Alma

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  1. Need a way to retrieve HOLDINGS where there are no ITEMS associated with the holding

    Currently, there is no good way in either Advanced Repository search or Analytics to retrieve Holdings records that do not have items attached. The "has no inventory" indexing only returns bibs with no holdings, not holdings with no items. In order to have the holdings fields exposed to the Repository Search, you must select either Physical Title or Physical Item, which then only looks at records where there is an associated item record.

    The same seems to be true in analytics. I can create an analysis using the Titles table and filter to "Number of Physical Items (All) = 0",…

    111 votes
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      2 comments  ·  Analytics  ·  Admin →
    • Approved Purchase Requests should NOT appear in My Task List

      The purpose of the My Task List is to highlight and provide easy access to Tasks which are awaiting processing. Only InReview and new, unprocessed Purchase Requests should appear in the Task List.

      Ex Libris Response: "After the request is approved (or rejected), it is moved automatically to the Unassigned tab (thus, populating the Tasks list) for reference purposes. Users with the Selector - Extended role can delete requests (e.g. from the Unassigned tab), this updating the counter in the Tasks list."

      We maintain that this is a bug, not an enhancement request -- Ex Libris has not yet completed…

      28 votes
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      • Possibility to configure that a patron can login into his/her account in Primo AFTER expiration date, to view open fees / fines and or loans

        Currently a patron whose expiration date has passed is not able to log into his/her Primo account. The patron can neither see open fines/fees nor loans.

        We suggest:
        * institution-wide option to allow or permit users read-only-access to there Primo accound after patron’s expiry date (in Alma)
        * user manager role not necessary to do any changes in role expiration dates.
        * no additional functionality outside Alma needed that uses the API to achieve the goal.

        33 votes
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        • Configuring different sender e-mail addresses (SMPT-envelope-from) for one letter-type

          For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

          Actual situation in Alma:
          When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
          When an E-Mail is…

          96 votes
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            0 comments  ·  Other  ·  Admin →
          • Show a confirmation/warning about completing a lending request when using scan in items

            It would be a good enhancement to get a warning or a confirmation that a request is about to be set to completed, when we scan in an item that is currently in a resource sharing process. Because we use RFID, we have had multiple occurences of scanning in a document that already has the status Shipped Physically again by mistake, only to have the lending request irreversibly set to Request Completed, without the item ever being received by the Borrowing library. This means we have to contact the owning library and ask them to resubmit the request.

            When using…

            111 votes
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            • Returning items from the patron services - return tab of the wrong patron

              If a book loaned from a patron it has returned through Patron services - Return Tab of a wrong patron, Alma does not block the action. The system send return email receipt to the wrong patron who did not loan the book.
              The system should stop the action as the operator, for mistake, has returned the book from the patron services of a patron who did not loan the item.

              51 votes
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                3 comments  ·  Fulfillment  ·  Admin →
              • Add a print test page option to printer action menu

                It would be great to have a simple way to test Alma printers, rather than having to go through a workflow to print something out. I think a good place for this would be on the action menu for each printer.

                27 votes
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                  1 comment  ·  Fulfillment  ·  Admin →
                • Add API call to fetch all holdings and items associated with one bib record (MMSid)

                  It would be great to have a single API call to fetch all holdings and items related to an MMS id, which would return all this data in one big XML file. The way it works now, if you want to get, say, all of the barcodes for all items associated with a single MMS id, you have to do an api call for every holding record. So if you have a bib that has one item in 6 different locations, you have to do 6 API calls.

                  24 votes
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                  • Initiate consortium fulfillment requests for items in another institution from Alma

                    In our consortium, we would like to be able to place requests for items in other institutions on behalf of our patrons in Alma.

                    Scenario: a patron (dean, faculty member, etc) calls the circulation desk asking if an item is owned by the library. Circ operator searches Alma and finds the item in a consortium library. Circ operator SHOULD be able to request item in Alma from the patron's record. Right now, circ operator has to tell the patron to search Primo and request on his or her own.

                    75 votes
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                    • "Request" link when you have ordered a physical book

                      When you have ordered a physical book (one time order) it would be very helpful to get a Request link available on the Purchase order lines in Review page.

                      Then you could place a request more quickly. You don't have to search for the book again.

                      24 votes
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                        1 comment  ·  Acquisitions  ·  Admin →
                      • Purchase Requests API

                        A Purchase Request API is needed. This would allow the library to seamlessly integrate with internal systems.

                        From Francois Renaville: "We asked for this in May 2016 and were told in July 2016 (case 00222634 - API for Purchase Requests?) 'that API for purchase requests is on the Alma road map for 2017. Currently, there is no release date.' No news since then."

                        15 votes
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                        • Embargoed resources displaying in Primo

                          Currently records from within an embargo period are discover-able to end-users via Primo.
                          The user then thinks we have access to the records and selects it only to be presented with No full text available.
                          Embargoed records are outside of our coverage range and should not display in our discovery interface.

                          11 votes
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                            1 comment  ·  Other  ·  Admin →
                          • Vendor contacts need phone extension added

                            When adding a new contact to the vendor location, there could be numerous people using the same base number, but with different extensions. Can you add a space to allow entering the extension?

                            15 votes
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                            • Add "Request" as a block option in Block Preferences

                              Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.

                              For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
                              i.e.
                              Patron overdue limits has exceeded
                              Patron overdue recall limit exceeded

                              However, the only options on what patron services blocked are Loan and Renewal.
                              Requests should also be added to the options so that overdues can immediately block a…

                              56 votes
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                                1 comment  ·  Fulfillment  ·  Admin →
                              • Suggestion for Increase of Shared Dimensions Between Subject Areas in Analytics

                                We have donors who require reports on how we are spending their endowment funding. These reports include Fund Transaction data, Bibliographic Details, and Holding Details. The idea is that the donor should be able to locate any item within our library that we have purchased on their funds. Unfortunately, Holding Details lies within the Physical Items subject area, and currently is not a shared dimension in the Funds Expenditure subject area. Holding Details (such as in the case of Call Numbers) are closely linked in usefulness with Bibliographic Details.

                                My suggestion, therefore, is that ExLibris please add Holdings Details as…

                                20 votes
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                                  0 comments  ·  Analytics  ·  Admin →
                                • Fulfillment Network/Consortium - See loans (items) from other institutions in patron's home Alma

                                  We need to be able to see ALL of a patron's active loans - including those items borrowed from a consortium partner - in the patron's home Alma. So if I have books checked out from my own library and 2 other libraries, they would all show up in MY Alma record.

                                  19 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • Boolean search

                                    In advanced repository search: add the 'NOT' functionality in the drop down menu.

                                    170 votes
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                                    • Add Material Type Mapping to Physical Inventory Import Profile

                                      As a Copy-Cataloger I receive batch files of bibliographic records with physical inventory from a variety of vendors and some of these vendors send a variety of formats in the same file. These files contain bibliographic records with a material type of Book, Map, DVD-ROM, Issue, etc. With our current Import Profile that we use, the Library field, Location field, Barcode field, and Item policy field can be mapped with MARC21 local field. But this is not possible for Material type. So when we import this large file with multiple material types they are being imported with the Material type…

                                      13 votes
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                                      • Add a view option for Attachments.

                                        Currently if you want to view an attachment (e.g. licence attachment, POL-attachment, etc) you have to download it to your computer. This is very annoying if you just want to have a quick glance at it as your are constantly cleaning out your downloads folder.
                                        It would be really great if there were a view option which either showed the document in a pop-up or opened it in another tab of your browser.

                                        33 votes
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                                        • Allow "declared lost" items that are deleted to have a different status than "Missing"

                                          Currently, when a "declared lost" item is deleted from a patron record, the status changes to "missing," which is fairly misleading as to what the true status of the item is. It would be nice if there were an option to have a status of "Lost and Paid," or something to that effect, so that it is easily distinguishable from regular missing items.

                                          25 votes
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                                            0 comments  ·  Fulfillment  ·  Admin →
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