Alma

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  1. 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.

    90 votes
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      3 comments  ·  Fulfillment  ·  Admin →
    • Improving usability of the inventory section for citations

      Currently, it’s impossible to tell how ‘Digital’ and ‘Other’ inventory may be configured in the Inventory section of a citation. The green indicator shows the inventory exists but not whether it has been used for the citation.

      Digital example:
      You can’t see whether a digital representation has been selected via the ‘Manage Digital Representations’ option or whether a representation is Active or Inactive. The green indicator stays green even if the representation is Inactive or if it hasn’t been selected via Manage Digital Representations.

      Other example:
      You can’t see whether the Link Resolver has been disabled via Edit > Citation…

      30 votes
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        0 comments  ·  Fulfillment  ·  Admin →
      • Fulfillment overdue popup/font color when item is returned.

        It would be nice to have an overdue alert for our fulfillment staff when they check in an item that is overdue. The alert could be either a pop-up or a change in font color such as red when overdues are checked in. Sometimes reserve materials are brought to the desk a few hours late and could be caught while the patron is still standing there. If could be configurable for libraries, that may not want this function.

        19 votes
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          2 comments  ·  Fulfillment  ·  Admin →
        • Rights information in MARC records to display in Alma viewer

          1. Rights information for digital objects may be recorded in MARC fields:
          a. 540 (https://www.loc.gov/marc/bibliographic/bd540.html)
          b. 542 (https://www.loc.gov/marc/bibliographic/bd542.html)
          c. Possibly some other places too.
          There are only limited options in Configuring Delivery Profiles Metadata for MARC profile. - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/070Digital_Fulfillment?uxp=true#Configuring_Delivery_Profiles_Metadata There are no options to choose which MARC tags appear in the description area of the viewer.

          We would like to be able to configure the display of these fields in the Alma Viewer.

          16 votes
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            under review  ·  3 comments  ·  Fulfillment  ·  Admin →
          • Add more flexibility in Request TOU Pickup Locations policy

            We’d like more flexibility in Request TOU Pickup Locations policy.

            We have more than 20 libraries and most of them are located within walking distance. Therefore, we want our patrons to go directly to those libraries instead of placing pickup requests and limit the patrons who can place such requests. Otherwise, the number of requests will become too large to handle and logistics and management cost will become enormous. Moreover, it’s not time efficient. If users go directly, they can borrow immediately, but it may take 1-2 days to deliver since there is no direct route between some libraries.

            Currently,…

            16 votes
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              2 comments  ·  Fulfillment  ·  Admin →
            • Make Manage Fulfillment Activities the same thing as Manage Patron Services

              I found this idea buried in a comments section and felt it deserved its own idea since my team keeps encountering the same problem.

              https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/11117682-payment-option-on-user-fines-fees-tab

              Iain Gray said: "After finding a user it would be useful if when clicking on Manage Fulfillment Activities you were presented with the same screen as though you had used the Manage Patron Services screen. Instead you do not see the option to pay Fines and Fees from here and have to re-enter users details again."

              I'll add that it would be great if Manage Patron Services and Manage Fulfillment Activities were the same page…

              16 votes
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                0 comments  ·  Fulfillment  ·  Admin →
              • Grace Period only for open days

                Now the unit of measurement for grace period is "days". So even if the library closed on weekend, those days are included to "Grace Period". To give fair advantage of grace period, Alma should apply the grace period excluding library closed.
                For the detailed scenario as I expected, please refer to the attachment.

                Thanks.

                301 votes
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                  1 comment  ·  Fulfillment  ·  Admin →
                • No items available for request due to policy- Show policy violated

                  When a request fails, an error message reads: "No items available for request due to policy." It would be very helpful if the error message included which policy prevents the request. With that information, I can easily tell the patron what prevents the request or fix a policy problem. Right now, I have to hunt the problem down in the fulfillment and/or configuration modules.

                  36 votes
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                    0 comments  ·  Fulfillment  ·  Admin →
                  • Change default in loan history to fulfillment activities

                    In loan history the default radio button is item changes. Better to have fulfillment activities as default because it displays displays loans, returns and in-house-use.

                    9 votes
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                      0 comments  ·  Fulfillment  ·  Admin →
                    • Add "Print Slip Report" action to the "Resource Request Monitoring" screen

                      The Print Slip Report function is currently available from the "Pick Up Requested Resources" and "Resource Sharing Lending Requests Task List" screens. But when a hold is placed on an item that is checked out, the returning item is automatically placed on hold and the request bypasses the "Pick Up Requested Resources" screen and shows up on the "Resource Request Monitoring" screen as "On Hold Shelf". But the Print Slip Report is not available here. It does need to be available here, as well.

                      "Print Slip Report" is a different action than "Print Slip." The Print Slip Report is a…

                      6 votes
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                        0 comments  ·  Fulfillment  ·  Admin →
                      • View user request history

                        We would love to be able to view a user's request history in the Requests tab of their account. You can view Returns and Fines histories so why not Requests?
                        This would be very useful for students and staff! Thanks.

                        6 votes
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                          0 comments  ·  Fulfillment  ·  Admin →
                        • Refreshing linked account expiration dates

                          As we understand it, there are only two ways for a linked account's expiration date to be refreshed/synchronized with the user's primary account in their home IZ:

                          1. Requesting an item from the IZ with that linked account

                          2. Staff at the lending institution go to Manage Patron Services, Find user in other institution, enter the user's identifier, and then find user

                          We think that the Alma experience would be improved by triggering this refresh process by a renewal attempt, by having an ability to run and schedule a job that refreshes these expiration dates on a regular basis, or…

                          7 votes
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                            0 comments  ·  Fulfillment  ·  Admin →
                          • Request for Improved linking to courses associated with a title from the ‘All Titles’ citation list

                            As Library staff I want to be able to link to an associated Course code without the multiple clicking that is currently required.

                            What is required:
                            We are requesting that the result of an All titles search immediately displays with a “Courses” hyperlink for each title that would result in the courses list displaying on the next page.
                            The Courses hyperlink would preferably display where the Orders and Requests hyperlinks currently display on the citation list page.

                            Reasons:
                            This would have the benefits of
                            • Immediate identification of an associated course
                            • Providing a 1 link click (rather than multiple…

                            3 votes
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                              0 comments  ·  Fulfillment  ·  Admin →
                            • Title-level request and item-level request

                              Currently it is only possible to configure either item-level-requests OR title-level requests in Alma for Primo . We request the possibility to configure title-level-requests in the terms of use when specific parameters are met, for example when all items are located in a certain location.

                              200 votes
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                                1 comment  ·  Fulfillment  ·  Admin →
                              • Borrowing Activity Report Job – send to smaller sub-sets of borrowers

                                Once letters have been sent, this generates a glut of borrower loan and fine queries all at the same time.
                                Need an ability to send the letters in smaller sub-sets in order to even out the follow-up enquiries to not all be at the same time.
                                For example, vary the day sent according to User Group

                                3 votes
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                                  0 comments  ·  Fulfillment  ·  Admin →
                                • A more precise reloan limit embargo

                                  We wish to apply the reloan limit to avoid 24h items same user reloan, but actually the rule block loans on same title and same material type, wich has this side effect: a user return a item with loan policy 1 month (with no reloan limit rule applied) and he cannot reloan because the item is requested by another user, so he wants to loan the other item with a loan policy of 24h (with reloan limit rule applied) available but the loan is blocked anyway: we don't want this, so it is possibile to refine the same title/same material…

                                  3 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • Add Primary Identifier or Item Barcode to patron-delivered letters

                                    Patrons receive many letters from us (summaries of their loans, fines, check out, check in, etc.) When someone wants me to do something about their account, they just write me back saying "fix this". So, I need to look up their account. But unfortunately, it can be difficult to figure out who the patron is. Either there are multiple people with the name listed or someone has their name changed in a way that isn't reflected in the letter.
                                    If you could add their primary identifier within all their letters, that would save me a couple of steps. And it…

                                    3 votes
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                                      0 comments  ·  Fulfillment  ·  Admin →
                                    • Achieve a number of changes in dates that can be added as loans in transactions

                                      The date change for the return of a book currently can not be counted, and is an important fact that can be added to the loans (renewals)

                                      1 vote
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                                        0 comments  ·  Fulfillment  ·  Admin →
                                      • Display Requester when "activate next" on expired hold shelf

                                        On the Expired Hold Shelf - Activate Next the expired requester name is displayed, however when you "activate next" Alma processes the request but doesn’t display who it is for.

                                        It would be really usefull for Alma to display the Next Requester information at this point.

                                        Currently you need to track down the item in Active Hold Shelf to find the next requester.

                                        3 votes
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                                          0 comments  ·  Fulfillment  ·  Admin →
                                        • In Calendar Management, allow the removal of old exception dates without changing upcoming due dates

                                          Currently, in the Alma Calendar Management configuration page, if an exception (closed) date from the past is removed then loans with upcoming due dates can be affected when the Due Date Correction after Calendar Change job runs.

                                          It would be helpful if there was a way to remove old exception dates without upcoming due dates changing. Otherwise, exception dates can never be removed.

                                          1 vote
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                                            0 comments  ·  Fulfillment  ·  Admin →
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