Alma

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  1. Anonymize loans for a single patron and allow him to do it himself from his account

    We need to have an option in the patron services page to allow our staff to anonymize a patron’s inactive loans, if he ask to. We would like also that the patron could do it himself from his Primo account. This option should exist at the institution zone level and every institution could choose if activate it or not.
    The Alma anonymization job allow us to set a retention period for a specific set of libraries or user groups to anonymize inactive loans.
    The needs of our single patrons are very different from one another, and the retention period that…

    30 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  2. Option to set return time to 15 minutes before closing

    We issue equipment such as laptops to students. These must be returned before the library closes.

    In the current TOUs it is only possible to set the due time to closing time. However, we really need to check all equipment is back, and therefore would like to set the due time to 15 mins (or 30mins) before closing.

    We would also do this for short loans, as these require being returned before the library shuts. Otherwise the student will receive fines.

    Changing the closing time of the library would be too confusing for everyone

    30 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  3. Remove "Reading lists - unassigned" from the Tasks panel

    Our Course Reserves > Reading Lists workflow does not include assigning the lists to any particular person. We would like to have unassigned reading lists that are completed removed from the tasks panel.

    29 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  4. Change permission authorization set without leaving current record

    For example, a student worker is working with a patron. However, the patron record requires action that the student worker is not authorized to do. The student worker calls over a supervisor. Is there a way to keep the patron's record open but change the permission set from the student worker to the supervisor so that necessary actions can be taken? Or does the student have to log out completely and then the supervisor log in and search anew for the problematic patron record?

    29 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  5. Ability to Toggle the Missing with Fulfillment Role

    Currently, the only way to mark an item missing with a fulfillment role is from a request. However, circulation staff often need to mark items missing that do not have requests. As far as I can tell, it requires the Physical Inventory Operator role to toggle the missing status from the item record. I would like staff to be able to toggle the missing status without having permission to edit/add records. Marking something missing is typically a fulfillment activity though and not always related to a request.

    27 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  6. Select all citations across multiple pages in Course Reserves > Citations

    The 'Select All' checkbox only selects the citations which are listed on the current page (i.e. 20 citations maximum). Is it possible for all citation to be selected across multiple pages?

    27 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  7. Extra column in "Return items" with "Fine per patron"

    We would like to have an extra column in return items, a column for fine per patron. Because at every return we immediately want to see if the patron has a fine in general, not for the returned item. We would like to see this in Return items and not via "Manage patron services / Returns". Is this possible or something similar?

    27 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  8. 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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    0 comments  ·  Fulfillment  ·  Admin →
  9. Resource sharing form customization

    At now we can customize only the fields to display and their labels.
    We feel the need of a deeper customization of the html (directly on the form page or via css)

    25 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  10. Include variables in subject line in letter emails costumization

    In Alma you can costumize emails and letters message body via XSL including the related data from xml, but not in the subject area, where you can write only fixed text. We need the possibility to add changing information in subject area, for example add the id of requests in the subject of the Resource sharing emails. It would be possible to configure the subject field to accept variables/placeholder containing the data in xml emails?

    25 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  11. 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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    0 comments  ·  Fulfillment  ·  Admin →
  12. Send a confirmation by e-mail for each resource sharing request

    When the user fill in the form to receive a book by the Inter-Library Loan (ILL), it would be nice if a confirmation by e-mail could be sent to him.
    Our users were accustomed to receive this sort of e-mail and it's a deficiency for them.

    25 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  13. Request letter

    We would like to be able to send a user a notification about a request immediately after placing the request. The notice would give basic information about the status of the request. Something along the lines of the "interested in" letter. Running a request report once a day is insufficient for our operations.

    25 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  14. Re-loan should not cause automatic renewal of items already on loan

    When loaning an item to a patron, who has this item already on loan, the system automatically renews the loan (if possible). An option in configuration is needed to suppress this automatic renewal for the following reason: too many errors occur, when the item is automatically renewed. If the patron intends to return the item and the circulation desk operator by accident scans the item for loan, then the item is back in the library stacks but by accident renewed for the patron (who will get claimed!).

    25 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  15. Set up Online Service Order configuration in the NZ and be able to share with the IZ.

    We would like to be able to set up Online Service Order in the NZ and share that configuration with the IZ. The goal is push the shared OA e-collections to the bottom of the list so they do not display first in the list.

    25 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  16. Handling books on the shelf that didn't get checked in

    When a book on the shelf was accidentally not checked in and another user brings it to the desk, it clears the original checkout and adds a fine without generating a message to let us know. In most cases, we would waive those fines, since the book had obviously been returned. We would love to see a pop-up when that happens so we can go and waive the fine on the previous customer's record

    25 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  17. Add "Scan In Items" functions to "Return Items" processing

    We would like to build "Scan In Items" features to the "Return Items" function, i.e. "Return Items" should be able to process requests, expired holds, and items in transit between locations the same way as "Scan In Items" does. This includes the radio button for automatically printing slips (configuration should be able to define a default)

    24 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  18. 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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    1 comment  ·  Fulfillment  ·  Admin →
  19. 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…

    24 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  20. Bulk Work Order Functions

    A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.

    This would also allow you to remove work orders in bulk.

    This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.

    This function would, of course, need to inform the user…

    23 votes
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    0 comments  ·  Fulfillment  ·  Admin →
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