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1693 results found

  1. adding titles from community zone to institution zone collection without having to activate community zone collection

    When finding another portfolio that is not in you collection you can today activate and move the portfolio to you IZ collection. Then you have to remember to delete the collection where it was in the first place. Make it possible to add it directly in to your IZ

    4 votes
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  2. Apply physical item template with POL template

    The POL template allows a small number of item record elements to be saved: library, location, material type.
    It would be beneficial to save staff time by allowing staff creating POLs to also select a physical item templates when creating a POL. This would allow setting defaults such as copy ID, item policy, is magnetic, and pieces, that are generally known at the time of order.

    Templates are essential time savers.

    11 votes
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  3. separate work orders from patron requests

    On the results from a physical titles search, each title shows the number of requests pending for that title. This number includes both patron physical item requests and internal work orders. In order to see what requests fall into which category, you have to click on the Requests link and wait for the information to load in the slider pane (this can take some time if the number of requests is large). Then you can filter by request/process type.
    It would be useful for these two categories of requests to be separated from each other. For example, we circulate laptops…

    57 votes
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  4. Visibility that staff is working on a Borrowing or Lending request via facet

    Description

    Enhancing visibility into requests currently being processed by colleagues will significantly improve the efficiency and effectiveness of Resource Sharing Borrowing and Lending operations.

    Please add a facet option to filter out any “free” requests that aren’t being worked on by other staff. By streamlining workflows, libraries can ensure a smoother process, a better client experience, and a more coordinated collaboration among borrowing and lending libraries.

    Alternatively, it could be a note on the request or something similar - a visibility feature that allows staff to better allocate their time by avoiding overlaps and duplicate efforts.

    Impact of Problem

    Our…

    7 votes
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  5. Account for library name when filtering advanced search option ‘holdings: permanent physical location’.

    When performing an advanced search for physical items, holdings or titles, then selecting Holdings: permanent physical location equals, the last box has a drop-down list of all locations to select from, grouped by library.

    On the Items search, when typing into the text box the location list filters by library so that you can then select from the locations within the library. However, when doing the same for a holdings or title search, the list filters by location.

    This is inconvenient for us as there are a number of location names that feature across all libraries, e.g. Main Lending, Reference.…

    16 votes
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    0 comments  ·  Other  ·  Admin →
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  6. Manage Deleted Repository--ability to select and restore a group of records

    Manage Deleted Repository is a helpful feature helps us restore records that were mistakenly deleted. However, it only allows us to restore records one at a time by clicking a "Restore" button next to each record. This is not workable when a large number of records need to be restored. We need functionality that will allow us to select and restore groups of records.

    The Restoring Records Removed or Changed by Jobs functionality (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/020Manual_Jobs_on_Defined_Sets#Restoring_Records_Removed_or_Changed_by_Jobs) does not sufficiently address this need, as it can only restore repository content deleted by a job, not records deleted manually. Also, even in…

    53 votes
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  7. Display all 035$a values for the Record Number column in Table view of Titles UI

    In the new titles search UI, the Record Number field lists only the first listed 035$a value of the record, followed by "and others." This is true for both the record view, where keeping data compact makes sense, and on the table view where one might expect to see more values for repeating data fields.

    If the table view showed all of the 035$a values in the record number column, this would increase the utility of this view, as it would allow staff to recognize OCLC and other system numbers among the list without requiring a click and scroll through…

    12 votes
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  8. There should be a renew option for items checked out to a patron if patron is present with items checked out

    I think there should be a Renew option so that you do not have to scan an item's barcode search your location then search for the barcode. In Sierra there is a renew option where you just scan item barcode and renew it without having to search or go into patron's account.

    2 votes
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  9. Add in function to exclude non -SBN content from ISBN matching in the Alma purchase request function

    Within Alma, the purchase request function does a matching process with local record using the ISBN field (MARC 020 $$a). Unfortunately, whether it is set up using fuzzy or exact, any 020 $$a with a-z text in the field causes an error and prevents the purchase request from being created. This occurs often with older or imported records, where the additional information has not been added to the $$q. The workaround from Ex Libris is to link the bib and then unlink to edit the bib information, removing the non-ISBN information before saving. However, this would mean that the purchase…

    11 votes
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  10. Improve integration between 'Place on hold' in Rialto and Tasks widget in Alma

    If the 'Place on hold' option is ticked when placing an order in Rialto, there is no notification in the Tasks widget in Alma to let Library staff know when an item has arrived. This means we are unable to prioritise the processing of those newly arrived, requested items. If we were to use 'Place on hold' in Rialto, then we wouldn't find out an item had been requested until we happened to scan it in. We would like an integration between Rialto and the requests functionality putting in place to make it apparent to Alma users when items received…

    1 vote
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  11. Make Order Status field available in the Interested In Letter XSL

    We would like additional Purchase Order fields added to the XSL available for the ‘Interested In Letter’ please, specifically the Order Status field. This will enable us to use conditional statements in the letter template so that certain blocks of text can be included or hidden depending on a given field. We take that approach already with other Alma letters. For example, in the ‘On Hold Shelf Letter’ template, we use <xsl:if> statements to draw on the Pickup Location available in the XSL and display different guidance to recipients depending on the location from which they are collecting a request.

    5 votes
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  12. Make all Address Types usable for Personal Delivery

    Only addresses with an Address Type of 'Home' or 'Office' can be used for Personal Delivery. This is a problem for us because the addresses that come through into Alma for each user from our student information system integration are in Address Types ‘Home’ and ‘School’. We don’t use ‘Office’. We are unable to get the systems integration changed for local reasons. We would like to see all Address Types made usable for Personal Delivery, with options in the Request Terms of Use to enable us to show only the Address Types that we use and therefore that we want…

    4 votes
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  13. Improve user blocks functionality to prevent resource sharing requests for users who have resource sharing loans overdue

    Within Alma, it is possible to configure blocks that ensure users who have items on loan and overdue are unable to place any more requests until the items have been returned. However, it isn’t possible to apply blocks in a more granular way, such as to prevent a user who has resource sharing items on loan and overdue from placing any more resource sharing requests. It is not our library policy to prevent users with items on loan and overdue from requesting anything else until they have returned their overdue items, so we cannot apply blocks to encourage people to…

    36 votes
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  14. Improve reloan limit functionality to allow restrictions by Material Type

    If a user returns a laptop to one of our laptop lockers and there is another laptop in the locker already, they are able to borrow that other laptop straight away. This is despite us having a reloan limit in place to prevent an individual borrowing a 1 day loan laptop until 30 minutes have passed and a 1 week loan laptop until 24 hours have passed. Unfortunately, as the laptop locker supplier stipulates that each laptop requires an individual title record in Alma and the reloan limit works on the basis of title, the limit we have set is…

    11 votes
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  15. Enable creation of individual patron blocks for loans of specific material types

    If an institution needs to prohibit an individual user from borrowing a particular type of resource temporarily, e.g. placing a temporary ban on laptop loans for that person, then there is no way to block them from borrowing items of that specific material type without preventing them from borrowing everything else as well. As a result, we are unable to apply blocks in exceptional circumstances, such as with our laptop loans service, because the block would be disproportionate and prevent the user borrowing any physical items at all. The only workaround would be to have a ‘Blocked’ user group configured…

    31 votes
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  16. Enable sending of emails to non-preferred email addresses

    Currently, when contacting users using the Update/Notify Users job in conjunction with the User Notifications Letter, the process will only send to the preferred email address in the patron record. For our former students whose patron records have expired in Alma, this means that the notifications go to their student email address to which they no longer have access.

    To contact our former students once their Alma account has expired in line with university IT regulations, we have to take their unique identifier out of Alma and contact them using a separate external system. This entails a lot of extra…

    6 votes
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  17. Auto Populated Copy ID Number Added to New Item Records

    I'd like to propose streamlining the Alma item record creation process by enabling automatic population of the Copy ID field with "1" for new items. The system should also allow for easy modification of this default value for subsequent copies (2, 3, 4, etc.).

    Currently, the manual entry of "1" is often missed, leading to errors and requiring time-consuming batch corrections. Implementing this auto-population feature would significantly reduce data entry time and the need for monthly clean-up reports, ultimately improving efficiency and data accuracy.

    This idea was previously suggested by Leona Hughes on June 24, 2020, but was closed: (Automatic…

    13 votes
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  18. Retrieve metadata available in MARC-XML also in JSON

    When requesting "bib", all metadata should be available as JSON. Most fields are by now represented as a MARC-XML string, bundled into a field called "anies".

    1 vote
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  19. ADD RECORDS TO SETS

    Be able to add selected records to a set that's already created. There is often multiple ways to find records that are part of a group. It seems there's no ability to do a search and select records to add to a set that's already in existence. This could also help if multiple people are trying to find a large number of records that could belong to one set for export or modification.

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  20. Increased efficiency thanks to new “Send externally” field in CZ update

    The additional “Send externally” field in the CZ update increases efficiency and communication within the library and with external partners and is structured in the same way as the “Report to Ex Libris” field. This allows messages to be sent directly from ALMA, eliminating the need to copy information. This reduces errors, saves time, and minimizes manual effort. Faster processing of requests and better coordination between departments and partners increase service quality and satisfaction and make the library forward-thinking.

    This option includes the following fields:

    1. Sender (automatically filled in by ExLibris based on the login)
    2. Field for entering the email…
    15 votes
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    1 comment  ·  Other  ·  Admin →
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