Alma

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  1. Enable configuring VAT on the purchase order line level

    Institutions should be able to enable configuring VAT on the purchase order line level so that it can be taken into account for encumbrance calculation. Having the VAT only configured at the invoice stage creates incorrect Fund Balance reports where Encumbered Balance is always underestimated and Available Balance always overestimated. A distinction between Inclusive and Exclusive VAT in the POL would be necessary.

    13 votes
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  2. 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.

    2 votes
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  3. Separate courtesy notice before max loan period reached

    Users as well as staff find it difficult to keep track of the max loan period, especially with auto-renewals the expectation is that the loan period gets renewed all the time, and it catches people by surprise that the max period has been reached. A separate message warning them of the max loan period approaching, with its own configurable number of days before due date it will be sent, would give users time to arrange for either return of items or bringing them in for renewal.

    3 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  4. Release Remaining Encumbrance and Accrual Accounting do not work together

    Colleagues

    For those of us that use accrual accounting, the inability to release remaining encumbrance causes difficulties in calculating expected expenditure as the fiscal period draws to a close.

    Ex Libris propose a workaround for this limitation (fault), article https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_do_I_batch_release_encumbrances_in_Alma%3F.

    I would like to see full functionality within Alma, that enables these two features, Release Remaining Encumbrance and Accrual Accounting, work together, to ensure remaining in year encumbrances can be calculated accurately.

    Regards

    Wayne

    3 votes
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  5. Normal library card scan through the scanner should register the record into the history list. Plus,History of transactions a separate tab.

    When scanning the patron's library barcode with the scanner into the Manage Patron Records, it does not go in the history list/box. However, if you put the details manually, it does appear to have registered the record in the history list. It will come in handy if the scanned record goes in to the history list.

    Plus, if it is possible to add 'Transaction History' option in Fulfilment, that would allow staff to check if the transactions such as checkouts, checkins, holds, transfers, and etc from the self-checkouts, helpdesks, check in rooms or from personal accounts. That will enable the…

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  6. SRU (Search/Retrieve via URL) for item records

    Currently, SRU can be used to retrieve Alma bibliographic and holdings record data. In the documentation below, there are "bibliographic options" and "holdings options".

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/030Resource_Management/190SRU_SRW_Search

    Our institution needs data from Alma on the item record level. Use case: we'd like to use SRU to count the number of items with the same item call number.

    Currently if we use the "marcxml" record schema, the <numberOfRecords> returns the total number of bibliographic records. The "isohold" schema returns the number of holdings records.

    Neither schema returns the total number of item records with the same item number (especially in situations where 2…

    3 votes
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  7. Allow customisation of locations assigning different colours

    As working across different teams it is necessary to switch constantly from one location to another with the possibility to forget to select the appropriate one. Allowing the customisation of the locations assigning a different colour to the layout of each would help avoid this oversight. Moreover it would make feel users in control of locations with no need to constantly check if they are working in the correct environment.

    1 vote
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    0 comments  ·  Other  ·  Admin →
  8. Create a Physical Titles or Physical Items set from a list of MMS IDs

    It is possible to create an All Titles set from a list of MMS IDs, but not a Physical Titles or Physical Items set. To run certain jobs – like Change Holdings Information – a Physical Titles set is required. In order to run this job on a list of MMS IDs, you must first create an All Titles set, then extract some other key like OCLC #, then create a Physical Titles set from that list, and only then can you run your job. Since all physical titles and items DO have MMS IDs, it should be possible to…

    3 votes
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  9. Ability to hide missing toggle for Alma staff users

    We would like the ability to hide the missing toggle for staff users in Alma.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  10. Converting Physical item request to Digitization or Borrowing request

    It would be great if we could convert a Physical item request to e.g. a Scan request or a Borrowing request.
    For instance: our patron places a request in another Library from our institution ( = In transit Physical item request), but it turns out the book is damaged (-> convert to Patron digitization request) or lost and cannot be supplied. (-> convert it to a Borrowing request)

    97 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  11. Fulfillment unit rule to have more parameters ie statistical cat

    We have lapsafes in different departments, who would like to restrict loans to just the students from their department. We would like to have Fulfillment unit rule to have the extra parameter of Stats cat 1 etc. In order that we can make a rule to stop or enable specific department students being able to loan specific items etc.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  12. Add a shortcut for the copyright character in the metadata editor.

    Add a shortcut for the copyright character in the metadata editor.

    1 vote
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  13. 4 votes
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  14. Migration Configuration Menus

    During the migration process, it is sometimes difficult to know what to ask about when looking for help from our migration specialists. Furthermore, following documentation can sometimes be confusing when it leads you to a menu that is not only unavailable, but also invisible. If these menus can be made either "read-only" until an institution receives their Alma Certification, or if the link to the menu can be visible (but not clickable), that will assist in future migrations.

    1 vote
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    0 comments  ·  Other  ·  Admin →
  15. Use sane file permissions on gzipped files from publishing jobs

    When extracting the MarcXML-files from a publishing job, the extracted files by default have unix file permissions set to 060 (u=,g=rw,o=), i.e. only readable and writable by the group, not by the user. This is weird and makes little sense.

    Even worse, it also means that on systems with default umask of 022, which is *very* common, the *effective* permissions will be 040 (u=,g=r,o=) which means that the files can be neither changed nor deleted – even by the user who extracted them – without messing with permissions.

    I can see no reason whatsoever for preferring the current default set…

    2 votes
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  16. Add renewal count to the fulfillment subject area of Analytics

    Please add renewal count (the number of renewals allowed for a certain item policy and material type) to the Fulfillment subject area of Analytics.

    Doing so will allow staff to create a Circulation Matrix from analytics that fully details circulation privileges for certain patron groups, material types, item policies, etc. Circulation staff frequently get phone calls from patrons requesting such information.

    The attached Circulation Matrix is a handy way to answer circulation policy questions from patrons, except when they ask how many renewals they are allowed.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  17. Identify the staff operator who marked an item as missing

    When a user marks an item as "missing" in Alma, the history record for the process shows the operator as "System" rather than an operator ID. The operator who made the change should be identified in the history.Managers with the ability to identify the source of a problematic "Missing" status change can engage the source with questions or training as needed.

    1 vote
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  18. Create exceptions for "Closed Library Due Date Management" Settings

    We want to create exceptions for the "closed due date management" setting in our TOUs based on events in the calendar. For example, for single day exceptions such as for holiday closed dates like 4th of July, Memorial Day, etc., we want items due AFTER the exception, but for our month long winter break, we want everything due before the break begins so we can update our equipment and complete inventory over the break. Currently we have it set so the system moves the due time to the upcoming closing time, but we would prefer it to be after the…

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  19. In Fulfillment Notes - Can the text of the actual Note be larger than the accompanying text?

    The text of the Note in Fulfillment Notes is smaller and less attention getting than the surrounding text, e.g.; "Are you sure you want to perform this action?"
    It would be easier to find and process if the text were larger than the surrounding text.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  20. Toggle cancelled lending requests in a "terminated" status

    Cancelled and rejected lending requests stay "active". This creates a lot of noise in the list of active lending requests.
    I
    deally, cancelled and rejected lending requests would keep their cancelled status, but have an activity status of terminated (because there is nothing else to do).

    3 votes
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