Alma

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  1. 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.

    40 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  2. Function to have a real time physical inventory

    Real-time physical inventory:
    1. Ability to choose location and general call number range
    2.Displayed by call number order including title, number of charges, number of browses and current item status (missing, work order, on loan)
    3.Capacity to mark items with different categories (determined by institution): missing, need preservation, archival box, annex bound, etc.

    39 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  3. Add series titles to Alma letters

    Some items are more easily identified by there series titles than by the title of the actual volume. But the series title is not exported in the xml of the letters.
    (Series title is in the 8xx $$t fields of the bib record).
    This would help to send more meaningful letters to our patrons.

    38 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  4. Display both charges payable and total charges owed.

    At present the main page of a user's account displays the total amount of charges payable, but does not show a total for charges that are still accruing - e.g. fines on books that are currently overdue.

    This would be useful information to see, and could be displayed so:

    Total Owed (Amount Payable): £10.00 (£5.00)

    OR

    Charges Payable: £ 5.00
    Charges Pending: £ 5.00
    Total: £10.00

    Or similar.

    37 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  5. Maintain patron information with missing items

    When a patron places a request for an in place item, but the item is not located, we toggle the missing status for the item. This disconnects it from the patron record. It needs to remain attached so when the item is located it can still be held for the patron.

    37 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  6. 상호대차 주기메뉴 노출

    현재 상호대차서비스는 이용자가 본인이 신청한 자료의 제목과 상태만 볼 수 있고, 구체적인 내용(의뢰 기관, 제공불가 사유 등)을 알 수가 없어 불편하다는 클레임이 아주 많습니다. 알마에 주기 메뉴가 있는데도 이용자의 My Library에는 노출되지 않아 그러한 불편함이 있는 것 같습니다. 주기 메뉴를 노출하여 사서가 입력한 구체적인 사항을 이용자도 볼 수 있으면 그러한 불편함이 해소될 것으로 생각됩니다.
    반영 부탁드립니다.

    36 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  7. Fulfilment find patron

    Fulfilment - enter patron name & select from list - should not have to additionally click 'Go'/enter to display record

    34 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  8. Option to define which library will serve a patron digitization request with priority

    We allow patrons to place digitization requests on print journal articles. For this we use a central digitization department that serves several libraries of the institution. Since the request can be placed on the journal title it often occurs that several libraries could fulfill the request. At the moment the system picks the serving library randomly. Since our central digitization department is located at our central library, it would be extremely helpful, if we could define that items of the central library fulfill the requests with priority. This way we could eliminate unnecessary transfers of items between libraries and speed…

    34 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  9. Recovered missing/lost item notification

    When an item marked lost (or missing) is checked in on Alma (i.e. found), we would like a notification (via email or otherwise) be sent automatically to the circulation supervisor.

    34 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  10. RS partners search enhancement proposal

    The idea is changing the default of the "Find:" menu on Fulfillment -> Resource Sharing -> Partners.
    Now the default is to "code:" search.
    The default to "name:" search would be better
    Thanks

    32 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  11. Simple letter formatting and testing

    Amending and testing letters and notifications is simply too complicated with many steps in various tables, not identical names, test users receiving all types of letters not just the ones they are working on etc. Some form of WYSIWYG editor with test recipient per letter type would be great.

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

    30 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  13. Option to set return time to 15 minutes before closing

    We issue equipment such as laptops to students. These must be returned before the library closes.

    In the current TOUs it is only possible to set the due time to closing time. However, we really need to check all equipment is back, and therefore would like to set the due time to 15 mins (or 30mins) before closing.

    We would also do this for short loans, as these require being returned before the library shuts. Otherwise the student will receive fines.

    Changing the closing time of the library would be too confusing for everyone

    30 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  14. Remove "Reading lists - unassigned" from the Tasks panel

    Our Course Reserves > Reading Lists workflow does not include assigning the lists to any particular person. We would like to have unassigned reading lists that are completed removed from the tasks panel.

    29 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  15. Change permission authorization set without leaving current record

    For example, a student worker is working with a patron. However, the patron record requires action that the student worker is not authorized to do. The student worker calls over a supervisor. Is there a way to keep the patron's record open but change the permission set from the student worker to the supervisor so that necessary actions can be taken? Or does the student have to log out completely and then the supervisor log in and search anew for the problematic patron record?

    29 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  16. Add "Scan In Items" functions to "Return Items" processing

    We would like to build "Scan In Items" features to the "Return Items" function, i.e. "Return Items" should be able to process requests, expired holds, and items in transit between locations the same way as "Scan In Items" does. This includes the radio button for automatically printing slips (configuration should be able to define a default)

    27 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  17. Select all citations across multiple pages in Course Reserves > Citations

    The 'Select All' checkbox only selects the citations which are listed on the current page (i.e. 20 citations maximum). Is it possible for all citation to be selected across multiple pages?

    27 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  18. Fine&fees and blocks

    Currently, a user who has exceeded the limit of cash in his active balance, is blocked. That's ok.
    However, if a user has a lot of overdue loans (and fine&fees), and exceeded the limit of fines & fees but not in his active balance (loans are active), Alma won't block the user.
    So, until user returns documents or renew there, he can check-out new books.

    Is it possible to add an option in the Alma BO to block a user who has exceeded the limit of fine/fees all fine/fees included and not only those which are "closed" and added in…

    26 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  19. Add all patron-delivered letters to Selected Patron Letters opt-in/opt-out choices

    It would be very useful to list all letters that are delivered to patrons in the Selected Patron Letters options. Letters like Loan Receipt and Borrowed By are conspicuously absent, but we have many patrons who don't want to receive an email every time they check something out. Others patrons do, so we don't want to globally disable these letters.

    The fact that Selected Patron Letters includes letters that require patron action (Overdue Notice, Recall letter) but not letters that are more informational (Loan Receipt, Borrowed By) seems backwards. Regardless, all patron-delivered letters should be available for opting in/out.

    26 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  20. Resource sharing form customization

    At now we can customize only the fields to display and their labels.
    We feel the need of a deeper customization of the html (directly on the form page or via css)

    25 votes
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    4 comments  ·  Fulfillment  ·  Admin →
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