Alma

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  1. Hyperlinking from the Request Queue/Hold Shelf to the Patron Record.

    When an item is returned in Alma, the screen displays the patron name, which is hyperlinked through to their patron record.

    I wondered whether this feature could be incorporated into the Active Hold Shelf and/or the Resource Request Monitoring list and/or the Request Queue as well. Currently these pages display the patron name, but the name is not hyperlinked to their record (see examples attached). It would be extremely useful to be able to go directly from the Request Queue to the patron record, or the Active Hold Shelf to the patron record in order to loan the requested item…

    21 votes
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      0 comments  ·  Fulfillment  ·  Admin →
    • Physical Holdings should be considered in determining Primo Availabilty.

      At this time, Alma physical holdings are NOT considered in determining article coverage in Primo search results. The system should be smart enough to recognize physical holding date/coverage. ExLibris should create a look-up tool that will check our physical holdings and offer Get It details so patrons will see that articles are available in print journals that are owned by the library.

      80 votes
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      • Electronic collections - let notes tab show active for functional notes

        When viewing electronic collection/service/portfolio records, the note tab does not show active - a blue triangle in new UX - when content has been added to the functional notes - authentication and/or public. I understand that currently the content indicator "turns on" when content is added via the "Add Note" feature but it would help workflow if staff did not have to click the notes field to discover if authentication or public notes had been added to either collection, service or portfolio editor. Let the notes tab show active whether the notes are functional or internal.

        10 votes
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        • Make the SAVE button more prominent on the Invoice Screen

          I have had a suggestion from my staff to make the SAVE button on the invoice screen more prominent. We have several workflows where one person puts an invoice in review and then it is checked by a second person before moving to In Approval. We have discovered that the incidences of someone hitting SAVE & CONTINUE rather than SAVE in the new Alma interface has increased. When we looked at the old interface versus the new, we discovered that that SAVE is now white and much fainter. At least having it the same color or size I think would…

          12 votes
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          • temporarily unavailable

            For electronic collections - under the Activation tab for Service temporarily unavailable:

            Instead of selecting a date to turn the notice on, allow staff to select the date on which the notice will automatically expire, and then on that date, have Alma automatically set the temporarily unavailable button to off and blank out the reason/text box. Also, consider making that text appear in red.

            Logistically, it makes more sense for the notice to automatically disappear, since there is no mechanism in Alma to remind the staff member that such a notice has been added to an electronic collection. So setting…

            59 votes
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            • Fulfillment Network - Institutional drop down menu for patron/item

              Fulfillment Network - find patron/item from another institution: Currently in Alma, when selecting either an item or patron from another institution, the drop down menu is in a random order. There should be a way to change the sorting of that list (alphabetically for example). This menu can be found in the Manage Patron Services, Return Items, and Scan in Items.
              This carries over to Primo for users placing requests. Both the institution and fulfillment network scopes. The pickup institutions should be listed alphabetically.

              105 votes
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                0 comments  ·  Fulfillment  ·  Admin →
              • Export slips to PDF

                Currently, Alma only allows exporting slips to Excel or "printing" to an email address. Please *please* add an option to export to PDF, using similar output that gets sent to a printer. Seems like it would be easy to add, and would be immensely useful.

                Jeremy Kurtz
                Arizona State University

                77 votes
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                  2 comments  ·  Other  ·  Admin →
                • bursar integration - option to export fine/fee credits even if minimum value > 0

                  Currently in order for fine/fee credits to be exported in the bursar integration, the minimum value must be set to zero, which means Alma will export fines of any amount even if they are very small.
                  We would like to be able to set a minimum value for the fine export, but still export credits. Ideally we'd like a checkbox to tell Alma to apply the minimum value amount to credits as well as to debits. For example if we set the minimum value to $5 and check a box to include credits, Alma would export any fines over $5,…

                  15 votes
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                  • Improve financial forecasting of subscriptions

                    It would nice to have more functionality in terms of subscription financial forecasting.

                    Although we can roll over subscriptions with a blanket % increase, we would like to be able to input and overwrite this where we know price increases will differ.

                    In addition, where we know the increases for multi-year agreements, these can all be set in advance, allowing for more accurate encumbrance figures.

                    12 votes
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                    • Lending request can go wrong too easily

                      As it is now when one is doing more lending request it is too easy to make a mistake. When you chose Ship suddenly we cannot see which document that you are shipping so one can easily believe and chosing a barcode that doesn't belong to that post goes just as swiftly as the one you should have chosen. It is no way of seeing that things have gone terribly wrong.

                      Then when you try to ship the other using the right barcode that doesn't go and NOW you see something is WRONG, and you have 2 faults in stead…

                      12 votes
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                      • Add Vendor contact details to Analytics

                        We would like to be able to report on the Vendor contact fields of address, phone and email in Analytics.

                        37 votes
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                          2 comments  ·  Analytics  ·  Admin →
                        • Only send Ful Item Change Due Date Letter for changes to due date

                          We've run into a real problem with recalls. We can set some items to be recallable, and others to not be recallable. However, both categories get their status changed to "Recalled." Non-recallable items simply don't get a change to their due date. Despite this, patrons who have checked out non-recallable items still get the Change Due Date letter, with a notice that tells them their due date has not actually changed. This letter currently is triggered by recalls with due date changes, recalls without due date changes, other due date changes, or recall cancellations. We think this is too much…

                          8 votes
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                            2 comments  ·  Fulfillment  ·  Admin →
                          • Requestable by Campus Affiliated Patrons Only

                            We have an idea to reduce Transit Time: We whish to be able to limit physical items to be requested by campus affiliated patrons only.

                            This means that e.g. books in a specific collection in a specific library, is only requestable by the patrons affiliated with that specific library.

                            Explanation:
                            Our most requested physical items is in the Compulsary Readings Collection. This collection consists of identical titles, and every campus library has this collection. The items are requested a lot, and by patrons on all campuses.
                            Result: These items fly back and forth between campuses, and spend lot of time…

                            12 votes
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                              0 comments  ·  Fulfillment  ·  Admin →
                            • Direct to source Test Access button

                              When you click on the "test access" button or link in drop down menu Alma takes you directly to the e-book/e-journal rather than going splash screen of portfolio resources that directly link to the e-book/e-journal

                              or

                              Add a button or link that directly goes out to the e-book/e-journal/database on the web skipping the splash window (see attached screen shot. Opening in a new browser windows without taking you away from the Alma browser window you are working on

                              11 votes
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                              • Authority--Normalize periods in initialisms and acronyms by elimininating them, not replacing them with spaces

                                Currently large numbers of headings with initialisms and acronyms appear as "ambiguous" on the Authority Control Task List. When viewed in "edit" the headings appear both with and without periods. There is, in fact, no ambiguity because both forms of the heading appear on the same authority record. One form is in the 1xx field and the other is in the 4xx field. Examples are: PBS Distribution (Firm), NASA technical memorandum and JPS anthology of Jewish thought.

                                This is a problem because headings listed as "ambiguous" need to be manually edited to link to the authority record, one-by-one. There are…

                                12 votes
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                                • Option to increase number of results displayed in Alma

                                  It would be really helpful if we could choose how many results to display in various areas of Alma such as e-resource collections/portfolios, jobs, etc. Currently only 20 results display at a time. Perhaps you could give users the option of displaying 10, 20, 50, 100, 250? I realize that many search results can be exported to Excel but it would be nice if we could choose to display more within the Alma interface.

                                  12 votes
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                                    0 comments  ·  Other  ·  Admin →
                                  • Allow Alma to allow renewals if a certain number of copies are "In Place"

                                    We circulate short loan laptops and equipment but have a threshold that needs to be in stock before we will manually renew for users. As a result, we need to mediate renewals. It would be great if Alma could do this automatically so we could allow self-renewals of short loan equipment.

                                    11 votes
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                                      0 comments  ·  Fulfillment  ·  Admin →
                                    • Activate recalls by user group

                                      Allow libraries to modify recall rules based on each user group.

                                      Currently recalls can be turned on or all for all user groups only. It would be beneficial for many libraries, especially academic, to be able to modify recall rules by user group. As an academic institution, we would like the ability to allow certain patron groups to recall books, but block recalls by our visitor and community patrons, or patrons at other institutions. This would help prevent situations where a student working on a project or thesis from having their books recalled by a visitor patron who would like…

                                      16 votes
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                                        0 comments  ·  Fulfillment  ·  Admin →
                                      • Obligate the user to choose a pick up location in the resource sharing form

                                        On Renouvaud the users could fill in a form to request an article or a book for the Inter Library Loan.

                                        But, they don't read all the form and much of them don't choose a pick up location.

                                        The problem is that if they don't choose one, a "default pick up location" is selected.

                                        We would like that the drop down menu begin not with a pick up location but a little sentence which ask the user to choose a location (see attachments).

                                        Thanks !

                                        53 votes
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                                        • Extension Indexing for Alma-D

                                          Publish the complete amazon S3 repository URL of a file contained as a digital object, so that Primo could fetch the data with a file splitter.

                                          19 votes
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                                            0 comments  ·  Digital  ·  Admin →
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