Alma

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  1. Find and Manage Users by User Group

    Add the ability to find and manage users and create user-based sets based on User Group.

    499 votes
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    As part of the Alma July 2020 release “Advanced Search for Users” feature, new search options have been added for searching user records. The option to run advanced searches has also been added. One of the many new search indexes is the User Group.

    Search results may be saved as a users set.

    For more information, see https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes_Included_Material/2020_RN_07_Main#Advanced_Search_for_Users

  2. Displaying request notes in the pick from shelf list

    Request notes sometimes contain important information, but are well hidden from staff. To read them, they need to print a resource request slip, export a print slip report, check (edit) every single request, or use resource request monitoring, processes that waste paper and time.

    Wouldn't it be nice to have comments displayed directly in the Pick From Shelf list? Or at least some sort of warning that yes, there is a note added to this request? And also in the Alma mobile app.

    485 votes
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    As part of Alma June release notes:
    On the Pick from Shelf list, if one or more request notes exist, they are now displayed aggregated together with a “|” (pipe symbol) in between each request. Only notes for active requests that are being picked by the current circulation desk are displayed. The notes of the active request are presented in the Pick Up Requested Resources page in no specific order. If you click the link for the request queue, all requests are displayed along with a new column that displays the request notes
    For more information please see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

  3. Provide ability to turn off the Related Record functionality for physical items

    Provide ability to turn off Related Record functionality for physical items. I would like to be able to decide for each related field in the MARC record - 773, 774, 777, 786, 800, 810, 811, and 830 whether or not Primo will display the related record information for physical items.

    There are cases where displaying related record information to the user is more confusing then helpful. 830 series fields, for example, will display "related" records that may not relate at all to a users search, especially if the series is general like: "Brill's studies in intellectual history." I would like…

    451 votes
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    7 comments  ·  Fulfillment  ·  Admin →

    New configuration options are available for the Get It display, these options provide institutions the control of whether or not to present related holdings for patrons using Primo/PrimoVE. A more granular option provides the institutions with the option to present related records only for serials or only for monograph titles.
    For more information see Alma May Release Note at:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

  4. Ship digitally

    We find the digitization workflow for Resource sharing tedious, and would like to have a shortcut directly from action menu, like for item and non-returnable.

    This would be a new action from the Lending request: Ship digitally.

    From there you should get the option to add a file, and ship it digitally to Borrowing library.

    Please see attachment for illustration.

    423 votes
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  5. Fines in Grace Period should let users decide to calculate or not.

    According to the policy that our institution laid down, Fines in Grace Period shouldn't be calculated.

    If overdue fines count $5 a day and grace period value is 3, then patron returned an item in 4th day after due date, the patron should pay only $5.

    But in Alma, we cannot set grace period that won't calculate fines. Hope to add this function to let users decide grace period fines calculate or not and make alma more flexible.

    419 votes
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    13 comments  ·  Other  ·  Admin →
  6. Delay time between receiving an item and sending email notice to patron

    We would like to be able to configure the amount of time between receiving an item and sending an email notice for pickup to a patron. We receive items in batch and then file them onto the hold shelves in batch. Some time is need between these batch processes.

    Current workarounds include: including text in emails that students might not read or scanning the items through two separate workflows.

    Being able to configure the trigger for the email notice would be much better.

    414 votes
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    You can now add a Delay for hold notification (minutes) on either the Circulation Desk – General Information or Library Details pages. When a hold notification is set to be sent to a patron, Alma waits for the delay to complete, then checks to see if the request is still active and if so, sends the hold notification to the patron. If the value is populated for both the circulation desk and the library, the value in the circulation desk is used.
    For more information see Alma November release notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes

  7. Change order of availability in "Get it" tab

    We would like the order of availability in the "Get it" tab to be different. Instead of "x copies, x available, x requests" we would prefer "x available, x requests, x copies". The users frequently misunderstand and think that "copies" are available on shelf.

    378 votes
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    2 comments  ·  Fulfillment  ·  Admin →

    As part of the June release it will be possible to: Resequence the existing labels, for example “x available, x requests, x copies”.
    Add a descriptive text before, after or between each one of the labels, for example “x available, resources, x requests, x copies”.
    Remove labels which are not needed, for example "x available, x copies”
    For more information please see https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

  8. On Hold Shelf – new sorting option

    We need a new hold shelf sorting option.

    Non of the existing sort options currently existing in Alma is working for our needs. They are ether to long and specific for the user or do not work with our privacy policy when we have a “self service” hold shelf.

    It should be a combination of date and a generated number. The generated number should be restarted every day. This number should be visible in the manage patron services and idealy have a persistant search option.
    The number could be [day of moth]+[generated number]-[18-00001]- the generated number should be for the…

    368 votes
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    You can now make use of an additional sequence based number to uniquely identify requests. The system generated additional ID may be added to your pick from shelf and hold shelf slips by configuring the slips’ XSL. You can also add as a visible attribute of the request on the Pick From Shelf and Hold Shelf task lists.
    For more information please see Alma April release notes available at:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes

  9. Automatic removal of lost item from patron loan list once replacement fee is paid AND recorded in item history.

    Currently, when an item becomes "lost" and a patron is charged the item's replacement fee, when the patron pays the replacement fee, the item remains on the patron's list of loans. So, one either must individually delete" lost loans that are paid for or run a close lost loans job. Neither action is recorded in the item's history. the item is paid for. Ideally, once an item is paid for, the item should be automatically removed from the patron's list of items and have a process type of "missing" or "lost and paid for" or something along those lines. And,…

    335 votes
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  10. Add Statistics Notes to Search Indexes

    Currently Statistics Notes in item records are not among the options of search indexes in Alma. Recommend adding them. Evidently they can only be searched in Analytics now.

    327 votes
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  11. Allow Purchase Requests to be re-linked to a different bib record

    After the March updates and the removal of the search in repository it has become difficult to correct mistakes after the initial creation of a purchase request. I suggest that the search in repository function be added back to allow us to relink a purchase request to the correct bib record instead of having to recreate the purchase request.

    321 votes
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    completed  ·  1 comment  ·  Acquisitions  ·  Admin →
  12. last active date

    User profile - Last active date

    We would like to have a field in the user profile that shows patron’s last active date, i.e. loan, request or return. This field will be useful when deciding which user profiles to purge.

    308 votes
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    6 comments  ·  Fulfillment  ·  Admin →

    You can now view the last activity date for specific activities in the Last Patron Activity Date field of the User Details Page. The field is display only and will be available for analytics in an upcoming release. Due to privacy concerns, data will only be collected from activation of this new feature onward. If the option is disabled, all data collected in this field will be deleted for all users.
    For more information please see Alma February release notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

  13. More possibilities for the Alma Color Theme

    In the new UI, libraries can manage branding in Alma by selecting one of 6 basic colors (blue, purple, red, green, brown, orange). This configuration can only be made by a General administrator and is valid for all Alma users. We would like:
    - a larger variety of colors (proposing the 216 web-safe colors would be fine);
    - the possibility for any user to define their own Color Theme: color experience may be very different from one individual to another and giving everyone the possibility the use a convenient color would be appreciated.

    287 votes
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    21 comments  ·  Other  ·  Admin →
  14. Show a confirmation/warning about completing a lending request when using scan in items

    It would be a good enhancement to get a warning or a confirmation that a request is about to be set to completed, when we scan in an item that is currently in a resource sharing process. Because we use RFID, we have had multiple occurences of scanning in a document that already has the status Shipped Physically again by mistake, only to have the lending request irreversibly set to Request Completed, without the item ever being received by the Borrowing library. This means we have to contact the owning library and ask them to resubmit the request.

    When using…

    279 votes
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    As of July release you canset a message to warn the users if they are going to complete a lending process when scanning items. On the Scan In Messages Configuration page, the Complete lending request message, which defaults to none (no message), can be set to Popup message.
    for more information please see Alma release notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

  15. "Skip location" in "Pickup from shelf"

    We would like to be able to choose which location to send a request to when skipping a location in the "Pickup from shelf" task list.

    278 votes
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    On the Pick-Up Requested Resources page, if the Skip Location action is available (the request can be fulfilled by at least one other location that the request has not been previously assigned to), a Manual Skip Location action now displays in addition to the Skip Location action
    For more information please see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes#Select_Request_Locations

  16. Placing digitization requests via Primo on holdings without items

    Currently, titles with no inventory for their holdings do not appear to provide a title-level Digitization Request option in Primo.

    This is a potentially huge defect in the Request functionality as many requests might well specifically be for material in that situation, e.g. older physical journal holdings where there is no item information into Alma but where there is potentially a functional need for the Digitization service. We think that if there is an Physical holding published to Primo, there should always be at least the possibility for the library to offer and configure Patron Digitization requests. This defect has…

    274 votes
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    7 comments  ·  Fulfillment  ·  Admin →

    Completed as part of Alma December release:
    Patrons can now place a general digitization request in Primo or Alma for a holdings with no items in the same way that they can place a general hold request. The new option is also available when using the Manage Fulfillment Options for the purpose of fulfilling a resource sharing document delivery request.
    For more information please see Alma release notesL
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201812BASE

  17. Produce a Publishing Profile for BrowZine

    The idea is to create a specific publishing profile for sending data to BrowZine on a scheduled basis. The presently used data format (Google Scholar XML with Sources) could be better served as a CSV file for numerous reasons. Additionally, the Publishing Profile should be able to accommodate the scenario of a library's holdings being made up of a combination of NZ and IZ holdings.
    Please contact john@thirdiron.com for full technical guidelines for the best and most reliable data exporting configuration. Thank you!

    Note:
    Over time we have come to understand a number of limitations in the approach suggested here…

    268 votes
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  18. Add parameters to control anonymization of requests, resource sharing and fines

    We'd want to be able to control the anonymisation of requests, resource sharing requests and fines and fees in a similar way to loans. In particular we'd like to be able to set a parameter for days since user expiry and since the request or fine was complete.

    This would allow us to create a clear policy for anonymising and purging data in Alma so that all data was treated in the same way i.e. could say that all data was anonymised or purged X number of years after user left. It would also allow us to be confident that…

    265 votes
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    6 comments  ·  Other  ·  Admin →
  19. More flexibility needed for display of locations

    Our users complain that it is difficult to find the locations of items and that too many clicks are needed to find out if an item is available.
    This is the most problematic in the Locations display for journals (and monographs with the item description field filled in).

    More specificly, issues are:
    - The shelf number is not indicated clearly enough
    - Users search for items in the library that are not on shelf because they don’t click through to the single holdings display to check the availability (in the "journal display") or because the availability indication like e.g. (1…

    262 votes
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    5 comments  ·  Fulfillment  ·  Admin →
  20. Prevent change of fields due to synchronization when running a Update/Notify Users job on a set

    When updating one user manually, we get a notice where we can confirm that some fields (amongst others: campus, rs libraries and user group) are not to be overwritten by the next user synchronization.

    When updating users in a set running the Update/Notify Users job in Alma, the same choice of prevention is not presented. Hence leaving some fields to be changed back in the next synchronization.

    We experienced this running a job changing campus, RS library and user group on a set of users. The first two fields did not change back in the synchronization. The latter did.

    Would…

    261 votes
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