Alma
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1746 results found
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"Create Physical Item Work Order" job - adding notes.
I would like to be able to include a note when bulk creating physical item work orders.
Notes can be added to individual work orders, but the ‘Create physical item work orders’ job doesn’t allow this – only the work order type, managing department, and pick/do not pick from shelf can be specified.
The use case is that we are correcting some of our call numbers, and the physical items will need to be relabeled. I would like those items currently on loan/in transit/in process to have work orders that send them to our repair department for relabeling when returned,…
36 votes -
Ability to attach bibliographic record to CZ order
The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.
In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_LinesSo what we want is the ability…
20 votes -
Option to set over encumbrance or over expenditure as either an absolute amount or a percentage
This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.
We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.
15 votes -
automate user update job to send user emails ie about to expire
Currently the user update job can send emails to patrons. However due to the technical aspect of creating sets and running the job our user services librarians prefer to take the information out of a dashboard and widget and add them to a template email in outlook. It would be better if a schedule job could be created to send out user update emails to logical sets. Specifically for users that are about to expire - and have loans to return.
16 votes -
Add checkboxes for the single positions at the invoice details in the invoice lines tab
Add checkboxes for the single positions at the invoice details in the invoice lines tab.
We create all of our invoices manually. Usually we don’t use the pro rata checkbox and four invoice lines for shipment, discount, overhead and insurance are created automatically.
In most cases not all invoice lines are needed and we delete the redundant lines manually. Therefore it would be easier to have a checkbox for choosing these lines and to be able to delete all of them at once instead of choosing and confirming the deletion of each line separately.110 votes -
Receiving note for electronic resources
It would be fantastic if a receiving note option was included for electronic resources as it is for print resources (a field which can be extracted for analytics). The current notes field can not be accessed via analytics and it is therefore difficult to track trends in usage, information about cohorts using different resources, reasons for purchasing, etc.
35 votes -
Make Manage Fulfillment Activities the same thing as Manage Patron Services
I found this idea buried in a comments section and felt it deserved its own idea since my team keeps encountering the same problem.
Iain Gray said: "After finding a user it would be useful if when clicking on Manage Fulfillment Activities you were presented with the same screen as though you had used the Manage Patron Services screen. Instead you do not see the option to pay Fines and Fees from here and have to re-enter users details again."
I'll add that it would be great if Manage Patron Services and Manage Fulfillment Activities were the same page…
60 votes -
"Electronic material type originating from Bib" vs "Electronic material type" : a display issue in the Portfolio service editor's list
In an electronic portfolio, there is a field called "Electronic material type originating from Bib" which can be overloaded by another field called "Electronic material type".
The Job "Change electronic portfolio information" allows to update the material type of portfolios into the field "Electronic material type" into a set of portfolios.
If we do so, the material type is not updated into the Portfolio service editor's list... which is confusing.our request : when the material type of a portfolio has been updated in the field "Electronic material type", ALMA should only considare this material type and display it in…
18 votes -
Exclude expired users from bursar integration job
Our bursar is not currently able to collect charges from users who are no longer at the university. So we want to be able to able to exclude these patrons from the reports that are sent to the bursar with bursar integration. The fact that this doesn’t exist now has prevented us from implementing integration.
We would like this functionality to be an additional filter in the bursar integration settings that would exclude users whose expiration date is in the past. If it could specify an actual or relative date, this would be an additional improvement.45 votes -
Update import profiles, so portfolios are listed in ALMA & Primo in the same order as the 856 fields in the bibliographic record
Currently electronic portfolios are generated from the 856 fields in the bibliographic record, but they appear in reverse order in ALMA and Primo. Vendors often have 856 for multiple volumes in their records and they often list URLs in the order of their importance. In my attached example, the vendor includes a link to browse the particle resource first, then links to search the collections which contains the resource. The links are listed in order of importance. It is confusing to the user to list v.2 before v.1 and less important searching options before the most direct way of access…
61 votes -
export sets into Analytics
I appreciate the ability to export Analytics results directly into an Alma set, but I would like to be able to export a set of records directly into Analytics without having to recreate my Alma search (if I can) in Analytics. This would also be very helpful for working on sets of records that other people at my institution have created!
56 votes -
For general electronic services links at the item level, allow the item id to be used in the URL
When a General Electronic Service is added as an item-level service, the URL template may be configured to make use of the a bunch of Holdings and item-level information, for exampe, the barcode. But the item id is not included as a possibility. Please add this as an option.
21 votes -
“In Review” requests sorted by creation date
In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.
It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
Another possibility would be that the librarian could select the type of ordering of the requests.22 votes -
User ID Generation functionality also on the User Details page
Libraries can configure the automatically generated user identifiers for new patrons that are added when an operator adds a patron on the Patron Identification page. We would like that the user Primary identifier can also be generated when users are added or edited on the User Details page: Existing users (external or internal) could have their Primary identifier updated (refreshed) in a more easy and effective way by circulation desk operators.
84 votes -
Electronic Resource Activation Task List: do not revert to "Assigned to Me" tab after deleting a task
When you're working in the "Unassigned" tab of the Electronic Resource Activation Task List, it always reverts to the "Assigned to Me" tab after you delete a task. I want it to stay in the "Unassigned" tab.
21 votes -
Add the ability to upload EDI files from FTP sites manually
Currently, Alma will only allow you to manually upload an EDI invoice file from a local folder. If you map an FTP site shortcut to your desktop and attempt to manually upload the EDI invoice file from that location, it will say there is an error. I have confimed that Alma does not currently support manual EDI invoice file uploading from ftp sites, only when you configure it to run automatically.
Import profiles support both processes, so it seems like this area of Alma should support both manual and automatic uploads from FTP sites as well.
15 votes -
Fiscal Period Rollover - Move Cash Balance forward to new period
The latest release of Alma added functionality to the Fiscal period rollover that offers an option to Allocate new funds based on the Cash Balance of the same fund in the closing Fiscal period. We’ve been testing this out and it seems while the cash balance is indeed allocated to the new period, it is also left on the old period!
This means the same money is being reported and allocated twice on Alma, which leaves great scope for confusion and I believe is contrary to good accounting practice.
I believe this enhancement needs a further tweak, to allocate the…
72 votes -
Display prompts in analytics widgets
We have created a widget to display IDs of citations, and would like to be able to display the associated prompts to allow users to select their own criteria.
The current behaviour is by design:
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Analytics_widgets_with_a_prompt
but it would be very helpful if this could be changed.
72 votes -
KBART export from Alma to include title level URL
As we from time to time need to interface with software and services outside the ExLibris suite, it would be great if the KBART Schema for export would include a proper title level URL as specified in the KBART Recommended Practice:
"[Title level URL] Indicate the URL of the title’s homepage.
For journals, this page should be a listing of the available volumes and issues. "37 votes -
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…
38 votes
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