Alma
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174 results found
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Visibility of display logic rules at the Alma collection level
It would be very helpful to flag activated Alma collections when they are concerned by display logic rules.
At the moment, there is no indication and activation changes may have some impact on the discovery and fulfillment level. It would be very useful for electronic operators to be directly alerted (for example with an icon) and it could prevent collection deletions or other mistakes made due to lack of knowledge.
15 votes -
Add Fulfillment Note to the New 2025 Manage Patron Services Table Customization
We use the Fulfillment Note field to track Lost Items by recording the patron ID, replacement cost, and billing date to our Finance department, allowing us to efficiently identify returned lost items. Additionally, we check out lost items to a dedicated patron record to facilitate tracking, reordering, or withdrawal over time. Adding this feature to the Manage Patron Services Customization Table would help ensure these notes are consistently recorded.
15 votes -
Set standard opening hours in advance
If the Library decides to change the standard opening hours of the Library for the coming year you currently have to wait until the first day of new hours to be able to input them as standard hours into Alma.
It would be nice if Alma allowed you to enter new standard opening hours in advance and to set a date in which they would come into effect. That way you wouldn't have to schedule to change them on the first day of the new hours.
An example would be if new standard hours were decided on by Library Management…
14 votes -
Change default in loan history to fulfillment activities
In loan history the default radio button is item changes. Better to have fulfillment activities as default because it displays displays loans, returns and in-house-use.
14 votes -
Hold active until (collection) date
currently the time a requested book is held for a borrower does not show unless you go into the Active holds lists. It would be helpful if this was shown when the book is checked in and on the notice that automatically goes to the printer (which we put in the book until the book is collected)
14 votes -
Ability to order facets in Alma Resource Sharing
For our workflows it would be useful to be able to move assignee to the top of the Facets in the new Resource Sharing screens for Lending and Borrowing
14 votes -
Change lost Item replacement fee refund from ratio to set amount
When configuring terms of use policies regarding the amount of money to be returned to a patron if a lost book is returned, we currently have to enter a Lost Item replacement fee Refund ratio instead of using a flat amount for the amount to be returned. Because any changes in our charges have to be approved via a campus committee that meets only once per year, we must use the Replacement fee amounts that are already approved. Our Lost Book replacement fee is currently $110. If the book is returned, we would like to reduce that amount to $20.…
13 votes -
Library level patron limits configuration
It should be possible to configure the Patron Limits table at the library level. Only Max Cash, Max Overdue and Max overdue recalls should be configurable, so that each library will be able to control when it starts blocking patrons independently of one another.
13 votes -
Ability to delete/remove redundant copyright records from the Approval Requests list
We would like the ability to delete/withdraw or otherwise remove pending copyright approval requests in the Approval Requests list.
There are a few reasons why a Library may wish to do this:
-Associated citation has since been deleted
-Patron digitization request has been cancelled
-Citations with copyright records that require manual approval were added to the Approval Requests List as part of the rollover. However, some of these units will not be using Leganto and will never submit a reading list.
In these cases, rejecting copyright is not appropriate as there was no genuine request for copyright approval. Rejecting will…12 votes -
Make "Send Query to Patron" option available in other areas of Alma
The Send Query to Patron function found under Fulfillment - Resource Sharing - Borrowing Requests - More actions (on item) is a great tool for notifying patrons within a request without having to cancel the request to send a note. Can this be made available elsewhere in the system (e.g. Pick from Shelf, Patron Requests, Network Activity, etc.) for quick and easy access to the function?
12 votes -
Include Item Description in the ASRS Remote Storage Update Job
When an item is added into the ASRS, Alma's Inventory Remote Storage Update Job sends the following item record fields to our Dematic EMS system:
- Item barcode
- Call number
- Author
- Title
This is described in the Developer's Network documentation here: https://developers.exlibrisgroup.com/alma/integrations/remote_storage/asrs/
We would like to have the item description field added in addition to the call number since it holds the volume and other essential enumeration information.
Not having the volume and enumeration information in our Dematic system makes it extremely difficult to inventory a journal series, or locate an individual volume in the Dematic/EMS software.
12 votes -
Display loan limit for patrons at Manage Patron Services Screen in Alma
At present, there is no indication at the Manage Patron Services screen (when you go to a patron's account) of the loan limit for the patron (i.e. allowed to borrow 8 loans; of which 2 loans may be from the SL collection, etc.). This information is only available at Configuration - Fulfillment - Loan Limits.
12 votes -
Ability to customise email subject heading in Alma letters using letter data
As library staff we would like the ability to customise the email subject heading of Alma letters using letter data so that we can flag something up to a customer/use in their email inbox.
For example, we've recently customised our On Hold Shelf Letter using XSL to have different content when a customer is picking up a Resource Sharing request as we ask customers to collect these from our Customer Services desk whereas other requests are placed on a self service hold shelf in the library.
We were able to customise the letter using XSL, but could not find a…12 votes -
Show book's edition information when doing a Physical Item search
This is a more efficient way to show essential information, rather than having it available only via All Item search
12 votes -
Attach multiple courses/sections to a reading list more quickly
We use a single reading list for many sections of a course, and also reuse these reading lists from semester to semester. Attaching courses to a preexisting reading list is a very slow process which must be done one at a time. I'd love in the reading list courses tab, when you click "Associate Course" and then "Select from List", you were given the option of a checkbox so that many course sections could be added to a reading list at once.
Alternatively, in bulk upload of courses, if you can attach a NEW course to an existing reading list,…
12 votes -
Remove "Valid Until" in calendar entries
The current behavior in Alma is that any calendar entries have an effective date and a valid until date, that is automatically 3 years beyond the date the event was last edited.
The effective date does not in my mind serve any purpose and creates puzzling and frustrating situations for fulfillment services staff if the current date approaches any of these valid until dates, because patron loans will start being shortened, seemingly for no reason.
For exceptions, date ranges are called explicitly. For standard hours there either should be no valid until date, or this should be specified explictly, to…
11 votes -
Scan-in items to create an Itemized Set
For many of our workflows, we have a large batch of physical materials upon which we need to perform a bulk action (e.g. place them all on a Work Order or request a Permanent Location change, etc.) The items are on book trucks and there is no Set upon which to Run a Job unless we create a new one every time as a TXT or CSV file, which then has to be uploaded to Alma. It would save a lot of confusion, plus work and training time for staff and student workers, if it was possible to use Scan-In…
11 votes -
Add "Prefer Open Access resources" option on the Online Services Order page
Configuring the Online Services Order (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/090Discovery_Interface_Display_Logic/035ViewIt#Configuring_the_Order_of_Online_Services) includes several options, including an "Additional Preferences" section where one can choose whether or not to prioritize CZ collections, source service, ID based linking services, or prefer resources with a PO Line. However, there is no option for prioritizing OA resources. In order to allow libraries to make Open Access resources more readily available to end users, in this idea, I request that a preference be added to this list, "Prefer Open Access resources." Like the other "Additional Preferences" option, there would be a radio button to select "Yes" or "No." I…
11 votes -
Add shortcut to viewing item history
Many of our staff have trouble remembering how to access an item's history in Alma. It would be nice if a shortcut to that information could be added. I imagine something like an extra tab on the Scan In Items page called Item History - it allows you to enter a barcode and quickly pull up all the info in the Item Changes, Holding Changes, and Fulfillment activities tables but without having to first enter the Physical Item Editor.
10 votes -
Create a scan in message when a call number is inadvertently changed using change item information
Add a Scan in message when an items call number has been changed through Scan in items> Change item information, when the call number field has been left blank.
This could be an optional message enabled through "Scan In Messages Configuration" where you could select either none, pop up message or feedback message.
The workflow I am referring to is here
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/020Resource_Requests/040Scanning_ItemsIt would happen when the call number is empty, and it is being moved to an existing holding with a different call number.
10 votes
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