Alma

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  1. Patron services – sorting returned items

    When we manage item returns, we would like to be able to sort them by « Call number » in addition of having them by chronological order of return.
    When we have a lot of returns, it would gain time for our librarians to have them sorted out for reshelving.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  2. 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.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  3. Enable automated floating collections by allowing 'reshelve without transit' rules to update temporary library and location

    Enable automated floating collections by allowing 'reshelve without transit' rules to update temporary library and location values

    Currently, implementing floating collections between libraries requires manual intervention to set or update the temporary library and location values.

    I would like to see functionality added to the 'reshelve without transit' rules definition, to allow the setting of a temporary library and location, in addition to preventing the transit of the item.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  4. Linking Proxy and Sponsor accounts

    In our library, we create a separate library account for every Proxy, in addition to their personal account.


    1. We want the Proxy and Sponsor accounts to be linked to each other so that all loans made by a Proxy on behalf of a Sponsor will automatically be registered on both accounts.
      In addition, all requests placed by a Proxy on behalf of a Sponsor should be loanable on the Sponsor's account without the need of deleting the request/s from the Proxy's account.


    2. Since many Sponsors have more than one Proxy )sometimes up to 10), we would like a Proxies/Sponsor tab…

    5 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  5. Anonymize loans for a single patron and allow him to do it himself from his account

    We need to have an option in the patron services page to allow our staff to anonymize a patron’s inactive loans, if he ask to. We would like also that the patron could do it himself from his Primo account. This option should exist at the institution zone level and every institution could choose if activate it or not.
    The Alma anonymization job allow us to set a retention period for a specific set of libraries or user groups to anonymize inactive loans.
    The needs of our single patrons are very different from one another, and the retention period that…

    6 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  6. Fulfillment Note - ability to add photos or live links

    It would be helpful if we could also add photos and live links to Fulfillment Notes.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  7. Letter sent to patron when fine waived

    Although there is a letter when a fine is paid, we'd like a letter that would automatically be sent when a patron's fine is waived.

    3 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  8. Ability to View Fines/Fees Transactions History from Fines/Fees Section of Patron Account

    Currently the Fines/Fees tab of a patron's account shows current or historical fines and fees, and the user has to click on each individual fine to see whether it was paid, waived, etc. It would be helpful to have a Fines/Fees Transactions History in the patron account, where a user could easily view the history of all payments and waives performed on the account by date.

    6 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  9. Fines and Fees report Excel output is dumb

    Okay, in what universe does having the Fines and Fees report output the money amounts as text make any sense?

    It just adds extra steps if you want to work with it - first convert that text back into numbers, then format it as currency.

    It should be exported that way to begin with.

    3 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  10. Offer same Row Actions List options from the results list on both Scan In Items tabs

    It would be useful to be able to cancel a request and edit items from the results list in the Change Item Information tab of Scan In Items, like you currently can from the Scan In Items tab. It's confusing that both editing items and cancelling requests necessitate a Scan In Item tab change.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  11. List of items- add column for item policy

    This idea has already been submitted. It received 201 votes and is listed as completed back in Feb 2019. However, the item policy column still doesn't seem to be visible in the 'List of items'.
    It would save a lot of time to have an instant overview of the ratio of item policies for a title, without having to go into every record individually and write them down.

    1 vote
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    2 comments  ·  Fulfillment  ·  Admin →
  12. The "Fines and Fees Report" under Fulfillment

    Put in a date range too far back and "Fines and Fees" informs you that "From date is limited to 7 days before the current date."

    Except...

    Say it's January 13th. Well, Last time I checked, January 6th is seven days before January 13th...

    But in reality, "Fines and Fees" will only let you go back to January 7th, because for some reason it assumes the day you're running it on is also part of that seven days.

    That's just dumb.

    Either the warning message needs to be more accurate...or it needs to actually go back seven days. I'd prefer…

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  13. Search by Author

    There does not appear to be a way to search by author. Keyword search does not search by author either. (Listed as Book By in the program)

    3 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  14. Keystrokes For Shortcut Ctrl+W (Close) Is Too Similar To Alt+W (Patron ID)

    Ctrl+W Should Not Close The Window. It Is Too Easy To Mix It Up With Alt+W. Often a person is waiting to be helped and I accidentally use Ctrl+W instead of Alt+W to pull up the box to scan a patron's identification card and consequently the Alma Window closes, requiring me to find your web page and log-in again while the Patron stares at me getting frustrated.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  15. Fines and Fees - Overdue fines for item not to exceed cost of overdue item

    The maximum fine parameter in Alma only offers a choice between no maximum fine or a specific dollar amount that applies to everything. Would like an additional parameter to limit overdue fines for an item from exceeding cost of overdue item.

    22 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  16. Browsing habits

    Use the browsing habits of users in Primo to send automatic content suggestions

    3 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  17. Progressive overdue fine calculation in Fulfillment

    The existing overdue fine settings in Alma Term of Use (TOU) can only allow library to set a 'flat' rate for fine. (e.g. $1 per day for the whole overdue period). It would be great if Alma can allow progressive overdue fine setting (e.g. $1 per first 3 days and $2 thereafter).

    This suggestion allows greater flexibility in fine setting and also encourage patrons to return overdue items earlier.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  18. 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.

    7 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  19. 'Notifications - Send Courtesy Notices and Handle Loan Renewals' job's report

    The 'Notifications - Send Courtesy Notices and Handle Loan Renewals' job's report doesn't accurately display when a users renewals have failed, see SF 00791592, specifically when nearing the users expiry date.

    3 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  20. To be able to search citations in Alma by instructor's name

    Please add "instructor" to the "Citations" search to make it easier to see all of the materials a certain professor has on reserve. Some professors teach multiple classes and will ask for a list of everything they have in Course Reserves rather than just lists for certain courses. Thanks.

    3 votes
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