Alma

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  1. 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 →
  2. 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 →
  3. Blocks by location

    We would like to be able to apply blocks to Patron's borrowing by Location or Library, so that a block applied to a Patron for, say, Library / Location A would still allow them to borrow items from Library / Location B. Alma seems designed for multiple locations and Libraries, and yet the Blocks are currently applied across all locations.

    19 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  4. Display Loan HOUR in Patron Services and Manage Item Returns

    Currently the Patron Services and Manage Item Returns screens display the DATE an item was loaned only. It would be helpful if they also displayed the HOUR. On the Patron Services screen, it takes extra clicks to review the Loan History in the Actions menu. On the Manage Item Returns screen, it is impossible to view the hour -- you must go to the item's history, which isn't accessible directly. The hour is already displayed in the Patron Services Due Date and Manage Item Returns Returned Date fields. I hope it is easy to add the hour to the Loan…

    19 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  5. Loan Transfers Between Patron Accounts

    Sometimes we find ourselves in the situation where we need to return a loan from one account over to the account it should've been loaned out to.

    It would be great if we could have some kind of loan transfer option that would keep the original loan date and due date that's on the incorrect account.

    19 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  6. Option to sort reading list citations by publication date

    Instructors sometimes want to sort citations in a reading list by publication date. We would like the options “Date – ascending” and “Date – descending” added to the “Sort by” dropdown in Alma and to the “Order citations in all sections” dropdown in Leganto, so that either library staff or instructors could make this change.

    We know that data in this field can take on different forms because of the way it is entered in the bib record. For instance, it could be e.g. "c2000", "2000", "2000-2001" etc., so some normalization may have to occur

    19 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  7. Let every institution to configure due dates according loaning library (no only owning library).

    We often loan items not in the owning library but in another one. In these cases, Alma assigns the due date according to the calendar of the owning library.
    This causes that sometimes the due date is a closed day in the library where item will be returned (not owning library).
    It would be good for us to configure Alma in order to assign due dates according to the calendar of the loaning library, not the owning library.

    18 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  8. 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.

    18 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  9. Drop-down options for loan notes

    Loan notes are currently free-text, which makes it difficult to extract meaningful data from the notes. The option to configure a drop-down menu for loan notes would improve standardization and analytics.

    18 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  10. check-out from user account

    I don't see a direct link on the User/Patron account page to be able to check out an item. It seems that you have to go back to the main menu and select "Manage Patron Services". In Voyager, you can easily get to the Charge window from the Patron window or vice versa.
    There is the "Manage Fulfillment Activities" link. I think it would be helpful if you could add the Check-out function on that page.

    18 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  11. Confirm button for adding manual charges and/or ability to edit/delete manual charges

    It would be helpful to have a confirm button when adding manual charges, just as you do when waiving charges. Also, can we have the ability to edit or delete manual charges? We add charges for replacement costs for lost books, for example, and with no confirm button it can be too easy to mis-enter an amount, and as there is no functionality to edit or delete a charge you then have no option but to waive a charge and start again.

    17 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  12. All items loan and hold requests history - in citation view.

    The new information available in the 'Other details' tab of items is great, can we also have this information made available in the citation view 'More Info' tab please?

    17 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  13. Bulk Import Citations

    Sometimes, we get many reserves from our own collection that we will put on for professors.

    It would be great to have a way to create a set, or some other itemized or logical list, to bulk import citations to a reading list. Of course, this would only be citations that exist within our repository.

    17 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  14. Differentiate Returns screen from Patron look-up screen

    Our student workers at circulation keep on trying to scan student IDs in the returns box or item barcodes in the Patron services box.
    I would like to make the highlight around the Returns box anyway a different, bright, distinguishable color. It would make it easy for a student to glance at the screen and think, "bright yellow, I'm on the returns window." See attachment for a preview of this option.
    (I realize our students should just pay more attention to what they are doing, but they don't.)

    17 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  15. Limit fine/fee payment to specific library

    One of our satellite libraries would like restrict payment of fines/fees for their materials to them -- we have separate accounting and budgets.

    17 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  16. Notify libraries when e-mailed notices bounce

    I just discovered an e-mail address for an internal patron (non-student) was entered incorrectly, so the patron could not possibly have received any of the overdue notices that were sent to her. If the the person who handle bills and overdues or someone at the library could receive notification when an e-mail sent out through Alma bounces, a problem of this sort could be rectified quickly. If I had not stumbled across the error, the patron might never have been notified about her overdue book.

    16 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  17. Allow Alma to allow renewals if a certain number of copies are "In Place"

    We circulate short loan laptops and equipment but have a threshold that needs to be in stock before we will manually renew for users. As a result, we need to mediate renewals. It would be great if Alma could do this automatically so we could allow self-renewals of short loan equipment.

    16 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  18. Retrieving Returns from Advanced Search

    Currently there is no option in Advanced search to detect all the recent Items returned on a specific day.
    There is an existing function in Alma thats possible to detect only Loans

    Please add this feature to be able to retrieve Retuns in Advanced search and not just from analytics (there the data is updated only to the previous day and not the current) .

    16 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  19. Reduce 24 - 48 hour window between the time a Course and Reading list are created in Alma and the moment it appears in Primo

    It is very difficulty to judge whether or not processing course reserve material are successfully completed until a full day and sometimes longer have lapsed if/when publishing in Primo is a concern. This happens - failure to publish in Primo - inspite of Course Reserve becoming available as loan-able in Alma.

    16 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  20. Ability to see all holdings when viewing citations in a reading list

    Currently a maximum of 3 Holdings is displayed for citations in a reading list. This means operators won’t see the details of all copies the library holds if there are more than 3 types of Holding. Viewing complete information is important for operators reviewing a reading list.

    Furthermore, this default display of 3 Holdings is based on Availability therefore operators are likely to see information for materials held in lesser reference collections (these are always available!) rather than information for stock held in more popular lending collections.
    Libraries should be allowed to set their own limit.

    16 votes
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    0 comments  ·  Fulfillment  ·  Admin →
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