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3099 results found

  1. Export funds from a PO Line

    Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
    We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface

    2 votes
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  2. Mouse cursor after save

    In the Meta data editor after "save", the cursor goes to the LDR field. It would be nice if the cursor will go to the search of Alma.

    1 vote
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  3. Add option to import records as standalone upon multi-match

    In the "Automatic Multi-Match Handling" section, under the option "Choose a conclusive action in case the above selected criteria result in multiple records," I'd like to be able to select "skip and import record as standalone." I still want the record, but it doesn't know which record I plan to overlay. So, I must manually resolve the issue. It's an extra step to go back into the job's history, download the record it rejected, and reload it as standalone.

    3 votes
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  4. Option to restore Temporary Item Policy and Temporary Location when item is returned from Resource Sharing.

    Issue: For items that have a temporary item policy or temporary location there should be a way to revert these temporary statuses when the items are returned from a Resource Sharing loan.
    When items with these temporary designations are loaned via Resource Sharing Alma applies the Resource Sharing temporary statuses. When the items are returned the Resource Sharing statuses are cleared but library staff need to be able to direct items back to their temporary location. There are many instances when materials that have a temporary status are loaned via Resource Sharing (as we want them to be) but when…

    1 vote
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  5. Filter OUT cancelled PO Lines

    Provide a facet to filter OUT cancelled PO Lines in the PO Line view. We have a lot of cancelled PO Lines with the same title as existing PO Lines, and it is confusing and time consuming to find the 'active' PO Lines. It would help us tremendously if we could filter OUT cancelled PO Lines, perhaps even by default.

    3 votes
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  6. Add interested user to order template

    We would like to add the ability to save interested users to the ordering templates. This will save us a lot of time and clicks.

    3 votes
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  7. Digital Loans

    It would really be helpful to have a tab or include borrowed digital books under patron loans so that its easy for them to renew or see what digital books they borrowed and need to return.

    Currently there is no ability for a patron to see what digital books they may have borrowed and need to return.

    3 votes
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  8. Streamline PO Line Renewals &

    For PO lines for subscriptions that will be renewed, currently the funding, date, and cost information fields need to be manually changed for each term of the subscription. It would be helpful to be able to duplicate/indicate the new information for each year/term period and retain the old info for analytics/reporting, calculating increases, etc. If rollover functionality were to be added for the funds(s) and dates based on the term details, that would also be fantastic.

    0 votes
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  9. Finished claiming job does not give the library the option to check which vendors received a claim letter

    When a claiming job is finished running in Alma you can view “events” from the finished job. This gives a line for each claim processed in the job, and lists three different identifiers: JOBID, POLINEID and VENDORID. None of these identifiers are searchable for the library, and the library then have no option to control what letters were sent in that specific job. If the identifiers listed in the job events were changed to the PO line reference and the vendor code the library would have the option to find the relevant POL and vendor and…

    1 vote
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  10. Notes on bibliographic records should open as a pop-up message when a user starts editing the record.

    We have the option to add notes to bibliographic records in Alma which are only visible in the metadata editor. This is found under record actions – add note. The option to add notes here is very practical, but it is easy for the cataloger to ignore the note. To make the note harder to ignore it should open as a pop-up message when you first start to edit the bibliographic record in the metadata editor. This could be added as a feature that each library could turn on or off in their configuration menu.

    1 vote
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  11. Ability to change barcodes directly from the list of items (under Receive – One time / Continuous - Manage items)

    In the list of items in the receive screen it looks as though barcodes are editable directly from the list, this is not the case, as you manually must edit each item to change the barcode. It would mean less clicks if you could edit the barcode directly from the list, it would also be less confusing since it in the current design looks as if you should be able to do this. In the current design you can edit the text in the barcode field in the list, but any changes are not saved.

    If the ability to change…

    1 vote
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  12. Creating expected items in status acquisition without using prediction pattern

    In the current workflow for periodicals, when using predicted items, there is no easy way to add just one predicted item. This means that if we make a mistake or there is a change in the publication pattern, for example we receive the wrong item/delete the wrong item, or that a periodical is published as a combined issue (ex: issue 2 and 3 together, as number 2/3 2023), there is no easy way to fix it. We must then create predicted items for that whole year again which involves editing “next predicted item information” in the metadata editor, opening and…

    1 vote
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  13. Notes, expected receiving date and storage location ID for items should be visible in list view

    When searching for physical items in the repository search it would be practical for a note field to be visible from the search result list. In advanced search for physical items, you can search for internal note 1-3, statistical note 1-3 and public note, it would save time if you could see these without editing each item. Using the existing option for adding and removing columns in the repository search (manage column display) you should be able to choose which of these fields you would like to be visible. These fields should then be included when you download an excel…

    1 vote
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  14. “Run a job” and “Create itemized set” should be available from the list of Purchase order lines

    When you are in a list of items on a bibliographic post in Alma you have the option to checkmark several items and choose “Manage selected” – “Run a job” or “Add to itemized set”/”Create itemized set”. Now that we have the list “All PO Lines” and can checkmark POLs in the list, it would be practical for these options to also be available for PO lines. Currently you only have the option of creating a logical set (if you add filters to the list) from the list “All PO Lines”. This would make it easier and quicker to run…

    1 vote
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  15. Order of action buttons in the POL

    In the new PO line interface, the action buttons available when creating a POL is not in a practical order, which causes a lot of our staff to press “save” instead of “save and continue”. This causes the POL to remain in status “in review”. The user also must use more energy to locate the correct action button. We have two different suggestions for solving this:

    1. Move the actions “Save and continue” and “order now” to the right part of the menu line and have this be marked in a stronger color than the other buttons. In the current design…

    1 vote
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  16. Ability to aggregate claims to one vendor should be made available for Legal deposit

    For the acquisition method “Purchase” the letter “PO line claim letter” is used, for the acquisition method “Legal deposit” and “Legal deposit - without letter” the “Legal deposit claim letter” is used. For the “Purchase” acquisition method an additional claim letter is available “PO Line Aggregated Claim Letter”, which in the event of there being more than one claim to the same vendor aggregates these into one letter. The same is not available for legal deposit. This means that when we have one large vendor (ex: supplier delivering on behalf of many different publishers), which is common for legal deposit,…

    1 vote
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  17. Add filter for presence of POL to electronic collections portfolio lists

    Currently, the only way to determine which portfolios in an electronic collection have an attached POL is to export the portfolio list and check column Z "Orders" in the Excel file. You must then search each portfolio individually to act upon its POL. A filter in the portfolio list for "POL attached" would be much more efficient.

    1 vote
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  18. Add sync option to Alma sandbox environment

    Could we add a 'Sync' button on each configuration page to apply changes from the sandbox environment to the production environment?

    This would be beneficial for modifications like CSS changes, terms of use, fulfillment rules, mapping, etc., and it would reduce the risk of human error during the transition.

    Also, having a sync option from the production environment into the sandbox environment would be great for troubleshooting possible issues.

    Thanks.

    6 votes
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    0 comments  ·  Other  ·  Admin →
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  19. Add support for System for Cross-domain Identity Management (SCIM) standard

    System for Cross-domain Identity Management (SCIM) is a standard for automating the exchange of user identity information between identity domains, or IT systems. Supporting this standard would allow for better automation and SIS integration for institutions using Alma.

    https://en.wikipedia.org/wiki/System_for_Cross-domain_Identity_Management

    3 votes
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  20. Monitor Requests & Item Processes - Library Independence

    It is possible to cancel processes at libraries that you do not have any role at using the Monitor Requests & Item Processes screen. A cancel button appears next to every request.

    Patron physical item requests are correctly only visible based on your role but other processes such as work orders are visible and cancellable by all staff with access to the Monitor Requests & Item Processes page.

    Visibility is not a problem as the data isn't private, but the ability to cancel a process should be limited by the scope of the role.

    3 votes
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