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AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris)

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  1. 213 votes
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    A solution we're looking into is to make it possible to configurean institutional list of 'Pickup groups'. The pickup groups will appear in the list of options for a Pickup Location policy.

    For example, the institution may define 3 groups:
    * East libraries
    * West Libraries and one east reading room
    * West Libraries and all east reading rooms'

    The 'East libraries' may be defined as:
    * E1 library
    * E2 library

    The 'West Libraries and east1 reading room' may be defined as:
    * W1 library
    * W2 Library
    * E1 reading room

    The pickup groups will appear in the list of options for a Pickup Location policy.

    If an item may be request as per the 'West Libraries and east1 reading room' then all of the pickup locations of this group will appear as selectable options. The pickup location list in the request form will show the libraries in the group.

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    Hi,

    Why can't the library relations be used to limit the delivery options ? Also, the Fulfillment Unit's 'On Shelf Request Policy' can be used to limit requests on available items, for example for pickup in different campus only. Can that not be useful for this requirement ?

    Thanks,
    Moshe

  2. 237 votes
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    We're looking into adding a note type selection for the bulk delete option in the job. It's a useful idea, but it's probably not something we'll be able to implement within the next year

  3. 325 votes
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    We're exploring ways to extend the calendar range to minimize the need for updates every three years

  4. 7 votes
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    Is the Assignment facet not helpful (see attached) ?

  5. 18 votes
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    Note that you can set the system to totally ignore the lender due date, and use your own TOU by using the ignore_lender_due_date parameter. A more sophisticated setup would also use the Item Creation Rules (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/060Resource_Sharing/020Advanced_Resource_Sharing_Configurations#Configuring_Temporary_Item_Creation_Rules ) to create the temporary items in different locations depending on whether the lender has assigned a long due date or a short one, and then use your loan TOUs to set due dates.

    For example - Item creation rules create items with lender due date that is more than 60 days in a 'long loans' location, and items with a due date shorter than that at a 'short loans' location. Then, TOUs assign 30 days loan to the 'short loans' items and 60 days to the 'long loans' . This way, a consistent due date is set to all loans.

  6. 128 votes
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    Can you detail what that assistance is ? What data, if exposed to the staff at the home library, will enable providing that assistance ?

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    Can you share more information about the details of the borrowing history from other institutions that would be required, and how that can help processes at the library ? Could that not be a privancy concern ? How can seeing the request queue of a remote item help the library staff ?

  7. 3 votes
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    Are items in work order processing not requestable for you in Primo ? That may be a configuration issue.

  8. 266 votes
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    Dear colleagues,

    Thank you for raising this idea.

    This 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 difference from option 1 is that when an item…
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    Can you not use the 'Change Physical items information' to bulk put all of the items of the location in a work order that is named 'Not Available' (making this text appear also in Primo) ? The job allows also to remove the work order by selecting the 'In Process Type' check box without selecting a process type from the drop down.

  9. 7 votes
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    Are you referring to the 'Overdue Loan notification fine' ? The title is expected to appear, see attached.

  10. 168 votes
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    Can't the history requests be viewed in the requests monitor ?

  11. 181 votes
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    Makes sense ! We should have a 'Run a Job' option to launch a job on a list of items to change the due date of the set's items to a new due date

  12. 6 votes
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    Is the On Shelf Policy 'No requesting' not a good fit ? It is defined -

    If a title has a physical holding at a physical location that is associated with a fulfillment unit for which On shelf request policy is set to No requesting, then any physical holding of that title, regardless of the On shelf request policy setting of the fulfillment unit at its location, is not requestable. This means that other holdings of the title that belong to any fulfillment unit cannot be requested (for instance, by patrons through Primo). To avoid this scenario, On shelf request policy should instead be set to No requesting from available holdings
    (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Fulfillment_Infrastructure/Configuring_Physical_Fulfillment)

  13. 65 votes
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    You may want to take a look at the On Shelf Policy option "No requesting from available holding". Tis option means that no item under the BIB record can be requested when in all holding records there is an item available on shelf but if in any holding there is no item on shelf, the request is possible and will be attached to one of the items under this holding.

  14. 1 vote
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    Are you familiar with the Restricting Users for Editing (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/040Configuring_User_Management/020Roles_and_Registration_Configuration#Restricting_Users_for_Editing) option ? You may be able to set up the User Manager role in the Users Restricted for Editing table, and then create the user manager accounts that you want to limit with a “Can’t edit restricted users” attribute. These users will not be able to update any user manager’s account, including not their own.

  15. 83 votes
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    Have you tried to have also the 'User List View' privilege removed ? It should remove the users search option

  16. 25 votes
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  17. 25 votes
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    Is this not addressed by the new UI's labels and notes indication (attached) ?

  18. 0 votes
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    Does not the 'Item has not been received by Acquisitions Department' block preference cover that ? See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/Configuring_Loans

  19. 6 votes
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    Is this in the context of resource sharing, or regular requests ? Can you elaborate on the expected workflow ?

  20. 59 votes
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