Alma

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  1. 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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  2. Allow customization of close_paid_lost_loans parameter

    When the closepaidlostloans parameter to false and lost loans are closed (either manually or through the Close Lost Loans job), refunds/credits are not automatically given to patrons if the item is subsequently found and returned. When setting the closepaidlostloans parameter to true and the lost loan is closed (automatically setting the Lost and Paid status), a refund/credit IS applied to the patron’s account if the item is subsequently found and returned, providing the Lost Loan Refund Ratio is greater than 0.

    For libraries that wish to take advantage of this new Process Type, but…

    82 votes
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  3. Allow user preferred pick up location while retaining other options

    Currently in the TOU you can allow pick-up at "Any pick-up location" or at" User affiliated Campus Pick-up locations". If the latter is set, only pick-up locations of the user's campus are available. We need an extension to the former rule, that lets the user's preferred pick-up location (a new parameter in the user profile) be selected as default option, while still allowing the user to select a different location when placing the request.
    Obviously, the "User preferred pick-up library" needs to be added to the user profile.

    72 votes
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  4. Display renewals in Item History

    In the Physical Item Editor, under the Fulfillment activities, we are able to see the Loan and Return history. I think it would be great to see Renewal information in this place as well.

    So many times, we have patrons disputing fines because the item was late and they renewed it thinking that it's not due on the original due date.

    It's true that when the item is checked out to the person you can see this when you click Actions>Loan History. But this does us no good when the item is checked back in and a patron comes to…

    69 votes
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  5. 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.

    65 votes
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  6. Enhance Convert to Resource Sharing function on Pick From Shelf List

    When you don't find a requested item at your institution, it is great to be able to 'convert it to a resource sharing request' -- however that function should mark the item missing from our institution. Since pick from shelf does NOT display barcode and once we select the item to be converted to resource sharing request, it disappears from the pick from shelf list, so it is very difficult and time consuming to find the item and toggle it to missing. Also, the resource sharing request might be canceled because the item at our institution shows up as 'item…

    64 votes
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  7. More Options for Fulfillment Notice Scheduling (SMS)

    Job schedules for fulfillment notifications are limited to terrible times for receiving text messages. SMS notifications run on the same job as the email letter notifications. For example, the "Send Courtesy Notices and Handle Loan Renewal" job has scheduling options of Not Scheduled, Everyday at 20:00, and Everyday at 24:00. The "Send Overdue Notices" job has scheduling options of Not Scheduled, Everyday at 03:00, Everyday at 05:00, or Everyday at 23:00.

    Needless to say, these are not ideal time for our users to be receiving text messages on their phones. We would like to see more scheduling options during regular…

    63 votes
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  8. We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them o

    This is about allowing Course Reserves course and reading lists to be able to be managed in sets and deleted in bulk.

    We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them one at a time and have thousands of old outdated ones. This could either be done in the Mange Fulfillment Sets or just Manage Sets and then we would want a way to delete them too with a job.

    62 votes
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  9. Flag items requested by another user in Patron Services screen

    Our desk staff would like to be able to see at a glance which of the items a user has on loan has been requested.
    We often have a scenario where a user presents at the desk with a blocked account. We can tell that one or more of the books they have on loan must have been requested, but need to 'View queue' for each of them to find out which ones have a request placed on them.It would be useful to be able to see this information at a glance.
    Perhaps a column in the loan list in…

    62 votes
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  10. More information on Process Type Transit

    In 'Item history', you can see when an item was checked in and out of transit, but not for whom or whereto. If something goes wrong with the transit, you can't get any information about the inactive/completed request.

    61 votes
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  11. Ability to Toggle the Missing with Fulfillment Role

    Currently, the only way to mark an item missing with a fulfillment role is from a request. However, circulation staff often need to mark items missing that do not have requests. As far as I can tell, it requires the Physical Inventory Operator role to toggle the missing status from the item record. I would like staff to be able to toggle the missing status without having permission to edit/add records. Marking something missing is typically a fulfillment activity though and not always related to a request.

    60 votes
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  12. Configuring External Library names for display in Primo

    In Alma it is already possible to enter external location names for display in Primo. 
We request this option for library names, too. Currently, the configured library name is exposed to the user in the Primo Getit tab as well as to the staff in several places in the Alma user interface, f.ex. the „currently at“ pickup list and the persistent menu. We request the possibility to configure an internal name for display in Alma (for example in abreviated form) and and external name for display in the Primo Get it tab.

    58 votes
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  13. Autocomplete

    It would be extremely helpful for ALMA to have an autocomplete feature when searching for title, author or even call number. Many times you can be off by one letter and ALMA won't find the item.

    58 votes
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  14. 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…

    57 votes
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  15. Activate recalls by user group

    Allow libraries to modify recall rules based on each user group.

    Currently recalls can be turned on or all for all user groups only. It would be beneficial for many libraries, especially academic, to be able to modify recall rules by user group. As an academic institution, we would like the ability to allow certain patron groups to recall books, but block recalls by our visitor and community patrons, or patrons at other institutions. This would help prevent situations where a student working on a project or thesis from having their books recalled by a visitor patron who would like…

    55 votes
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  16. Enter 12 hour time with AM/PM

    We have already changed our display to 12 hours in the General configuration (General/Other Settings/systemtimeformat is changed to hh:mm:ss a and it operates correctly.) However, there are still many cases when Alma requires us to input a 24 hour time.

    For example, when we check out an item and need to change the due time, there is no way to input 12 hours with AM/PM. (Screenshot example: http://screencast.com/t/9B9XC2qbl) We must enter 24 hour time. This has caused an ongoing problem of inputting an incorrect due time (such as "17:00" when we mean to input 7PM), causing stressful…

    54 votes
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  17. Waitlist functionality for short-term loans

    It would be helpful to have a waitlist functionality for short-term loans (i.e. for reserve items). This would allow patrons to put their name on a list to be next in line once a short-term loan item has been returned. Alma would send an email/text to the patron when the item is returned telling the patron they have a specific window of time (e.g. 5 minutes, configurable by the institution) to check out the item. During that window of time no other patrons can check it out. After the window of time has expired the next person on the waitlist…

    54 votes
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  18. Display patron account expiration date on manage patron services screen

    It would be helpful to display the patron's expiration date on the manage patron services screen so that an operator does not need to navigate to the patron record and the "general information" tab just to see the patron's expiration date.

    52 votes
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  19. Patron Loan Limits should work like network level blocks

    For institutions using Resource Sharing or fulfillment networks, we recently gained the ability to use network level blocks, however most of our blocked patrons are blocked due to loan limits configuration (cash, overdue recalls, etc), not manual blocks.

    We would like the ability to include those blocks as network blocks as well, so that our patrons that visit other sites will have the same level of blocks as their home institution without us having to manually add a block.

    52 votes
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  20. Initiate a physical item request on behalf of a Fulfillment Network patron

    At minimum, add the ability to search Fulfillment Network (FN) patrons in the Requester field of a Physical Item Request, like we can in Manage Patron Services, Return Items, and Scan in Items.

    Use case: one of our patrons requests an item from Interlibrary Loan (or from our shelves, but we discover the item is missing), and we want to convert that to a Fulfillment Network request. Currently, we have to contact the patron and direct them to Primo, where they must find the item at a FN library and place the request themselves. To make things more seamless for…

    51 votes
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