Alma
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1773 results found
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Change default in loan history to fulfillment activities
In loan history the default radio button is item changes. Better to have fulfillment activities as default because it displays displays loans, returns and in-house-use.
16 votes -
Allow batch deletion of user notes
It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.
There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…
240 votes -
Add " Additional e-mails " fields to " Report to ex libris " form in Alma
In Salesforce the customers can use "Additional e-mails" feature to let colleagues know that they have (already) opened a case for a specific issue. This makes teamwork easier.
For SF cases opened using the "Report to ex libris" feature, this is not possible. Plase add 5 "E-mail 1" - "E-mail 5" as in SalesForce.
17 votes -
Vendors : simplify Contact information and People contact tabs
Hello,
Handle vendors in ALMA is pretty twisted and not user friendly !
We can understand the distinction between Vendor details (network level) and Vendor account details (institution level).
But why distinguish Contact information and People contact in two separate tabs ?
This makes us input twice same informations.Our request : to get one tab for all Contacts ; each contact would be distinguished by a specific frame with name, first name, job description, email, postal mail and phone nember. All display in one single screen.
If you share this request, VOTE.
57 votes -
Electronic Portfolios - can we have a new coverage line where free access can be added ?
At present in the coverage tab, there are the global dates, local, and perpetual (if the collection has been identified as having some perpetual access) Some of these titles have free access, which is not technically perpetual but is also not part of a subscription. Could a new line be added to include these free years/volumes, with the option to display these dates (or not) ? It would allow us to reduce the number of Free collections we have which all take users to the same place, and identify why we have access to journal years outside of our subscription…
11 votes -
Add Requester Name and Requester's ID on Pick up from Shelf export list
Add Requester Name and Requester ID on Pick up from Shelf export list.
24 votes -
Brief Record - Quick Cataloging Template
Boston College would like to see the contents of the linking tab of Electronic Portfolio Editor added to the Brief Record, Quick Cataloging template for electronic articles.
This will enable us to edit the URL and enable the proxy as we catalog and would save us the step of going in later to edit the linking information. It would also enable us to test the link before posting it, rather than using the "view it" function afterwards.
66 votes -
Set an "end of term" due date, by patron group, that would be prioritized over TOU due date
We would like the ability to set a set an end-of-term due date that would outweigh the due date calculated based by the TOU on a transactions.
And, we would like to be able to apply the due date to particular user groups.
The related functionality currently available includes using fixed due dates in the TOU, or relying on patron expiration dates.
Our use case includes:
1) requiring all materials be returned at the end of each quarter.
2) student loan periods that are not fixed date due dates, but instead are short duration.
3) expiration of student records in…
25 votes -
Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery
We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.
83 votes -
Have the option to turn off sorting for sets.
Our OAC department needs to generate a packing list of items that are scanned in, in the order in which they were scanned. The problem is that after creating a physical items set via scanning, the set sorts itself, and the items are no longer in order.
In addition, our Metadata Services department used to manage our corrections projects in Millennium by having a public set that everyone could access. Once the cataloger was done correcting the record, it was removed from the set.
Our problem is that once we're done correcting the record for a Physical Titles set and…
24 votes -
Stop the practice of showing funds for 'in review' invoices as expenditure.
Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.
Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:
We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the export.…
216 votesDear colleagues,
Thanks you for suggesting this idea.
After reading it carefully, my understanding is that the need is for a new “entity” which will serve as a “bridge” between encumbrance and expenditure. This bridge will be named “Pending invoices”.
Any POL which is invoiced will be disencumbered and the amount will be added to the “pending invoices balance”. When an invoice is approved, the amount should be reduced from the “pending invoices balance” and added as an expenditure.
- Is this understanding correct?
- Do you think that the definition of using this "bridge" should be in institution level, or might be different from invoice to invoice?
Please note that this is a complicated addition. We will need to define the behavior in rollover, and in any place that changes balances etc.
Thanks for your collaboration,
Tamar Fuches
Alma product team
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Waitlist functionality for short-term loans
It would be helpful to have a waitlist functionality for short-term loans (i.e. for reserve items). This would allow patrons to put their name on a list to be next in line once a short-term loan item has been returned. Alma would send an email/text to the patron when the item is returned telling the patron they have a specific window of time (e.g. 5 minutes, configurable by the institution) to check out the item. During that window of time no other patrons can check it out. After the window of time has expired the next person on the waitlist…
54 votes -
In import profiles, ability to specify which 856 $u url is used to create electronic portfolios
Scenario: We manage some electronic collections in Worldshare Collection Manager. OCLC provides bibliographic records with the resource's url in the 856 $u. Sometimes the bib records will include multiple url's but we only want to select a specific one to create our portfolios in Alma.
For example, the Worldcat master record for OCLC 957128084 has 11 856 fields. (See attached screenshot.) Some are institution specific and others belong to different access providers. In such a situation, we want to be able to select the 856 $u url that begins with "http://www.jstor.org/stable" or "https://proquest.safaribooksonline.com".
In import profiles,…
22 votes -
Enable link from Invoice line to live Purchase Order Line so that data can be updated
The Alma renewals workflow for continuous resources (Subscription POLs) involves creating Invoices and updating the renewal date and other data such as Notes in the Purchase Order Line. This should be possible as part of a unified workflow when invoicing, i.e. adding the invoice line and then linking through to a live Purchase Order Line to update and save the renewal date etc.
Currently the Invoice Line PO Line link is View Only which means a separate search and action is required to find and update the renewal dates etc in POLs. This is inefficient and wastes time - given…69 votes -
Field to add "Charges" in the price.
We need a field that allows us to add "Charges" in vendor record or in the POL, now these only allow discounts.
Nowadays we have to assign this charge manually in the POL's list price.
79 votes -
Borrowing Activity Letter
Currently, Alma limits the borrowing activity letter to list only 100 loans.
It would be great to have the letter list all loans without a limit.
24 votes -
Change the XML of exported portfolios
An exported portfolio from Alma looks like this:
<item type="electronic">
<title>Operations research.</title>
<title>Operations Research</title>
<issn>0030-364X</issn>
<coverage>
<from>
<year>1952</year>
<volume>1</volume>
<issue>1</issue>
</from>
<embargo>
<days_not_available>720</days_not_available>
</embargo>
</coverage>
<eissn>1526-5463</eissn>
<object_type>JOURNAL</object_type>
</item>However, that's not very clear. An ISSN element under an electronic item can be interpreted as the ISSN for the electronic publication.
A better structure would be something like this:
<item type="electronic">
<title>Operations research.</title>
<title>Operations Research</title>
<issn type="electronic">0030-364X</issn>
<issn type="print">1526-5463</issn>
<issn-l>1526-5463</issn-l>
<coverage>
<from>
<year>1952</year>
<volume>1</volume>
<issue>1</issue>
</from>
<embargo>
<days_not_available>720</days_not_available>
</embargo>
</coverage>
<object_type>JOURNAL</object_type>
</item>This is related to this idea: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32344600-export-the-print-issn-for-electronic-portfolios-m
39 votes -
Why can we not have who activated a portfolio or collection in the history tab?
Several times I will come across a portfolio of collection and would like to be able to see who activated the resource. Since we have a history tab, why doesn't this show who activated?
33 votes -
Need a way to perform "scan in" or other workflow operations in batch, either from an itemized set or from a .txt or .csv file
Use case: We have a large number of items which are being moved from our regular collection to our archives. We have already created a .txt file of barcode numbers and used that file to create a set in Alma, so that we might run Change Holdings and Change Physical Items jobs against the set. It would be much more efficient if we could then run a batch "scan in" or equivalent operations to actually place the items in transit to their new location and then the archives could likewise use that set to get the items out of transit…
56 votes -
Add normalized call number to the subject areas for fulfillment analytics
Right now the normalized call number option is available only when creating an analytics report under physical items. The ability for sorting by normalized call number would also be beneficial when creating analytics reports under the fulfillment section.
38 votes
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