Alma

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  1. 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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  2. 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.

    19 votes
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  3. 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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  4. Use Pieces field from item record to trigger a confirmation pop-up at checkout or return

    Use the Pieces field from item records to trigger a confirmation pop-up at item checkout or return when that item has two or more pieces. Taking measures for prompting staff to add notes manually item-by-item or creating sets and running jobs to populate fulfillment notes for items that have 2,3,...9,10,...39,40,... pieces are both impractical. Not having a pieces confirmation at checkout feature is a frequent complaint on the Alma Listserv.

    18 votes
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  5. 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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  6. 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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  7. Delay between item return and item being available for loan

    Currently, you can set a reshelving time (period of hours), during which a returned item will display as awaiting shelving until xxxx. The item is however available for loan from the moment it is returned, the reshelving time is merely an indication the item may not be on the shelf. This is expected and how the feature should work.

    But can the reshelving time include an option, or can a new configuration be created, which will set the item to unavailable for a given period after return: ie an item is scanned as returned, but remains unavailable for loan for…

    16 votes
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  8. Move list of "loans of this session" up higher.

    When checking books out, it helps to be able to see the title pop up. Depending on the monitor, the list sometimes doesn't show up at all because it's too far down. We need to be able to see each title pop up so we can verify that we are actually checking the item out.

    15 votes
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  9. Add Delete Note and Confirm option in Manage Item Returns

    At present, when the barcode of an item is scanned in on the Manage Item Returns screen and okayed, the Confirmation Message box displays any Fulfilment Note associated with the item and asks the user either to confirm the action of returning, or to cancel.

    We would like there to be a third option, "Delete Note and Confirm", whereby the fulfilment note can be deleted at the same time as the user confirms the return of the item.

    This would be a huge time-saving asset, in as much as it will save staff having to navigate into the Physical Item…

    14 votes
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  10. Don't Require Clicking 'Done' to Trigger Loan Receipt Notices

    Currently, staff need to click done after checking out items to a patron to trigger loan receipts. This is an unnecessary step and should be eliminated. Instead, trigger receipts when an item is checked out, much like how returned item notices are triggered.

    13 votes
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  11. Patron services – sorting returned items

    When we manage item returns, we would like to be able to sort them by « Call number » in addition of having them by chronological order of return.
    When we have a lot of returns, it would gain time for our librarians to have them sorted out for reshelving.

    13 votes
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  12. Manage Patron Return

    Add a return items in the manage patron records (& add backdate to it), so that when items are scanned in, we can verify the patrons account has nothing remaining, and remind them of due dates for materials still remaining on account!
    *This is great for sets (8 piece camera kits) that all have individual barcodes, but that are all expected to be returned and loaned together... Also great as a customer service boost to remind patron of books they forgot to return; at the end of a long loan period. Especially when they thought they brought everything in!

    11 votes
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  13. In Patron Loans tab, allow filtering of loans by status

    In the patron loan tab, we would like to be able to filter the Loan Display by status (Normal, Claimed Return, Lost, etc). Currently the only options are either "All Loans" or "Loans of this Session". If we could filter by status it would reduce confusion for desk staff and help us give accurate information to patrons inquiring about their loans.

    10 votes
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  14. Fixed due date

    For vacation loans, for example, we would like to be able easily to enable / disable and change a fixed due date (at the beginning of the next term), which overrides the due date determined by the loan term of use. Even better if we could apply this to selected user groups.

    10 votes
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  15. Set an "end of term" due date, by patron group, that would be prioritized over TOU due date

    We would like the ability to set a set an end-of-term due date that would outweigh the due date calculated based by the TOU on a transactions.

    And, we would like to be able to apply the due date to particular user groups.

    The related functionality currently available includes using fixed due dates in the TOU, or relying on patron expiration dates.

    Our use case includes:

    1) requiring all materials be returned at the end of each quarter.

    2) student loan periods that are not fixed date due dates, but instead are short duration.

    3) expiration of student records in…

    9 votes
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  16. A more precise reloan limit embargo

    We wish to apply the reloan limit to avoid 24h items same user reloan, but actually the rule block loans on same title and same material type, wich has this side effect: a user return a item with loan policy 1 month (with no reloan limit rule applied) and he cannot reloan because the item is requested by another user, so he wants to loan the other item with a loan policy of 24h (with reloan limit rule applied) available but the loan is blocked anyway: we don't want this, so it is possibile to refine the same title/same material…

    9 votes
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  17. Provide specific details in job reports of offline circulation

    Error messages like “A later action on this item happened.” in job reports is not very helpful for the staff to understand what the problem was. Please provide more details about it.

    9 votes
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  18. Return Items - reverse display order

    Reverse the order of display in the Return Items function so that the newest are at the top. This will make it easy to see how many have been processed without having to scroll down.

    8 votes
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  19. Allow due date after patron expiry date

    Please allow an operator to override the due date of an item, to set it to a date after the patron's expiry date. I can see some situations in which this might be necessary.

    7 votes
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  20. Closed Library Due Date Management to retain the fixed due time for next open day

    At present the only options for Closed Library Due Date management are;
    Move date backward
    Move date forward (either Start or End of next Open Day)
    No change to due date

    However none of these are satisfactory when you have a due date that has a fixed time.
    It would be really helpful if there was a new Closed Library Due Date Management option that moves the due date forward but retains the due time.
    For example if you have a due date policy that is 10am the following day, and the item is taken out on a Friday the…

    7 votes
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