Alma

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  1. Create a Set of Inventory from a Title Set

    It would be very useful to be able to take a set of titles, and convert it into a set of inventory attached to those titles. Specifically, I would like to create a Portfolio set from a set of Electronic Titles. I have regular need to move groups of portfolios from one local e-collection to another. I have only a list of ISBNs to start with, which I use to create an itemized Electronic Titles set. However, moving portfolios requires a Portfolio set, which can only be created with Portfolio IDs. It is very cumbersome to arrive at the appropriate…

    41 votes
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  2. New role for Manage Import Profiles

    Currently users must have a Cat Admin role or Gen Sys Admin role to be able to Manage Import Profiles (change/add profiles). This also gives them access to the Configuration area of Alma. There should be a role to permit users to Manage Import Profiles that does NOT also give them access to the Alma configuration area. Access to the Alma configuration menu should be separate from the ability to Manage Import Profiles.

    143 votes
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  3. Put the FRBR Dedup Test Utility where cataloguers can use it

    The FRBR Dedup Test utility is currently hidden in Discovery configuration (Primo VE). The team members who need to use this functionality are cataloguers so they can see what edits might be needed to troubleshoot issues preventing or causing unexpected FRBR/deduplication.

    Adding it to the Resources menu in Alma is an option, another might be for cataloguers to be able to trigger it when comparing records in the metadata editor.

    17 votes
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  4. Option to export Alma search results and sets as CSV

    Right now Alma search results and sets can only be exported in XLSX-format. For performance (and other) reasons it would be good to have the option to export in CSV format.

    (Publishing this as an enhancement request was suggested by Ex Libris in public Salesforce case #00825531)

    29 votes
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  5. Allow overlap analysis tool to include print as well as e

    We would find it useful if the overlap analysis tool could also compare against print holdings, as well as electronic. Currently it only allows you to compare overlap within electronic titles, however the functionality of the tool is useful in that you can upload a file containing a list of identifiers, set up the overlap and leave it to run.

    The only way to conduct print and e overlap analysis in Alma at the moment is to use the Title level overlap analysis dashboard in Analytics, which includes various overlap reports and includes both print and electronic. However, we have…

    29 votes
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  6. "Display in Discovery" from any screen in Alma

    Make the Display in Discovery action available in any screen/view of a record in Alma, not just in a repository search or in portfolio lists. There is often the need to see how a resource displays in Primo when working in an item, orders, and other areas of records.

    9 votes
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  7. Authority linking issue with bibliographic field 240

    We'd request that when Alma links up bib field 240 with a uniform title entered in authority record, it should take into account of bibliographic contents in field 240 PLUS field 100 ALTOGETHER, and link these combined contents with uniform titles entered in authority records.

    Currently, it links up the uniform title in field 240 only with authority record. So, those generic uniform titles e.g. Works, Poetry, etc. will be ambiguous, and do not have proper linking with their authority records established with author's name.

    Details, please refer to Salesforce case # 823121

    16 votes
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  8. Ability to find bib records with attached PO lines but no inventory

    Problem:
    It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.

    Use Case:
    The ability to find bibs with only PO lines attached is necessary in order to keep the database…

    115 votes
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  9. Untraced references showing as valid subject headings

    Authority records with 008/09 of "b" shouldn't be showing as authorized headings. These are untraced references not authorized headings. (I found this on the record with LCCN sh 85038380)

    Form https://www.loc.gov/marc/authority/ad008.html :
    b - Untraced reference
    100-15X field contains an unestablished heading that is not authorized for use as the element in an access point in a bibliographic record. The heading is not traced as a 4XX See From Tracing field in any other authority record. The reference record contains a Complex See Reference (260) or a General Explanatory Reference (666) field to guide the user to established heading(s).

    1 vote
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  10. Network Zone Advanced search should allow a search for "Held By"

    The ability to quickly run a repository search for an institution or institutions holdings as well as when "Held by" is Null in the Network Zone would be extremely useful for weeding and Network Zone Clean-up.

    Currently, the NZ does not have the ability to search using "Held by". To gather information for specific Institutions or when "Held by" is null requires an analytics report or exporting sets, which are limited to approximately 100K results.

    Creating a search index for "Held by" for Network Zone advanced searches would be a great improvement to the functionality of working with a Network…

    6 votes
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  11. The ability to choose a set as a "favorite"

    We have 7 pages of sets, but there are two I frequently need to view so I can work with the members of the set. It would be great if there was a way for me to mark them as a favorite so I don't have to keep scrolling through looking for them each time.

    4 votes
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  12. Display the date a work order is created

    When a work order is created to put an item in process internally ("Technical Services (CAMS)" or "Show to supervisor" or "Preservation") it would be helpful to have Alma display the date this status change happened.

    It could be in the "item history", and/or the "In process" display, and /or in the "list of items." Currently, the receipt date is the last date displayed in these locations, which does not help with locating an in-process item.

    89 votes
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  13. Allow "not" in subject authorities searches

    It would be helpful to be able to include NOT in subject authority searches. This would be particularly helpful when eliminating terms containing certain subdivisions.

    For example, I searched the keywords "children" and "religious" and I know that I don't want anything with the subdivisions "religious life" or "religious aspects", so being able to add NOT "life" or "aspects" would narrow my results down to something more manageable than the 150ish that I got.

    1 vote
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  14. Allow Libraries to Set Default Action for Deleting Bib Records

    Currently, the default action for handling a bib record when deleting the associated item/portfolio is set to "Do Nothing." In our library, we almost universally choose to delete the bib record, which means it takes two extra clicks to perform each delete operation. Could this setting be made configurable so that a library could choose which operation to set as the default, without losing the choice of other options in the dropdown? Two extra clicks per record adds up to a lot of time when deleting large numbers of records!

    3 votes
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  15. batch deletion marc fields

    After I define a set based on invalid URLs I would like to delete only those invalid URLs from their bib records. There is a job to delete all vendor 856 fields but many records have both valid for me and invalid for me 856 fields. For example if I define a set using find in electronic location note Stanford I have to manually go through each record to delete the Stanford links because I am not Stanford. If I could export the URLs, view them, and then automatically have Alma remove them from their respective bib records it would…

    1 vote
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  16. Add the NOT Boolean operator to the Advanced Search in Alma

    Advanced Search in Alma contains currently only AND and OR Boolean operators - it would be very useful to have the NOT operator included, so that we can exclude particular records from Logical Sets, rather than creating 2 Logical sets and then combining them with NOT, resulting always in an Itemized set.

    7 votes
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  17. Make approved Purchase requests searchable in Primo

    By default, Purchase Requests are suppressed from search and discovery in Primo, whatever their status (In review, Approved, Rejected).
    We would like the library to have the possibility to automatically unsuppress Purchase Requests and to make them searchable once they have been Approved.

    5 votes
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  18. Stop the dot from jumping

    Put some kind of lock/unlock button on the little dot that controls the screen size for alerts in the MD Editor, to stop it from "jumping up" and resizing the screen, when trying to edit in the bib records and the holdings records. It is very annoying and takes far to much time trying to control the size of the screen, instead of doing the work that needs to get done.

    1 vote
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  19. Publication Year facet values

    When you do title searches in Alma, you can narrow the results with the Publication Year facet. But the date range values Alma returns for that facet are arbitrary looking, unpredictable, and bear no obvious relationship to the result set. And if you then select any of the returned multi-year values, Alma will break it down into more granular--but still arbitrary--ranges.

    I suggest that Alma return initial values grouped by decade (e.g., 1910-1919, 1920-1929) and then expand those into individual years (e.g., 1910, 1911, 1912...). This is also basically arbitrary, but at least it would be familiar and consistent across…

    1 vote
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  20. Automatic archiving of sets

    In Alma, please automatically archive sets that have not been used or modified after a period of time.

    For example, sets that have not been touched in 14 days could be archived (hidden from view) but still accessible later if needed.

    This would have no effect on the items or resources inside the sets.

    Thank you.

    3 votes
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