Alma

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  1. Identify headings linked to authority records in Simple Record View

    I frequently consult the Simple Record View page of bibliographic records when working on the Authority Control Task List. This view, however, does not indicate which headings are linked to authority records and which are not. The only place in Alma to confirm this is through the Metadata Editor.

    This proposal recommends adding a marker (such as the binoculars icon found in the Metadata Editor) to those fields in the Simple Record View with headings linked to authority records. This would save a step in the Task List review process, not to mention being helpful to any Alma user looking…

    1 vote
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    • Description Templates -- Create reference table for months and seasons

      Hi,

      I'm wondering if it would be possible to create some sort of reference table for the months and seasons. This would be for use in the description templates. Then we could use MM, MON, and MONTH (for example), to indicate whether the two digit code in the particular Chron field should be displayed numerically, as the standard abbreviation, or spelled out.

      Having such a table would mean that for each type of pattern a single template could take the place of the 12 or 16 we have to create now.

      This would be much more efficient right off the…

      6 votes
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        0 comments  ·  Other  ·  Admin →
      • Make it possible to create a custom search box that will search only one library in Alma and keep the filter in subsequent searches

        We need the ability to limit our elementary school students to search the elementary library only so that they cannot access college level resources in their searches.

        3 votes
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          0 comments  ·  Other  ·  Admin →
        • For publication year search option, replace symbols ">" ">=" "<" "<=" with the wording-- or add behind the symbols.

          The publication year search option drop-down list includes "Equals," "In," "Not Equals," and "Not In"-- and the SYMBOLS for less than, more than, etc. Replacing the symbols with the wording would add consistency (as well as clarity for those of us who haven't had a math class for, ahem, several decades). For example, replacing ">" with "Greater Than" and replacing ">=" with "Greater Than or Equal To."

          Alternatively, add the wording behind the symbols when only the symbol is listed, and add the symbols when there is only the wording.

          1 vote
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            0 comments  ·  Other  ·  Admin →
          • Blocking borrowing requests on books published within the last year

            With an active automatic rota for books, borrowing requests sent from Primo to Alma are automatically sent to partner. This applies for books published within the last year as well. Before we activated the autoROTA, we would usually change most of these borrowing requests into purchase requests and place the patron on a waiting list.
            New books requested by a patron are often items we want to purchase ourselves, and not spend money on borrowing from our partners in addition. With the autoRota there is no way for us to block these borrowing requests from being sent.

            We would like…

            92 votes
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            • 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:

              1. 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…

              51 votes
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              • Add the "Public note" of the item to the PNX record

                The content of the item field "Public note" will not be published to Primo. We want to index the public note in Primo but the field is not transferred to the PNX record.

                1 vote
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                  0 comments  ·  Other  ·  Admin →
                • manual orders: adding the possibility of selecting/deselecting the POLs for an invoice

                  a. an invoice arrives:
                  b. as very often is the case, it is referred to only a few POLs of a big PO (a PO containing a lot of POLs)
                  c. we use the function “create invoice” with parameter "invoice from PO";
                  d. all the POLs are automatically assigned to the invoice, then you have to choose the relevant ones, and that’s OK.
                   In order to choose POLs, it should be necessary to have the possibility of selecting/deselecting the POLs with a check: now it is not possible, and you have to cancel the POLs one by one: this…

                  3 votes
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                  • Manual orders for physical items: selecting more than 20 POLs for a manual PO

                    1. first scenario:
                    a. you enter a number of POLs bigger than 20 (same library and same supplier),
                    b. then you want to make a single manual PO of them;
                    c. from the “acquisition” menu, you choose “package” (in order to make a PO),
                    d. the whole POLs list is visualized, and that list occupies more than one page (one page contains up to 20 POLs):
                     you have no way to select all of them (not even with “select all”): any selection is valid only for the active page, and gets lost when you change page;
                     you have…

                    3 votes
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                    • Ability to make the option suppress from discovery and Don't publish to WorldCat default in Metadadata Editor templates

                      In cases whena a library manages collections that should not be visible in PRIMO or in WorldCat, it would be of value if Metadata Editor Templates could be configured so that suppress from discovery and Don't publish to WorldCat is set as default.

                      4 votes
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                      • Configurable item lists

                        In the several item lists we need to display several columns. In the item list "Item - in department" we need for instance columns for the item fields.

                        In the different lists something else should be displayed.
                        There for the different work steps different displays are needed.

                        It would be best to configure which columns per list we would like to see. Thereby we need more fields from the Physical Item Editor (or for other editors) that we can configure for display in the list.

                        1 vote
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                          0 comments  ·  Other  ·  Admin →
                        • Put oclc number as the first oclc number in the Network number in analytic reports

                          When a bib record has 035 and 775 which has an OCLC number, in an analytic report, the 775 number is the first OCLC number in the Network number column. But if a record only has 035 subfield a and z, then the OCLC number for the resource is the first OCLC number in the Network number column.

                          When we are doing an analytic report retrieving the OCLC number, we are only interested in the OCLC number of the resource, not its the OCLC number of its other edition (755). This confusing order of resource OCLC number makes this Network…

                          3 votes
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                            0 comments  ·  Analytics  ·  Admin →
                          • Allow data from the POL notes to inform/be inherited by the portfolio notes.

                            Our Acquisitions process currently allows for receiving e-book purchase option information (platform and use model) from a vendor via POL notes. We would like this information to be inherited by the e-inventory in the notes field of the portfolio. There is currently no way to get that information out of the POL, and it is needed in the porfolio to streamline workflows.

                            12 votes
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                            • Improve how Alma selects libraries for internal requests

                              We are 1 institution on Alma/Primo, our organisation is NHS Scotland. We have libraries from different NHS regions (or health boards) each linked to a particular campus.

                              When a patron requests an item on Primo and selects the pick-up location they belong to, Alma checks to see if that particular library can fulfil that request.

                              Thereafter it will just select randomly from the list of other libraries to fulfil the request.

                              The issue we have is that a library from the same campus may be able to fulfil that request but Alma may select a library up to 150 miles…

                              4 votes
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                                0 comments  ·  Fulfillment  ·  Admin →
                              • Anonymize resource sharing requests when rejected by last partner in rota

                                A borrowing request that is rejected by partner is considered as a completed resource sharing request, and therefore is included in the anonymization job that deletes user information in a RS requests (Fulfillment job > Anonymize resource sharing requests). This causes several problems for how the BIBSYS Consortium handles resource sharing:

                                1) A borrowing request that is rejected by partner is not considered as complete in the way the consortium handles resource sharing. Even when the last partner in the rota rejects the request, we still want the borrowing request to be active. If no partner within the consortium can…

                                0 votes
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                                • Recent searches fine tuning/disabling

                                  Hello,
                                  customizing the number of results of the "recent searches" returned in the new UI would be a great thing.

                                  Now on our Alma it seems limited to the last 10 searches.

                                  As some people seems to prefer the old browser cache, it would be a great thing too the possibility of eventually disabling it.
                                  .
                                  Thanks,
                                  Fabiano

                                  13 votes
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                                    0 comments  ·  Other  ·  Admin →
                                  • Want to view more of a bibliographic record when editing without having to scroll

                                    There is currently quite a lot of unused space above and below a bibliographic record. It would be great if I could drag the bottom of the bibliographic record down further when I am editing so that I can view as much of the record as possible at once.

                                    9 votes
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                                    • Change color of NZ icon to distinguish from the CZ icon

                                      The new Alma UI has made the NZ icon and CZ icon the same color and very difficult to distinguish from each other. The previous interface had different colors for these icons, which made it very easy to distinguish them. Please change the color of the NZ icon so that at a glance we can easily distinguish it from CZ records.

                                      42 votes
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                                      • Make the "General Mail" feature more customizable

                                        On the "User Details" screen in Alma, there is a "Send Message" function. If "General Mail" is selected, any message that is composed shows up as "ILL_EMAIL_TO_USER_longstringofnumbers" under the user's Attachment tab. Unlike other letters, this is saved as a "text/plain" type, requiring the file to be downloaded before it can be viewed. It would be nice if this attachment type could be renamed, or given a more descriptive title than "ILL_EMAIL_TO_USER," especially as it is generated from within the User Details screen and not via Resource Sharing or ILL.

                                        1 vote
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                                        • Enable/disable letter activity at the Library Level

                                          Currently it is only possible to enable and disable letters at the institution level.

                                          Initially Alma documentation said this was possible:

                                          "The Letter Activity mapping table (Configuration Menu > General > General Configuration > Letter Activity) lists all of the letters and enables you to enable/disable them for an institution or a library."

                                          However this was a "documentation defect" and you can only toggle letter activity at the institution level.

                                          We would like to disable the "FulCancelRequestLetter" from our Resource Sharing Library and see the ability to turn on/off letters at the library level as desirable functionality.

                                          3 votes
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                                            1 comment  ·  Fulfillment  ·  Admin →
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