Alma
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1903 results found
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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 -
Include rolling dates in local date information field
As an electronic resource librarian, I would like to see a better way to deal with rolling coverage dates. There does not seem to be a good way to deal with gaps in portfolio coverage when there's a moving target date involved. For example, if a title includes perpetual access from 2011-present, and issues 12 years or older are open access, unless you include a public note, what will display is:
Available from 2011 volume: xx issue: xx
Most recent 12 year(s) not availableThis is confusing to patrons and librarians alike. It would be useful to have the option…
70 votes -
Sort booking requests by Start Time
When monitoring resource requests on Fulfillment > Monitor Requests & Item Processes, a "Sort by" button with an option to sort by Start Time would ease the handling of booking requests.
The booking requests are currently sorted by Request Date, which is not very useful, and can not be sorted by any other field.A "Sort by" button actually does appear on Fulfillment > Pick From Shelf.
Another option could be adding the Start Time on the drop down menu of the bar "Requests" on top of the page.
70 votes -
Create a set from records held in the Metadata Editor
It would be useful to be able to save all of the records that you are working on in the metadata editor as a set to come back to later.
For example, this would be helpful when working on a bound with where you need to work on several records at the same time and need to add links across the records. At the moment, if this work is not completed and we need to return to it later, we would then need to create an itemised set by searching for and adding each record individually. Instead, it would be…
70 votes -
Metadata Editor should add the year automatically to the 866 field
Currently the Metadata editor does not add automatically the year to the 866 field. If we want the year to be in our 866 we have to add it manually. Actually this is the only way our patrons can see the year in Primo.
69 votes -
Add indications to Electronic Service & Portfolios showing when portfolios use MARC metadata instead of parser parameters for linking
There are some electronic services and portfolios in the Alma CZ that do not use parser parameters. Instead, they use ISSN or some other element drawn from the MARC metadata to construct their links. However, there is no indication in Alma when a service or portfolio behaves this way. To the Alma user, it looks as if the portfolios must be misconfigured, as they have no parser parameters and no apparent way to link at the title level. This makes troubleshooting linking problems very difficult, and it conceals the actual linking functionality from Alma customers.
To be fully transparent with…
69 votes -
Enable link from Invoice line to live Purchase Order Line so that data can be updated
The Alma renewals workflow for continuous resources (Subscription POLs) involves creating Invoices and updating the renewal date and other data such as Notes in the Purchase Order Line. This should be possible as part of a unified workflow when invoicing, i.e. adding the invoice line and then linking through to a live Purchase Order Line to update and save the renewal date etc.
Currently the Invoice Line PO Line link is View Only which means a separate search and action is required to find and update the renewal dates etc in POLs. This is inefficient and wastes time - given…69 votes -
make "test access" work when direct linking is enabled
The "test access" button in Alma does not work when direct linking is enabled in Primo. When trying to test access for an electronic portfolio, Alma loads a blank page forcing staff to click "display in a new window" in order to proceed. We recommend that this behavior be changed so that test access works the same regardless of whether direct linking is enabled.
69 votes -
Fulfillment Overrides without separate login
When an override by a manager is needed at a circulation workstation, there should be a way for the manager to override either remotely or at the workstation without the operator logging out.
69 votes -
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).
69 votes -
The Lost item process fee (aka Lost item fine) should be automatically removed when an item is found.
The Lost item process fee (aka Lost item fine) should be refunded when an item is found. Currently, only the Lost Item Replacement Fee is refunded. This requires staff intervention, having to manually waive the fine. This is not always caught when books are returned through the drop slot, for example. It causes confusion for both patrons and staff when a fine remains on a patron's account for an item that has been found.
69 votes -
Please allow to link PO Lines with status "Cancelled" in the Physical Item Editor
It is possible to select a PO Line in the Physical Item Editor. This also works well for PO Lines that already have the status "Closed".
However, it does not work for PO Lines with status "Cancelled". But it happens from time to time that we cancel a continuation order, but not all volumes already paid for have been delivered.
It is not an option for us to just close such PO Lines, as the distinction between "Closed" and "Cancelled" is important to us.
Thank you!
69 votes -
Adding a field in the Excel Example of Creating Invoice from File.
Adding a field in the Excel file under batch process that allows for inputting custom exchange rates. The reason for this is because the invoice creation date may not always be on the same day as payment, resulting in outdated rates.
68 votes -
Prioritising Digitisation requests over hold requests for processing
Is it possible to have digitisation requests automatically prioritised to the top of a request queue over the physical item requests. Currently all physical item and digitisation requests go by the date they are placed by the patron. We find that patrons are waiting months sometimes just to get a copy of a chapter, where as if all digitisations were automatically at the top of the list they could all be processed and then items loaned to patrons.
68 votes -
Note Type
Have the options to create different Note Types under the patrons note tab.
68 votes -
Reading Lists in the Task List Customise Alma task list (tasks requiring your attention) to match all our reading list statuses
As Acquisitions & Reading Lists Manager I would like to customise the Alma task list (tasks requiring your attention) to help the reading list team manage the reading list workflow as using facets is a time-consuming long way round to find the list categories each time.
Alma task list (tasks requiring your attention), section Reading lists, we would like to customise this list of tasks or add all reading list statuses each Library may have.
We have reading lists with status other than Unassigned - processing, complete, reading for processing.
We have 'updated' and 'core done' to help us manage…
68 votes -
Add Electronic Service Information Update Job
Electronic Portfolios and Electronic Collections each have an Information Update job in Alma. Electronic services need the same functionality because they are also affected in bulk by changes.
Job Name: Change Electronic service information
Job Description: Update Electronic service information for a set of Electronic services
Job Content Type: Electronic Service
Job Type: Information UpdateUse Case: ProQuest began requiring a value for the CLIENTID parameter in the Linking Parser Parameters section of all ProQuest electronic services. With over 50 ProQuest electronic collections activated, that meant that over 50 electronic services had to be manually edited one at a time…
68 votes -
Visibility of extension packs and possibility of selecting them one by one for editing and/or deleting
Extension packs once added to a local MARC-based profile are not visible and cannot be retrieved in any way. It would be much better if each extension pack loaded to a bibliographic profile could be visible to system admnistrators in order to be downloaded from bibliographic profile for purposes of editing and reloading, should the need arise. This feature was part of the tentative future developments proposed by Ex libris back in 2017 (see: internal: 2017 Q1 URM-45100)
67 votes -
Mechanism to validate binary MARC record structure
There is currently no mechanism within Alma to ensure that exported or published binary MARC records have valid record structures. Even though Alma uses MARCXML and is not impacted internally by invalid binary MARC, libraries must still provide binary MARC records to external entities in the course of regular business (vendors, outsourcers, agencies, other stakeholders).
Structurally invalid binary MARC records significantly hamper data sharing for libraries. A third party application, MarcEdit, can be used to validate MARC record structure, but since our data is stored in Alma, there should be a mechanism native to Alma that validates binary MARC structure…
67 votes -
Expand SIP2 message support to include patron birth date
Currently, Alma’s implementation of the SIP2 protocol uses only a limited subset of the available data fields. This restricts the potential of SIP2 integrations with self-check machines and other automated systems.
For example, patron age or birth date information is not transmitted via SIP2 messages. As a result, self-check units cannot automatically block the checkout of restricted materials (e.g., DVDs or other items not permitted for users under 16).
We propose that Alma extend its SIP2 message support to include additional patron details such as birth date and/or age
This enhancement would enable safer and more autonomous self-service environments, particularly…
67 votes
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