Alma

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  1. Analytics Usage Subject Area

    Provide a subject area that would support analysis of how much analytics is being used. For example, how many analytics reports are run in a given month.

    3 votes
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      planned  ·  2 comments  ·  Analytics  ·  Admin →
    • Enable journal coverage date ranges to be shown whilst still allowing direct linking.

      Our students want Direct Linking enabled, because they expect to go straight to the full text of an item when they click on the search result. Our academics want to be able to see the range of dates for which we have access the journal title they've searched for, like they could when we were using SFX as our Journal search.

      We have Direct linking enabled which means that journals we get from a single supplier go straight through to the journal without showing the coverage date range, causing numerous complaints from academics. We tried the solution suggested by the…

      58 votes
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      • 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  ·  14 comments  ·  Fulfillment  ·  Admin →
        • Add "Previous User" in Manage Patron Services

          It would be great to have feature to see the last previous user that you pulled up in the Manage Patron Services Patron Identification page. We often find ourselves needing to look up information on the patron who we just checked out materials too.

          154 votes
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            4 comments  ·  Fulfillment  ·  Admin →

            “In order to balance between this great idea and the privacy concerns that have been raised before with regard to fetching information about previously active patrons at the desk., we will look into enabling the Recent Search feature of the new UI for fetching patron searches only within the same session”

          • test access of portfolio in CZ before activation

            There should be a way to test access on a CZ portfolio without having to activate it in IZ first.
            Currently, when looking for a portfolio to activate in the CZ, there is no way to test access or view the parse parameters until after the portfolio is activated. If it is not the correct portfolio, you then have to open the collection, go to portfolios, search for the title and then delete it. It would be easier if the link could be tested in the CZ before activation. (seems like this was an option in SFX?)

            62 votes
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            • Alternative process for resource sharing borrowing requests rejected by last partner on rota

              This idea is copied from ners request 4995 proposed solution which didn't make the cut-off in the second round of voting.

              When a resource sharing borrowing request is rejected by the last partner on the rota the request is automatically cancelled. The proposed solution would mean the request isn't cancelled and then staff can add new partners to the rota or decide to cancel the request if there are no other options for fulfilling the request.

              Proposed solution:
              A workflow profile option will enable determining whether a rejected request (on the borrower side) will be considered automatically cancelled. Currently, the…

              107 votes
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                planned  ·  1 comment  ·  Resource Sharing  ·  Admin →
              • Ability to Relink Holdings of In Process Items

                I would like the ability to relink holdings for items that are in process. When preparing a new item in Alma, sometimes I need to relink a holding to a different bib record. Currently, Alma does not allow this unless the item is in place and gives the error message “The item is not in place and there are requests registered for this item. Please handle the requests before {0} this item.” I would like to attach the holdings to the correct bib record before putting the item in place. It would be helpful if Alma allowed relinking to occur…

                41 votes
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                • Need a way to retrieve HOLDINGS where there are no ITEMS associated with the holding

                  Currently, there is no good way in either Advanced Repository search or Analytics to retrieve Holdings records that do not have items attached. The "has no inventory" indexing only returns bibs with no holdings, not holdings with no items. In order to have the holdings fields exposed to the Repository Search, you must select either Physical Title or Physical Item, which then only looks at records where there is an associated item record.

                  The same seems to be true in analytics. I can create an analysis using the Titles table and filter to "Number of Physical Items (All) = 0",…

                  167 votes
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                    planned  ·  3 comments  ·  Analytics  ·  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  ·  9 comments  ·  User Management  ·  Admin →
                    • 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  ·  4 comments  ·  Fulfillment  ·  Admin →
                      • 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

                          • 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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                                        • 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 →
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