Alma
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86 results found
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Place in queue for hold requests is confusing for users
Can the queue numbering begin with 1 rather than zero? The zero is confusing to users when an item request is made. Users interpret this as not available. It's hard to explain the queue is for those waiting not those who placed the first request.
256 votesThe OTB value of the labels was changed from “Place in queue: {0}” to “{0} user(s) before you get served”. The change is not affecting existing customers, only new ones. In case existing customers would like to user the new label, there is a “Restore” row action on the label, this will bring the new label to your Alma.
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On Hold Shelf – new sorting option
We need a new hold shelf sorting option.
Non of the existing sort options currently existing in Alma is working for our needs. They are ether to long and specific for the user or do not work with our privacy policy when we have a “self service” hold shelf.
It should be a combination of date and a generated number. The generated number should be restarted every day. This number should be visible in the manage patron services and idealy have a persistant search option.
The number could be [day of moth]+[generated number]-[18-00001]- the generated number should be for the…368 votesYou can now make use of an additional sequence based number to uniquely identify requests. The system generated additional ID may be added to your pick from shelf and hold shelf slips by configuring the slips’ XSL. You can also add as a visible attribute of the request on the Pick From Shelf and Hold Shelf task lists.
For more information please see Alma April release notes available at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Add the ability to default booking hours to start of day/end of day
We use bookings primarily for faculty materials that they'll use in class- we have set hours when they can pick things up in the library so the hours and minutes functions are a moot point- they're always at the start and end of business days. It would be nice not to have to enter in the exact time for start/end for every booking, and if they defaulted to opening/closing times we could actually open this up to patron-driven bookings through Primo, which are way too complicated currently given all the time options.
12 votesA new booking policy in the Terms of Use, Booking Resolution, allows you to define the allowed resolution of your booking request
Available only for Primo customers
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Restrict borrowers from loaning multiple copies of an item they already have on loan
We would like to be able to restrict borrowers from loaning multiple copies of the same item.
For example, we would not want a borrower to be able to loan an additional copy of an item if they already have that item on loan, as this is unfair on others who would also like that item.
Although we have recalls in place, we would still like to restrict borrowers from loaning a second copy (or more) of something they already have on loan.
Kind regards,
Andrew101 votes -
Automatic removal of lost item from patron loan list once replacement fee is paid AND recorded in item history.
Currently, when an item becomes "lost" and a patron is charged the item's replacement fee, when the patron pays the replacement fee, the item remains on the patron's list of loans. So, one either must individually delete" lost loans that are paid for or run a close lost loans job. Neither action is recorded in the item's history. the item is paid for. Ideally, once an item is paid for, the item should be automatically removed from the patron's list of items and have a process type of "missing" or "lost and paid for" or something along those lines. And,…
333 votesCompleted as part of January release:
When an on loan item’s status is changed to Lost and the last lost or replacement fee is closed, the loan status can now be changed to Lost and paid and the loan is closed
Please see Alma January release notes for more details:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201901BASE -
Fulfillment unit rules
When having to edit a Fulfillment Unit rule, it'd be great if there was an Edit button instead of a Delete button for each parameter - currently, if I want to add a User Group to an existing rule, I have to delete the batch of UGs & re-add the parameter (or, if the order affects it, delete everything and re-create the whole rule).
187 votesAs of August 2018 release the fulfillment unit parameters can now be edited.
For more information see:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/050Physical_Fulfillment#Editing_a_Fulfillment_Unit -
Increase number of loans, requests etc. shown in Alma
We want to increase the number of records to show in all of the lists in the system to 50. Current maximum is 20.
Loan limits for patrons are 50 items and it would be helpful to see all 50 items in the loan screen at once, without having to consult the other pages.
8 votesAs of November release you can now select the number of results appearing on any list of results (previously, only a few lists had this feature). For some lists, the range is between 10 and 50 results. For other lists, it is between 20 and 100 results.
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Block expired patrons from placing resource sharing requests in Primo
There should be an easy way to block patrons with expired Alma accounts from placing resource sharing requests in Primo. We shouldn't have to run a script as a work-around.
Currently, there is no way to tell Alma that expired patrons cannot place resource sharing requests in Primo. Expired patrons in Alma can place resource sharing requests, even though they are unable to checkout the material. This makes for very unhappy patrons.
101 votesThe February 2017 Release includes this idea. For more details please see here:
http://knowledge.exlibrisgroup.com/Alma/Release_Notes/0099_2017/110_February_2017/Alma_February_2017_Release_Notes/04Fulfillment_-_February_2017_Enhancements#Additional_Fulfillment_Enhancements
where the new check_for_expired_account, parameter is described -
View cancelled requests
it would be useful for Fulfillment staff to have a way to track when users cancel requests, eg to explain why an item is coming off the holdshelf early, or to prove to a user that the reason why their hold has never been satisfied is because they cancelled the request. Perhaps a record should go into the Requests tab on the user's Fulfillment activities and into the item's History tab?
99 votes -
In Repository Search, display "Due Time" field for checked-out items
The "Due Date" field already displays for checked-out items in a "Physical items" search but "Due Time" doesn't even though many institutions check out hourly items for which the "Due Date" field isn't really useful.
45 votes -
Allow more flexibility in Display Logic rules
We would like to be able to construct Display Logic rules that hide a service based on the absence of a service. Currently (7/8/2016), the structure of rules only allow hiding a service based on the presence of a service.
Case in point:
We provide unmediated Get It Now for a handful of publishers. Obviously, we do not want to offer Get It Now if a full text service exists. However, because Alma considers Get It Now to be a full text service (which is a discussion for another day), we cannot use a "hide Get It Now if full…109 votesCompleted as part of Alma January Release The display logic user interface was enhanced, offering more flexibility in defining display logic rules.
for more information please see Alma January Release Notes at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201901BASE -
Fulfillment: Send duplicate Lost Item Refund notice to the library staff
Program Alma to send a duplicate "lost item refund" notice to the library staff email/printer when a lost item is returned. This would be similiar to how Alma sends a copy of the cash receipt for fines paid to both the user and to the library staff.
When a lost item is returned to my library we need to know which patron returned the item so that we can remove the academic hold in our campus SIS system. Currently Alma only displays a message on the screen that indicates the ret'd item was lost--but messages on the screen are often…
3 votes -
Replace copyright statement for digital representations
The copyright statement should display at the front of the digital representation for the patron before they download the contents. The copyright statement is not visible unless the patron clicks on the Copyright Symbol on top right corner of the page of the digital representation. To make the copyright statements meaningful, it should appear before the representation.
18 votes -
Customize the New Patron Registration form
We would like to customize the New Patron Registration form to hide the fields that we do not use, such as Gender, Job category, and many others.
It would also be nice to have templates so that selecting a user group might display specific fields, the same way that choosing "User has institutional record" causes the password field to disappear and Owning system dropdown to appear.
480 votesIt is now possible to configure the fields that appear in the Patron Registration and the Edit User Info (from the Manage Patron Services page) forms in Alma.
The new option makes it possible to configure a form that is fine-tuned to the library's needs and manages only the information the library wants to manage.
For more information see August Release Notes
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Add a policy copy column in the list of items
When we are searching for all titles we cannot find in the list of items the related item policy so if we have to check the policy of a copy we have to select action and select view to view the related policy. Adding a column with the related policy in the list of items would be quick and useful.
201 votesMaterial type, item policy, and/or copy ID were added to the following areas:
Item List page
Physical Item Editor
Physical items repository search results
List of Items accessed by clicking the No. of Items link in the Holdings tab of the “Held By” Details page (for a member search in the Network tab)
data exported (the copy ID) to a CSV file when exporting physical items
the item list presented when selecting Bind Items from the List of Items page
the Manage deleted repository page -
Add the option to display call number in all work benches in circulation and in all relevant user notifications.
Many libraries are using call numbers as a primary identifier in fulfillment workflows and in communication with the users.
61 votes -
Booking calendar - hourly
We would like to enable users to book rooms and equipment on the hour / half hour. Booking to the minute, as in the current booking calendar, is not suitable. Would it be possible for an alternative calendar to be made available or to have the facility to modify the existing one?
35 votesA new booking policy in the Terms of Use, Booking Resolution, allows you to define the allowed resolution of your booking request
Available only for Primo customers
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Have the Proxy For setting available for placing Requests.
Currently our incarcerated students have their requests put into a spreadsheet that is sent to the Off Campu team. They then have to process the request (sometimes having to spend time finding the correct item or call number) and then process the request. It would be much more efficient if the Proxy For function could be expanded to include the placing of requests, which would then place the items on the Pick from Shelf list for collection and processing
88 votesA new type of proxy user has been introduced as part of Ala December release, that will function as an extension for the sponsor user: Fulfillment proxies will have a proxy account (separate from their personal account, if exists), with which they’ll be able to log into Primo or Primo VE, place hold and resource sharing requests on behalf of their sponsor user, follow up on these requests, be notified when they reach the hold shelf, and check out items on behalf of the sponsor user.
For more information please see Alma December Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Remove "material type" and "term of use" fields on the request form
We don't need "material type" and "term of use" fields on the request form. They are not mandatory fields and we think it is a waste of time for our patrons to fill them in. Find more details in the attachment.
1 vote -
Pop up user notes
Currently, we only have block notes pop up when scanning patron ID in "manage patron services". It would be lovely if a specific user notes (which can be added manually by staff) like "circulation" notes can be popped up to warn the staff like the patrons' email address is incorrect or this is a distance student etc. Please feel free to ask more question re this idea
99 votesUser notes can now be defined to appear as pop-up notes in Manage Patron Services so that the librarian can inform the patron of any important messages. When a user note is created, a new check-box is available, Pop up note. When selected, the note will display as a pop-up window when the operator enters Manage Patron Users. If a block message also exists for the user, both messages will display in the same pop-up window.
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes
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