Alma

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  1. Fulfillment Borrowing history: allow users to choose to opt in

    Currently the library can turn borrowing history on or off, but the choice applies to all users. For privacy reasons, and in order to avoid subpoena situations, we have it off, but some users do want borrowing history on as a convenience, and are not concerned about privacy risk themsleves. Why not allow those users to opt in to borrowing history, and allow the default otherwise to being off?

    By the way, this "opt in" approach is how most public libraries in Eastern Massachusetts are set up, so our users expect this level of service from us also.

    It is…

    257 votes
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  2. Please add Description field to all three tabs in Patron Services page: Loan tab, Return tab, and Request tab

    Currently, there is no Description field in Patron Services page. Library staffs are not able to immediately recognize which issue, volume, or number is loaned, returned, or requested by a patron at a glance in three tabs at this page.

    When circulation desk staff help patron to check or see their loans in Loan tab, Description field is not visible.
    Or, if a patron requests different issues under the same title at a time, when he/she comes to circulation desk and wants to pick up his/her requested items, library staff will need to spend more steps to check the Description…

    248 votes
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  3. Add 'due date' to items list

    When student put a book on hold it would be useful to see when the on loan books are due to be returned in the item list rather than having to go into each individual onloan item to see when it is to be returned. Often we have 20 items out at a time and it would be good to have a quick overview of the return date.

    187 votes
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  4. Prevent change of due-date when the item is under the recalled status.

    Or have an alert message of some kind when the due date is being changed.
    Because when the due date is changed, the recalled item reverts back to its initial status making it difficult to determine if there are requests placed on the item.

    173 votes
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  5. Provide birthdate information in search results of patron search

    When searching for patrons through Fulfilment>Manage Patron Services, it would be useful if the search results included the patron's birthdate so that library staff had a unique identifier to check against when there a multiple patrons with the same name.

    171 votes
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  6. No Auto-Send of Activity Report Letter

    The Activity Report letter automatically tries to send when “Renew Selected” and “Renew All” are selected in Alma Patron Services. This is problematic for a few reasons:


    1. The letter is triggered even when the letter is disabled in Letter Activity configuration. It generates a ‘fail’ message for staff.


    2. The letter slows down processes dramatically depending on how many loans are attached to the account.


    3. A workaround is to use the letter opt-out functionality, but we'd have to continually update all of our users with the opt-out in order for this to work well for us.


    I would like to see…

    167 votes
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  7. sound alert for pop-up windows

    A sound alert to accompany a pop-up window would be very helpful. We find that our student workers often fail to see important pop-up notes when they are checking out or returning materials. A distinct sound would help immeasurably!

    157 votes
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  8. Control Purchase Request Display in Primo by Material Type

    Using display logic rules there is no easy way to show the Purchase Request link based on material type. We want to enable the purchase request link for ebooks, but not ejournals. I did come up with a hackey workaround by creating a GES that only does the identification of the journal and then a display logic rule to hide the purchase request if this GES is present, but there seems like there should be a better way to do this?

    137 votes
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  9. Automate Work Order creation based on item location.

    Boston College would like to be able to configure Alma so that work orders are auto-created for materials in a designated location when they are placed on loan.

    Here is the desired workflow:


    1. Item is loaned.

    2. At the same time, Alma automatically places a work order on the item.

    3. When the item is returned to the managing circulation desk the work order is triggered and the item is routed to the correct work order department for processing.

    The purpose of this request is to improve the management of the laptops that Boston College Libraries loan to patrons, and to facilitate…

    131 votes
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  10. Allow staff to override if an item type is not requestable

    We would like some books (like a reference book) to be non-requestable for a student. However, we would like for staff to be able to put in a request on a student's behalf for a reference book, or perform an override when appropriate.

    123 votes
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  11. AFN Fulfillment Network, Add patron's home institution to the fields available on the hold shelf's display

    When an Automated Fulfillment network allows for their patrons to pick up materials at any Institution in the AFN, it is possible for a patron to pick up their item at a third institution, that is neither the patron's home library, nor the item's home library.

    With how Alma currently manages Linked Users, and with the fields available for display on the Active and Expired hold shelf screens, library staff at that third (pick-up only) institution are unable to determine which institution the patron is from.

    This is because:

    Since the patron is not a local patron to the pick-up…

    113 votes
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  12. Booking, transit and preview time

    We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.

    The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).

    • The transit time between the AV-library and Kjeller is set to 48 hours.
    • The preview time on the equipment booking is set to one hour.

    Use case:
    When scanning an item due for pick-up at Kjeller within the next 48…

    101 votes
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  13. Limit in house use entry through Scan in Items

    Alma records In House use via "Scan in Items" module and whenever item that is not on loan checked in. I would like to see a setting that will allow "In House use" to be registered only by Scan in Items. There are numerous occasions where staff may check in items but it is necessarily "in house use" by patrons.

    98 votes
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  14. Sort of holdings with the same location by call number in the GetIt Tab

    Currently, the display of holdings in Primo for multi-volume monographs is random.
    Alma only allows to configure the order of locations by "their proximity to the patron, according to the library IP address”. However, holdings with the same location but different call numbers are not sorted in any meaningful way.

    When we catalogue a multi-volume monograph we create a different holding record for each volume, so we cannot use the “item sort routines” to adjust the display in Primo, because they only apply to items within the same holding.

    Currently, our patrons see things like this:
    http://primo.sns.it/primolibrary/libweb/action/display.do?tabs=requestTab&ct=display&fn=search&doc=39pisalma2150514590002521

    We’d…

    97 votes
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  15. Cancellation Reason Customization

    It would be very helpful to be able to customize the Cancellation Reasons with a code table of some kind. Especially since the Cancellation Letter appears to pull directly from the Cancellation Reasons drop-down, being able to customize the cancellations would give flexibility in the wording of the letter and encompass any further changes to Cancellation Reasons in the future.

    97 votes
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  16. Allow staff level renewing of items marked as "lost", or the ability to bulk process from "lost" to "found".

    I'd like the ability to either allow staff to renew items listed as "lost" or at least be able to bulk process items marked as "lost" to "found" so we can then renew them.

    96 votes
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  17. Provide email address information in search results of patron search

    When searching for patrons through Fulfilment>Manage Patron Services, it would be useful if the search results included the patron's email address so that library staff had a unique identifier to check against when there a multiple patrons with the same name.

    89 votes
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  18. 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 by some…

    89 votes
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  19. Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery

    We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.

    83 votes
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  20. Have the Proxy For setting available for placing Requests.

    Currently our incarcerated students have their requests put into a spreadsheet that is sent to the Off Campu team. They then have to process the request (sometimes having to spend time finding the correct item or call number) and then process the request. It would be much more efficient if the Proxy For function could be expanded to include the placing of requests, which would then place the items on the Pick from Shelf list for collection and processing

    82 votes
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