Alma

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  1. Ability to delete a CZ linked portfolio from Repository Search>Portfolio list

    It would save a lot of time and clicks if it was possible to delete a CZ-linked portfolio from within the repository search, rather than having to identify the portfolio, open it, click on the collection name, then click on 'Additional information', Service, Portfolio list, search for the portfolio again and then click on the delete option from here. We would rather use this for ebooks than simply 'deactivate' as inactive portfolios are still retrieved in a repository search, which causes confusion about what we exactly have access to.

    58 votes
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    • Add item copy number to physical item details area of analytics

      The item copy number doesn't seem to be exported anywhere in Alma analytics, and would be useful for shelf reading reports or stock checking/inventory control where you may not necessarily be able to scan a barcode in .
      The suggestion would be to include it under Physical Items\Physical Item Details\Copy Number.

      Note: this is different from the holdings copy ID which seems to be sourced from the holdings 852 tag.

      55 votes
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        1 comment  ·  Analytics  ·  Admin →
      • recall

        Update Lending and Borrowing Status when Recalls of Resource Sharing items are cancelled

        Currently, once an item is recalled in Resource Sharing, it stays in that status even after the recall is cancelled by the patron. If this could have the same functionality as regular Fulfillment (which can be configured to have the item's original return date applied if recall is dropped), that would be ideal.

        13 votes
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        • Change due date when patron account expiration date reduced

          As a Fulfillment Manager, I would like the due dates of a patron's books to be changed to their account Expiration Date if this is reduced. Eg, if a book is issued to a student for 10 weeks and they withdraw from their course, the original due date remains which can be some weeks after they have left. This can cause confusion for library staff and the patron.

          16 votes
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            1 comment  ·  Fulfillment  ·  Admin →
          • Brief result display options per Alma login

            Enable Alma users to choose "brief display" options (either very brief or extended information). Many of our Alma users would like to be able to do a search in Alma (in both repository search and course reading lists) and ONLY see a list of titles (e.g., do not display Format, Subject, ISBN, Availability). However, recognize that many Alma users would like to see extended display, so we would like each Alma user to be able to set their display preferences (e.g., brief, title only OR additional information). Ideally, users could choose exactly what data elements to display (e.g., OCLC number,…

            15 votes
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            • We would be interested in knowing if, as part of fulfillment in ALMA, there is any way to view the last few patron accounts accessed by staf

              We would be interested in knowing if, as part of fulfillment in ALMA, there is any way to view the last few patron accounts accessed by staff . It would be a very useful feature when carrying out certain tasks.
              By accessed by staff we mean any patron record which has been 'opened' by a member of staff on their login. On our old system we could view the last 5 patrons but even the previous 2 or 3 would be useful. We have extended the time a patron stays on the screen now but if a long query was…

              3 votes
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                0 comments  ·  Fulfillment  ·  Admin →
              • Add all patron-delivered letters to Selected Patron Letters opt-in/opt-out choices

                It would be very useful to list all letters that are delivered to patrons in the Selected Patron Letters options. Letters like Loan Receipt and Borrowed By are conspicuously absent, but we have many patrons who don't want to receive an email every time they check something out. Others patrons do, so we don't want to globally disable these letters.

                The fact that Selected Patron Letters includes letters that require patron action (Overdue Notice, Recall letter) but not letters that are more informational (Loan Receipt, Borrowed By) seems backwards. Regardless, all patron-delivered letters should be available for opting in/out.

                3 votes
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                  1 comment  ·  Fulfillment  ·  Admin →
                • Display local price in addition to the foreign currency price

                  We need the display of the local price in addition to the foreign currency price on the Invoice Lines tab and in the POL summary tab. That's very important for us.

                  6 votes
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                  • Prompt message if you have not saved a record before releasing

                    Currently if you edit a record and then go to release it before you have saved, you do not get any kind of prompt asking if you want to release it without saving.

                    There is also no prompt message if you try to save a record that has blocks to let you know that the action was not done.

                    46 votes
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                    • Add fields for Title of unit and other descriptors to the Item Record OR add radial buttons to Item record and description templates

                      Currently, there is no good way to use the “Generate” button in the item record to create descriptions for supplements and indexes. In the interest of consistency, we intentionally do NOT enter the descriptions manually, which greatly improves searching and sorting of serials.
                      While it is possible to have supplements and indexes list separately by creating separate records and adding the $o (unit title) to field 864 (supplements) or 865 (indexes), the holdings list does not display the unit title, so there is no visual difference between the two holdings. An 863 holding for “Aperture” and an 864 holding for…

                      2 votes
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                      • Permit only public notes in patron files

                        According to Swiss Data Protection Laws, all notes in a patron file have to be viewable by the patron.

                        As consequence, we want either:
                        - Only have public notes in the patron file. Non public notes do not exist. This may be an option that can be activated or deactivated by administrators.
                        Or:
                        - The User Viewable attribute is ticked by default. Again, this may be activated or deactivated by administrators.

                        7 votes
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                        • Ability to run a job on a set from the Manage Sets screen

                          Currently we need to create a set in the Manage Sets area then go to "Run a Job", select the job to run and then select the set.

                          Wouldn't it be great if you could go to Manage Sets then click on "Actions" for a particular set, then choose "Run a Job". You could then be prompted to choose the job to run but you wouldn't need to go through the additional step of choosing the set (and you wouldn't have to exit the sets screen to go to the "Run a job" screen). And only the jobs that can…

                          14 votes
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                          • Patron physical item request – automatic cancellation of requests when ‘Date Needed By’ has passed:

                            I suggest that if the "not needed by " date is reached then the patron request is cancelled.

                            The only function of “date not needed by” for patron physical item requests is to prevent items from being put into transit from other locations if the transit cannot be completed by the required date.

                            However this is not clear to patrons and users ask us why we send Hold available notices when they already indicated a date when they would no longer need the item.

                            Staff also waste time locating items that Patrons have indicated are no longer needed, only to…

                            8 votes
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                              0 comments  ·  Fulfillment  ·  Admin →
                            • If user notes are marked "external" send an immediate notification to user's email

                              If user notes are marked "external" send an immediate notification to user's email

                              2 votes
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                                0 comments  ·  Fulfillment  ·  Admin →
                              • Add a way to remove a lost item from a patron record without triggering a credit

                                The bursar system sends library fines and fees to the university's Banner system. The fine is zeroed out in Alma but the item remains as "lost" on the patron's record. This creates a problem in two ways.
                                1. The patron pays for the item at the university level and is then upset that it continues to appear as "lost" on their Alma patron record.
                                2. We do not credit patrons for items returned 6 months or more after the due date.

                                We need a way to remove the lost item from the patron's record without triggering a credit that will…

                                47 votes
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                                  1 comment  ·  Fulfillment  ·  Admin →
                                • vendor

                                  PO Line - Communications

                                  It is not possible to add all order communications with the vendor into one tab "Communications". All communcations that's starts from the vendor can not register here, only the communications that's starts from the library.
                                  It is not possible to select a communication type that's not sending a email to a vendor in the communication tab.
                                  It is very important for us that the chronology of communications is saved in one tab and not in many tabs.

                                  5 votes
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                                  • Run a report of items by fund code in Analytics

                                    A colleague wanted to know the usage stats for books he had purchased over a certain period of time. This would have been easiest by running a report including items, his fund code, and the relevant fiscal years. This is currently not possible - Dewey range reports inevitably miss some titles.

                                    Can the Funds Expenditure and Physical Items SAs be made compatible?

                                    9 votes
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                                      1 comment  ·  Acquisitions  ·  Admin →
                                    • E-Inventory Import Profile defect - inability to distinguish multiple services

                                      When setting up an electronic import profile that relies on an electronic collection with multiple services, it is unclear which service I'm selecting. Please correct or "enhance" the obvious defect and make these services distinguishable. One option would be to include the custom description field from the service level.

                                      3 votes
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                                      • Repository import profiles for electronic titles - limit matching to specific electronic collection

                                        To avoid accidentally overwriting the wrong records when importing batches of MARC records for electronic collections, it would be really helpful if the matching of incoming records against existing records in the repository could be limited to ONLY titles with portfolios in a selected electronic collection. As the Alma CZ bibliographic records for ebooks are often of poorer quality than the records provided by vendors to collection subscribers, we prefer to import the vendor records and de-link from the CZ record, but the matching on import can't be limited to just the records in the collection, and we often accidentally…

                                        10 votes
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                                        • Change duplicate icons in MD editor

                                          In MD editor, the icons for "view bibliographic record" and "view inventory" are identical. Could one of these icons be changed?

                                          1 vote
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