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1827 results found

  1. Enable embedding fund balance graphs and data on Alma Home Screen

    Fund balance data from Analytics is inaccurate as data is piped in to Analytics on a daily basis, making fund balance widgets created in Analytics less useful for checking available balances. We would like to request the ability to quickly access up-to-the moment fund and available balances available under each fund under Acquisitions > Funds and Ledgers > Fund > Reports in home page widgets. This would enable staff placing order to check live fund balances easily on a regular basis.

    34 votes
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  2. List of items - when have several pages of items on a holdings, return back to active page

    I apologize if this has already been posted (I searched and searched and did not see it), but when viewing a holdings record with a list of items that have multiple pages of items (like 6-7 pages) - it would be great if Alma would default back to the page of items you were actively on, versus defaulting back to page one - every time you edit an item record on list of items page. I know that the lines on invoices that were several pages used to do the same thing (default to page one), but was fixed.

    Example,…

    96 votes
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  3. When entering dates of coverage in portfolios, make it all click through tabs

    Before the Nov. 2016 release, when you entered dates/vol/issue numbers in the portfolio coverage, each space could be clicked into, then tabbed to the next one. Now each time you enter a year, the system saves and you must click into the next box. This slows down the work and adds more clicking. Can we go back to just tabbing until the final save?

    14 votes
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    Planned  ·  Dana Sharvit responded

    After reviewing this idea, Alma Product Management has decided to update our development plans to include this suggested change. Thank you for your contribution

  4. Create Analytics field for self check loans and returns

    Currently to identify self check stats for loans and returns in Analytics you either need to do one of the following:

    1. Create separate Circulation Desks for self checks
    2. If the operator Primary Identifier field is "None" assume the loan or return was a self check one

    Neither of these workarounds work if you choose to delete Library staff records from Alma and not retain full statistics in Analytics or if the Circulation Desks are deleted (which can happen if a Library is closed)

    It would be preferable to have a separate field in Analytics that indicates whether a loan or…

    105 votes
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    1 comment  ·  Analytics  ·  Admin →
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  5. Function to have a real time physical inventory

    Real-time physical inventory:
    1. Ability to choose location and general call number range
    2.Displayed by call number order including title, number of charges, number of browses and current item status (missing, work order, on loan)
    3.Capacity to mark items with different categories (determined by institution): missing, need preservation, archival box, annex bound, etc.

    40 votes
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  6. Import Profiles - Match Profile add 028 - Publisher or Distributor Number to one of the match methods

    When loading records via import profiles it would be great to be able to match on the 028 - Publisher or Distributor Number. Could this be added to one of the match methods currently available or added as a new match method>

    17 votes
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  7. Customize display of fields in Alma Article request form

    We would like to display the fields in the Alma article request form in the following order: Journal name, year, volume, issue, pages, article title, article author, and issn - and not in the order these fields are currently hard-coded (e.g. author initials splits volume and issue, and publication date is at the end of the form)

    51 votes
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  8. Enable bulk due date changes based on a set of items listed by barcode

    We've had occasions where it would have been useful to be able to create a set of items, for example, in Alma Analytics. Then to take that set of items, e.g. a CSV or Excel file listing the barcodes, and then to update the due dates of all those items, to a new fixed value.

    This is similar to the current Bulk Due Date Change functionality, but with the addition of uploading a list of items to change.

    Regards,

    Ciaran

    The University of Manchester Library

    172 votes
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  9. Allow configuration of quick cataloguing form required fields

    We currently only use the quick cataloguing form at circulation desks to create quick records to loan items found on the shelves but not found on Alma. The items are loaned and then the work order routes them to the cataloguing team on return. All these items already have call numbers so we'd like the call number field to be a required field in the quick cataloguing form. Sometimes returned items are incorrectly returned to the shelves and if the quick catalogue record does not include the call number they are often impossible to track down.

    226 votes
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    Dear all, we are currently looking into the possibility of a re-design of the quick cataloging functionality - we will take this request into consideration as part of this future change.

  10. Add series titles to Alma letters

    Some items are more easily identified by there series titles than by the title of the actual volume. But the series title is not exported in the xml of the letters.
    (Series title is in the 8xx $$t fields of the bib record).
    This would help to send more meaningful letters to our patrons.

    36 votes
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  11. Job for copying the configuration from the production environment into the Standard Sandbox

    Making testing and training in an Alma Standard Sandbox based on Ex Libris provided configuration is very difficult since this configuration may be very different from the one in the customer's production environment.

    Currently Ex Libris is offering two types of Sandboxes for Alma:
    (1) "Standard" - by default included in Alma subscription pricing. This sandbox contains Ex Libris provided data and configuration
    (2) "Premium" – for addition subscription fee – this sandbox includes a full copy of the customer's data and configuration

    Refresh of the Alma sandbox environment is possible up to once a quarter, upon request. In the…

    176 votes
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    5 comments  ·  Other  ·  Admin →
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  12. Add "item policy" and "temporary location" automatically to predicted issues

    Acquisition librarians want to add automatically the "item policy" and "temporary location" to predicted issues to speed up their work and limit the number of clicks. At this moment the added value of prediction pattern functionality is being restricted by the lack of functionality (parameter setting) …
    Use case: It’s not possible to add the item policy/temporary location as a parameter to continuous pol’s. If issues are created via prediction patterns the item policy/temporary location should be indicated automatically based upon parameter settings on pol level. This would save a lot of time and additional clicks when receiving the issues.…

    497 votes
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    Accepted  ·  Dana Moshkovits responded

    When creating a a POL, it will be possible to also define a default item policy and temporary location. This will be used when items are created (by a prediction pattern or manually) on POL or at receive time

  13. Extend the "interested users" functionality

    Acquisition librarians want to extend the current "interested users" functionality in order to serve the end user in a better and faster way. The current "interested users" functionality is not sufficient enough, to become useful and really benefit from this functionality we would like to extend it with:
    • The ability to sort the interested user list.
    Use case: some users (e.g. academic staff) have priority and should get the issue first!
    • Make it possible to create hold requests on these items regardless of the existing fulfillment policy:
    Use case: some libraries don't allow requests for available items, but…

    289 votes
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    Dear community, this idea was reviewed and accepted, below you can find the suggested design, please feel free to comment if you have further suggestion:

    1. It will be possible to sort the interested users list using arrows. The hold requests will be activated as per the order in the interested users tab.

    2. A check mark for ‘Loan to first interested user’ will cause the received item to be automatically loaned to the first interested user when the item is received.

    3. It will be possible to print the list of users (in the proper order) when the item is received

    Thanks,
    Noam Fass | Alma product management team

  14. Re-loan should not cause automatic renewal of items already on loan

    When loaning an item to a patron, who has this item already on loan, the system automatically renews the loan (if possible). An option in configuration is needed to suppress this automatic renewal for the following reason: too many errors occur, when the item is automatically renewed. If the patron intends to return the item and the circulation desk operator by accident scans the item for loan, then the item is back in the library stacks but by accident renewed for the patron (who will get claimed!).

    30 votes
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  15. We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them o

    This is about allowing Course Reserves course and reading lists to be able to be managed in sets and deleted in bulk.

    We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them one at a time and have thousands of old outdated ones. This could either be done in the Mange Fulfillment Sets or just Manage Sets and then we would want a way to delete them too with a job.

    65 votes
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  16. Searchable invoice notes

    Add the capability for analytics and/or sets to generate a report based upon the note field. I have not been able to easily extract invoice notes from Alma. This would allow acquisitions departments to extract useful invoice data that may be unique to their institution. Also, if a library has Alma directly connected to an external payment system error reports will generate within the invoice note field. Having a way to easily extract these note through a report feature would be beneficial.

    118 votes
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  17. Definition of local search indexes on the level of indicator and subfield

    We need a possibility to define local search indexes on the level of MARC indicator and MARC subfield.

    16 votes
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  18. sound alert for pop-up windows

    A sound alert to accompany a pop-up window would be very helpful. We find that our student workers often fail to see important pop-up notes when they are checking out or returning materials. A distinct sound would help immeasurably!

    174 votes
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  19. Enable labeling enumeration and chronology fields

    It can be difficult to recall the meaning of enumeration and chronology fields, e.g., Enumeration A, Enumeration B, Chronology I, etc.). It would be helpful if general system administrators could change the labels of these that show to staff, for example, change Enumeration A to Year.

    42 votes
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  20. Make citation information mandatory in digitization requests

    The patron form for digitization does not make page numbers, or any citation information mandatory. This would be helpful for patrons who do not provide complete information.

    77 votes
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