Alma

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  1. comment/note field for configurations

    A comment or note field for configurations would be incredibly helpful in general, but the current pandemic has highlighted the need for a way to easily track the reasons behind changes. This would keep the notes in the places where they'd be seen by the people working on the configurations, rather than us having to track things in a separate place.

    All of the fulfillment configuration menu would benefit from this ability when short-term or emergency changes are being made. But it would also be good in places like: Letters; DARA recommendations; and all Other Settings areas. These are places…

    312 votes
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    13 comments  ·  Other  ·  Admin →
  2. Swedish Characters (Case nr 00794172 Swedish Film Institute)

    Apparently, since Alma and Primo are indexed differently, if you have chosen Scandinavian characters during implementation, Alma cannot handle searches on, for example, French accents. Works in Primo, but not Alma.
    Obviously, for us Scandinavian customers this is problematic. There is a risk that both staff and patrons end up with faulty search results.
    Andrew Christison, Customer Success Manager, promised to look into this on our behalf but also suggested we make an Idea Exchange for this issue.

    293 votes
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    under review  ·  2 comments  ·  Other  ·  Admin →
  3. Add ability to prevent CDI content from appearing in Primo, by Alma Electronic Collection

    With CDI we have no control over preventing CDI content from appearing in our Primo filtered search, when we have full text holdings which matches to this content.
    In many cases this may be a good thing, in not needing to worry over making sure full text content is searchable.
    However, it is clear that there are collections in CDI with very poor data, which causes linking to fail, and also has content which we do not want at all such as Journals and Books, as we manage the title level by our Alma records.
    For example, CRL Catalog has…

    124 votes
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    4 comments  ·  Other  ·  Admin →
  4. 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.

    125 votes
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  5. Specify time period for SUSHI harvests

    When you manually request a particular SUSHI account/report to be harvested by Alma, by default Alma requests any data which it hasn't already loaded for that account from the last 12 months. If there are multiple months in sequence missing, Alma requests the data for these months together as a single SUSHI request.

    This is an inflexible system.
    Instead, at the point where a user requests a harvest, Alma should ask the user to specify the time period they would like to request.

    This would have several advantages:


    • We would be able to use SUSHI to harvest usage data from…
    164 votes
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  6. 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…

    81 votes
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  7. New Metadata editor- add holding from the Add inventory menu

    Hello to eveybody,
    yesterday watching the webinar "The Alma New Metadata Editor - Webinar Sept. 08, 2020" we found out the in the add inventory there isn't the possibility to add an holding.
    This is not useful for libraries that don't do the order in Alma, but simply add an holding after cataloguing a book.
    The possibility of adding an holding from the menu View inventory should be present.
    The Add inventory should have the default holding template included in the menu.
    If the operator wants a specific template it is clear that the operator must choose the right holding…

    113 votes
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  8. May release : deletion of empty holdings.

    Dear all
    the May release introduced a change concerning the deletion of empty holdings:

    The 'Delete Holdings' link in the 'List of Holdings' page, which was formerly visible to users with the 'Physical Inventory Operator' role, is now visible only to users who have the 'Physical Inventory Operator Extended' role.

    This change is a problem because not all the operators can have the physical Inventory Operator Extended role: this role allows operators to delete copies and it is quite dangerous.
    It would be better for us that operators with the physical inventory role keep the permission to move copies from…

    169 votes
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  9. Increase the visibility of digitization requests in case of multiple requests

    When there is more than one digitization request on a same item (same or different requesters), only the first request is displayed in the Task List. When this request is completed, the second request is not listed in the Task List or in the “In Process Items” page, except when the barcode is scanned again.

    We think that “In process Item” page should not be empty once the first request is completed. Or least, there should be an alert informing the operator that there is another request on the same item just ready to be fulfilled...

    116 votes
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  10. Delete interested users job - independent of Interested In Letter

    Ex Libris says the Delete interested users job "Runs weekly to delete interested users that are linked to closed or canceled PO lines. The job checks that an interestedin letter was sent to the interested users before removing it from the PO Line. Interested users will not be removed from a closed or canceled PO line if a letter was not sent to them."

    Due to privacy regulations, we would like the job to run regardless of a letter being sent or not. The closed or cancelled PO line should be sufficient to run the job.

    We do not use…

    59 votes
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  11. 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 : …

    134 votes
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  12. Please add more fields to the 'Receiving Items List'

    Acquisitions --> Receive --> Continuous (orders) --> Manage Items

    We would be happy to have additional fields in the 'Received Items List':
    - Internal note 1
    - Internal note 2
    - Internal note 3
    - Public note

    Our colleagues in the Serials Department use Item Notes to document vendor responses (of reminded issues) or for notes that only concern individual issues. Having these information already displayed in the list without additional clicks would make their daily work much easier.
    Since display in the "Manage Items" list is configurable, each customer can decide for herself/himself which fields she/he would like to…

    47 votes
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  13. 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…

    176 votes
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  14. Add option to configure Process Types for Physical Items

    Alma Process Types and the associated Base status of 'Item not in place' are hardcoded, as are the automated workflows within Alma and the flow-through to Primo for the availability to be set to 'Not Available'.
    This is extremely limiting and there are scenarios when a Library might want their physical resources to still be discoverable in Primo ie not suppressed, but also be marked as Unavailable, such as if there were a temporary mould outbreak. This ensures that users are aware that we hold resources already, so they don't waste time submitting purchase requests or thinking that we have…

    64 votes
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  15. Rename Review and Approve functions in Acquisitons menu of new Alma Layout

    The Acquisitions Menu has some items with exactly the same name in the different sub-menus. When these show as Quick Links, it is impossible to tell which general function it will work with,

    Please rename Review and Approve to
    Review POL (or Purchase Order Line)
    Review PO (or Purchase Order)
    Review Invoice
    Approve PO (or Purchase Order)
    Approve Invoice

    37 votes
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  16. Improved functionality for Authority contribution (Copy to community)

    This copy option was introduced in the November 2019 release: Authority Contribution – Copy Option:

    For institutions that are authorized to contribute authority records to the Community Zone, there is a new Record View page action (Copy to Community) that enables you to easily copy an authority record to the MD Editor, edit and save it, and contribute the saved record to the Community Zone and an external authority system such as GND, BARE, or NLI. The Copy to Community action appears when you select a title to view from your Authorities search results on the Community tab. See Copy…

    49 votes
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  17. 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.

    402 votes
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    18 comments  ·  Other  ·  Admin →
  18. 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.

    89 votes
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  19. Always add newly implemented fields to API and Analytics

    We have repeatedly run into issues with the following: Things implemented in the Alma UI are not automatically available via API and/or Analytics.

    Recent examples include:
    * June 2020 "Can't edit restricted users" - Ex Libris offered to add this to the API, but not to Analytics
    * CDI Search activation status - as of now it is not clear whether we will have access to this via API

    To be honest: I am not willing to open an idea or NERS every time Ex Libris thinks it's nice to have something in the Alma UI, but do not care…

    46 votes
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    1 comment  ·  Other  ·  Admin →
  20. 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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