Alma

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  1. sending predefined claim letter manually

    There should be a possibility to send the predefined claim letter manually.

    If automatic claim notification is enabled (autoclaimco = Y) then the predefined letter (or EDI-notification) is prepared and sent automatically by the corresponding alma job. It should be possible to send the same letter by


    1. pressing a button in the order and

    2. by selecting items from the claims list and press a corresponding button

    The claims sent should appear in the correspondence tab with the vendor.

    3 votes
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  2. Allow Course Loader integration to process files from users' local drives

    With the current bulk operations functionality for courses (course loader), an SFTP server is required for hosting files.

    The SFTP requirement is a hurdle for many libraries, as it requires additional infrastructure (SFTP host), as well as additional knowledge (FTP user tools) not always available on staff.

    We would like to see the ability to upload course loader files for import from a local drive, similarly to how other workflows in Alma also support local file processing (portfolio loader, etc).

    1 vote
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  3. digitization request limits - Daily and to specific records

    We would like to be able to add limits to digitization requests. So that users can only request a specific amount of digitization's per day. And that specific user groups can only requests once or twice on a specific record. As making multiple requests on the same item can not be fulfilled due to issues for Copyright.

    1 vote
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  4. Include preferred email field in active hold shelf

    Include preferred email field in active hold shelf

    1 vote
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  5. Allow user to select ASCII (with) sort or Library sort (without) initial articles.

    Allow choice of schema for sorting any title list with or without the initial article. Right now my packing lists are sorted by title without the A, An, The.

    Receiving when the packing list is library sort and Alma is ASCII sort is highly confusing and requires lots of scrolling and paging back and forth.

    6 votes
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  6. Change bib reference action added to POLs created from CZ records

    The Change Bib reference action is not available on some of our PO Lines due to using a CZ record to create the order. This is an issue for us as PO Lines with CKB references don't have bib record information when we use Analytics.

    In our now closed SalesForce case (00570591) we were told that PO Lines 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…

    1 vote
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  7. Allow an IZ to be its own RS fulfillment network partner

    In order to limit the request links that users must choose from, we would like to use resource sharing requests and the automated fulfillment network to first check local holdings and use that if available, then go to our fulfillment network partners if not. The most straight forward way to do this would be to make our IZ a fulfillment network partner and create an ordered rota template that would be applied before the template with our other partners.

    6 votes
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  8. Include Universal Viewer statistics in Alma Analytics

    Alma Analytics does not include usage statistics for the Universal Viewer - only the Alma Viewer is counted.
    If you have the Universal Viewer enabled then the files viewed figure in Analytics (Analytics Digital Usage reports > Digital Usage Measures table > Number of digital file views) does not include the Universal Viewer.

    1 vote
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  9. Thumbnail creation function for larger than 500mb video files

    We need the function to create the item thumbnails of the larger than 500mb video files. Most of video type representations created by my institution are over 1~4GB in size but the thumbnails are not automatically created, so staff need to take a screenshot, resize, and manually upload it. High capacity videos are common in this era. Alma should set the capacity limit for related jobs higher, ideally to 5GB.

    0 votes
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  10. Being able to locate fines or fees owed on an item from the item record.

    This would be helpful for times when returned materials generate overdue fines that require removal or adjustment and when the staff person navigates away from the screen, the session is interrupted, or other circumstance when you need to verify if a particular item has a fine or fee attached to it.

    (This was a very useful feature in Voyager.)

    1 vote
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  11. Customisable per-record merge options in Search Resources

    We would like it to be possible to get external resource searching (Search Resources) to merge only specific fields from a given record.

    By which we mean: when clicking on View to view a record from an external resource, or alternatively when clicking on the elipsis next to a brief result, the options include Copy & Merge.

    The Merge Method which is enacted by selecting Copy & Merge at this point is set on a per-external target basis in Alma's External Resource configuration setting, e.g. the Merge Method for the British Library Integrated Catalogue could be "overlay all fields but…

    1 vote
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  12. Allow SuppressedBibWithSuppressedHol for Network Zone environments

    Currently when publishing to Primo VE from a Network Zone environment a BIB record with all holdings suppressed is not suppressed even if the SuppressedBibWithSuppressedHol is active.
    We see that excluding items from publishing based on process type has the desired effect on the BIB record when all items have the process type that is excluded from publishing. We want the same to be applicable for suppressed locations.

    6 votes
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  13. Display e-ISBN (MARC 020 $a) in e-portfolio repository search results

    Currently the ISBN displayed in e-portfolio repository search results is the print ISBN stored in MARC field 776 $z. Please change to display the e-ISBN stored in MARC field 020 $a, or display both the print ISBN (776 $z) and e-ISBN (020 $a).

    The e-portfolio repository search finds the e-books. In a bib record for an e-book, the e-ISBN is stored in 020 $a, while the print version's ISBN is stored in 776 $z. It just does not make sense to display only the print ISBN, but does not display the e-ISBN in the e-portfolio results.

    The example records are…

    1 vote
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  14. Add ability to prevent CDI content from appearing in Primo, by Alma Electronic Collection

    With CDI we have no control over preventing CDI content from appearing in our Primo filtered search, when we have full text holdings which matches to this content.
    In many cases this may be a good thing, in not needing to worry over making sure full text content is searchable.
    However, it is clear that there are collections in CDI with very poor data, which causes linking to fail, and also has content which we do not want at all such as Journals and Books, as we manage the title level by our Alma records.
    For example, CRL Catalog has…

    124 votes
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    4 comments  ·  Other  ·  Admin →
  15. autofit

    Adding an autofit for columns would help minimize wasted space for those who are comfortable with denser text or need to work with a relatively narrow screen. I think the most common form of the functionality is a double-click on the right border of a column to size it to fit content.

    1 vote
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    0 comments  ·  Other  ·  Admin →
  16. Have a "undo" or "restore" button for Configuration actions/profiles

    For those important actions or profiles, such as the External Integration Profiles, it will be of great help to have a "undo" or "restore" button. So that if something is wrong after clicking the "Save" button (either too early or incorrectly), the action can be reversed. The good old one can be restored. It happened to me yesterday. I mistakenly and wrongly updated our SAML profile in the Production environment instead of the sandbox that I intended to, which caused the login failure of both Primo and Alma. I had to open a ticket with highest priority in the online…

    1 vote
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    1 comment  ·  Other  ·  Admin →
  17. Clear Process Type (Transit) of all Items in Set with Job

    Often books get skipped during scanning-in and are reshelved while still having a process type of "Transit." This leads to hundreds of materials over time in the stacks showing as not in place. A set with only these items can be created, but a bulk clearing of this field isn't yet possible.
    Any of these would work:
    1. create a job that clears the Process Type (specifically books marked Transit that have already been reshelved but were skipped during the regular scan-in process)
    2. scan-in all items in a created set
    3. scan-in multiple barcodes at once (separated by ;…

    3 votes
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  18. Add Primary ID to "Find and Manage Users" screen/table

    The Alma> Admin> User Management> Manage Users table currently contains these fields:

    Name
    Account Type
    Record Type
    Job Category
    User Group
    Status
    Expiration Date
    Blocks (indicator)
    Notes (indicator)

    It would be helpful to have the User's Primary ID included as an option in this table, to distinguish upon search without additional clicking, between users with the same names.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  19. Add to the "Monitor Request" screen a filter which will allow users to see "Rejected and active" requests

    On behalf of the Product management team we would like to understand the need and use cases of the following Idea (which it's need was raised by a specific library) - any comment is welcome.

    When trying to delete a circulation desk user is notified: 'This circulation desk is attached to one or more requests and cannot be deleted'. User goes to the monitor request screen and does not find any request that prevents the desk deletion...

    The reason is that the request was rejected but it is still active (item was not scanned)

    Due to the fact the 'Monitor…

    0 votes
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  20. Consistent control of Alma letters by code table changes, to match with Primo labels

    Latest Alma design is that updates to letters by code table changes behave holistically to present consistent terminology to users. For example, the renew status field added to the Courtesy Letter in December 2019 will display for users both in Primo My Account and within the Alma Letter itself.
    This consistent design is not in place for older letters, and Ex Libris considers making these consistent to be an enhancement (see 00769609).

    For example, the 'Notes that may affect loan' in the On Hold Shelf Letter are able to be changed in the code table, but this actually only changes…

    2 votes
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    0 comments  ·  Other  ·  Admin →
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