Alma

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  1. Allow Users to lock preferred panel position for user details and summary panel

    Currently the location of the summary panel for record views and patron details alternates between the right side of the page and the top of the page depending on window size. (See the note on #6 of Changes to the User Interface: https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp%28English%29/010GettingStarted/050AlmaUserInterface%E2%80%93GeneralInformation/045UsabilityImprovements/LayoutImprovements )

    Sometimes even minimal changes to the window size causes this rotation. It would be nice if users could choose to lock the location of these panels to their preference, regardless of window size. This helps with consistency in documentation for manuals, as well as…

    12 votes
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    0 comments  ·  Other  ·  Admin →
  2. Make message that displays when resourcing sharing service not available a modifiable label

    Currently most fields on the resource sharing request form can be renamed via the labels interface. However, when a user cannot place a resource sharing request because of fulfillment policies (e.g. their user group or they have exceeded a limit) the message that displays cannot be modified either by ourselves or by support.

    Making it a modifiable label would be consistent with other fields and would allow libraries to edit this to, for example, indicate the most common reasons for being unable to access the service and to give contact details for getting support.

    6 votes
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  3. Bring back the "back" button on the metadata editor screen

    In the new metadata editor there is no back button anymore! Please bring it back. I often go from editing a new item into the holdings record to add a call number and then need to go directly back into the item creation page. With no back button from the MDE it takes three times as long.

    10 votes
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  4. Digital representation: Access Rights Policy & embargo

    We would like to use the date of death of the creator in order to define a rule for embargo. This information is available in the subfield $$d from the 100/700

    Currently it's possible to define a rule for embargo where Access is denied based on any of the following date:

    Additional Publication Year
    Fixed Date
    MMS Creation Date
    Publication Year
    Representation Creation Date

    1 vote
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  5. Sort Subfields Task does not work correctly in combination with Authorities - Preferred Term Correction

    We've defined the following Sort Subfields Task but there seems to be a problem in combination with "GND Authorities -Preferred Term correction"

    700: iaqbcdtmnrpkolgfs0
    710: iagbndctkplfs0
    711: iagendctkplfs0

    The subfield i which we defined as first in 700/710/711 is suddenly put last. If this happen, the latest job that was run is always Authorities - Preferred Term correction

    In any case, the sorting should be the way we defined it in the Sort Subfields Task

    1 vote
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  6. Sort Subfields Task does not work correctly in combination with Authorities - Preferred Term Correction

    We've defined the following Sort Subfields Task but there seems to be a problem in combination with "GND Authorities -Preferred Term correction"

    700: iaqbcdtmnrpkolgfs0
    710: iagbndctkplfs0
    711: iagendctkplfs0

    The subfield i which we defined as first in 700/710/711 is suddenly put last. If this happen, the latest job that was run is always Authorities - Preferred Term correction

    In any case, the sorting should be the way we defined it in the Sort Subfields Task

    0 votes
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  7. Browse Shelf Listing: add support to configure the default call number level

    In the Browse shelf listing, currently, the “call number level” is set by default to “Holding call number” and it’s not configurable.
    It’s possible to set a default value for the “call number type” but not for the “call number level”. We would like to have the possibilty to change the “call number level” by default as it's for the “call number type”.

    1 vote
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  8. Proxy for Print Daemon

    We are grateful that there is a print daemon. Since our network does not allow any application to access the Internet, version 1.2 will not run without affecting the secured network configuration.

    The improvement I request is to implement a network configuration setting to configure the proxy settings the way as it works in Browsers.

    Kind regards
    Urs Wider

    27 votes
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  9. Local Authorities for Network Zone linked records

    Alma provides the possibility of local authorities for cataloguing in an Institutional Zone and its local records. Unfortunately I cannot use those local authorities if I work in a Network Zone environment for records linked to the Network Zone.
    I would like to:
    a. define the local authority in the Institution Zone.
    b. Link to this local authority in a local field 6XX (= with $$9LOCAL) via F3 in MDE even if the bibliographic record is linked to the Network Zone.

    1 vote
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  10. Use data source code not data source label during Delete External Data Sources

    From Admin > Run a Job > Delete External Data Sources, users should be given a list of codes instead of labels. If libraries are importing different sets from the same source and want to use the same label, if external data needs to be deleted, staff have to temporarily relabel the appropriate discovery import profile.

    Any drop down list in Alma should be using unique fields not fields that can be not unique.

    1 vote
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    0 comments  ·  Other  ·  Admin →
  11. Query to patron letter: add the publication date for Document delivery requests

    We’d like to display the publication date in the Query to patron letter also for DD requests. Now we can display the date in the letter only for ILL requests.

    7 votes
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  12. Add alphabetic title search field to the external databases search fields in Alma

    when searching external databases in order to import a relevant record i notice there are many search fields by words but non of them is by alphabetic order. Especially missing a search field by alphabetic title.

    1 vote
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  13. Reflect CZ changes in affected portfolios' history tabs

    Alma portfolios in the IZ show a modification date in their history when a change is made based on CZ data. However, the changes themselves are not documented in the portfolio's history tab -- just the fact that a change occurred on that date.

    Some changes are displayed to users in the CZ updates task list, so it's clear that Ex Libris has a way to communicate this at the Institution level. But as Update Task List entries can be dismissed en masse, it's important to reflect CZ changes like linking and coverage dates in a more persistent manner, through…

    2 votes
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  14. Improve credit/refund Acquisitions workflow

    The credit/refund process is cumbersome. When I receive a credit memo, I have to go back and re-open all the POL or add another POL. I have had to process multi-page Credit Memos this way and it's incredibly frustrating. The vendor doesn't send Credit Memos via EOD, but even if they did, I don't think it would work since the POl aren't open. If I could just open an invoice workflow that doesn't care that the POL is closed, that would be great.

    1 vote
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  15. Change order icon color in All Titles / Physical Titles result list based on order status

    If the status of all POLs on a title is Closed, change the green shopping cart icon color to grey when looking at the All Titles or Physical Titles result list.

    It is really helpful to see if there is an order for something when doing a title search. However, it creates a lot of extra clicks to see if an order is active order or not.

    For instance, I might be looking at a title for which the item has a status of "Missing" and there is an order on the item. Is that the original order for the…

    2 votes
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  16. Add bib metadata to custom view for portfolios

    Right now, there's no way to see edition (subfield 250) or publication/copyright date (subfield 260/264) from a list of portfolios.

    These fields should be added to the customize view options for portfolio lists.

    3 votes
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  17. Term of use On hold shelf policy request

    “Beside general requests (except books on loan), specific user group can make on hold shelf requests to specific item types in specific libraries for a limited number of items in a specific timeframe.’’


    1. please add the all on shelf request policy option include “Request for pick up different library/campus only, no requesting on available holding, no requesting ” to the Term of use “On Shelf Request Policy.”

    2. Hopefully the on hold shelf requests can be counted separately from general requests.

    Thank you.

    1 vote
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  18. Searchable archive of old/completed requests outside active request screen

    Too much clutter in active screen. Would be great if this screen only showed new /pending created requests. The facets to the left would then be more meaningful and useful as filters to find specific requests - those sent to partner, those that overdue etc instead of requests with these statuses being presented within the active request mix

    3 votes
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  19. Make Alma recognize "Primary Identifier" when creating a set of users

    Every time anyone creates an Analytics report on users, if they want it to be usable in Alma via "Create Set," they have to rename the first column of the Analytics report to "Username," which is not a field in the Users subject area in Analytics.

    Make the Alma UI accept "Primary Identifier" as a recognized unique identifier so that we can use it to pull User sets from Analytics into Alma.

    29 votes
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    2 comments  ·  Analytics  ·  Admin →
  20. Add the option to display the Description as a Column in Alma User Accounts, in Loans and Returns

    In Loans and Returns of a User Account, the Description is only available by hovering over the title, with the hover display including the Description and Call Number, despite that Call Number also has its own column.
    We did not even realise the Description was available by hovering until submitting a case, as it is not documented.
    Use case: We have had recent situations where users approach our staff to discuss volumes of a work, we find they have several volumes of the same title loaned, and we must painstakingly hover over each title and work our way down the…

    1 vote
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