Alma

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  1. Better clarity of which holding an item belongs to.

    We would like the item details page to include the holding ID number, or the holdings page to include the item barcodes. Or some other solution to this confusion. When we migrated to Alma, a number of records were created with multiple identical holdings, one for each item. This causes confusion when we want to move items between holdings as there is no way of knowing which item is connected to which holding – the order they appear on the page is not the same for items & holdings.

    7 votes
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  2. When Managing In Process Items ability to sort list of items into shelf order

    When managing in process items in a work order department we may want to take a device with this list to a shelf of items in call number order e.g. damaged items shelved in call number order or theses ready to be shipped for digitisation. Call number is available as a field, but it's not possible to sort by it (ideally we'd want to sort by normalised call number.

    7 votes
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  3. Asterisk search with special character in Alma

    Currently, Asterisk search with special character in Alma is not supported in ALma.
    It would be very useful if Asterisk search with special character is supported in Alma Search.
    For example, for cataloging work, Asterisk search of call number can helps librarian to determine if there is an duplicate call number. Also it can help to determine the call number following up.
    But for call numbers that contains special characters, the Asterisk search is not supported and can not work as expected.

    7 votes
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  4. Allow retention of original holdings record when the last item is moved to a different holdings record

    As a user who is changing locations in item records, I would like the ability to retain the original holdings record when the last item gets moved to a different holdings record.

    STATEMENT OF THE PROBLEM TO BE ADDRESSED: When an item is moved from one holdings record ("holdings A") to a different holdings record ("holdings B"), AND the item being moved is the last one (leaving holdings A bereft of item records), there are two different ways that Alma treats holdings A:

    1. If the item is moved by selecting from a list of items and clicking on the "Move"…

    6 votes
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  5. Leave Library and Location blank using Browse Shelf Listing within the Metadata Editor

    The August update allows Alma to limit Browse Shelf Listing to specific Libraries and Locations. This is fine when it is wanted; on the other hand, using Browse Shelf Listing directly from a holdings record (i.e. Alt+C in the Metadata Editor) defaults to limiting the search to the library and location in the holdings record (i.e. the 852 subfields $b and $c). I prefer the Library and Location fields remain blank (as they do when opening Browse Shelf Listing from the Resources tab) unless the user chooses to set limits.

    6 votes
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  6. Allow "Delete holding records with no items" job to delete holdings attached to POs

    The job called "Delete holding records with no items" doesn't support deleting holdings that have attached POs. It seems like this should be an option.

    6 votes
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  7. Toggle missing status for Set List created from Shelf Report

    Once you run a shelf report and create an itemized set of missing items, it would be much easier to be able to toggle the missing status of these items in one big set, rather than having to do a search of each title and toggling the missing status that way.

    6 votes
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  8. Counting items without call number or call number type in Range Shelf Report

    Items without call number and items with call number type being blank cannot be counted properly in Range Shelf Report.
    We want to be able to produce a shelf report by multiplying only "Library" and "Location".
    Is it possible to change the required item to the arbitrary item in "Range" setting ?
    Because there are some items without "Call number" or "Call number type" in a Location.
    And items with material type such as issue don't have "Call number".

    6 votes
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  9. Improve 008 field facet for Pulbication Year

    Currently, Alma only acknowledges the first 4 digits after the 6th position as "Publication Year".
    The MARC21 standard has a much more in depth system, and Alma facets should account for the following features.

    1.- Alma currently only recognizes numbers, but in the MARC21 standard the letter 'u' is established as an unknown/wild card.
    For instance, 19uu should be recognized as 1900 or 19??. 182u = 182?, 1uuu = 1??? and so on.

    2.- The 6th position letter defines how many specific years and what those years mean, up to 2 different years.
    Alma now only recognizes what is after…

    6 votes
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  10. Temporary item policy and temporary location should be separate settings

    When items have a temporary item policy, they often stay within their permanent location. However, in order to add a temporary item policy we have to select "Item is in a temporary location" = yes. Doing this when the item remains in its permanent location causes confusion, both when viewing items in the item display of Alma repository as well as when viewing items in Primo VE, when only some items on a record have a temporary item policy. It looks like it is in a temporary location, when it is not.
    Additionally, this effects the display of summary holdings…

    6 votes
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  11. Allow sorting by local call number (09X) MARC fields in Physical Titles and Physical Items searches

    We use the 090 and 099 for local call numbers, but Alma doesn't include 09X fields in its search indexes by default; as a result, they're not included in call number sorting in Alma or Primo, and we lack the ability to add them even after we enable them as search indexes. Adding these as options to call number sorting would enable fuller searches by staff and users respectively.

    6 votes
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  12. Tools/Excel results need to include holdings ID(s) and item ID(s).

    The ability of Alma to export search results to an Excel spreadsheet is one of its strong features. In order to remove the necessity of still having to run an Analytics report, all such Excel spreadsheets need to include the holdings ID(s), holdings permanent location(s), and item ID(s), in order to present a clear and full picture of the extent of the holdings of a given title. This is analogous to the Hierarchy in Voyager which was incredibly useful to us--the Excel with the additional information will be even more useful and efficient than the hierarchy has been since it…

    5 votes
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  13. Limit physical holding by year in the getit frame

    Using the Primo service page, when we have print holdings for a journal the requested article is from, but not for the article date, we still see print holdings which are not related and confusing to our users.

    I would expect to either not see the print holdings or have it be clear that these are not for the requested item (like having to click "more" to see them).

    5 votes
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  14. Creation Date should be displayed in the Item Record

    Please add the item record's Creation Date to the fields displayed in the item record. An appropriate location would be the History tab. It is currently possible to find the creation date only through Alma Analytics. While the Receipt Date can be a clue to the item's date of creation, the dates are not necessarily the same. Furthermore, the Receipt Date is populated automatically only when receiving an item through Acquisitions, and inputting the date manually when creating an item in the Metadata Editor is an extra step which can be overlooked and may not be applicable (or justified by…

    5 votes
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  15. Identify the staff operator who marked an item as missing

    When a user marks an item as "missing" in Alma, the history record for the process shows the operator as "System" rather than an operator ID. The operator who made the change should be identified in the history.Managers with the ability to identify the source of a problematic "Missing" status change can engage the source with questions or training as needed.

    5 votes
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  16. Prevent choosing an invalid item policy when editing a physical item

    When editing the information for a physical item you have the option to select an item policy that overrides the default fulfillment rules for the chosen location. The drop-down list shows all item policies available in the system, regardless if we have configured any corresponding exception rule or not. As we have several item policies that should only be used for specific locations this leads to confusion and mistakes. It is too easy to unknowingly set an invalid item policy without any warning from the system.

    We suggest that the drop-down list of item policies should only display policies that…

    5 votes
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  17. Add a Donor field to the physical item record.

    Adding a "Donor" field to the item record would make it easier to track and manage items that are given to the library by a specific donor and reduce multiple Local 591 fields. This information could also then be displayed more prominently in PRIMO. With the donor attached to the actual item, it would help Special Collections departments.

    5 votes
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  18. Improve the export to excel from the physical item records search list

    When I export a set of physical item records from Alma to Excel, the Type / Creator / Imprint all end up in one field (column). This means that I can't easily sort by Author name. Please separate these data points into their own columns when exporting for easier manipulation in Excel.

    5 votes
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  19. Sorting on Physical Items Labels Job

    When you run the job named "Export Physical Items Labels", you cant select the order by field on the xml file that ALMA gave you. This is a problem when you take that xml file and with Biaf system print the Labels. For example if you print 100 or 200 Labels you have to search phisically, label by label for paste it on the books.

    5 votes
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  20. Add Fulfillment "Hold Shelf Period" option for total days (rather than only offering open days)

    An Alma Institution might have more than one library, and those libraries may have different operating calendars (such as, a branch library may only be open 5 days a week, while, the main library may be open 7 days a week).

    It would be more consistent for that institution's patrons if it was possible to have the option to set the "Hold Shelf Period" to be for total days, rather than only having the option for "open days."

    Similarly for institutions in a consortium using the AFN, where there are consortially mandated policies for linked users, being able to set…

    5 votes
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