Alma
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192 results found
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Personnalize "Users - Remove Blocks"
"Users - Remove Blocks" job removes expired blocks from user records. We want to customize the processing to automatically remove expired blocks and short blocks (1or 2 days) to avoid unequal treatment between users.
9 votes -
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 -
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.
0 votes -
'Notes' field in User Group configuration - note field for each user group in the user group table
I know there is a tab for notes in user group configuration (Fulfilment>Patron Configurations>User Groups) but it would be more useful if there was a way of adding a note to each user group in the table, so it would appear as a column in the table next to Description. Then we could add what that user group includes, or how they are defined.
Thanks very much,
Ruth10 votes -
Separate_patron_notifications_by_library (extend to all Patron facing letters!!)
The following letter/emails are supported by the Separatepatronnotificationsbylibrary feature :
However, two important patron facing emails are missing here!
- the patron welcome letter!! -> This is the FIRST letter you send to a patron. In times of spam and phising preferably coming from a (the same) sensible library from address as the other letters.
- reset pw letter!! -> Same here - please make sure this has the same from address. You need to be able to trust this email!
3 votes -
Show letter category in Letters Config
In the documentation on Letters, the table includes a column for Category, which shows whether a letter is for Acquisition, Fulfillment, Digital, etc. (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters)
However, when you are actually in Letters Configuration, the table does NOT include Category, so there is no simple way to filter to see JUST the Acquisitions letters, or JUST the Fulfillment letters. It's also not a column that can be added to the view by clicking the gear icon.
It would be SUPER helpful to add the Category to the Letters Configuration table.
5 votes -
A temporary location that’s ended by item return/scan in
For exhibitions in the library it would be great to be able to add an item to a temporary location and have the item restored to its permanent location upon return or scan in.
Using a temporary location would make it possible to keep better track of where the item is currently at. Primo would show that an item is used in a display/exhibition and staff could perform better service to patrons and ease the pick-from shelf task.
But there shouldn’t be a need for process restore it to the permanent location. A loaned item taken from a display typically…
2 votes -
Improve reorder functionality in Fulfillment Unit Rules
Right now, if you add a new fulfillment unit rule, it goes to the bottom of the list. If it needs to be elsewhere, you have to use the reorder arrows to quite tediously move the rule up and down (click ... reload page ... scroll to find where rule is ... click ... reload page ... ad nauseum.)
It would be SO much better if we could either
1) Drag and drop the rules (and then require clicking a save button to save the new order, and/or
2) Reorder using the row number by exporting to an external spreadsheet,…35 votes -
Modify locations by batch
We need to update some or all of our location fulfillment Unit of all of our library.
Unfortunately, the Update Location API does not support bulk updates for multiple locations in a single request. Each API call is limited to a single location code.
We'd like to be able to make batch changes to our libraries' reader service units.4 votes -
Ability to remark letter example
In letter administration, currently when you switch to use a different letter example, the information you've got is the same letter name and the only difference is the date it is saved. for example FulUserBorrowingActivityLetter - 02/12/2024 04:08:56 GMT. It does not mean a lot when you are trying to switch to a difference example, one would rather it be remark as something more useful or special about that example, such as specific - usergroup, loan type, from library, etc.
4 votes -
Add blocks view to new UI Manage Patron Services view
It would be really useful if, in addition to the user card, system and user notes views, we could also see user blocks. Although our staff see a pop-up when they first open the patron record, once it's acknowledged and the patron view page opens there is nothing else to indicate there is an outstanding user block.
We add a manual user block when an item is made lost, and staff sometimes forget to remove this when returning the item, especially if that person does not then borrow something else but if we had this view it would be more…
3 votes -
Add link to requester's account when item returned
When an item is returned with a request on it, a pop up shows with information about the requester. Our staff would find it useful if this was a link to the user account. They often need to check information on the account, particularly for our library laptops, so this would save them rekeying the information.
5 votes -
Add an already existing reading list from a course
When adding a reading list to a course, it would be nice if you could search already existing reading lists from the course. Right now, when you go to add a reading list, if a list already exists you get an error. But instead of being able to attach it there, you have to do a separate reading list search, identify the correct reading list, and add the course to the reading list. It feels like an unnecessarily backward process.
3 votes -
Reinstate hold on items expired from the hold shelf
Ability to reinstate the hold on a resource sharing item loaned through Tipasa. If a patron doesn't pick up the item after the set amount of days for pickup, the hold expires. If the patron comes to pick up the item after the hold has expired, there is no way to reinstate the hold so that the patron can check out the item. The Tipasa record is still active and Alma record still exists.
1 vote -
When doing "Scan In Items" for "Pick From Shelf" request, say that if a patron has an overdue, say that he has an overdue and cancel reques
When doing "Scan In Items" for "Pick From Shelf" request, say that if a patron has an overdue, say that he has an overdue and cancel request
1 vote -
More options for configure the UI for Manage Patron services
The Left Pane of The new Manage Patron services UI includes User Information.
The display of information in this section is configurable from Configuration > Fulfillment > Patron Configurations > Patron Services User Card Fields.It would be great help for us if certain fields would also be among these.
Field: Primary ID and Field: Identifyer (Identifyer type barcode)Specially Primary ID should be able to hide for many places.
17 votes -
Batch modification of fulfillment unit service information
We need to update some or all of our location fulfillment Unit of all of our library.
Unfortunately, the Update Location API does not support bulk updates for multiple locations in a single request. Each API call is limited to a single location code.
We'd like to be able to make batch changes to our libraries' reader service units.1 vote -
Allow Patrons to Request Items in Work Orders
Currently, all work orders automatically make all items in that work order unavailable to patrons in the catalog. Some work orders may be for workflows or processes that can allow for items to be requested and pulled for users.
If, during the setup and configuration, work orders have the option of "allowing patron requests" or "do not allow patron requests" (similarly to how recall notices are an option), then some work orders can allow for patrons to request items so they can be pulled and delivered, based on the work order type.
3 votes -
There should be a renew option for items checked out to a patron if patron is present with items checked out
I think there should be a Renew option so that you do not have to scan an item's barcode search your location then search for the barcode. In Sierra there is a renew option where you just scan item barcode and renew it without having to search or go into patron's account.
2 votes -
barcode added to "pick from shelf" list
more of a question.
Can the barcode be added to the 'pick from shelf' list'? It would be helpful when printing the item page from the list and it would also be beneficial if the item barcode was visible instead of have to hit the requests number for the barcode.
Thank you
joann23 votes
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