Alma

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  1. Ex Libris should provide the option to place a call and/or online chat with their support team

    We are disappointed with the technical support service provided by Ex Libris. We strongly believe that Ex Libris should provide customers with more effective, prompt and interactive service.

    There should be an option to call or chat online in real time with a support person who has a sound understanding of the product in question. This would be in line with all system vendors we have previously dealt with.

    We appreciate that there will be some issues that are designated as bugs or enhancements and will require more in depth investigation. However, a direct call/chat option with a properly trained…

    390 votes
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      14 comments  ·  Other  ·  Admin →
    • Allow Acq managers to force POs to close.

      There are a number of occasions where POs get stuck at 'sent' where they should be closed. Currently we have to contact Salesforce to close these which is needlessly time consuming for all parties. It would be very helpful if Alma had the option select closed as a status type that would override the sent status regardless of activation/receipt status of the order.

      90 votes
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      • A borrowing library should be notified when a lending request is put on a waiting list

        Scenario:
        A library receives a resource sharing request (lending request), and the borrowing library asks to be put on waiting list if the wanted item is on loan. When the request is put on waiting list, the borrowing library should be automatically notified. This could for intance be by change of status on the Borrowing request to "In queue".

        227 votes
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        • Include access information as part of the data that are published from Alma to Primo for Alma-D records

          We would like to have the possibility to include access information in the data that are published from Alma to Primo for Alma-D records (per representation).
          Use case:
          At this moment, we make the digitized content of all institutions searchable in the views of all institutions of the network.
          This is can be very useful for items that are freely available, including digitized heritage.
          However, it is inconvenient and confusing for items with restricted access, when the content can only be viewed by users of the institution.
          Yet the availability indication for these items is "Online access", because we cannot…

          120 votes
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          • Copy PO Line Prices to Item Replacement Cost

            Add a new configuration parameter to automatically copy the physical one time PO line price to the item Replacement cost. If the PO line's currency is different than the institution's default currency, the amount is exchanged and copied to the item (with no currency). The possibility (for an operator, a job or an API) to update or remove the amount in the Replacement cost should remain. Customers should be free to activate or not this configuration (true/false parameter).

            170 votes
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            • Make physical item sort routines stick

              For those of us working with continuing resources:

              When viewing a list of physical items, the sort routine defaults to Library/Location. The items do not appear in any particular order when the results are loaded. Often I change the sort routine to Description or Receiving Date to view the most recent serial items and order them chronologically for viewing.

              It would be nice if the sort routine "sticks" so that every time I open a list of items, the sort mechanism will stay on Description (not default back to Library/Location)

              This would be especially helpful when managing items in the…

              63 votes
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              • Have the option to send emails to the user’s preferred address or send it to all of the user’s addresses on their account instead.

                Sometimes the “preferred addresses” imported from SIS is not the address users frequently uses, they could potentially miss important notifications and cause disputes.

                70 votes
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                • add security levels to norm rules

                  Because all norm rules can be edited by all staff with cataloger roles, there is great room for erroneous changes for rules that are applied to batch jobs. For example, the norm rule that is applied to records being brought in from Z39.50 targets can be edited by any staff member. A single error in the rule can break the z39.50 import process for all staff until the source of the error is identified. Likewise, if we have a rule applied to import profiles and a staff member inadvertently changes it and we load 50,000 records, that could cause huge…

                  129 votes
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                  • Preferred term correction should flip headings that change tag number

                    Alma authority control does not handle cases where the bib heading is linked to an authority via a cross-reference, but the preferred and non-preferred terms are in different fields, e.g. preferred term is in authority field 130 and cross-reference in authority is in 410.

                    Alma should be able to handle this scenario. Currently when the bib heading matches the authority cross-reference, Alma won't correct these and instead puts them on this report: Preferred Term Correction - Bib Heading found no authorized term.

                    Example bib heading that Alma won't correct:

                    110/2_ $$a Allied and Associated Powers (1914-1920). $$t Treaties, etc. $$g…

                    80 votes
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                    • Collaborative Collections Retention Item Designators

                      Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to commit to hold specific items. Currently, there is no way to mark this in records unless in free text notes, and no system checks in place for items to prevent accidental weeding of items that libraries have committed to retain. This idea outlines system functionality to ensure that libraries can safely manage committed collections.

                      • Two new fields in Alma Items: a Committed to Retain check box and a Retention note free text field (minimum of 200 characters)

                      •…

                      62 votes
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                      • Add generic physical material types to the current table

                        My libraries circulate various pieces of equipment from microphones, to musical instruments, to 3D printers, to lockers, and the current physical material type table does not suffice without adding a slew of item policies or location codes, which is messy and makes the resulting analytics more painful than it should be.

                        Ex Libris support states that "The [physical material type] codes cannot be changed, because Development needs them for statistics across libraries." However individual libraries will have items that they need to distinguish between either for fulfillment rule purposes or our own statistics.

                        I would like there to be about…

                        188 votes
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                        • Adding a field in the Excel Example of Creating Invoice from File.

                          Adding a field in the Excel file under batch process that allows for inputting custom exchange rates. The reason for this is because the invoice creation date may not always be on the same day as payment, resulting in outdated rates.

                          58 votes
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                          • Set the sender address to the address of the staff that made the PO and automatically forward the mail to the said staff.

                            With multiple librarians handling PO, this can help us keep better track of PO details and increase process efficiency.

                            49 votes
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                            • Prevent change of due-date when the item is under the recalled status.

                              Or have an alert message of some kind when the due date is being changed.
                              Because when the due date is changed, the recalled item reverts back to its initial status making it difficult to determine if there are requests placed on the item.

                              48 votes
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                                0 comments  ·  Fulfillment  ·  Admin →
                              • Field for academic year in user profile

                                It would be good if there were a field in the user's profile that states the user's academic year, e.g., YEAR 1, YEAR 2, YEAR 3, etc.

                                51 votes
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                                • Short Term Loans - Courtesy and Overdue Notices

                                  The new short_loan_courtesy_reminder & short_loan_overdue_reminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

                                  In our test configuration we used the following time parameters:

                                  ​short_loan_courtesy_reminder - 105 minutes
                                  short_loan_overdue_reminder - 241 minutes

                                  However, this creates a situation whereby…

                                  224 votes
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                                    1 comment  ·  Fulfillment  ·  Admin →
                                  • Alma to support Hold Information in SIP2 checkin reponse

                                    We have a sort assistant (RFID equipment) that displays the next step/destination of an item on screen. It also generates a hold slip (with the hold patron name if there's a request for that item) or a transit slip (if it needs to be sent to another library).
                                    However the hold information is not provided in the SIP2 checkin response which means having to scan in the item again in Alma to get this information.

                                    Could the following SIP2 extension fields be added to resolve this issue:
                                    CY - Hold Patron Id
                                    DA - Hold Patron Name

                                    42 votes
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                                    • Purchase Request Library management in User records

                                      A new multi-selection field, Purchase Request Library, was added to the User Details page with the June 2018 release. If one or more libraries are defined for a user, the user may create purchase requests only for the listed libraries. If no libraries are defined, the user may create a purchase request for any library.

                                      But managing Purchase Request Libraries in user records can only be done record per record; there is no possibility for batch processes.

                                      Currently, there is no option:
                                      - to add or remove a Purchase Request Library with the Update/Notify Users job;
                                      - to add or…

                                      95 votes
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                                      • Preferred term correction - correct coding when flipping LCSH to LCGFT

                                        When a 655 field is coded for LCSH and matches a non-preferred term in LCGFT, Alma flips the heading to the preferred LCGFT term but does not update the coding (it should change the 2nd ind to 7 and add $2 lcgft).

                                        The problem is limited to cases where:

                                        A bib heading 655/_0 matches a non-preferred term in an LCGFT authority

                                        What happens is:

                                        The PTC job flips the heading to the LCGFT preferred form, but it does not change the 2nd-indicator from 0 to 7, and does not add $2lcgft

                                        What is not a problem:

                                        655/_0 headings that already…

                                        32 votes
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                                        • 40 votes
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                                            1 comment  ·  Fulfillment  ·  Admin →
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