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AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris)

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  1. Improve performance of Usage areas in Alma

    20 votes
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    1 comment  ·  Alma » Acquisitions - General  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    I suggest to open a SF ticket regarding the slowness of the Usage pages.

    Thanks,
    Moshe

  2. Add more flexibility in Request TOU Pickup Locations policy

    202 votes
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    14 comments  ·  Alma » Fulfillment - Requests  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    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

  3. Need item-based request priority

    36 votes
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    4 comments  ·  Alma » Fulfillment - Requests  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    What happens if you configure the lower priority copies to be at a Fulfillment Unit that allows requesting only non available copies (the FU's 'On Shelf Request Policy' attribute) ? Would that not achieve the purpose of having the FU's copies be selected only if other copies are not available ?

  4. Print slip option in the Acqisition receive screen

    28 votes
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    3 comments  ·  Alma » Acquisition - Receiving  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Can you elaborate on the purpose of having these slips printed ?

    Thanks,
    Moshe

  5. Search more than one POL at a time

    32 votes
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    1 comment  ·  Alma » Acquisitions - General  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    I am not sure I understand - what do you mean by 'search for more than one POL' ? What about the current search option does not match your requirement ?

    Thanks,
    Moshe

  6. When Creating Borrowing Requests Check for Duplicates with previous completed and cancelled requests

    19 votes
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    2 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    What would be the purpose of this flagging ? What workflow would it trigger ?

    Thanks,
    Moshe

  7. Allow barcode search for a course reserve citation

    20 votes
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    3 comments  ·  Alma » Fulfillment - General  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Please note you can search for physical items by barcode, and then view the attached courses via the Other Details tab

  8. Check out an item to a visiting patron's account at their home institution. Direct Pick-up Resource Sharing

    72 votes
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    2 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    The fulfillment network allows exactly this type of functionality. A user can walk into any library in the network and check out an item using her home library's patron ID. The process works by the system automatically creating a patron account at the lending library. The patron account is linked to to the patron account of the home library, so that updated to the patron account at the home library automatically happen also at the host library.

    This process gives the lending library control over the lent items. The loan is registered at the owning library, which can control its terms of use, track the loan status, manage the courtesy and overdue notices etc.

    See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/020Circulation_Desk_Operations/030Fulfillment_Networks

    Thanks,
    Moshe

  9. Completed Requests - Searchable Fields

    29 votes
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    2 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Searching completed requests by external ID is possible, see https://www.screencast.com/t/FrIbO9m1H6G. Also, once a search has been done, the facets show up, allowing to facet by partner.

    Moshe

  10. RS partners search enhancement proposal

    39 votes
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    2 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Note that the users selection (for example for Name search) remains sticky throughout the session.

  11. Make the focus and displayed function configurable

    18 votes
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    1 comment  ·  Alma » Fulfillment - General  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    The order of the services is designed to highlight a 'preferred' service on the right, with a 'Cancel' action next to it, and then less preferred actions further to the left. This is a general new UI design. With this in mind, the digital services have been considered the preferred services.

    That said, the list of services that shows up should include only services that are available for this user for this record. Thus, if digitization is not a valid service, it is not expected to be found on the list. If this is not your experience, there may be some defect that needs to be fixed.

    Thanks,
    Moshe Shechter

  12. Enable/disable letter activity at the Library Level

    27 votes
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    5 comments  ·  Alma » Fulfillment - General  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Are you familiar with the "How to prevent printing specific slips and notifications at specific locations" article ?
    It is at https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_prevent_printing_specific_slips_and_notifications_at_specific_locations and may be of some help.

    Thanks,
    Moshe

  13. Model the Course/Reading List association as a many-to-many relationship

    26 votes
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    1 comment  ·  Alma » Other  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Would using the option to assign multiple searchable IDs (codes) to the same course help ?

    Moshe
    Alma Product Manager

  14. Resource sharing form customization

    39 votes
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    5 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Does the Alma CSS configuration not supply the required options ?

  15. Customize display of fields in Alma Article request form

    53 votes
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    4 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    No, customization of the form will not be part of the new UI.

    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Are you referring to the Alma form ? The Primo form is configurable - see http://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Fulfillment/080Configuring_Fulfillment/100Discovery_Interface_Display_Logic#Customizing_Primo_Resource_Sharing_Forms

    Moshe

  16. DIfferent cancellation letters for ILL requests and hold requests

    26 votes
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    2 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    I can suggest suppressing the cancellation letter based on the owner of the request (the resource sharing library) or some other attribute in the letter XML.

    Please refer to the below article for information on how to suppress letters based on specific information in the letter XML.

    https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_prevent_printing_specific_slips_and_notifications_at_specific_locations_%3F.

    Moshe

  17. Renewing resource sharing requests

    35 votes
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    2 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Are you using the 'Renew' option in the borrowing request task list ? That should automatically update also the loan's due date, without requiring a manual change.

    Moshe

  18. We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them o

    65 votes
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    1 comment  ·  Alma » Fulfillment - General  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Are you familiar with the Alma Course Loader ? This loader allows bulk deletion of courses, including their reading lists, based on an input file containing course codes. Please see https://knowledge.exlibrisgroup.com/Leganto/Product_Documentation/Leganto_Administration_Guide/Configuring_Leganto_Integration_Profiles/Configuring_Course_Loading.

    In addition, APIs can be used to process courses and reading lists. Simple scripts may be written to delete a list of courses, see https://developers.exlibrisgroup.com/alma/apis/courses/DELETE/gwPcGly021pX8N42Hi9+i0T+CaoZDW6pD1tdxztmofc=/25ede018-da5d-4780-8fda-a8e5d103faba

    Lists of courses may be extracted from Analytics, or from the university system.

    Thanks,
    Moshe

    Moshe

  19. Producing the shipping forms by supplier

    80 votes
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    2 comments  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Alma creates a shipping slip at ship time, and a return slip at return time. Do these slips supply the functionality described in this idea ?

    Moshe

  20. Add "Scan In Items" functions to "Return Items" processing

    54 votes
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    4 comments  ·  Alma » Fulfillment - General  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    The Return Items interface is intended to be the place where checked in items are wanded in, and are automatically moved on through their workflow by the system. That means that putting in transit or managing of personal delivery steps should happen in this interface just as it does in the Scan In Items interface. If this is not your experience, I suggest that you submit a case describing what you're seeing.

    Thanks,
    Moshe

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