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1835 results found

  1. Add "General Notes" at the collection, service, and portfolio levels to Analytics

    Please add the following note fields to Analytics:

    Electronic Collection:
    - General notes (multiple entries)
    Electronic Service:
    - General notes (multiple entries)
    Electronic Portfolio:
    - General notes (multiple entries)

    Why is this necessary?
    You can search for many fields in Alma itself, but not all of note fields can be exported from Alma. But this is particularly important for note fields!

    Thank you very much in advance!

    Note: this is a follow-up idea to:
    Add "General Notes" at the collection, service, and portfolio levels as indexable/searchable fields
    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/46387843-add-general-notes-at-the-collection-service-an

    76 votes
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    0 comments  ·  Analytics  ·  Admin →
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  2. Search possibilities as "Received X weeks ago" or "Available X weeks ago"

    Libraries sometimes wish to build logical sets from constantly changing data. For example, a logical set of items received in the last 30 days or a logical set of ebook portfolios activated in the last 15 days. The "Receiving date" (Physical items) and "Activation Date" (Electronic portfolios) search indexes only accept a specific date (selectable from a calendar) and only allow the operators "Equals", "Not Equals", "Before", "After", "Is Empty", and "Is Not Empty". It is therefore not possible to build 100% logical sets based on items received in the last 3 weeks and associate them with a collection for…

    113 votes
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  3. Show folder and column details in filters in alma analytics where multiple columns have identical names.

    When creating a repost in Alma there are certain subject areas (e.g Physical Items) where a column name is identical across multiple folders.
    For example:
    Material Type (Physical Item Details)
    Material Type (Bibliographic Details)
    Material Type (PO Line)

    when viewed in "Create" view in Alma you can see the folder headings above the column headings and there identify which is which.
    However when used as filters, only the column heading is displayed - therefore it is impossible to identify which is which without clicking into each filter and looking for Column Formula to see which folder it comes from.

    Snip…

    89 votes
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    4 comments  ·  Analytics  ·  Admin →
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  4. Add "Delete or replace URL's SUFFIX" to Job "Change Electronic portfolio information"

    Sometimes it is necassary to change or delete the URL in portfolio information for a set of portfolios. It is possible to delete or replace URL's prefix in Electronic Portfolio information, but it is not yet possible to delete or repclace url's suffix .
    For us it would be very useful to have both opportunities.

    99 votes
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  5. Implement the Counter Registry API

    Tasha from COUNTER asked (during ER&L 2024) if anyone had spoken with ExL about implementing the registry API. In the registry, there's SUSHI details, contact details, and notifications. Harvesting from COUNTER registry would reduce complications and would alert librarians to any problems.

    Tamar, Tasha, Beda, and I discussed this in person at ER&L 2024. :)

    69 votes
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  6. More options to limit access to private patron information for student employees

    Some libraries hire students as part-time staff at the circulation desks or helpdesks. Per the institution or library policies, for privacy reasons, student employees may not be allowed to search for Alma users or to view the contact details of staff members or other student users.

    Currently, access to contact details and searching for users are by default possible to any Alma user with Fulfillment roles. Disabling the ALLOW-USERS-SEARCH privilege can prevent access to users list in Manage Patron Services and auto-complete search in same page, but it does not affect the persistent search for users or access to Admin…

    80 votes
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  7. MDE Search Resources mask should be empty

    When opening the Search Resources mask in MDE, the previous search is still in the data mask. For us there is no benefit for this behavior and we would like to have an empty mask and not to clear the mask every time before starting a new search.
    (If other libraries need this opportunity, we would suggest to make the default settings for this mask customizable)

    58 votes
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  8. Allow Alma users to choose the match routine when using the ‘Link to Community’ tool to link portfolios to a community zone collection.

    The ‘Link to Community’ match routine for matching local portfolios to the CZ is too restrictive. We would like to be able to use our local bibliographic records and have them link to portfolios in the CZ, however, the match rate is dependent on what metadata is available in the CZ records, which are often brief and do not contain the ISSN/ISBN match point that Ex Libris has selected for that collection in the CZ.
    Alma users should be able to choose the match routine when using the ‘Link to Community’ tool, similar to how we can choose the match…

    60 votes
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  9. Open / Closed Stacks Request Possibilities Priority

    Currently, when a library owns a title in several copies, and that some of these copies are dispatched between physical locations attached to both closed and open stacks fulfillment unit, all copies behave like open stacks.

    In other terms: if we have two items, one in open-stacks and one in closed-stacks, title-level requesting is blocked as long as the open-stacks item is available. Hence, open stacks configuration takes precedence over the closed one.

    We would like that whenever an available item is stored in a closed stacks location alongside other open stacks available items, users still can request the item…

    41 votes
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  10. Enable us to display items in an "Unavailable" location type as Unavailable in Primo

    We need the ability to show items that are assigned to a location with Type = UNAVAILBLE to show as unavailable in Primo

    The primary use cases that prompt this idea are:
    1. A library is closed for renovation and the items are inaccessible to staff and patrons, but the items must still be discoverable so that patrons can be directed to Resource Sharing in Primo.
    2. Portions of a collection are temporarily inaccessible to staff and patrons, and the items are assigned to a temp location, but must still be discoverable so that patrons can be redirected to Resource…

    14 votes
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  11. Default options for tasks should be configurable by the library

    I have a support case open (Case 06893601) that requests the ability to change the default option for “In-House Use”. This support case and others like it could be addressed by allowing the library to configure whether an action is the default.
    A search of the Idea Exchange for "change default" results in a lengthy list from all areas, the cumulative effect of which clearly illustrates the need for this change.

    A few examples:
    Reading Room Final Check-in
    Warning message to confirm Check-In for Shipped Items
    Release remaining encumbrance
    Metadata Editor Templates to suppress from discovery and Don't publish to…

    30 votes
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    3 comments  ·  Other  ·  Admin →
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  12. Move requests and temporary locations - option to flag for processing, etc.

    At present the item move requests sometimes work too seamlessly. Especially for items that are onloan when the request are made (or the item is restored to its permanent location). This is an issue when the items need manual intervention, e.g. relabelling. Items go through the process without being flagged unless another process is used, e.g. a work order or fulfillment note.

    It should be possible to flag items for manual intervention when they arrive at their new or original location. A message on the lines of 'Move Request: check labels etc.,' in the manner of a fulfillment note.

    50 votes
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  13. Clicking on the 'tick' alert takes directly to the notification

    Clicking on the 'tick' on the Alert column on a reading list (in the Reading List Task List) would take you directly to the list of citations filtered to 'Any Alerts', or would open the 'Notes' tab if the notification is for a Library Discussion Note at list level.

    47 votes
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    0 comments  ·  Other  ·  Admin →
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  14. Allow edits to POL Bib Descriptions on Cancelled POLs

    We want to be able to edit the POL Bib Description fields on cancelled POLs without having to reopen the POL. Reopening a cancelled order on a closed ledger causes complications, especially if the fund doesn't exist in the current ledger. It would be better for your users if we could just edit this tab without impacting the POL status. Thank you!

    41 votes
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  15. Tasks menu – customising display options.

    UNSW Library are proposing that libraries can determine the options in the Alma Tasks menu “Citations” and “Reading Lists” display.

    In Alma the Tasks menu displays as a widget or clipboard icon. (See screenshot)

    The Tasks menu is an important feature for monitoring Citation/Reading List statuses. Over the years we have created local statuses and would like to build these into the display. As well as remove those statuses we do not need to monitor.

    The benefit of this customisation allowing a library to configure these displays improves processing workflow.

    23 votes
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    0 comments  ·  Other  ·  Admin →
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  16. On Hold Shelf letter should display pick-up library rather than owning library

    Currently, if a student places a request on a book from a different library to be picked up at their "home" library, the On Hold Shelf letter comes from the owning library with the owning library's branding, not from the pick-up location, which is what they are expecting. This is confusing to students because they are not expecting an email from a different library and often ignore it.
    The On Hold Shelf letter email should have the pick-up library information/branding, not the owning library's information/branding.

    71 votes
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  17. Display collection "Public Name" instead of "Public name (override)" in Import Profile Details

    We repeat the use of "Public name (override)" to aggregate several local collections under the same heading in our discovery layer. In the example I am dealing with, we use "Project Muse eBooks", but have separate collections for each year of titles. The import profile that we use to load these titles displays the override name, which means that I am unable to tell which collection we are loading into without editing the profile and selecting a collection anew.

    I would love it if we could use the "Public Name" of the collection in Inventory Information tab of the import…

    27 votes
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  18. Establishment of stronger passwords for the creation of internal ALMA/Primo users

    As an universities consortium from Galicia, CISUG, we are representing three member universities. Our univesrities have a security problem in the management the keys for internal users in Alma.

    Alma's internal authentication system allows the user can create complex passwords, but this should be a requirement, not the user's responsibility as to whether they are secure or not.

    Our request is that:

    1.  ALMA enforce passwords to be at least 8 characters long, and allow the system administrator to increase that minimum. 
      
    2.  ALMA allows to force mixed case, numbers, and special characters to créate paswords. 
      
    3.  Alma checks that the password is
    53 votes
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    0 comments  ·  Other  ·  Admin →
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  19. Resource Sharing API should consider coverage of local inventory

    The API for resource sharing is currently not considering coverage when checking for local inventory, which means that all resource sharing requests for an owned title will be rejected by the API unless the override parameter is set to true. Resource sharing requests for articles not available due to embargos or limited coverage will thus be rejected by the API. Using the override parameter on the other hand, resource sharing requests for available material will be accepted. This is less than ideal.

    The API for resource sharing requests should consider coverage for local inventory, and only reject requests that are…

    20 votes
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  20. Alma overlap analysis tool to include different identifiers in one comparison

    We would find it useful if the overlap analysis tool compare a list that includes different identifiers. i.e. ISSN, EISSN, ISBN, EISBN, TITLE in one comparison.
    Currently it only allows you to compare overlap within just one identifier. This is very important with collections from vendors that include different kinds of material.
    Being able to conduct this kind of overlap analysis is important for us in terms of making purchasing decisions and we feel that including this kind of feature in the overlap analysis tool would make this a more efficient process within Alma.

    210 votes
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