50 results found

1. Allow reactivation of withdrawn items

   It would be very useful to be able to easily reactivate/reinstate withdrawn items. For example, an item that has been made missing, not found, and deleted may turn up later. This is happening more frequently as we are carrying out large scale stock projects, and will increase when we begin regular stock taking.

   Ideally when a deleted item is returned or scanned in a message box would alert the user:

   "This item was withdrawn on dd/mm/yyyy.

   Would you like to reactivate it?

   Proceed/Cancel"

   All the necessary data appears to be retained (and can be seen in Analytics), and I am aware of other systems that have this very useful function.

   It would be very useful to be able to easily reactivate/reinstate withdrawn items. For example, an item that has been made missing, not found, and deleted may turn up later. This is happening more frequently as we are carrying out large scale stock projects, and will increase when we begin regular stock taking.

   Ideally when a deleted item is returned or scanned in a message box would alert the user:

   "This item was withdrawn on dd/mm/yyyy.

   Would you like to reactivate it?

   Proceed/Cancel"

   All the necessary data appears to be retained (and can be seen in Analytics), and I am… more

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2. Resource type for ceased print and electronic serial publications

   Ceased and previous print and electronic serial titles (Newspaper, Journal, and Other Serials) are currently assigned a Resource Type of Undefined, based on 008 pos.6 (if pos.6 = d - continuing resource ceased publication). No other serial date statuses are explicitly excluded from Resource Type in this way.

   This results in a significant functional impact in Alma as excluding ceased and previous title journals from the resource types associated with all other journals (including those with "unknown," "questionable," and other non-current date codes in 008 pos.6) makes it impossible to do a targeted repository search or analytics report. Forcing the inclusion of catch-all resource type "undefined" completely undermines the point of assigning resource types in the first place.

   If "AND 008 pos. 06 != d" was simply removed from the Resource Type creation rules for Newspaper (physical, electronic), Journal (physical, electronic), and Other Serial (physical, electronic), Resource Type would be much more useful and facets and analytics reports for serials would work much better.

   Ceased and previous print and electronic serial titles (Newspaper, Journal, and Other Serials) are currently assigned a Resource Type of Undefined, based on 008 pos.6 (if pos.6 = d - continuing resource ceased publication). No other serial date statuses are explicitly excluded from Resource Type in this way.

   This results in a significant functional impact in Alma as excluding ceased and previous title journals from the resource types associated with all other journals (including those with "unknown," "questionable," and other non-current date codes in 008 pos.6) makes it impossible to do a targeted repository search or analytics report. Forcing the… more

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3. Boolean search

   In advanced repository search: add the 'NOT' functionality in the drop down menu.

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4. Make it possible to delete a NZ bib record from the Institution tab for records that are CZ in origin (consortial environment)

   It is possible to delete a Network Zone bib record from one's institution tab, provided that (1) it is a record created within the Network Zone and (2) it is not "Held by" other institution from the network. However, when the record is originally from the Community Zone deleting it is not possible. Even when it is not "Held by" any other institution from the network. This results in a multitude of Community Zone bib records to which there are no holdings in the network. Needless to say, it will be a great asset if institutions can actually delete them.

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   Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Now records that are originated from the Community Zone and used by either the Institution or the Network can be deleted.

5. Change physical items job -- adding notes

   The Change physical items job allows you to add Internal notes 1-3 or Statistical notes 1-3 by REPLACING any notes that already exist in that field, but not by adding the note IN ADDITION TO already existing text. This option needs to be added. Also, the current job allows you to skip records that already contain notes in your selected field but a "successful" run does not report out which records were SKIPPED as a result.

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6. Make 245 $p, $n, $s, $k, $f, $g part of "Title" resource description when viewing/editing holdings and item record details.

   Currently when viewing a list of holdings or list of items (and editing them) for a resource/bib in Alma, the $p -- a part/section of a work is not displayed in the resource description for the title. All you see is the main title of the work (245 $a), not the sub-name designation of the part/section. You have no way of knowing which work you are viewing or editing, unless you know the call number specifically.

   Example, I have 4 records that are all "The advertising red books" title, but each one is a different part/section of the work. If you are in a record (either viewing holdings/altering holdings, viewing items/altering items) you have no idea which part of work you are really in (or which record). When making printouts - you don't have that information included on the screen.

   Would love to be able to see the extra title information when viewing these screens in Alma, and help make titles with many sections/parts much easier to keep track of while editing data.

   Currently when viewing a list of holdings or list of items (and editing them) for a resource/bib in Alma, the $p -- a part/section of a work is not displayed in the resource description for the title. All you see is the main title of the work (245 $a), not the sub-name designation of the part/section. You have no way of knowing which work you are viewing or editing, unless you know the call number specifically.

   Example, I have 4 records that are all "The advertising red books" title, but each one is a different part/section of the work. If… more

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   Completed  ·  Dana Moshkovits responded

   The resource description in the headings information for the Record View, List of Items, List of Holdings, the Physical Item Editor, and single holdings was expanded. Also, the resource description was expanded in the MD Editor holdings record header. The resource description now includes the a, n, p, h, b, f, g, k, and s subfields of the MARC 21 / KORMARC 245 field and the a through i subfields of the UNIMARC 200 field.
   For more information please see August Release Notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes

7. When using Scan in Items, provide a pop-up window when there is a hold on an item.

   When we process returned materials from resource sharing partners we use Scan in Items. If there is a hold on an item it only displays the message on the screen, and does not provide a pop-up alert. It would seem useful to provide a similar pop-up like you get when processing items with Return Items.

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   Completed  ·  Dana Moshkovits responded

   As of March release you can configure how pop-up messages will display in the Scan In Interface. All messages can be configured to appear as a pop-up message, a feedback message, or to not appear at all. This is defined in the Scan In Messages Configuration table. Additionally, a yellow icon is added to the list of scanned items for patron request of types Booking Requests, Physical Requests, and Patron Digitization Requests to draw the scanning operator’s attention that some items have a patron request associated with them.
   An additional informational message was added to the Scan Items page for lost items which were returned (Lost status removed). This message appears as a feedback message and can be configured similar to all other messages in the Scan In interface to appear as a pop-up message, a feedback message, or to not appear at all.
   For more information please see Alma Release Notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

   As of March release you can configure how pop-up messages will display in the Scan In Interface. All messages can be configured to appear as a pop-up message, a feedback message, or to not appear at all. This is defined in the Scan In Messages Configuration table. Additionally, a yellow icon is added to the list of scanned items for patron request of types Booking Requests, Physical Requests, and Patron Digitization Requests to draw the scanning operator’s attention that some items have a patron request associated with them.
   An additional informational message was added to the Scan Items page for lost items which were returned (Lost status removed). This message appears as a feedback message and can be configured similar to all other messages in the Scan In interface to appear as a pop-up message, a feedback message, or to not appear at all.
   For more information please see Alma… more

8. Allow copy number mapping in Alma Import Profiles

   The physical item inventory mapping configuration in Alma import profiles does not include the option to add a Copy ID. It creates a lot of extra work to, after importing records, open each item record with multiple copies, to edit the Copy ID field. We would like to be able to assign the Copy ID in the import, as we do the other physical item fields.

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   Completed  ·  Dana Moshkovits responded

   Additional fields were added to the Import Profile page > Inventory Operations tab for physical inventory. You can map item-level information from these fields in the input file, or indicate a value to be placed in the imported records.

   For more information please see https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes

9. Display OCLC Number in Brief Results Lists

   In the brief results display in Alma, the Record Number field is extremely useful in all types of technical services workflows. However, at times a non-OCLC number is displayed in the Record Number field, even though the record contains an OCLC number. The most useful control number from any record is, if present, the OCLC record number.

   It appears that the current behavior is for Alma to display the value from the last 035$a subfield in the record. Can we configure this field, or can Ex Libris modify this field, so that if an OCLC number is present in any 035$a subfield, the OCLC number is selected and displayed in the Record Number field; and that it display a non-OCLC number only when an OCLC number cannot be found in any 035$a subfield in the record.

   In the brief results display in Alma, the Record Number field is extremely useful in all types of technical services workflows. However, at times a non-OCLC number is displayed in the Record Number field, even though the record contains an OCLC number. The most useful control number from any record is, if present, the OCLC record number.

   It appears that the current behavior is for Alma to display the value from the last 035$a subfield in the record. Can we configure this field, or can Ex Libris modify this field, so that if an OCLC number is present in any… more

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   Completed  ·  Dana Moshkovits responded

   The All titles, Physical titles, Electronic titles, and Digital titles repository search results now display all 035 $a content.
   For more information please August Release Notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201908BASE

10. Add more times to scheduled weekly bibliographic import jobs

    When running import jobs on a schedule Alma only gives us one weekly option (Saturdays at 3:00 a.m.). OCLC WorldShare generally posts new, delete and updated files on Saturday mornings in the early a.m., although not always by 3:00 a.m.
    Since it doesn't make sense to run these import jobs daily since record sets are only delivered weekly, we have them set up to run at 3:00 a.m. on Saturday (the only weekly option that Alma gives us). This causes the following problems:

    1) Files of deleted records are loaded concurrently with files of new records for the same collections potentially causing data collisions.

    2) If OCLC delivers the files later than 3 a.m. on Saturday we have to wait a full week for them to get picked up the next time. And again, deletes may follow the load of new records dependent on posting time.

    Can we add one or two more options for running jobs on a weekly basis so that we can avoid loading new and deleted files concurrently, and are more likely to catch the WorldShare records when they are posted? If possible, we would like to add Saturdays at 7 a.m. (making it more likely that we can catch the WorldShare weekly files) and Sundays at 3 a.m. to the list of available run times.

    When running import jobs on a schedule Alma only gives us one weekly option (Saturdays at 3:00 a.m.). OCLC WorldShare generally posts new, delete and updated files on Saturday mornings in the early a.m., although not always by 3:00 a.m.
    Since it doesn't make sense to run these import jobs daily since record sets are only delivered weekly, we have them set up to run at 3:00 a.m. on Saturday (the only weekly option that Alma gives us). This causes the following problems:

    1) Files of deleted records are loaded concurrently with files of new records for the same collections… more

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    Completed  ·  AdminDana Moshkovits (Admin, Ex Libris) responded

    Alma now includes additional scheduled times in the Import Profiles job scheduler.

    For more information please see Alma November Release Notes

11. Include MMS ID in Excel output from Manage Sets Results pages

    The MMS ID is essential information when dealing with spreadsheets of records, and yet it is missing from Excel output of lists of sets and search results. Please include the MMS ID in all output Excel spreadsheets of Repository records.

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12. LC call number search and index

    LC call number should support indexing all valid MARC fields as mentioned in http://www.loc.gov/marc/bibliographic/bd050.html and not only 050$a or local 090$a fields.
    It should index also $b and than enable to search for full LC call number, of course this should reflects also in the holdings level (i.e. $h,$i etc)

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    Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    The LC call number search index is now enhanced and includes more fields.

    For more information, please refer to the Alma May release notes and online help.

13. limit results by location facet in physical title repository search

    Ability to narrow search results by location in a physical titles or physical items results screen.

    Currently we can limit by material type, language, publication year and resource type.

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    Completed  ·  Dana Moshkovits responded

    Alma now support sorting by “Physically At” location of the user in:
    Metadata Editor Holdings 852 $b
    “Libraries” Facet in Physical Item search
    Holdings list in the “Physical” drawer in Physical Titles search

    To enable this new sorting, set the sort_library_by_relevance customer parameter to True

    For more information see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes_Included_Material/2021_RN_08_Main#Support_for_Libraries_Sorting_by_.22Physically_At.22_Location

14. Better way to easily identify suppressed bib & holdings records

    Currently, it is not possible to quickly identify suppressed holdings records. It is not unusual to have an unsuppressed bib, with one or more suppressed holdings. Would it be possible to place use an icon next to the holdings records on repository search results (similar to what is used for suppressed bibs), or, to use different color coding of the background and/or text? At the very least, the MARC simple view should indicate a holdings record is suppressed, either with wording, an icon, or a color differentiation. (Color differentiation was introduced into Voyager several years ago, and it worked great.) Having to load a holdings record into the metadata editor in order to identify if it is suppressed is very clunky, and people often miss the one small clue that the holdings is suppressed.

    Currently, it is not possible to quickly identify suppressed holdings records. It is not unusual to have an unsuppressed bib, with one or more suppressed holdings. Would it be possible to place use an icon next to the holdings records on repository search results (similar to what is used for suppressed bibs), or, to use different color coding of the background and/or text? At the very least, the MARC simple view should indicate a holdings record is suppressed, either with wording, an icon, or a color differentiation. (Color differentiation was introduced into Voyager several years ago, and it worked great.)… more

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15. Develop a ‘sticky’ last search feature in the Repository search

    We have staff in multiple roles, who use the repository search feature as part of their daily workflow. These staff run many repository searches a day, however, although people within a particular work area routinely use the same search parameters, across different work areas staff use a range of ‘standard’ search parameters.

    We like to request that ExLibris to develop a ‘sticky’ last search feature in the Repository search. This would mean that Alma would ‘remember’ the way the Repository search was last configured, based on the user login. Our idea is that Alma would ‘remember’ a user’s most frequent Repository search settings (eg barcode search in physical item level search by Barcode OR Electronic Portfolio search by publisher) as well as the most frequent search settings of other users, which may be quite different.

    We see an association between this idea and the http://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/14876577-repository-search-by-call-no idea

    We have staff in multiple roles, who use the repository search feature as part of their daily workflow. These staff run many repository searches a day, however, although people within a particular work area routinely use the same search parameters, across different work areas staff use a range of ‘standard’ search parameters.

    We like to request that ExLibris to develop a ‘sticky’ last search feature in the Repository search. This would mean that Alma would ‘remember’ the way the Repository search was last configured, based on the user login. Our idea is that Alma would ‘remember’ a user’s most frequent… more

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16. Allow Alma phrase searching using quotation marks in quick search box

    Our catalogers use the quick search box on the Alma homepage to do keyword searches for titles in our collection. Recently we discovered that using quotation marks around a phrase does not successfully keep the words together as a phrase in the search. The only way to search for a phrase is to use the Advanced Search, and change "Contains keywords" to "Contains phrase". This is very time consuming.

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    Completed  ·  Dana Moshkovits responded

    As of January release Alma will support phrase search in the simple search box. All entities and index types that have the option to use phrase search in Alma’s advanced search also have this capability with simple search when using double quotation marks to identify the phrase​.

17. Maybe Search indexes is not updated? I want 773 $$t indexed as Title.

    I often check this Help site https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_%28English%29/Resource_Management/020Using_the_Repository_Search/Search_Indexes
    to check how things are indexed. It looks like 773 $t is indexed as Content related data. Shouldn't it be indexed as Title? I suspect that it is indexed as title, but the information in Search indexes is not correct? Search indexes is very useful, and I would appreciate it updated.

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18. Batch searching in the repository and set creation

    It would be extremely helpful if batch searching functionality can be added in the repository search. We have many projects where we have external data from an outside source that we need to find the matching data in our ILS, now Alma. For example, we are a member of a local consortium where we have several hundred oclc master records that all of us in the consortium need to manipulate in our own local ILSs. Instead of conducting one search at a time for these OCLC master record numbers, we would like to do a batch search of these master record numbers in the repository, create a set, and manipulate the records accordingly.

    It would be extremely helpful if batch searching functionality can be added in the repository search. We have many projects where we have external data from an outside source that we need to find the matching data in our ILS, now Alma. For example, we are a member of a local consortium where we have several hundred oclc master records that all of us in the consortium need to manipulate in our own local ILSs. Instead of conducting one search at a time for these OCLC master record numbers, we would like to do a batch search of these master… more

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19. Z39.5 MARC field filtering

    Alma's current settings on integration profile do not have the functionality to prevent exposure of specific MARC field. It will create problem if some of the MARC content are licensed and are not supposed to be shared easily.

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20. Allow user to specify number of items to display (and select) per page

    Currently, only 20 items may be displayed and selected at a time. Most commercial websites offer a widget that allows the user to specify display of, for example, 25, 50, 100, or "all" matches when searching. (The widget option would be useful for other search types as well, but I'm concerned primarily with items here.) Adding such an option in Alma would be welcomed. Displays could still default to 20 per screen, but allow the user to display more on a single screen if desired.

    The current limit has a serious impact on our productivity when units are transferring large numbers of volumes from libraries on campus to remote storage. Because only 20 volumes may be transferred from one holdings record to another at a time, we waste a lot of time moving 20 items, then hitting back, etc., until we finally manage to get back to the next screen of 20 items to be moved, continuing to repeat the process until all of the volumes reported for transfer (or withdrawal) have actually been moved or deleted.

    It would be nice to be able to display all items on one page and to be able to select all of them at once through the checkboxes. Only being able to move/withdraw 20 items at a time has proven frustrating, to say the least.

    Being able to select items from a complete list and globally edit certain things like item policy while working on a single title directly (as opposed to creating a set for a single title and then running a batch job) would also be welcome.

    Currently, only 20 items may be displayed and selected at a time. Most commercial websites offer a widget that allows the user to specify display of, for example, 25, 50, 100, or "all" matches when searching. (The widget option would be useful for other search types as well, but I'm concerned primarily with items here.) Adding such an option in Alma would be welcomed. Displays could still default to 20 per screen, but allow the user to display more on a single screen if desired.

    The current limit has a serious impact on our productivity when units are transferring large… more

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    Completed  ·  Dana Moshkovits responded

    As of November release you can now select the number of results appearing on any list of results (previously, only a few lists had this feature). For some lists, the range is between 10 and 50 results. For other lists, it is between 20 and 100 results.