Alma

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  1. 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 votes
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      Thank you for this idea.

      We will enable NCIP P2P partners to send overdue loan emails.

      1..It will be possible to configure an email address for NCIP P2P partners

      2. The Overdue job will send an email to the NCIP P2P partner, like it sends to email and SLNP partners.

      Regards,
      Moshe

    • On Hold Shelf – new sorting option

      We need a new hold shelf sorting option.

      Non of the existing sort options currently existing in Alma is working for our needs. They are ether to long and specific for the user or do not work with our privacy policy when we have a “self service” hold shelf.

      It should be a combination of date and a generated number. The generated number should be restarted every day. This number should be visible in the manage patron services and idealy have a persistant search option.
      The number could be [day of moth]+[generated number]-[18-00001]- the generated number should be for the…

      368 votes
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        Thank you for this idea.

        We will develop an additional ID that will be added to requests, as an exposed ID. The ID will:

        1. Be added to the pick slip and the hold shelf email

        2. Show in the hold shelf (active and expired) list

        3. Serve as the secondary sort (after the option selected in the UI) in the hold shelf (active and expired) list

        The ID will be generated based on a configurable prefix + sequence.

        Thank you,
        Moshe

      • Pop up user notes

        Currently, we only have block notes pop up when scanning patron ID in "manage patron services". It would be lovely if a specific user notes (which can be added manually by staff) like "circulation" notes can be popped up to warn the staff like the patrons' email address is incorrect or this is a distance student etc. Please feel free to ask more question re this idea

        101 votes
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          planned  ·  12 comments  ·  Fulfillment  ·  Admin →
        • View only administrator role

          The administrator role may be helpful to get a full overview of the configuration and possibilities of Alma. However, this role can have far-reaching consequences and should not be given to anyone.
          A "View only" administrator role would be helpful for local Alma project group members to get access to the whole config, with no risk of modifying/deleting the configuration.

          22 votes
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            planned  ·  8 comments  ·  User Management  ·  Admin →
          • Less Scan In operations

            Despite the fact that Work Orders (WO) can be linked to a Circulation Desk, working with Work Order Departments and Circulation Desks in a same session can still cause many Scan In operations for the staff.

            There might be indeed several scan-in operations before an item becomes finally indicated as available (on shelf) on Alma/Primo. This is particularly the case for smaller libraries or library branches when most of the operations are made in the front office, at the library desk itself.

            We would like to reduce the number of scan-in operations so that for example at the end of…

            77 votes
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              planned  ·  8 comments  ·  Other  ·  Admin →
            • Add Functionality to the Scan In Function in the Alma App

              Staff at Boston College are conducting a collection inventory using laptops to process items while logged into the full version of Alma. The laptops have proven unwieldy and to address this we have tried deploying iPad's for the work. However we ran into issues with bar-code scanning and the way that Alma presents its user interface on mobile devices.

              We were very excited to hear that Ex Libris had launched an Alma Mobile App. The interface is greatly improved on mobile devices, and we are able to successfully scan bar-codes during our testing using our bluetooth scanners. We were however…

              200 votes
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                3 comments  ·  Mobile  ·  Admin →

                Thank you for this idea!

                Based on our review of the workflow, we will add support for the “Restore” option to the Alma Mobile app. This will allow you to use Alma Mobile in your inventory workflow.

                Mike Dicus
                Alma Mobile Product Manager

              • Resource type for ceased print and electronic serial publications

                Ceased and previous print and electronic serial titles (Newspaper, Journal, and Other Serials) are currently assigned a Resource Type of Undefined, based on 008 pos.6 (if pos.6 = d - continuing resource ceased publication). No other serial date statuses are explicitly excluded from Resource Type in this way.

                This results in a significant functional impact in Alma as excluding ceased and previous title journals from the resource types associated with all other journals (including those with "unknown," "questionable," and other non-current date codes in 008 pos.6) makes it impossible to do a targeted repository search or analytics report. Forcing the…

                144 votes
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                • Ability to change Purchase Type / Order Line Type after an item has been ordered

                  When ordering an item a purchase type must be selected to create a POL. It appears as Order Line Type in the POL after the item has been ordered. It would be nice to have the ability to change the Order Line Type within the POL instead of canceling an order and having to create a new one from scratch. An example would be having the ability of changing the order type Print Book - Standing Order to the order type Print Journal - Subscription within an item's POL.

                  194 votes
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                    planned  ·  21 comments  ·  Acquisitions  ·  Admin →
                  • Creating itemized sets using file upload and OCLC numbers

                    Currently, when we create an itemized set by file upload (also known as "Adding Itemized Sets"), the file upload option only includes MMS ID, PID, Barcode, Item ID, Portfolio ID, or PO line reference. If I have a file of MARC records from OCLC or another vendor, it would be nice to run the OCLC numbers through Alma to see how many titles are currently in Alma. At this point in the process, we don't have an MMS ID. If we could use a list of OCLC numbers, this would allow us to create a set of records based on…

                    31 votes
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                    • Payment option on user Fines/Fees tab

                      We would like to include a "Pay" option in the drop down list at the bottom of user Fines/Fees tab (see attachment). There are many times that patrons want to know their fine details. The staff have to show the patron Fines/Fees tab. If the patron wants to pay after that, the staff has to exit the Fines/Fees tab to pay the fine, which we think is wasting the time. Why don't have a "Pay" option in the dropdown on the Fines/Fees page?

                      39 votes
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                        It will be possible to pay from the user Fines and Fees tab,. This will be possible if there is a ‘Currently At’ desk that allows payment.

                        It will be possible to either pay a line or a balance.

                        This will enable payment and waiving to be done easily from the same UI.

                        Thank you for this great idea !

                      • Add oadoi.org as an option in uresolver

                        https://oadoi.org/ has recently launched with an open API. It automates linking to an open access version of articles using the DOI (eg finding them in subject repositories or institutional repositories). From a very quick tiny-sample experiment, this could fill about 50% of recent articles that show in Primo for us as "no full-text available".

                        At least one library has worked to make this available in their installation of SFX - see https://devtools.mpdl.mpg.de/projects/vlib/wiki/SFXTargets/oaDOIgetFullTxt Could something like this be added as an option to Alma's uResolver?

                        The desired behaviour is that oadoi.org displays as an option if the API's value of is_free_to_read…

                        101 votes
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                        • More flexibility needed for display of locations

                          Our users complain that it is difficult to find the locations of items and that too many clicks are needed to find out if an item is available.
                          This is the most problematic in the Locations display for journals (and monographs with the item description field filled in).

                          More specificly, issues are:
                          - The shelf number is not indicated clearly enough
                          - Users search for items in the library that are not on shelf because they don’t click through to the single holdings display to check the availability (in the "journal display") or because the availability indication like e.g. (1…

                          264 votes
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                            planned  ·  3 comments  ·  Fulfillment  ·  Admin →
                          • Fulfillment: Physical item recall: option to recall more than one copy

                            Currently in Alma when a request is placed on a title where there are 10 copies all out on loan, and none available, a single real-time recall notification is sent to the patron who has the oldest loan, changing their loan status to 'recalled'. The 9 other patrons who have a copy are not made aware of the potential demand for the item at that time.

                            For the case where there are many copies of a title, the patron requesting the title could be better served if we were to recall more than one item. For example, we might say:…

                            174 votes
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                              planned  ·  3 comments  ·  Fulfillment  ·  Admin →
                            • Adding "Level of Service" to Resource Sharing Borrowing/Lending Request Facet

                              Currently, when placing a Resource Sharing Requests (both Borrowing and Lending), clients are able to select a "Level of Service" e.g. Core, Rush, Express. The Borrowing/Supplying library will then base on this level of service to prioritize the workload. At the moment, Level of Service is not available as a facet for filtering in Alma. The impact is that library staff need to go through every requests to find out what level of service the client has requested. When the Borrowing and Lending Request list contains hundreds of requests, this task is impractical and defeat the purpose of having "level…

                              46 votes
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                                Definitely a good idea ! The requested Level of Service is information that certainly effects the processing of requests, particularly on the lender side.

                                We will add the “Level of Service” facet to the existing Resource Sharing Borrowing/Lending Requests task lists.

                                Thank you for a great idea !

                                Moshe

                              • Direct linking based upon linking level

                                We are using “direct linking”, which is great when you arrive at the desired article, but some students find it confusing when a direct link takes them to the journal level (for example), instead of to the article level.

                                It would be great if the direct linking logic could take into account the “linking level” from the Alma electronic collection.

                                A library could then, for example, choose to enable direct linking for linking levels of "issue", “article DOI” or "article", but not of it is “journal” or “volume”.

                                A descriptive note could then be added to a collection’s Full Text…

                                18 votes
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                                • Allow overlap analysis between localized and Community Zone Collections

                                  The most useful element of overlap analysis is to be able to compare the content of a resource you do not subscribe to, to one or more that you already do subscribe to. For example, if a library subscribes to Business Source Complete, and is considering an upgrade to Business Source Ultimate, it would be great if these two packages could be compared using Overlap Analysis, without having to localize or activate Business Source Ultimate. Ideally, comparing a single Community Zone collection that is not yet activated against a library's entire localized holdings would also be helpful.

                                  1 vote
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                                    1 comment  ·  Acquisitions  ·  Admin →
                                  • Search call number into "All titles", "Physical items"

                                    The call number is not indexed for the indices "All titles" and "Physical items". We would like to search call numbers in this indices without more clicks.

                                    1 vote
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                                      Thank you for your idea, it will be possible to search physical titles as well as electronic titles, digital titles and other Alma components from the fixed basic search bar that will be available with the new UX design,

                                    • Develop a ‘sticky’ last search feature in the Repository search

                                      We have staff in multiple roles, who use the repository search feature as part of their daily workflow. These staff run many repository searches a day, however, although people within a particular work area routinely use the same search parameters, across different work areas staff use a range of ‘standard’ search parameters.

                                      We like to request that ExLibris to develop a ‘sticky’ last search feature in the Repository search. This would mean that Alma would ‘remember’ the way the Repository search was last configured, based on the user login. Our idea is that Alma would ‘remember’ a user’s most frequent…

                                      3 votes
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                                      • Opening hours of the library in Alma and renewing in Primo

                                        Circulation desk librarians want to make a distinction between library opening hours in Alma and service hours in Primo so users can still renew items on loan in Primo that day after closing time of the library.
                                        Some libraries close at 5 PM. The due hours of the items loaned in these libraries are thus 5 PM. But in fact the student should be able to renew his items until the end of the day, which is 11:59 PM in Primo.
                                        We have also configured that for students there is a patron limit of max overdue = 0. Which means…

                                        93 votes
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                                          3 comments  ·  Fulfillment  ·  Admin →

                                          Thank you for this idea.

                                          We will create new ‘Closed Library Due Date Management’ options for

                                          - ‘Move to next open day (same hour)’ - ‘Move to previous open day (same hour)’

                                          These options will move the due date if it is on a closed date, but leave the calculated time unchanged, so that it may be 23:59 as per the due date policy.

                                          Thank you,
                                          Moshe

                                        • Add Transit Information to Analytics

                                          In order to track materials traveling between libraries, it would be extremely helpful to have transit information such as Transit Date, Transit From, and Transit To included in analytics.

                                          9 votes
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                                            planned  ·  1 comment  ·  Analytics  ·  Admin →
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