Alma

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  1. Fully receive items through receiving date only

    Currently, if an item with a POL has a receiving date, it is not considered fully received until it has been received under Acquisitions > Receive. Items with a POL and a receiving date that have not been received through the receiving process show up in the task list under Order Lines with Claims > Not fully received. If an item has a receiving date, it should be considered fully received, whether or not it has been through the receiving process.

    3 votes
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    • Bulk Recall by Staff

      Currently in ALMA, an item can only be recalled by request. While we do not allow our patrons to recall items from other patrons, we do, on occasion, need to recall items from patrons for course reserves.

      It appears that there is no way, either with the Scan in Items feature, or by uploading an excel spreadsheet, to indicate by barcode a number of items that need to be recalled, submit the recall, and truncate the due date of the patrons to which those items are currently loaned.

      If we could have a functionality like this that not only recalls…

      1 vote
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        0 comments  ·  Fulfillment  ·  Admin →
      • Authenticated "Authentication note" field

        Make the content of the "authentication note" field (electronic collection editor and portfolio editor) only visible to our legitimate end-users by means of authentication: preferably via sso, another option would be via ip. That way we can register and manage all our username/password information for e-sources from within Alma. And get rid of the in-house solution (according to the Alma-L mailing list other institutions, like us, developed solutions involving a link to an authentication protected page).
        Currently the authentication note has the same functionality as the "public note" field. It is displayed to anyone searching in our Primo. There also…

        6 votes
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          0 comments  ·  Other  ·  Admin →
        • File differences included with Release Notes

          It would be very helpful if ExL included a Differences report (.diff file) for the Delivery-System-Skin mashup CSS file (mashup_new.css) and also any Letter-template XSLT files which have changed for each new Alma Release, and to post them alongside the Knowledge Base article for the release (ie. https://knowledge.exlibrisgroup.com/Alma/Release_Notes/0099_2017/May_2017 ).

          Any institution which has made local customizations based on these files needs to perform a manual review each month. While this isn't so horrific for the single mashup_new.css file, it is for the Letter-templates. Having a section which lists the differences would be a huge time-saver. Bonus points for a human…

          22 votes
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            0 comments  ·  Other  ·  Admin →
          • Make Notes tab and process type option in item available upon creation

            Currently when creating a new item, only the general information tab is available until the item has been saved. We often add notes at the point of cataloging, so it would be very useful to have this tab available at creation rather than having to save it and reopen the item to add notes. Similarly, the Process Type dropdown is not available until the item has been saved. This would also be helpful to have available without having to save and re-open the item. See attached document for before and after screenshots.

            6 votes
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            • In analytics, add usage data to the E-Inventory subject area

              Now that counter usage is more fully available via Analytics (thank you!), it would be useful to have the following measures available in the E-Inventory subject area: Journal Usage (JR1), Whole Book Usage (BR1), Partial Book Usage (BR2), Media Usage (MR1).

              1 vote
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                0 comments  ·  Analytics  ·  Admin →
              • Editing multiple collections from a set in bulk

                We have a lot of historic collection records left over from our migration which we would like to update in bulk, for example, there collections have no portfolios so I would like to be able to add services to them all at once rather than individually. I'd also like to be able to update the "Library" field etc.

                I can create a set of all these collections however, I can't make bulk updates to it. It would be great if there was an ability to run a job to add services and download a spreadsheet of all the fields in…

                3 votes
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                • Item's inventory price

                  a) Instead of clicking Allocate every time to assign the item’s inventory price from the PO line, the process should be automated as was the case in Aleph.

                  b) The final price from the PO line should be converted to our local (and default) currency automatically and written to the item’s inventory price field.

                  c) When an invoice is paid in Alma, the item's inventory price should be updated automatically with the final amount in our local (and default) currency.

                  All of the above is required for reporting to our financial department and library management.

                  3 votes
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                  • Auto-renew - Maximum renew date in Borrowing Activity Letter

                    We have been running auto renew for several months and it is very popular. We do not notify customers that an item has been successfully renewed but do send weekly updates and would lie to include the Maximum Renewal date on these. Although it displays in Primo we have not been able to find a way to include it in Letters and would like to request this functionality is added please

                    3 votes
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                      0 comments  ·  Fulfillment  ·  Admin →
                    • In Analytics add fund information to e-inventory subject area. This needs to be available at both the collection and portfolio levels.

                      The e-inventory subject area needs fund information added to it at both the collection and portfolio levels so users can write reports that show them how much they have paid for their e-inventory based on a given fiscal year and/or at the p o line level.

                      78 votes
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                        0 comments  ·  Analytics  ·  Admin →
                      • Alma –D display copyrights by default – Users are confused on what to do next – possible solution

                        Displaying the copyright notice by default for Alma D records is a good step forward.

                        But we have found our users are a bit confused on what they should do next when they see the notice.

                        We would suggest the following would help:

                        Move the ‘Close “option to the top of the screen (users don’t always move down the screen)

                        Change the word from “Close” to “Accept”. This makes it a bit more obvious for our users on what to do next.

                        6 votes
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                          0 comments  ·  Digital  ·  Admin →
                        • More options for corporate and special libraries.

                          The Institutional Analytics Profile is focused on academic libraries. We are a corporate library with no students (we have researchers and scientists) and no schools.

                          There is not an option for Not Relevant for "Total undergraduate student body size" or "Does your library serve any of the following professional graduate schools?"

                          Could a question exist for the number of researchers or scientists?

                          1 vote
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                          • KPIs needed for Resource Management

                            In addition to measuring the time between creating a POL and receiving the material, we need an accurate way to measure the time between receipt and cataloging, and the time between cataloging and initial shelving.

                            3 votes
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                            • Delete History resources in license

                              We would like to be able to completely delete the history of resources in license when requested. We would like to have the choose to delete or not this history. The addition of a bouton "Delete" at level History of resources > Resources type would be great.

                              3 votes
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                              • Ability to Block Loan Status Notice based on Loan Status

                                Ability to Block Loan Status Notice based on TOU
                                The process for blocking the loan status notice (FullItemChangeDueDateLetter) should be more flexible. Currently, it's sent whenever a request is submitted for any item checked out by a particular user group, whether that item is recallable or not. It's unnecessary and confusing to receive a recall notice when the due date isn't being changed.

                                1 vote
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                                  1 comment  ·  Fulfillment  ·  Admin →
                                • Automatic dismissal of corrected authorities from the Authority Control Task List.

                                  Automatic dismissal of corrected authorities from the Authority Control Task List.
                                  Improve the Authority Control Task List linking functionality so that when an authority is upgraded/corrected in the metadata editor, it is automatically dismissed from the Task List. Items are added to the Task List before an institution has had a chance to upgrade the catalogue record. Many of these authorities will routinely be upgraded at the cataloguing stage. The need to then manually remove substandard authorities from the Task List which no longer exist in the bibliographic records adds a huge burden of extra work, especially for large institutions.…

                                  33 votes
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                                  • Create the ability to delete or disable individual demerit points from the Demerit tab on the User Details page.

                                    Currently it’s only possible to disable or delete a demerit block once the demerit threshold has been reached. There are problems with this as when a patron disputes a demerit point the library is unable to disable or delete the point and are instead having to monitor the patron’s demerits and disable or delete the complete block once or if it’s applied. Having the ability to disable or delete individual demerit points would rectify this problem.

                                    12 votes
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                                      0 comments  ·  Fulfillment  ·  Admin →
                                    • Ability to browse all call numbers in a single search

                                      We would like the ability to browse all call numbers, regardless of call number type. In Alma, many of our local Library of Congress, Dewey, and SuDocs call numbers are retrievable only by the call number type Other Scheme. An “all call number” browse would allow us to retrieve a complete shelf list of our call numbers and would be especially helpful when assigning new call numbers.

                                      3 votes
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                                      • Convert a lending request into a borrowing request.

                                        We can easily convert a borrowing request into a lending request, the other way around is impossible without losing all information about the lender.

                                        As we supply libraries with material from other libraries we now have to manage the request in both Lending and Borrowing.

                                        5 votes
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                                        • add 'append fields to a record' functionality

                                          In Aleph, we used a lot the job p-manage-18 (load Aleph sequential record format) with the parameter: Update current records in the database - Append fields to a record.

                                          This is no longer possible in Alma, I can only overwrite a record completely, but not add fields to a existing record.
                                          The only way at the moment is to export an existing record (to MarcEdit for example), add the new fields there manually, and import the record again.
                                          Usually, we have to add up to 100 new metadata fields per record, and they are all different per record, therefore I…

                                          2 votes
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