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Alma

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172 results found

  1. Auto-tick Notify User box in Request Cancellation dialogue on Alma

    Is there a way to set the ‘notify user’ box within the Request Cancellation dialogue box (Alma) to auto-tick by default? At the moment, the box is blank and we would like to set it up to tick by default so that user notifications don’t accidentally get missed.

    The box is within the Request Cancellation dialogue box where you enter the cancellation reason and notes.

    3 votes
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  2. Allow patron to create "Alias" that prints to Ful Hold Shelf Request Slip Letter

    When item that has a request is returned at the circulation desk, a Ful Hold Shelf Request Slip Letter is printed. There is a Patron name on the Print.
    There should be a possibility for a Patron to choose an "Alias" (Name or Number) that would be printed to the Letter.

    This could be an Address -field that patron can update in Primo. Then it would be printed to the slip letter.

    3 votes
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  3. Pick from Shelf, sort by title

    Hello,

    Currently our Pick from Shelf has 4 options to sort the titles:

    Location Name- Asc
    Location Name - Desc
    Call Number - Asc
    Call Number - Desc

    I would like to see the titles sorted into alphabetical order.

    Thanks!

    3 votes
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  4. Current loaned item borrower user group as parameter in terms of use

    Sometimes we need to restrict requests based on the group of the user that has the item currently borrowed, not only the group of the user that is trying to request.

    This is particularly useful when you have items loaned to a user for an specific loan period (sometimes even for months or years) and you want to avoid users to request that item loaned to that specific user group but allow them to request items currently loaned to other user groups.

    Take teachers and students for an example. You would like students to be able to request items currently…

    3 votes
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  5. List the "Pick from Shelf" list, "Monitor Requests and item processes" and results from a "Requests" search in order from latest to oldest

    We would find it helpful if it were possible to view requests (both active and complete) in order from latest to older without the need to export and filter

    3 votes
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  6. Allow Request Notes to be edited even with complex Fulfilment Rules

    We introduced Fulfillment Rules to check if there are any "Process Types" assigned to an item and make them unrequestable. For example if an item is MISSING, REQUESTED, LOST, LOANED, etc.

    This allows an item without a process type to be requested fine. Unfortunately, the moment you try to edit the Request Note and update the request, it ends up rechecking the Fulfillment rules and oddly cancels the request.

    We were hoping we can use the edit Request Note process to mark items when our library officers have done 1st/2nd/3rd shelf searching of items before they become officially marked as…

    3 votes
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  7. Ability to edit request priorities

    We would like the ability to edit, i.e. rename or translate, the names of the request priorities in the Manual priority drop-down menu in the request queue. It is not entirely obvious which to choose, and we would like to be able to eg. number them from 1. to 8. It was suggested to us by Ex Libris support that we promote this question through Idea Exchange.

    3 votes
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  8. Alma to automatically process pending requests when recalls are switched back on

    During Easter and Christmas vacation we turn off recalls in Alma, so requests are still placed by the user but recalls are not made. After the vacation, we turn recalls back on however Alma does not 'catch up/update' the pending requests into a recall.

    We would like Alma to therefore be able to process those requests in pending and turn them into recalls once the recalls have been switched back on.

    3 votes
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  9. Stop Change Due Date from overriding hold request

    There's an issue we're having where changing the due date of a loan allows the current owner to extend their checkout time, even after a hold request has been placed. We have Alma configured so that it prevents a renewal from occuring, but change due date seems to ignore that function.

    3 votes
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  10. Configurable hard coded date for request expiry

    We've struggled with users not understanding the purpose of the 'Not needed after' date field in the various request forms linked to Primo VE. This often means we received requests with supplied 'Not needed after' dates of a few days later meaning they're cancelled before even being in transit or picked, particularly on unstaffed weekends. Relabelling the field hasn't helped matters due to users not paying attention to it and thinking it's a 'needed/collect on' mandatory date.

    If possible we would like the ability to set a hard coded expiry range for non-processed requests. For example, if a recall request…

    3 votes
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  11. Monitor Requests & Item Processes - Library Independence

    It is possible to cancel processes at libraries that you do not have any role at using the Monitor Requests & Item Processes screen. A cancel button appears next to every request.

    Patron physical item requests are correctly only visible based on your role but other processes such as work orders are visible and cancellable by all staff with access to the Monitor Requests & Item Processes page.

    Visibility is not a problem as the data isn't private, but the ability to cancel a process should be limited by the scope of the role.

    3 votes
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  12. On shelf hold button as Smart option

    Placing holds. Instead of having the "override 'On Shelf Request Policy'" button permanently display, only show it when applicable.

    2 votes
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  13. Cancellation Reason

    If a Patron Physical Item request is cancelled via a job there is no Cancellation Reason given to the end user.
    It would useful to have a list of reasons that we could use for this letter.

    2 votes
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  14. Pick up Requested Resources "Note"

    When Patrons make comments on Primo, we are unable to see them even when we have "Note" checked and marked out on custom view of "Pick up Requested Resources". If one clicks on more actions on the request...and click edit then see the comment the patron made. However, it would be good to have this show on directly "Pick up Requested Resources view"?

    2 votes
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  15. Clearly show a patron's home campus when placing requests

    Occasionally we will need to place a 'Patron physical item request' on a title/item on behalf of a patron when all existing copies are unavailable. We'd like to clearly be able to see what a user's home campus is from the 'Create Request' screen after entering the Requesters name. Alternatively, if we were to click on the 'Select from a list' to choose the requester, we are taken to a 'Find and Manager Users' popup. It would be useful to be able to see the patron's campus within a column in this display.

    Currently, we must first go into a…

    2 votes
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  16. Allow more configuration for library item of interest notification

    The "library item of interest" message currently doesn't allow much room for configuration, particularly for the bibliographic portion of the message. It includes something labeled a title field (which includes the title, place of publication and publisher, publication date, series, and ISBN) and an MMS ID field. This data seems to be pulled from the brief order record. Would it be possible to make this section of the notification more configurable -- so that more data (like author) might be included, and so that everything currently mapped to the "title" field could be disaggregated into individual fields (place of publication…

    2 votes
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  17. Include preferred email field in active hold shelf

    Include preferred email field in active hold shelf

    2 votes
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  18. Allow same-day booking with "days" booking resolution.

    We are testing the use of "days" booking resolution, as opposed to minutes. We notice that when patrons try to place a same-day request, they get the error: "Date must be in the future." This probably makes sense for some institutions, especially without a "lead-time" setting to provide buffer time. However, we have a collection of AV equipment that students can book same-day.

    This already works fine when staff make a same-day booking request in Alma using "day" resolution; the error only occurs when patrons try to do the same in Primo. I'm not sure if the necessary change would…

    2 votes
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  19. Physical Item Hold Requests

    Multi site library - prevent users from placing a physical item hold request on items that are available on the shelf of the library they are placing the hold request from - if the item is not available on the shelf but a copy is available at a different location then placing a physical item hold request should be allowed.

    2 votes
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  20. User Requests Should Pop or Be more Visible for Cataloguers

    When cataloguers are processing new books or fixing bibliographic records or item records, there is no notification that a user has requested the item we are working on. We won't know to give the item to Fullfillment so that they can put the item aside for the user.

    I know there is a little number that indicates there is a request, but for new books ordered in there is already 1 request from Acquisitions. This does not pop-up and it is just a little number that you can barely see in the results screen. It should be much more obvious…

    2 votes
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