Alma

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  1. Allow Purchase Requests to be re-linked to a different bib record

    After the March updates and the removal of the search in repository it has become difficult to correct mistakes after the initial creation of a purchase request. I suggest that the search in repository function be added back to allow us to relink a purchase request to the correct bib record instead of having to recreate the purchase request.

    325 votes
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      1 comment  ·  Acquisitions  ·  Admin →
    • Configurable Fines/Fees Behaviour

      Configurable Fines/Fees Behaviour

      We are a library that has two libraries in two different cities but we are one organization and we share the same economy. The Fines/Fees Behaviour is hardcoded to be owned by library which doesn't mirror our situation. We would like the Fines/Fees Behaviour table to be configurable.

      96 votes
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      • Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery

        We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.

        76 votes
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        • Setting to default when only one Loan Period Policy

          When placing a request for an item with only one Loan Period Policy, It would be more intuitive and friendly if it would be the default option so the patron shouldn't have to open the drop down and choose the only available option.

          45 votes
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            0 comments  ·  Fulfillment  ·  Admin →
          • Allow more customization on when notices are sent to Interested Users

            Right now, if we add an interested user to a PO Line, they receive a notification when the book is received by the library. They often then make their way to the Access Services desk almost immediately, assuming a request was placed on the book, and anticipate checking it out. However, the title is usually still in Technical Services for end processing, copy cataloging, etc.
            We would like to submit an enhancement request that this feature be more customizable, allowing us to delay the notice being sent to the interested user until the book is out of processing and has…

            289 votes
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            • Add parameters to control anonymization of requests, resource sharing and fines

              We'd want to be able to control the anonymisation of requests, resource sharing requests and fines and fees in a similar way to loans. In particular we'd like to be able to set a parameter for days since user expiry and since the request or fine was complete.

              This would allow us to create a clear policy for anonymising and purging data in Alma so that all data was treated in the same way i.e. could say that all data was anonymised or purged X number of years after user left. It would also allow us to be confident that…

              64 votes
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                2 comments  ·  Other  ·  Admin →
              • Make "Physical Item Condition Field" options configurable

                The new feature "Physical Item Condition Field" was a good idea.

                However, the condition options should be completely configurable. Currently the only options are:
                Brittle
                Damaged
                Deteriorating
                Fragile

                The current condition options seem extremely similar to each other.

                Each institution should be able to completely configure this field, including hiding the field entirely, adding/removing options, hiding/displaying options, renaming/relabelling, reordering the options.

                59 votes
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                • Add functionality to fund summary pages to view encumbered orders

                  There is no functionality within the fund summary pages to see what orders have not yet been paid (order still encumbered). The value of the encumbered orders does show in the summary graph however it would be really useful to see the orders this relates to.

                  58 votes
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                    1 comment  ·  Acquisitions  ·  Admin →
                  • Allow to configure the localization of loan status codes on institutional level

                    Currently it is not possible to configure a localized version of the basic loan status codes (e. g. "recalled" or "normal") on institutional level. Instead there are static translations which are set for all Alma institutions - for example (german) "Zurückgerufen" for "recalled". That specific translation, displayed in the loan list in Primo >> My Account, creates confusion among our users since the correct term in that case should be "Vorgemerkt" ("put on hold").

                    We need a possibility to configure the localization of loan status codes on institutional level - no matter if in Alma or in the Primo code…

                    149 votes
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                      2 comments  ·  Fulfillment  ·  Admin →
                    • New Analytics field for OCLC number in Bibliographic Details

                      Currently in Analytics the Bibliographic Details category contains Network Number. Network number indexes OCLC numbers as well as other identifiers from the Marc record. (Included Marc fields: 019 a,z 035 a,z 774 w 773 w 775 w 777 w 786 w 800 w 810 w
                      811 w 830 w)

                      Our institution needs to search specifically only OCLC numbers and would ask if Exlibris could create a new Analytics field for OCLC number. This field should only search the 035 $a and $z and only include 035 subfields with OCLC prefixes ((OCoLC), ocn, ocm,...)

                      https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/020Using_the_Repository_Search/050Search_Indexes
                      https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Analytics/Titles

                      165 votes
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                        10 comments  ·  Analytics  ·  Admin →
                      • Ability to assign electronic activation tasks in the POL

                        Electronic resources are automatically added to the Electronic Resource Activation Task List page upon ordering. The current workflow requires someone with the permission of Repository Manager to manually review the activation task list in the unassigned tab (which might have hundreds of portfolios and databases at any given time) to decide whom to assign a task.

                        I propose a different model or workflow: Allow Acquisitions staff to assign a task while creating the purchase order line.

                        23 votes
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                        • Add functionality to fund summary pages to view expended orders

                          There is no functionality within the fund summary pages to see what orders have been paid. The value of the expended balance does show in the summary graph however it would be really useful to see the orders this relates to.

                          47 votes
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                          • Waitlist functionality for short-term loans

                            It would be helpful to have a waitlist functionality for short-term loans (i.e. for reserve items). This would allow patrons to put their name on a list to be next in line once a short-term loan item has been returned. Alma would send an email/text to the patron when the item is returned telling the patron they have a specific window of time (e.g. 5 minutes, configurable by the institution) to check out the item. During that window of time no other patrons can check it out. After the window of time has expired the next person on the waitlist…

                            26 votes
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                              0 comments  ·  Fulfillment  ·  Admin →
                            • Linking patron name to patron record

                              I have noticed there are several ideas suggested in the ideas exchange regarding linking a patron's name and/or ID to their record in Alma.
                              These include:
                              - 'Link patron loan to patron record' (posted 25/05/2016)
                              - 'Hyperlinking from request queue/holdshelf to patron record' (posted 21/09/2017)
                              - Ability to view patron data via patron ID link in resource sharing' (posted 11/01/2018)

                              I have one more to add to the list - linking within 'Manage item returns'.
                              When an item is returned, the patron returning the item is displayed in the 'Patron' column, with a hyperlink to their record, and the option…

                              126 votes
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                                5 comments  ·  Fulfillment  ·  Admin →
                              • search in a specific library

                                We would appreciate having a tab "library" as existing tabs "Institution zone", "Network zone", "Community zone". Indeed, currently, it's tiresome to use facet "library" each time we launch a search in Alma.

                                Is it possible?

                                230 votes
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                                • Initiate a physical item request on behalf of a Fulfillment Network patron

                                  At minimum, add the ability to search Fulfillment Network (FN) patrons in the Requester field of a Physical Item Request, like we can in Manage Patron Services, Return Items, and Scan in Items.

                                  Use case: one of our patrons requests an item from Interlibrary Loan (or from our shelves, but we discover the item is missing), and we want to convert that to a Fulfillment Network request. Currently, we have to contact the patron and direct them to Primo, where they must find the item at a FN library and place the request themselves. To make things more seamless for…

                                  51 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • In Advanced Search, allow filtering OUT specific locations. For example, allow use of the filer: Physical Location "IS NOT" X.

                                    Many searches do not allow for an "IS NOT" operator, and in some cases it is greatly missed. For example, when trying to assemble large sets of records where you want to exclude just a few locations, or filter out a single library. Please allow for an "IS NOT" operator when doing an advanced search and filtering by location or library. I'm sure there are other search filters also missing the "IS NOT" operator. Please feel free to add more suggestions via a comment! :)

                                    105 votes
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                                    • How to distinguish namesakes

                                      When you search a user (fullfiment > manage patron services), there is no possibility to distinguish to different user, who have the same nam (namesakes).

                                      In the old UI, there was a patron card image, and, when clicking on, we accessed to a summary of the patron.

                                      Now, we have no more solution.

                                      Can you add this functionnality in the new UI?

                                      Thanks a lot.

                                      197 votes
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                                      • Add a linking job for mass linking of NZ records to IZ

                                        Currently the only way to use records from NZ in an IZ is to search them in the NZ and perform an action like "order" or "link" on every single record one by one. There are, however, situations where an IZ wants to use a bulk of records. For this purpose we need a possibility to link records in bulk and create inventory for the linked records.

                                        We imagine a linking job that takes as an input a logical or itemized set of records saved from a search in the NZ. The linking job can create physical and electronic (and…

                                        103 votes
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                                        • Sort of holdings with the same location by call number in the GetIt Tab

                                          Currently, the display of holdings in Primo for multi-volume monographs is random.
                                          Alma only allows to configure the order of locations by "their proximity to the patron, according to the library IP address”. However, holdings with the same location but different call numbers are not sorted in any meaningful way.

                                          When we catalogue a multi-volume monograph we create a different holding record for each volume, so we cannot use the “item sort routines” to adjust the display in Primo, because they only apply to items within the same holding.

                                          Currently, our patrons see things like this:
                                          http://primo.sns.it/primo_library/libweb/action/display.do?tabs=requestTab&ct=display&fn=search&doc=39pis_alma2150514590002521

                                          We’d like to…

                                          22 votes
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                                            0 comments  ·  Fulfillment  ·  Admin →
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