Alma

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  1. Increase customisation options for the resource sharing request form

    User experience testing that we conducted showed that most users prefer to place resource sharing requests via the resource sharing request form in Primo. Users also expressed frustration with some aspects of the form including the format of the fields. They also expected that the Library could add notices relevant to the resource sharing service to this page.

    The current options for configuring this form do not allow us to meet the expectations of our users. We would like to have more options for customising the page the form is on and the form itself. Specifically we would like : …

    115 votes
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  2. Expand 'Bulk Change Due Dates' to disregard expired patrons and include recalled items

    Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we…

    172 votes
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    under review  ·  7 comments  ·  Fulfillment  ·  Admin →
  3. 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.

    404 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  4. In "Purchase Requests": Permit re-linking request to a Portfolio.

    Purchase requesters are permitted to both 'Use existing record' AND choose 'Requested format' = 'Electronic'.

    Please add the possibility of re-linking to an E-Portfolio--not just to a bibliographic record.

    Beginning an e-purchase with a bib rather than a portfolio requires a lot of fiddling around after the fact to correct the record so the bib is not suppressed, or mis-indexed. And who knows what's happening under the hood.

    220 votes
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  5. 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.

    246 votes
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    11 comments  ·  Other  ·  Admin →
  6. 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.

    149 votes
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    0 comments  ·  Analytics  ·  Admin →
  7. Disable autofill for fields in user details screen

    It is apparently possible to mark fields to not allow autofill: https://stackoverflow.com/questions/40200130/how-to-disable-chrome-to-autofill-username-email-password/40200269#40200269

    This is what should be done for the fields on the user management screen that cause issues. Specifically the Primary identifier and Pin fields:
    https://www.screencast.com/t/SJ91zBqdIfk

    These fields would seldom if ever, need to be filled with the Alma employee users saved info.

    The current suggestion of just turning off autofill for the browser is not adequate:
    https://knowledge.exlibrisgroup.com/Alma/KnowledgeArticles/PINnumberlettersenttopatronalthoughPINnumberwasnotchanged

    86 votes
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  8. Alma new layout: better visual distinction between Alma Main Menu and Alma Configuration

    Hello.

    I'm testing the new layout of Alma. https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp(English)/010GettingStarted/050AlmaUserInterface%E2%80%93GeneralInformation/045UsabilityImprovements/LayoutImprovements

    One major change is that the Main Menu (with the Alma functional areas: Acq, Resources, Fulfillment,...) is now on the left side. The Alma Configuration Menu is also on the left side.

    It can be difficult to visually distinguish between the Main Menu and the Configuration Menu. (Please see "Alma new layout, Main Menu vs Config Menu.png")

    For example, I think I'm in the Alma Main Menu so I click on Resources to Manage Import Profiles. But I'm actually…

    34 votes
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    2 comments  ·  Other  ·  Admin →
  9. Add replacement cost to physical inventory in repository import profiles

    Currently the repository import profile capabilities for adding physical inventory does not include replacement cost as an option. We are cataloging a large number of expensive equipment using an import profile. The change physical items job only works so long as the cost is the same. Cost varies across these items, meaning multiple sets of items would need to be created for the change physical items job or items would need to be updated individually. The ability to include replacement cost in the import profile would be hugely helpful and simplify this process.

    48 votes
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  10. 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.

    99 votes
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  11. 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…

    109 votes
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  12. Prevent Download Pictures (Alma Digital) when Download is not allowed

    Prevent Download Pictures (Alma Digital) when Download is not allowed

    When Access rights indicate to “Allow View” but not download, Alma viewer currently allows downloading the picture by “saving as”.
    The digital Viewer should prevent this option.

    45 votes
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  13. Hide timestamp in patron facing contexts

    Add an option to allow the library to decide whether or not timestamp should be shown in patron facing contexts, for example in the Primo Get It for items on loan or items waiting for reshelving.

    Examples:
    - “Awaiting reshelving until 27/05/2020” instead of “Awaiting reshelving until 27/05/2020 7:02 PM”
    - “On loan until 14/07/2020” instead of “On loan until 14/07/2020 22:00”

    41 votes
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    2 comments  ·  Other  ·  Admin →
  14. Create a Set of Inventory from a Title Set

    It would be very useful to be able to take a set of titles, and convert it into a set of inventory attached to those titles. Specifically, I would like to create a Portfolio set from a set of Electronic Titles. I have regular need to move groups of portfolios from one local e-collection to another. I have only a list of ISBNs to start with, which I use to create an itemized Electronic Titles set. However, moving portfolios requires a Portfolio set, which can only be created with Portfolio IDs. It is very cumbersome to arrive at the appropriate…

    33 votes
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  15. Add "Faculty" to pop-up window

    Add "Faculty" inside: Configuration Menu > User Management > General > Contact Information Pop-Up.
    In order to display faculty in the pop-up window with the user information

    50 votes
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  16. Resource Sharing Electronic Locate for Borrowing article requests

    A borrowing article request is stopped for local ownership when the library has an electronic database that may have coverage for the journal.

    Currently, the borrowing locate local ownership check does not check the year, volume, or issue in the article request to determine if the library has access to this specific year in the database. The borrowing locate does not check for embargo status.

    Because the citation year is not checked for local ownership, requests are stopped from being automatically sent to lending libraries that have the article. Library staff must spend time checking if their library has access…

    53 votes
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  17. Daytime options for automated Alma notice jobs which involve patron notifications

    We recently had a call from a distressed parent who had been woken by a late night notification due to an Alma notice being sent to them.

    Whilst appreciating that jobs are scheduled later to catch lower utilization of the system, would it be possible to have some options for all jobs which feature patron-facing notifications to be run between 9.00am and 9.00pm e.g. Courtesy Notices and Handle Loan Renewals job.

    24 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  18. Limit use of material types by specific library

    The list of material types used across our consortium is very long. Even though we have turned off those that we don't use, we still have a list of about 65. For most of our libraries, this is overkill, as locations like our Chemistry library only use 4 or 5 at most. Catalogers have to use the full list, which increases the chance of confusion or clicking on the wrong thing for even straightforward cataloging. I want to be able to restrict the material types that can be used at any particular library. This was a feature of another ILS…

    72 votes
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  19. If e-collection from CZ is already active in NZ, ask for validation

    It is possible to activate electronic collections from the CZ more than once in your NZ. We are aware there are use cases where this is the desired behaviour.

    Yet it would be nice if there was a short dialogue: "The collection is already active in your NZ. Are you sure you want to activate it again?" - just to avoid duplicate activation by mistake.

    39 votes
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  20. Order lines - Simple / Advanced search: missing "PO line owner"

    Our colleagues are desperately missing the field "PO line owner" when searching for PO lines.

    In Simple search the field "PO line owner" is provided at least as an filter option in the results list.
    But the results list of the Advanced search does not provide filter options. :-(

    72 votes
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    1 comment  ·  Acquisitions  ·  Admin →
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