Alma
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195 results found
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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 -
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…17 votes -
Retrieving Returns from Advanced Search
Currently there is no option in Advanced search to detect all the recent Items returned on a specific day.
There is an existing function in Alma thats possible to detect only LoansPlease add this feature to be able to retrieve Retuns in Advanced search and not just from analytics (there the data is updated only to the previous day and not the current) .
16 votes -
Change default in loan history to fulfillment activities
In loan history the default radio button is item changes. Better to have fulfillment activities as default because it displays displays loans, returns and in-house-use.
16 votes -
Hold active until (collection) date
currently the time a requested book is held for a borrower does not show unless you go into the Active holds lists. It would be helpful if this was shown when the book is checked in and on the notice that automatically goes to the printer (which we put in the book until the book is collected)
14 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 -
Ability to order facets in Alma Resource Sharing
For our workflows it would be useful to be able to move assignee to the top of the Facets in the new Resource Sharing screens for Lending and Borrowing
14 votes -
Add barcodes to an items available facets in customize view.
When viewing items in Alma, it would be nice to add an items barcode as an available facet to see. All other impertinent item information is available (call number, title, author, etc.)besides item barcodes.
14 votes -
Change lost Item replacement fee refund from ratio to set amount
When configuring terms of use policies regarding the amount of money to be returned to a patron if a lost book is returned, we currently have to enter a Lost Item replacement fee Refund ratio instead of using a flat amount for the amount to be returned. Because any changes in our charges have to be approved via a campus committee that meets only once per year, we must use the Replacement fee amounts that are already approved. Our Lost Book replacement fee is currently $110. If the book is returned, we would like to reduce that amount to $20.…
13 votes -
Make it easier to create sets of courses
The only way to create a set of courses is to get the course IDs from analytics.
This is a problem for Sandbox where we have no access to analytics - especially for those of us with generic data.
eg...
1. Include the course ID when downloading a list of courses to Excel with All Fields selected (and make the course ID an option to view in the table.
2. Enable save and create set when viewing a list of courses
3. Enable course code to be used when creating a setThis would be very helpful now that we…
13 votes -
Library level patron limits configuration
It should be possible to configure the Patron Limits table at the library level. Only Max Cash, Max Overdue and Max overdue recalls should be configurable, so that each library will be able to control when it starts blocking patrons independently of one another.
13 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 -
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 -
Attach multiple courses/sections to a reading list more quickly
We use a single reading list for many sections of a course, and also reuse these reading lists from semester to semester. Attaching courses to a preexisting reading list is a very slow process which must be done one at a time. I'd love in the reading list courses tab, when you click "Associate Course" and then "Select from List", you were given the option of a checkbox so that many course sections could be added to a reading list at once.
Alternatively, in bulk upload of courses, if you can attach a NEW course to an existing reading list,…
12 votes -
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 -
Scan-in items to create an Itemized Set
For many of our workflows, we have a large batch of physical materials upon which we need to perform a bulk action (e.g. place them all on a Work Order or request a Permanent Location change, etc.) The items are on book trucks and there is no Set upon which to Run a Job unless we create a new one every time as a TXT or CSV file, which then has to be uploaded to Alma. It would save a lot of confusion, plus work and training time for staff and student workers, if it was possible to use Scan-In…
11 votes -
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 -
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 -
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 -
Expand Course Reserves Facet/Advanced Search Functionality
When working in Reading Lists and Courses the facet filtering limits staff to a single selection in a category at time. However, many institutions have multiple terms or staff liaisons serving more than one academic department. In such cases, it would be quite helpful to allow staff to select multiple facets. The inability to multi-select prevents staff and their managers from being able view the whole picture and effectively managing the work.
If that’s not possible, we’d like to request that you expand the advanced search options for reading lists, courses, and citations to make all of the facet options…
10 votes
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