Alma

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  1. Filter journal holdings that can fulfill the request for an article

    If an user has found an article that is not available electronic, but the library has the journal in print, the end user gets the list of holdings for the journal and can go into a specific holding to see the items.

    In general we would like that when the end user has found an article they should only need to click on Request (or Digitize) and all relevant metadata are sent to Alma and the system selects the correct item to fulfill the request. If locate is not possible the librarian has enough information to work on the request.

    623 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  2. Improve usability of 'Automatically Print Slip' in Resource Sharing

    When receiving Resource Sharing Borrowing items, the 'Automatically Print Slip' option is only remembered for the current session, which leaves this vital function open to error.

    This could be improved in one of the following ways (in order of preference):

    Option 1: Provide a configuration option in one of the code tables to set the default (this would also be desireable for all similar functions elsewhere, such as in RS Lending).

    Option 2: Make the last selected option persist across sessions so our staff can set it once and not have to remember to set it every time.

    Option 3:…

    171 votes
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  3. 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…

    607 votes
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    16 comments  ·  Other  ·  Admin →
  4. Fines in Grace Period should let users decide to calculate or not.

    According to the policy that our institution laid down, Fines in Grace Period shouldn't be calculated.

    If overdue fines count $5 a day and grace period value is 3, then patron returned an item in 4th day after due date, the patron should pay only $5.

    But in Alma, we cannot set grace period that won't calculate fines. Hope to add this function to let users decide grace period fines calculate or not and make alma more flexible.

    373 votes
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    12 comments  ·  Other  ·  Admin →
  5. 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…

    99 votes
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  6. Permanent collections

    Colecciones permanentes:
    Si un título tienen todos sus ítems asignados a una colección permanente de documentos perdidos, extraviados, descartados, etc. , el sistema Alma debe evitar que el registro se recupere y visualice a través de Primo, esto a fin de que los usuarios no visualicen un recurso que no tiene la biblioteca y a fin de evitar de realizar otro proceso de cambio.

    Permanent collections:
    If a title has all its items assigned to a permanent collection of lost, missing, discarded documents, etc. , the Alma system must prevent the registry from being recovered and viewed through Primo, so…

    91 votes
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  7. Suggestions for Normalization Rules (NR) functions

    Hello,

    Please see the attached file.
    We would appreciate it if the suggested Normalization Rules functions would be developed in Alma.

    Thanks

    116 votes
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  8. Allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy

    I believe this is an expansion on this idea https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/31119715-title-level-request-and-item-level-request

    But we are dealing with ASRS in our case so I thought it might be a little more elaborate.

    We would like to have the option to allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy.

    Currently we have "No requesting" as our general policy that's applied to all of our items except for the ones in ASRS. The problem is that when items with multiple copies and identical call number exist both at open-stack library and ASRS, the No…

    81 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  9. Permanent „save and continue“-button in item record

    We would highly appreciate a permanent „save and continue“-button in the item record, so that we can use the links in the item record, after changes were done, without saving and re-open it again. One scenario is changing the location in the item record and using the link to the holding to update this, too. At the moment this link is useless after changing the location, because it links to the old holding.

    179 votes
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  10. 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.

    76 votes
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  11. MDE : holding field 852 - display only the libraries in the scope of physical inventory operator

    When creating a holding in MDE, the cataloger has to choose a library in the list of libraries of the institution for completing field 852 $$b.
    The full list of all libraries of the institution in displayed for the user, even if the user has a physical inventory operator role with a scope on only one library.
    As a result he has to scroll down the list of libraries to find his own library.
    It would be much quicker if only the libraries in his scope were displayed.

    90 votes
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  12. Mechanism to validate binary MARC record structure

    There is currently no mechanism within Alma to ensure that exported or published binary MARC records have valid record structures. Even though Alma uses MARCXML and is not impacted internally by invalid binary MARC, libraries must still provide binary MARC records to external entities in the course of regular business (vendors, outsourcers, agencies, other stakeholders).

    Structurally invalid binary MARC records significantly hamper data sharing for libraries. A third party application, MarcEdit, can be used to validate MARC record structure, but since our data is stored in Alma, there should be a mechanism *native to Alma* that validates binary MARC structure…

    64 votes
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  13. Provide birthdate information in search results of patron search

    When searching for patrons through Fulfilment>Manage Patron Services, it would be useful if the search results included the patron's birthdate so that library staff had a unique identifier to check against when there a multiple patrons with the same name.

    117 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  14. 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.

    220 votes
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    After running an analysis on this issue, we believe that the root cause for the POL to be “stuck” was found and is planned to be fixed in one of Alma’s next releases. This fix will enable POL to continue in their workflow (move to the next step) and not to get “stuck”. I will update here when the fix is applied.

    Thanks,
    Noam.

  15. Metadata Editor should add the year automatically to the 866 field

    Currently the Metadata editor does not add automatically the year to the 866 field. If we want the year to be in our 866 we have to add it manually. Actually this is the only way our patrons can see the year in Primo.

    38 votes
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  16. Allow customization of close_paid_lost_loans parameter

    When the close_paid_lost_loans parameter to false and lost loans are closed (either manually or through the Close Lost Loans job), refunds/credits are not automatically given to patrons if the item is subsequently found and returned. When setting the close_paid_lost_loans parameter to true and the lost loan is closed (automatically setting the Lost and Paid status), a refund/credit IS applied to the patron’s account if the item is subsequently found and returned, providing the Lost Loan Refund Ratio is greater than 0.

    For libraries that wish to take advantage of this new Process Type, but do not wish to issue credits…

    62 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  17. Implement auto holdings for Wiley

    Implement auto holdings (autoholding, auto load, autoload) for Wiley, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    122 votes
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  18. Better management of serial prediction when publication frequency changes

    Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.

    It would save a lot of time if…

    131 votes
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  19. Reorganise the Fulfilment Configuration Menu

    The Fulfilment Configuration Menu is huge and difficult to peruse. Can the Leganto & Courses options be consolidated on a Courses/Lists page.

    Would it be appropriate to move Discovery Interface Logic to the Discovery page - it all impacts Primo VE?

    I know they are grouped according to the menus in Alma, but even adding a level of hierarchy via expand/collapse for groups would make it much easier when scanning the page. I also know search exists, but sometimes I can't remember the name to search for, I just know it is in Resource Sharing - but for me most…

    33 votes
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    1 comment  ·  Other  ·  Admin →
  20. offer true author/creator browse

    Currently Alma offers browsing bib headings with using "names" type - which includes also headings from 600/610/611.
    We find it more useful to have a way to browse by author/creator headings without the subject name fields (relevant 1xx and 7xx without 6xx).

    282 votes
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