Alma
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1823 results found
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Change Financial Year dates after they have been set
It doesn't look as if it is possible to change the start and finish dates of any financial year in Acquisitions Configuration > Fund And Ledger Fiscal Period table mapping tables once the year has been created, unless it is deleted completely.
Can it be made possible for the start and (in particular) the end dates to be edited having already been set and saved, if so required?
Being able to do this would be of particular benefit around the time of a financial year rollover, especially if an institution cannot be certain that all financial transactions for the outgoing…
17 votes -
Improvements to Pick From Shelf list needed
Currently our staff spend too much time managing requests. Improvements to the interface for Pick From Shelf would help in some of these cases. We would like to see:
- A search box.
Very often we need to target a particular request, a task made more difficult by less than ideal facets (see #2). Search functionality exists under Monitor Requests & Item Processes, but not all options for handling requests are available in that view (such as "Skip Location").
- Better facets.
Two of the facets available in the Monitor Requests & Item Processes view would be great for Pick from Shelf:…
17 votes -
Alma user mgmt: Ability to add role profiles to a set of users
Currently you can add roles to a set of users as per http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_add_a_role_to_a_group_of_users%3F. However, if you want to add multiple roles you have to run the job multiple times and potentially for different scopes each time.
It would useful to be able to apply role profiles to a set of users, as you can predefine many roles in a profile.
17 votes -
Additional inventory functionality for Alma App
At Northwestern we need to do regular checks of library carrels to make sure that books are checked out to each carrel. Since moving to Alma our process for doing these checks has become more labor intensive as we must perform several steps to check (1) if the item is on loan and (2) who it is on loan to.
It would be helpful of there were an option to scan in an item and immediately view current process type and if on loan, the patron name. Unlike Scan in Items, this action would not result in an action on…
17 votes -
Import Profiles - Match Profile add 028 - Publisher or Distributor Number to one of the match methods
When loading records via import profiles it would be great to be able to match on the 028 - Publisher or Distributor Number. Could this be added to one of the match methods currently available or added as a new match method>
17 votes -
Ability to change item's Material Type while in process
We would like the ability to change an item's Material Type while the item is in process. Currently, Alma does not allow this unless the item is in place. If the item is in process, we get the error message, "The item is not in place and there are requests registered for this item. Please handle the requests before moving or updating this item." Incorrect material type is part of the reason the item was sent to processing, so it seems strange the change cannot be made while the item is there.
17 votes -
Differentiate Returns screen from Patron look-up screen
Our student workers at circulation keep on trying to scan student IDs in the returns box or item barcodes in the Patron services box.
I would like to make the highlight around the Returns box anyway a different, bright, distinguishable color. It would make it easy for a student to glance at the screen and think, "bright yellow, I'm on the returns window." See attachment for a preview of this option.
(I realize our students should just pay more attention to what they are doing, but they don't.)17 votes -
Show orders and requests in repository search regardless of role
Every staff member should be able to see if there are orders or requests for a title regardless of their roles.
It's important e.g. for staff at info/circulations desks to see why a title without items is found - as well as for receiving operators to see if there are any patron physical item requests...Still, of course, one should only be able to edit orders or requests with the respective privilege.
17 votes -
Ability to convert from digital/electronic to physical request
we have encountered issues when a citation for a digital/electronic request for an article/chapter is either beyond what is permitted within copyright policy or is insufficient to determine what is needed
rather than cancel the request and have it hit the next institution on a rota, we prefer to be able to to convert the request to physical and route the entire item to the borrowing institution, much like the functionality available in ILLiad
would it be possible for there to be an option to convert a digital/electronic request to a physical request?
currently, we are required to close out…
17 votes -
Set different reshelving time for specific collections in a library
The August release added a temporary Awaiting Shelving status which can only be configured at the library or circulations desk level.
We circulate all of our collections through one circ desk, but have a much shorter reshelving period for course materials (less than an hour) than for the general collection (up to a day). It would be useful to set different time to reshelve periods for these collections.
17 votes -
Allow to change the default value of “Item owner” field to “Any Institution” when lending items
When lending items, the default value of the field “Item owner” is “My Institution“. It should be possible to decide the default value of this field, “Any Institution” for example. This would save many clicks for people working at desk.
17 votes -
Add ability to see which patron is currently viewing a digital book- A functionality for CDL
As a reference librarian, I would like to 1) see which patron is currently viewing a digital book on the Waiting List tab within the digital representation and 2) have the ability to manage that patron’s session.
Presently, I have the ability to see who is next in line on the patron waitlist, but I can't tell who has the book out now.
From the patron standpoint, they might simply X out of Primo VE, thinking they have finished the book, but it is still out in their name.
This becomes problematic for me as the book is in limbo,…
17 votes -
Prioritize requests by location or fulfillment unit
When a user submits a request at the title level in Primo VE there should be a way to prioritize certain items in a holding by location or fulfilment unit. For example, if a book has copies available in a circulating location, but there are also copies available in a non-circulating collection that is managed by a Reading Room desk, the circulating item should always get priority.
17 votes -
Make it easier to create sets of courses
The only way to create a set of courses is to get the course IDs from analytics.
This is a problem for Sandbox where we have no access to analytics - especially for those of us with generic data.
eg...
1. Include the course ID when downloading a list of courses to Excel with All Fields selected (and make the course ID an option to view in the table.
2. Enable save and create set when viewing a list of courses
3. Enable course code to be used when creating a setThis would be very helpful now that we…
17 votes -
Import Special Characters from ILLiad to Alma's temporary item via NCIP Connection
Special characters, such as in Asian, Arabic, and Slavic languages, turn into question marks (??????) when Alma's temporary item is created via the NCIP connection with ILLiad for incoming Borrowing Loan items. So, the patrons cannot tell which ILL item is which in their Primo library account, also Hold Slips are printed with "?????" as the titles and authors and very confusing for both staff and patrons.
Because the API for ILLiad and Alma connection was created by a third party and is not going to be updated, please consider creating Exlibris' own API (ILLiad Addon) for the NCIP connection…
17 votes -
Packaging PO Lines into a PO: properties
Currently PO lines are packaged into a single PO if all the following properties match:
- Vendor account
- Owner
- Currency
- Continuity – One-time/continuous
- Acquisition method
- Source type
- Ordering Library
- FundWe order from some suppliers in different currencies. Therefore, the match criteria "Currency" is unfortunately not ideal for us.
It would be great if you could adjust the criteria here for your own institution.Thank you in advance!
17 votes -
SUGGESTED SOLUTIONS
When encountering a problem (such as the inability to reactivate a request), could the system provide a pop-up with a definition of the problem and a suggested solution, like Google's "Did you Mean"?
17 votes -
Add the Lender's mailing address to the Resource Sharing Receive Slip Letter xml
Adding this xml to the letter code would allow us to print the Lender mailing address on our Resource Sharing Receive Slip Letter. This would help us be more efficient by printing just this single letter at the time this item is received, as we normally would. Then, when our patron returns the item with the slip, we won't have to physically print out the mailing address, and can use the slip already enclosed in the book.
For example, this xml info is included in the Ful Resource Sharing Request Slip letter in the following fields: "notificationdata/partnershippinginfo…
17 votes -
Analytics: Add the country to subject Area digital usage details
The country of download and the organization are key information about the digital usage details as they add value and context to the statistics. This information is very important to our institution. Would it be possible to add the country, country code and organization to the digital usage details the same way as in Esploro subject area Asset usage details
17 votes -
Retrieving Returns from Advanced Search
Currently there is no option in Advanced search to detect all the recent Items returned on a specific day.
There is an existing function in Alma thats possible to detect only LoansPlease add this feature to be able to retrieve Retuns in Advanced search and not just from analytics (there the data is updated only to the previous day and not the current) .
16 votes
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