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Alma

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1714 results found

  1. Make Alma able to deactivate the security of the RFID tags when lending items from other IZs

    In a network circulation context, Alma cannot currently disable the security of the RFID tag when lending the document from another institution zone (hold shel request on items of other IZs). We would like Alma to be able to deactivate the security of items of other IZs. Currently the deactivation must be done "manually" in a third party software.

    108 votes
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  2. Add Option to Toggle User Record Type

    Add a simple toggle option for a user record to easily switch Record Types between Staff and Public. While there are more complicated ways to deal with it, if a user record is accidentally created and assigned the wrong Record Type there is no easy mechanism to change it, like we can when toggling an account between Internal and External.

    10 votes
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  3. RS Search box

    We would like to perform searches based on two parameters: Title and Requester, so we can identify similar/duplicate requests by the same patron.

    9 votes
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  4. RS Cloud App

    When changing the format of a record using the App, we would like the original Creation Date to be transferred to the History tab of the new record. Currently, the Creation Date is the date the App fixed the format.

    9 votes
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  5. Make address fields one of the searchable fields in user searches

    Addresses on a patron record (at least the preferred address fields) need to be a searchable field in the universal search box on the dashboard.
    We often find a need to on the fly find all the patrons who might come from a particular address.

    3 votes
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    0 comments  ·  User Management  ·  Admin →
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  6. Quick edit "Renew Patron" link should save changes to patron record

    In the patron Quick Edit screen when a patron is due to expire and the "Renew Patron" option appears in the right hand panel, clicking this link current just updates the expiry date for the patron and leaves the screen, but does not save any other changes you make to the patron record as you are updating them.

    This link really needs to either also save the other changes made to the patron record, or just update the expiry date and not take you away from this screen so you can still save your changes.

    1 vote
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  7. Manage EDI Tasks - Addition of Fund Code column

    The addition of a sortable Fund Code column within Manage EDI Tasks would be incredibly useful for us. We use two strands of ordering at our institution, depending on if a title is required for research or teaching. The addition of a fund code column would allow staff to easily identify the EDI Tasks for their area.

    59 votes
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  8. Ability to send an email from User Details - General information although the user is restricted from editing

    Our patrons are restricted from editing. Now with this setting librarians can't send e-mails from the General information - User Details page. It would be helpful to enable sending emails for librarians from the General information - User Details page to all patrons (users restricted from editing and also for non-restricted).

    1 vote
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    0 comments  ·  User Management  ·  Admin →
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  9. Work orders: unnecessary message "cancel requests" when moving an item with work order

    When moving an item that has a work order from a location to another, the cataloguer receives a message "The item is in work order, moving the item will cancel the requests if the item is not requestable in the new location". Most of these messages are not pertinent, and we ask for the possibility to adjust it, so that it only appears when really necessary. It confuses cautious employees who are afraid of unintentionally deleting markers, or it is hardly noticed because too often wrong.

    158 votes
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  10. agree to copyright terms

    Make the agree to copyright terms tick box mandatory when placing a manual resource sharing request.

    0 votes
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    0 comments  ·  Resource Sharing  ·  Admin →
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  11. AFN Loans on library loans webhooks

    We manage home delivery requests. We need to print labels and generate a file of deliveries once a day with all loans.

    Alma did not provide a list of home delivery transactions the same day, you need to wait the next day to generate a Analytics report.

    We have developed a solution that makes a list using Loans Webhooks. Now we are using AFN (Automated Fulfillment Network) in our consortium and those transactions are not published on our Webhook, because books are from other institutions even though the loan was made in our system.
    In order to have all home delivery transactions we need all loans made…

    6 votes
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    0 comments  ·  Webhooks  ·  Admin →
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  12. List of Home Delivery Request to print labels and inform courier company

    We manage a big number of home delivery requests. Alma does not allow you to create a list of loans of home delivery to print labels and send the list to the courier company.

    The only way to do it is the day after by Analytics or developing a custom solution using webhooks and users API, to have it the same day.

    It is necessary to make a list of patrons name, address, zip code, city, telephone and email address to print labels and create a csv file to be imported to the courier company software.

    We can't wait a day to print…

    3 votes
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  13. Consider only the opening days and hours when calculating the transit time

    The Transit Time Rule for Physical Item Requests calculates the transit time in calendar days.
    As a result, days and times when the library is closed are also indicated as estimated delivery times for the requested media.
    These times are also displayed in Primo and thus give users incorrect information.
    Would it be possible to consider only the opening days and hours of the libraries when calculating the transit time?

    8 votes
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  14. Add shortcut to viewing item history

    Many of our staff have trouble remembering how to access an item's history in Alma. It would be nice if a shortcut to that information could be added. I imagine something like an extra tab on the Scan In Items page called Item History - it allows you to enter a barcode and quickly pull up all the info in the Item Changes, Holding Changes, and Fulfillment activities tables but without having to first enter the Physical Item Editor.

    10 votes
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  15. Add Workflow Note to Purchase Request Screen

    At the University of Cumbria, we have configured Leganto questions, and we are using it in combination with a Citation Processing Rule to create a purchase request in Alma.

    When we view the purchase requests in Alma, we see the "Requester note" as we have configured this to display. This works well but we'd also like to see the "Workflow note" as well on the purchase request screen as it contains information about the purchase (e.g. library, number of copies, etc.).

    The idea is for Ex Libris to allow us to enable the display the "Workflow note" on the purchase…

    18 votes
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  16. 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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  17. User Purge should be made AFN aware and not allow the deletion of a user with active transactions or fines/fees at another AFN inst.

    The Alma User Purge job is not AFN-aware. It will allow the deletion of a user record from the user's home institution's IZ even when the user has active transactions or fines/fees at another AFN institution. These "orphaned" linked user records are confusing for both users and library staff and are not a best practice for user record management.

    Examples of the resulting problems we've encountered thus far include:
    1) If the user's home institution performs a purge and then re-loads records, the orphaned linked user records in the other AFN member institutions do not re-connect to the new version…

    123 votes
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  18. Communicate edited AFN request details back to user's library, for inclusion in next ROTA stop.

    In our Automated Fulfillment Network (AFN), we are using the "volume" field in the resource sharing request form as the way users can indicate which volume(s) of a multi-volume set they wish to request from another AFN member institution. These requests are title level requests.

    (I'll note: We are not currently using the "description field" selection option in the request form, since upon last testing, it treated, for example, a "v. 2" as a different item than a "v.2" or a "V. 2" or a "2" when building the rota, and our consortium has too much variability right now in…

    27 votes
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  19. purchase request

    Purchase request - assign to function added to drop down menu or in its own tab (after the currant tabs).

    It would be good to be able to filter purchase requests by assign to function.

    7 votes
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  20. Allow automatic barcode generation in quick cataloguing form from Manage Patron Services

    The quick cataloguing form has a variant depending on whether you access it through Fulfillment > Manage Patron services > loan tab > create item or through Resources > add a physical item.

    In the first case (Fulfillment > Manage Patron services etc.), quick cataloguing is used in the case where a document is presented for loan but does not exist in the database. The barcode is then obligatory for loan, otherwise loan is not possible. The barcode cannot be automatically created.

    In the Resources > add a physical item access to this form, the barcode is not mandatory but…

    3 votes
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