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AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris)

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  1. Include an item's total number of checkouts within the item record or physical item editor

    15 votes
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    3 comments  ·  Alma » Resource Management - Physical  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    The specific item count is found on the Other Details tab, see https://www.screencast.com/t/MeldKvSQA.

    Is this about viewing title level information ?

  2. Adding notes when rejecting a Resource Sharing partner

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

    Hi,

    Can you elaborate on where rejection works as you expect and where it does not ?

    Thanks,
    Moshe

  3. Update user roles quickly - import the Excel file exported from another user

    75 votes
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    11 comments  ·  Alma » User Management  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Are the role profiles not helpful for binding a set of roles and being able to apply them in one go ?

    Moshe

  4. User edit--add options to "Save" and "Save and Close"

    3 votes
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    1 comment  ·  Alma » User Management  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    When adding an identifier, the identifier is added without having to click 'Save' on the user record.

  5. Separate courtesy notice before max loan period reached

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

    Hi,

    You can set the 'Days before due date' parameter of the auto renew job to give the patrons a longer heads up. For example, setting it to 14 would send a courtesy notice 14 days before the due date. In conjunction with setting the 'Handle loans' parameter to 'Once when due date is within range' will allow renewals to still succeed if they become renewable (for example by block being removed) later.

  6. automate user update job to send user emails ie about to expire

    16 votes
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    2 comments  ·  Alma » User Management  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    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.

  7. Make Manage Fulfillment Activities the same thing as Manage Patron Services

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

    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.

  8. Fixed due date

    11 votes
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    2 comments  ·  Alma » Fulfillment - Loans  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Do you mean to change the due dates of a group of loans after they have been made ? The 'Bulk Change Due Dates ' utility allows you to change the due date of previously made loans from one date to another. It can also be run for specific user groups. Is that what you are trying to achieve ?

    Thanks,
    Moshe

  9. Exact time of Due Date for the loans for hours

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

    Hi,

    Would setting the calendar to the closing time of the Circulation desks (20.30) help ? You could then control the return time of the laptop, while still set 23:59 to be the return time for the longer loans.

    Thanks,

  10. Autocomplete Alma Resource Sharing form with a DOI

    7 votes
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    1 comment  ·  Alma » Resource Sharing  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Please note that when a resource sharing request form for an article is submitted from Alma, Primo, or using the API, if the PMID or DOI is included, additional metadata now automatically augments the request that is eventually sent to the lender. This depends on having the Augmentation Integration Profile set up.

    Thanks,
    Moshe

  11. Please, let the users make a booking, despite there is an available item , when this available item is in another campus.

    1 vote
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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 'On Shelf Policy' options that you can configure on the Fulfillment Unit ? These may be helpful for what you are trying to achieve.

    Moshe

  12. Make "Automatically Print Slip" do what it says

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

    Hi,

    Can you elaborate on what changes have been done in May and November of 2018 that changed the behavior of this radio button ?

    Thanks,
    Moshe

  13. Field for academic year in user profile

    114 votes
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    2 comments  ·  Alma » User Management  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    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 ?

  14. Batch upload (from template) of internal users

    6 votes
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    1 comment  ·  Alma » User Management  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Please note you can use the RESTful API (https://developers.exlibrisgroup.com/alma/apis/docs/users/UE9TVCAvYWxtYXdzL3YxL3VzZXJz/) to create internal users. You can set up your application to read a file and automatically upload it using API calls.

    Thanks,
    Moshe

  15. How about sending or allowing to send e-mails to users that previously booked any material from the library?

    1 vote
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    1 comment  ·  Alma » User Management  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    What's the purpose of such an email ?

    Thanks,
    Moshe

  16. Add support to scan in item screen to allow requests to be satisfied by items in hand

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

    Hi,

    Why not make the high demand items requestable for digitization ?

    Thanks,
    Moshe

  17. Stop POL lines closing from Receiving?

    8 votes
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    10 comments  ·  Alma » Acquisitions - General  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Do you set the invoice Status in the POL to "Partially invoiced" ? That should prevent the POL from closing.

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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    I'm sorry, this is still unclear. You can receive an item and invoice it, and later receive more items and invoice them. When the order is fully received it is closed. Is that not your expectation ?

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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Can you elaborate on this ? Why do you need to delete the invoice and unreceive the item ?

    Thanks,
    Moshe

  18. Receiving note for electronic resources

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

    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,
    Moshe

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

    Hi,

    Is this the same as the 'Add 'activation note' to purchase order screen for electronic orders' idea ?

    Thanks,
    Moshe

  19. Override Resource Sharing Request Limit

    5 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,

    When submitting a request using Alma you get an overridable message, see https://www.screencast.com/t/qB98Oa0t5.

    Is that not your experience ?

    Thanks,
    Moshe

  20. Using "Change expected date" clears filters on "Order lines with claims"

    18 votes
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    2 comments  ·  Alma » Acquisition - PO & POLine  ·  Admin →
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    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    I suggest that you submit a support ticket for this. This should be handled as a support incident.

    Thanks,
    Moshe

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