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1987 results found

  1. Display patron account expiration date on manage patron services screen

    It would be helpful to display the patron's expiration date on the manage patron services screen so that an operator does not need to navigate to the patron record and the "general information" tab just to see the patron's expiration date.

    64 votes
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  2. Note Type

    Have the options to create different Note Types under the patrons note tab.

    62 votes
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  3. Limiting the list of Lending and Borrowing requests to the current Owning library

    When we go to the list of Lending requests or Borrowing requests (either via the Tasks menu or directly under Fulfillment),
    we get requests for both our libraries/campuses. This is the case, even if we have already chosen one of the libraries as our «current location».
    When we choose one particular library as the current location it would be very helpful to get a list of request only for this library.
    As it is now, we need to scroll down at the bottom of the left-side menu to choose the current Owning library.
    Alternatively, if the above solution is not…

    35 votes
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  4. Only send Ful Item Change Due Date Letter for changes to due date

    We've run into a real problem with recalls. We can set some items to be recallable, and others to not be recallable. However, both categories get their status changed to "Recalled." Non-recallable items simply don't get a change to their due date. Despite this, patrons who have checked out non-recallable items still get the Change Due Date letter, with a notice that tells them their due date has not actually changed. This letter currently is triggered by recalls with due date changes, recalls without due date changes, other due date changes, or recall cancellations. We think this is too much…

    21 votes
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  5. Obligate the user to choose a pick up location in the resource sharing form

    On Renouvaud the users could fill in a form to request an article or a book for the Inter Library Loan.

    But, they don't read all the form and much of them don't choose a pick up location.

    The problem is that if they don't choose one, a "default pick up location" is selected.

    We would like that the drop down menu begin not with a pick up location but a little sentence which ask the user to choose a location (see attachments).

    Thanks !

    55 votes
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  6. 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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  7. Alma needs ti have the ability to identify bib, holdings, and item records created by individual staff operators.

    The MDE shows the operator of various versions of a bib record. When a bib record is imported via an import profile that creates inventory, however, the staff operator that ran the import is not identified as the creator of the bib, holding, and/or item record. We often did Access queries in Voyager to identify bibs, holdings, or item records created or modified by particular staff members or student assistants. I can see that we could do such a report from Alma on bib record operators of versions after the initial import and I can also see in the Item…

    10 votes
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    1 comment  ·  Analytics  ·  Admin →
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  8. Authenticated "Authentication note" field

    Make the content of the "authentication note" field (electronic collection editor and portfolio editor) only visible to our legitimate end-users by means of authentication: preferably via sso, another option would be via ip. That way we can register and manage all our username/password information for e-sources from within Alma. And get rid of the in-house solution (according to the Alma-L mailing list other institutions, like us, developed solutions involving a link to an authentication protected page).
    Currently the authentication note has the same functionality as the "public note" field. It is displayed to anyone searching in our Primo. There also…

    93 votes
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  9. Metadata Editor: Add More Keyboard Shortcuts and Make Existing Ones Intuitive

    The ME needs a keyboard shortcut for every function. 'Search External Resources', 'Release Record', and many other actions do not have keyboard shortcuts, so I still essentially have to use the menu for everything. This is simply inaccessible.

    Secondly, the shortcuts that do exist don't make sense. A new field is F8, but deleting a field is CTRL + F6? Why not just make it CTRL + F8? Or F9? These shortcuts are poorly thought out and confusing.

    41 votes
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  10. Add members to set from results screen

    We would like an easier way of adding individual titles to itemized sets. It would be nice if, on the results screen after performing a search, you could click the ellipses menu for more options and see "Add to set" there, which would then direct you to select a set to which you'd like to add that record.

    12 votes
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  11. Barcode field should be active when "Set Barcodes" opens

    When receiving physical items, "Receive and set barcodes" should open the "Set barcodes" dialog box with the barcode field active. This would remove the need to click in the field before scanning in the new barcode.

    52 votes
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  12. Notify receiver of Hold Items

    Currently within an order when the Hold Item box is ticked for an Interested User the patron physical item request is not placed for the item until after the item is received.
    This means that receiving staff do not get the pop up notification that the item has a user request at the time the item is received.

    Upon receipt of an item that contains an Interested User with the Hold Item checked can you please generate the same pop up notification generated for physical item requests.

    We have found that we have to manually add the physical item request…

    54 votes
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  13. Need item-based request priority

    We need to be able to configure a request TOU which allows to define an item-based request priority, based on item policy. When there are two identical items available for requesting, I want to indicate to Alma which one to prefer.

    We have a library responsible for legal deposit. Of all documents of legal deposit, we have two items, one which can be requested for the reading room, the other which can be requested for loan. When a patron places a request on the holding, Alma decides randomly which one of the items to provide.
    We would like to configure…

    36 votes
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  14. a box "holdings" to tick on Electronic Portfolio Editor level

    EXL advised us to tick to box "Cancellation restriction" in the POL to mark our journals holdings... even if the feature is at first not what it takes.
    Editors require libraries to maintain some subscriptions (holdings) and libraries have to make yearly inventory on these holdings.

    Our request : a "holdinds" box to tick to be configured on Electronic Portfolio Editor level.

    28 votes
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  15. Make "updated by" field configurable, not primary ID

    There are many areas in Alma that will list the last Alma user to update something. These fields will display the primary identifier of the last updater, but we find this is not particularly helpful when we log in with our campus shib accounts, as this makes our employee ID number show up here. It would be more helpful if we could use Last Name, First Name or something similar in the Updated By fields.

    36 votes
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    4 comments  ·  Other  ·  Admin →
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  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.

    18 votes
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  17. 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?

    37 votes
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  18. Include storage location ID field in pick from shelf API's for display in Alma Mobile

    See this email thread from Alma-L:

    Hi Caroline,

    We would need to enhance the data returned in the pick from shelf APIs to include the storage location ID field in order for it to appear in the display in Alma Mobile.

    Would you put this on the Idea Exchange (http://ideas.exlibrisgroup.com) and let others comment on your idea? We would like to find out if other customers would also like to see this field in the Pick From Shelf display.

    Best regards,

    Mike Dicus
    Alma Product Manager
    Mike.Dicus@exlibrisgroup.com

    From: Alma [mailto:alma-bounces@exlibrisusers.org] On Behalf Of Caroline Rew
    Sent:…

    33 votes
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    2 comments  ·  Mobile  ·  Admin →
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  19. Resource Sharing - Status of Renewed Lending Request not clear

    After Renewing a Lending request the status automatically updates to "Received by Partner" - it would be more helpful if the status updated to 'Renewal Accepted".

    116 votes
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  20. 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?

    41 votes
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