Alma

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  1. 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 →
    • In Analytics add fund information to e-inventory subject area. This needs to be available at both the collection and portfolio levels.

      The e-inventory subject area needs fund information added to it at both the collection and portfolio levels so users can write reports that show them how much they have paid for their e-inventory based on a given fiscal year and/or at the p o line level.

      176 votes
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        planned  ·  8 comments  ·  Analytics  ·  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

        • Moving portfolios from one collection to another

          Remove portfolios from collection in bulk to become Standalone Local Portfolios, or be able to simply move portfolios in bulk from one collection to another collection.

          6 votes
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          • analytics Itemized sets

            Be able to run Alma Analytics on set of items listed in Itemized sets. I trying to run circulation statistics on set of books captured by Itemized sets but it doesn't look like there is a way to do so.

            2 votes
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              planned  ·  1 comment  ·  Analytics  ·  Admin →
            • 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 →
              • 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 →
                • 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 →
                  • 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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                    • 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

                      • Ability to search via free text MARC tag and subfields

                        We would like to have an advanced search option that allows us to enter the MARC tag number (and subfields) for searching, in both bibliographic and holdings records. This would also require the option for keyword indexing of all MARC fields.

                        255 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  ·  4 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”

                            • 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

                              • Make it possible to delete a NZ bib record from the Institution tab for records that are CZ in origin (consortial environment)

                                It is possible to delete a Network Zone bib record from one's institution tab, provided that (1) it is a record created within the Network Zone and (2) it is not "Held by" other institution from the network. However, when the record is originally from the Community Zone deleting it is not possible. Even when it is not "Held by" any other institution from the network. This results in a multitude of Community Zone bib records to which there are no holdings in the network. Needless to say, it will be a great asset if institutions can actually delete them.

                                125 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 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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                                    • Automatic removal of lost item from patron loan list once replacement fee is paid AND recorded in item history.

                                      Currently, when an item becomes "lost" and a patron is charged the item's replacement fee, when the patron pays the replacement fee, the item remains on the patron's list of loans. So, one either must individually delete" lost loans that are paid for or run a close lost loans job. Neither action is recorded in the item's history. the item is paid for. Ideally, once an item is paid for, the item should be automatically removed from the patron's list of items and have a process type of "missing" or "lost and paid for" or something along those lines. And,…

                                      166 votes
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                                        3 comments  ·  Fulfillment  ·  Admin →

                                        Great idea !

                                        The plans is that If the replacement AND processing fees that are linked to the loan are fully closed (for any reason – including bursar export) then:
                                        1. The item process will change to a new ‘Lost and Paid’ status. The process status will be removed if the item is scanned in.

                                        2. The loan will be closed. The Loan History record will be generated as ‘Paid for’ rather than ‘Return’.

                                        Thanks !

                                      • When entering dates of coverage in portfolios, make it all click through tabs

                                        Before the Nov. 2016 release, when you entered dates/vol/issue numbers in the portfolio coverage, each space could be clicked into, then tabbed to the next one. Now each time you enter a year, the system saves and you must click into the next box. This slows down the work and adds more clicking. Can we go back to just tabbing until the final save?

                                        12 votes
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                                        • 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,

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