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Alma

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80 results found

  1. Change default value in pop-up message for shipped items in the scan in interface

    This warning message was added in July 2020 release to prevent accidentally completing a lending request:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes
    With the introduction of Rapido, we noticed this warning message popping up a lot more often, and since the default value is on "Confirm", many requests are cancelled accidentally by double-scanning. We would like to suggest that this message be set by default to "Cancel" rather than "Confirm" or being able to configure the preselected default value.
    The mapping table is under: IZ Configuration > Fulfillment > Physical Fulfillment > Scan In Messages Configuration > line 3 Complete lending request.

    68 votes
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  2. Items with fulfillment notes cannot be checked out on self checkout machines

    Currently items with Fulfillment Notes loaned through the Automated Fulfillment Network (AFN) cannot be checked out on the self checkout machines. Locally owned items with fulfillment notes can be checked out through the machines. Having the ability to checkout all loans on the machines regardless of notes will streamline the process for patrons and service desk staff. It will also eliminate the confusion that occurs when users encounter this situation during the time of checkout.

    5 votes
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  3. Restrict circulation of reading list items to students in a course

    Hello,
    In Alma, our library would like to add students to a course, and then have circulation of the reading list for that course restricted to the students in that course.

    In other words, students who are not linked to a course would be unable to checkout items from the reading list for that course.

    Ideally, this would be an option when creating or editing a course.

    Thank you.

    3 votes
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  4. allow a simple method for transferring loans from one patron account to another

    Currently in Alma there is no simple way to transfer loans from one user account to another, and yet this may be a regular requirements if customer transfer from one course to another, Undergraduate to Postgraduate etc. It would be very helpful to staff if a single function existed to allow the transfer of loans from one account to another which could be selected.

    1 vote
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  5. Allow deletion of a loan transaction after the item has been returned

    Sometimes as library staff we loan an item to a user by accident. The staff member returns the item accidently loaned in Alma and then realises that it's not possible to delete the loan transaction.

    Please can this functionality be added as follows:

    1) Be available by permission to certain Alma roles

    2) Require a note to be added explaining why the loan transaction has been deleted for audit purposes.

    3) Ability to report in Alma Analytics on deleted loan transactions with the deletion note field also available for reporting in Analytics.

    1 vote
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  6. Add a tab "re-loan" to Patron Services to return and re-loan items in one step

    An additional tab (e.g. "re-loan" or "Wiederausleihe" in German) would be a valuable improvement to the Patron Services page.
    The goal of this tab is the returning and re-loaning of an item to the patron in one step, with a pop-up warning if there are requests present in the request queue.
    The option of a re-loan tab would be a big help in cases where large amounts of items are reloaned to the same person when the items reach the maximum amount of renewals. The additional tab would make the process easier, less error-prone and especially faster.

    174 votes
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  7. Verificación de usuario al realizar préstamo de material.

    Cada vez que se realice un préstamo el sistema identifique a través de una huella digital u otro sistema al usuario.

    6 votes
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  8. 1 vote
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  9. Automatically disable a loan rule

    During the holidays, we set up exceptional loan rules for a specific period (e.g. summer holidays).

    But these rules must be deactivated manually, at a given date, in order to return to the normal rules used during the academic period.

    It would be very interesting if these rules could be deactivated automatically by Alma, by entering, for example, an expiry date.

    34 votes
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  10. Allow to change the default value of “Item owner” field to “Any Institution” when lending items

    When lending items, the default value of the field “Item owner” is “My Institution“. It should be possible to decide the default value of this field, “Any Institution” for example. This would save many clicks for people working at desk.

    15 votes
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  11. Pop-up note to alert operator when checking out item with "0 Day Loan" item policy

    When checking out an item with a "0 Day Loan" policy, operator is not alerted that the item is due that day and consequently patrons are not being informed at the time they check out the item. This can lead to overdue items and overdue fees charged in error to patron. A pop-up alert would require operator to acknowledge the note before completing the loan, also alerting operator that item should be assessed for item policy correction.

    Possible message: This item has an Item Policy of "0 Day Loan." Do you want to proceed? <options: CANCEL or OK>

    27 votes
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  12. Overdue notifications to be sent also on days after closed days

    We noticed that if closed days are configured, and a closed day is between the due date of a loan and the planned day on which the first reminder should be sent, the job does not generate a notification on that day but waits until the next one.
    This leads to misunderstanding on the patrons side, because the grace period is not always identical and can vary depending on possible closed days.
    We described the issue in case nr. 05301818 (old SF nr.: 00953477) and were told that this is the expected behaviour. The Product manager decided that when there's…

    131 votes
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  13. Choose users affiliated to a particular library - Bulk Change Due Date

    Our situation is that we have 2 libraries (eg. Library A - Library B) in 2 different cities. Students affiliated to a particular library can borrow items (books, DVD, etc.) owned by the other library.

    The problem is:

    Eg. Due to COVID, library A closed and library B remain open, so students affiliated to library A can't physically return their books. I would like to bulk change due date for all loans of library A students.

    HOWEVER, if I choose 'Library A' in the field 'Library' of Bulk Change Due Date feature, Alma will change due date of loans related…

    7 votes
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  14. Make Alma able to deactivate the security of the RFID tags when lending items from other IZs

    In a network circulation context, Alma cannot currently disable the security of the RFID tag when lending the document from another institution zone (hold shel request on items of other IZs). We would like Alma to be able to deactivate the security of items of other IZs. Currently the deactivation must be done "manually" in a third party software.

    108 votes
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  15. List of Home Delivery Request to print labels and inform courier company

    We manage a big number of home delivery requests. Alma does not allow you to create a list of loans of home delivery to print labels and send the list to the courier company.

    The only way to do it is the day after by Analytics or developing a custom solution using webhooks and users API, to have it the same day.

    It is necessary to make a list of patrons name, address, zip code, city, telephone and email address to print labels and create a csv file to be imported to the courier company software.

    We can't wait a day to print…

    3 votes
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  16. Allow automatic barcode generation in quick cataloguing form from Manage Patron Services

    The quick cataloguing form has a variant depending on whether you access it through Fulfillment > Manage Patron services > loan tab > create item or through Resources > add a physical item.

    In the first case (Fulfillment > Manage Patron services etc.), quick cataloguing is used in the case where a document is presented for loan but does not exist in the database. The barcode is then obligatory for loan, otherwise loan is not possible. The barcode cannot be automatically created.

    In the Resources > add a physical item access to this form, the barcode is not mandatory but…

    3 votes
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  17. Bulk Change Due Dates for All libraries of institution

    Add the ALL LIBRARIES option to avoid having to do one after the other

    36 votes
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  18. Lost Loan Status

    Closing a lost loan changes the item's status to missing. This means that items we know are lost will turn up on lists for missing item searches, even though we know we won't find them. Not closing the loans means that we can't purge patrons from the database, even if we know that we are not going to get back the item or be paid the replacement fee.

    It would be preferable if items retained a status of Lost even if the loan is closed, so that we can differentiate between items that are lost and items that just can't…

    18 votes
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  19. Patron services – Renew all loans

    When the number of loans is more than 50, they are displayed on several pages.
    When we want to renew all the loans, or to modify their due date, we can’t do it all at once, but page by page.
    We would like to be able to select ALL the loans, no matter how many they are, to work them on bulk.

    104 votes
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  20. Don't Require Clicking 'Done' to Trigger Loan Receipt Notices

    Currently, staff need to click done after checking out items to a patron to trigger loan receipts. This is an unnecessary step and should be eliminated. Instead, trigger receipts when an item is checked out, much like how returned item notices are triggered.

    31 votes
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