Alma

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  1. Include variables in subject line in letter emails costumization

    In Alma you can costumize emails and letters message body via XSL including the related data from xml, but not in the subject area, where you can write only fixed text. We need the possibility to add changing information in subject area, for example add the id of requests in the subject of the Resource sharing emails. It would be possible to configure the subject field to accept variables/placeholder containing the data in xml emails?

    25 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  2. Allow a differentiation of library addresses

    Although we can define a library e-mail address for Billing, Claim response, Patron communications, Primary, Shipping, the preferred address is systematically used for all library specific communications.

    This is problematic, as the service responsible for claim responses and orders is different from the service handling patron communications. Therefore, their e-mail addresses are different. Some libraries are too big for just providing a generic e-mail address for the whole library, as a person would then have to dispatch continuously the incoming e-mails.

    So ideally, the e-mail specification possibility in Alma should actually help make this distinction.

    25 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  3. Send a confirmation by e-mail for each resource sharing request

    When the user fill in the form to receive a book by the Inter-Library Loan (ILL), it would be nice if a confirmation by e-mail could be sent to him.
    Our users were accustomed to receive this sort of e-mail and it's a deficiency for them.

    25 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  4. Re-loan should not cause automatic renewal of items already on loan

    When loaning an item to a patron, who has this item already on loan, the system automatically renews the loan (if possible). An option in configuration is needed to suppress this automatic renewal for the following reason: too many errors occur, when the item is automatically renewed. If the patron intends to return the item and the circulation desk operator by accident scans the item for loan, then the item is back in the library stacks but by accident renewed for the patron (who will get claimed!).

    25 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  5. Set up Online Service Order configuration in the NZ and be able to share with the IZ.

    We would like to be able to set up Online Service Order in the NZ and share that configuration with the IZ. The goal is push the shared OA e-collections to the bottom of the list so they do not display first in the list.

    25 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  6. Handling books on the shelf that didn't get checked in

    When a book on the shelf was accidentally not checked in and another user brings it to the desk, it clears the original checkout and adds a fine without generating a message to let us know. In most cases, we would waive those fines, since the book had obviously been returned. We would love to see a pop-up when that happens so we can go and waive the fine on the previous customer's record

    25 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  7. Add a checkout widget that can be accessed from the desktop

    The most common thing we need to do in Alma is to check out books, but we need to train our students and Circ clerks to go to "Manage Patron Services." What about some kind of checkout widget or even an entry in the main Alma menu that actually says "Check out" or "Check in"?

    24 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  8. Improving usability of the inventory section for citations

    Currently, it’s impossible to tell how ‘Digital’ and ‘Other’ inventory may be configured in the Inventory section of a citation. The green indicator shows the inventory exists but not whether it has been used for the citation.

    Digital example:
    You can’t see whether a digital representation has been selected via the ‘Manage Digital Representations’ option or whether a representation is Active or Inactive. The green indicator stays green even if the representation is Inactive or if it hasn’t been selected via Manage Digital Representations.

    Other example:
    You can’t see whether the Link Resolver has been disabled via Edit > Citation…

    24 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  9. 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.

    23 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  10. Bulk Work Order Functions

    A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.

    This would also allow you to remove work orders in bulk.

    This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.

    This function would, of course, need to inform the user…

    23 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  11. Make fine/fee text in color to stand out when a balance is owed

    It would be helpful to have a visual indicator pointing our attention to the "active balance" line when an outstanding balance is present above $0.00.

    I propose changing that field to a contrasting text color visible to color blind (i.e., orange), only when there is a balance above $0.00. This visible cue will make it very easy to identify the fine/fee balance and communicate that to our users in order to improve our communication of fees/fines to those who ignore the notifications via email.

    23 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  12. Extra column in "Return items" with "Fine per patron"

    We would like to have an extra column in return items, a column for fine per patron. Because at every return we immediately want to see if the patron has a fine in general, not for the returned item. We would like to see this in Return items and not via "Manage patron services / Returns". Is this possible or something similar?

    22 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  13. We need another possibility in the blocks options in Term of Use Definition 23 Block When Overdue

    We need another possibility in the blocks options in Term of Use Definition
    23 Block When Overdue,
    We need, blocking 1 day for overdue OPENDAY cumulative.

    I mean: For our UAM Loan Rules, the overdue block system should work as follows:

    Our users should be blockedfor natural days, but the overdue should be calculate ONLY whith OPENDAYS

    22 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  14. Send overdue notifications only on library's open days

    Since we would prefer to avoid to send overdue and lost loan notifications to our patrons on Sundays and holidays, it would be great to have a further option for when to automatically run the “overdue and lost loan job”, that is, to run it only “on the library’s open days”, based on the opening hours set in the “Calendar management”.

    21 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  15. Return and reissue items with a single click that have reached their max loan period

    When items reach their maximum loan period and patrons want to borrow the items again they have to be returned and issued again by a circulation operator. This is an unnecessarily complex workflow. Please could an option be added for circulation desk operators to be able to return and reissue the items with a single click of an interface button (providing their are no blocks of course).

    20 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  16. Enable/disable letter activity at the Library Level

    Currently it is only possible to enable and disable letters at the institution level.

    Initially Alma documentation said this was possible:

    "The Letter Activity mapping table (Configuration Menu > General > General Configuration > Letter Activity) lists all of the letters and enables you to enable/disable them for an institution or a library."

    However this was a "documentation defect" and you can only toggle letter activity at the institution level.

    We would like to disable the "FulCancelRequestLetter" from our Resource Sharing Library and see the ability to turn on/off letters at the library level as desirable functionality.

    20 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  17. Automatic Loan Renewals-needs more options

    Could you add the ability to configure automatic loan renewals by physical location within a library? We have some locations we would like to have auto renewals for and some that we do not.

    20 votes
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    5 comments  ·  Fulfillment  ·  Admin →
  18. Make Add an Item Work Order Configurable

    When an "on-the-fly" item is created, loaned and returned by a patron, the item is automatically flagged for routing to the Acquisitions Work Order/Workflow.

    In our institution, the ACQ Department does not work on these items, and this should not be the workflow that the materials are routed to, but we are unable to change the work order type.

    We'd like to be able to configure or change the work order type for these materials, and also for the check-in process to more clearly delineate and note that the item is an "on-the-fly" item in particular. In the current process,…

    19 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  19. Display override message consistently

    Based on Block preferences, override messages can be configured. But these messages are shown only once in a session (as confirmed by Ex Libris, ticket 380696). We need this message to be displayed consistently each time that an action requires an override.
    We would like to be able to configure for each Block preference whether the override message is to be shown only once per session or at each action triggering an override.

    19 votes
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    5 comments  ·  Fulfillment  ·  Admin →
  20. Make the focus and displayed function configurable

    in the Function "Fulfillment" - " manage user services" - "Patron services" - "submit request"

    a popup screen is shown "Submit request". After select a title there are 4 action buttons:

    "Patron Physical", "Booking", "Cancel", "Digitization"
    (in this order).


    • Please put the Action "Cancel" at the first or last (better) place!

    • Can we configure which buttons are shown (Digitazation, and Booking we not offer as a service)

    • the action button "Digitazation" is the prefered action (focus is on that function), can we configure which action is the prefered action?

    Michael Voss (HUB)

    19 votes
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    1 comment  ·  Fulfillment  ·  Admin →
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