AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris)
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98 results found
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216 votes
Hi,
It will be possible to configure the system (with a utomatic renew rule output parameter to say whether to send an email to the patron when renewal takes place.
If emails are sent, they will be sent in an aggregated manner (single notice for all renewed loans)
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426 votes
An error occurred while saving the comment When changing the expiry date of an item on the hold shelf, an optional email will be sent to the requesting patron. This opt-in feature is planned to be released in the November 2024 release
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3 votesAdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) shared this idea ·
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14 votes
An error occurred while saving the comment 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.
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3 votes
An error occurred while saving the comment Are you referring to the 'Overdue Loan notification fine' ? The title is expected to appear, see attached.
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259 votes
An error occurred while saving the comment So, would a solution such as the below do the trick ?
Alma will have a scheduled job that will send letters every day at a specific time, with a warning for users about to expire, i.e. have a user account that has a nearing expiry date. The library will be able to set up the amount of days before expiration and if the letter should be sent to all users or to specific user groups.
An error occurred while saving the comment Hi,
There is indeed no built in job for that, but there is a way to achieve this functionality.
1. Define an Analytics report with number of days before expiry
2. Use the report to create a set (see https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Create_Users_Set_for_expired_patrons_based_on_Analytics)
3. Configure the notice you wan to send , see https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/040Configuring_User_Management/070Configuring_User_Notification_Types
4. Use the 'Update/Notify users' job to send the notice to the users in the set.
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229 votes
An error occurred while saving the comment The current override options allow only overriding:
* On Shelf Request Policy
* Copy is already requestedMy understanding is that this request is for a button on the request form that should enable staff to override the requestability/limit hold policies. Clicking the button should enable submitting the request while overlooking the preventing policy.
The same should be possible also for booking requestsAn error occurred while saving the comment The Override On Shelf Request Policy button in the Alma request form should enable you to request an available item that should otherwise not be requestable becasue it is on shelf. See https://www.screencast.com/t/dAQg6Gy7cG
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316 votes
An error occurred while saving the comment Does 'pickup location' in the context of loans actually mean 'the circulation desk where the loan has been done' ?
An error occurred while saving the comment Can you elaborate on why pickup location is required for loans ?
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363 votes
Additional 10 closed fee statuses will be mapped in a code table. Libraries will be able to change their description. Fees with any of these statuses will be considered closed for all purposes.
The same types will be used also for transaction types.
When an import from bursar is processed, each fee may optionally include a code of the status to which the fee will change.
An error occurred while saving the comment Would a solution such as the below work for you ?
Additional 10 closed fee statuses will be mapped in a code table. Libraries will be able to change their description. Fees with any of these statuses will be considered closed for all purposes.
The same types will be used also for transaction types.
When an import from bursar is processed, each fee may optionally include a code of the status to which the fee will change.An error occurred while saving the comment Yes, that is the idea.
An error occurred while saving the comment Definitely makes sense ! I think a good approach would be a configurable code table of 10 fee statuses/transaction types that can be activated and customized by the institution. These statuses will be considered closed, but will appear with the description customized by the institution
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154 votes
An error occurred while saving the comment We would like to look into this option after the new Circulation Desk UI (https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Workflow_Simplification#Circulation_Desk_Redesign) is rolled out.
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159 votes
An error occurred while saving the comment Can't the history requests be viewed in the requests monitor ?
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171 votes
An error occurred while saving the comment Of course ! It is already possible to convert a resource sharing request to a purchase request. The reverse should also be possible.
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171 votes
An error occurred while saving the comment 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
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281 votes
An error occurred while saving the comment This may be rather complicated. There is no standard ISO message that would support communicating a recall cancellation between borrower and lender
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230 votes
An error occurred while saving the comment So, I guess we want it to be possible to configure a warning that pops up when the Change Due Date is used on a recalled loan and that the warning should be overridable. When doing Change Due Date on multiple items, if this block is configured then the pop up will notify that some of the loans are recalled and allow to choose action.
An error occurred while saving the comment Can you share more information about when this happens ? The 'Change Due Date' tool does not revert the loan status, and the Renew action is indeed blocked. Can you explain in what scenario recalled item reverts back to its initial status ?
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234 votes
An error occurred while saving the comment There are a number of separate ideas packed into this single one. Please split into separate ideas to enable processing each independently.
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6 votes
An error occurred while saving the comment 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) -
44 votes
An error occurred while saving the comment 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.
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1 vote
An error occurred while saving the comment 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.
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79 votes
An error occurred while saving the comment Have you tried to have also the 'User List View' privilege removed ? It should remove the users search option
It will be possible to configure the system (Automatic renew rule output) whether to send a new email to the patron when renewal takes place. If emails are sent, they will be sent in an aggregated manner (single notice for all renewed loans) or separately, depending on the library separation parameter
This is planned to be released in the November 2024 release