Alma
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1880 results found
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Add "General Notes" at the collection, service, and portfolio levels to Analytics
Please add the following note fields to Analytics:
Electronic Collection:
- General notes (multiple entries)
Electronic Service:
- General notes (multiple entries)
Electronic Portfolio:
- General notes (multiple entries)Why is this necessary?
You can search for many fields in Alma itself, but not all of note fields can be exported from Alma. But this is particularly important for note fields!Thank you very much in advance!
Note: this is a follow-up idea to:
Add "General Notes" at the collection, service, and portfolio levels as indexable/searchable fields
https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/46387843-add-general-notes-at-the-collection-service-an86 votes -
Pin your favourite vendors
We would like the ability to 'pin' favourite vendors to the top of the Search Vendors list.
Staff are going into a couple of vendor records to occasionally run manual EDI import jobs. Rather than search for the vendor (which brings up the 'Search Vendors' screen) and then click on the vendor, staff want to be able to enter the Search Vendors list by clicking on a bookmarked link (which is currently possible), and then see their favourite vendors at the top of the list (which is currently not possible).
1 vote -
Please create a new electronic collection: Liverpool University Press Modern Language Package
Please create a new electronic collection: Liverpool University Press Modern Language Package
Bulletin of Hispanic studies. Liverpool University Press: Full Text ISSN: 1478-3398
Bulletin of contemporary Hispanic studies. Liverpool University Press: Full Text ISSN: 2516-8037
Australian journal of French studies. Liverpool University Press: Full Text ISSN: 2046-2913
Catalan review. Liverpool University Press: Full Text ISSN: 2053-339X
CFC intersections. Liverpool University Press: Full Text ISSN: 2752-5538
Contemporary French civilization. Liverpool University Press: Full Text ISSN: 2044-396X
European journal of language policy. Liverpool University Press: Full Text ISSN: 1757-6830
Journal of romance studies. Liverpool University Press: Full Text ISSN: 1752-2331
Journal of…3 votes -
Add option in Analytics to report on user notes that are set to pop up note
Alma does not currently offer the ability to use Analytics to identify user notes that are set to pop up. We would like to be able to more easily identify these notes that are set to pop up to prioritize them during a user note clean up project.
8 votes -
Interface field "Admin Documentation" - Extend default display size
The Interface field "Admin Documentation" contains often a lot of text which covers several rows.
In order to read the content of the field more quickly without scrolling, It would be helpful if the default display size of the field could be extended - ideally to four rows instead of two.
7 votes -
Make "Change expected date"-button available for unclaimed PO lines
Currently, the function “Change Expected Date” is only available, when a PO line is in claim.
However, it happens often, that vendors announce a delayed publishing date before a POL is claimed. It would be very practical, if in cases like these, the expected date could be changed via the button "Change Expected Date" as well, instead of having to open the POL > Edit > Change date > Save.
It would save a few clicks and allow us to use the same workflow for the same task.
10 votes -
Tasks menu – customising display options.
UNSW Library are proposing that libraries can determine the options in the Alma Tasks menu “Citations” and “Reading Lists” display.
In Alma the Tasks menu displays as a widget or clipboard icon. (See screenshot)
The Tasks menu is an important feature for monitoring Citation/Reading List statuses. Over the years we have created local statuses and would like to build these into the display. As well as remove those statuses we do not need to monitor.
The benefit of this customisation allowing a library to configure these displays improves processing workflow.
23 votes -
Add Close Note to the Change PO Lines Status job
We would like to add a Close Note when running the Change PO Lines Status to Close orders. Currently we can add a Cancellation Note but if we CLOSE a batch of orders (essentially cancelling continuation orders that have had receipts), there is no way to add a general note that populates all order lines. We have to manually add a note to each order.
1 vote -
Combining "Request Type", "Work Order Type" & "Process Type" in a single analytics report
We'd like to retrieve a full list (with breakdown of all Work Order Type, including withdrawn, display, missing, not for circulation items…etc) of physical records by Material Type, Word Order Type & Process Type via Analytics. However, only part of records can be retrieved currently after combining Process Type & Work Order Type together. After consulting Salesforce, it is confirmed Analytics do not support to combine these fields together in a single report. It's crucial to enable combining these fields in a report as library always need to review the figures of each Work Order Type & Process Type, not…
12 votes -
Overview of linked bibliographic records in chronological order
When cataloging, it is beneficial for catalogers to view an overview of linked bibliographic records in chronological order, rather than solely in alphabetical order. This pertains to the presentation after selecting F3 - view - bibliographic records. Currently, there seems to be no option in Alma to change this presentation. While it is possible to search from authorities outside the Metadata Editor, this process is more time-consuming.
Catalogers can work more efficiently if they can quickly determine whether an author/corporation, etc., is the correct one. Being able to promptly view the most recently published editions aids in this process.
As…
1 vote -
Add Bursar Transaction ID dimension to Fines and Fees Subject Area in Analytics
Bursar Transaction ID is a critical data element when an institution uses a Bursar integration profile to export fines/fees and import payments. We recently implemented this integration and are looking at ways to reconcile Alma transactions with data extracted from our bursar. If Bursar Transaction ID were present as a dimension in Analytics, this would be much easier. It should be added.
18 votes -
Preferred term correction - $3 (materials specified) reordering
Preferred term correction reorders $3 (materials specified) in authority MARC fields gets reordered from the beginning of the field to the end of the field. $3 (materials specified) is meant to be at the beginning of the field for the purpose of display in library catalogs at the beginning. It seems that the preferred term correction is just moving it to be in numeric order. Taking time to correct this afterwards is unnecessary and should not be reordered in the first place. It should be added to the preferred term correction function not to reorder $3.
1 vote -
Display collection "Public Name" instead of "Public name (override)" in Import Profile Details
We repeat the use of "Public name (override)" to aggregate several local collections under the same heading in our discovery layer. In the example I am dealing with, we use "Project Muse eBooks", but have separate collections for each year of titles. The import profile that we use to load these titles displays the override name, which means that I am unable to tell which collection we are loading into without editing the profile and selecting a collection anew.
I would love it if we could use the "Public Name" of the collection in Inventory Information tab of the import…
27 votes -
Renewal Hour and Renewal Time in the Renewal Date folder on Fulfillment
Hello,
Some days ago one of our libraries asked for some hourly fulfillment reports. I then noticed that the "Renewal Date" folder does not have a "Renewal Hour" nor a "Renewal Time", as most of the other date folders have. Is it possible to add a "Renewal Hour" or "Renewal Time" to the "Renewal Date" folder?
Regards,
Oberdan
1 vote -
Enable us to display items in an "Unavailable" location type as Unavailable in Primo
We need the ability to show items that are assigned to a location with Type = UNAVAILBLE to show as unavailable in Primo
The primary use cases that prompt this idea are:
1. A library is closed for renovation and the items are inaccessible to staff and patrons, but the items must still be discoverable so that patrons can be directed to Resource Sharing in Primo.
2. Portions of a collection are temporarily inaccessible to staff and patrons, and the items are assigned to a temp location, but must still be discoverable so that patrons can be redirected to Resource…14 votes -
RS - Copy Request Note to Request Cancel Letter as well wheb Converting Borrowing requests into patron physical item requests
The idea of
Converting Borrowing requests into patron physical item requests
has been implemented in 2019 (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201902BASE).
Request Note is copied in the Note field of the request.However it would be great that, after a successful 'View local resources' the request note could also be copied to a Note field in the "Ful Cancel Request Letter" automatically received by the user, thus letting the user know more specific info we usually write in the request note. For example, we write there an additional link to the resource we might have found, Having that automatically in a Note…
15 votes -
Overdue notifications
If a user has an overdue notification fee the title of the book for which they got the fee is not mentioned in the Titles colum of the Fines tab on the user record. If it was it would help us explain the fine to a user looking for an explanation at the counter. Can this be fixed?
3 votes -
Allow groups of partners to be selected in rules tables by rota template or other attributes
We are a large university, with many resource sharing partners. We would like to set up rules concerning certain groups of partners, e.g. we charge more for sending physical items internationally due to the cost of postage, and want to set up Shipping Cost rules to reflect that. Unfortunately, it seems like the only way to do so is to select "partner" as a parameter and select each partner individually.
We would like to be able to select all partners with particular attributes, e.g. all partners in a particular rota template, or all partners using a system type. This would…
3 votes -
title and other variables in email subject field
We would like to include variables in the email subject line for emails to make more sense to patrons. When patrons see generic email headings, they tend to see the email as 'noise' along with other institutional email clutter. However, when patrons see a title that is personally relevant to them when they scan their inbox, they are much more likely to open and read the message.
We are asking Ex Libris to consider using the same syntax of @@variable_name@@ as a method to include variables in the subject field of the email. Please consider:
title
requestID
requesttype9 votes -
Delete bibliographic records - Limit Match of Bibliographic Records to a Specific Electronic Collection
In scenarios where a vendor has provided ISBNs of titles they have removed from an e-book package but it is likely that the same titles are included in other e-book packages, it would be good to be able to limit the deletion to a specific electronic collection. This feature would have to recognise to only delete bibliographic records matching a specific collection where the records do not have active portfolios belonging to other electronic collections. Use case: ability to batch delete locally held e-book records from vendor A only if they are NOT also part of vendor B’s e-book package.
…
1 vote
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