Alma

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  1. 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.

    173 votes
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    • Boolean search

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

      170 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…

        143 votes
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          2 comments  ·  Other  ·  Admin →
        • 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.

          141 votes
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          • 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…

            130 votes
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            • 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,…

              127 votes
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                0 comments  ·  Fulfillment  ·  Admin →
              • 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.

                118 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.

                  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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                    • 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 →
                      • 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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                        • "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.

                          110 votes
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                            8 comments  ·  Fulfillment  ·  Admin →
                          • 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…

                            109 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.

                              98 votes
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                                2 comments  ·  Fulfillment  ·  Admin →
                              • Find and Manage Users by User Group

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

                                97 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 →
                                  • Publishing of alternative call number from Alma to Primo

                                    Currently item-level information is not published from Alma to Primo. As a result creating of call number search and browse indexes that include both permanent as well as alternative call number is not possible.

                                    92 votes
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                                      2 comments  ·  Other  ·  Admin →
                                    • 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.

                                      91 votes
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                                      • Edit an authority record when cataloging a bibliographic record

                                        Here is an enhancement request concerning authorities.

                                        Currently, when cataloging a bibliographic record in the metadata editor, we can press F3 in a field to choose an authority.

                                        Example :
                                        MARC21 field 100 -> F3 to choose an author authority.

                                        When pressing F3, the cataloger can :
                                        - select an authority
                                        - view an authority

                                        I would like ExLibris to add a third option :
                                        - edit authority

                                        (for example : after clicking on "view" an autor authority, I want to be able to edit it to add a field 4xx)

                                        Thanks for taking this into account!

                                        89 votes
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                                        • Ability to delete items by scanning-in

                                          At present items can be withdrawn/deleted in two ways:
                                          1. Manually, an item at a time (or multiple items only if in same holding)
                                          2. In bulk, from a set created either directly from search results or from a spreadsheet.
                                          There is no way to rapidly delete items-in-hand.

                                          A feature in Alma to quickly delete items-in-hand, in quick succession, with the same safeguards as when using existing deletion methods.

                                          The attached document gives more details and a mock-up of such a feature - it would be a big bonus to those of us with a lot of weeding to do!

                                          87 votes
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