Alma
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188 results found
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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 -
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…
5 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…
17 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 -
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 -
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.
14 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 -
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 -
Add shortcut to viewing item history
Many of our staff have trouble remembering how to access an item's history in Alma. It would be nice if a shortcut to that information could be added. I imagine something like an extra tab on the Scan In Items page called Item History - it allows you to enter a barcode and quickly pull up all the info in the Item Changes, Holding Changes, and Fulfillment activities tables but without having to first enter the Physical Item Editor.
10 votes -
Extend or allow one to be able to extend the time it takes to time-out when on the Manage Patron Services screen.
Please extend or allow one to customise their own time-out settings for the Manage Patron Services screen.
Gets on my nerves when I'm in the middle of composing an email to a Patron about their loans and I have to keep bringing up their account because it goes back to the search screen.
I need more time if I'm dealing with: fines, loan history, and making notes on an account, whilst trying to communicate what I'm doing.
3 votes -
After running a update user job to apply a block I want all users with loans, fines or overdue books to be reported
After running an update user job to apply a general block (in this case a graduating) block) I need to see which users still have loans, fines, lost or overdue books
1 vote -
Better flexibility / more weekly options when scheduling Fulfillment Job (i.e. Fees/Fines Notification Job)
Hello,
we would like to be more flexible, to have more options to choose from when scheduling the Fees/Fines Notifications Job (or even better: all Fulfillment Jobs).
Currently, we are using the only weekly option available (every Tuesday at 11:00), but since some of our legally relevant Fees/Fines Notification Profiles are set to printed letters, the offered time slot could not be much worse.
When we have signed and sealed the letters, there is no chance at all to get them out by the same day's post.
Please add at least another weekly time slot in the early morning hours,…
44 votes -
Enhance Display Logic Rules to incorporate the same full functionality options of General Electronic Services
Display Logic Rules options are limited in allowing only Hide options by User Group, ownership by campus or institution, or presence of another service. They also have hardcoded display depending on the service, such as displaying only when a user is logged in, and only in Get It or View It (some of which are understandable per service).
In contrast, General Electronic Services are extremely powerful with Show / Hide options by true or false default rule, choice of display in Get It and/or View It, allowing display when not logged in, as well as by ownership by campus or…21 votes -
Add the Item call number in the Reading list
Courses > Reading lists : On the “Edit reading list” screen, it should be possible to see the Item call number too (and not only the Call number). In our library we sometimes have several copies of a document which means that we have multiple items in one holding.
In situation A, only one of the items is added to a Reading list.
In situation B, different items are added to different Reading lists. But since you don't see the Item call number on the "Edit reading list" screen, it is not obvious which item is in which Reading list.1 vote -
Ability to remove default suppressed filter from resource locate
When using resource locate within reading lists to link a citation to a title the default search filters out suppressed title records.
This could be changed by adding mms_tagSuppressed to the Locate Citation By Fields table (Fulfillment Configuration > Courses > Locate Citation By Fields). Allowing it to be disabled.
This would be useful for us as we regularly use suppressed records where the physical item is not held but a representation of a chapter or article is and the representation will not be discoverable by primo. This prevents a title with no holdings appearing.
44 votes -
Library opening hours - prolong the "valid to" field in bulk
It would be very helpful to have a possibility to prolong library opening hours in bulk. We have more than 40 libraries and now the only possibility to prolong library opening hours is to open each line with opening hours, save it and run the "Apply changes" job. With so many libraries with many lines for opening hours in the library calendar will be this change for many hours of clicking.
3 votes -
More information on Process Type Transit
In 'Item history', you can see when an item was checked in and out of transit, but not for whom or whereto. If something goes wrong with the transit, you can't get any information about the inactive/completed request.
58 votes
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