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1824 results found

  1. Add HTML to Analytics dashboards

    It would be cool if we could include active HTML in our dashboards.

    For example, ibrarians who are reviewing new electronic acquistions could pull up a list of new acquisition and, in a one click, link directly through to the resources. (Currently, they would need to pull down the report, find the URL in the data, then copy and paste that back into the browser)

    Additionally, outside images (via <img> tag) could be incorporated into reports for branded presentations.

    By default in OBIEE, only Administrators have the right to use HTML in the data format of any column.

    This can…

    18 votes
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    1 comment  ·  Analytics  ·  Admin →
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  2. Synchronizing XSL templates with external systems

    When customizing XSL letter templates, it would be helpful to be able to import/export these to/from Alma. This could be done for example by webDAV. This should make it possible to use an external version control system, like git. The templates are many and complex, and version control would be useful for managing revisions. This would also enable syncing to templates between production and sandbox environments.

    80 votes
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  3. Make patron info updateable in Primo flag more granular

    Currently the only control on allowing patrons to update info via Primo is either on or off:
    http://screencast.com/t/kcSIvkkR3g

    Would like the ability to say for example only Visitors user group can update info via Primo.

    18 votes
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  4. Add a "back to repository search" button to reduce the number of clicks

    Frequently when editing bib, item and holding records, we are forced to press the back button multiple times just to get back to the results list of the initial search. We have to retrace every step just to get back to the original search screen.

    It would be helpful to have a back button that does not merely retrace steps, but takes you back to the initial results list and repository search screen, thereby eliminating several clicks that add up to hundreds of clicks in a day.

    144 votes
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  5. Customization of invoice line summary display

    The notes field on the invoice lines summary display currently displays a tick if there is anything is written in the notes field of the invoice line. It would be more convenient if we could customize/configure what we can view so that we can see the content of the notes field without having to go in and view the individual invoice line.

    27 votes
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  6. import profiles -- need the option to leave suppression codes "as is"

    When creating an import profile, the “set management tags” option is to either suppress record/s from publish/delivery, or to not suppress. This is for the entire file.

    We need a third option to leave the existing suppress status unchanged for replaced and merged records. (We had this option in Voyager, and it worked well)

    Rational: All GPO weekly brief Marcive records are loaded suppressed. When the monthly bib records overlay the weekly brief records, the suppress status needs to remain as is. “If” the bib record is suppressed, the cataloger will unsuppress at the point of cataloging

    30 votes
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  7. Fulfilment find patron

    Fulfilment - enter patron name & select from list - should not have to additionally click 'Go'/enter to display record

    46 votes
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  8. Improve ME Browse Call Numbers Tool

    When editing a holding record in the Metadata Editor, the Browse Call Number tool shows the call number from the current holding record in a shelf list display. However, the resulting list starts with the call number in your holding record and shows the following call numbers. What we need is to see the call numbers both before and after the one we're working on. Request the list show at least 2-3 call number prior to the one we're working on, plus those following.

    42 votes
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  9. Improve the ease of reordering the Online Services Order and General Electronic Services Order tables

    Currently, items in the General Electronic Services Order and Online Services Order tables need to be moved using up and down arrows. This can be very time-consuming if the tables contain numerous items. It would significantly improve the ease of use i, the items in this list could be resorted either through drag-and-drop or by moving a given item to a numbered slot in the table (similar to the Netflix interface).

    37 votes
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    6 comments  ·  Other  ·  Admin →
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  10. Set standard opening hours in advance

    If the Library decides to change the standard opening hours of the Library for the coming year you currently have to wait until the first day of new hours to be able to input them as standard hours into Alma.

    It would be nice if Alma allowed you to enter new standard opening hours in advance and to set a date in which they would come into effect. That way you wouldn't have to schedule to change them on the first day of the new hours.

    An example would be if new standard hours were decided on by Library Management…

    14 votes
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  11. make permissions on changing address data more granular (email/domestic)

    Aleph allows to set an option to allow users change their "address" data via Primo OVP. This allows users to edit the phone number and email in Primo, but also their domestic address. Often, the change of the domestic address must be prevented, because it is the address where a possible court order is directed to.

    We want to allow users to change their email and phone number but need to disallow the change of the domestic address. Therefore, we propose that Primo and Aleph/ALMA must be designed to work in a way that allows setting permissions on each field…

    22 votes
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  12. Change Financial Year dates after they have been set

    It doesn't look as if it is possible to change the start and finish dates of any financial year in Acquisitions Configuration > Fund And Ledger Fiscal Period table mapping tables once the year has been created, unless it is deleted completely.

    Can it be made possible for the start and (in particular) the end dates to be edited having already been set and saved, if so required?

    Being able to do this would be of particular benefit around the time of a financial year rollover, especially if an institution cannot be certain that all financial transactions for the outgoing…

    17 votes
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  13. Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices

    We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.

    14 votes
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  14. Moving item records should have a better way of refreshing the list of items

    When item records are moved from one location to another the move will be made and the list of items will refresh but then leave all of the items moved still on the page. From here there is no good option to refresh the page and continue working and moving item records. Using the Alma back button takes you back to the bib record where you have to reenter the the list of items. Moving a page forward on the list of items will display a blank page of no records being found. If a browser refresh is done a…

    16 votes
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  15. When viewing an item, there should be an option to edit without leaving the item screen

    When you view an item (or click on the barcode to view an item), there should be an option on the item screen to edit the item. Instead, if we decide we need to edit the item, we have to back out of the item screen, then select Actions --> edit to edit the item. Too many clicks!

    40 votes
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  16. Show 866 holdings field text on item records screen, so don't have to go back and forth to check holdings dates.

    Presently from the list of item records, we have to click on "Holdings" to see the 866 summary holdings for vol & dates. It would be very helpful for the 866 holdings to be visible on the item record screen.

    15 votes
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  17. Customize Alma search indexes

    We would like to customize the search indexes in Alma for all MARC21 fields (not just localized fields). For instance, in the Alma advanced search > all titles > "Title" > we would like to change to "245 (Title)" to make it easier to identify the MARC21 field we want to search.

    91 votes
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  18. Display renewals in Item History

    In the Physical Item Editor, under the Fulfillment activities, we are able to see the Loan and Return history. I think it would be great to see Renewal information in this place as well.

    So many times, we have patrons disputing fines because the item was late and they renewed it thinking that it's not due on the original due date.

    It's true that when the item is checked out to the person you can see this when you click Actions>Loan History. But this does us no good when the item is checked back in and a patron comes to…

    84 votes
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  19. Improvements to Pick From Shelf list needed

    Currently our staff spend too much time managing requests. Improvements to the interface for Pick From Shelf would help in some of these cases. We would like to see:

    1. A search box.

    Very often we need to target a particular request, a task made more difficult by less than ideal facets (see #2). Search functionality exists under Monitor Requests & Item Processes, but not all options for handling requests are available in that view (such as "Skip Location").

    1. Better facets.

    Two of the facets available in the Monitor Requests & Item Processes view would be great for Pick from Shelf:…

    17 votes
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  20. BATCH JOB TO CREATE ITEMS

    We need a batch job to add items to existing holdings records. During migration we did not realize the importance of having items for display in Primo. One of our locations shows (0 copies, 0 available) when we do have non-circulating copies.

    135 votes
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    Dear all,

    I would like to update you on our plans to support creation of multiple items.

    We are looking into adding 2 workflows, to support different needs in libraries:


    1. Creating multiple items for a specific holdings record, using item templates.

    The "Add item from template" functionality coming in May release will allow automatically filling in the fields of a new item from a template. We are looking into a future enhancement using this feature, to also allow librarians to specify a number of items to add - so that multiple items will be created pre-populated from the template.

    This will be an easy, quick way to add multiple copies of a book, etc.


    2. Creating multiple items from Excel using a CloudApp

    This will work similarly to the existing "Item updater by Excel" CloudApp, allowing the librarian to upload an Excel with item information, but instead of specifying…

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