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579 results found

  1. job to unlink a set of records from the NZ

    currently this must be done manually, one by one.

    13 votes
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  2. "View Inventory" from the Holdings Record

    As Copy-Cataloger, when you are creating/editing a Holdings Record, there is no easy way to view/edit the associated Item Record(s). You can add an Item Record and edit it but you cannot view the existing one(s). Having the feature “View Inventory” active when working with the Holdings Record or having a specific feature that would allow the user to view/edit the Item Record(s) would be great when doing Database Maintenance. Thank you for your time.

    18 votes
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  3. Add sorting option to course reserve when editing a list

    This enhancement request was lost from the Alma roadmap for over 2 years (supposed to be in the May 2013 release), but we'd like to be able to sort the contents of reading lists by common fields like title, call number, author etc.

    20 votes
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    0 comments  ·  Other  ·  Admin →
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  4. add copy number (copy ID) to list of items screen

    add a column for copy id to the list of item screen

    246 votes
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    Completed  ·  Dana Moshkovits responded

    As part of the November release Material type, item policy, and/or copy ID were added to the following areas:
    Item List page
    Physical Item Editor
    Physical items repository search results
    List of Items accessed by clicking the No. of Items link in the Holdings tab of the “Held By” Details page (for a member search in the Network tab)
    data exported (the copy ID) to a CSV file when exporting physical items
    the item list presented when selecting Bind Items from the List of Items page
    the Manage deleted repository page

    For more information see:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/050Inventory/040Managing_Physical_Resources#Working_with_the_List_of_Items

  5. display item tabs when creating new item record

    When creating a new item in the physical item editor, the item tab "notes" should display immediately. Currently, when creating an item you must save the item first before the tabs will display and then go back into the item record to add any item notes.

    44 votes
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  6. Allow Alma phrase searching using quotation marks in quick search box

    Our catalogers use the quick search box on the Alma homepage to do keyword searches for titles in our collection. Recently we discovered that using quotation marks around a phrase does not successfully keep the words together as a phrase in the search. The only way to search for a phrase is to use the Advanced Search, and change "Contains keywords" to "Contains phrase". This is very time consuming.

    25 votes
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    Completed  ·  Dana Moshkovits responded

    As of January release Alma will support phrase search in the simple search box. All entities and index types that have the option to use phrase search in Alma’s advanced search also have this capability with simple search when using double quotation marks to identify the phrase​.

  7. Add Allocation to the information for each fund on the "Funds and Ledgers" page.

    Add Allocation to the information for each fund on the "Funds and Ledgers" page in Alma. Currently Available Balance, Cash Balance, Encumbered Balance, and Expenditure Balance are displayed, but we would like Allocation to be displayed also so that it is included in Excel exports from this page.

    4 votes
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  8. Fine Letter - Much like the Lost Item Replacement Fee but a standalone letter

    Alma only gives a User a fine notification within the return receipt but it's merely an afterthought. Currently, we have this set to go to a printer (e-mail address) because we don't want to spam our patrons with return receipts for every item they turn in (I have asked within Sales Force about grouping but even then, it still sends out return receipts individually).

    Ideally, I'd love an option to send a letter ONLY when the person had a fine, and not every time they returned something. This letter would also have more customization, and include fields like Bar code,…

    15 votes
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  9. View only administrator role

    The administrator role may be helpful to get a full overview of the configuration and possibilities of Alma. However, this role can have far-reaching consequences and should not be given to anyone.
    A "View only" administrator role would be helpful for local Alma project group members to get access to the whole config, with no risk of modifying/deleting the configuration.

    22 votes
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  10. There should be a way for institutions to share normalization rules amongst each other.

    Currently each institution makes his own normalization rules and no one else can take advantage of the "cool tricks" and "advanced formulations" done. There should be a method similar to the very useful and popular one done in analytics, where there is a "community" folder in which institutions can share. In analytics reports are shared among all of the live institutions, saving time and effort. Something similar should be done for the normalization rules. We now have a huge pool of existing reports libraries share. Libraries copy reports from other libraries and then when necessary make local changes. This would…

    19 votes
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  11. API to interact with Alma job scheduler

    A second suggestion from session 5.12 by the LIBIS consortium.

    10 votes
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  12. API to interact with Alma sets

    Suggested by LIBIS consortium in their presentation today.

    11 votes
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  13. Add a button to "Add Holdings" in the List of Holdings screen.

    Currently, in order to add another holdings record, we have to be actively editing either the bibliographic record or another holdings record. It would be simpler if, in the List of Holdings screen, there were a button for "Add Holdings" similar to the "Add Item" button in the List of Items screen. That would eliminate having to go back and release the record we may have opened solely for the purpose of adding a holdings record.

    27 votes
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  14. Fines & Fees: add transaction type to the fines list

    If fee was paid the status should indicate that (rather than 'Closed').

    50 votes
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  15. Create request from the patron's record

    There is a somewhat common workflow that a patron comes to the desk to loan an item or perform some other activity at the desk. then the patron will ask the librarian to also create a request for him.
    In order to do this currently the operator must leave the patron record and find the title and then re-insert the patron information.
    A much more intuitive and efficient workflow would be to have a Create Request action in the request tab and when entering the screen the user would have to search for inventory and requester would be pre-populated.

    15 votes
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  16. Staff search – add thumbnail to staff search results

    It will be really nice if the staff search result can display the cover of a book or a journal

    1 vote
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  17. Batch job for deleting holding records

    After migrating to Alma we have a lot of holding records that don t have any items associated with them we would like to clean our data by deleting these empty holdings using a batch process

    44 votes
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  18. Create Fines and Fees Report: add transaction operator per row

    For the "Create Fines and Fees Report" feature added in August 2013, please add the following feature:

    Our auditor requires that the Transaction Operator/Handler ("Accepted By" information) be identified and currently that information is not in the report.

    3 votes
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  19. Batch searching in the repository and set creation

    It would be extremely helpful if batch searching functionality can be added in the repository search. We have many projects where we have external data from an outside source that we need to find the matching data in our ILS, now Alma. For example, we are a member of a local consortium where we have several hundred oclc master records that all of us in the consortium need to manipulate in our own local ILSs. Instead of conducting one search at a time for these OCLC master record numbers, we would like to do a batch search of these master…

    8 votes
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