Alma

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  1. Ability to create a set of holdings records in Alma

    Currently in Alma you can conduct a repository search to create a set of physical titles (bibliographic records) or physical items (item records). Although you can do an Advanced Search of certain data fields in holdings records, there is no functionality to create a set of holdings records.

    (You can create a set of titles or items and run the manual jobs: change physical items or change holdings information. Unfortunately, the set of physical titles include all holdings records linked to the bibliographic records (including holdings records you may not want to change). And you don't always have search criteria…

    72 votes
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    • Extend time before analytics times out

      Whenever I am working on an analytic report, it often takes hours. But after a few minutes, if I do not go back to Alma to do a fake search to refresh its link to analytics, analytics would time out.

      Can you extend the time to at least an hour before analytics times out?

      226 votes
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        7 comments  ·  Analytics  ·  Admin →
      • Delay time between receiving an item and sending email notice to patron

        We would like to be able to configure the amount of time between receiving an item and sending an email notice for pickup to a patron. We receive items in batch and then file them onto the hold shelves in batch. Some time is need between these batch processes.

        Current workarounds include: including text in emails that students might not read or scanning the items through two separate workflows.

        Being able to configure the trigger for the email notice would be much better.

        111 votes
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        • Make more sort fields available in Physical Item Sort Routines

          Functionality wanted:
          Make more sort fields available in the Physical Item Sort Routines, to include all enumeration and chronology fields, as well as receiving date and material type. Retain sort routine selection in all areas of Alma, including when receiving.

          Use case: Currently the limited options available in the Physical Item Sort Routines do not allow for serial items with no volume or number to be displayed in correct chronological order. Instead they sort alphabetically by month. Serial items published daily do not sort in correct chronological order, because the chronology field J is not an option in the Physical…

          85 votes
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          • Configuring External Library names for display in Primo

            In Alma it is already possible to enter external location names for display in Primo. 
We request this option for library names, too. Currently, the configured library name is exposed to the user in the Primo Getit tab as well as to the staff in several places in the Alma user interface, f.ex. the „currently at“ pickup list and the persistent menu. We request the possibility to configure an internal name for display in Alma (for example in abreviated form) and and external name for display in the Primo Get it tab.

            37 votes
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              0 comments  ·  Fulfillment  ·  Admin →
            • Title-level request and item-level request

              Currently it is only possible to configure either item-level-requests OR title-level requests in Alma for Primo . We request the possibility to configure title-level-requests in the terms of use when specific parameters are met, for example when all items are located in a certain location.

              36 votes
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                0 comments  ·  Fulfillment  ·  Admin →
              • Ability to Configure Borrowing Requests Status in Primo

                The status of borrowing requests is displayed in the user's account (MyLibrary) in Primo. The statuses are not very user-friendly as they are the Alma statuses that are meant for staff. For example, "Locate failed" is quite disturbing for a user to see when checking the status of their resource sharing borrowing request.

                We have been told that these values are in a hidden table in Alma and cannot be translated. We would like to be able to configure this table, or be able to map these statuses in a better way.

                48 votes
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                • Physical Holdings should be considered in determining Primo Availabilty.

                  At this time, Alma physical holdings are NOT considered in determining article coverage in Primo search results. The system should be smart enough to recognize physical holding date/coverage. ExLibris should create a look-up tool that will check our physical holdings and offer Get It details so patrons will see that articles are available in print journals that are owned by the library.

                  59 votes
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                  • temporarily unavailable

                    For electronic collections - under the Activation tab for Service temporarily unavailable:

                    Instead of selecting a date to turn the notice on, allow staff to select the date on which the notice will automatically expire, and then on that date, have Alma automatically set the temporarily unavailable button to off and blank out the reason/text box. Also, consider making that text appear in red.

                    Logistically, it makes more sense for the notice to automatically disappear, since there is no mechanism in Alma to remind the staff member that such a notice has been added to an electronic collection. So setting…

                    56 votes
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                    • Implement Just in Time (JIT) SAML provisioning

                      With Just-in-Time provisioning, you can use a SAML assertion to create users on the fly the first time they try to log in. This eliminates the need to create user accounts in advance from a SIS or FTP file download. Only an authenticated user would be created once validated through the login process. JIT provisioning is common in larger systems like SalesForce.

                      32 votes
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                      • Export slips to PDF

                        Currently, Alma only allows exporting slips to Excel or "printing" to an email address. Please *please* add an option to export to PDF, using similar output that gets sent to a printer. Seems like it would be easy to add, and would be immensely useful.

                        Jeremy Kurtz
                        Arizona State University

                        68 votes
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                          1 comment  ·  Other  ·  Admin →
                        • Produce a Publishing Profile for BrowZine

                          The idea is to create a specific publishing profile for sending data to BrowZine on a scheduled basis. The presently used data format (Google Scholar XML with Sources) could be better served as a CSV file for numerous reasons. Additionally, the Publishing Profile should be able to accommodate the scenario of a library's holdings being made up of a combination of NZ and IZ holdings.
                          Please contact john@thirdiron.com for full technical guidelines for the best and most reliable data exporting configuration. Thank you!

                          Note:
                          Over time we have come to understand a number of limitations in the approach suggested here…

                          17 votes
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                          • bursar integration - option to export fine/fee credits even if minimum value > 0

                            Currently in order for fine/fee credits to be exported in the bursar integration, the minimum value must be set to zero, which means Alma will export fines of any amount even if they are very small.
                            We would like to be able to set a minimum value for the fine export, but still export credits. Ideally we'd like a checkbox to tell Alma to apply the minimum value amount to credits as well as to debits. For example if we set the minimum value to $5 and check a box to include credits, Alma would export any fines over $5,…

                            13 votes
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                            • Fulfillment Network - Institutional drop down menu for patron/item

                              Fulfillment Network - find patron/item from another institution: Currently in Alma, when selecting either an item or patron from another institution, the drop down menu is in a random order. There should be a way to change the sorting of that list (alphabetically for example). This menu can be found in the Manage Patron Services, Return Items, and Scan in Items.
                              This carries over to Primo for users placing requests. Both the institution and fulfillment network scopes. The pickup institutions should be listed alphabetically.

                              77 votes
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                                0 comments  ·  Fulfillment  ·  Admin →
                              • Hyperlinking from the Request Queue/Hold Shelf to the Patron Record.

                                When an item is returned in Alma, the screen displays the patron name, which is hyperlinked through to their patron record.

                                I wondered whether this feature could be incorporated into the Active Hold Shelf and/or the Resource Request Monitoring list and/or the Request Queue as well. Currently these pages display the patron name, but the name is not hyperlinked to their record (see examples attached). It would be extremely useful to be able to go directly from the Request Queue to the patron record, or the Active Hold Shelf to the patron record in order to loan the requested item…

                                9 votes
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                                  0 comments  ·  Fulfillment  ·  Admin →
                                • Add Vendor contact details to Analytics

                                  We would like to be able to report on the Vendor contact fields of address, phone and email in Analytics.

                                  26 votes
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                                    2 comments  ·  Analytics  ·  Admin →
                                  • Obligate the user to choose a pick up location in the resource sharing form

                                    On Renouvaud the users could fill in a form to request an article or a book for the Inter Library Loan.

                                    But, they don't read all the form and much of them don't choose a pick up location.

                                    The problem is that if they don't choose one, a "default pick up location" is selected.

                                    We would like that the drop down menu begin not with a pick up location but a little sentence which ask the user to choose a location (see attachments).

                                    Thanks !

                                    49 votes
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                                    • View only electronic inventory role

                                      It would be great to have a role that could view all information related to electronic collections and portfolios but not edit them. This would be helpful for overlap analysis and viewing other details for individuals who should not be able to edit electronic inventory. One use case would be for network zone access for members of a consortium who access but do not maintain consortial resources.

                                      11 votes
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                                      • Model the Course/Reading List association as a many-to-many relationship

                                        We need to be able to affiliate the same reading list with multiple course objects in Alma. Currently, reading lists can only be assigned to a single Alma Course object at a given time. At our university with a complex course timetable structure we need to be able to accommodate complex relationships between cross-listed and "meets with" courses. For these courses, we must accommodate a single course that is offered by multiple departments or at multiple course numbers (e.g., undergraduate and graduate versions of the same course "meet with" each other by sharing a lecture).

                                        For example, our Computer Sciences…

                                        15 votes
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                                          1 comment  ·  Other  ·  Admin →
                                        • Barcode field should be active when "Set Barcodes" opens

                                          When receiving physical items, "Receive and set barcodes" should open the "Set barcodes" dialog box with the barcode field active. This would remove the need to click in the field before scanning in the new barcode.

                                          53 votes
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