Alma

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  1. Keep user in Received Items List after Receiving a new item.

    Receive New Material - Action > Manage Items = Action > Receive.
    Why does Alma throw me out of the Received Items List, and back into the Receive New Material Screen - after I have received a new item?
    It is very inconvenient to have to click, click back into Action > Manage Items to continue working with items in this same title.
    This did not happen before last week.
    Seems to be a result of the August 2016 release?
    Please stop this automatic screen back up. I prefer to stay in the Received Items List in order to see…

    4 votes
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    • LC call number search and index

      LC call number should support indexing all valid MARC fields as mentioned in http://www.loc.gov/marc/bibliographic/bd050.html and not only 050$a or local 090$a fields.
      It should index also $b and than enable to search for full LC call number, of course this should reflects also in the holdings level (i.e. $h,$i etc)

      16 votes
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      • Add a safety feature to Delete Bibliographic Record Job to include option "Do not delete if ANY PO Line is attached"

        Currently there is only an option to protect Active PO Lines with this job. Acquisitions staff often place orders on bib records representing multi-volume sets. Cataloging staff then decided to use individual bib records for each volume and want to delete the set record and move POLs to the individual records. It would be very helpful to have this feature in place to protect order information.

        25 votes
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        • Filter Acquisitions POL sets by fiscal period

          Manage Sets is useful for quick lists of orderlines but it's not possible to filter by fiscal period. This results in large sets which take a long time to display and then need to be filtered offline in Excel.

          Adding a new filter of fiscal period in Acquisitions Manage Sets could help reduce the load on Alma and produce more relevant sets.

          4 votes
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          • Freeze navigation and tabs in Ama search results view

            Currently in a list of search results, when viewing records in a list below what appears on the first screen, we have to scroll back up to the first screen of results to navigate, enter an new search, etc. If the navigation sidebar, tabs, search boxes, etc. were frozen when scrolling, similar to Excel, it would save searchers time.

            5 votes
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            • Bulk Import Citations

              Sometimes, we get many reserves from our own collection that we will put on for professors.

              It would be great to have a way to create a set, or some other itemized or logical list, to bulk import citations to a reading list. Of course, this would only be citations that exist within our repository.

              14 votes
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                1 comment  ·  Fulfillment  ·  Admin →
              • e-Activation workflow improvements

                It would be very helpful if immediately after adding an electronic portfolio or activating an electronic portfolio from within a list of portfolios in a collection, the user would have the ability to use the "Actions" menu that appears to the right of the portfolio title to create and assign an e-activation task for the portfolio to a user. This would open the dialog box allowing a user to select to whom the task is assigned and create a note about the resource instead of having to go back out to the repository and search for the item then create…

                5 votes
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                • Alma user mgmt: Ability to add role profiles to a set of users

                  Currently you can add roles to a set of users as per http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_add_a_role_to_a_group_of_users%3F. However, if you want to add multiple roles you have to run the job multiple times and potentially for different scopes each time.

                  It would useful to be able to apply role profiles to a set of users, as you can predefine many roles in a profile.

                  6 votes
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                  • Proxy/Principal User Search

                    (I'm not sure the best term, so I'm using "principal" to refer to the person a proxy is acting on behalf of)

                    It's possible to view a list of principal patrons that a patron is a proxy for from within the proxy's user record (the "Proxy For" tab).

                    It's not possible to view or search for patrons that are proxies to a principal patron.

                    Examples:
                    1) Alice and Bob are known proxies for Chad.
                    I can open the Proxy For tab for Alice and Bob, where Chad will be listed for both.

                    2) Chad has several proxies, but it's uncertain…

                    12 votes
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                    • No Auto-Send of Activity Report Letter

                      The Activity Report letter automatically tries to send when “Renew Selected” and “Renew All” are selected in Alma Patron Services. This is problematic for a few reasons:

                      1. The letter is triggered even when the letter is disabled in Letter Activity configuration. It generates a ‘fail’ message for staff.

                      2. The letter slows down processes dramatically depending on how many loans are attached to the account.

                      3. A workaround is to use the letter opt-out functionality, but we'd have to continually update all of our users with the opt-out in order for this to work well for us.

                      I would…

                      21 votes
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                        2 comments  ·  Fulfillment  ·  Admin →
                      • Add other participants to trial after initial trial email is sent

                        There is only one opportunity to send out a "participate in trial' email. This means that although it is possible to add a participant to the trial, no email is sent out to this person if the initial trial email has been sent.
                        It would be great to have the option of sending an email to individual or all participants again.

                        2 votes
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                          1 comment  ·  Acquisitions  ·  Admin →
                        • Add Proxy Users to "Users" subject area

                          Adding Proxy Users to analytics would allow us to search for users that are proxies to another user, and also users that have proxies for themselves.

                          This information isn't completely available within Alma, and it seems like an oversight that it's also unavailable in Analytics.

                          11 votes
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                            0 comments  ·  Analytics  ·  Admin →
                          • Interested Users with API

                            When ordering with YBP using the API, it would improve workflow to add a hold for a patron into the Interested Users tab. Right now we add hold information into the Library Note field that goes to the Notes tab in Alma. We have to take an extra step to check for a possible hold with each title and add it to the Interested Users tab manually. It would be much better if the API would do it for us either by creating a new field to enter the information in GOBI or take it from the Library Notes field…

                            9 votes
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                            • Identify stats for individual self check machines in Analytics

                              It doesn't appear to currently be possible to report stats in Analytics for individual self check machines unless you assign a separate Circulation Desk for each self check within a branch.

                              We have multiple self check machines in each branch and we'd like to be able to report on the number of loans each self check processes so we can see which ones are in demand and which ones aren't. We'd like to see a way to attach multiple self checks to the same Circulation Desk and be able to report out the stats for each of those self checks…

                              3 votes
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                                0 comments  ·  Analytics  ·  Admin →
                              • catalog set

                                The current limit of 30 titles that can be pushed to 'catalog as a set' is too low.

                                It would be useful if this limit was raised to at least 50 or could be set at an institute level.

                                5 votes
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                                • Link patron loan to patron record

                                  Patron complete record should be linked once you click loan in catalog. Loan is linked to the patron and it tells me who has the item, however it does not allow me to access the patron's complete record. The student ID is available but at this time I have to copy and paste the ID# into Patron Management before I get the complete record which then allows me to get into contact information, fees, etc. Is it possible to have the entire record linked once you click on Loan or 2nd solution would be to have the ID# linked.

                                  19 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • British Library Billing Account codes visible in Lending Resource Sharing

                                    Display partner Billing Account codes in Lending side for UK Alma Institutions. This is vital information for reimbursements within the UK and reduces the need for paperwork. British Library Billing Accounting is the UK standard workflow, with a view to being ISO compliant.

                                    2 votes
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                                    • Hyperlink invoice number in PO to actual invoice

                                      Working with purchase orders and invoices requires frequent switching between a purchase order and invoices attached to it. Under the tab Invoice lines in a purchase order Invoice Numbers are listed to the left. On the right side there is a View button, which gives some basic information about the invoice.
                                      In order to view payment date, cheque number, view attached invoice, view other purchase orders associated with this invoice, one must copy the invoice number, then go to Invoices in Open Search Menu, paste the invoice number and then access the invoice record that way.
                                      To directly access invoice…

                                      72 votes
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                                        1 comment  ·  Acquisitions  ·  Admin →
                                      • Export URL with FTP

                                        You can export the URL of Portfolios via Alma Admin -> Resource Management -> REsource configuration -> Configuration Menu -> Record Export -> Export URL
                                        But you can not do this in a sort of batch job to feed your proxy with this URL automaticly (Case 223210)

                                        1 vote
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                                        • Preserve the Expire Date if changed manually

                                          Similar to how the user group field can be preserved and not overwritten by an update to user data if it has been changed manually, it would be beneficial for the expiry date field to be treated in the same way so that if the date is changed manually it will not be overwritten by a data synchronization. This would allow staff to manage patrons locally within Alma when an external data source is unreliable.

                                          1 vote
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