Alma

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  1. Limit use of material types by specific library

    The list of material types used across our consortium is very long. Even though we have turned off those that we don't use, we still have a list of about 65. For most of our libraries, this is overkill, as locations like our Chemistry library only use 4 or 5 at most. Catalogers have to use the full list, which increases the chance of confusion or clicking on the wrong thing for even straightforward cataloging. I want to be able to restrict the material types that can be used at any particular library. This was a feature of another ILS…

    72 votes
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  2. In Process Items_Move items in batches to the next work order

    In the page of “Manage In Process Items”, we would propose
    1) Adjust the number of each page so that more items can display on the page. That would be the maximum the staff can tick “Done” at one time.

    2) Given above, ideally we'd want to move a pack of items by jobs to the next work order.

    3) Sort out “Barcode”

    217 votes
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  3. Add suppress functionality to context menu in list of holdings

    When a staff member is looking at a list of holdings for a physical title, the right-click context menu / actions (ellipsis) menu should include a function to suppress holding.

    It's inefficient to have to enter the MDE to complete this action. It's inefficient to have to run a job for just a few holdings at a time.

    31 votes
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  4. Item Material Type master List lacking several types

    The master list of Item Material Types is lacking three types commonly used by Special Collections cataloging. Please add Archival material, Broadside, and Poster to the master Item Material Types list.

    36 votes
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  5. Permanent collections

    Colecciones permanentes:
    Si un título tienen todos sus ítems asignados a una colección permanente de documentos perdidos, extraviados, descartados, etc. , el sistema Alma debe evitar que el registro se recupere y visualice a través de Primo, esto a fin de que los usuarios no visualicen un recurso que no tiene la biblioteca y a fin de evitar de realizar otro proceso de cambio.

    Permanent collections:
    If a title has all its items assigned to a permanent collection of lost, missing, discarded documents, etc. , the Alma system must prevent the registry from being recovered and viewed through Primo, so…

    93 votes
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  6. Better management of serial prediction when publication frequency changes

    Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.

    It would save a lot of time if…

    224 votes
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  7. Sorting on Physical Items Labels Job

    When you run the job named "Export Physical Items Labels", you cant select the order by field on the xml file that ALMA gave you. This is a problem when you take that xml file and with Biaf system print the Labels. For example if you print 100 or 200 Labels you have to search phisically, label by label for paste it on the books.

    5 votes
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  8. MDE : holding field 852 - display only the libraries in the scope of physical inventory operator

    When creating a holding in MDE, the cataloger has to choose a library in the list of libraries of the institution for completing field 852 $$b.
    The full list of all libraries of the institution in displayed for the user, even if the user has a physical inventory operator role with a scope on only one library.
    As a result he has to scroll down the list of libraries to find his own library.
    It would be much quicker if only the libraries in his scope were displayed.

    94 votes
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  9. Link licenses to physical resources

    Allow physical resources to have an attached license similar to electronic resources.

    For example, a DVD may have specific educational and/or screening rights that we would like to save as a license and link to the DVD.

    22 votes
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  10. Allow user to specify "Do not pick from shelf" when using the Add Physical Item workflow

    When you create an item for loan as part of the circulation desk workflow (via Fulfillment > Manage Patron Services > Create Item and choosing New), an Acquisition Technical Services work order is created, and Alma assumes (correctly) that the item is in hand.

    When you use the manual item creation process (via Resources > Add Physical Item and choosing New), Alma creates a work order without asking if the item is in hand, and assumes (incorrectly) that the item needs to be picked from the shelf.

    When you create a work order from a physical item search, you have…

    10 votes
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  11. 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…

    227 votes
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  12. Option to delete bibliographic record (without holding) after relinking last holding record

    We have a lot of brief records (without OCLC #) that we need to link to NZ and the only way to do this is to relink the holding to the NZ record, then go back to IZ to delete the brief record. An option to delete the bib record if the relinked holding is the last holding record attached to the bib record will save us a lot of work.

    5 votes
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  13. Ignore call number prefix ($$k) in BROWSE SHELFLIST in Alma

    Alma's Browse Shelflist function includes the call number prefix (holdings record field 852 $$k) when generating the browse list. At the University at Buffalo, we use that prefix for oversize volumes, and for a variety of other sub-locations, designations and shelving areas.

    As a result, any holdings with a prefix ($$k) does not show up alongside holdings in the same call number range, essentially hiding many titles from staff who seek to browse the shelf list.

    An advanced search for specific library holdings, permanent call number type, and permanent call number does not remedy this issue, as it does not…

    24 votes
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  14. Improve the export to excel from the physical item records search list

    When I export a set of physical item records from Alma to Excel, the Type / Creator / Imprint all end up in one field (column). This means that I can't easily sort by Author name. Please separate these data points into their own columns when exporting for easier manipulation in Excel.

    4 votes
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  15. 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)

    •…

    140 votes
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  16. Enable the ability to make an item missing that has a process type

    In order to mark an item 'missing' it currently has to have a status of 'item in place'. However, many items that have a status of 'item not in place' need to be marked as missing. If an item gets lost in transit from one library to another or has a process type of technical migration and cannot be found, those items need to be marked as missing.

    The current process requires that these items be checked in so they do not have a process type before they can be made missing. This seems counter intuitive to check in an…

    1 vote
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  17. Prevent choosing an invalid item policy when editing a physical item

    When editing the information for a physical item you have the option to select an item policy that overrides the default fulfillment rules for the chosen location. The drop-down list shows all item policies available in the system, regardless if we have configured any corresponding exception rule or not. As we have several item policies that should only be used for specific locations this leads to confusion and mistakes. It is too easy to unknowingly set an invalid item policy without any warning from the system.

    We suggest that the drop-down list of item policies should only display policies that…

    5 votes
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  18. Ability to Re-prioritize Work Orders

    The ability to change the order of multiple work orders on a single item in order to re-priortize the work to be done.
    For example, we send materials from Work Order-Acquisitions (which is completed) to Work Order-End Processing. While in End Processing it is discovered that there needs to be a Work Order-Cataloging Corrections, but after the Cataloging Corrections is completed it will need to be brought back to End Processing. Currently you must resolve the current work order, either by completion or canceling, before handling the new work order. If we had the ability to change the order of…

    3 votes
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  19. When entering periodicals, I can only choose a precise date under "Issue date". This is not working for all periodicals

    Not all periodicals have precise issue dates. Some are seasonal (like Fall, winter, Spring and Summer), some are by quarters (1st quarter, 2nd quarter...) some have are weekly issues, ... Alma doesn't give the choice for these particular periodicals.

    We need more date options to reflect the issue's period. Even something like Issue date: From X date to Y date, would be more accurate than what the date option actually offered in Alma right now.

    2 votes
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  20. Rename topmost Cancel button on Resource Request Monitoring screen

    When the Resource Request Monitoring screen has been reached by clicking on a request in a persistent search result, the user is presented with multiple invitations to “Cancel”:


    • One next to the Edit and the “…” buttons for each request,

    • One on a button further up the screen, above the Export List and Manage Column Display icons.

    This can be misleading for staff, especially those less experienced, as it infers that two options called the same thing would perform the same task if either were clicked upon. The Cancel button furthest up the screen, however, does of course serve the…

    1 vote
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