Alma
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1663 results found
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Customization of invoice line summary display
The notes field on the invoice lines summary display currently displays a tick if there is anything is written in the notes field of the invoice line. It would be more convenient if we could customize/configure what we can view so that we can see the content of the notes field without having to go in and view the individual invoice line.
27 votes -
Fulfilment find patron
Fulfilment - enter patron name & select from list - should not have to additionally click 'Go'/enter to display record
45 votes -
Improve the ease of reordering the Online Services Order and General Electronic Services Order tables
Currently, items in the General Electronic Services Order and Online Services Order tables need to be moved using up and down arrows. This can be very time-consuming if the tables contain numerous items. It would significantly improve the ease of use i, the items in this list could be resorted either through drag-and-drop or by moving a given item to a numbered slot in the table (similar to the Netflix interface).
49 votes -
Set standard opening hours in advance
If the Library decides to change the standard opening hours of the Library for the coming year you currently have to wait until the first day of new hours to be able to input them as standard hours into Alma.
It would be nice if Alma allowed you to enter new standard opening hours in advance and to set a date in which they would come into effect. That way you wouldn't have to schedule to change them on the first day of the new hours.
An example would be if new standard hours were decided on by Library Management…
14 votes -
make permissions on changing address data more granular (email/domestic)
Aleph allows to set an option to allow users change their "address" data via Primo OVP. This allows users to edit the phone number and email in Primo, but also their domestic address. Often, the change of the domestic address must be prevented, because it is the address where a possible court order is directed to.
We want to allow users to change their email and phone number but need to disallow the change of the domestic address. Therefore, we propose that Primo and Aleph/ALMA must be designed to work in a way that allows setting permissions on each field…
22 votes -
Change Financial Year dates after they have been set
It doesn't look as if it is possible to change the start and finish dates of any financial year in Acquisitions Configuration > Fund And Ledger Fiscal Period table mapping tables once the year has been created, unless it is deleted completely.
Can it be made possible for the start and (in particular) the end dates to be edited having already been set and saved, if so required?
Being able to do this would be of particular benefit around the time of a financial year rollover, especially if an institution cannot be certain that all financial transactions for the outgoing…
17 votes -
Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices
We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.
14 votes -
Display renewals in Item History
In the Physical Item Editor, under the Fulfillment activities, we are able to see the Loan and Return history. I think it would be great to see Renewal information in this place as well.
So many times, we have patrons disputing fines because the item was late and they renewed it thinking that it's not due on the original due date.
It's true that when the item is checked out to the person you can see this when you click Actions>Loan History. But this does us no good when the item is checked back in and a patron comes to…
91 votes -
Improvements to Pick From Shelf list needed
Currently our staff spend too much time managing requests. Improvements to the interface for Pick From Shelf would help in some of these cases. We would like to see:
- A search box.
Very often we need to target a particular request, a task made more difficult by less than ideal facets (see #2). Search functionality exists under Monitor Requests & Item Processes, but not all options for handling requests are available in that view (such as "Skip Location").
- Better facets.
Two of the facets available in the Monitor Requests & Item Processes view would be great for Pick from Shelf:…
42 votes -
Payment option on user Fines/Fees tab
We would like to include a "Pay" option in the drop down list at the bottom of user Fines/Fees tab (see attachment). There are many times that patrons want to know their fine details. The staff have to show the patron Fines/Fees tab. If the patron wants to pay after that, the staff has to exit the Fines/Fees tab to pay the fine, which we think is wasting the time. Why don't have a "Pay" option in the dropdown on the Fines/Fees page?
47 votesThe Manage Patron Services menu has moved to the new UI, allowing improvement management of the payment process from that interface.
I was optimistic about exploring this idea further. While I had hoped to prioritize this enhancement, it hasn’t gained the traction we typically look for to move forward. As a result, it’s unlikely to be implemented in the foreseeable future. That said, your feedback remains valuable, and I’ll continue to keep it in mind as our roadmap evolves.
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Handling books on the shelf that didn't get checked in
When a book on the shelf was accidentally not checked in and another user brings it to the desk, it clears the original checkout and adds a fine without generating a message to let us know. In most cases, we would waive those fines, since the book had obviously been returned. We would love to see a pop-up when that happens so we can go and waive the fine on the previous customer's record
42 votes -
Add seach box to Active Hold Shelf
We often have 1500+ items on our Active Hold Shelf. While we have the ability to sort, this does not help much when we are looking for a particular item. A search box would allow us to locate an item easily without clicking through page after page.
16 votes -
In the List of Items screen, add "description" to the list of search options in the "Find" box.
Currently in a list of items, Alma allows us to search within the list of items by only barcode or the call number. Adding the ability to search the description field would simplify trying to locate an item with unique information in the description, such as "index".
22 votes -
Alma Templates: allow user-by-user customization of default holdings templates
The shared MARC21 holdings templates in Alma offer customization of the template properties, allowing the selection of one template as the default. This customization applies to the entire institution, and not the individual Alma user. Therefore, when we have multiple catalogers working with multiple templates, they all have to conform to one default template. It would be useful to allow each cataloger to set the default template for their workflow.
155 votes -
Retain Data in Interface Records
We really like the multiple tabs on interface records that allow us to record different admin logins and statistical information.
Publisher and vendor changes happen pretty frequently in our environment and we foresee needing to move interfaces from one vendor to another on occasion.
We just found out the hard way that when an interface is deleted from a vendor record and then added to another vendor record all the information that was in the various interface tabs gets wiped out. Can something be done to preserve the information that was hand keyed into the interface tabs?”62 votes -
Return and reissue items with a single click that have reached their max loan period
When items reach their maximum loan period and patrons want to borrow the items again they have to be returned and issued again by a circulation operator. This is an unnecessarily complex workflow. Please could an option be added for circulation desk operators to be able to return and reissue the items with a single click of an interface button (providing their are no blocks of course).
28 votes -
Add a checkout widget that can be accessed from the desktop
The most common thing we need to do in Alma is to check out books, but we need to train our students and Circ clerks to go to "Manage Patron Services." What about some kind of checkout widget or even an entry in the main Alma menu that actually says "Check out" or "Check in"?
27 votes -
Add more options for ILL integration
Adding ILLiad integration to Alma was welcome but also brings more issues into the system. For example - patrons are shown in their account via Primo that ILL loaned items are not renewable. They are but not via Alma. A customizable message for the Resources sharing library that would display in "My Account" saying "Renewable via ILLiad" would be welcome. We have configured ILLiad to send courtesy notices. Now that we have integrated with Alma patrons get two courtesy and "due today" letters because Alma cannot turn off letters for specific locations. The ability to turn off those two letter…
24 votes -
Configure Alma Letters to use the operator's "from" address, rather than the value stored in "addressFrom"
This is in reference to case 00172604. It was suggested we post this here by Yaala Ariel-Joel.
- Go to Alma Menu -> General Configuration -> Letter Emails
- Select, for example, the General Assign To Letter
- We have configured the "addressFrom" field in this and several other letters to be the email address of one of our library departments
For some letters, however, we find that it would make more sense for the FROM address to use the email address of the individual Alma operator whose action generated the letter, rather than using the single email address that is stored in…
28 votes -
Ability to suppress licenses from discovery
Sometimes, licenses have confidentiality clauses, so we can't show them in Primo, but right now, it is an all or nothing prospect. it would be great if a checkbox on the record could suppress a confidential license from showing up in Discovery.
116 votesDear All,
We are reviewing this idea and would like to ask the following: Do you refer to the "License Terms" that appear on the Discovery?
Thank you,
Zohar Shemesh
Alma Product Team
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