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1750 results found

  1. Add "VAT Percentage" to Analytics

    Currently there is no way to get the VAT percentage of an invoice or invoice line in Analytics. There is only "VAT Code %", but this is useless for institutions that don't use VAT Codes.

    (see also cases 06640702 and 06605754)

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
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  2. Optimisation of reminders and overdue letters (anti-phishing)

    The reminders and reminder letters sent to patrons currently often end up in upstream spam filters of the mail providers. If this is not the case, we regularly receive feedback that they considered some of the automated notifications to be spam or phishing mails.

    On the one hand, we would like to be able to optimise the automated notifications so that they are less automatically classified as spam according to today's standards. Ideally, Alma would already take common standards into account. On the other hand, we would like to see the possibility to personalise the notifications more and, for example,…

    59 votes
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  3. Select partners from multiple pages when adding to rota or template

    When adding partners to a borrowing request rota or rota template, you have the ability to add multiple partners at the same time but only if the partners appear on the same page of the partner pick list. Whenever you move to a different page of the pick list, selections on the previous page are lost.
    Alma already has the ability to remember selections across multiple pages in other functional areas (e.g. selecting portfolios for activation from a CZ collection).
    It would make creating a rota more efficient if this ability could be extended to the add partners list.

    12 votes
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  4. PO Line: missing identifiers ISBN/ISSN/ISMN etc.

    Please list all identifiers in the PO Line.

    See the following examples:
    Data in the bibliographic record --> data in the PO Line XML file

    Example 1:
    020 __ |a 9783702404727
    024 2_ |a M008027376
    --> PO Line - XML: only content of 020
    <identifier>9783702404727</identifier>
    <identifier_type>ISBN</identifier_type>

    Example 2:
    024 3_ |a 730099129329
    028 52 |a 8.551293
    --> PO Line - XML: empty identifier
    <identifier></identifier>
    <identifier_type></identifier_type>

    Example 3:
    020 __ |a 0415462444 (pbk.) |c £24.99
    020 __ |a 9780415462440 (pbk.) |c £24.99
    020 __ |a 0415462436 (hbk.) |c £70.00
    020 __ |a 9780415462433 (hbk.) |c £70.00
    --> PO Line - XML:…

    78 votes
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  5. Add preferred pronouns field to contact people tab information in vendor

    In the 'Contact people' tab of a vendor record, there is currently no option to add the preferred pronouns of an individual. There are preferred name and gender options but no where to record the pronouns they prefer.

    vendor interface > Contact people > Add contact > Contact details.

    4 votes
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  6. Allow customization of the Notify User check box in Confirm Request Cancellation box.

    Current default is that this item is checked, however with local processes, we would prefer not to automatically notify the patron in most circumstances. It would be better for us to opt-in than to opt-out.

    1 vote
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  7. Ability to add local notes for bib record when creating POLs

    It would be nice to be able to add a local note which will become part of a bibliographic record when ordering/creating POLs-- without having to create the POL, then go into the bib record to add a note.

    Currently, when creating POLs for multiple items needing notes, this can get very "clunky" with many additional steps.

    Currently, one has to bring the record back up by deselecting Order lines and changing to All titles, find then edit, save and release the bib.

    Some examples of local notes that would "transfer" to the bibliographic record: 590__ Written by Professor Plum.…

    1 vote
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  8. Provide better bib relinking functions

    Provide better relinking functions. For example, when I need to move all the items (with multiple holdings) to another record, I need to transfer one holdings record at a time. It would be nice to be able to select the holdings records we want to move and relink them one time. Also when we are moving course reserve holdings from a short bib record to a full bib record the reading list does not update to the full bib record. I have to go into the reading list and remove the old bib and attach the new bib record to…

    6 votes
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    0 comments  ·  Other  ·  Admin →
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  9. Adding the borrower code stats to the patron detailstable in the fullfiment subject area

    The fullfiment subject area contains several tables related to the readers who borrowed the document including the "patron details" and "borrower details" tables. According to the documentation the data stored in the patron detail table are the characteristics of the reader at the time of the transaction. The "borrower details" table stores the characteristics of the reader at the time of the request.
    It would be useful if the patron statistical codes were stored in the "patron details" table so that they can be historized.
    Indeed, like many other libraries, we use these statistics to identify the academic department of…

    7 votes
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    0 comments  ·  Analytics  ·  Admin →
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  10. Add "Price paid" field to POL form

    Adding a "Price paid" field in the Pricing area of the Purchase Order Line Details form-- and/or making the Net price per copy box accept text input-- would be helpful for invoices/receipts that only include the price paid.

    Currently one needs to calculate the Discount (amount) [or Discount (%)], which may also include looking up [current] List price before subtracting the amount paid to calculate the discount.

    (Speaking of current List price, if this could somehow be "grabbed" to automatically populate the list price field, rather than needing to look up the information and manually input the amount, that could…

    2 votes
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  11. Disputed fine to trigger a task

    It would be good if Alma could trigger a task or notice to staff or supervisors responsible for dealing with disputed fines when public service staff mark a fine as such.

    1 vote
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  12. Add "credit" to Fees and Fines subject area

    Users want to create reports that show credits issued by which operators, the date and amount of the credit, who the credit was issued to and what the credit was issued for.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
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  13. Include column for Bin number in SIP2 Bin Configuration Rules

    It would be very helpful to see the Bin number available in the columns on the SIP2 Bin Configuration rules overview screen as currently, each rule must be accessed individually to see the associated bin, which is a fundamental part of the rule.

    1 vote
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  14. "Purchase Request Status Letter": take the sender from library address

    The "Purchase Request Status Letter" takes the sender from the label "addressFrom" on the Letter configuration.

    We would like to suggest that the sender for this letter would be taken from the email address of the library that manages the request.

    This behaviour already exists for other acquisition letters, for exemple the "Interested In" letter.

    11 votes
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  15. Require a better fines and fees summary report

    Would like to see an actual report that summarizes the days transactions by transaction type (one line each for fines, lost payments, processing fees, etc., inlcuding the total number of transactions and amounts) in one section and then a summary of transactions by payment method (# of transactions and the total), with a line for the grand total. An itemized list of transactions would not be required as staff generally just need the totals to balance at the end of the day/shift. While something like this can be built in analytics, that data is not available until the next day,…

    3 votes
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  16. Add "Status" to user searches

    There is no current method for adding "Status" to the list of available selections when running a User search in Alma; as such, the only way to find a list of active users is to either use the filter provided post-search (the selections in which are "All," "Active and not expired," and "Not active and expired") or to use Analytics.

    However, these filter options exclude searches for users who are both Active and Expired, and using Analytics to create a report for this result requires multiple steps to set up before you can get a result (and subsequently run jobs…

    8 votes
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  17. Add configurable Electronic Material Type field to Electronic Collections

    Electronic Material Type is only configurable at the portfolio level, not the electronic collection level. In many cases, all the portfolios in an Electronic Collection share the same material type. Electronic Material Type should thus be configurable at the Electronic Collection level and inherited by all portfolios in the collection, indexed in Alma searching, included in Alma Analytics, included in the portfolio Extended Export, and modifiable using the Change Electonic Collection Information job.

    With the addition of this field, libraries could assign appropriate Electronic Material Types to all our collections (except those that are a mix of material types, which…

    1 vote
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  18. Kbart autoholdings - Cambridge

    Vendors who advertise kbart autoholdings but Alma currently does not support it. Can we vote to have Cambridge added?

    49 votes
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  19. Apply different Physical Item Sort Routines to different material types

    It would be useful to to apply a different sort routine to different item formats. So for example, we'd prefer books to sort by description ascending, but journals to sort by description descending.

    21 votes
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  20. Make it easier to create sets of courses

    The only way to create a set of courses is to get the course IDs from analytics.

    This is a problem for Sandbox where we have no access to analytics - especially for those of us with generic data.

    eg...
    1. Include the course ID when downloading a list of courses to Excel with All Fields selected (and make the course ID an option to view in the table.
    2. Enable save and create set when viewing a list of courses
    3. Enable course code to be used when creating a set

    This would be very helpful now that we…

    13 votes
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