Alma

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  1. Change Financial Year dates after they have been set

    It doesn't look as if it is possible to change the start and finish dates of any financial year in Acquisitions Configuration > Fund And Ledger Fiscal Period table mapping tables once the year has been created, unless it is deleted completely.

    Can it be made possible for the start and (in particular) the end dates to be edited having already been set and saved, if so required?

    Being able to do this would be of particular benefit around the time of a financial year rollover, especially if an institution cannot be certain that all financial transactions for the outgoing…

    8 votes
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    • On shelf hold button as Smart option

      Placing holds. Instead of having the "override 'On Shelf Request Policy'" button permanently display, only show it when applicable.

      2 votes
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        0 comments  ·  Fulfillment  ·  Admin →
      • Renew resource sharing loans

        Currently it seems that only requests with a Received status show the 'request renew' option. This should be extended to requests that have the status 'loaned to patron' as these are more likely to need renewing.

        6 votes
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        • Inventory from the Holdings Record

          As a Copy-Cataloger, when you are viewing the Inventory from the Holdings record you can see all of Holdings records that are linked to the same Bibliographic record. Under each Holdings record there are the following options: View, Edit, View Items, and Delete. Currently you can click the “Edit” and “Delete” buttons for the Holdings record that is currently in the left pane: so that you end up with the same Holdings record side-by-side if you click the “Edit” button ; or you can delete the Holdings record and the Inventory is updated but the Holdings record stays open in…

          1 vote
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          • Set standard opening hours in advance

            If the Library decides to change the standard opening hours of the Library for the coming year you currently have to wait until the first day of new hours to be able to input them as standard hours into Alma.

            It would be nice if Alma allowed you to enter new standard opening hours in advance and to set a date in which they would come into effect. That way you wouldn't have to schedule to change them on the first day of the new hours.

            An example would be if new standard hours were decided on by Library Management…

            6 votes
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              0 comments  ·  Fulfillment  ·  Admin →
            • Retain Statistical Identifiers

              Right now when you have all the Anonymization jobs set to run, only four elements remain in a checkout history of an item related to the patron details: User Group, Job Category, Record Type, and Account Type.

              This makes the use of the Statistical identifiers not very effective to measuring checkout usage with them. We have them currently set to be the user's major/department. We would like to know usage by major/department, but cannot get this information with Anonymization jobs turned on.

              Any chance the Statistical Identifiers could also remain in the loan history in Analytics.

              17 votes
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                4 comments  ·  Analytics  ·  Admin →
              • Show 866 holdings field text on item records screen, so don't have to go back and forth to check holdings dates.

                Presently from the list of item records, we have to click on "Holdings" to see the 866 summary holdings for vol & dates. It would be very helpful for the 866 holdings to be visible on the item record screen.

                10 votes
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                • Sign to indicate a report/prompt is used on dashboard

                  It would be perfect if there is any sign in Analytics catologue to indicate that the report/prompt is being used in dashboard/widget/scheduled job. Currently, we accidentally deleted some reports/prompts that are used in dashboard which caused the dashboard crash. Sometimes we edit some prompts and forgot these prompts are used in other reports. Theses are really annoying. Hope you guys can do something about it. If such a sign is asking too much, then a quick way to generate a list of reports/prompts that are used in dashboard would also help.

                  6 votes
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                    1 comment  ·  Analytics  ·  Admin →
                  • Add the ability to set individual user preferences or defaults when creating item records.

                    Each user should be able to set preferences for Item record fields that match their particular workflow. For example - make it possible to set a temporary location default for when an item record is created. Make it possible for the receive date to be automatically filled in with current date.

                    23 votes
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                      1 comment  ·  Acquisitions  ·  Admin →
                    • Display renewals in Item History

                      In the Physical Item Editor, under the Fulfillment activities, we are able to see the Loan and Return history. I think it would be great to see Renewal information in this place as well.

                      So many times, we have patrons disputing fines because the item was late and they renewed it thinking that it's not due on the original due date.

                      It's true that when the item is checked out to the person you can see this when you click Actions>Loan History. But this does us no good when the item is checked back in and a patron comes to…

                      11 votes
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                        2 comments  ·  Fulfillment  ·  Admin →
                      • Make the site compatable for minimizing the window.

                        When minimizing the window to half screen or less the words and links overlap and squish together instead of adjusting to screen wideness, ive never seen a website do this before and it gets really annoying when working on 2 windows pulled up side by side.

                        4 votes
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                          0 comments  ·  Other  ·  Admin →
                        • Make patron info updateable in Primo flag more granular

                          Currently the only control on allowing patrons to update info via Primo is either on or off:
                          http://screencast.com/t/kcSIvkkR3g

                          Would like the ability to say for example only Visitors user group can update info via Primo.

                          1 vote
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                          • 2 votes
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                            • Add the ability to select, open, and edit more than one item record at a time.

                              Currently, Alma only allows one item record to be edited at a time within cataloging. To have the ability to selected multiple items, and then open them all at the same time (either in the same screen, or pop-ups) would be a HUGE time saver. Not only for catalogers, but for binding and material physical processing users as well.

                              10 votes
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                              • Metadata Editor : Record locking and releasing

                                We need to be able to release an individual Bib or Holdings record locked by another cataloguer, in order to work on it immediately, without having to release all records locked by that person.

                                1 vote
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                                • Add percentage figures to the Fund Balance graph

                                  When a fund is selected, the Fund Balance graph shows Expended, Encumbered and Allocated amounts. Can it be made possible to display those expended and encumbered amounts together with the percentage figure of each as a proportion of the allocation? It would also be great if we could see the number of items each at expended and encumbered status here.

                                  4 votes
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                                  • Improve the ease of reordering the Online Services Order and General Electronic Services Order tables

                                    Currently, items in the General Electronic Services Order and Online Services Order tables need to be moved using up and down arrows. This can be *very* time-consuming if the tables contain numerous items. It would significantly improve the ease of use i, the items in this list could be resorted either through drag-and-drop or by moving a given item to a numbered slot in the table (similar to the Netflix interface).

                                    1 vote
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                                      2 comments  ·  Other  ·  Admin →
                                    • When you change vendors in the PO, there should be a warning note if a PO# is not entered

                                      When you change the vendor for a PO, there needs to be a warning note if you do not fill in the PO#. If you are doing a large number of these (say you changed vendors for a e-journal package) it's very easy to miss putting in one po number, thus changing all your open PO's with that vendor to another vendor.

                                      8 votes
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                                        1 comment  ·  Acquisitions  ·  Admin →
                                      • A different colour scheme for Alma Sandbox

                                        Currently, Alma (Sandbox) and Alma (Production) looks almost the same except for the tiny “Sandbox” wording under the Alma logo on the top left corner of the screen.
                                        It can be very misleading and it will be disastrous (and irreversible in some cases!) if I update the wrong records in Production.

                                        You may want to consider to use a different colour scheme for the Sandbox login. Eg a “Alma Sandbox” logo with a red background.

                                        Thank you.

                                        11 votes
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                                          2 comments  ·  Other  ·  Admin →
                                        • Alma Letters as PDF or PostScript

                                          HTML is not a very suitable format for printing; it's hard to control typesetting, margins, etc., and the printed result will vary a lot depending on which HTML processor you use.

                                          I would like to se an option in Alma to send letters as PDF or PostScript instead.

                                          41 votes
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                                            1 comment  ·  Fulfillment  ·  Admin →
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