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1695 results found

  1. Ability To Search Invoices By Payment Status

    We would like the ability to search invoices by payment status. This is important to us because we bulk export invoices (XML), one campus at a time. For example, we need to be able to check that all invoices in Ready to Be Paid status are of one campus before we send to the integration.

    21 votes
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  2. Add fields, ‘Pattern Type’ and ‘Linking Number’ to the ‘Change Physical Items’ Job

    Area of concern: Additional indexes for ‘Change Physical Items’ Job.

    Please reference Ex Libris presentation ‘Automation Tasks for Summary Holdings’:

    https://knowledge.exlibrisgroup.com/@api/deki/files/63890/Serials_-_Automation_tasks_for_summary_holdings.pptx?revision=2

    In order for 863/866 Summary Holdings generation to work properly, each item record must contain certain information in the ‘Pattern Type’ and ‘Linking Number’ fields. Currently, neither of these fields are available via the ‘Change Physical Items’ job.

    What should be changed: As Serials Processors, we would like item level fields, ‘Pattern Type’ and ‘Linking Number’, made editable via the ‘Change Physical Items’ Job. Being able to change these fields in batch would benefit our workflow by allowing us…

    21 votes
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  3. E-Resources: Make public note and authentication note translatable

    In the editor of e-collection / service / portfolio, it is possible to set up the public note and authentication note. These are then displayed to the patron in Primo VE in the box with full-text link in view it section.

    Currently it is a simple text box with no translation possibility. In our network we use 4 languages for the UI. Therefore, we require this field to be translatable so the note language adjusts to the patron interface in Primo VE.

    21 votes
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  4. Collection Discovery: Allow several libraries to manage a collection

    In the Collection Resource Editor > General tab, we would like to be able to add several libraries to a collection (instead of just one).

    When the viewtolibrariesforcollection_discovery Customer parameter is set to true, this would allow to display a collection on several Primo views, for example in case of a shared collection in the IZ which does not belong to a specific library.

    21 votes
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  5. Increase time in which the "reset password" link is valid

    The link that is sent to patrons to reset the Primo-password is only valid for one hour. We would like to be able to configure this duration, as it appears to be rather short. Our patrons often miss this timeframe and have to resent the link.

    21 votes
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  6. Ability to change barcodes directly from the list of items (under Receive – One time / Continuous - Manage items)

    In the list of items in the receive screen it looks as though barcodes are editable directly from the list, this is not the case, as you manually must edit each item to change the barcode. It would mean less clicks if you could edit the barcode directly from the list, it would also be less confusing since it in the current design looks as if you should be able to do this. In the current design you can edit the text in the barcode field in the list, but any changes are not saved.

    If the ability to change…

    21 votes
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  7. Enhance the comprehensiveness of Analytics of usage analysis

    For some vendors, it may have sub-databases in the subscriptions and collect usage for a particular database and the titles within seems not possible currently by Analytics. Though there’s a “Platform” field in Analytics, it did not separate the figures between different databases for a single vendor. It's strongly recommended to enhance the comprehensiveness of Analytics and enhance the functionality of usage analysis.

    21 votes
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    3 comments  ·  Analytics  ·  Admin →
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  8. Brief result display options per Alma login

    Enable Alma users to choose "brief display" options (either very brief or extended information). Many of our Alma users would like to be able to do a search in Alma (in both repository search and course reading lists) and ONLY see a list of titles (e.g., do not display Format, Subject, ISBN, Availability). However, recognize that many Alma users would like to see extended display, so we would like each Alma user to be able to set their display preferences (e.g., brief, title only OR additional information). Ideally, users could choose exactly what data elements to display (e.g., OCLC number,…

    20 votes
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  9. Loan Transfers Between Patron Accounts

    Sometimes we find ourselves in the situation where we need to return a loan from one account over to the account it should've been loaned out to.

    It would be great if we could have some kind of loan transfer option that would keep the original loan date and due date that's on the incorrect account.

    20 votes
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  10. Unclutter index for F3 lookup from field 830 (Series Added Entry - Uniform Title)

    F3 lookup from field 830 is used to verify if a series title has been entered into the database in a standardized form, and, if so, to link the bib record to that title . At present, the index searched by F3 contains a mixture of headings from fields 830 and 490 (where the non-standardized series title is entered) and headings with volume numbers (which refer to a part of a series, not the series as a whole). To best serve its purpose, the index looked up from 830 with F3 should contain and display only the fields $a, $p,…

    20 votes
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  11. check-out from user account

    I don't see a direct link on the User/Patron account page to be able to check out an item. It seems that you have to go back to the main menu and select "Manage Patron Services". In Voyager, you can easily get to the Charge window from the Patron window or vice versa.
    There is the "Manage Fulfillment Activities" link. I think it would be helpful if you could add the Check-out function on that page.

    20 votes
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  12. Ability to browse all call numbers in a single search

    We would like the ability to browse all call numbers, regardless of call number type. In Alma, many of our local Library of Congress, Dewey, and SuDocs call numbers are retrievable only by the call number type Other Scheme. An “all call number” browse would allow us to retrieve a complete shelf list of our call numbers and would be especially helpful when assigning new call numbers.

    20 votes
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  13. Create a set option in Alma for Acquisitions and Resources imports for imported files larger than 50 records

    In Alma Acquisitions, we import bibliographic records from vendors such as OCLC in batch. It would aid efficiency if the option existed for the imported records to be immediately available in a set for further processing. As of February 2018, this can only be done on imports of 50 or fewer records, using the Monitor and View Imports, Report, Preview Records functionality, which creates an "or" query in Alma that can be saved as a set for further manipulation or export. A similar process (though slightly different) exists for Resources.

    In both Acquisitions and Resources, if the imported file contains…

    20 votes
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  14. Allow barcode search for a course reserve citation

    Often professors fail to come to the Library and remove their personal books from Course Reserve, leaving the Reserves supervisor with many such books and no idea to whom they belong. In Voyager, she could go into the Reserves module, scan in the barcode, and it would bring up the course, instructor, and the rest of the course's reading list, so she knew immediately whose book it was. In Alma, scanning in the barcode in Alma brings up only the brief bibliographic record. If she goes to Fulfillment/Course Reserves/Citations, all reserve items appear, and she could search by title to…

    20 votes
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  15. Move the Level of service facet to the top of the facet list

    Currently the Level of Service facet is at the base of the facet list, almost always hidden by the facets above it. I would like to see it moved to the top of the list as the timely processing of material for Rush or Express requests depends on being able to find those requests and action them quickly. As it is currently unless you specifically scroll down the list, you don't even know those requests have come in.

    20 votes
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  16. Put full 100 field information in search results

    Please put the full 1XX field in the search results.

    We have many people with the same or similar names which are distinguished by dates or other information from the 100 field. It would be very useful to have all the personal name information this display in the metadata editor and also to be available in the Excel download of the search results.

    20 votes
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  17. export sets into Analytics

    I appreciate the ability to export Analytics results directly into an Alma set, but I would like to be able to export a set of records directly into Analytics without having to recreate my Alma search (if I can) in Analytics. This would also be very helpful for working on sets of records that other people at my institution have created!

    20 votes
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    2 comments  ·  Analytics  ·  Admin →
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  18. Improve performance of Usage areas in Alma

    The Usage sections of Alma are extremely slow. Please improve the overall performance of the Usage Data Loader, and especially the Missing Data Tab (which can take multiple minutes to load). Also, create a Usage search option in the general Alma search for such things as:
    File Name
    Vendor
    Sushi Account
    Upload Date
    Uploading user
    Subscriber
    Status
    Report type
    Data Start Date
    Data End Date
    Vendor URL

    We don't always want to use Analytics to find the answer to a simple question.

    20 votes
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  19. Ability to attach bibliographic record to CZ order

    The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.

    In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_Lines

    So what we want is the ability…

    20 votes
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  20. Enable case-insensitivity for indication and other rules

    Indication (and other) rules in Alma are case sensitive by design. Case sensitivity of course is often desirable, to ensure most exact matching and prevent inadvertent data problems. However, in some instances, especially with indication rules, it would be very helpful and time-saving to be able to use case insensitivity, as is possible with regular expressions (ex: /i). An example of a scenario in which this would be helpful is when using an indication rule to identify records which contain a particular textual note, when that note may have been entered with varying cases: sometime all uppercase, sometimes sentence case,…

    20 votes
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