Alma
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64 results found
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Allow user to ‘Withdraw’ and ‘Open Predicted Items’ from the ‘Received Items Screen’.
Currently, ‘Withdraw’ and ‘Open Predicted Items’ functions cannot be performed from the ‘Received Items List’, during normal receiving operations.
https://drive.google.com/file/d/1qdNSY1xkPr71R7XJzPp8QtQJEa_h-00i/view?usp=sharing
Instead, a user must back out of the receiving windows, perform a title search, and access these features through the ‘List of Items’ window.
https://drive.google.com/file/d/17yB9XwMI6MYAmnHq95mna6cOUMpXzlbq/view?usp=sharing
This drastically decreases efficiency in performing routine tasks in Prediction, Receiving, and Weeding.
What should be changed: As Serials Processors, we would like to see the ‘Withdraw’ and ‘Open Predicted Items’ functions added to the ‘Received Items List’ window, so that all serials management tasks can be done from one screen. This would eliminate the…
545 votesDear community, as part of the ongoing UX improvements in Alma, the "Receive new material" screen (aka Receiving WB) is planned to be refactored and support the need described in this idea. For more information see Alma roadmap:
Thanks,
Noam Fass | Alma product team
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Improve the e-book purchase request workflow
The purchase request workflow needs to be improved for acqusition of electronic resources.
Currently, you can either approve or reject a purchase request. An approval automatically creates a POL and a standalone portfolio based in the Purchase Request BIB record. Both outcomes are unfortunate when working with e-books. An e-book will usually be ordered on the vendor site (e.g., the ProQuest portal) rather than through an Alma POL. It should be possible to select whether a POL is created. More importantly, we'd like the option, upon approval, to select and activeate a title from among CZ collections instead of having…257 votes -
Additional Locations for Shelf Report
The ability to select multiple locations for the Shelf Report tool would be very valuable. For example, if we scan multiple floors but each floor is a separate location, we end up with a large number of items skew the report and require us running the same report again and trying to weed out the overlaps. This would also simplify the report if collections were intermixed within a physical location such as Floor 1 and Floor 1 - non-circulating or Floor 2 and Floor 2 - Oversized.
26 votesThank you for raising this idea. When running a shelf report, it will be possible to upload multiple files representing multiple locations in a certain library.
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Pop-up note when patron has something on the hold shelf
When scanning the patron's barcode or searching for a patron in Manage Patron Services, can a pop-up notification be configured to alert staff that there are items held for the patron on the hold shelf?
Currently, you have to look at the User Notes section on the right hand corner of the screen and it's gray text that does not draw attention. You can also look in the request tab if it is dog-eared but it will display all requests statuses; not just when an item is on shelf ready for pick up.
Since patrons don't always check their email…
167 votes -
Metadata editor: Enable moving up and down within a field using arrow keys
It would be nice to be able to move up and down within a field using arrow keys in MDE. For example, when a lengthy 505 or 520 MARC field has many lines, the cataloger must now move to the desired line using either mouse or left/right arrow keys, since pressing up/down arrow causes the pointer to move to the previous/next field.
My suggestion is that the pointer should be able to move within the field using up/down arrows and move only to the previous/next field when the pointer is on the first/last line of the field.
Using up/down arrow…
344 votesDear all, we are currently working on a design concept for a new form interface option for cataloging, which will make it easier to navigate long fields and subfields - we will take this request into account as part of this design. See our "Form Editing for MARC 21 Bibliographic Records" roadmap plans for more information: https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2024-2025)/Metadata_Management#Form_Editing_for_MARC_21_Bibliographic_Records
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Subdivided LCSH headings should be flipped by Preferred Term Correction
Preferred Term Correction is not flipping all LCSH headings when the authority record changes. If there is an authority record that has a subdivision, it is only flipped by PTC if the heading in the bib has no additional subdivisions. This means there is a significant gap in the PTC process that requires manual attention and handling, which is unsustainable. The PTC process needs to be more thorough.
For example, this LCSH:
$a Germany $x Politics and government $y 19th century
was updated by LC to be:
$a Germany $x Politics and government $y 1789-1900
When the authority record changed,…
315 votes -
Add a facultative note to patron when rejecting purchase request
Our proposal is to add a free field text in the popup when rejecting a purchase request. This field would include a note to the user, detailing the reject reason.
This could be used by the library in several ways :
- give the link to the record in Primo for documents already available ;
- give the link to an Open Access version of the document ;
- give details about the book (out of print...).It would make communication more personal
138 votes -
Add an order action in the Purchase Request to “Approve and order from the CZ
Add an order action in the Purchase Request to “Approve and order from the CZ.” Alma would add an alert to the citation and redirect the user to the Community Zone, to the desired portfolio. The operator will only need to click on the "Approve and order from the CZ". Currently the only Action is “Approve and Order” which creates a local portfolio not linked to an E-Collection. It’s cumbersome and time consuming to re-link the POL and portfolio to the correct Community Zone record.
316 votes -
Make 'requester' clickable after 'scan in items' step of handling a request
It would be convenient if it was possible to click on the requester after the 'scan in items' step when managing a request.
320 votesWhen scanning in a requested item, the requester name appears. There will be a link to the requester’s user record if the logged in user has priveleges to access the user edit form
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Add “next year” as an option in serials subscription date range drop down menu for invoice lines.
Many of the invoices we process are for serials subscriptions for the following calendar year. Having “next year” as an option, for invoice line subscription ranges would be quite helpful.
260 votesDear all,
As we are analyzing the requirements for this idea, I'd like to clarify with you what should the identification of "Next Year" be?
- Is it the next calendar year (so if selected in any date in 2024 it will return the entire 2025, meaning 1.1.2025-31.12.2025)?
- Is it the next 365 days? Including today or not including today?
- Is it the next 12 months? Including current month or not including current month?
- Other?
Many thanks,
Zohar Shemesh
Alna Product Team
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Fine for failing to pick up request
We would like to have a fine automatically applied when a patron fails to pick up a request. The fine should be applied after the last pick-up date has passed if the request has not been picked up or cancelled. It should be possible to determine for which locations/user groups the fine will be applied.
203 votesA new 'Purged request fee' will be configurable for Hold Request TOU, similar to the one that already exists for booking requests. When the Expired Hold task list is used with one of the 'Reshelve', 'Transit' or 'Activate Next' functions then the request TOU will be consulted, and a fee will be created accordingly.
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Increase the visibility of digitization requests in case of multiple requests
When there is more than one digitization request on a same item (same or different requesters), only the first request is displayed in the Task List. When this request is completed, the second request is not listed in the Task List or in the “In Process Items” page, except when the barcode is scanned again.
We think that “In process Item” page should not be empty once the first request is completed. Or least, there should be an alert informing the operator that there is another request on the same item just ready to be fulfilled...
313 votesWe’re looking at adding an indication in the Manage In Process Items next to a request where there are more digitization requests for the same item in the queue. A row action will allow the staff to complete the current active request and activate the next.
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Increase customisation options for the resource sharing request form
User experience testing that we conducted showed that most users prefer to place resource sharing requests via the resource sharing request form in Primo. Users also expressed frustration with some aspects of the form including the format of the fields. They also expected that the Library could add notices relevant to the resource sharing service to this page.
The current options for configuring this form do not allow us to meet the expectations of our users. We would like to have more options for customising the page the form is on and the form itself. Specifically we would like :…
357 votesWe are looking into improvements that can be made to the Primo VE form, such as:
- Add a custom notice or message to the form
- Improve the form fields’ responsiveness to the requested format (book/article and physical/digital)
- Look into ways to enhance the configurability of the look and feel for the form
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AFN Fulfillment Network, Add patron's home institution to the fields available on the hold shelf's display
When an Automated Fulfillment network allows for their patrons to pick up materials at any Institution in the AFN, it is possible for a patron to pick up their item at a third institution, that is neither the patron's home library, nor the item's home library.
With how Alma currently manages Linked Users, and with the fields available for display on the Active and Expired hold shelf screens, library staff at that third (pick-up only) institution are unable to determine which institution the patron is from.
This is because:
Since the patron is not a local patron to the pick-up…
206 votes -
Expand 'Bulk Change Due Dates' to disregard expired patrons and include recalled items
Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we…
221 votes -
Add Data Type category for the Title Report in COUNTER 5 section of analytics
The Master Title Report of COUNTER 5 includes ebook and journal titles. It is difficult to use this master report in analytics without having a data type or section type option to differentiate between which titles are journals and which are ebooks. The master title report is useless in analytics without this option. Please add the data type or section type category from the COUNTER 5 Master Title Report into the Analytics Usage Report.
254 votesDear colleagues,
We are pleased to let you know that we have accepted your request to add the fields:
* data type
* section type
to the Counter master reports data in analytics.
All the best,
Shoshana
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Improved facets in Alma - Include/Exclude plus the ability to select multiple facets
After searching in Alma, it would be great if we have the ability to further refine searching with facets that allow for the selection of multiple selections, as well as offering the ability to exclude or includes. For example, when searching a POL now, my facets for Status include In Review, Waiting for Renewal, Waiting for Manual Renewal, etc. I would like to either exclude two facets, or include 5 facets, but now I have to select one facet, review, then clear that facet and select the next one.
93 votesMulti-select facets are supported in Alma’s new UX searches, including Holdings, Borrowing requests, Lending requests and PO Lines, and will become supported in other searches as they are gradually moved to our new UX. Excluding facets will also be gradually added to new UX searches.
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Don't link unauthorized headings based on 008 14-16
Alma should take into account positions 14-16 of the 008 of the authority record when "deciding" if it should link to and update a biographic heading.
In the case of the main entry if position 14 is not "b" then make the link and update. If it is "b" it should not link and update.
In the case of a subject entry if position 15 is not "b" then make the link and update. If it is "b" it should not link and update.
In the case of a series entry if position 16 is not "b" then make the…0 votesThis is a gap and will be handled as part of our backlog
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Allow institution to determine which type of Bibliographic record will be created when creating a Purchase Request
This idea was submitted by Ex Libris product management team in order to better understand the need as well as get feedback from the community.
Current situation:
- A purchase request can be created from Primo/Leganto/Alma
- A purchase request must rely on a Bibliographic record, there are 2 options for the purchase request to match on a Bibliographic record:
- Match to an existing Bib record (if exists)
- Create a new Bib record (this is the use case described below)
When creating a purchase request, the user has the option to decide whether it is a "One Time" purchase (Book) or "Continuous"…
5 votes -
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.
178 votes
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