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7 results found

  1. Refreshing linked account expiration dates

    As we understand it, there are only two ways for a linked account's expiration date to be refreshed/synchronized with the user's primary account in their home IZ:

    1. Requesting an item from the IZ with that linked account

    2. Staff at the lending institution go to Manage Patron Services, Find user in other institution, enter the user's identifier, and then find user

    We think that the Alma experience would be improved by triggering this refresh process by a renewal attempt, by having an ability to run and schedule a job that refreshes these expiration dates on a regular basis, or by some…

    103 votes
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    5 comments  ·  Fulfillment - General  ·  Admin →

  2. Change item information RESTORE change type should allow clearing temporary item information.

    When using the Restore change type under Change item information, the only change made is toggling the "item is in temporary location" back to NO. Any values filled in for temporary library, temporary location, temporary item policy, temporary call number, etc. remain. Restore should clear those fields, or allow operators to keep those fields by unchecking a box that would be checked by default.

    If the item has been scanned to have an item policy for special circ rules, that information remains in the record when it is restored, even though that information is not applied. If the item is…

    214 votes
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    Planned  ·  6 comments  ·  Fulfillment - General  ·  Admin →

  3. Linking patron name to patron record

    I have noticed there are several ideas suggested in the ideas exchange regarding linking a patron's name and/or ID to their record in Alma.

    These include:
    - 'Link patron loan to patron record' (posted 25/05/2016)
    - 'Hyperlinking from request queue/holdshelf to patron record' (posted 21/09/2017)
    - Ability to view patron data via patron ID link in resource sharing' (posted 11/01/2018)

    I have one more to add to the list - linking within 'Manage item returns'.

    When an item is returned, the patron returning the item is displayed in the 'Patron' column, with a hyperlink to their record, and the option…

    197 votes
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    14 comments  ·  Fulfillment - General  ·  Admin →
    Planned  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    The solution approach will be to add a link from the user contact info pop up to the user record. This link will be available for users that have a role that allows viewing a full user record.

    By having this link added to the user information pop up we will have added to the many places where user information is displayed.

  4. 'Not Needed After' date should be mandatory on patron physical request form.

    It would be helpful if the 'Not Needed After' date is mandatory on the patron physical request form to improve the requesting process for Patrons when there is a high demand for physical items.

    394 votes
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    6 comments  ·  Fulfillment - General  ·  Admin →

  5. Fulfillment: Physical item recall: option to recall more than one copy

    Currently in Alma when a request is placed on a title where there are 10 copies all out on loan, and none available, a single real-time recall notification is sent to the patron who has the oldest loan, changing their loan status to 'recalled'. The 9 other patrons who have a copy are not made aware of the potential demand for the item at that time.

    For the case where there are many copies of a title, the patron requesting the title could be better served if we were to recall more than one item. For example, we might say:…

    169 votes
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    Planned  ·  10 comments  ·  Fulfillment - General  ·  Admin →

  6. Add "Request" as a block option in Block Preferences

    Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.

    For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
    i.e.
    Patron overdue limits has exceeded
    Patron overdue recall limit exceeded

    However, the only options on what patron services blocked are Loan and Renewal.
    Requests should also be added to the options so that overdues can immediately block a…

    363 votes
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    Planned  ·  22 comments  ·  Fulfillment - General  ·  Admin →

  7. Ability to add NZ-managed resources to a Reading List

    Currently, when adding items to a Reading List, we can only select items from an IZ repository search and not an NZ repository search, which is a problem for those of us with centrally-managed resources in the NZ as these are resources not located in the Alma IZ.

    One workaround might be to add a Brief Citation, but that requires more work from staff and takes away from the benefit of having centrally-managed resources.

    I’d like to see functionality added so we can add NZ-only resources to a Reading List.

    41 votes
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    Planned  ·  1 comment  ·  Fulfillment - General  ·  Admin →
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