Alma
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144 results found
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Transit Letter: CC to the destination
Enable an option in Fulfillment for a transit letter to be sent to both destinations (From + To).
As for today, only the “From” department receives a notification letter.
If a CC was an option there was no need to print / forward the letter.28 votes -
Item Policy Code Table issues
After adding an Alma Item policy in the Configuration->Fulfillment->Physical Fulfillment->Item Policy, the Item Policy Code Table allows you to edit the Code. Existing items records linked to the item policy code are not updated in such an edit. Such items retain the now “orphaned” original item policy code as can be queried in analytics.
To compound this, leading and trailing spaces within an item policy code are considered significant, so an edit to remove a trailing space leaves (invisible to the user) distinct item policies, one of which is broken.
We propose the following three changes:
1.) The Item Policy…
7 votes -
Visibility of display logic rules at the Alma collection level
It would be very helpful to flag activated Alma collections when they are concerned by display logic rules.
At the moment, there is no indication and activation changes may have some impact on the discovery and fulfillment level. It would be very useful for electronic operators to be directly alerted (for example with an icon) and it could prevent collection deletions or other mistakes made due to lack of knowledge.
2 votes -
self checkout
Self checkout over sip2 to have Alerts/fulfillment notes on checkout , not checkin only.
Patrons need to be alerted to how many pieces SHOULD be in the item when they checkout so they can alert staff if pieces are missing on checkout
7 votes -
configuration exeptions in opening hours
I wanted to update the opening hours in the psb for the next year. Some Holidays like the first of january, the first of may or the third of october, the library is closed every year.
I realized, that I can’t add a „recurrence“ for these days with the record type „exception“. If I add a new record and choose the record type „event“ I can add a „recurrence“ but the status will be „open“. I can’t change the status to „closed“
It would be nice if the record of these Holidays could have the „recurrence“ „yearly“ and the „status“…3 votes -
self checkout sip2
Self checkout sip2 - ability to restrict checkin by item type/location
Certain items need to be checked in at the circ desk such as reserves or equipment. Currently self checkout does not support any restrictions.
1 vote -
The option for Fulfillment AND Internal notes to pop up during Check in/out
When scanning an item into the Scan In Items screen, both Fulfillment and Internal Notes pop up. However, when scanning items into the Circulation screens (Manage Patron Services & Return Items), only Fulfillment notes pop up.
We would like the option for Fulfillment AND Internal Notes to pop up for staff while using the Circulation screens at the desk. There tends to be important information in both fields that they should be aware of while checking items in and out.
3 votes -
Customize the Register/Update User (Quick User Management) screen/window
Watching a Primo demo complete with a discussion on how the view was customized, made me wonder if certain areas in Fulfillment could be customized. Is it possible to customized/configure the Register/Update User (Quick User Management) screen/window depending upon the role of the user? For instance a Circulation Assistant or Student Assistant would see only a limited number of fields (of course all the mandatory ones) whereas an Admin would see all the fields?
2 votes -
Display loan limit for patrons at Manage Patron Services Screen in Alma
At present, there is no indication at the Manage Patron Services screen (when you go to a patron's account) of the loan limit for the patron (i.e. allowed to borrow 8 loans; of which 2 loans may be from the SL collection, etc.). This information is only available at Configuration - Fulfillment - Loan Limits.
12 votes -
Ability to customise email subject heading in Alma letters using letter data
As library staff we would like the ability to customise the email subject heading of Alma letters using letter data so that we can flag something up to a customer/use in their email inbox.
For example, we've recently customised our On Hold Shelf Letter using XSL to have different content when a customer is picking up a Resource Sharing request as we ask customers to collect these from our Customer Services desk whereas other requests are placed on a self service hold shelf in the library.
We were able to customise the letter using XSL, but could not find a…12 votes -
Display logic to hide services by user assigned RS library
Allow Discovery Interface Display Logic rules to hide service Rapido Physical Offer based on user's assigned resource sharing library.
In our instance, we have one default/generic RS library and several location-based RS libraries. Users are put in the generic RS library by default, then reassigned to a specific RS library depending on where they are enrolled. For example, a patron in Chicago would have the Chicago RS library assigned, while an online patron would still have the generic RS library assigned.
We would like the ability to hide Rapido physical offers from users with the generic RS library assigned. Currently…
3 votes -
Add institution address information to XML for Ful Transit Slip Letter
When an item is placed in transit to another institution in an AFN, the institution name is included in the XML of the Ful Transit Slip Letter. However, no address information for the institution in included in the XML, so it's not possilble to add that information to the Ful Transit Slip Letter. SUNY has added resource sharing partner address info to our resource sharing shipping and return letters, and that has proven to be very helpful. We would like the address of the library where the item is held to be added to the XML for the Ful Transit…
44 votes -
Link "go to patron"
There should alway be a link to the patron from any tabs in Alma. For example for a document requested by a user. After "scan in items" there should be the possibility to go directly (via link) to the user details tab. Same by "return items". The name of user who borrowed it should be a link that allows access to his/her details.
42 votes -
Create a scan in message when a call number is inadvertently changed using change item information
Add a Scan in message when an items call number has been changed through Scan in items> Change item information, when the call number field has been left blank.
This could be an optional message enabled through "Scan In Messages Configuration" where you could select either none, pop up message or feedback message.
The workflow I am referring to is here
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/020Resource_Requests/040Scanning_ItemsIt would happen when the call number is empty, and it is being moved to an existing holding with a different call number.
10 votes -
Alma: Quick login/user switching on shared workstations
Staff working service desks often use shared workstations that aren't their primary workstation to serve patrons. Can a function be added to allow staff to switch users quickly to maintain good security practices while allowing for prompt service?
Perhaps a scan/swipe ID plus PIN like in restaurant service paired with an adjustable quick time-out that can be workstation specific. Alternatively, maybe a fulfillment specific application can be developed for general fulfillment activities only on shared workstations (check out/in, holds, etc.). Thanks.
6 votes -
Add shortcut to viewing item history
Many of our staff have trouble remembering how to access an item's history in Alma. It would be nice if a shortcut to that information could be added. I imagine something like an extra tab on the Scan In Items page called Item History - it allows you to enter a barcode and quickly pull up all the info in the Item Changes, Holding Changes, and Fulfillment activities tables but without having to first enter the Physical Item Editor.
10 votes -
Extend or allow one to be able to extend the time it takes to time-out when on the Manage Patron Services screen.
Please extend or allow one to customise their own time-out settings for the Manage Patron Services screen.
Gets on my nerves when I'm in the middle of composing an email to a Patron about their loans and I have to keep bringing up their account because it goes back to the search screen.
I need more time if I'm dealing with: fines, loan history, and making notes on an account, whilst trying to communicate what I'm doing.
3 votes -
After running a update user job to apply a block I want all users with loans, fines or overdue books to be reported
After running an update user job to apply a general block (in this case a graduating) block) I need to see which users still have loans, fines, lost or overdue books
1 vote -
Better flexibility / more weekly options when scheduling Fulfillment Job (i.e. Fees/Fines Notification Job)
Hello,
we would like to be more flexible, to have more options to choose from when scheduling the Fees/Fines Notifications Job (or even better: all Fulfillment Jobs).
Currently, we are using the only weekly option available (every Tuesday at 11:00), but since some of our legally relevant Fees/Fines Notification Profiles are set to printed letters, the offered time slot could not be much worse.
When we have signed and sealed the letters, there is no chance at all to get them out by the same day's post.
Please add at least another weekly time slot in the early morning hours,…
41 votes -
Check past requests
When a request is cancelled or completed, there is no possibility to retrieve any information about the past request. If something went wrong, it is impossible to trace the patron or destination of the request.
156 votes
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