Alma

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  1. New notification letter when expiry date is updated

    When updating the expiry date for items on hold shelf, we miss the opportunity to resend notification letter with the new expiry date. We are aware of the resend notification functionality, but this will not include the new expiry date.

    370 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  2. Make all tables in Alma sortable by all their column headings

    There are lots of tables in the Alma UI that come up which can be sorted by a couple of the column heads but not others. For example in Letters Configuration, you can sort by "Letter" or "Description," but not by "Enabled," "Channel," or "Retention Period." Being able to sort by column headings is a basic function of a table.

    In the example above, it would be helpful to be able to see only those letters that are enabled, or to sort so that all the email letters are grouped together and all the SMS letters are separate from them.

    209 votes
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    8 comments  ·  Other  ·  Admin →
  3. Add ORCID ID to CZ Authorities vocabularies search

    Field 0247 $$a XXXX-XXXX-XXXX-XXXX $$2 orcid used in authority records and is currently not searchable in CZ authority vocabularies.
    Using a unique identifier when searching for name authority records will improve the precision of authority search results. It would also save the time and effort currently invested in establishing the correlation between a name and its authority record.

    91 votes
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  4. Add Data Type category for the Title Report in COUNTER 5 section of analytics

    The Master Title Report of COUNTER 5 includes ebook and journal titles. It is difficult to use this master report in analytics without having a data type or section type option to differentiate between which titles are journals and which are ebooks. The master title report is useless in analytics without this option. Please add the data type or section type category from the COUNTER 5 Master Title Report into the Analytics Usage Report.

    99 votes
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    0 comments  ·  Analytics  ·  Admin →
  5. 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.

    131 votes
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  6. Alma task lists: "Assign to me" and bulk actions

    In Alma task lists ...


    • Electronic resources - activation - unassigned (Electronic Resource Activation Task List)

    • Order Lines - review - unassigned (Purchase Order Lines in Review)

    • Invoices - review - unassigned (In Review Invoices)

    ... there is only a row action ("..." button) to start the "Assign to" dialog which opens a pop-up window where you can select a user. Our colleagues are not satisfied with this cumbersome assignment functionality.

    The missing functionalities are:
    (1) a one-click "Assign to me" button
    (2) a bulk functionality for "Assign to" and "Assign to me" (it is already possible to mark several…

    62 votes
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  7. In Process Items_Move items in batches to the next work order

    In the page of “Manage In Process Items”, we would propose
    1) Adjust the number of each page so that more items can display on the page. That would be the maximum the staff can tick “Done” at one time.

    2) Given above, ideally we'd want to move a pack of items by jobs to the next work order.

    3) Sort out “Barcode”

    211 votes
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  8. Batch deleting PO's

    There is currently no system job to delete PO's. These have to be done manually using the Acquisitions>Purchase Order>Delete PO function individually in ALMA.

    We have 1000's of old orders migrated from our legacy system that are no longer required. We also now only keep 7 years worth of orders in line with current financial practice and so would like to be able to set a job to batch delete at rollover into the new fiscal period.

    99 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  9. Ability to edit "subscription from date", "subscription to date", and "additional information" fields on closed invoices

    For some institutions, this data did not migrate, and for others, there are invoice operator errors that need to be fixed. This is vital to subscription management. We need this.

    190 votes
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  10. Add ‘Bokbasen’ as a new provider in the Upload Electronic Holding functionality in Alma

    The collection Bokbasen Allvit (which contains Norwegian academic e-books) is now added to CZ. There is a need for a solution for the administration of this collection. The library administrator can at any time purchase a new time-limited e-book license or change the budget for pay-per-loan titles. This, in combination with time-limited licenses expiring at different times and days (365 days after the purchasing date) will cause the catalogue of available titles to change continuously. The catalogue will also be different per institution. In order to provide the end-user with accurate information about the availability for each institution, there is…

    99 votes
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  11. Ability to store & track VPAT® documents

    As part of the procurement or licensing process, many libraries may request that a vendor provide a VPAT® (Voluntary Product Accessibility Template) in order to indicate their compliance with Section 508 of the US Rehabilitation Act. It would be desirable if functionality could be developed somewhere in Alma that would allow libraries to track & report whether/when a VPAT was requested and received, which VPAT version was used, and local notes related to accessibility testing.

    100 votes
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  12. Enable desk operators to select from a predetermined list of loan periods.

    We would like desk operators to have the option of selecting from a list of predetermined check out periods for items in certain collections.

    Boston College Libraries currently provide approximately 80 laptops to community members, which can be borrowed for a fixed loan period. For many patrons this static loan period is either too short or too long, adding some loan period choices would enable us to easily meet the needs of more patrons.
    Currently in Alma, offering a variety of loan periods would require the creation of additional locations and terms of use. Doing so would enable us to…

    165 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  13. Short Loan Reminder - overdue notice doesn't display due time

    The Short Loan Reminder uses the Full Overdue and Lost Loan Notification letter for the overdue reminder (sent x minutes after due time). This letter does not display the due time of loans however, and is not configurable.

    92 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  14. Provide MARC record quality measures to CZ collections

    CZ collections vary in regard to the quality of their metadata. Some CZ collections contain rich MARC records, while others contain very poor records. When facing the question whether to import vendor's MARC records or to rely on CZ records, librarians usually lack basic information about the quality of existing MARC records in a given CZ collection.

    I would like to suggest that each CZ collection will include basic statistical information about the MARC records quality. Such information could be generated in different ways.

    One possibility is to provide an analysis based on predefined quality profiles of MARC records. Here,…

    50 votes
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  15. Allow overlap analysis tool to include print as well as e

    We would find it useful if the overlap analysis tool could also compare against print holdings, as well as electronic. Currently it only allows you to compare overlap within electronic titles, however the functionality of the tool is useful in that you can upload a file containing a list of identifiers, set up the overlap and leave it to run.

    The only way to conduct print and e overlap analysis in Alma at the moment is to use the Title level overlap analysis dashboard in Analytics, which includes various overlap reports and includes both print and electronic. However, we have…

    27 votes
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  16. Request an item belonging to a bibliographic record for which an item is already on loan to the requesting patron

    Hi,
    We have dedicated librarians working on digitizations, and sometimes the item they have on loan and like to scan is not suitable for the digitzation process (notes, underlining etc).
    They would then like to request another item. This request will be rejected in Alma due to policy. An item can not be requested when you already have a an item from the same bib record on loan. They would, of course, like to keep the original item on loan until they have checked if other items are more suitable.

    You are able to request if the items have different…

    134 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  17. Push Requests to ILLiad should include comments in the resource sharing request.

    Referring to the new feature in Alma Nov (2019) release, the new feature for pushing resource sharing request to ILLiad via API lacks some important features to make it useful.
    Most importantly, comments in the Resource Sharing request did not pass over to ILLiad. This feature exists when using email to push request to ILLiad. It's missing when using API.

    I would hope you could improve using API to push requests to ILLiad and make it feature parity using email method.

    55 votes
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  18. Automate Work Order creation based on item location.

    Boston College would like to be able to configure Alma so that work orders are auto-created for materials in a designated location when they are placed on loan.

    Here is the desired workflow:


    1. Item is loaned.

    2. At the same time, Alma automatically places a work order on the item.

    3. When the item is returned to the managing circulation desk the work order is triggered and the item is routed to the correct work order department for processing.

    The purpose of this request is to improve the management of the laptops that Boston College Libraries loan to patrons, and to facilitate…

    130 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  19. Adding User Type field

    It will be great if the User Type field could appear once you click to see the requester details in a borrowing request in Resource Sharing and in Fulfillment once you click to see who holds a loaned book (Screenshots attached).

    35 votes
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  20. Alma bookings - concurrent bookings issue

    Our institution wants to introduce bookings in Alma for our High Demand loans, which are 3 hours.

    The main issue we’ve found is concurrent bookings, see scenarios below, with a 5 minute exclusion set up:

    • A books item for 11:40-12:40 - however doesn’t borrow the item within the 5 minute exclusion

    • B books item at 11:46, for 11:50-12.50

    • A checks out item at 11:53, despite booking for B at 11:50

    What is needed is some mechanism for bookings to expire automatically once the exclusion period is reached.

    84 votes
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    0 comments  ·  Fulfillment  ·  Admin →
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