Alma
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3215 results found
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Add a safety feature to Delete Bibliographic Record Job to include option "Do not delete if ANY PO Line is attached"
Currently there is only an option to protect Active PO Lines with this job. Acquisitions staff often place orders on bib records representing multi-volume sets. Cataloging staff then decided to use individual bib records for each volume and want to delete the set record and move POLs to the individual records. It would be very helpful to have this feature in place to protect order information.
26 votes -
Receiving Notes
If possible, place Receiving notes directly under the "Receiving Settings" section.
Reasoning: When an item is being checked in and there is something in the Receiving Notes it usually has something to do with the way that title is checked in. Where it is located now, the check-in process has already been started and even possible received/entered incorrectly.
26 votes -
Fine&fees and blocks
Currently, a user who has exceeded the limit of cash in his active balance, is blocked. That's ok.
However, if a user has a lot of overdue loans (and fine&fees), and exceeded the limit of fines & fees but not in his active balance (loans are active), Alma won't block the user.
So, until user returns documents or renew there, he can check-out new books.Is it possible to add an option in the Alma BO to block a user who has exceeded the limit of fine/fees all fine/fees included and not only those which are "closed" and added in…
26 votes -
Make the SAVE button more prominent on the Invoice Screen
I have had a suggestion from my staff to make the SAVE button on the invoice screen more prominent. We have several workflows where one person puts an invoice in review and then it is checked by a second person before moving to In Approval. We have discovered that the incidences of someone hitting SAVE & CONTINUE rather than SAVE in the new Alma interface has increased. When we looked at the old interface versus the new, we discovered that that SAVE is now white and much fainter. At least having it the same color or size I think would…
26 votes -
Metadata editor Browse Shelf List forward/back buttons should be bigger or easier to distinguish.
The browse shelf list / call number browse feature is very difficult to use for actual browsing because the forward and next buttons are minuscule. They are not actually buttons, just the less than or greater than sign without borders. I frequently hit the wrong part and end up going back when I wanted to go forward. It's a really small target that calls for high-precision mousing.
Requested improvements:
1) Allow keyboard shortcuts for navigating to previous and next sections of the browse list.
2) Create borders/margins around those buttons.
3) Add mouse-over text showing previous/next so that if you…26 votes -
Ability to Modify Purchase Request Role
Our Library would like to be able to allow the purchase request form be limited by role, so that only some subset of our staff may begin the purchase request process.
26 votes -
Improving usability of the inventory section for citations
Currently, it’s impossible to tell how ‘Digital’ and ‘Other’ inventory may be configured in the Inventory section of a citation. The green indicator shows the inventory exists but not whether it has been used for the citation.
Digital example:
You can’t see whether a digital representation has been selected via the ‘Manage Digital Representations’ option or whether a representation is Active or Inactive. The green indicator stays green even if the representation is Inactive or if it hasn’t been selected via Manage Digital Representations.Other example:
You can’t see whether the Link Resolver has been disabled via Edit > Citation…26 votes -
Incoherent date in the “Date” column when the transaction type is “Expenditure”
According to the developer, the expenditure date comes from the invoice date and always comes from it (see documentation at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/030Invoicing/020Creating_Invoices).
As you can see there, the calculation of the exchange rate is also done according to this date: "By default, Alma calculates the value of the transaction based on the exchange rate on the date specified in Invoice Date."
Now we know where the date comes from when the type of transaction is “Expenditure”. However, in other types of transactions (transfer, allocation, encumbrance, etc.) the date that appears corresponds to the moment in which the transaction occurs. For…
26 votes -
Option to export Alma search results and sets as CSV
Right now Alma search results and sets can only be exported in XLSX-format. For performance (and other) reasons it would be good to have the option to export in CSV format.
(Publishing this as an enhancement request was suggested by Ex Libris in public Salesforce case #00825531)
26 votes -
Purchase Request additional citations types
We are trying to utilize the purchase request form in Primo to have users request streaming video through Alma. Streaming videos are very popular nowadays but unfortunately there is not an option for this material type and citation in the purchase request form.
Can you add more citation options? Besides books or journals there is not an option that matches the streaming video material type. It would be really helpful to have a streaming citation or video since this resource is very popular among our users.
The request processing has become very drudgery and entering this information over and over again isn't…
26 votes -
Clear Process Type (Transit) of all Items in Set with Job
Often books get skipped during scanning-in and are reshelved while still having a process type of "Transit." This leads to hundreds of materials over time in the stacks showing as not in place. A set with only these items can be created, but a bulk clearing of this field isn't yet possible.
Any of these would work:
1. create a job that clears the Process Type (specifically books marked Transit that have already been reshelved but were skipped during the regular scan-in process)
2. scan-in all items in a created set
3. scan-in multiple barcodes at once (separated by ;…26 votes -
Item Sequences Configuration: import option
In the area of the "Patron/User Groups" there is already an import option (Excel file) for the configuration table.
Please provide the same feature for the Item Sequences configuration table.
Since our counters contain the year and always have to start counting with 1, we have to change this table every year. Due to our sublibraries we have more than 50 active counters.26 votes -
Add an option to search the repository by "Assign to" cataloger / operator
Currently there is no way to know which records are assigned to a certain user except for the "assigned to" note indication. We need a way to retrieve the records that were assigned in order to restore them back to the users' MDE, in case they dissappeard from the opened records pane. See full usecase in SFC#00957311.
26 votes -
Autoholdings integration for Nature (SpringerNature)
Create an autoholdings integration profile for Nature titles. The titles are already being sent from SpringerNature, however, they get rejected due to the fact that they are not included in the Springerlink CZ Collection for autoholdings. I assume that is due to the fact they have a different base URL (www.nature.com). The tools are already there for the integration. It would be nice to have all SpringerNature titles included in the process.
26 votes -
Index field 310 for the Alma Repository Search
It would be useful to be able to search within all records with field 310 not only through the codes in 008 but also via the text in 310. We therefore suggest adding the field to the indexes for the Alma Repository Search.
26 votes -
Add Storage Location ID to the list of customized fields on the Manage Item Returns screen
We have thousands of items in our collection that are primarily organized by the storage location ID, rather than call or accession number. For these materials, routing and reshelving activities would be more efficient if staff have the option to add the Storage Location ID to the list of customizable fields on the Manage Item Returns screen.
26 votes -
LC call number search and index
LC call number should support indexing all valid MARC fields as mentioned in http://www.loc.gov/marc/bibliographic/bd050.html and not only 050$a or local 090$a fields.
It should index also $b and than enable to search for full LC call number, of course this should reflects also in the holdings level (i.e. $h,$i etc)25 votesThank you for submitting this idea. To be sure we fully understand the request, could you please specify which other MARC fields other than 050 and 090 you are asking to be added to the LC call number index? Thank you.
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Ability to select Columns exported via Tools->Excel option
When in a view or screen with Tools option (for Excel) saving, it would be very helpful to be able to have more contol over the columns output.
User Roles is a great example. The list does not include the ACTIVE (Y/N) option, yet it is clearly an important piece of information when comparing users or building role templates. A repository search is another example. It has 18 fields pre-selected, however this could prove much more efficient if we could select to add or remove the columns that make the most sense to us prior to saving.25 votes -
Allow a differentiation of library addresses
Although we can define a library e-mail address for Billing, Claim response, Patron communications, Primary, Shipping, the preferred address is systematically used for all library specific communications.
This is problematic, as the service responsible for claim responses and orders is different from the service handling patron communications. Therefore, their e-mail addresses are different. Some libraries are too big for just providing a generic e-mail address for the whole library, as a person would then have to dispatch continuously the incoming e-mails.
So ideally, the e-mail specification possibility in Alma should actually help make this distinction.
25 votes -
DIfferent cancellation letters for ILL requests and hold requests
We want to be able to notify users when cancelling an ILL request but, at the moment, as the cancellation letter is shared by Circulation and Resource Sharing and the majority of cancellations are for holds, the letter is sent from the Circulation email address and has a Customer Services signature.
This means that we can not notify a patron directly when we cancel an ILL request as they might want to reply and the email would go to the wrong department.
This means we have to follow a two-step process where we send a query to the patron informing…
25 votes
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