AdminMoshe Shechter
(Alma Senior Product Manager, Ex Libris)
My feedback
83 results found
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53 votes
An error occurred while saving the comment An error occurred while saving the comment Hi,
Ex Libris has been in contact with NLM some time ago regarding the possibility of setting up an integration with DOCLINE. Following the launch of DOCLINE 6 we have re-asked the question. NLM answer is quoted below.
"DOCLINE 6 was launched for requesting this spring, with basic features for interlibrary loan. Development continues to be focused on restoration of features or functionality that were available to users in the previous version. While we can confirm that APIs are planned for the future, there is no additional information at this time. We will reach out to those who expressed interest in DOCLINE integration when APIs are on the schedule for development."
We will continue to monitor the development of DOCLINE, and be happy to work on integrations as soon as that becomes an option.
Thank you,
Moshe Shechter
Alma Product Manager -
146 votes
An error occurred while saving the comment The fulfillment unit may be set up with a policy for requesting available items, see https://www.screencast.com/t/ghrpyOwVOW, for example allowing requesting only for pickup in another campus.
It is possible to override that for specific user groups. This can be done by using the On Shelf Request Policy on the request Terms of Use, see https://www.screencast.com/t/2s1obeNI. This way, you can allow specific user groups to request regardless of the fact that the item is on shelf.
Does that match what you are looking to implement ?
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248 votes
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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50 votes
An error occurred while saving the comment Hi,
Are you referring to the Public/Staff options in column 2 ? These refer to the types that are split in the tabs of the User Management list, see https://www.screencast.com/t/XUeQgJkg. They affect any user group.
Can you please elaborate ?
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18 votes
An error occurred while saving the comment Interesting thought. What type of checks are you envisioning this utility doing ? Are you thinking about the borrower side or the lender side ?
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36 votes
An error occurred while saving the comment The Contact Information Pop-Up configuration enables configuring whicxh elements of the user record appear in the contact card. The user group is one of them - https://www.screencast.com/t/QEvghfeIpoH.
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87 votes
An error occurred while saving the comment Hi,
Can you elaborate on why you would need to keep blocked user records even if they have no fines or active loans ?
Thanks,
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79 votes
An error occurred while saving the comment Hi,
How is metadata exported to NLM today ?
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24 votes
An error occurred while saving the comment Hi,
What would be the functional implication of the parameter ? Or would be informational only?
Thanks,
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16 votes
An error occurred while saving the comment If the request is placed in Primo then the display logic rules can be used to hide the resource sharing link based of the existence of the full text link.
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64 votes
An error occurred while saving the comment Hi,
Please see https://www.screencast.com/t/2egKpbKVpy3p. This is a snapshot from https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/050Physical_Fulfillment#Adding_Fulfillment_Policies that describes the user registration rules. More on https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/040Configuring_User_Management/020Roles_and_Registration_Configuration#Configuring_User_Registration_Rules.
An error occurred while saving the comment Hi,
Are you familiar with the 'Expiration Alert Period' policy that can be configured for the User Registration TOU ? You can set an alert period in order to get get alerted when there's an upcoming expiry.
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83 votes
An error occurred while saving the comment If you use a 'No Requesting' On Shelf Request Policy in the FU and set the request policy on the ASRS items to 'Allow for pickup anywhere regardless of availability’' the system should allow you to place requests, and they should bind only to the ASRS items. If that is not your experience, I suggest to open a Salesforce ticket.
An error occurred while saving the comment Hi,
I am not sure I fully understand the requirement but would like to note:
1. The Fulfillment Unit may be set up with 'No Requesting from available holding' instead of 'No Requesting'. That would enable the RS items to be requestable even though there are available items in other locations.
2. In the request terms of use there is a policy ('On Shelf Request Policy') that allows overriding the Fulfillment Unit's on shelf policy for specific items/locations/user groups.
Can you elaborate on the request, and whether the above information is relevant to your inquiry ?
Thanks,
Moshe -
19 votes
An error occurred while saving the comment Hi,
Please note that we're working on replacing the email based export with HTTP API calls, which should solve this type of issue.
Thanks,
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82 votes
An error occurred while saving the comment Hi,
Running the Close Lost Loans job cleans up the loans for which you do not want refunds to take place. You can use this job to routinely remove 'lost and paid' loans. This will have the effect of not refunding their fees if the do get checked in.
Thanks,
Moshe -
29 votes
An error occurred while saving the comment Please note you can use the fulfillment TOUs to prevent or limit the renewals.
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75 votes
An error occurred while saving the comment Hi,
Are the role profiles not helpful for binding a set of roles and being able to apply them in one go ?
Moshe
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16 votes
An error occurred while saving the comment See http://exl-edu.com/01_Alma/Whats_New/2018-05/Create_a_Set_in_Alma_from_an_Alma_Analytics_Report for creating sets based on Analytics reports.
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62 votes
An error occurred while saving the comment Would the solution planned for the 'Payment option on user Fines/Fees tab' idea solve this requirement ?
The plan is that it will be possible to pay from the user Fines and Fees tab of the user form instead of have to leave this screen to the 'Manage Patron Services' screen when having to register a payment.
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114 votes
An error occurred while saving the comment Other than the fulfillment aspect mentioned in the comment below, is this in the context of Analytics ? Are the Statistical Categories not useful for that ?
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34 votes
An error occurred while saving the comment Hi,
The plan for the activation note is to add this note similar to the receiving note that can be added to physical orders, i.e. a persistent note, separate from the general 'notes' tab that allows adding unlimited additional notes.
Is there a functional gap between that and your requirement ? If there is small gap, it may be that we can incorporate it into the the already planned development.
Thanks,
MosheAn error occurred while saving the comment Hi,
Is this the same as the 'Add 'activation note' to purchase order screen for electronic orders' idea ?
Thanks,
Moshe
There's on going contact with NLM. The last inquiry was made on October 2020, and was responded to with - 'We will add you to our vendor list and be in touch as soon as possible.'
We will continue to track the feasibility of this potential integration option.