Alma

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  1. Add 'Test access' button to New Portfolio editor

    When adding a new local portfolio in an electronic collection we will always test access before the task is completed.
    Currently we have to click 'Save and done', search for the portfolio and then test access. If the link is incorrect, we have to edit, save, and test again.

    Please add the 'Test access' button in the New Portfolio editor as in the Electronic Portfolio Editor to save us time and extra clicks.

    176 votes
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  2. Please add Description field to all three tabs in Patron Services page: Loan tab, Return tab, and Request tab

    Currently, there is no Description field in Patron Services page. Library staffs are not able to immediately recognize which issue, volume, or number is loaned, returned, or requested by a patron at a glance in three tabs at this page.

    When circulation desk staff help patron to check or see their loans in Loan tab, Description field is not visible.
    Or, if a patron requests different issues under the same title at a time, when he/she comes to circulation desk and wants to pick up his/her requested items, library staff will need to spend more steps to check the Description…

    312 votes
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  3. Add ability to load split coverage dates with portfolio loader & export split coverage dates from Alma using standard export methods

    This feature would add the ability to load and export split coverage date ranges for Alma portfolios. Currently, the portfolio loader only allows uploading continuous coverage date ranges. However, in some cases, a journal has split coverage dates. For example, we might have access to a journal from:

    1980-1995
    1997-present

    Currently, there is no way to upload this using the portfolio loader; the portfolio loader will only load one of the date ranges. This means we must do extra manual work to enter these date ranges in the portfolio editor.

    Also, the standard portfolio export features in Alma, in cases…

    127 votes
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  4. Deleting requests older then a certain date

    Would it be possible to have a way of deleting physical item requests older then a certain date? Now it's only possible to delete all requests on a title, but that's not very useful.

    Highly requested titles on a courses reading list is often not relevant after a certain date, when the course has ended. We sometimes see that old requests, that we haven't been able to fulfill, are causing unnecessary delay in fulfilling requests that are still relevant for the new, active course.

    When we had to close the library in spring 2020, we also could see that a…

    280 votes
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  5. On-shelf requests for specific user groups

    We have limited human resource for picking up the items for on-shelf requests. Therefore, we hope this service is only available for patrons in need, for example, disabled patrons or distinguished professors/researchers.

    Therefore, we need Alma to support “specific user groups’ to “request for on-shelf items”, and “pick up in different library/campus only”. It would also be nice if we can limit the number of on-shelf requests in a period of time.

    This will definitely help librarians to provide precise service efficiently!

    127 votes
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  6. Make 'requester' clickable after 'scan in items' step of handling a request

    It would be convenient if it was possible to click on the requester after the 'scan in items' step when managing a request.

    252 votes
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  7. Add indications to Electronic Service & Portfolios showing when portfolios use MARC metadata instead of parser parameters for linking

    There are some electronic services and portfolios in the Alma CZ that do not use parser parameters. Instead, they use ISSN or some other element drawn from the MARC metadata to construct their links. However, there is no indication in Alma when a service or portfolio behaves this way. To the Alma user, it looks as if the portfolios must be misconfigured, as they have no parser parameters and no apparent way to link at the title level. This makes troubleshooting linking problems very difficult, and it conceals the actual linking functionality from Alma customers.

    To be fully transparent with…

    63 votes
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  8. Work Orders: package of required enhancements

    Work orders are useful but often cumbersome and don't work as required. A package of enhancements/fixes would make them much more useful and useable:

    • Adding notes when creating work orders in bulk. This would enable having fewer work order types as explanatory notes could be used instead.
    • Makes notes more (immediately) visible when scanning in (pop up message?). Again would enable fewer work order types as items could be easily catergorised according to explanatory note upon receipt at managing department.
    • Select recall/not recall at work order placement (like pick from shelf), not baked into type (and in…

    163 votes
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  9. Please add the ability to use the facets for Archival Materials according to LDR pos. 8 = a

    Hello,

    Most archival materials are cataloged as follows:
    LDR pos. 6 = p
    LDR pos. 8 = a
    Currently, the facet in Alma show these kind of materials as "Undefined".
    Adding a facet of "Achieve Material" according to LDR pos.8 = a, would be very useful.

    Thanks.

    58 votes
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    Hi. 1. Are you stating that you want a new “Resource Type”?
    2. The definitions of the resource types are explained in the table titled “Rules Used to Create the Resource Type Field – MARC 21/KORMARC and UNIMARC” at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/Searching_in_Alma#The_Resource_Type_Field
    3. Do you want a new row in this table which would be as follows?
    Archival materials. LDR pos. 8 = a
    4. The table is read top to bottom and as soon as match is found it stops. Where in the table would you like this new row to appear?
    5. How come the title of this suggestion states “LDR pos. 8 = a” but the comment from Feb. 2 also has “LDR pos. 6 = p”? We do not think “LDR pos. 6 = p” is a good idea. That is used for “mixed materials”. On the other hand “LDR pos. 8…

  10. Enable Auto Refresh on the Monitor Jobs Page

    At University of Tennessee we have found we are often waiting on lengthy system jobs to process before manually ran jobs are completed. It would be nice if this page had a built in auto-refresh to reload job percentage completion. It is rather tedious to repetitively click the refresh button to see if a job has began or made any substantial progress. If possible the button should be able to be clicked for instant refreshes but it should also refresh automatically in a timely matter. I believe increments of thirty seconds would be favorable or up to a minute. Thank…

    40 votes
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    3 comments  ·  Other  ·  Admin →
  11. Visibility of extension packs and possibility of selecting them one by one for editing and/or deleting

    Extension packs once added to a local MARC-based profile are not visible and cannot be retrieved in any way. It would be much better if each extension pack loaded to a bibliographic profile could be visible to system admnistrators in order to be downloaded from bibliographic profile for purposes of editing and reloading, should the need arise. This feature was part of the tentative future developments proposed by Ex libris back in 2017 (see: internal: 2017 Q1 URM-45100)

    65 votes
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  12. Fine for failing to pick up request

    We would like to have a fine automatically applied when a patron fails to pick up a request. The fine should be applied after the last pick-up date has passed if the request has not been picked up or cancelled. It should be possible to determine for which locations/user groups the fine will be applied.

    155 votes
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  13. Local Authorities for Network Zone linked records

    Alma provides the possibility of local authorities for cataloguing in an Institutional Zone and its local records. Unfortunately I cannot use those local authorities if I work in a Network Zone environment for records linked to the Network Zone.
    I would like to:
    a. define the local authority in the Institution Zone.
    b. Link to this local authority in a local field 6XX (= with $$9LOCAL) via F3 in MDE even if the bibliographic record is linked to the Network Zone.

    80 votes
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  14. Make the Manage Sets table sortable

    Most institutions make heavy use of Sets functionality, but there are basic UI improvements that would save time and effort. One would be to make the "Manage Sets" table sortable by the column headings that are not currently sortable:
    Active
    Type
    Content Type
    Created By
    Creation Date

    33 votes
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    Under Review  ·  2 comments  ·  Other  ·  Admin →
  15. Allow network zone e-collections to be made available to inventory management groups within an institution using different proxies

    When providing access to electronic resources from the NZ, resources are made "available for" member institutions and if applicable a proxy is set, meaning the institution's default proxy. However, these institutions may themselves be providing distributed access to e-resources via network inventory groups using different proxy integration profiles (such as different colleges using a single Alma institution, with inventory management groups mapped to campuses). In this case it is not possible for the member institution to use NZ e-resources since the proxy might not work for one or another campus, or one campus in the institution might have access and…

    41 votes
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  16. Digitization Requests - remove 'next step' from process

    When managing Digitization Requests after 'Scan In', there is an obligatory 'Next Step' which has to be selected before getting the option to 'Attach documents' (and get the status from 'Digitization' to 'Document delivery'). Is it possible to remove this 'next step' from the Digitization process?

    96 votes
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  17. Allow Fulfillment Network Member (AFN) to lend resources, but not serve as a physical pick-up location for other network members' patrons

    Since some institutions have buildings with perpetual restricted access, we have some AFN fulfillment network member libraries that are willing to send their materials to another AFN member library for pick-up, but, for all functional purposes, they are closed to the public. They don't want patrons from the other AFN institutions to visit their library in person, and thus, don't want patrons from another AFN institution to select their library as a pick-up location.

    This need has been heightened during the pandemic, with more institutions closed to the public.

    We know that turning off all circ desk hold shelves will…

    96 votes
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  18. Trial : request of a Trial viewer role

    There are 3 roles about Trials : administrator, operator and participant.
    But none gives access to the Trials and all information with only option to view (and not delete neither modify datas).
    A license viewer role exists in ALMA ; we request a similar Trial viewer role.

    34 votes
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  19. Analytics - make History tab in User Records indexed & searchable

    We have been informed by Ex Libris that when a User Record is updated, either with an API or via the Alma interface, then those fields updated will not be updated with the daily SIS feed. They are considered "manual" changes and are therefore, locked. Now, in the history tab of User Records, you can see the changes made and by whom, but we have been told this information is not available in Analytics and the only way to know who has these locked fields is as we come across them. There is no way currently to systematically pull these…

    19 votes
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    2 comments  ·  Analytics  ·  Admin →
  20. Ability to remove default suppressed filter from resource locate

    When using resource locate within reading lists to link a citation to a title the default search filters out suppressed title records.

    This could be changed by adding mms_tagSuppressed to the Locate Citation By Fields table (Fulfillment Configuration > Courses > Locate Citation By Fields). Allowing it to be disabled.

    This would be useful for us as we regularly use suppressed records where the physical item is not held but a representation of a chapter or article is and the representation will not be discoverable by primo. This prevents a title with no holdings appearing.

    27 votes
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