Alma

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  1. On Hold Shelf – new sorting option

    We need a new hold shelf sorting option.

    Non of the existing sort options currently existing in Alma is working for our needs. They are ether to long and specific for the user or do not work with our privacy policy when we have a “self service” hold shelf.

    It should be a combination of date and a generated number. The generated number should be restarted every day. This number should be visible in the manage patron services and idealy have a persistant search option.
    The number could be [day of moth]+[generated number]-[18-00001]- the generated number should be for the…

    353 votes
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      9 comments  ·  Fulfillment  ·  Admin →
    • Improved claiming functionality for resource sharing

      There is a need for improving claiming functionality in resource sharing. When items are borrowed by library A from library B, it should be possible for library B to automatically claim library A when lending requests are overdue.

      More details in attached file.

      209 votes
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      • Ability to change Purchase Type / Order Line Type after an item has been ordered

        When ordering an item a purchase type must be selected to create a POL. It appears as Order Line Type in the POL after the item has been ordered. It would be nice to have the ability to change the Order Line Type within the POL instead of canceling an order and having to create a new one from scratch. An example would be having the ability of changing the order type Print Book - Standing Order to the order type Print Journal - Subscription within an item's POL.

        193 votes
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        • Boolean search

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

          177 votes
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          • Link to view record in Primo from Alma

            When viewing a bibliographic record in Alma, we would like a link to appear that opens a new browser tab/window showing the record in Primo. For example, the MMSID could be hyperlinked, which would then perform a search for the record in Primo. This would enable quick identification of publishing problems between Alma and Primo as well as testing record display in Primo.

            164 votes
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            • 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…

              149 votes
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                2 comments  ·  Other  ·  Admin →
              • 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",…

                142 votes
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                  2 comments  ·  Analytics  ·  Admin →
                • Automatic removal of lost item from patron loan list once replacement fee is paid AND recorded in item history.

                  Currently, when an item becomes "lost" and a patron is charged the item's replacement fee, when the patron pays the replacement fee, the item remains on the patron's list of loans. So, one either must individually delete" lost loans that are paid for or run a close lost loans job. Neither action is recorded in the item's history. the item is paid for. Ideally, once an item is paid for, the item should be automatically removed from the patron's list of items and have a process type of "missing" or "lost and paid for" or something along those lines. And,…

                  138 votes
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                    0 comments  ·  Fulfillment  ·  Admin →
                  • "Skip location" in "Pickup from shelf"

                    We would like to be able to choose which location to send a request to when skipping a location in the "Pickup from shelf" task list.

                    135 votes
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                      8 comments  ·  Fulfillment  ·  Admin →
                    • Make 245 $p, $n, $s, $k, $f, $g part of "Title" resource description when viewing/editing holdings and item record details.

                      Currently when viewing a list of holdings or list of items (and editing them) for a resource/bib in Alma, the $p -- a part/section of a work is not displayed in the resource description for the title. All you see is the main title of the work (245 $a), not the sub-name designation of the part/section. You have no way of knowing which work you are viewing or editing, unless you know the call number specifically.

                      Example, I have 4 records that are all "The advertising red books" title, but each one is a different part/section of the work. If…

                      134 votes
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                      • Ability to search via free text MARC tag and subfields

                        We would like to have an advanced search option that allows us to enter the MARC tag number (and subfields) for searching, in both bibliographic and holdings records. This would also require the option for keyword indexing of all MARC fields.

                        129 votes
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                        • Add a "back to repository search" button to reduce the number of clicks

                          Frequently when editing bib, item and holding records, we are forced to press the back button multiple times just to get back to the results list of the initial search. We have to retrace every step just to get back to the original search screen.

                          It would be helpful to have a back button that does not merely retrace steps, but takes you back to the initial results list and repository search screen, thereby eliminating several clicks that add up to hundreds of clicks in a day.

                          120 votes
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                          • Add "Previous User" in Manage Patron Services

                            It would be great to have feature to see the last previous user that you pulled up in the Manage Patron Services Patron Identification page. We often find ourselves needing to look up information on the patron who we just checked out materials too.

                            119 votes
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                              2 comments  ·  Fulfillment  ·  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…

                              117 votes
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                              • 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. …

                                114 votes
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                                • Change Repository Search "Contains" to drop-down to enable searching "Contains Phrase", "Starts With", and "Equals"

                                  In the repository search simple search, the only search operator you can use when searching available indexes is contains (e.g., FIND all titles WHERE title CONTAINS ____.

                                  We would like to request that the CONTAINS operator be turned into an advanced-style dropdown menu to enable searches like this:

                                  FIND all titles WHERE title CONTAINS PHRASE ____
                                  FIND all titles WHERE title STARTS WITH ____
                                  FIND all titles WHERE title EQUALS _____

                                  In many cases, an advanced search is not required, it is simply the contains operator that needs to be modified, and performing an advanced search just to modify the…

                                  110 votes
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                                  • Find and Manage Users by User Group

                                    Add the ability to find and manage users and create user-based sets based on User Group.

                                    108 votes
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                                    • Include "Quantity for Pricing" in EDI for ebook POLs

                                      It is currently not possible to send the correct quantity to the vendor via EDI. When EDI is sent for POLs of type "Electronic book - one time", the quantity field in the EDI is always 1, even if the Alma POL has a different Quantity for Pricing value. We often need to order multiple "copies" (i.e. sets of access credits or user licences) for an ebook, but only want 1 portfolio on Alma.
                                      Please consider using the "quantity for pricing" in EDI for electronic - one time POLs.

                                      106 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…

                                        103 votes
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                                          0 comments  ·  Other  ·  Admin →
                                        • 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.

                                          101 votes
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