Skip to content

AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris)

← Have an idea for Ex Libris?

My feedback

76 results found

  1. Fulfillment Configuration Utility for resource sharing

    19 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Alma » Resource Sharing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Interesting thought. What type of checks are you envisioning this utility doing ? Are you thinking about the borrower side or the lender side ?

  2. Adding User Type field

    36 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Alma » Resource Sharing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    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.

    See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/040Configuring_User_Management/080Configuring_User_Information_for_Pop-ups

  3. Purge User Records - allow to keep users with Blocks

    85 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Alma » User Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    Can you elaborate on why you would need to keep blocked user records even if they have no fines or active loans ?

    Thanks,

  4. Alma to DOCLINE OAI-PMH Integration

    88 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Alma » APIs and Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    How is metadata exported to NLM today ?

  5. Adding a Parameter to Partner Record

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 comments  ·  Alma » Resource Sharing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

    What would be the functional implication of the parameter ? Or would be informational only?

    Thanks,

  6. Generate alert when patron places request for print book that is available as an ebook.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Alma » Fulfillment - Requests  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    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.

  7. Display patron account expiration date on manage patron services screen

    64 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Alma » Fulfillment - General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

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

    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.

    See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Fulfillment/080Configuring_Fulfillment/050Physical_Fulfillment#Configuring_Policies)

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Administration/040Configuring_User_Management/020Roles_and_Registration_Configuration#Configuring_User_Registration_Rules

  8. Allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy

    83 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Alma » Fulfillment - Requests  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

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

    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

  9. Make the email that is generated when an ILLiad resource sharing partner exports a request to a third party customizable

    19 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Alma » Resource Sharing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    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,

  10. Allow customization of close_paid_lost_loans parameter

    82 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Alma » Fulfillment - General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    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

  11. Automatic Loan Renewals-needs more options

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    9 comments  ·  Alma » Fulfillment - Loans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Please note you can use the fulfillment TOUs to prevent or limit the renewals.

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

    75 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    12 comments  ·  Alma » User Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

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

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Alma » User Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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.

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

    60 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Alma » Fulfillment - General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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.

  15. Field for academic year in user profile

    112 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Alma » User Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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 ?

  16. Receiving note for electronic resources

    35 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Alma » Acquisitions - General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

  17. Improve performance of Usage areas in Alma

    22 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Alma » Acquisitions - General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

  18. Need item-based request priority

    36 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Alma » Fulfillment - Requests  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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 ?

  19. Print slip option in the Acqisition receive screen

    28 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Alma » Acquisition - Receiving  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) commented  · 

    Hi,

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

    Thanks,
    Moshe

  20. Search more than one POL at a time

    32 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Alma » Acquisitions - General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

1 3

Feedback and Knowledge Base

(thinking…)