Alma
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328 results found
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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 -
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 -
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 -
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 -
Fulfillment Proxy Should Receive On Hold Shelf notifications for AFN items
We have found:
---While Fulfillment Proxy users can request both local and AFN items on behalf of the Proxy Sponsor,
---And Fulfillment Proxy and Proxy Sponsor users receive On Hold Shelf notifications for local items,
---Only the Proxy Sponsor receives On Hold Shelf notification emails for AFN items. The Fulfillment Proxy does NOT also receive the letter for AFN items on hold.We would like Alma to send an On Hold Shelf notification to the Fulfillment Proxy patron for items requested through the AFN by a Fulfillment Proxy. This will mirror functionality for requests placed for local items by a…
23 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 -
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 -
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 -
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 -
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 -
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…
3 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 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 -
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 -
Library opening hours for more than 3 years
When setting standard opening hours in library calendar Alma automatically sets the field "Valid to" for 3 years. But the opening hours do not change very often. This setting also does problems by long term loans, because now the opening hours are valid to october 2024 but the library wants to loan documents to january 2025 (documents bought from some grants and the academic staff is working with these documents for a long time). In would be nice to have a possibillity to set somewhere that library opening hours should be valid for more than 3 year e.g. for 5…
200 votes -
Add a field for Library URL to the Library details that can be used in Letters.
Hello,
Most of libraries have a separate website with all relevant information for patrons. In Patron facing letters in Alma it would be useful to have a link to this library website.
Currently, there is no dedicated field in library details configuration where such link could be stored and then passed to the letters.
Please add a dedicated field for library website in library details configuration and feed this field to the Alma Letters.
Best regards,
Dominik104 votes -
Searching/Connecting Barcodes from other Institutions (Consortium)
In a Consortium, it is currently not possible to look up an item from another institution zone with its barcode in Alma. It's also not possible to connect the fee to an item from another institution zone, based on this same architecture issue.
We would like to have the possibility to search for items from other institutions to, among other things, place request on them on behalf of a patron directly in Alma - therefore this Idea goes along with https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/17887696-initiate-consortium-fulfillment-requests-for-items
Thank you!154 votes -
Change override return date and time default value.
Hi,
Hope that there has a way to change the default time that comes up on "Override return date and time" from 00:00 to 23:59?
Otherwise, it's an extra step for our staff backdating returns.
8 votes -
Provide gender in search results of patron search
In the Manage Service Patron, when searching for a patron, it would be useful if the search results included the patron's gender (if it’s known) so that library staff can address the right pronoun to the user in front of them and thus avoid misgendering .
13 votes
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