be made available elsewhere in the system (e.g. Pick from Shelf, Patron Requests, Network Activity, etc.) for quick and easy access to the function?
12 votes
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