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1903 results found

  1. Open / Closed Stacks Request Possibilities Priority

    Currently, when a library owns a title in several copies, and that some of these copies are dispatched between physical locations attached to both closed and open stacks fulfillment unit, all copies behave like open stacks.

    In other terms: if we have two items, one in open-stacks and one in closed-stacks, title-level requesting is blocked as long as the open-stacks item is available. Hence, open stacks configuration takes precedence over the closed one.

    We would like that whenever an available item is stored in a closed stacks location alongside other open stacks available items, users still can request the item…

    67 votes
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  2. 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:…

    67 votes
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  3. Encumbered Balance Amounts only link to unpaid purchase order lines

    In the Summary Details of an allocated fund code, there are hyperlinked amounts listed next to Expended Balance and Encumbered Balance. We want the Encumbered Balance amount to link through to only purchase order lines that make up the total balance amount listed in the hyperlink.

    Currently it links through to any purchase order line that had an encumbrance placed on it with this allocated fund code. Regardless of whether the purchase order line has already been expended and disencumbered or still has an outstanding encumbrance waiting to expend on it.

    This would be helpful as it would give us…

    67 votes
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  4. Brief Record - Quick Cataloging Template

    Boston College would like to see the contents of the linking tab of Electronic Portfolio Editor added to the Brief Record, Quick Cataloging template for electronic articles.

    This will enable us to edit the URL and enable the proxy as we catalog and would save us the step of going in later to edit the linking information. It would also enable us to test the link before posting it, rather than using the "view it" function afterwards.

    66 votes
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  5. Alma User Role for Editing/Deleting only Quick-Cataloged Records

    Scenario:
    Library staff frequently need to create records for resources using the Quick Cataloging feature. Often, those records need to be edited after creation, due to mismatching resource types, updated information, operator input errors, etc. Most of the staff using the Quick Cataloging feature are not trained as catalogers, and do not have cataloging roles in Alma.

    Problem:
    Quick-Cataloged records are not editable by staff without cataloging roles in Alma - who are frequently the creators/managers of these records. This has led to several different workarounds at various institutions:

    Some institutions have given their non-cataloging staff full cataloging permissions to…

    66 votes
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  6. Limit fine/fee payment to specific library

    One of our satellite libraries would like restrict payment of fines/fees for their materials to them -- we have separate accounting and budgets.

    66 votes
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  7. Seasonal Serials Prediction Patterns only work when beginning with Spring.

    Area of concern: Serials Prediction in Alma.

    Currently, when creating 853 predictive patterns, there are limitations to titles with a seasonal frequency. Attempting to create seasonal prediction patterns, whose enumerations begin with anything but Spring (21) results in errors, such as skipped issues, or improper numbering.

    This limitation means that many journals with seasonal patterns cannot have their issues correctly predicted out through Alma’s automated process. Staff members are stuck manually creating/receiving issues for these titles. This decreases efficiency, increases the likelihood of human error, and prevents Alma’s claiming process from working correctly.

    What should be changed: As Serials Processors,…

    66 votes
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  8. Update All Relevant Indicators When Correcting Preferred Terms Linked via Cross-References

    The recent enhancement to Preferred Term Correction correctly updates bibliographic headings when the preferred and non-preferred terms are in different authority fields (for example, 410 → 130), and changes the bibliographic field tag accordingly (e.g., 610 → 630).
    However, the current implementation does not fully synchronize MARC indicators between authority and bibliographic records.

    The enhancement documentation states:
    "When a bibliographic field is updated to an X30 field, the non-filing indicators in the bibliographic record will be adjusted based on the linked authority record. According to MARC21 standards, the 1st indicator of authority field 130 (Nonfiling characters) will be copied to…

    66 votes
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  9. Establish system to ensure complete coverage of LC classifications

    Alma Analytics includes LC Classification code data, but frequently valid classification codes come up as "Unknown." Ex Libris currently has no reliable way of keeping up with changes in LC classification. They rely upon the "Library of Congress Classification Outline", which is not complete. They will add classifications upon customer request, though this process takes months or years and puts significant burden upon institutions. Ex Libris should develop a system to reliably update its LC classification coverage. This could take the form of e.g. establishing its own access to Classification Web, subscribing to LC updates, and/or setting up some alternative…

    66 votes
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    1 comment  ·  Analytics  ·  Admin →
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  10. Add General Electronic Services information to Analytics

    In General Electronic Services, we have four different services for article requests, four different services for book requests, and five different services for book chapter requests, all developed over the years to address provider idiosyncrasies. Each group of services provides the same link to the user, e.g. the article request links all display "Get this PDF".

    Our Interlibrary Services unit has the product delivery statistics, but I would really find it helpful to know how many clicks each of our General Electronic Services gets. It would help with service and link maintenance and I expect with troubleshooting, since it would…

    66 votes
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    2 comments  ·  Analytics  ·  Admin →
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  11. We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them o

    This is about allowing Course Reserves course and reading lists to be able to be managed in sets and deleted in bulk.

    We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them one at a time and have thousands of old outdated ones. This could either be done in the Mange Fulfillment Sets or just Manage Sets and then we would want a way to delete them too with a job.

    65 votes
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  12. Indication rule that checks if subfields are in the same field

    Currently it is not possible to write an indication rule which checks the subfield a and b of a field only when both subfields are in the same field and not in repeated fields of the same record. Both of the following records are treated the same when looking for a subfield a "mercury" and subfield b "venus" in the 690 field:

    Record 1:
    690 $$a mercury $$b venus

    Record 2:
    690 $$a mercury $$b mars
    690 $$a earth $$b venus

    I'd appreciate an option to distinguish if I'm looking for subfields in different fields or in the same field.…

    65 votes
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  13. Add 245 subfield n to the letter XML node for title

    Many letters display the name of the title using the node notificationdata / physitem_display / title. This field contains a subset of subfields from the MARC field 245 to display the title of the work.

    We receive complains from our users regarding missing book title number in mostly textbooks. The missing number is available in the MARC field 245 subfield n and is an important part of the title. For example:
    245 10 |a Prisma Physik |n 1
    245 10 |a Deutsch |n Drei
    245 00 |a Prisma |n 1
    245 10 |a <<Die>> Sprachstarken |n 2 |b…

    65 votes
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  14. Automate Cleanup of Electronic Resource Activation Tasks

    When electronic resources are ordered in Alma, an activation task is often generated on the Electronic Resource Activation Task List. However, many resources are later activated outside that workflow.

    When this happens, the resource is active and discoverable, but the activation task remains open until staff manually find and close it. Over time, this creates unnecessary clutter and makes the task list less useful for identifying resources that still require action.

    Proposed Solution:

    Add functionality to automatically close activation tasks when the associated portfolio or collection is already active.

    Possible approaches include:

    A scheduled job that reviews open activation tasks…

    65 votes
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  15. Colour/shade gradients to tell the different between license statuses (Active, Retired, Deleted)

    In the list of licenses it would be useful to have a colour/shading gradient difference between active and inactive licenses.
    For example, when you delete a license it still remains in Alma, it is just given the status deleted. This is fine as it provides a history, however, as the deleted licenses in the list look exactly the same as active licenses, apart from the status note it can often be difficult to tell the active and deleted licences apart, especially at a glance.

    It would be useful to change the colouring/shading gradient, for example, grey out the text, for…

    64 votes
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  16. Update 863/864/865 when items are withdrawn

    There is a crucial step missing in the Automatic Generation of the Summary Holdings Statement Based on Items process. The process is documented here:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/040Metadata_Management/020Navigating_the_MD_Editor_Page?uxp=true#Automatic_Generation_of_the_Summary_Holdings_Statement_Based_on_Items

    When items which are linked to the Holdings record are withdrawn, there is no process to update the Holdings record 863/864/865 fields to create an updated 866/867/868 field. When items are withdrawn, the user has to manually edit the Holdings records.

    Since the creation of the 863/864/865 field is now automated based on received items being linked to the holdings record, there is a need for the 863/864/865 to be automatically re-created when the linked…

    64 votes
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  17. Vendor Interface > Contact Information > Email addresses

    The default display for Vendor Interface > Contact Information > Email addresses, does not include an option to display the "description" field on the main page. The fields available for display are: Preferred, email address, created by, creation date, and type.

    Since most correspondence with vendors and sales representatives happen by email now, it would be useful to be able to see the description on the main page without having to click on .... and Edit for each email listed to see who is the correct contact.
    Some email addresses do not contain the person's full name, and if you…

    64 votes
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  18. Display logic rules should work on Primo users NOT logged in

    Display logic rules currently only work if a user logs in Primo. Also, the rules only work to hide a service (not show a service). Also, Primo New UI does not allow forcing users to log in.

    So, we have a scenario where we want CCC Get It Now articles to display only for our Faculty user group. However, the article links are displaying to everyone (guest) - until the user logs in and then the links are hidden for everyone except our faculty. Because everyone starts out in Primo as guest, this defeats the purpose of the rule.

    Another…

    64 votes
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  19. Allow Alma users to choose the match routine when using the ‘Link to Community’ tool to link portfolios to a community zone collection.

    The ‘Link to Community’ match routine for matching local portfolios to the CZ is too restrictive. We would like to be able to use our local bibliographic records and have them link to portfolios in the CZ, however, the match rate is dependent on what metadata is available in the CZ records, which are often brief and do not contain the ISSN/ISBN match point that Ex Libris has selected for that collection in the CZ.
    Alma users should be able to choose the match routine when using the ‘Link to Community’ tool, similar to how we can choose the match…

    64 votes
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  20. The line separator in Analytics outputs is normally a semicolon, but should not be ambiguous

    In various exports from Analytics, it was noticed that the characters present in Alma are output as follows:

    • sharp bracket < present in Alma is put out by Analytics as & l t ;
    • sharp bracket > in the Alma (bibliographic data) material is put out by Analytics as & g t ;
    • ampersand & as & a m p ;

    This is likely due to HTML being used as the export format in Analytics. However, for the further processing of large amounts of data, it is disruptive that a semicolon is used for coding here. The semicolon appears both…

    64 votes
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    4 comments  ·  Analytics  ·  Admin →
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