Alma

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  1. Fine&fees and blocks

    Currently, a user who has exceeded the limit of cash in his active balance, is blocked. That's ok.
    However, if a user has a lot of overdue loans (and fine&fees), and exceeded the limit of fines & fees but not in his active balance (loans are active), Alma won't block the user.
    So, until user returns documents or renew there, he can check-out new books.

    Is it possible to add an option in the Alma BO to block a user who has exceeded the limit of fine/fees all fine/fees included and not only those which are "closed" and added in…

    26 votes
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  2. Improving usability of the inventory section for citations

    Currently, it’s impossible to tell how ‘Digital’ and ‘Other’ inventory may be configured in the Inventory section of a citation. The green indicator shows the inventory exists but not whether it has been used for the citation.

    Digital example:
    You can’t see whether a digital representation has been selected via the ‘Manage Digital Representations’ option or whether a representation is Active or Inactive. The green indicator stays green even if the representation is Inactive or if it hasn’t been selected via Manage Digital Representations.

    Other example:
    You can’t see whether the Link Resolver has been disabled via Edit > Citation…

    26 votes
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  3. Make Add an Item Work Order Configurable

    When an "on-the-fly" item is created, loaned and returned by a patron, the item is automatically flagged for routing to the Acquisitions Work Order/Workflow.

    In our institution, the ACQ Department does not work on these items, and this should not be the workflow that the materials are routed to, but we are unable to change the work order type.

    We'd like to be able to configure or change the work order type for these materials, and also for the check-in process to more clearly delineate and note that the item is an "on-the-fly" item in particular. In the current process,…

    25 votes
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  4. Allow a differentiation of library addresses

    Although we can define a library e-mail address for Billing, Claim response, Patron communications, Primary, Shipping, the preferred address is systematically used for all library specific communications.

    This is problematic, as the service responsible for claim responses and orders is different from the service handling patron communications. Therefore, their e-mail addresses are different. Some libraries are too big for just providing a generic e-mail address for the whole library, as a person would then have to dispatch continuously the incoming e-mails.

    So ideally, the e-mail specification possibility in Alma should actually help make this distinction.

    25 votes
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  5. Add a checkout widget that can be accessed from the desktop

    The most common thing we need to do in Alma is to check out books, but we need to train our students and Circ clerks to go to "Manage Patron Services." What about some kind of checkout widget or even an entry in the main Alma menu that actually says "Check out" or "Check in"?

    24 votes
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  6. Blocks by location

    We would like to be able to apply blocks to Patron's borrowing by Location or Library, so that a block applied to a Patron for, say, Library / Location A would still allow them to borrow items from Library / Location B. Alma seems designed for multiple locations and Libraries, and yet the Blocks are currently applied across all locations.

    24 votes
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  7. Notify libraries when e-mailed notices bounce

    I just discovered an e-mail address for an internal patron (non-student) was entered incorrectly, so the patron could not possibly have received any of the overdue notices that were sent to her. If the the person who handle bills and overdues or someone at the library could receive notification when an e-mail sent out through Alma bounces, a problem of this sort could be rectified quickly. If I had not stumbled across the error, the patron might never have been notified about her overdue book.

    23 votes
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  8. Time to reshelve not applicable if there is a request

    After testing the Time to reshelve, we found that if an item is requested, the delay for reshelve is not applicable.
    It make sense in a way that the on hold shelf is not really a reshelve, but we would like to take into account the delay for reshelve for requested items too. In case of quarantaine.

    23 votes
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  9. 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.

    23 votes
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  10. Configure Alma Letters to use the operator's "from" address, rather than the value stored in "addressFrom"

    This is in reference to case 00172604. It was suggested we post this here by Yaala Ariel-Joel.


    1. Go to Alma Menu -> General Configuration -> Letter Emails

    2. Select, for example, the General Assign To Letter

    3. We have configured the "addressFrom" field in this and several other letters to be the email address of one of our library departments

    For some letters, however, we find that it would make more sense for the FROM address to use the email address of the individual Alma operator whose action generated the letter, rather than using the single email address that is stored in…

    22 votes
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  11. An availability calendar for booking request showing the times when booking request can be made

    When we request a booking, the availability calendar doesn’t show the hours when booking request can be made, it only indicates the hours when the booking is not available.

    22 votes
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  12. We need another possibility in the blocks options in Term of Use Definition 23 Block When Overdue

    We need another possibility in the blocks options in Term of Use Definition
    23 Block When Overdue,
    We need, blocking 1 day for overdue OPENDAY cumulative.

    I mean: For our UAM Loan Rules, the overdue block system should work as follows:

    Our users should be blockedfor natural days, but the overdue should be calculate ONLY whith OPENDAYS

    22 votes
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  13. Allow barcode search for a course reserve citation

    Often professors fail to come to the Library and remove their personal books from Course Reserve, leaving the Reserves supervisor with many such books and no idea to whom they belong. In Voyager, she could go into the Reserves module, scan in the barcode, and it would bring up the course, instructor, and the rest of the course's reading list, so she knew immediately whose book it was. In Alma, scanning in the barcode in Alma brings up only the brief bibliographic record. If she goes to Fulfillment/Course Reserves/Citations, all reserve items appear, and she could search by title to…

    21 votes
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  14. Fulfillment Network: when a patron loses a book from another institution, allow for automated blocking of that patron at all institutions

    So in other words, when a patron from institution A checks out a book from institution B and then Alma marks it is lost, it would be great if Alma could automatically place a consortial block on that patron so they are unable to check out books from any institution. We currently have this working as a custom integration using the Alma API, but it would be great if this were native functionality in Alma.

    20 votes
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  15. Make the focus and displayed function configurable

    in the Function "Fulfillment" - " manage user services" - "Patron services" - "submit request"

    a popup screen is shown "Submit request". After select a title there are 4 action buttons:

    "Patron Physical", "Booking", "Cancel", "Digitization"
    (in this order).


    • Please put the Action "Cancel" at the first or last (better) place!

    • Can we configure which buttons are shown (Digitazation, and Booking we not offer as a service)

    • the action button "Digitazation" is the prefered action (focus is on that function), can we configure which action is the prefered action?

    Michael Voss (HUB)

    19 votes
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  16. Loan Transfers Between Patron Accounts

    Sometimes we find ourselves in the situation where we need to return a loan from one account over to the account it should've been loaned out to.

    It would be great if we could have some kind of loan transfer option that would keep the original loan date and due date that's on the incorrect account.

    19 votes
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  17. "Borrowing Activity Report Job"

    Apply the library user to add or customize additional schedule in Borrowing Activity Report Job to increase flexible of library user in the operations.

    19 votes
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  18. Borrowing Activity Letter

    Currently, Alma limits the borrowing activity letter to list only 100 loans.

    It would be great to have the letter list all loans without a limit.

    18 votes
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  19. Blocks tab on User Details screen should display system assigned blocks as well as librarian assigned blocks.

    The blocks tab on the User Details screen should display system assigned blocks as well as librarian assigned blocks.

    It is confusing for staff if a user is blocked but the block doesn't show on the user details screen, only via Manage Patron Services.

    This idea is partly related to "Make Manage Fulfillment Activities the same thing as Manage Patron Services" (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/36274744-make-manage-fulfillment-activities-the-same-thing) - one of the ongoing issues with Alma from a staff point of view are the number of different screens things are under, and not in a particularly intuitive way. Waive a fine here, pay a…

    18 votes
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  20. Option to sort reading list citations by publication date

    Instructors sometimes want to sort citations in a reading list by publication date. We would like the options “Date – ascending” and “Date – descending” added to the “Sort by” dropdown in Alma and to the “Order citations in all sections” dropdown in Leganto, so that either library staff or instructors could make this change.

    We know that data in this field can take on different forms because of the way it is entered in the bib record. For instance, it could be e.g. "c2000", "2000", "2000-2001" etc., so some normalization may have to occur

    18 votes
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