Alma
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1106 results found
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Make "Send Query to Patron" option available in other areas of Alma
The Send Query to Patron function found under Fulfillment - Resource Sharing - Borrowing Requests - More actions (on item) is a great tool for notifying patrons within a request without having to cancel the request to send a note. Can this be made available elsewhere in the system (e.g. Pick from Shelf, Patron Requests, Network Activity, etc.) for quick and easy access to the function?
12 votes -
Analytics reports by journal title for resource sharing borrowing requests
Our subject librarians have requested that they would like to be able to run reports in Alma Analytics by journal title for resource sharing borrowing requests. When title is selected in Analytics, it only provides the article title but we would like the journal title. Is this possible already or is it something that is planned for inclusion in future?
200 votesAs part of the November release the Journal Title field was added to the following locations:
Borrowing Requests > Borrowing Request Details
Lending Requests > Lending Request Details -
Anonymize loans and request older than X
Hi there,
We need to access the recent history of patron loans and requests. For example, when a patron returns an item and there is damage found afterwards or something is missing, we contact the last patron to know what happened.
This way we can resolve about 80% of such cases.But by law, we are bound to anonymize loans and requests older than a year. We don't have this possibility in Alma.
It would be great to add a parameter in the configuration interface in order to anonymize all loans or requests completed before [date].
2 votesPlease note the ‘Loan Anonymization Rules’ configuration option, found under the Fulfillment Configuration. This option allows to set under what conditions loans will be anonymized, including the ‘Days Since Loan Ended’ or the ‘Number of Loans to Retain’.
These rules are especially required for loans, in order to be able to retain history information that is required for inventory management, for example if item is lost ordamaged. The rules are less of an issue for requests history.
Thanks,
Moshe -
Searching/Connecting Barcodes from other Institutions (Consortium)
In a Consortium, it is currently not possible to look up an item from another institution zone with its barcode in Alma. It's also not possible to connect the fee to an item from another institution zone, based on this same architecture issue.
We would like to have the possibility to search for items from other institutions to, among other things, place request on them on behalf of a patron directly in Alma - therefore this Idea goes along with https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/17887696-initiate-consortium-fulfillment-requests-for-items
Thank you!162 votes -
Purchase request : add a new field for the url
In our University, we would need an additional field into the Purchase Request for the url : it would help to confirm the identification of the document.
0 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Add Requester Name and Requester's ID on Pick up from Shelf export list
Add Requester Name and Requester ID on Pick up from Shelf export list.
24 votes -
Remove option to 'Renew' offered in a "Due Loans Letter" generated by a patron request.
Option to Renew is confusing to patrons who are denied when they try to renew a recalled item. Better not to offer, or appear to offer, it in a recall generated by a patron request.
1 voteHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Maintain patron information with missing items
When a patron places a request for an in place item, but the item is not located, we toggle the missing status for the item. This disconnects it from the patron record. It needs to remain attached so when the item is located it can still be held for the patron.
39 votes -
Digitization Requests - remove 'next step' from process
When managing Digitization Requests after 'Scan In', there is an obligatory 'Next Step' which has to be selected before getting the option to 'Attach documents' (and get the status from 'Digitization' to 'Document delivery'). Is it possible to remove this 'next step' from the Digitization process?
99 votes -
Block expired patrons from placing resource sharing requests in Primo
There should be an easy way to block patrons with expired Alma accounts from placing resource sharing requests in Primo. We shouldn't have to run a script as a work-around.
Currently, there is no way to tell Alma that expired patrons cannot place resource sharing requests in Primo. Expired patrons in Alma can place resource sharing requests, even though they are unable to checkout the material. This makes for very unhappy patrons.
101 votesThe February 2017 Release includes this idea. For more details please see here:
http://knowledge.exlibrisgroup.com/Alma/Release_Notes/0099_2017/110_February_2017/Alma_February_2017_Release_Notes/04Fulfillment_-_February_2017_Enhancements#Additional_Fulfillment_Enhancements
where the new check_for_expired_account, parameter is described -
Option to add user details to Pick from Shelf & in export list
For institutions that manage requests differently depending on User Group or other values in the user record, it would be useful to have this info displayed with the rest of the request data in a pick from shelf list. Alternatively it would be useful to have this data in the export list so that staff managing these requests have this additional data to hand.
30 votes -
Make it possible to mark items as "unavailable"
Please make it possible to mark items as "unavailable". This marking can be used in two situations: when an item or a set of items becomes temporarily unavailable to readers, and when items are withdrawn permanently.
Marking should be both manual and by running the job "Change Physical items information".
Ex Libris' advice to use a process is inappropriate because neither a process nor a process-related request is required in these cases.102 votesDear colleagues,
Thank you for raising this idea.
This idea is related to another one - https://ideas.exlibrisgroup.com/forums/308173/suggestions/48370850, which was part of the CERV cycle in 2025, but did not make it to the final list.
During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:
Option 1: New dedicated process type
- It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
- Items marked as "unavailable" will be considered as "not in place"
- The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules
Option 2: Mark a location as "unavailable"
- It will be possible to mark a location as "unavailable"
- All items in this location will be considered as "not in place"
- The…
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Show Pickup location in the tables "Requests" and "Loans" in Patron Services
It would be helpful ig the information “Pickup location” could be added as a column in the tables “Requests” and “Loans” in the “Patron services” in order to see the destination chosen by the Patron. Furthermore, the "Pickup location" should be displayed in Primo in the patron’s account - also in the "Loans" not only in the "Requests".
326 votesThe 'loaned at' location is displayed in the new Manage Patron Services loan list. The requests' pickup location is displayed in the details pane of the new Manage Patron Services requests list.
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Alternative Call Number in Manage Patron Services-Requests
In Manage Patron Services, tab Requests, we can’t display or add Alternative Call Number.
For us is important the visibility of this field due to it’s our location system.
We would like this field to be displayed.Thanks!
129 votes -
Add a tab "re-loan" to Patron Services to return and re-loan items in one step
An additional tab (e.g. "re-loan" or "Wiederausleihe" in German) would be a valuable improvement to the Patron Services page.
The goal of this tab is the returning and re-loaning of an item to the patron in one step, with a pop-up warning if there are requests present in the request queue.
The option of a re-loan tab would be a big help in cases where large amounts of items are reloaned to the same person when the items reach the maximum amount of renewals. The additional tab would make the process easier, less error-prone and especially faster.181 votes -
Enable configuration of character limits in mandatory fields for request forms to prevent blank spaces on mandatory fields
We have had issues with users submitting blank details in request forms. Specifically Home address, which we need if we are to deliver items to them.
For privacy reasons we do not hold patrons addresses in the system and ask for them as part of the request form.
Even if we set the field as mandatory users can enter a space and still submit the form.
We would like to be able to configure character limits or character minimums for mandatory fields.
For example for post code we know these should always be 4 characters and would want to reject…1 vote -
Supply more accurate cancellation reason when Requests – Handle Expiration Step automatically cancels booking requests
If a booking request releases its release time before staff have had a chance to pull the item, I believe Alma's default behavior is for the Requests – Handle Expiration job to assign Missing status and to send a FulCancelRequestLetter stating that the "Requested material could not be located". This causes patrons, who sometimes pick same day booking release dates, to think we've lost their requested items. A better cancellation reason would be BookingReleaseTimePassed/Booking request passed its release time.
3 votes -
Anonymize resource sharing requests when rejected by last partner in rota
A borrowing request that is rejected by partner is considered as a completed resource sharing request, and therefore is included in the anonymization job that deletes user information in a RS requests (Fulfillment job > Anonymize resource sharing requests). This causes several problems for how the BIBSYS Consortium handles resource sharing:
1) A borrowing request that is rejected by partner is not considered as complete in the way the consortium handles resource sharing. Even when the last partner in the rota rejects the request, we still want the borrowing request to be active. If no partner…
3 votesHi,
The March 2018 release includes new options for resource sharing – you can choose whether a resource sharing request will remain in an active status even if it has been rejected by the resource sharing partner. See here for more details: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/10_March_2018/Alma_March_2018_Release_Notes/05Resource_Sharing_-_March_2018_Enhancements#Workflow_Options_for_Rejected_Resource_Sharing_Requests.
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Display new Library Review request in the Task List
Hello, I am a new customer so this may already be possible... but it would be a great help if whenever a new Library Review is requested to be able to quickly see it in the task list.
It would also handy if you could run a report of all completed reviews. Thanks3 votes -
Allow booking requests only on the quarter hour and half hour
If your booking resolution policies are set to "Minute", users can select any minute in the hour as a start and end time. We would like a configuration option that allows us to limit booking request start and end times to just the quarter hour and half hour.
7 votes
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