Alma
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74 results found
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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.
29 votes -
NOT erasing Return Items page every time we leave it
Every time we leave the Return Items page, it erases the list of returned books. This is disastrous for us, so we would like to keep the list of all books returned during the day (or since logging in until logging out).
If someone benefits from erasing the list, just give us a choice whether we want it erased or not.Now let me explain why it is crucial for our work:
We work in quite small public library where Patrons can move around freely and pick books from the shelves on their own. Often they return books first and…28 votes -
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.
28 votes -
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).
28 votes -
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 -
Set an "end of term" due date, by patron group, that would be prioritized over TOU due date
We would like the ability to set a set an end-of-term due date that would outweigh the due date calculated based by the TOU on a transactions.
And, we would like to be able to apply the due date to particular user groups.
The related functionality currently available includes using fixed due dates in the TOU, or relying on patron expiration dates.
Our use case includes:
1) requiring all materials be returned at the end of each quarter.
2) student loan periods that are not fixed date due dates, but instead are short duration.
3) expiration of student records in…
25 votes -
Use Pieces field from item record to trigger a confirmation pop-up at checkout or return
Use the Pieces field from item records to trigger a confirmation pop-up at item checkout or return when that item has two or more pieces. Taking measures for prompting staff to add notes manually item-by-item or creating sets and running jobs to populate fulfillment notes for items that have 2,3,...9,10,...39,40,... pieces are both impractical. Not having a pieces confirmation at checkout feature is a frequent complaint on the Alma Listserv.
24 votes -
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.24 votes -
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…
22 votes -
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.22 votes -
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.
21 votes -
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.20 votes -
Enable creation of individual patron blocks for loans of specific material types
If an institution needs to prohibit an individual user from borrowing a particular type of resource temporarily, e.g. placing a temporary ban on laptop loans for that person, then there is no way to block them from borrowing items of that specific material type without preventing them from borrowing everything else as well. As a result, we are unable to apply blocks in exceptional circumstances, such as with our laptop loans service, because the block would be disproportionate and prevent the user borrowing any physical items at all. The only workaround would be to have a ‘Blocked’ user group configured…
19 votes -
Send activity report should include NZ items
Send Activity Report should include NZ items
As a library that is part of a large consortium, many of our patrons have both local and NZ items checked out. When in a patron's account, there is the option to send them an "activity report," however, those emails only contain a list of locally checked out material. Sometimes we like to send these as reminders to patrons, but patrons are often confused that they only contain the IZ items. It would be very useful for us if these reports could include all checked out materials from our NZ partners as well…
19 votes -
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 -
Fullfillment / Manage Patron Services - Action Claim returned - Freeze loan suspensions
When claiming an item as returned, the loan’s status is changed to Claim Returned. The item’s Process Type value is Claimed Returned, and the item remains requestable and is considered to still be on loan. Due dates cannot be changed on loans in "Claimed Return" status. By default, overdue fines accumulated prior to the item being claimed as returned are applied to the patron's active balance, but no new overdue fines accrue from that point onward.
We would like the “Claim returned” action in Alma to freeze loan suspensions. No loan suspensions will be put in place once the item…17 votes -
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 -
Move list of "loans of this session" up higher.
When checking books out, it helps to be able to see the title pop up. Depending on the monitor, the list sometimes doesn't show up at all because it's too far down. We need to be able to see each title pop up so we can verify that we are actually checking the item out.
15 votes -
Configure return (pop-up) notes
Dear,
New Alma UI: when you now return an item that is requested, you get a pop-up with an overload of notes, most of which are not useful and which make you search quite a bit for the information you are actually looking for.
In any case, (see attachment) those last two notes are redundant. The first two are also redundant, but perhaps that second note is useful in case it concerns a lost book and no fine is generated at the time of return.
Can ExLibris allows us to configure the display of these notes? (Similar to the scan-in…14 votes -
Improve reloan limit functionality to allow restrictions by Material Type
If a user returns a laptop to one of our laptop lockers and there is another laptop in the locker already, they are able to borrow that other laptop straight away. This is despite us having a reloan limit in place to prevent an individual borrowing a 1 day loan laptop until 30 minutes have passed and a 1 week loan laptop until 24 hours have passed. Unfortunately, as the laptop locker supplier stipulates that each laptop requires an individual title record in Alma and the reloan limit works on the basis of title, the limit we have set is…
11 votes
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