Alma
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1733 results found
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Add Fulfillment Note to the New 2025 Manage Patron Services Table Customization
We use the Fulfillment Note field to track Lost Items by recording the patron ID, replacement cost, and billing date to our Finance department, allowing us to efficiently identify returned lost items. Additionally, we check out lost items to a dedicated patron record to facilitate tracking, reordering, or withdrawal over time. Adding this feature to the Manage Patron Services Customization Table would help ensure these notes are consistently recorded.
17 votes -
Allow Resource Sharing Request status as displayed in user account to be customizable
When viewing resource sharing requests in a patrons account the system truncates the request status description. For example status of Ready to be sent is truncated to Ready. Desk staff (not always those who work directly with RS requests) see Ready they assume the item is available for pick up. While we can train staff given the large number of staff and turnover, ensuring everyone knows and retains the information about what those truncated status descriptions mean is a nearly impossible task. We would like to be able to customize the display for our library to use language that makes…
3 votes -
Sort "Manage sets" by modification date
It would be nice to be able to sort "Manage Sets" by when the set was modified. The current options only allow sorting by name and creation date, which can make it frustrating to find frequently used sets that aren't at either end of the alphabet and aren't super old or super new, especially when you have many sets. Sorting by modification date would provide an easy way to access the sets you are recently working on.
4 votes -
De-duplicate Brill "interfaces" in CZ
There are currently three separate Brill "interfaces" when one searches for Brill e-collections in the CZ - Brill, Brill Online Reference Works, and Brillonline. Would it be possible to de-duplicate the Brill e-collections so that everything appears under a single Brill interface?
3 votes -
Add "Linking Information" with direct URL to activated CZ portfolios for view in IZ
Add the ability to see an e-resource's direct URL (not the parser parameters) to the IZ view of activated community zone portfolios (similar to the "Linking Information" button/box that appears in the CZ view of a list of portfolios).
3 votes -
Open Minutes as Unit of Measurement parameter for Overdue Fine configuration
The available units of measurement for configuring an Overdue Fine include All Days, All Hours, All Minutes, Open Days, and Open Hours. Open Minutes are not included.
Open Minutes should be an option, so that libraries have the option of charging for less than the full hourly amount when users bring time-sensitive materials back less than an hour late, without forcing patrons to accrue additional fines when the library is not open.
2 votes -
Intercept pickup location from ALMA and display different name in Primo
In Primo, the pickup location dropdown list currently displays our library name. This value comes directly from the Alma library name configuration.
Please create a function to intercept this value and display it instead as “Library Circulation Desk.”
4 votes -
Collection-level authentication method options for CDI Link in Record links
Please provide an option to configure the authentication method applied to CDI Link in record links at the collection level. As it stands, we are able to set a preference at the institution level that is applied to all CDI collections. Our selection to apply the default proxy (in our case, the OpenAthens redirector) is not appropriate for some collections and cannot be overridden. This is especially important as more providers move to federated authentication.
Ex Libris has configured exceptions for ProQuest legacy collections upon request, but not for other providers.
Mintel is a good example. When the OpenAthens redirector…10 votes -
Post download links for digtization requests to user's Primo account
Currently, Alma will post a download link to the user's Primo account when a resource sharing request is filled digitally. Alma does not post a download link to Primo when a digitization request is filled. This difference can be confusing for users, so it would be very helpful if download links for both resource sharing and digitization requests were posted to the user's Primo account.
42 votes -
Request for Populating "Item Location" in Network Activity Loan List
I am writing regarding the blank column in the Network Activity section.
For institutions within a fulfillment network, loans belonging to another institution are visible in the Network Activity section. However, in the Loans list, the "Item Location" column is blank.
If the “Item Location” column were also populated with the correct values, it would be much easier to manage differences in return policies that are dependent on the item's location.
0 votes -
Apply physical item template with POL template
The POL template allows a small number of item record elements to be saved: library, location, material type.
It would be beneficial to save staff time by allowing staff creating POLs to also select a physical item templates when creating a POL. This would allow setting defaults such as copy ID, item policy, is magnetic, and pieces, that are generally known at the time of order.Templates are essential time savers.
11 votes -
Enable reporting and filtering in Alma Analytics based on specific MARC indicator values by exposing them as separate, filterable fields
Please consider enhancing Alma Analytics to:
• Include MARC indicators as separate, filterable fields in the data model.
• Allow reporting and filtering based on specific indicator values for any MARC tag.
This would greatly improve our ability to manage bibliographic data quality and streamline workflows that depend on precise MARC structure.6 votes -
receipt letters
Fine receipt letters are being sent automatically. Either manually or automatically, it needs to be optional. Sometimes we might not want to send a receipt.
6 votes -
failure to display the location of items in a user's loans
we are facing a major issue in the new User Management Interface regarding the display of loans. No matter which view we choose, we cannot see the location if there is an alternative location in the copy record.
If in the display customization I choose 'Item call number' and 'Call number', I only see what is written in the 'Item call number' and not the 'Call number'.
Even if I deselect 'Item call number,' I do not see the 'Call number.
I don’t see the call number, which is an important information that operators need to see immediately in the…12 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 -
Account for library name when filtering advanced search option ‘holdings: permanent physical location’.
When performing an advanced search for physical items, holdings or titles, then selecting Holdings: permanent physical location equals, the last box has a drop-down list of all locations to select from, grouped by library.
On the Items search, when typing into the text box the location list filters by library so that you can then select from the locations within the library. However, when doing the same for a holdings or title search, the list filters by location.
This is inconvenient for us as there are a number of location names that feature across all libraries, e.g. Main Lending, Reference.…
16 votes -
'Notes' field in User Group configuration - note field for each user group in the user group table
I know there is a tab for notes in user group configuration (Fulfilment>Patron Configurations>User Groups) but it would be more useful if there was a way of adding a note to each user group in the table, so it would appear as a column in the table next to Description. Then we could add what that user group includes, or how they are defined.
Thanks very much,
Ruth10 votes -
Show more details about Work orders in user roles
When work orders are attached to circulation desks, the details of the work order cannot be edited.
This leads to a problem with maintaining roles, since the work order only shows its associated circulation desk. It is impossible to see from the user record what work order is associated with that user, making it difficult to add or remove desired work orders.
If the role parameters could show at least the Code, then that would provide useful information. This would be useful both in the user role view and the preset user profiles.
This idea was generated because my support…
22 votes -
Separate_patron_notifications_by_library (extend to all Patron facing letters!!)
The following letter/emails are supported by the Separatepatronnotificationsbylibrary feature :
However, two important patron facing emails are missing here!
- the patron welcome letter!! -> This is the FIRST letter you send to a patron. In times of spam and phising preferably coming from a (the same) sensible library from address as the other letters.
- reset pw letter!! -> Same here - please make sure this has the same from address. You need to be able to trust this email!
3 votes -
Add in function to exclude non -SBN content from ISBN matching in the Alma purchase request function
Within Alma, the purchase request function does a matching process with local record using the ISBN field (MARC 020 $$a). Unfortunately, whether it is set up using fuzzy or exact, any 020 $$a with a-z text in the field causes an error and prevents the purchase request from being created. This occurs often with older or imported records, where the additional information has not been added to the $$q. The workaround from Ex Libris is to link the bib and then unlink to edit the bib information, removing the non-ISBN information before saving. However, this would mean that the purchase…
11 votes
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