Alma

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  1. Return and reissue items with a single click that have reached their max loan period

    When items reach their maximum loan period and patrons want to borrow the items again they have to be returned and issued again by a circulation operator. This is an unnecessarily complex workflow. Please could an option be added for circulation desk operators to be able to return and reissue the items with a single click of an interface button (providing their are no blocks of course).

    20 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  2. Enable/disable letter activity at the Library Level

    Currently it is only possible to enable and disable letters at the institution level.

    Initially Alma documentation said this was possible:

    "The Letter Activity mapping table (Configuration Menu > General > General Configuration > Letter Activity) lists all of the letters and enables you to enable/disable them for an institution or a library."

    However this was a "documentation defect" and you can only toggle letter activity at the institution level.

    We would like to disable the "FulCancelRequestLetter" from our Resource Sharing Library and see the ability to turn on/off letters at the library level as desirable functionality.

    20 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  3. Automatic Loan Renewals-needs more options

    Could you add the ability to configure automatic loan renewals by physical location within a library? We have some locations we would like to have auto renewals for and some that we do not.

    20 votes
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    5 comments  ·  Fulfillment  ·  Admin →
  4. Make Add an Item Work Order Configurable

    When an "on-the-fly" item is created, loaned and returned by a patron, the item is automatically flagged for routing to the Acquisitions Work Order/Workflow.

    In our institution, the ACQ Department does not work on these items, and this should not be the workflow that the materials are routed to, but we are unable to change the work order type.

    We'd like to be able to configure or change the work order type for these materials, and also for the check-in process to more clearly delineate and note that the item is an "on-the-fly" item in particular. In the current process,…

    19 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  5. Display override message consistently

    Based on Block preferences, override messages can be configured. But these messages are shown only once in a session (as confirmed by Ex Libris, ticket 380696). We need this message to be displayed consistently each time that an action requires an override.
    We would like to be able to configure for each Block preference whether the override message is to be shown only once per session or at each action triggering an override.

    19 votes
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    5 comments  ·  Fulfillment  ·  Admin →
  6. Make the focus and displayed function configurable

    in the Function "Fulfillment" - " manage user services" - "Patron services" - "submit request"

    a popup screen is shown "Submit request". After select a title there are 4 action buttons:

    "Patron Physical", "Booking", "Cancel", "Digitization"
    (in this order).


    • Please put the Action "Cancel" at the first or last (better) place!

    • Can we configure which buttons are shown (Digitazation, and Booking we not offer as a service)

    • the action button "Digitazation" is the prefered action (focus is on that function), can we configure which action is the prefered action?

    Michael Voss (HUB)

    19 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  7. Display Loan HOUR in Patron Services and Manage Item Returns

    Currently the Patron Services and Manage Item Returns screens display the DATE an item was loaned only. It would be helpful if they also displayed the HOUR. On the Patron Services screen, it takes extra clicks to review the Loan History in the Actions menu. On the Manage Item Returns screen, it is impossible to view the hour -- you must go to the item's history, which isn't accessible directly. The hour is already displayed in the Patron Services Due Date and Manage Item Returns Returned Date fields. I hope it is easy to add the hour to the Loan…

    19 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  8. Blocks tab on User Details screen should display system assigned blocks as well as librarian assigned blocks.

    The blocks tab on the User Details screen should display system assigned blocks as well as librarian assigned blocks.

    It is confusing for staff if a user is blocked but the block doesn't show on the user details screen, only via Manage Patron Services.

    This idea is partly related to "Make Manage Fulfillment Activities the same thing as Manage Patron Services" (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/36274744-make-manage-fulfillment-activities-the-same-thing) - one of the ongoing issues with Alma from a staff point of view are the number of different screens things are under, and not in a particularly intuitive way. Waive a fine here, pay a…

    19 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  9. Loan Transfers Between Patron Accounts

    Sometimes we find ourselves in the situation where we need to return a loan from one account over to the account it should've been loaned out to.

    It would be great if we could have some kind of loan transfer option that would keep the original loan date and due date that's on the incorrect account.

    19 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  10. Option to sort reading list citations by publication date

    Instructors sometimes want to sort citations in a reading list by publication date. We would like the options “Date – ascending” and “Date – descending” added to the “Sort by” dropdown in Alma and to the “Order citations in all sections” dropdown in Leganto, so that either library staff or instructors could make this change.

    We know that data in this field can take on different forms because of the way it is entered in the bib record. For instance, it could be e.g. "c2000", "2000", "2000-2001" etc., so some normalization may have to occur

    19 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  11. Let every institution to configure due dates according loaning library (no only owning library).

    We often loan items not in the owning library but in another one. In these cases, Alma assigns the due date according to the calendar of the owning library.
    This causes that sometimes the due date is a closed day in the library where item will be returned (not owning library).
    It would be good for us to configure Alma in order to assign due dates according to the calendar of the loaning library, not the owning library.

    18 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  12. Drop-down options for loan notes

    Loan notes are currently free-text, which makes it difficult to extract meaningful data from the notes. The option to configure a drop-down menu for loan notes would improve standardization and analytics.

    18 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  13. A separate booking calendar

    Now, it is not possible to establish a separate calendar for booking request, the library's opening and closing times are used.
    We would like the booking request to have a separate calendar from the Library's general hours.

    18 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  14. check-out from user account

    I don't see a direct link on the User/Patron account page to be able to check out an item. It seems that you have to go back to the main menu and select "Manage Patron Services". In Voyager, you can easily get to the Charge window from the Patron window or vice versa.
    There is the "Manage Fulfillment Activities" link. I think it would be helpful if you could add the Check-out function on that page.

    18 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  15. Patron Loan Limits should work like network level blocks

    For institutions using Resource Sharing or fulfillment networks, we recently gained the ability to use network level blocks, however most of our blocked patrons are blocked due to loan limits configuration (cash, overdue recalls, etc), not manual blocks.

    We would like the ability to include those blocks as network blocks as well, so that our patrons that visit other sites will have the same level of blocks as their home institution without us having to manually add a block.

    17 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  16. Confirm button for adding manual charges and/or ability to edit/delete manual charges

    It would be helpful to have a confirm button when adding manual charges, just as you do when waiving charges. Also, can we have the ability to edit or delete manual charges? We add charges for replacement costs for lost books, for example, and with no confirm button it can be too easy to mis-enter an amount, and as there is no functionality to edit or delete a charge you then have no option but to waive a charge and start again.

    17 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  17. All items loan and hold requests history - in citation view.

    The new information available in the 'Other details' tab of items is great, can we also have this information made available in the citation view 'More Info' tab please?

    17 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  18. Bulk Import Citations

    Sometimes, we get many reserves from our own collection that we will put on for professors.

    It would be great to have a way to create a set, or some other itemized or logical list, to bulk import citations to a reading list. Of course, this would only be citations that exist within our repository.

    17 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  19. Differentiate Returns screen from Patron look-up screen

    Our student workers at circulation keep on trying to scan student IDs in the returns box or item barcodes in the Patron services box.
    I would like to make the highlight around the Returns box anyway a different, bright, distinguishable color. It would make it easy for a student to glance at the screen and think, "bright yellow, I'm on the returns window." See attachment for a preview of this option.
    (I realize our students should just pay more attention to what they are doing, but they don't.)

    17 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  20. Limit fine/fee payment to specific library

    One of our satellite libraries would like restrict payment of fines/fees for their materials to them -- we have separate accounting and budgets.

    17 votes
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    0 comments  ·  Fulfillment  ·  Admin →
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