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1744 results found

  1. Alma user mgmt: Ability to add role profiles to a set of users

    Currently you can add roles to a set of users as per http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_add_a_role_to_a_group_of_users%3F. However, if you want to add multiple roles you have to run the job multiple times and potentially for different scopes each time.

    It would useful to be able to apply role profiles to a set of users, as you can predefine many roles in a profile.

    17 votes
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  2. Loan Transfers Between Patron Accounts

    Sometimes we find ourselves in the situation where we need to return a loan from one account over to the account it should've been loaned out to.

    It would be great if we could have some kind of loan transfer option that would keep the original loan date and due date that's on the incorrect account.

    23 votes
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  3. Proxy/Principal User Search

    (I'm not sure the best term, so I'm using "principal" to refer to the person a proxy is acting on behalf of)

    It's possible to view a list of principal patrons that a patron is a proxy for from within the proxy's user record (the "Proxy For" tab).

    It's not possible to view or search for patrons that are proxies to a principal patron.

    Examples:
    1) Alice and Bob are known proxies for Chad.
    I can open the Proxy For tab for Alice and Bob, where Chad will be listed for both.

    2) Chad has several proxies, but it's uncertain…

    82 votes
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  4. Subscription interval field in Analytics

    Adding the Subscription interval field in PO Line to the Funds Expenditure subject area in Analytics. This would allow reporting based on the frequency of a serial.

    70 votes
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    2 comments  ·  Analytics  ·  Admin →
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  5. Producing the shipping forms by supplier

    Each time a request has been marked "Ship" or "Return", the request details will be collected on a "Shipping Form" (by supplier).

    When ready to ship a package -with returned/requested books- to another library, "print form" will:
    1. Produce a full detailed form to include with the box
    2. Will start a new form for future package.

    80 votes
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  6. Bulk Import Citations

    Sometimes, we get many reserves from our own collection that we will put on for professors.

    It would be great to have a way to create a set, or some other itemized or logical list, to bulk import citations to a reading list. Of course, this would only be citations that exist within our repository.

    23 votes
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  7. Add "Scan In Items" functions to "Return Items" processing

    We would like to build "Scan In Items" features to the "Return Items" function, i.e. "Return Items" should be able to process requests, expired holds, and items in transit between locations the same way as "Scan In Items" does. This includes the radio button for automatically printing slips (configuration should be able to define a default)

    58 votes
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  8. Add breadcrumb trail to staff interface

    In Alma, the information displayed often depends on the task you are working on to get there. This is a nice feature, but it would be helpful if breadcrumbs were displayed to help track how you arrived at the screen.

    This would be especially helpful to new users.

    15 votes
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    2 comments  ·  Other  ·  Admin →
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  9. Linking bib records based on 830 $x should be optional

    Alma currently links bib records based on the presence of the ISSN in the 830 $x. This causes a terribly confusing display in Primo and Alma and is prone to messing up requests. This should be an optional "feature" and not automatically enabled. We do have the option to turn off all related records, but if we use that, we lose all our boundwith relations.

    We should not have to delete a valid MARC subfield (830 $x) in order to prevent related holdings record displaying in Alma and Primo.

    70 votes
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  10. Receive items without generating an item record.

    Law libraries have loose leafs and pocket parts and do not need to have an item generated for them. We would like to be able to track when they are received but having them show up in Primo is messy and having a suppressed holding just to receive these items is also messy. Both would make running statistic more difficult because the count would be inaccurate. Voyager was capable of receiving these sorts of items without automatically generating a barcode while also allowing to track the receiving information. It would useful if you added this feature to Alma.

    57 votes
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  11. Default search option setting for external resources

    MD editor > Tools > Search external resources

    Search options for external resources such as title, creator, isbn, system number and year of publication are automatically filled in from a bib record. This make us to delete fields manually and spend time. It would be great to set search options at the institution level or individually.

    103 votes
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  12. Associating with more than one POL

    Currently you can only associate a POL with one other POL. I would like the ability to associate a single POL with multiple POLs. This is helpful in associating different titles that are paid in a single package, or arrive together.

    32 votes
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  13. Add "Managed By Library" facet in "Monitor Requests & Item Processes"

    There's a need to check the list in transit from a library to another library.
    In "Monitor Requests & Item Processes" menu, there are 'Pick up location' or ' 'Owning Library' facets.
    But there's no facet to check destination of the item.

    It will be very helpful, if the facet is given by Alma.

    63 votes
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  14. More POL parameters/Mappaing fields to be needed in Import Profile (EOD)

    We suggest that more parameters or mapping fields can be provided in creating the EOD profile. For example, we add on the profile, we want to set POL Status as EOD General parameter - Auto Packing, Manual Manual Packaging and In review.

    26 votes
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  15. The number of display record in one page can be more optional in Receive / Receiving Department Items

    We suggest that it is possible to select multiple records in one page not only 20 records but also 50/100/200 etc in Receive or Receiving Department Items. The number of display record should be optional or configurable for institution or personally.

    98 votes
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  16. Add more work record details (e.g. MMSid) to the InterestedInLetter to improve Interested User notifications

    Currently the XML which builds the InterestedInLetter for receipted Print and activated Electronic resources does not provide many details which can be customised in the letters customers would like to send to their patrons/interested users.

    A specific use might be to send a pre-set Primo link to the resource (e.g. a deeplink search by MMSid), but also to be able to provide much clearer information to the Interested user about what the item is, and where it is/will be found.

    i.e.
    i) Order Number (PO Line ref)
    ii) Title (Possibly brief POL record/not the updated bib to which inventory is…

    82 votes
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    12 comments  ·  Other  ·  Admin →
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  17. Delete item records created using the "duplicate" function if they have not been saved.

    On the List of Items screen, under the Actions menu for each item, the "Edit" and "Duplicate" commands are currently adjacent. It is fairly common (at least for me, personally) to accidentally click "Duplicate" instead of "Edit." This automatically takes me into the edit screen for the new item I have unintentionally created.
    There is already a "Cancel" option at the top of the screen, but it only goes back to the item list which now includes an extra item. In order to get rid of that new item I have to navigate to it (which can be a bit…

    38 votes
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  18. Ability to select records to release from MD editor

    Cataloger can release 1 record per time or all records can be released, but it would be useful catalogers could select multiples records to release.

    89 votes
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  19. Ability to create a chosen quantity of predictions

    As someone who manages serial subscriptions, I would like the ability to choose the quantity of predictions I create for any given holdings record. This would allow for quicker navigation of list of items, and reduce the number of inaccurate predictions.

    It is not always desired to predict an entire year’s worth of predictions (which currently is the only option). Depending on the publishing frequency and the number of copies of a subscription, we can have 11 pages of predictions in a list of items, in addition to the received items. This greatly increases the amount of clicking needed at…

    171 votes
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  20. Allow portfolio loader to match on MMS ID when creating e-inventory

    The portfolio loader tool can only create inventory by matching on ISSN, ISBN and PID. It does not match on MMS ID. This is an issue when creating electronic portfolios for theses/dissertations or source material that do not have an ISSN/ISBN.

    81 votes
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