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264 results found

  1. Improve Alma Job Reports for Failed Record

    It would be extremely helpful if more details were given when there are failed records or records with exceptions on the jobs we run in Alma. Many of the job reports only report the number of failed records. It would be great if the report would provide MMSID information so the we know what records failed.

    425 votes
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  2. Allow configuration of quick cataloguing form required fields

    We currently only use the quick cataloguing form at circulation desks to create quick records to loan items found on the shelves but not found on Alma. The items are loaned and then the work order routes them to the cataloguing team on return. All these items already have call numbers so we'd like the call number field to be a required field in the quick cataloguing form. Sometimes returned items are incorrectly returned to the shelves and if the quick catalogue record does not include the call number they are often impossible to track down.

    185 votes
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  3. Ability to find bib records with attached PO lines but no inventory

    Problem:
    It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.

    Use Case:
    The ability to find bibs with only PO lines attached is necessary in order to keep the database…

    166 votes
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  4. New role for Manage Import Profiles

    Currently users must have a Cat Admin role or Gen Sys Admin role to be able to Manage Import Profiles (change/add profiles). This also gives them access to the Configuration area of Alma. There should be a role to permit users to Manage Import Profiles that does NOT also give them access to the Alma configuration area. Access to the Alma configuration menu should be separate from the ability to Manage Import Profiles.

    166 votes
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  5. Multiple Quick-Cataloging Templates

    Scenario:
    There are multiple workflows and purposes for which the Quick Cataloging interface is used. For example, in course reserves, staff frequently need to create records for different resource formats beyond book and article. Staff at the circulation desks need to create records any time an item brought to the desk is not found in Alma, and these resources can take any form - from sound recordings on CD to equipment like laptop chargers.

    Problem:
    Not all of these materials fit the current “book” and “article” templates provided for Quick Cataloging. To enable efficient use of the Quick Cataloging feature,…

    156 votes
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  6. Local Authorities for Network Zone linked records

    Alma provides the possibility of local authorities for cataloguing in an Institutional Zone and its local records. Unfortunately I cannot use those local authorities if I work in a Network Zone environment for records linked to the Network Zone.
    I would like to:
    a. define the local authority in the Institution Zone.
    b. Link to this local authority in a local field 6XX (= with $$9LOCAL) via F3 in MDE even if the bibliographic record is linked to the Network Zone.

    150 votes
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  7. Title starts with search in Advanced Search

    Change "Title Starts With" search in Advanced Search

    There are situations when it's easier or more efficient to search by the beginning of the title. However, the “Title Starts With:” search in Advanced Search in Alma requires the user to know whether the title begins with an article (A, An, The) or not, and if so, which article it begins with. So users are expected to remember if a title begins with "A", "The", or no initial article in order to perform the search successfully. Why not just return both results, and let the user decide, instead of forcing them…

    132 votes
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  8. Ability to schedule manual jobs on a regular basis

    At our institution, we have some manual jobs we would like to schedule on a regular basis (daily, weekly, etc.). For example, after we purchase a physical title and a PO line is created in Alma, we run the manual job, change holding information on a logical set. This job updates the holding call number (852 $h and $i) from the bibliographic record and also updates the library and location (852 $b and $c) based on the Library of Congress call number in 852 $h.

    We are aware that there is an Alma Jobs API (https://developers.exlibrisgroup.com/blog/Working-with-the-Alma-Jobs-API) that could…

    116 votes
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  9. Ability to suppress licenses from discovery

    Sometimes, licenses have confidentiality clauses, so we can't show them in Primo, but right now, it is an all or nothing prospect. it would be great if a checkbox on the record could suppress a confidential license from showing up in Discovery.

    114 votes
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  10. Add Previous and Next buttons to various screens

    After conducting a search and selecting a record to view, it would be nice to have Previous/Next buttons for navigation, rather than needing to always go "Back" and then select the next record in the list for viewing. This could also be useful in other areas, like the physical item editor, and perhaps in some Fulfillment functions.

    113 votes
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  11. Adding the publisher location to the "Keywords" index in Alma

    Currently, the publisher location is not indexed in the general "Keywords" index in Alma. If someone wants to search for a certain publisher location, one must use the specific index because a "Keywords" search won't bring any results.
    This is particularly unpractical when searching for series or periodicals, as they often have similar names but different publishers or publisher locations, or later editions of a certain work which can be identified by the different publisher resp. publisher location.
    What confuses staff users is also that if one wants to search for a book, using the title and/or the author as…

    112 votes
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  12. Default search option setting for external resources

    MD editor > Tools > Search external resources

    Search options for external resources such as title, creator, isbn, system number and year of publication are automatically filled in from a bib record. This make us to delete fields manually and spend time. It would be great to set search options at the institution level or individually.

    91 votes
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  13. A way to set the Scan-in-Items drop-down-menu Status to our specific workflows

    In Cataloging when we scan in item barcodes to send a work order to shelf preparation or end-processing, the scan-in-Item Drop-down menu defaults to Cataloging. Acquisitions uses this to send material to us --but we want to send material to Shelf Preparation/End-Processing. So we have to manually mouse down to insert this everything single time. This is slow (uses up time). It would be faster and healthier (on our hands) if Ex Libris could reconfigure so any library unit in a library could unit set the Scan-in-Item Drop-down menu to default to (--or to "persist" or "stick" at--)the specific status…

    90 votes
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  14. Display the date a work order is created

    When a work order is created to put an item in process internally ("Technical Services (CAMS)" or "Show to supervisor" or "Preservation") it would be helpful to have Alma display the date this status change happened.

    It could be in the "item history", and/or the "In process" display, and /or in the "list of items." Currently, the receipt date is the last date displayed in these locations, which does not help with locating an in-process item.

    86 votes
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  15. Customize Alma search indexes

    We would like to customize the search indexes in Alma for all MARC21 fields (not just localized fields). For instance, in the Alma advanced search > all titles > "Title" > we would like to change to "245 (Title)" to make it easier to identify the MARC21 field we want to search.

    85 votes
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  16. Possibility to open a record in MDE with MMS ID in URL (Deep Link)

    At the moment it is not possible to create a link from an external system or a document which opens the MDE for a given MMS ID.

    We would like to speed up the workflows of our cataloguers by having a possibility to generate links to Alma for a list of MMS IDs.

    e.g. https://{alma domain}/mde/?mms={mms id}

    This could then used by external tools to generate a "show" or "edit" link for our cataloguers.

    It would also be possible to generate such links in an Excel document with MMS IDs by using a formula to generate such links, which would…

    80 votes
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  17. Add the ability to delete multiple sets from the "my sets" view

    In the course of our relegatuion and withdrawal work we create a large number of itemised sets. A while after the work has been carried it is useful to delete these sets (especially as many contain items which are no longer in our stock). Presently the only way to delete sets is on a set-by-set basis. We would like to be able to delete multiple sets in one go. I envisage this functioning much like the "task list" - that is, have a checkbox next to each set. This could then be checked and a "delete set" command applied to…

    79 votes
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  18. Refine search and Search external resources function

    When using the "Search external resources" function under profiles including several external catalogs, we can only use refine search link on the first tab.

    It would be great if the refine search link was on all tabs rather than on the fisrt tab only.

    73 votes
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  19. Add warning for active title-level-requests when relinking or deleting holding records or items

    When relinking holdings and items to new bib records or deleting holdings or items, requests can get lost. This is the case if they are on the titel level instead of on the item level.
    (Cf. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/015_Managing_Physical_Resources#Relinking_Items_to_Another_Bibliographic_Record)

    Staff with the role Cataloger Extended or similar roles which allow for relinking and deleting of records, holdings, and items, would benefit from a warning that an active request is present on the title level (e.g. a pop-up) before a holding record or item is relinked or deleted.

    73 votes
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  20. Expand "Create Physical Items Work Order" job to include work order Status

    The “Create Physical Item Work Orders” job should be expanded to allow users to add work order Status in addition to Type and Department to a set of records. Currently adding Status is a 2nd separate step. After running the job to apply Type and Department, you must then sign into the appropriate Currently At location, Manage In Process Items, and then apply the Work Order Status (limited to one screen of 20 records at a time). Very Inefficient!

    71 votes
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