Alma

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  1. Serials: Editing of Description Needed

    When opening predicted items, the Description-Field is populated by the data provided in “Next Predicted Item´s information” and displays these data in a certain punctuation-logic. Unfortunately, this logic is not equal to the description- (and punctuation-) logic used in German speaking countries (which is following ZETA-Standard) – and there is no possibility to edit this. Since there has to be a correct description (for sorting etc.), the only way is to open and edit every single item once it is created by prediction pattern. This is causing a lot of unnecessary work to be done manually - we need the…

    249 votes
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  2. Improve Job "Change Physical items information" parameter "Item call number"

    Our "Item call number" are made up of two parts, one alphabetical and the other numerical. We need to be able to modify the alphabetic part in a group of items, and keep the numerical part exactly the same.

    101 votes
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  3. Allow user to ‘Withdraw’ and ‘Open Predicted Items’ from the ‘Received Items Screen’.

    Currently, ‘Withdraw’ and ‘Open Predicted Items’ functions cannot be performed from the ‘Received Items List’, during normal receiving operations.

    https://drive.google.com/file/d/1qdNSY1xkPr71R7XJzPp8QtQJEa_h-00i/view?usp=sharing

    Instead, a user must back out of the receiving windows, perform a title search, and access these features through the ‘List of Items’ window.

    https://drive.google.com/file/d/17yB9XwMI6MYAmnHq95mna6cOUMpXzlbq/view?usp=sharing

    This drastically decreases efficiency in performing routine tasks in Prediction, Receiving, and Weeding.

    What should be changed: As Serials Processors, we would like to see the ‘Withdraw’ and ‘Open Predicted Items’ functions added to the ‘Received Items List’ window, so that all serials management tasks can be done from one screen. This would eliminate the…

    322 votes
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  4. Hold shelf request slip letter - new regex code table to create pickup number based on internal identifier for Resource sharing requests?

    In 2018, a new letter for hold shelf items was introduced thanks to this idea exchange (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32042020-new-letter-for-hold-shelf-slips) It has been very helpful in managing physical item requests, since the letter is customizable.

    We see that improving this letter to also include pickup numbers for resource sharing requests/physical non-returnable. Since these requests do not get a Request ID which then becomes the Additional ID - but rather an Internal ID – the letter could be improved to include a portion of the Internal ID as the pickup number.

    For instance, a RS request has the internal ID 4177325980002286. Following…

    118 votes
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  5. Reset PO and POL number every year

    Dear colleagues,
    Currently, the POs and POLs numbers are generated automatically and the turn of the calendar year has no effect on it.

    We would find very convenient that, at the start of each year, the sequence starts again.
    The first PO of 2023 of would be PO-2023-1, same with the POLs POL-2023-1.
    The numbers would gain in clarity.

    Thank your for considering this.

    Kind regards,
    Maxime

    164 votes
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  6. Include available NZ e-inventory within IZ Alma/Primo VE browse indexes

    For consortia with Network Zones, the centralized management of electronic resources is an integral function of the NZ. However, the Alma Browse Bibliographic Headings functionality used for the Primo VE Browse Search indexes omits e-resources available to an institution via the NZ.

    Within the Metadata Editor, staff can select either 'Institution' or 'Network' when using the Browse Bibliographic Headings function. Selecting 'Institution' includes records from the IZ level, which omits anything where electronic access has been distributed to that institution from the NZ. Selecting 'Network' includes all records from the NZ level, regardless of the institution's physical holdings or electronic…

    97 votes
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    0 comments  ·  Other  ·  Admin →

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  7. Possibility to open a record in MDE with MMS ID in URL (Deep Link)

    At the moment it is not possible to create a link from an external system or a document which opens the MDE for a given MMS ID.

    We would like to speed up the workflows of our cataloguers by having a possibility to generate links to Alma for a list of MMS IDs.

    e.g. https://{alma domain}/mde/?mms={mms id}

    This could then used by external tools to generate a "show" or "edit" link for our cataloguers.

    It would also be possible to generate such links in an Excel document with MMS IDs by using a formula to generate such links, which would…

    69 votes
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  8. Add "Description" to the "Change Physical Items" job so that this field can be edited in batch across sets of item records

    We would like to be able to edit (and delete) the "Description" field across large numbers of records without having to do it manually for each one. The "Rebuild Physical item description" job does not help here, since the content of the field is not necessarily based on Enumeration and Chronology data.
    Several fields have been added since we started with Alma (e.g. Alternative Call Number, Temporary Call Number, Inventory Number, etc.). Therefore, we hope that this field will also be available for this job in the near future. Thank you in advance!

    93 votes
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  9. Searching/Connecting Barcodes from other Institutions (Consortium)

    In a Consortium, it is currently not possible to look up an item from another institution zone with its barcode in Alma. It's also not possible to connect the fee to an item from another institution zone, based on this same architecture issue.
    We would like to have the possibility to search for items from other institutions to, among other things, place request on them on behalf of a patron directly in Alma - therefore this Idea goes along with https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/17887696-initiate-consortium-fulfillment-requests-for-items
    Thank you!

    136 votes
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  10. Work orders: unnecessary message "cancel requests" when moving an item with work order

    When moving an item that has a work order from a location to another, the cataloguer receives a message "The item is in work order, moving the item will cancel the requests if the item is not requestable in the new location". Most of these messages are not pertinent, and we ask for the possibility to adjust it, so that it only appears when really necessary. It confuses cautious employees who are afraid of unintentionally deleting markers, or it is hardly noticed because too often wrong.

    79 votes
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  11. merge vendor records

    Most libraries have multiple records for the same vendor. This is often the result of migrated records from a previous system, but can also occur because of changes in library workflows or even the acquisition of one company by another.

    Currently, the only option is to choose one vendor record going forward and stop using the other vendor records. However, this creates extra work for libraries, such as changing the vendor on purchase order lines and including multiple vendors when running reports on historical expenditures. The ability to merge vendor records would solve these difficulties.

    43 votes
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  12. Overdue notifications to be sent also on days after closed days

    We noticed that if closed days are configured, and a closed day is between the due date of a loan and the planned day on which the first reminder should be sent, the job does not generate a notification on that day but waits until the next one.
    This leads to misunderstanding on the patrons side, because the grace period is not always identical and can vary depending on possible closed days.
    We described the issue in case nr. 05301818 (old SF nr.: 00953477) and were told that this is the expected behaviour. The Product manager decided that when there's…

    54 votes
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  13. Add a field for Library URL to the Library details that can be used in Letters.

    Hello,

    Most of libraries have a separate website with all relevant information for patrons. In Patron facing letters in Alma it would be useful to have a link to this library website.

    Currently, there is no dedicated field in library details configuration where such link could be stored and then passed to the letters.

    Please add a dedicated field for library website in library details configuration and feed this field to the Alma Letters.

    Best regards,
    Dominik

    89 votes
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  14. Improve the e-book purchase request workflow

    The purchase request workflow needs to be improved for acqusition of electronic resources.
    Currently, you can either approve or reject a purchase request. An approval automatically creates a POL and a standalone portfolio based in the Purchase Request BIB record. Both outcomes are unfortunate when working with e-books. An e-book will usually be ordered on the vendor site (e.g., the ProQuest portal) rather than through an Alma POL. It should be possible to select whether a POL is created. More importantly, we'd like the option, upon approval, to select and activeate a title from among CZ collections instead of having…

    165 votes
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  15. ORCID

    More and more government agencies require researchers/scientists to have ORCID iD when they apply for government sponsored research. But ORCID iD is for real world object. Please use $1 real world object for ORCID iD for Alma search indexes for MARC21 100, 600, 700 fields. The current Alma search indexes incorrectly support $0 for ORCID iD in MARC21 100, 600, and 700. This error needs to be corrected.

    42 votes
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    1 comment  ·  Linked Data  ·  Admin →

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  16. Enable Alma collections items linked to logical sets to be updated as the set changes

    Currently it seems that Alma Collections can only be updated by manually adding individual items or adding items from sets. If the set is a logical set, as new items that fulfill the set search criteria are added, could they also automatically update the Alma Collection. This would save having to manually maintain Alma Collections to some degree.

    32 votes
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  17. Add User Statistical Categories as a Parameter in Fulfillment Units Rules

    We would like the ability to add user statistical categories as input parameters when configuring Fulfillment Units. This will allow us to apply additional terms of use (TOUs) to certain subsets of User Groups.

    Right now, we are able to configure Fulfillment Unit rules based on User Groups (i.e. Student, Staff, Community Member, etc.). However, there are certain subsets of users within these groups (for example, a student that is part of a scholarship program, learning community, or major) that we would like to apply different TOUs to. We can identify these users with Statistical Categories and if we could…

    27 votes
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  18. Display both active (payable) AND accruing fines/fees at the main page and at the fines/fees tab of a user’s account

    The current main page and the fines/fees tab of a user’s account do not show the balance of the accruing fines to the circulation desk operators. The fines/fees tab doesn’t include the information of the loans that have accruing fines on them, and this confuses both circulation desk operators and clients. Circulation desk operators should be able to see this information easily and they should be able to give exact information to the library patrons about their fines/fees. Now this information is on several lists of loans and returns and the operator cannot see the accruing balance anywhere. (see Figure…

    170 votes
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  19. Overriding and/or deleting a continuous POL at the item level

    As a cataloger at a large research library, we frequently receive gap-fill purchases of periodical issues from third-party vendors or as gifts from donors—including for subscriptions that are still open.

    We know that we can associate a POL at the holding level, but this is undesirable for these situations where we need to trace the POL/method-of-acquisition to an individual item. Also, if you change a continuous POL at the item level, Alma changes the POL for every item attached to that same holding.

    Often we have many items purchased with different (or no) POLs—subscription, firm order, gift—together on one holding,…

    204 votes
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  20. Pop-up note when patron has something on the hold shelf

    When scanning the patron's barcode or searching for a patron in Manage Patron Services, can a pop-up notification be configured to alert staff that there are items held for the patron on the hold shelf?

    Currently, you have to look at the User Notes section on the right hand corner of the screen and it's gray text that does not draw attention. You can also look in the request tab if it is dog-eared but it will display all requests statuses; not just when an item is on shelf ready for pick up.

    Since patrons don't always check their email…

    157 votes
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