Alma

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  1. Ex Libris should provide the option to place a call and/or online chat with their support team

    We are disappointed with the technical support service provided by Ex Libris. We strongly believe that Ex Libris should provide customers with more effective, prompt and interactive service.

    There should be an option to call or chat online in real time with a support person who has a sound understanding of the product in question. This would be in line with all system vendors we have previously dealt with.

    We appreciate that there will be some issues that are designated as bugs or enhancements and will require more in depth investigation. However, a direct call/chat option with a properly trained…

    765 votes
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    23 comments  ·  Other  ·  Admin →
  2. Patron physical item request – automatic cancellation of requests when ‘Date Needed By’ has passed:

    I suggest that if the "not needed by " date is reached then the patron request is cancelled.

    The only function of “date not needed by” for patron physical item requests is to prevent items from being put into transit from other locations if the transit cannot be completed by the required date.

    However this is not clear to patrons and users ask us why we send Hold available notices when they already indicated a date when they would no longer need the item.

    Staff also waste time locating items that Patrons have indicated are no longer needed, only to…

    601 votes
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    under review  ·  4 comments  ·  Fulfillment  ·  Admin →
  3. New notification letter when expiry date is updated

    When updating the expiry date for items on hold shelf, we miss the opportunity to resend notification letter with the new expiry date. We are aware of the resend notification functionality, but this will not include the new expiry date.

    404 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  4. In Advanced Search, allow filtering OUT specific locations. For example, allow use of the filer: Physical Location "IS NOT" X.

    Many searches do not allow for an "IS NOT" operator, and in some cases it is greatly missed. For example, when trying to assemble large sets of records where you want to exclude just a few locations, or filter out a single library. Please allow for an "IS NOT" operator when doing an advanced search and filtering by location or library. I'm sure there are other search filters also missing the "IS NOT" operator. Please feel free to add more suggestions via a comment! :)

    352 votes
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  5. Include the item barcode as part of the data published from Alma to Primo in the AVA field to improve item search in Primo

    Request for Alma item barcode be included in the data that is published to Primo as part of the Alma publishing functionality to enable barcode searchability in the Primo keyword search. We have discovered that items migrated from our previous ILS do contain the item barcode(s) in the MARC 945 $$i and is written to the search:general field of the PNX. As such, those items are keyword searchable via their barcode in Primo. However, for items created in Alma, the item barcode is not written to the bib record and is therefore not searchable in Primo. Adding the item barcode…

    340 votes
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    2 comments  ·  Other  ·  Admin →
  6. Add generic physical material types to the current table

    My libraries circulate various pieces of equipment from microphones, to musical instruments, to 3D printers, to lockers, and the current physical material type table does not suffice without adding a slew of item policies or location codes, which is messy and makes the resulting analytics more painful than it should be.

    Ex Libris support states that "The [physical material type] codes cannot be changed, because Development needs them for statistics across libraries." However individual libraries will have items that they need to distinguish between either for fulfillment rule purposes or our own statistics.

    I would like there to be about…

    283 votes
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  7. Hold Shelf policy for RS items

    When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignorelenderdue_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

    This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time…

    275 votes
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  8. Copy and paste multiple MARC fields into the metadata editor

    We would like to be able to copy multiple lines from MARC records and paste them into the metadata editor so that multiple MARC fields are pasted into the record in one action. This would help us enormously with our workflow of importing MARC authority records from LibrariesAustralia into Alma.

    For us, this is necessary because the LibrariesAustralia headings are not in the community zone and are unlikely to ever be included there and Alma does not allow for Z39.50 import of authority headings.

    We have this functionality of copying and pasting multiple fields in the LibrariesAustralia Cataloguing Client and…

    271 votes
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  9. Short Term Loans - Courtesy and Overdue Notices

    The new shortloancourtesyreminder & shortloanoverduereminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

    In our test configuration we used the following time parameters:

    ​shortloancourtesyreminder - 105 minutes
    short

    271 votes
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    7 comments  ·  Fulfillment  ·  Admin →
  10. "Save and dismiss" button in "Manage EDI Tasks"

    In the "Manage EDI Tasks", when using the "Update Expected Receipt Date" action, updating the date and clicking on "Save", it would be great the concerned line would automatically be removed from the list without having additionally to click on "Dismiss". A new function button like "Save and dismiss" would be helpful.

    256 votes
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  11. Extend the "interested users" functionality

    Acquisition librarians want to extend the current "interested users" functionality in order to serve the end user in a better and faster way. The current "interested users" functionality is not sufficient enough, to become useful and really benefit from this functionality we would like to extend it with:
    • The ability to sort the interested user list.
    Use case: some users (e.g. academic staff) have priority and should get the issue first!
    • Make it possible to create hold requests on these items regardless of the existing fulfillment policy:
    Use case: some libraries don't allow requests for available items, but…

    255 votes
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  12. Make all tables in Alma sortable by all their column headings

    There are lots of tables in the Alma UI that come up which can be sorted by a couple of the column heads but not others. For example in Letters Configuration, you can sort by "Letter" or "Description," but not by "Enabled," "Channel," or "Retention Period." Being able to sort by column headings is a basic function of a table.

    In the example above, it would be helpful to be able to see only those letters that are enabled, or to sort so that all the email letters are grouped together and all the SMS letters are separate from them.

    246 votes
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    11 comments  ·  Other  ·  Admin →
  13. Display PO-Line owner in "Manage EDI Tasks"

    I would like to suggest to add a column in the Manage EDI Tasks List for PO-Line owner. That would give the option to sort the List by PO-Line owning Library.

    248 votes
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  14. Make physical item sort routines stick

    For those of us working with continuing resources:

    When viewing a list of physical items, the sort routine defaults to Library/Location. The items do not appear in any particular order when the results are loaded. Often I change the sort routine to Description or Receiving Date to view the most recent serial items and order them chronologically for viewing.

    It would be nice if the sort routine "sticks" so that every time I open a list of items, the sort mechanism will stay on Description (not default back to Library/Location)

    This would be especially helpful when managing items in the…

    242 votes
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  15. Add "item policy" and "temporary location" automatically to predicted issues

    Acquisition librarians want to add automatically the "item policy" and "temporary location" to predicted issues to speed up their work and limit the number of clicks. At this moment the added value of prediction pattern functionality is being restricted by the lack of functionality (parameter setting) …
    Use case: It’s not possible to add the item policy/temporary location as a parameter to continuous pol’s. If issues are created via prediction patterns the item policy/temporary location should be indicated automatically based upon parameter settings on pol level. This would save a lot of time and additional clicks when receiving the issues. …

    241 votes
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  16. 'Not Needed After' date should be mandatory on patron physical request form.

    It would be helpful if the 'Not Needed After' date is mandatory on the patron physical request form to improve the requesting process for Patrons when there is a high demand for physical items.

    240 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  17. Better management of serial prediction when publication frequency changes

    Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.

    It would save a lot of time if…

    230 votes
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  18. Add functionality to better manage queue for reserves/holds

    More academic libraries are checking out high-traffic electronic items (laptops, Wi-Fi hotspots, etc.) and often have a long list of patrons with holds on these items. It would be useful if we could manage the queue for user holds/reserves more effectively. We should be able to renumber/reposition users in the queue (presently you may only bump someone up to the very top of the queue or profile a priority if users are from different user groups). We should also be able to manage the queue without having the item available; presently that is not possible. We often have 12+ users…

    228 votes
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    8 comments  ·  Fulfillment  ·  Admin →
  19. Allow suppression of items from Discovery in Primo

    I would like a check-box in the item record that would allow staff to suppress individual items from discovery in Primo. This could be used for libraries that want to use only a single discoverable "dummy" item for placing requests on physical journals in Primo as well as libraries that prefer not to have items discoverable by patrons until they are done with processing and are available on the shelves. In an ideal world, if a holdings record only had suppressed items, the holding record would also not display. Moreover, if all items on all holdings attached to a bibliographic…

    227 votes
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  20. In "Purchase Requests": Permit re-linking request to a Portfolio.

    Purchase requesters are permitted to both 'Use existing record' AND choose 'Requested format' = 'Electronic'.

    Please add the possibility of re-linking to an E-Portfolio--not just to a bibliographic record.

    Beginning an e-purchase with a bib rather than a portfolio requires a lot of fiddling around after the fact to correct the record so the bib is not suppressed, or mis-indexed. And who knows what's happening under the hood.

    220 votes
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