Alma
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567 results found
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In Process Items_Move items in batches to the next work order
In the page of “Manage In Process Items”, we would propose
1) Adjust the number of each page so that more items can display on the page. That would be the maximum the staff can tick “Done” at one time.2) Given above, ideally we'd want to move a pack of items by jobs to the next work order.
3) Sort out “Barcode”
245 votesAs of the May 2022 release, library staff have better control over work orders including:
* Searching by work order type
* Placing and removing institution-level work order types using the Change Physical items information job
This enables easy bulk processing of work orders.
See demo here.
More information in the release notes
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Requestable by Campus Affiliated Patrons Only
We have an idea to reduce Transit Time: We whish to be able to limit physical items to be requested by campus affiliated patrons only.
This means that e.g. books in a specific collection in a specific library, is only requestable by the patrons affiliated with that specific library.
Explanation:
Our most requested physical items is in the Compulsary Readings Collection. This collection consists of identical titles, and every campus library has this collection. The items are requested a lot, and by patrons on all campuses.
Result: These items fly back and forth between campuses, and spend lot of time…242 votesRequest, loan and booking fulfillment unit rules now have the option to define a rule that applies only to patrons of a given campus to enable limiting resources to students of the same campus only. The Patron Affiliated Campus rule appears in the input parameters of the Fulfillment Unit Rules Editor.
For more information please see November Release Notes at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201911BASE -
Authority jobs & authority control task list - ability to exclude certain categories of records from authorisation
Some records are necessarily brief and are not fully catalogued, for example records for Resource Sharing requests, and new records for items that are On Order and haven't yet been catalogued. We would like to exclude such records from the authority linking process and from the Authority Control Task List, to ensure that the Task List only includes records that we really do need to check. If the authorisation process could be configurable to allow us to exclude categories of records, the Task List would be a much more usable feature in Alma.
241 votesThe Authority Control task list is used to monitor and manage the authority control process in relation to the institution’s bibliographic records. It is now possible to facet authority control messages related to bibliographic records that are linked to the Community Zone, which is helpful when you do not want to monitor the authority control process for these records. See Using the Authority Control Task List for more information.
Ability to define events that should be reported separately is planned and will be supported in future release. -
Make "Physical Item Condition Field" options configurable
The new feature "Physical Item Condition Field" was a good idea.
However, the condition options should be completely configurable. Currently the only options are:
Brittle
Damaged
Deteriorating
FragileThe current condition options seem extremely similar to each other.
Each institution should be able to completely configure this field, including hiding the field entirely, adding/removing options, hiding/displaying options, renaming/relabelling, reordering the options.
240 votesAs of February 2024, libraries can now configure the list of physical conditions that can be selected to describe the item in the physical item condition field.
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Provide the ability to select more than one file to delete when looking at uploaded sushi files.
Right now you can only delete invalid sushi uploads one at a time, please let us select multiple and then delete.
238 votesCustomers are now able to manage their lists of downloaded SUSHI COUNTER files more efficiently by running bulk delete actions.
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Allow Acq managers to force POs to close.
There are a number of occasions where POs get stuck at 'sent' where they should be closed. Currently we have to contact Salesforce to close these which is needlessly time consuming for all parties. It would be very helpful if Alma had the option select closed as a status type that would override the sent status regardless of activation/receipt status of the order.
235 votesThis was identofied as a defect that was resolved as part of Alma January release
In some cases, the PO status was stuck in Sent even though all PO Lines were closed or cancelled. This was fixed. -
Ability to sort Resource Sharing borrowing requests and lending requests by Request Date
Currently, the 'Created borrowing requests' list is sorted alphabetically by title. It would be really useful, for when we have a large number of requests, to be able to also sort it by request date.
233 votesYou can now sort the resource sharing task lists, either ascending or descending by title, creation date, update date, or last interest date.
For more information please see Alma November release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Repository import profiles for electronic titles - limit matching to specific electronic collection
To avoid accidentally overwriting the wrong records when importing batches of MARC records for electronic collections, it would be really helpful if the matching of incoming records against existing records in the repository could be limited to ONLY titles with portfolios in a selected electronic collection. As the Alma CZ bibliographic records for ebooks are often of poorer quality than the records provided by vendors to collection subscribers, we prefer to import the vendor records and de-link from the CZ record, but the matching on import can't be limited to just the records in the collection, and we often accidentally…
229 votesNow as part of the repository import users can limit the match of Bibliographic records to a specific Electronic collection
For more information see the Alma online help for Select an Electronic Collection to match against
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Show partner in lending request list
It would be a nice extension to add a field that shows active partner as in the borrowing request list
This would result in a lot less clicking on the edit button.226 votes -
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.
224 votesCompleted as part of Alma December release:
It is now possible for a resource sharing lending library that is using NCIP-P2P to send an automatic claim to the borrowing library when the request is overdue. The claim is sent as an email.
For more information please see Alma release notes https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201812BASE -
way to report in Analytics for the POL Note
Need the ability to report in Analytics for the POL Note. We would like to be able to pull a report for POLs which have a note.
The only POL note that I can find in Analytics is the Note to Vendor but the notes we are adding are not in this field.222 votesThe PO Line Notes field was added to the PO Line dimension in the following locations. It contains the notes on the PO line. Multiple notes are separated by a semicolon.
E-Inventory
Funds Expenditure
Physical Items
Purchase RequestsFor more information please see Alma December Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Calendar Management - update Calendars by uploading Excel spreadsheet
It is very time-consuming updating calendar exceptions each year in the Alma interface. Using Tools, It is possible to export calendars to Excel so please could you make it possible to import them as well because it would be so much quicker and easier to make the changes in Excel. In most cases, I just need to adjust the dates slightly rather than adding a new record.
Like other University libraries, our opening hours pattern is quite complex: 4 campuses with different hours, night opening for part of of the year at 2 campuses, early closing during the summer rotated…
221 votesAn import action is now available on the Calendar Management page to allow you to bulk update calendars using an Excel spreadsheet.
for more information please see Alma April release notes at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Ability to Configure Borrowing Requests Status in Primo
The status of borrowing requests is displayed in the user's account (MyLibrary) in Primo. The statuses are not very user-friendly as they are the Alma statuses that are meant for staff. For example, "Locate failed" is quite disturbing for a user to see when checking the status of their resource sharing borrowing request.
We have been told that these values are in a hidden table in Alma and cannot be translated. We would like to be able to configure this table, or be able to map these statuses in a better way.
220 votes -
Add 'activation note' to purchase order screen for electronic orders
When ordering print material it is possible to add a 'receiving note' on the order screen. This note is visible on the receiving screen.
The same feature would be beneficial to the electronic ordering workflow: an 'activation note' available on the order screen which carries through to the activation screen.219 votes -
Add Electronic Services information to the Analytics Link Resolver subject area
Currently the Link Resolver subject area of Analytics allows us to generate reports on the number of times all electronic services are delivered and clicked.
We would like to see the details of which electronic services are being clicked, and which are not.
This is valuable information for us when making decisions about collection displays and edits we might make to the online services order.
To do inform these decisions we would like the Electronic services information to be added to the Link Resolver subject area in Analytics.218 votesYou can now create reports for the number of times a service was clicked. To allow this feature, the OpenURL Service Details dimension was added to the Link Resolver Usage subject area. It contains the following fields:
- Electronic Collection ID
- Electronic Collection Name
- Interface Name
- Is Clicked Service
- Is Digital Service
- Is Electronic Service
- Is Network Service
- Portfolio ID
- Service Type
For more information, see OpenURL Service Details.
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Add 'Test access' button to New Portfolio editor
When adding a new local portfolio in an electronic collection we will always test access before the task is completed.
Currently we have to click 'Save and done', search for the portfolio and then test access. If the link is incorrect, we have to edit, save, and test again.Please add the 'Test access' button in the New Portfolio editor as in the Electronic Portfolio Editor to save us time and extra clicks.
216 votesA new page action is added that enables the user to save the newly created portfolio and test the access simultaneously.
For additional information please see Alma May Release Notes
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Improve usability of 'Automatically Print Slip' in Resource Sharing
When receiving Resource Sharing Borrowing items, the 'Automatically Print Slip' option is only remembered for the current session, which leaves this vital function open to error.
This could be improved in one of the following ways (in order of preference):
Option 1: Provide a configuration option in one of the code tables to set the default (this would also be desireable for all similar functions elsewhere, such as in RS Lending).
Option 2: Make the last selected option persist across sessions so our staff can set it once and not have to remember to set it every time.
Option 3:…
216 votesThe Automatically Print Slip option in the resource sharing receiving interface was enhanced. This option is used when printing the Resource Sharing Receive Slip Letter when receiving a physical item. It now retains the last value you selected for this option.
For more information please see https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Patron Loans - Temporary Embargo
Boston College Libraries lend a variety of technology items to members of our community - iPads, laptops, laptop chargers, calculators, etc. These items typically circulate for 4 days or 4 hours and we have a no renewals policy. However once an item is returned we have no easy way to ensure that the same patron does not return to the desk within 5 minutes and borrow the same item or like item again. What we would like to be able to do is configure Alma so that patron x cannot borrow the same or like item within x period of…
216 votesThe May 2018 Release includes:
You can now configure a re-loan limit, preventing patrons from re-loaning items that they have just returned.For more details see: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/08_May_2018/Alma_May_2018_Release_Notes/04Fulfillment_-_May_2018_Enhancements#New_Re-loan_Limit
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Add functionality to merge patron records when there are duplicate patron records.
The merge should let the user identify the source record and the incoming record, and retain all of the loans, holds and notifications on the incoming record to add to the source record. This way, the remaining record retains all the information from both records, but deletes the incoming record so there aren't any duplicates.
213 votesA user with appropriate privileges can now merge one or more user records into another user record. You can select which segments to merge (contacts, identifiers, notes, blocks, demerits, statistics, attachments and proxy for). All fulfillment activities are merged (loans, requests, fines/fees and interested users) to the new user. To enable this feature, contact Ex Libris customer support.
For more information please see August Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201908BASE#merge_patron_records -
Add URL to einventory analytics for both electronic collections and portfolios
Generating a list of URLs that relate to either portfolios or electronic collections would be hugely useful. The Export URLs job that currently exists in Alma doesn't attribute URLs to resources, and also isn't complete (can't handle parser details).
212 votesCompleted as part of Alma December release:
Electronic inventory information including URL was added to the E-Inventory subject area
For more information please see Alma release notes
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201812BASE
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