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Alma

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97 results found

  1. Allow more flexibility in Display Logic rules

    We would like to be able to construct Display Logic rules that hide a service based on the absence of a service. Currently (7/8/2016), the structure of rules only allow hiding a service based on the presence of a service.

    Case in point:
    We provide unmediated Get It Now for a handful of publishers. Obviously, we do not want to offer Get It Now if a full text service exists. However, because Alma considers Get It Now to be a full text service (which is a discussion for another day), we cannot use a "hide Get It Now if full…

    109 votes
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  2. Fulfillment: Send duplicate Lost Item Refund notice to the library staff

    Program Alma to send a duplicate "lost item refund" notice to the library staff email/printer when a lost item is returned. This would be similiar to how Alma sends a copy of the cash receipt for fines paid to both the user and to the library staff.

    When a lost item is returned to my library we need to know which patron returned the item so that we can remove the academic hold in our campus SIS system. Currently Alma only displays a message on the screen that indicates the ret'd item was lost--but messages on the screen are often…

    3 votes
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  3. Replace copyright statement for digital representations

    The copyright statement should display at the front of the digital representation for the patron before they download the contents. The copyright statement is not visible unless the patron clicks on the Copyright Symbol on top right corner of the page of the digital representation. To make the copyright statements meaningful, it should appear before the representation.

    18 votes
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  4. Customize the New Patron Registration form

    We would like to customize the New Patron Registration form to hide the fields that we do not use, such as Gender, Job category, and many others.

    It would also be nice to have templates so that selecting a user group might display specific fields, the same way that choosing "User has institutional record" causes the password field to disappear and Owning system dropdown to appear.

    480 votes
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    It is now possible to configure the fields that appear in the Patron Registration and the Edit User Info (from the Manage Patron Services page) forms in Alma.

    The new option makes it possible to configure a form that is fine-tuned to the library's needs and manages only the information the library wants to manage.

    For more information see August Release Notes

  5. Add a policy copy column in the list of items

    When we are searching for all titles we cannot find in the list of items the related item policy so if we have to check the policy of a copy we have to select action and select view to view the related policy. Adding a column with the related policy in the list of items would be quick and useful.

    201 votes
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    Completed  ·  Dana Moshkovits responded

    Material type, item policy, and/or copy ID were added to the following areas:
    Item List page
    Physical Item Editor
    Physical items repository search results
    List of Items accessed by clicking the No. of Items link in the Holdings tab of the “Held By” Details page (for a member search in the Network tab)
    data exported (the copy ID) to a CSV file when exporting physical items
    the item list presented when selecting Bind Items from the List of Items page
    the Manage deleted repository page

  6. Fulfillment: Automatic Renewal Notices / Email Letters to patrons when loans automatically renewed

    Our users have requested to be notified with the new due date when an on loan item is automatically renewed by Alma. This is currently not possible and users are not aware when the item is due back until they receive a courtesy reminder 2-3 days before the due date. We would like Alma to provide the option to configure and send Auto Renewal Notices / Email Letters to users when their loans have automatically been renewed by Alma. We have Auto Renewal Activated and our users do not receive any notification that this has taken place. We would like…

    216 votes
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  7. Add the option to display call number in all work benches in circulation and in all relevant user notifications.

    Many libraries are using call numbers as a primary identifier in fulfillment workflows and in communication with the users.

    61 votes
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  8. Booking calendar - hourly

    We would like to enable users to book rooms and equipment on the hour / half hour. Booking to the minute, as in the current booking calendar, is not suitable. Would it be possible for an alternative calendar to be made available or to have the facility to modify the existing one?

    35 votes
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  9. Have the Proxy For setting available for placing Requests.

    Currently our incarcerated students have their requests put into a spreadsheet that is sent to the Off Campu team. They then have to process the request (sometimes having to spend time finding the correct item or call number) and then process the request. It would be much more efficient if the Proxy For function could be expanded to include the placing of requests, which would then place the items on the Pick from Shelf list for collection and processing

    88 votes
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    Completed  ·  Dana Moshkovits responded

    A new type of proxy user has been introduced as part of Ala December release, that will function as an extension for the sponsor user: Fulfillment proxies will have a proxy account (separate from their personal account, if exists), with which they’ll be able to log into Primo or Primo VE, place hold and resource sharing requests on behalf of their sponsor user, follow up on these requests, be notified when they reach the hold shelf, and check out items on behalf of the sponsor user.

    For more information please see Alma December Release Notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes

  10. Remove "material type" and "term of use" fields on the request form

    We don't need "material type" and "term of use" fields on the request form. They are not mandatory fields and we think it is a waste of time for our patrons to fill them in. Find more details in the attachment.

    1 vote
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  11. Pop up user notes

    Currently, we only have block notes pop up when scanning patron ID in "manage patron services". It would be lovely if a specific user notes (which can be added manually by staff) like "circulation" notes can be popped up to warn the staff like the patrons' email address is incorrect or this is a distance student etc. Please feel free to ask more question re this idea

    99 votes
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    Completed  ·  Dana Moshkovits responded

    User notes can now be defined to appear as pop-up notes in Manage Patron Services so that the librarian can inform the patron of any important messages. When a user note is created, a new check-box is available, Pop up note. When selected, the note will display as a pop-up window when the operator enters Manage Patron Users. If a block message also exists for the user, both messages will display in the same pop-up window.
    For more information please see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes

  12. Calendar Management - update Calendars by uploading Excel spreadsheet

    It is very time-consuming updating calendar exceptions each year in the Alma interface. Using Tools, It is possible to export calendars to Excel so please could you make it possible to import them as well because it would be so much quicker and easier to make the changes in Excel. In most cases, I just need to adjust the dates slightly rather than adding a new record.

    Like other University libraries, our opening hours pattern is quite complex: 4 campuses with different hours, night opening for part of of the year at 2 campuses, early closing during the summer rotated…

    221 votes
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  13. Add the option to add a call number column to the Scan in Items page

    I would like to be able to add a Call Number column to Scan in Items page. Currently, several steps are involved in checking and getting items "out of" acquisitions/processing, ready for shelving-- In order to double check a call number I need to first scan in each item in resource management while I am in the "acquisitions" location, then change my location to Circulation desk to access the Scan in items . If a call number column was added to Scan in Items, this would simplify “double checking” the call number for each item, and circulation staff could double…

    15 votes
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  14. Digitization requests

    By default, digitization requests are considerered as "Full". We would like customers to be able to choose between "Full Digitization" and "Partial Digitization" by default when creating a Digitization request. Alma administrators should be able to define a default digitization request type.

    17 votes
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  15. Requests in queue - notice to patrons

    When you have more request for an item than you have items, the new requests are automatically queued, but the requester do not get any message about this, and unless they check their Oria account they have no way to find out when they can expect to receive their item.

    We propose a function that automatically sends email to patrons if their requests have been queued. This must include their position in the queue.

    24 votes
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  16. Fine Letter - Much like the Lost Item Replacement Fee but a standalone letter

    Alma only gives a User a fine notification within the return receipt but it's merely an afterthought. Currently, we have this set to go to a printer (e-mail address) because we don't want to spam our patrons with return receipts for every item they turn in (I have asked within Sales Force about grouping but even then, it still sends out return receipts individually).

    Ideally, I'd love an option to send a letter ONLY when the person had a fine, and not every time they returned something. This letter would also have more customization, and include fields like Bar code,…

    15 votes
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  17. Create request from the patron's record

    There is a somewhat common workflow that a patron comes to the desk to loan an item or perform some other activity at the desk. then the patron will ask the librarian to also create a request for him.
    In order to do this currently the operator must leave the patron record and find the title and then re-insert the patron information.
    A much more intuitive and efficient workflow would be to have a Create Request action in the request tab and when entering the screen the user would have to search for inventory and requester would be pre-populated.

    15 votes
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