Alma
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1696 results found
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Pick From Shelf Notification for Staff
We would like to have the ability to have "Pick from shelf" send email notifications to certain staff members when a patron requests a book be put on the hold shelf for them to pick it up. This would be easier and more efficient for us, than periodically logging into Alma and clicking on "Pick from shelf" to see if anything is there. Thank you.
15 votes -
Create a "natural language" editor to create Normalization rules
The process for creating Normalization rules is unnecessarily complex and difficult, particularly for those of us who are not familiar with Drools logic. Our previous LSP had an intuitive interface which made creating rules to change details in MARC records much less time consuming. Ex Libris would do well to create such an interface.
15 votes -
Add Library Filter to Create Fulfillment Sets
The Create Fulfillment Sets functionality would be so much more useful if we could choose to create sets by Library rather than by the whole institution.
It's a very rare case to want to see Overdue, Lost, or Claimed Returned items for a whole institution and having to export the data into a spreadsheet in order to filter the results is very time consuming.
15 votes -
Enhance Shelf Report
Shelf report is a great tool but only searches for items based on permanent location and not their current/temporary location. As a result, items that are on display will display exactly as if they are missing and scanning a display shelf shows that the items were scanned but do not belong in that location, the same status as if an item from the traditional shelving was placed on the display shelf.
Additionally, it was previously posted (June 28, 2022) that it would be useful to be able to select multiple locations when performing a shelf report. It was commented that…
15 votes -
Create "Quick Cataloging" placement default as "Institution" rather than "Network"
When creating an item at checkout, or a brief record, Alma opens up a Quick Cataloging window that defaults the "Placement of new record" into the network. Since these records most often end up with the Cataloger under review, I feel that Alma should default to the Institution Zone instead. This will ensure that we do not unintentionally add these records to the Network zone.
15 votes -
Addition of the invoice fields 'Invoice-number' e 'Invoice-date' to the Physical Items subject area
It would be useful if Alma Analytics could allow the creation of a report of newly purchased physical items including not only bibliographic data but also administrative and invoice data, such as for example the number and date of the invoice. Currently, the 'Physical Items' subject area only contains the 'Invoice Status' field and it is not possible to integrate it with the 'Invoice-number' and 'Invoice-date' fields present in the 'Funds and Expenditure' subject area.
15 votes -
Add the ability to search ( and save query ) for holdings with suppressed tag yes
Please add the ability to search ( and save query as a set ) for holdings with suppressed tag yes.
Right now we can search for Holding having Tag Suppressed at Title level. This is not enough and is sometimes misleading (e.g. when a Title has 2 holdings, one suppressed and one not suppressed).We need to identify, save as set and manipulate holdings having tag suppressed at holdings level. This info has been added at Items level in Analytics, and is useful in case of report, but we need to work at Holdings Level in Alma with real time…
15 votes -
Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices
We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.
14 votes -
Hold active until (collection) date
currently the time a requested book is held for a borrower does not show unless you go into the Active holds lists. It would be helpful if this was shown when the book is checked in and on the notice that automatically goes to the printer (which we put in the book until the book is collected)
14 votes -
Configure paired libraries to have own Discovery Widget in Alma
We have two libraries and would like to have the Discovery Widget visible on Alma's initial page based on own libraries collection. When I go to Configuration Menu > Discovery > Display Configuration > Configure Views, 2 libraries are listed. If I select my own library, my own library discovery widget becomes the default to both libraries. We'd like each library to have their corresponding collection on the Discovery Widget.
14 votes -
Allow the system to change formats for example Physical One time to Electronic One-time and vice versa.
At the moment when you have created an order for a physical book, but then want to accept the e-book instead, the system does not allow you to change the format as it expects you to follow the workflow of the format you ordered in the first place.
14 votes -
Automatically add new user statistical categories as they are imported via the SIS integration
As a system administrator I want any new statistical category codes used in the student file import to be added to the table as they appear in the file. Voyager previously added the code and then a system administrator could add the description to match.
14 votes -
Run a "change temporary location indications" job
This functionnality is currently available only with the "change physical item" that allows change for all item indications. Such a new job would help all librarians to change temporary locations for a set of documents avoiding the risk of errors in other item fields. With that new option, it would be possible to keep the "change physical item" job only available to ILS manager and let all librarians run the "change temporary location indications"
14 votes -
Enable a "Reprompt" option in Analytics
Currently, when running a prompted report, if you want to change your selections after running it, you must go back to the catalog and start over from "Run". It would be a great time savings if there were a "REPROMPT" option, which took you directly back to the prompt screen. Inclusion of a "retain choices this session" toggle and a "clear all choices" button on the prompt screen would be useful as well.
A use case would be when I am trying to determine why a particular item is hanging up on a task list or is being prevented from…
14 votes -
Add members to set from results screen
We would like an easier way of adding individual titles to itemized sets. It would be nice if, on the results screen after performing a search, you could click the ellipses menu for more options and see "Add to set" there, which would then direct you to select a set to which you'd like to add that record.
14 votes -
Release Remaining Encumbrance and Accrual Accounting do not work together
Colleagues
For those of us that use accrual accounting, the inability to release remaining encumbrance causes difficulties in calculating expected expenditure as the fiscal period draws to a close.
Ex Libris propose a workaround for this limitation (fault), article https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_do_I_batch_release_encumbrances_in_Alma%3F.
I would like to see full functionality within Alma, that enables these two features, Release Remaining Encumbrance and Accrual Accounting, work together, to ensure remaining in year encumbrances can be calculated accurately.
Regards
Wayne
14 votes -
Electronic Coverage Dates should be in a date format and be available in Analytics as such
Currently, electronic coverage dates are considered as strings and not as Dates. We request to treat them like dates and add them to Analytics, in order to base reports on these dates.
14 votes -
Ability to order facets in Alma Resource Sharing
For our workflows it would be useful to be able to move assignee to the top of the Facets in the new Resource Sharing screens for Lending and Borrowing
14 votes -
Option to set over encumbrance or over expenditure as either an absolute amount or a percentage
This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.
We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.
14 votes -
Set standard opening hours in advance
If the Library decides to change the standard opening hours of the Library for the coming year you currently have to wait until the first day of new hours to be able to input them as standard hours into Alma.
It would be nice if Alma allowed you to enter new standard opening hours in advance and to set a date in which they would come into effect. That way you wouldn't have to schedule to change them on the first day of the new hours.
An example would be if new standard hours were decided on by Library Management…
14 votes
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