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3187 results found

  1. Add export start/effective date to Bursar integration profile configuration settings

    When creating a new Bursar integration profile, we want to be able to limit the transactions being exported to only those generated after a specific date. This is in addition to ‘Time before export (days)’ setting. We've never used an integration profile to export fines/fees to be transferred to our bursar office and have instead used the API. We're now stuck in a situation where we can't switch to using an integration profile because without a start/effective date there's no way to prevent the exported files from creating double billing of transactions that have already been transferred to our bursar…

    15 votes
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  2. Customize search labels for local authorities

    We would like to configure the search labels for local authorities. We have already checked, but the MARC21 fields used for the corresponding local authorities (084, 600, 651) are not shown in the list of search labels. Unfortunately, the support was not able to help us. They said that index codes to search index labels mapping and expanding the index fields is an enhancement request.

    19 votes
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  3. Add a job that can set the CDI option collectively

    We would like you to add a job to set "Activate for search in CDI" collectively for the electronic collection set of CZ.
    Also, please add a job to batch update the following CDI options for the electronic collection set of IZ.
    - CDI Search activation status
    - We subscribe to only some titles in this collection
    - CDI-only full text activation
    - Do not show as Full Text available in CDI even if active in Alma

    56 votes
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    1 comment  ·  Other  ·  Admin →
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  4. Add a link from the PO line to the "Receive" workbench

    It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a…

    20 votes
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  5. Sorting electronic collections by "Public name (override)"

    When searching for electronic collections, results lists can currently only be sorted by collection name or by rank. It would be very useful if the list could also be sorted by "Public name (override)".

    Currently, for each entry in the result list, the name from the field "Public name (override)" is displayed first, followed by the collection name - which equals the public name - in parentheses. However, the alphabetical order is determined by the public name. This results in a collection list sorted by the names which are in second place and in parantheses. This is rather confusing and…

    11 votes
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  6. Add warning to "Scan In Items" and "Shipping Items" for certain item policies

    We would like to suggest the implementation of a pop-up for "Scan In Items" and "Shipping Items" to alert staff when they are about to process an item with a restrictive item policy (e.g. 63, 67, 68, etc.).

    For example, when a request is placed at the title level and there are multiple items with differing item policies, this pop-up would be helpful to avoid processing the wrong item.

    73 votes
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  7. Bursar integration: Additional fee statuses in Alma & Allow fee status change with job Import from Bursar

    Currently there exist in Alma only the fee statuses “open”, “transferred” and “closed”. Transferred means fee was exported to external Bursar system. When the fee is imported back to Alma, it is automatically Closed. For staff it is not possible to tell if the closed fee was paid, waived, unpaid etc. without consulting the 3rd party Bursar system.
    To give the librarians and end users more transparency about the (invoice) status of a fee, we would need more differentiated fee statuses. Also, we need to be able to set this status when importing the fees back to Alma using the…

    373 votes
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  8. Improve Shelf Report functionality and responsiveness

    Alma’s “Shelf Report” tool is a cumbersome, involved “inventory” process that requires users to populate a spreadsheet with barcode values, feed it to Alma, and then track down and manually identify any items that come back as an error (without Alma providing a timely or clear explanation for where a problem item might have been found if it was detected, or not detected). We’re aware of Dean Lingley’s API for “shelf inventory” and the WRLC “AlmaInventory” tool that attempt to cover some of these gaps, but neither of these replicate the same mass-scan-immediate-feedback-fix-it-and-move-on utility (without involving spreadsheets, macros, etc.) that…

    58 votes
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  9. Notes, expected receiving date and storage location ID for items should be visible in list view

    When searching for physical items in the repository search it would be practical for a note field to be visible from the search result list. In advanced search for physical items, you can search for internal note 1-3, statistical note 1-3 and public note, it would save time if you could see these without editing each item. Using the existing option for adding and removing columns in the repository search (manage column display) you should be able to choose which of these fields you would like to be visible. These fields should then be included when you download an excel…

    12 votes
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  10. Tables need an option to clear the default value

    There are various code tables in Alma that prompt you to choose "Default Value -- Yes/No" when adding a row to the table. Once multiple rows have been added, it's possible to select one value to be the default value. However, once one value has been chosen as the default at any point in time, there is NO option to clear the default value (short of deleting the default value row which causes other problems). There are times when we don't want a default value but "Yes" was chosen by mistake when adding a new row.

    One example of this…

    20 votes
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    2 comments  ·  Other  ·  Admin →
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  11. MARC field 788 should be searchable

    The MARC field 788 ("Parallel Description in Another Language of Cataloging") is used by Library Archives Canada to store information about how to link to record numbers of alternate languages (ie, French to English, and vice versa). This information goes into the $$w (Record number) field.

    Having this field searchable would assist in finding records for the same things in different languages.

    7 votes
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  12. Linking several Electronic Collections to one PO line from within the order

    In Alma it's possible to link several Electronic Collections to one PO line. This is very helpful for us. To do so you can just write the PO line number in the field PO Line in the Acquisitions and License Information in the Electronic Collection Editor. But there is no way to do it vice verse, to link the order to multiple electronic collections from within the order. This would be very important for us, especially for those cases where the Electronic Collection is not in our IZ but in the NZ, so that we are not able to edit…

    88 votes
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  13. Allow multiple levels of nesting for functions in Dynamic URLs

    I am requesting the ability to nest the same or different functions multiple times (at least five, but preferably many more).

    Use Case: Sometimes it is necessary to replace multiple strings in a dynamic URL.

    For example, I need to replace three different characters for Nexis Uni:
    1) Replace + with a space
    2) Replace & with an empty string (effectively removing &s)
    3) Replace : with an empty string (effectively removing :s)

    This is what the dynamic URL would look like:
    IF(rft.atitle)
    https://advance.lexis.com/search?pdsearchterms=TITLE%28%22REPLACE(REPLACE(REPLACE({rft.atitle},%3A,""),%26,""),+,"%20")%22%29&pdtypeofsearch=urlapi&pdstartin=snapshot&pdsearchtype=bool&pdmfid=1516831&pdisurlapi=true
    IF(rft.stitle)
    https://advance.lexis.com/search?pdsearchterms=PUBLICATION%28%22REPLACE(REPLACE(REPLACE({rft.atitle},%3A,""),%26,""),+,"%20")%22%29&pdtypeofsearch=urlapi&pdstartin=snapshot&pdsearchtype=bool&pdmfid=1516831&pdisurlapi=true
    IF()
    https://www.nexisuni.com

    Currently, if that dynamic URL is entered in Alma, Alma returns an…

    5 votes
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  14. Add a date measure to Digital Inventory/Usage Analytics

    For Digital Inventory/Usage, we can only see total (cumulative) downloads and views. It would be helpful to have a date measure to see usage over time for digital files.

    15 votes
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    0 comments  ·  Analytics  ·  Admin →
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  15. Record all changes to an Electronic Collection in the History tab, by user or System and the change made

    All changes to be recorded in the Electronic Collection History tab, including the user account or System making the change and what was changed.

    Currently there are many "System" changes only recording the Modification Date by Old Value of the previous last change and the New Value of the date of change.

    But there is no information as to what was changed.

    I am not going to provide examples of what should be changed and risk only those changed being done, as simply everything should be recorded. This is the purpose of a History log.

    Currently Ex Libris expects customers…

    5 votes
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  16. Enable 'School' address to be used for Personal Delivery

    Currently, only addresses of the 'Home' and 'Office' Address Types can be used for Personal Delivery. Consequently, we can't use Personal Delivery and have to rely on a local workaround instead.

    We would like to see 'School' addresses usable for Personal Delivery, with options in the Request Terms of Use to enable us to show only the Address Types that we use and therefore that we want our users to be able to see. E.g. we use 'Home' and 'School' but not 'Office', so we don't want our users to be able to choose that option.

    Also, when the request…

    13 votes
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  17. Create ACS eBooks Collection 2024

    I'd like ExLibris to create a CZ collection for "ACS eBooks Collection 2024" so that we can activate the content and make it available to our users via our discovery layer.

    12 votes
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  18. Addition of the invoice fields 'Invoice-number' e 'Invoice-date' to the Physical Items subject area

    It would be useful if Alma Analytics could allow the creation of a report of newly purchased physical items including not only bibliographic data but also administrative and invoice data, such as for example the number and date of the invoice. Currently, the 'Physical Items' subject area only contains the 'Invoice Status' field and it is not possible to integrate it with the 'Invoice-number' and 'Invoice-date' fields present in the 'Funds and Expenditure' subject area.

    12 votes
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    0 comments  ·  Analytics  ·  Admin →
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  19. Remove MARC Relator terms ($e) from Author and Author (Contributor) fields (1XX/7XX) in Analytics

    The Author and Author (Contributor) fields in Bibliographic Details in Alma Analytics are mapped from several subfields in MARC fields 100/110/111 and 700/710/711, respectively, including subfield e. But subfield e should not be included in the Author and Author (Contributor) mapping because it is not part of the author name. It is instead a separate element that denotes the relationship between the named author/contributor and the work, the Relator. Thus the $e value may vary or be absent from records although the author/contributor is the same, making it impossible to search upon, identify, and unite author/contributor names in Analytics. Any…

    25 votes
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    2 comments  ·  Analytics  ·  Admin →
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  20. Commitment to retain blocked by location

    The commitment to retain functionality is really great for managing shared print collections, but not all physical locations should be eligible for retention commitments. For example, there are certain locations that might hold rented/leased material or material that the library cannot commit to retaining long term. Items in those locations should not present those fields. Can that be added to physical item configuration?

    7 votes
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