Alma

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  1. Booking, transit and preview time

    We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.

    The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).

    • The transit time between the AV-library and Kjeller is set to 48 hours.
    • The preview time on the equipment booking is set to one hour.

    Use case:
    When scanning an item due for pick-up at Kjeller within the next 48…

    98 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  2. Allow batch deletion of user notes

    It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.

    There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…

    96 votes
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    6 comments  ·  Fulfillment  ·  Admin →
  3. Short Loan Reminder - overdue notice doesn't display due time

    The Short Loan Reminder uses the Full Overdue and Lost Loan Notification letter for the overdue reminder (sent x minutes after due time). This letter does not display the due time of loans however, and is not configurable.

    92 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  4. Allow Reinstatement of Fines/Fees

    Fines are occasionally processed in error or you might need to reinstate a fine payment taken on someone's account. We would like the ability to reinstate fines that have previously been paid or waived.

    91 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  5. Allow staff to override if an item type is not requestable

    We would like some books (like a reference book) to be non-requestable for a student. However, we would like for staff to be able to put in a request on a student's behalf for a reference book, or perform an override when appropriate.

    91 votes
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    6 comments  ·  Fulfillment  ·  Admin →
  6. Add a print test page option to printer action menu

    It would be great to have a simple way to test Alma printers, rather than having to go through a workflow to print something out. I think a good place for this would be on the action menu for each printer.

    87 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  7. Change due date when patron account expiration date reduced

    As a Fulfillment Manager, I would like the due dates of a patron's books to be changed to their account Expiration Date if this is reduced. Eg, if a book is issued to a student for 10 weeks and they withdraw from their course, the original due date remains which can be some weeks after they have left. This can cause confusion for library staff and the patron.

    86 votes
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    5 comments  ·  Fulfillment  ·  Admin →
  8. Alma bookings - concurrent bookings issue

    Our institution wants to introduce bookings in Alma for our High Demand loans, which are 3 hours.

    The main issue we’ve found is concurrent bookings, see scenarios below, with a 5 minute exclusion set up:

    • A books item for 11:40-12:40 - however doesn’t borrow the item within the 5 minute exclusion

    • B books item at 11:46, for 11:50-12.50

    • A checks out item at 11:53, despite booking for B at 11:50

    What is needed is some mechanism for bookings to expire automatically once the exclusion period is reached.

    84 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  9. Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery

    We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.

    83 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  10. Allow customization of close_paid_lost_loans parameter

    When the closepaidlostloans parameter to false and lost loans are closed (either manually or through the Close Lost Loans job), refunds/credits are not automatically given to patrons if the item is subsequently found and returned. When setting the closepaidlostloans parameter to true and the lost loan is closed (automatically setting the Lost and Paid status), a refund/credit IS applied to the patron’s account if the item is subsequently found and returned, providing the Lost Loan Refund Ratio is greater than 0.

    For libraries that wish to take advantage of this new Process Type, but…

    82 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  11. Allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy

    I believe this is an expansion on this idea https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/31119715-title-level-request-and-item-level-request

    But we are dealing with ASRS in our case so I thought it might be a little more elaborate.

    We would like to have the option to allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy.

    Currently we have "No requesting" as our general policy that's applied to all of our items except for the ones in ASRS. The problem is that when items with multiple copies and identical call number exist both at open-stack library and ASRS, the No…

    81 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  12. Allow staff level renewing of items marked as "lost", or the ability to bulk process from "lost" to "found".

    I'd like the ability to either allow staff to renew items listed as "lost" or at least be able to bulk process items marked as "lost" to "found" so we can then renew them.

    69 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  13. Sort of holdings with the same location by call number in the GetIt Tab

    Currently, the display of holdings in Primo for multi-volume monographs is random.
    Alma only allows to configure the order of locations by "their proximity to the patron, according to the library IP address”. However, holdings with the same location but different call numbers are not sorted in any meaningful way.

    When we catalogue a multi-volume monograph we create a different holding record for each volume, so we cannot use the “item sort routines” to adjust the display in Primo, because they only apply to items within the same holding.

    Currently, our patrons see things like this:
    http://primo.sns.it/primolibrary/libweb/action/display.do?tabs=requestTab&ct=display&fn=search&doc=39pisalma2150514590002521

    We’d…

    68 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  14. Add more flexibility in Request TOU Pickup Locations policy

    We’d like more flexibility in Request TOU Pickup Locations policy.

    We have more than 20 libraries and most of them are located within walking distance. Therefore, we want our patrons to go directly to those libraries instead of placing pickup requests and limit the patrons who can place such requests. Otherwise, the number of requests will become too large to handle and logistics and management cost will become enormous. Moreover, it’s not time efficient. If users go directly, they can borrow immediately, but it may take 1-2 days to deliver since there is no direct route between some libraries.

    Currently,…

    68 votes
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    5 comments  ·  Fulfillment  ·  Admin →
  15. Fulfillment overdue popup/font color when item is returned.

    It would be nice to have an overdue alert for our fulfillment staff when they check in an item that is overdue. The alert could be either a pop-up or a change in font color such as red when overdues are checked in. Sometimes reserve materials are brought to the desk a few hours late and could be caught while the patron is still standing there. If could be configurable for libraries, that may not want this function.

    67 votes
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    6 comments  ·  Fulfillment  ·  Admin →
  16. Display Logic: shared NZ choices in IZ

    Currently, the Display Logic settings are limited to IZ resources only; they do not allow choices for resources that are shared from the NZ among several institutions.

    For example, my library offers unmediated CCC document delivery for certain Wiley titles we don't subscribe to. So when I set the display logic rule, it should be "Hide service Full Text with Electronic collection = CCC Get It Now Wiley if exists service Full Text with Electronic collection = Wiley Online Library." However, because the Wiley Online Library ecollection is shared in the NZ for my consortium, it will not appear as…

    67 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  17. Multiple Quick-Cataloging Templates

    Scenario:
    There are multiple workflows and purposes for which the Quick Cataloging interface is used. For example, in course reserves, staff frequently need to create records for different resource formats beyond book and article. Staff at the circulation desks need to create records any time an item brought to the desk is not found in Alma, and these resources can take any form - from sound recordings on CD to equipment like laptop chargers.

    Problem:
    Not all of these materials fit the current “book” and “article” templates provided for Quick Cataloging. To enable efficient use of the Quick Cataloging feature,…

    66 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  18. Claimed returned option for Lost items

    In our previous system, with one click we were able to change items to Claimed Returned status, no matter what their current status was. one click and it was done.
    But in Alma, for some reason, this is not possible once the item has been declared Lost. One has to go through a long and convoluted process creating a file and saving it then creating a set and saving it then running a job on the set. This involves three pages of instructional documentation and about 15 minutes of staff time every day.
    We often have items claimed returned when…

    65 votes
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    6 comments  ·  Fulfillment  ·  Admin →
  19. Allow user preferred pick up location while retaining other options

    Currently in the TOU you can allow pick-up at "Any pick-up location" or at" User affiliated Campus Pick-up locations". If the latter is set, only pick-up locations of the user's campus are available. We need an extension to the former rule, that lets the user's preferred pick-up location (a new parameter in the user profile) be selected as default option, while still allowing the user to select a different location when placing the request.
    Obviously, the "User preferred pick-up library" needs to be added to the user profile.

    65 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  20. Enhance Convert to Resource Sharing function on Pick From Shelf List

    When you don't find a requested item at your institution, it is great to be able to 'convert it to a resource sharing request' -- however that function should mark the item missing from our institution. Since pick from shelf does NOT display barcode and once we select the item to be converted to resource sharing request, it disappears from the pick from shelf list, so it is very difficult and time consuming to find the item and toggle it to missing. Also, the resource sharing request might be canceled because the item at our institution shows up as 'item…

    64 votes
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    2 comments  ·  Fulfillment  ·  Admin →
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