Alma
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173 results found
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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.
18 votes -
Enhance Physical Locations List export for "Suppress from Discovery" and other tags
At the moment there is no easy way to create a list of all physical locations set to "Suppress from Discovery".
It's not in the export, it's not in Analytics and it's not in the data you can get via API.
I would expect this information to be included in the export you can download in Alma. Same thing goes for "Accession Placement", "Call Number Type" and all other fields that are available in "Edit Physical Location".
At the moment the export is rather short as it contains only Code, Name, Location Type and Fulfillment Unit.
46 votes -
Only send Ful Item Change Due Date Letter for changes to due date
We've run into a real problem with recalls. We can set some items to be recallable, and others to not be recallable. However, both categories get their status changed to "Recalled." Non-recallable items simply don't get a change to their due date. Despite this, patrons who have checked out non-recallable items still get the Change Due Date letter, with a notice that tells them their due date has not actually changed. This letter currently is triggered by recalls with due date changes, recalls without due date changes, other due date changes, or recall cancellations. We think this is too much…
21 votes -
Limit in house use entry through Scan in Items
Alma records In House use via "Scan in Items" module and whenever item that is not on loan checked in. I would like to see a setting that will allow "In House use" to be registered only by Scan in Items. There are numerous occasions where staff may check in items but it is necessarily "in house use" by patrons.
131 votes -
Configuring External Library names for display in Primo
In Alma it is already possible to enter external location names for display in Primo. We request this option for library names, too. Currently, the configured library name is exposed to the user in the Primo Getit tab as well as to the staff in several places in the Alma user interface, f.ex. the „currently at“ pickup list and the persistent menu. We request the possibility to configure an internal name for display in Alma (for example in abreviated form) and and external name for display in the Primo Get it tab.
76 votes -
Activate recalls by user group
Allow libraries to modify recall rules based on each user group.
Currently recalls can be turned on or all for all user groups only. It would be beneficial for many libraries, especially academic, to be able to modify recall rules by user group. As an academic institution, we would like the ability to allow certain patron groups to recall books, but block recalls by our visitor and community patrons, or patrons at other institutions. This would help prevent situations where a student working on a project or thesis from having their books recalled by a visitor patron who would like…
54 votes -
Adding new labels to a letter in Alma
In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails
I want to add new labels with translation field.For example the OrderListLetter.xsl has the following codes:
department; billingaddress; date; issnisbn; sincerely; addressFrom; Cc; Bcc; note; letterName; orderdate; subject; polinenumber; price; quantity; shippingaddress; shippingmethod; title; vendoraccount; placeorderintroduction
In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Customize Letters
We want to add a new header cells, for example:
<th>@@publication_place@@</th>Is there possible to add new codes in “Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails”?
131 votes -
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?
35 votes -
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 -
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.
64 votes -
Preventing Change of Due Date (Recall) when placing Physical Item Request
When placing a physical item request for an item that is checked out, we typically want to recall the item, but there are sometimes exceptions to this. For these exceptions, we would like to have the option, while placing the request, to prevent the recall and simply add the requester to the queue without changing the due date.
47 votes -
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?
28 votes -
Reminder when opening hours are expiring
When you add standard opening hourse into the Library / Institution calendar it defaults to setting the expiry for the hours 3 years ahead. This is good but it would be useful to get a reminder to move them on when it's getting close to the expiry date.
295 votes -
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.
24 votes -
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.36 votes -
We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them o
This is about allowing Course Reserves course and reading lists to be able to be managed in sets and deleted in bulk.
We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them one at a time and have thousands of old outdated ones. This could either be done in the Mange Fulfillment Sets or just Manage Sets and then we would want a way to delete them too with a job.
65 votes -
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.
39 votes -
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: £10.00Or similar.
37 votes -
Allow staff to override if an item type is not requestable
We would like some books (like a reference book) to be non-requestable for a student. However, we would like for staff to be able to put in a request on a student's behalf for a reference book, or perform an override when appropriate.
237 votes -
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.
30 votes
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