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1858 results found

  1. How to distinguish namesakes

    When you search a user (fullfiment > manage patron services), there is no possibility to distinguish to different user, who have the same nam (namesakes).

    In the old UI, there was a patron card image, and, when clicking on, we accessed to a summary of the patron.

    Now, we have no more solution.

    Can you add this functionnality in the new UI?

    Thanks a lot.

    206 votes
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    Hi,

    Makes sense ! Currently, the user information that is displayed in the user Ajax search results (e.g. patrons services WB) is hardcoded.

    A mapping table, similar to the one that configures the user pop up, will control the fields that show in this list. The mapping table will enable the same fields that the user pop up allows, and allow setting the order of the fields.

    Thanks,

  2. Fine for failing to pick up request

    We would like to have a fine automatically applied when a patron fails to pick up a request. The fine should be applied after the last pick-up date has passed if the request has not been picked up or cancelled. It should be possible to determine for which locations/user groups the fine will be applied.

    203 votes
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    A new 'Purged request fee' will be configurable for Hold Request TOU, similar to the one that already exists for booking requests. When the Expired Hold task list is used with one of the 'Reshelve', 'Transit'  or 'Activate Next' functions then the request TOU will be consulted, and a fee will be created accordingly.

  3. Add ability to reorder Description Template Setup Rules using drag and drop

    The Description Template Setup Rules list must continually be reordered, since the first (sequentially) rule for which the enum/chron combination meets all criteria is used for the description, even if the enum/chron would more exactly meet a later rule. Regardless, is is also helpful to order the list so that similar rules are grouped together, so reordering would desirable as rules are added or removed.

    Currently, the only way to reorder the list is to move a selected rule up or down in the list, ONE PLACE AT A TIME. This is time consuming and inefficient.

    Please add the ability…

    199 votes
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  4. Purchase Request Library management in User records

    A new multi-selection field, Purchase Request Library, was added to the User Details page with the June 2018 release. If one or more libraries are defined for a user, the user may create purchase requests only for the listed libraries. If no libraries are defined, the user may create a purchase request for any library.

    But managing Purchase Request Libraries in user records can only be done record per record; there is no possibility for batch processes.

    Currently, there is no option:
    - to add or remove a Purchase Request Library with the Update/Notify Users job;
    - to add or…

    198 votes
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    The Purchase Request library will be supported vi SIS/API and user update job, just as the Resoruce Sharing library is.

    We’ll also look into making the Purchase Request and the Resoruce Sharing library be searchable in the users advanced search option.

  5. Blocking borrowing requests on books published within the last year

    With an active automatic rota for books, borrowing requests sent from Primo to Alma are automatically sent to partner. This applies for books published within the last year as well. Before we activated the autoROTA, we would usually change most of these borrowing requests into purchase requests and place the patron on a waiting list.
    New books requested by a patron are often items we want to purchase ourselves, and not spend money on borrowing from our partners in addition. With the autoRota there is no way for us to block these borrowing requests from being sent.

    We would like…

    198 votes
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    Hi,

    We’re thinking along the lines of enabling rules that will automatically turn resource sharing requests to purchase requests based on criteria such as:
    - Requester User Group
    - Copyright related block
    - Publication Date within time
    - Request failure Yes\No → This will enable to set the rule to work when the request is created or when it is rejected

    The rules output will have options to either create purchase request in addition to the resource sharing one or cancel the resource sharing request and create purchase request instead.

  6. Stop the practice of showing funds for 'in review' invoices as expenditure.

    Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.

    Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:

    1. We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the export.…

    198 votes
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  7. 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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    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.

  8. Display Logic: shared NZ choices in IZ

    Currently, the Display Logic settings are limited to IZ resources only; they do not allow choices for resources that are shared from the NZ among several institutions.

    For example, my library offers unmediated CCC document delivery for certain Wiley titles we don't subscribe to. So when I set the display logic rule, it should be "Hide service Full Text with Electronic collection = CCC Get It Now Wiley if exists service Full Text with Electronic collection = Wiley Online Library." However, because the Wiley Online Library ecollection is shared in the NZ for my consortium, it will not appear as…

    197 votes
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  9. Copy PO Line Prices to Item Replacement Cost

    Add a new configuration parameter to automatically copy the physical one time PO line price to the item Replacement cost. If the PO line's currency is different than the institution's default currency, the amount is exchanged and copied to the item (with no currency). The possibility (for an operator, a job or an API) to update or remove the amount in the Replacement cost should remain. Customers should be free to activate or not this configuration (true/false parameter).

    196 votes
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  10. Ability to find bib records with attached PO lines but no inventory

    Problem:
    It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.

    Use Case:
    The ability to find bibs with only PO lines attached is necessary in order to keep the database…

    190 votes
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    Dear community, 

    Thank you for raising this idea.


    I would like to better understand the use case here:

    1 How often such check is done? if this is a "cleanup" that is done once in a few month, for example, perhaps an analytics report would be sufficient?

    2 In the description you wrote about the "has inventory" index. Can you give more details, why it is not useful for the described use case?


    Thanks,

    Tamar Fuches

    Alma product team

  11. "Maximum renewal date" should be viewable on Alma

    "Maximum renewal date" should be viewable not only Primo, but Alma. Patron can see his/her "Maximum renewal date" by him/herself, but staff can NOT check it.

    192 votes
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  12. No Auto-Send of Activity Report Letter

    The Activity Report letter automatically tries to send when “Renew Selected” and “Renew All” are selected in Alma Patron Services. This is problematic for a few reasons:

    1. The letter is triggered even when the letter is disabled in Letter Activity configuration. It generates a ‘fail’ message for staff.

    2. The letter slows down processes dramatically depending on how many loans are attached to the account.

    3. A workaround is to use the letter opt-out functionality, but we'd have to continually update all of our users with the opt-out in order for this to work well for us.

    I would like to see…

    188 votes
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  13. More easily edit/delete POL templates

    We would like to be able to more easily update our POL templates. As far as I can tell, you need to create a new order, make adjustments in the POL, and then Save As Template - overwriting the old template. There should be an easier process.

    186 votes
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  14. Add more fields to the Update PO lines information & Update POLs Advanced jobs

    All fields of the POL should be something that can be updated by job.
    Some specific fields that it would be really helpful to have in the Update PO Lines Information or Update PO Lines Information Advanced jobs are:
    Subscription from/to dates
    Renewal date
    Cancellation Restriction checkbox & Cancellation Restriction Note
    While it might be possible to update these fields via the APIs, the permissions and skill level needed to use the APIs is much higher than to run jobs.

    186 votes
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  15. Please add more fields to the 'Receiving Items List'

    Acquisitions --> Receive --> Continuous (orders) --> Manage Items

    We would be happy to have additional fields in the 'Received Items List':
    - Internal note 1
    - Internal note 2
    - Internal note 3
    - Public note

    Our colleagues in the Serials Department use Item Notes to document vendor responses (of reminded issues) or for notes that only concern individual issues. Having these information already displayed in the list without additional clicks would make their daily work much easier.
    Since display in the "Manage Items" list is configurable, each customer can decide for herself/himself which fields she/he would like to…

    182 votes
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  16. Add the ability to batch change the expiry date of items on the hold shelf

    It can be useful to manipulate the Expiry date of items on the hold shelf. However you have to do this per item. It would be good to be able to batch update all items due to expire in a given period to a new value.

    176 votes
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  17. New role for Manage Import Profiles

    Currently users must have a Cat Admin role or Gen Sys Admin role to be able to Manage Import Profiles (change/add profiles). This also gives them access to the Configuration area of Alma. There should be a role to permit users to Manage Import Profiles that does NOT also give them access to the Alma configuration area. Access to the Alma configuration menu should be separate from the ability to Manage Import Profiles.

    178 votes
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  18. Allow batch deletion of user notes

    It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.

    There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…

    177 votes
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  19. May release : deletion of empty holdings.

    Dear all
    the May release introduced a change concerning the deletion of empty holdings:

    The 'Delete Holdings' link in the 'List of Holdings' page, which was formerly visible to users with the 'Physical Inventory Operator' role, is now visible only to users who have the 'Physical Inventory Operator Extended' role.

    This change is a problem because not all the operators can have the physical Inventory Operator Extended role: this role allows operators to delete copies and it is quite dangerous.
    It would be better for us that operators with the physical inventory role keep the permission to move copies from…

    177 votes
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  20. Job for copying the configuration from the production environment into the Standard Sandbox

    Making testing and training in an Alma Standard Sandbox based on Ex Libris provided configuration is very difficult since this configuration may be very different from the one in the customer's production environment.

    Currently Ex Libris is offering two types of Sandboxes for Alma:
    (1) "Standard" - by default included in Alma subscription pricing. This sandbox contains Ex Libris provided data and configuration
    (2) "Premium" – for addition subscription fee – this sandbox includes a full copy of the customer's data and configuration

    Refresh of the Alma sandbox environment is possible up to once a quarter, upon request. In the…

    176 votes
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    5 comments  ·  Other  ·  Admin →
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