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1690 results found

  1. Make the email that is generated when an ILLiad resource sharing partner exports a request to a third party customizable

    Unfortunately, ILLiad's email import feature does not always import emails generated by Alma properly. This happens mainly when there is a copyright symbol in the requested item's publication date. Giving us the ability to remove the publication date field from the email generated by Alma would help us manage this issue until OCLC and Atlas Systems can find a proper fix.

    19 votes
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  2. Editing multiple collections from a set in bulk

    We have a lot of historic collection records left over from our migration which we would like to update in bulk, for example, there collections have no portfolios so I would like to be able to add services to them all at once rather than individually. I'd also like to be able to update the "Library" field etc.

    I can create a set of all these collections however, I can't make bulk updates to it. It would be great if there was an ability to run a job to add services and download a spreadsheet of all the fields in…

    19 votes
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  3. Combining multiple itemized sets

    We'd really like the ability to flag multiple sets to be combined to create a single combined set. Several times we've wanted to do this to facilitate data analysis (e.g. on sets created logging weekly data loads), but it's far too time-consuming to combine them two at a time!

    19 votes
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  4. Authority linking issue with bibliographic field 240

    We'd request that when Alma links up bib field 240 with a uniform title entered in authority record, it should take into account of bibliographic contents in field 240 PLUS field 100 ALTOGETHER, and link these combined contents with uniform titles entered in authority records.

    Currently, it links up the uniform title in field 240 only with authority record. So, those generic uniform titles e.g. Works, Poetry, etc. will be ambiguous, and do not have proper linking with their authority records established with author's name.

    Details, please refer to Salesforce case # 823121

    19 votes
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  5. Replace the search index label "Creator" with "Author"

    the label used for the author index in the title search is confusing, implying that it is the creator of the Alma record, as shown in Alma Analytics, and not the author of the title.

    19 votes
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  6. Enhance Report to ExLibris ticket fields within Alma

    Enhance the Report To ExLibris form in Alma with the following so that it matches the tickets submitted via SalesForce:
    Contact Name field: defaults to whomever is logged in/made the default contact if there is no match. Ex: if Person B is logged into Alma and is configured to report from Alma, they are the default when submitting a problem, not Person A (which is currently listed first because its an alphabetical listing). This would help staff to submit tickets faster and without having to go into SalesForce after submitting to change the name.
    Priority: Allow this as a field!…

    19 votes
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    0 comments  ·  Other  ·  Admin →
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  7. Relay that job report gives real time

    We have more than one jobs that start at certain time and ran for long time (more than 10 hours) but reports the job ran only for about 3 hours.
    You can see SFC #00795696 for example.
    My idea is to get the real times it took a job to run from start till end

    19 votes
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    0 comments  ·  Other  ·  Admin →
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  8. Move general email feature outside of the User's form

    The General Email function is currently located inside the form for updating general information in the user record.

    If there are any problems with missing mandatory data in the form then the email cannot be used at all.

    Since it is unrelated to user general information I would suggest that the Send Message function should be located outside of the user data area perhaps up near the buttons "Toggle Account Type", "Open for Update". (See screenshot)
    Additionally, the general mail could perhaps be added to the letters that can be sent from "Manage Patron Services"

    I would also support greater…

    19 votes
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  9. View actually linked bib records in 'Browse bibliographic headings'

    When using the Browse bibliographic headings feature, it is not possible to diplay the list of bib records that are ACTUALLY linked to one authority. We can only see the bib records that match with the authority.
    On the contrary, when using the F3 index, Alma provides an extra menu in the 'View' option of a bibliographic heading where one can choose between records that match the authority or records that are linked to the authority.
    This Idea requests that the same feature be added in the Browse bib heading tool.

    19 votes
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  10. Add Access type in the portfolio information update job

    Since Ex Libris has added Access type for individual portfolio, there has to be a job to run to add access type to the portfolios in a collection. Currently, either we have to specify it in each portfolio manually, or we load a spreadsheet matching on portfolio ID. Unfortunately, as of today 1/23/2019, when loading a spreadsheet without the local coverage, e.g. only the access type, the local coverage is overwritten.

    19 votes
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  11. Add moore options to local portoflio

    Usefull to be able to add moore fields in the "add local portfolio"Moore authors and a publishing year

    19 votes
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  12. Correct article level target links for records without assigned volume or issue numbers

    For example, we see erroneous records (without working linking/availability) that are published ahead of print and which do not have specific volume/issue numbers. Until the publisher updates this information Primo links are directed to an error page.

    19 votes
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  13. Make PO line Rollover Job work dependent on ledger and possibly fund codes.

    User Story. Currently we our Acquisition team have a different set of ledgers to our Subscription team. When we do a Rollover of funds and ledgers this is not an issue. However, when we are trying to test the PO Rollover it is difficult to separate out the PO Lines that are for the Acquisitions Rollover and the Subscriptions Rollover.
    Solution - It would be better if you could only roll over PO lines that were attach to a specific ledger (and possible set of fund codes). So that we could run the Acquisition rollover separately to the Subscriptions rollover.

    19 votes
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  14. Order of action buttons in the POL

    In the new PO line interface, the action buttons available when creating a POL is not in a practical order, which causes a lot of our staff to press “save” instead of “save and continue”. This causes the POL to remain in status “in review”. The user also must use more energy to locate the correct action button. We have two different suggestions for solving this:

    1. Move the actions “Save and continue” and “order now” to the right part of the menu line and have this be marked in a stronger color than the other buttons. In the current design…

    19 votes
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  15. Add Delegated Financial Authority limits for staff approving invoices

    Staff members approving invoices have different limits on the maximum invoice amount they can approve. Delegated financial authority (DFA) limits vary, for example, for some staff the limit is $20,000, for others it is $50,000, for others it is $250,000 and for others it is higher.

    At the moment there is no limit to the amount a staff member can approve. We would like to see the ability to set delegated financial authority limits for each staff member who is eligible to approve invoices. Each staff member should be able to have a dollar amount set (in their native currency)…

    19 votes
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  16. There should be a separate category for Transfers - along with Allocations and Expenditures.

    At the Fund level, there should be a separate category for Transfers. Right now, if a transfer is made, the allocation changes. There should be Original Allocation (the original amount, doesn't change), Transfers, Current Allocation (original plus Transfers) and Expenditures. It's important for me to know what the original allocation is. If the Transfers are not reflected, what is shown with only the Allocations and Expenditures gives a distorted picture of the money for that fund. You can get a break down of Allocations, Transfers and Expenditures in Analytics - why can't it be shown in the ledger?

    19 votes
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  17. “In Review” requests sorted by creation date

    In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.

    It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
    Another possibility would be that the librarian could select the type of ordering of the requests.

    19 votes
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  18. Display Loan HOUR in Patron Services and Manage Item Returns

    Currently the Patron Services and Manage Item Returns screens display the DATE an item was loaned only. It would be helpful if they also displayed the HOUR. On the Patron Services screen, it takes extra clicks to review the Loan History in the Actions menu. On the Manage Item Returns screen, it is impossible to view the hour -- you must go to the item's history, which isn't accessible directly. The hour is already displayed in the Patron Services Due Date and Manage Item Returns Returned Date fields. I hope it is easy to add the hour to the Loan…

    19 votes
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  19. Send activity report should include NZ items

    Send Activity Report should include NZ items

    As a library that is part of a large consortium, many of our patrons have both local and NZ items checked out. When in a patron's account, there is the option to send them an "activity report," however, those emails only contain a list of locally checked out material. Sometimes we like to send these as reminders to patrons, but patrons are often confused that they only contain the IZ items. It would be very useful for us if these reports could include all checked out materials from our NZ partners as well…

    19 votes
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  20. Confirmation Notice for Curbside Bookings

    Alma has allowed for the Booking Request feature to be set-up and modified as a means to provide curbisde service or make appointments. However, it appears that no letter exists to confirm the appointment day/time with the user, which would be most helpful in providing user instructions, cancellation information, contact numbers, etc. I propose that this letter be added to enhance communication and expectations especially during this challenging time of changing services and delivery options. Thank you!

    19 votes
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