Alma

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  1. Ship digitally

    We find the digitization workflow for Resource sharing tedious, and would like to have a shortcut directly from action menu, like for item and non-returnable.

    This would be a new action from the Lending request: Ship digitally.

    From there you should get the option to add a file, and ship it digitally to Borrowing library.

    Please see attachment for illustration.

    421 votes
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    • Ex Libris should provide the option to place a call and/or online chat with their support team

      We are disappointed with the technical support service provided by Ex Libris. We strongly believe that Ex Libris should provide customers with more effective, prompt and interactive service.

      There should be an option to call or chat online in real time with a support person who has a sound understanding of the product in question. This would be in line with all system vendors we have previously dealt with.

      We appreciate that there will be some issues that are designated as bugs or enhancements and will require more in depth investigation. However, a direct call/chat option with a properly trained…

      362 votes
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        12 comments  ·  Other  ·  Admin →
      • Document Delivery - 10 MB Attachment Limit too small

        For document delivery (scanning and delivering book chapters and journal articles) the limit is 10 MB. This equals roughly 20 pages of black and white text only on default, low res scanning setting.

        For anything in color or with detailed photos we typically cannot send, requiring us to cancel the request and deliver the scan outside of the Alma workflow.

        346 votes
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        • Allow Acq managers to force POs to close.

          There are a number of occasions where POs get stuck at 'sent' where they should be closed. Currently we have to contact Salesforce to close these which is needlessly time consuming for all parties. It would be very helpful if Alma had the option select closed as a status type that would override the sent status regardless of activation/receipt status of the order.

          83 votes
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          • Copy PO Line Prices to Item Replacement Cost

            Add a new configuration parameter to automatically copy the physical one time PO line price to the item Replacement cost. If the PO line's currency is different than the institution's default currency, the amount is exchanged and copied to the item (with no currency). The possibility (for an operator, a job or an API) to update or remove the amount in the Replacement cost should remain. Customers should be free to activate or not this configuration (true/false parameter).

            167 votes
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            • Include access information as part of the data that are published from Alma to Primo for Alma-D records

              We would like to have the possibility to include access information in the data that are published from Alma to Primo for Alma-D records (per representation).
              Use case:
              At this moment, we make the digitized content of all institutions searchable in the views of all institutions of the network.
              This is can be very useful for items that are freely available, including digitized heritage.
              However, it is inconvenient and confusing for items with restricted access, when the content can only be viewed by users of the institution.
              Yet the availability indication for these items is "Online access", because we cannot…

              97 votes
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              • Displaying request notes in the pick from shelf list

                Request notes sometimes contain important information, but are well hidden from staff. To read them, they need to print a resource request slip, export a print slip report, check (edit) every single request, or use resource request monitoring, processes that waste paper and time.

                Wouldn't it be nice to have comments displayed directly in the Pick From Shelf list? Or at least some sort of warning that yes, there is a note added to this request? And also in the Alma mobile app.

                90 votes
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                  3 comments  ·  Fulfillment  ·  Admin →
                • add security levels to norm rules

                  Because all norm rules can be edited by all staff with cataloger roles, there is great room for erroneous changes for rules that are applied to batch jobs. For example, the norm rule that is applied to records being brought in from Z39.50 targets can be edited by any staff member. A single error in the rule can break the z39.50 import process for all staff until the source of the error is identified. Likewise, if we have a rule applied to import profiles and a staff member inadvertently changes it and we load 50,000 records, that could cause huge…

                  125 votes
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                  • Make physical item sort routines stick

                    For those of us working with continuing resources:

                    When viewing a list of physical items, the sort routine defaults to Library/Location. The items do not appear in any particular order when the results are loaded. Often I change the sort routine to Description or Receiving Date to view the most recent serial items and order them chronologically for viewing.

                    It would be nice if the sort routine "sticks" so that every time I open a list of items, the sort mechanism will stay on Description (not default back to Library/Location)

                    This would be especially helpful when managing items in the…

                    54 votes
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                    • Collaborative Collections Retention Item Designators

                      Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to commit to hold specific items. Currently, there is no way to mark this in records unless in free text notes, and no system checks in place for items to prevent accidental weeding of items that libraries have committed to retain. This idea outlines system functionality to ensure that libraries can safely manage committed collections.

                      • Two new fields in Alma Items: a Committed to Retain check box and a Retention note free text field (minimum of 200 characters)

                      •…

                      58 votes
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                      • Preferred term correction should flip headings that change tag number

                        Alma authority control does not handle cases where the bib heading is linked to an authority via a cross-reference, but the preferred and non-preferred terms are in different fields, e.g. preferred term is in authority field 130 and cross-reference in authority is in 410.

                        Alma should be able to handle this scenario. Currently when the bib heading matches the authority cross-reference, Alma won't correct these and instead puts them on this report: Preferred Term Correction - Bib Heading found no authorized term.

                        Example bib heading that Alma won't correct:

                        110/2_ $$a Allied and Associated Powers (1914-1920). $$t Treaties, etc. $$g…

                        72 votes
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                        • Purchase Request Library management in User records

                          A new multi-selection field, Purchase Request Library, was added to the User Details page with the June 2018 release. If one or more libraries are defined for a user, the user may create purchase requests only for the listed libraries. If no libraries are defined, the user may create a purchase request for any library.

                          But managing Purchase Request Libraries in user records can only be done record per record; there is no possibility for batch processes.

                          Currently, there is no option:
                          - to add or remove a Purchase Request Library with the Update/Notify Users job;
                          - to add or…

                          95 votes
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                          • Preferred term correction - correct coding when flipping LCSH to LCGFT

                            When a 655 field is coded for LCSH and matches a non-preferred term in LCGFT, Alma flips the heading to the preferred LCGFT term but does not update the coding (it should change the 2nd ind to 7 and add $2 lcgft).

                            The problem is limited to cases where:

                            A bib heading 655/_0 matches a non-preferred term in an LCGFT authority

                            What happens is:

                            The PTC job flips the heading to the LCGFT preferred form, but it does not change the 2nd-indicator from 0 to 7, and does not add $2lcgft

                            What is not a problem:

                            655/_0 headings that already…

                            31 votes
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                            • Acquisitions workflow for born digital material

                              The National Library of New Zealand (NLNZ) is ordering and receiving an increasing amount of born digital material, particularly through Legal Deposit. These publications are collected as individual monograph publications and serial issues, not as part of an aggregation or domain/website harvesting, for the purposes of long term access and preservation in our Heritage Collections. They are publications in their own right, not digitised version of print holdings. Alma’s Acquisitions workflows do not currently have any options to allow for steps that are specific to receiving born digital material.

                              Our current workflow involves the creation of Vendor records and POLs…

                              55 votes
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                              • Keep suppressed records without items that have received more than one purchase request

                                We have detected this case that we consider is an incorrect behavior of Alma.

                                When a purchase request is generated, a non-visible bibliographic record is created. The problem is that if a second purchase request for the same document is generated, Alma automatically makes the bibliographic record visible, even though we still do not have copies of it. Therefore this record appears visible in Polibuscador but without funds.

                                We request that the bibliographic record should only be visible when the issue or copies are available to the user, meanwhile, even if more than one purchase request has been made, it…

                                31 votes
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                                • Improving usability of the inventory section for citations

                                  Currently, it’s impossible to tell how ‘Digital’ and ‘Other’ inventory may be configured in the Inventory section of a citation. The green indicator shows the inventory exists but not whether it has been used for the citation.

                                  Digital example:
                                  You can’t see whether a digital representation has been selected via the ‘Manage Digital Representations’ option or whether a representation is Active or Inactive. The green indicator stays green even if the representation is Inactive or if it hasn’t been selected via Manage Digital Representations.

                                  Other example:
                                  You can’t see whether the Link Resolver has been disabled via Edit > Citation…

                                  30 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • Don't dublicate identifiers in the KBART and the TXT schema

                                    In cases where a record in Alma has only either 022a or 776x Alma puts the only ISSN in both print_identifer and online_identifier.

                                    Reading a file that has the same ISSN in both print_identifier and online_identifier makes it hard to know if that ISSN is a print identifier or an online identifier.

                                    40 votes
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                                    • Fulfillment overdue popup/font color when item is returned.

                                      It would be nice to have an overdue alert for our fulfillment staff when they check in an item that is overdue. The alert could be either a pop-up or a change in font color such as red when overdues are checked in. Sometimes reserve materials are brought to the desk a few hours late and could be caught while the patron is still standing there. If could be configurable for libraries, that may not want this function.

                                      19 votes
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                                        2 comments  ·  Fulfillment  ·  Admin →
                                      • Collaborative Collections - Index 583 more fully

                                        Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to update records with an appropriate Action Note (583 field) to note these commitments. Currently, only $a of the action note is indexed. All fields of the 583 (when present in bibs or holdings) should be indexed, or at a minimum $c, $d, $f and $5.

                                        27 votes
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                                        • Lists of Name Authorities similar Subject Authorities

                                          Lists of Name Authorities similar Subject Authorities
                                          When cataloging a bibliographic record, Alma allows selecting different lists of Subject Authorities (LC, UC or UANDES, etc.). In the case of the Name Authorities, it currently only allows the use of a list of Name Authorities. We propose that the authorities of name are handled in the same way as the Matter Authorities.

                                          // Al momento de catalogar un registro bibliográfico, Alma
                                          permite seleccionar distintos listados de Autoridades de Materia (LC, UC o UANDES, etc.). En el caso de las Autoridades de Nombre, actualmente sólo permite usar un listado de Autoridades de…

                                          24 votes
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