Alma

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  1. 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.

    98 votes
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      2 comments  ·  Fulfillment  ·  Admin →
    • Authority control task list - ability to exclude certain MARC fields and authority vocabularies

      We would like to be able to configure or filter the Authority Control Task List so that only the vocabularies that we authorise are included in the list. Also, it would be useful to be able to exclude or filter out selected MARC fields from the list to make the list more manageable. At present the only way to filter the list is to export it to Excel, which means that you can't work on records directly from the list. A configurable or filter-able list would be much more user-friendly.

      74 votes
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      • Batch Update Expiry Date for Items in Department (Work Orders)

        It would be really helpful if we had the ability to change expiry dates for items in process (in department, with a work order) in a batch. This screen already includes the ability to change status, mark done, and generate barcodes in batch. Adding an option to update the expiry date that way seems like a logical addition.

        9 votes
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          0 comments  ·  Fulfillment  ·  Admin →
        • view-licenses

          We need a profil who could view all information related to a license, including attachements. But this profil must not edit neither delete licenses, neither licenses' informations.

          3 votes
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          • Authority jobs & authority control task list - ability to exclude certain categories of records from authorisation

            Some records are necessarily brief and are not fully catalogued, for example records for Resource Sharing requests, and new records for items that are On Order and haven't yet been catalogued. We would like to exclude such records from the authority linking process and from the Authority Control Task List, to ensure that the Task List only includes records that we really do need to check. If the authorisation process could be configurable to allow us to exclude categories of records, the Task List would be a much more usable feature in Alma.

            74 votes
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            • Add Holdings Record note elements to Alma Analyics

              Holdings note fields would be excellent for Alma Analytics Currently we can not report on 866 $x/$z or 852 $x/$z, but would very much like to. We end up exporting MARC, extracting fields into Excel, and doing cumbersome somersaults to merge those notes with circulation data for weeding reports.

              3 votes
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                2 comments  ·  Analytics  ·  Admin →
              • Make Alma resolver better at locating books and book chapters without ISBN

                Alma resolver incorrectly matches to other books with the same title if the open URL does not contain an ISBN.

                Alma is not fit for purpose as an open url resolver for Books when an ISBN is not available.

                Other resolvers such as SFX and 360 link use all the information in the openurl eg author and publisher and date. Alma resolver only uses the Book title which causes numerous false matches.

                See example in attached file

                6 votes
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                • Simple letter formatting and testing

                  Amending and testing letters and notifications is simply too complicated with many steps in various tables, not identical names, test users receiving all types of letters not just the ones they are working on etc. Some form of WYSIWYG editor with test recipient per letter type would be great.

                  4 votes
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                    0 comments  ·  Fulfillment  ·  Admin →
                  • "Skip location" in "Pickup from shelf"

                    We would like to be able to choose which location to send a request to when skipping a location in the "Pickup from shelf" task list.

                    110 votes
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                      8 comments  ·  Fulfillment  ·  Admin →
                    • Normalization rules - adding dates

                      It would be great if the normalization rules could be enhanced to use variables such as date, or add datestamps.

                      We would like the ability to insert dates into MARC notes fields via normalization rules.

                      Ideally inserting variables something like %DAY%/%MONTH%/%YEAR% in a rule would add today's date in the format DD/MM/YYYY once a rule is run.

                      4 votes
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                      • DIfferent cancellation letters for ILL requests and hold requests

                        We want to be able to notify users when cancelling an ILL request but, at the moment, as the cancellation letter is shared by Circulation and Resource Sharing and the majority of cancellations are for holds, the letter is sent from the Circulation email address and has a Customer Services signature.

                        This means that we can not notify a patron directly when we cancel an ILL request as they might want to reply and the email would go to the wrong department.

                        This means we have to follow a two-step process where we send a query to the patron informing…

                        1 vote
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                        • Improve the resource sharing's audit

                          We would like to see on the audit of a borrowing request which actions were done.
                          For example, if we change or add something to a title, we could not see that anywhere.
                          We would like also to know if the publication date was changed, ...
                          We are a team of 5 librarians and with 10'000 requests from our users per year it's not possible to remember what everyone makes for each request.

                          In attachment, the audit now and an example of our ancient audit (historique) on the ancient software.

                          2 votes
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                          • 151 authority records need to validate 651 subjects

                            The Alma Link Bib Heading job is returning unlinked headings for 651 geographic subjects having valid LC 151 name (not subject) authority records in the CZ. This causes us to have to sift through/check on many valid headings when working to resolve unlinked headings, particularly as we are preparing to migrate--the first run of Link Bib Heading will have a huge results list that will include all of these "unauthorized" geographic subjects.

                            2 votes
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                            • More API options for Borrowing Requests

                              The current API:s for Borrowing Requests are limited to get a list of request for a specific user, get a specific request of a specific user or create a new request.

                              To be able to integrate better with other systems, in our specific case the Swedish national ILL broker system "Libris Fjärrlån", we would need to be able to update and delete requests as well.

                              We would also want to retrieve lists of requests without knowing the user, for example by status, by external system or other criteria.

                              22 votes
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                              • Manual Deleting of User (Patron) records and need for consistency in maintaining reportable data

                                At present Alma has an inconsistent method of maintaining reportable patron data when a user record is deleted. The reality is that the policies established by an institution (to keep fully reportable, or keep statistics, or fully remove) do not apply when a patron record is manually deleted - ie. Deleted in: Administration > User Management > Find and Manage Users.

                                “Users that are manually deleted in Alma are fully removed from the system” regardless of institution policy. The Queensland Health Libraries would like to have this situation changed so that manually deleting a user (patron) record would maintain the…

                                8 votes
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                                • Add "item policy" and "temporary location" automatically to predicted issues

                                  Acquisition librarians want to add automatically the "item policy" and "temporary location" to predicted issues to speed up their work and limit the number of clicks. At this moment the added value of prediction pattern functionality is being restricted by the lack of functionality (parameter setting) …
                                  Use case: It’s not possible to add the item policy/temporary location as a parameter to continuous pol’s. If issues are created via prediction patterns the item policy/temporary location should be indicated automatically based upon parameter settings on pol level. This would save a lot of time and additional clicks when receiving the issues. …

                                  114 votes
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                                  • automatically remove lost item fees at discharge

                                    When a lost item is returned and discharged, by definition it no longer requires replacement, so all replacement costs (except overdue fine) should be automatically deleted from the patron's record. It looks like we have to do that manually now, which is unnecessary and time-consuming.

                                    9 votes
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                                      0 comments  ·  Fulfillment  ·  Admin →
                                    • Create a parser parameter for 'domain' that can be used in Dynamic URLs

                                      We have electronic services that comprise portfolios from multiple publishers, and the portfolio URLs link to the publishers' websites rather than a common platform. Currently, this means that Alma can only link to the journal level, unless we edit each individual portfolio to use a Dynamic URL. However, because the structure of the URLs after the domain is consistent, we would be able to apply a single, article-level Dynamic URL at the Service level if Alma had a parser parameter we could use in place of the domain. Here is the URL format with a couple of examples:

                                      http://{domain}/content/{rft.volume}/{rft.issue}/{rft.spage}
                                      http://www.eje-online.org/content/176/3/349

                                      1 vote
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                                        0 comments  ·  Other  ·  Admin →
                                      • Toggle cancelled borrowing requests in a "terminated" status

                                        Borrowing request can be cancelled by staff or by patrons. This happens fairly frequently.

                                        Now the problem is that cancelled borrowing requests stay "active". This creates a lot of noise in the list of active borrowing requests. RS staff has begun to delete the cancelled borrowing requests in order for them to only see the really active ones. This of course has a consequence on Analytics. I am unable to know how many borrowing requests were cancelled because they don't exist any more.

                                        So ideally, cancelled borrowing requests would keep their cancelled status, but have an activity status of terminated…

                                        3 votes
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                                        • [Alma] - export items job - csv format - always add / embed in double quotes as text qualifiers / delimiters

                                          Right now in Alma, when running a job to export a set of Items in csv format, double quotes are added only to values containing commas (see attached example).
                                          Which is not wrong at all, but it would be much better (e.g. for postprocessing the file in a text editor or using regex) if the double quotes were always added by default in the .csv format.
                                          For example, right now is.
                                          03149898,Machine à lettres,MeMo,Book,"Magnani, Julien",AM 22800
                                          but it would be much easier to process if it were:
                                          "03149898","Machine à lettres","MeMo","Book","Magnani, Julien","AM 22800".

                                          3 votes
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