Alma

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  1. Prevent change of fields due to synchronization when running a Update/Notify Users job on a set

    When updating one user manually, we get a notice where we can confirm that some fields (amongst others: campus, rs libraries and user group) are not to be overwritten by the next user synchronization.

    When updating users in a set running the Update/Notify Users job in Alma, the same choice of prevention is not presented. Hence leaving some fields to be changed back in the next synchronization.

    We experienced this running a job changing campus, RS library and user group on a set of users. The first two fields did not change back in the synchronization. The latter did.

    Would…

    258 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".

      205 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).

        126 votes
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        • Resource Request Monitoring - partner information missing for Lending requests on hold

          When a Lending request is put on hold, the partner information is not visible in the Resource Request Monitoring list. This makes it impossible to check which place in the queue a lending request has.
          We would like the Requester field to to display partner information and be added to lending requests in the Resource Request Monitoring display.

          Please see attachment for screenshots.

          160 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…

            107 votes
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            • Generate accession number by using keystroke combination

              Generation an accession number in 852$$h can only be done by using the menu (tools -> MARC21 holdings -> generate accession number), we would prefer a keystroke combination. It would reduce the clicking enormously!

              133 votes
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              • Calculation of due date for recalled lending requests should be consistent with fulfillment loan recalls.

                When setting recall period on a fulfillment loan to "No recall due date", the original due date is kept, while renewal of the recalled loan is blocked.

                For some reason, a different logic is applied to lending requests. Setting "No recall due date" as the recall period policy for lending requests, results in the due date being set to the date of the recall. The result is unpredictability for the borrower.

                We propose that that these two very similar workflows are better alligned and that setting "no recall period" for recall should result in no change to the due date…

                143 votes
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                • Ability to run user purge on a set

                  The current purge job does not allow for granularity beyond the user group and the number of options and filters for the Purge User Records job is very limited.
                  It would be helpful to be able to run patron purge on a set of user records, or alternatively for Alma to add a user delete job (under Manage Jobs and Sets > Run a Job) that runs on a set.
                  (see also NERS Request ID 5304)

                  275 votes
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                  • Make the effect of exclude process from publishing on holdings configurable

                    The current implementation of exclude process types from publishing has the side-effect, that a holdings record gets automatically suppressed as well if it only contains items which get suppressed based on the exclude from process types configuration.
                    E.g. if you have process type=acquisition, material type=issue, exclude=true all holdings which happen to only have items with material type issue in process type acquisition are suppressed no matter what. This is bad in itself, since it precludes the possibility of offering additional information to our users via the 866 field.
                    What makes things worse is that the bib record gets suppressed as…

                    76 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…

                      99 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…

                        211 votes
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                          1 comment  ·  Fulfillment  ·  Admin →
                        • Hold Shelf policy for RS items

                          When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignore_lender_due_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

                          This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time - for…

                          189 votes
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                          • On the Monitor Request page order the owning library and pick up location facets by A-Z

                            We would like the libraries listed in the Owner and Pick up Location facets in the Resource Request Monitoring page to be ordered by A-Z as we have a long list of libraries and this would make it easier to scan the list and find them. The Owner and Pick up Location are ordered by A-Z in the Borrowing Requests page already and this is much easier for us.

                            52 votes
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                              3 comments  ·  Fulfillment  ·  Admin →
                            • Add Collection metadata to the Digital Inventory Subject Area in Analytics

                              One of the most important fields for reporting on Digital material in Analytics is Collection. However there is currently no Collection field in the Digital Inventory Subject Area in Analytics.

                              Workarounds for this are extremely time consuming making reporting on digital material a hard task.

                              We would like to see Collection added to the Digital Inventory Subject Area in Analytics and the Digital Usage Subject Area in Analytics

                              81 votes
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                                2 comments  ·  Analytics  ·  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.

                                181 votes
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                                • Access detailed error reports for all jobs

                                  University of South Australia Library would be interested in accessing various error reports for the jobs that we run at the time when we run the jobs.
                                  We are aware we can check Import errors as per "Resolving Import Issues" but for other type of jobs we cannot check error reports.
                                  As an example, running a filtering job on a set provides us with a report including a brief information on the number of records that "failed" as in this message:
                                  "Of the 67201 records processed, 4 records failed. For more information view the report details (or contact Support using…

                                  63 votes
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                                  • Copy and paste multiple MARC fields into the metadata editor

                                    We would like to be able to copy multiple lines from MARC records and paste them into the metadata editor so that multiple MARC fields are pasted into the record in one action. This would help us enormously with our workflow of importing MARC authority records from LibrariesAustralia into Alma.

                                    For us, this is necessary because the LibrariesAustralia headings are not in the community zone and are unlikely to ever be included there and Alma does not allow for Z39.50 import of authority headings.

                                    We have this functionality of copying and pasting multiple fields in the LibrariesAustralia Cataloguing Client and…

                                    35 votes
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                                    • Update 863/864/865 when items are withdrawn

                                      There is a crucial step missing in the Automatic Generation of the Summary Holdings Statement Based on Items process. The process is documented here:
                                      https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/040Metadata_Management/020Navigating_the_MD_Editor_Page?uxp=true#Automatic_Generation_of_the_Summary_Holdings_Statement_Based_on_Items

                                      When items which are linked to the Holdings record are withdrawn, there is no process to update the Holdings record 863/864/865 fields to create an updated 866/867/868 field. When items are withdrawn, the user has to manually edit the Holdings records.

                                      Since the creation of the 863/864/865 field is now automated based on received items being linked to the holdings record, there is a need for the 863/864/865 to be automatically re-created when the linked…

                                      33 votes
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                                      • Add Melingo to ALMA

                                        Hello,

                                        The assimilation of Melingo in Primo for the customers in Israel proved to be a useful solution.
                                        It would be nice if it can also be implemented in ALMA.
                                        If Melingo will indeed be in ALMA, the catalogers will no longer need to add Ktiv Maleh or Ktiv Haser in Hebrew in variant titles.

                                        Thanks.

                                        23 votes
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                                        • Add Electronic Service information to Analytics E-Inventory subject area

                                          Information at the Electronic Service level in Alma is not searchable in advanced search or Analytics - it can only be accessed by individually viewing a single electronic service. Making service-level information accessible through Analytics would enable searching across all collections for troubleshooting or updating information.

                                          I am particularly interested in the Electronic Service Public Note field. Portfolio Public Note and Electronic Collection Public Note are already available through Analytics. Making Electronic Service Public Note available would allow me to view all the Public Notes that appear to our users and update them as necessary.

                                          26 votes
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                                            0 comments  ·  Analytics  ·  Admin →
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