Alma

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  1. Patron physical item request – automatic cancellation of requests when ‘Date Needed By’ has passed:

    I suggest that if the "not needed by " date is reached then the patron request is cancelled.

    The only function of “date not needed by” for patron physical item requests is to prevent items from being put into transit from other locations if the transit cannot be completed by the required date.

    However this is not clear to patrons and users ask us why we send Hold available notices when they already indicated a date when they would no longer need the item.

    Staff also waste time locating items that Patrons have indicated are no longer needed, only to…

    604 votes
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    under review  ·  4 comments  ·  Fulfillment  ·  Admin →
  2. New notification letter when expiry date is updated

    When updating the expiry date for items on hold shelf, we miss the opportunity to resend notification letter with the new expiry date. We are aware of the resend notification functionality, but this will not include the new expiry date.

    404 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  3. Short Term Loans - Courtesy and Overdue Notices

    The new shortloancourtesyreminder & shortloanoverduereminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

    In our test configuration we used the following time parameters:

    ​shortloancourtesyreminder - 105 minutes
    short

    274 votes
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    7 comments  ·  Fulfillment  ·  Admin →
  4. 'Not Needed After' date should be mandatory on patron physical request form.

    It would be helpful if the 'Not Needed After' date is mandatory on the patron physical request form to improve the requesting process for Patrons when there is a high demand for physical items.

    241 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  5. Add functionality to better manage queue for reserves/holds

    More academic libraries are checking out high-traffic electronic items (laptops, Wi-Fi hotspots, etc.) and often have a long list of patrons with holds on these items. It would be useful if we could manage the queue for user holds/reserves more effectively. We should be able to renumber/reposition users in the queue (presently you may only bump someone up to the very top of the queue or profile a priority if users are from different user groups). We should also be able to manage the queue without having the item available; presently that is not possible. We often have 12+ users…

    231 votes
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    8 comments  ·  Fulfillment  ·  Admin →
  6. 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…

    217 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  7. Add expiry date for "proxy for" users

    In an academic institution, many "proxy for" users will be arranged on a semester or yearly basis, it would be good to have an expiry date so that this permission stops and does not extend into perpetuity.

    188 votes
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  8. Expand 'Bulk Change Due Dates' to disregard expired patrons and include recalled items

    Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we…

    172 votes
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    under review  ·  7 comments  ·  Fulfillment  ·  Admin →
  9. 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.

    171 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  10. Enable desk operators to select from a predetermined list of loan periods.

    We would like desk operators to have the option of selecting from a list of predetermined check out periods for items in certain collections.

    Boston College Libraries currently provide approximately 80 laptops to community members, which can be borrowed for a fixed loan period. For many patrons this static loan period is either too short or too long, adding some loan period choices would enable us to easily meet the needs of more patrons.
    Currently in Alma, offering a variety of loan periods would require the creation of additional locations and terms of use. Doing so would enable us to…

    170 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  11. 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.

    162 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  12. 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…

    147 votes
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    6 comments  ·  Fulfillment  ·  Admin →
  13. 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!

    141 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  14. Request an item belonging to a bibliographic record for which an item is already on loan to the requesting patron

    Hi,
    We have dedicated librarians working on digitizations, and sometimes the item they have on loan and like to scan is not suitable for the digitzation process (notes, underlining etc).
    They would then like to request another item. This request will be rejected in Alma due to policy. An item can not be requested when you already have a an item from the same bib record on loan. They would, of course, like to keep the original item on loan until they have checked if other items are more suitable.

    You are able to request if the items have different…

    137 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  15. 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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    3 comments  ·  Fulfillment  ·  Admin →
  16. 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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    0 comments  ·  Fulfillment  ·  Admin →
  17. 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.

    121 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  18. Increase the visibility of digitization requests in case of multiple requests

    When there is more than one digitization request on a same item (same or different requesters), only the first request is displayed in the Task List. When this request is completed, the second request is not listed in the Task List or in the “In Process Items” page, except when the barcode is scanned again.

    We think that “In process Item” page should not be empty once the first request is completed. Or least, there should be an alert informing the operator that there is another request on the same item just ready to be fulfilled...

    115 votes
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    5 comments  ·  Fulfillment  ·  Admin →
  19. Alternative Call Number in Manage Patron Services-Requests

    In Manage Patron Services, tab Requests, we can’t display or add Alternative Call Number.
    For us is important the visibility of this field due to it’s our location system.
    We would like this field to be displayed.

    Thanks!

    112 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  20. Enable bulk due date changes based on a set of items listed by barcode

    We've had occasions where it would have been useful to be able to create a set of items, for example, in Alma Analytics. Then to take that set of items, e.g. a CSV or Excel file listing the barcodes, and then to update the due dates of all those items, to a new fixed value.

    This is similar to the current Bulk Due Date Change functionality, but with the addition of uploading a list of items to change.

    Regards,

    Ciaran

    The University of Manchester Library

    112 votes
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    3 comments  ·  Fulfillment  ·  Admin →
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