1698 results found

1. Correct article level target links for records without assigned volume or issue numbers

   For example, we see erroneous records (without working linking/availability) that are published ahead of print and which do not have specific volume/issue numbers. Until the publisher updates this information Primo links are directed to an error page.

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   1 comment  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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2. Mapping of Rialto invoice data in Alma

   The freight charge in our Rialto invoices is being mapped to the "Overhead amount" field. We would like this to be mapped to the "Shipment amount" field which seems more accurate. Ex libris have advised that this is hard coded and requires support from the user community to proceed.

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   0 comments  ·  Acquisition - Invoices  ·  Delete…  ·  Admin →
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3. Allow harvesting of reports with the non-standard SN:Total_Chapter_Request metric

   I noticed that some vendors - Taylor and Francis and Springer- are adding this non-standard metric - SN:TotalChapterRequest - to their TR Master Reports. These are 2 big vendors, and these TR master reports won't load into Alma with this nonstandard metric in them.. I was hoping there is a way to accommodate them and allow them to load.

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   0 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
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4. Enhance Display Logic Rules to incorporate the same full functionality options of General Electronic Services

   Display Logic Rules options are limited in allowing only Hide options by User Group, ownership by campus or institution, or presence of another service. They also have hardcoded display depending on the service, such as displaying only when a user is logged in, and only in Get It or View It (some of which are understandable per service).
   In contrast, General Electronic Services are extremely powerful with Show / Hide options by true or false default rule, choice of display in Get It and/or View It, allowing display when not logged in, as well as by ownership by campus or institution, along with many dozens of supported OpenURL elements such as genre and format in the Service Availability Rules.
   This submission is to request that the same Service Details and Service Availability Rules interface and full options which exist for General Electronic Services are also made available for use in Display Logic Rules.
   This would support use cases such as allowing Libraries to only show Purchase Request when the Library will conceivably fulfill the request by this pathway. This may be variable for each Library, but it is highly likely that this would rarely be offered for an ongoing subscription, a database, images etc.
   Note: These are just two examples and this submission will not be met only by covering those.
   Without such granularity, Alma (via Primo) either offers only an unnecessarily limited service, or gives users a false expectation of an available service leaving a negative impression when Library staff must then quash this expectation by rejecting the request.

   Display Logic Rules options are limited in allowing only Hide options by User Group, ownership by campus or institution, or presence of another service. They also have hardcoded display depending on the service, such as displaying only when a user is logged in, and only in Get It or View It (some of which are understandable per service).
   In contrast, General Electronic Services are extremely powerful with Show / Hide options by true or false default rule, choice of display in Get It and/or View It, allowing display when not logged in, as well as by ownership by campus or… more

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   2 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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5. Ability To Search Invoices By Payment Status

   We would like the ability to search invoices by payment status. This is important to us because we bulk export invoices (XML), one campus at a time. For example, we need to be able to check that all invoices in Ready to Be Paid status are of one campus before we send to the integration.

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6. Apply different Physical Item Sort Routines to different material types

   It would be useful to to apply a different sort routine to different item formats. So for example, we'd prefer books to sort by description ascending, but journals to sort by description descending.

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   1 comment  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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7. Increase time in which the "reset password" link is valid

   The link that is sent to patrons to reset the Primo-password is only valid for one hour. We would like to be able to configure this duration, as it appears to be rather short. Our patrons often miss this timeframe and have to resent the link.

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   0 comments  ·  User Management  ·  Delete…  ·  Admin →
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8. Contribute to CZ records : GND Authority File for 1XX/7XX Fields

   A library wants to enhance CZ Bibliographic Records, one is asked by ExLibris to comply to their cataloguing standards (Alma Community Catalog: Cataloging Standards, Policies, Rights, and Responsibilities (exlibrisgroup.com)). On page 7 of those standards it is stated:

   "Since we have a one record policy in the CZ, the issue of languages has been the most challenging part of the solution. The current decision is that the language of the item dictates the language for cataloging. (…) Similarly, the forms of name used as authorized access points in the record should be consistent with the language of cataloging--– LCNAF if 040 $b eng, GND if 040 $b ger, etc."

   Now, if the librarian try to edit a field 100 in a CZ record and press F3, she/he gets only the LCNAMES displayed. She/he cannot access GND, IdRef or any other authority file provided by the CZ.

   Bibliographic data in CZ is becoming increasingly important. For normalization in Primo of bibliographic data in NZ with those in CZ to work, normalization of bibliographic data in CZ with authority data is essential.

   The idea: For bibliographic data in the CZ, F3 can be used to link the fields 1XX/7XX with authority data by using $$2 for the vocabulary

   A library wants to enhance CZ Bibliographic Records, one is asked by ExLibris to comply to their cataloguing standards (Alma Community Catalog: Cataloging Standards, Policies, Rights, and Responsibilities (exlibrisgroup.com)). On page 7 of those standards it is stated:

   "Since we have a one record policy in the CZ, the issue of languages has been the most challenging part of the solution. The current decision is that the language of the item dictates the language for cataloging. (…) Similarly, the forms of name used as authorized access points in the record should be consistent with the language of cataloging--– LCNAF if… more

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   2 comments  ·  Metadata Management  ·  Delete…  ·  Admin →
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9. Combining "Request Type", "Work Order Type" & "Process Type" in a single analytics report

   We'd like to retrieve a full list (with breakdown of all Work Order Type, including withdrawn, display, missing, not for circulation items…etc) of physical records by Material Type, Word Order Type & Process Type via Analytics. However, only part of records can be retrieved currently after combining Process Type & Work Order Type together. After consulting Salesforce, it is confirmed Analytics do not support to combine these fields together in a single report. It's crucial to enable combining these fields in a report as library always need to review the figures of each Work Order Type & Process Type, not only Process Type. The two information would help us to review the item status more comprehensively.

   We'd like to retrieve a full list (with breakdown of all Work Order Type, including withdrawn, display, missing, not for circulation items…etc) of physical records by Material Type, Word Order Type & Process Type via Analytics. However, only part of records can be retrieved currently after combining Process Type & Work Order Type together. After consulting Salesforce, it is confirmed Analytics do not support to combine these fields together in a single report. It's crucial to enable combining these fields in a report as library always need to review the figures of each Work Order Type & Process Type, not… more

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10. MDE Virtual Keyboard – Add Welsh as a separate language option.

    The new Virtual Keyboard for Inserting Special Characters and Diacritics in the Metadata Editor has many different language options. However Welsh is not amongst them.

    Can Welsh be added as a separate language.

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11. Expanding Unicode Tool range in Metadata Editor

    The new Insert Unicode Characters tool in the Metadata Editor should be expanded to include the 0300-036F range of characters. This range includes several diacritics that are commonly used by catalogers, including the ligature (0361), candrabindu (0310), and combining diaeresis below (0324).

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12. Add faceting to the results of the Receiving Workbench

    Sometimes serials do not have identifiers, but have very common words as their title, such as Historian, People, or Taxation. The ability to use facets to narrow results lists, beyond just the library would make this much easier to use.

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13. Additional inventory functionality for Alma App

    At Northwestern we need to do regular checks of library carrels to make sure that books are checked out to each carrel. Since moving to Alma our process for doing these checks has become more labor intensive as we must perform several steps to check (1) if the item is on loan and (2) who it is on loan to.

    It would be helpful of there were an option to scan in an item and immediately view current process type and if on loan, the patron name. Unlike Scan in Items, this action would not result in an action on the item.

    At Northwestern we need to do regular checks of library carrels to make sure that books are checked out to each carrel. Since moving to Alma our process for doing these checks has become more labor intensive as we must perform several steps to check (1) if the item is on loan and (2) who it is on loan to.

    It would be helpful of there were an option to scan in an item and immediately view current process type and if on loan, the patron name. Unlike Scan in Items, this action would not result in an action on… more

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14. check-out from user account

    I don't see a direct link on the User/Patron account page to be able to check out an item. It seems that you have to go back to the main menu and select "Manage Patron Services". In Voyager, you can easily get to the Charge window from the Patron window or vice versa.
    There is the "Manage Fulfillment Activities" link. I think it would be helpful if you could add the Check-out function on that page.

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15. Allow barcode search for a course reserve citation

    Often professors fail to come to the Library and remove their personal books from Course Reserve, leaving the Reserves supervisor with many such books and no idea to whom they belong. In Voyager, she could go into the Reserves module, scan in the barcode, and it would bring up the course, instructor, and the rest of the course's reading list, so she knew immediately whose book it was. In Alma, scanning in the barcode in Alma brings up only the brief bibliographic record. If she goes to Fulfillment/Course Reserves/Citations, all reserve items appear, and she could search by title to find the one(s) she wants to clear, but there may be many screens of citations. It would be simpler, easier, and faster if Barcode were a search option for the Citations search box (Alma/Fulfillment/Course Reserves/Citations).

    Often professors fail to come to the Library and remove their personal books from Course Reserve, leaving the Reserves supervisor with many such books and no idea to whom they belong. In Voyager, she could go into the Reserves module, scan in the barcode, and it would bring up the course, instructor, and the rest of the course's reading list, so she knew immediately whose book it was. In Alma, scanning in the barcode in Alma brings up only the brief bibliographic record. If she goes to Fulfillment/Course Reserves/Citations, all reserve items appear, and she could search by title to… more

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16. Move the Level of service facet to the top of the facet list

    Currently the Level of Service facet is at the base of the facet list, almost always hidden by the facets above it. I would like to see it moved to the top of the list as the timely processing of material for Rush or Express requests depends on being able to find those requests and action them quickly. As it is currently unless you specifically scroll down the list, you don't even know those requests have come in.

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17. When Creating Borrowing Requests Check for Duplicates with previous completed and cancelled requests

    Following the implementation of the ability to check for duplicates when creating borrowing requests, we see that this only applies to active requests. We would find it helpful to have duplicate completed and cancelled requests flagged up in Alma (without the request being automatically rejected)

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18. Ability to attach bibliographic record to CZ order

    The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.

    In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_Lines

    So what we want is the ability to order from the CZ and get records with an MMS ID. Ex Libris advised that “currently Alma does not have a good solution to avoid [PO Lines] to be linked to CKB records”).

    The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.

    In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_Lines

    So what we want is the ability… more

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    0 comments  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
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19. Receipt for waived fees

    Customers sometimes want a receipt for waived fees. Currently that's not possible within ALMA.

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20. Alma “scan-in” API: Marc21 field 852 - call number prefix and suffix

    We are using the Alma “scan-in” API
    /almaws/v1/items?itembarcode={itembarcode}
    which redirects to
    /almaws/v1/bibs/{mmsid}/holdings/{holdingid}/items/{item_pid}
    to print book labels.

    Some sublibraries also use call number prefixes or suffixes in some cases.
    
    Please see the following example record:
    - Marc21 field 852 in the Holding record
    - XML output

    (1) Example: Call number with prefix 852 $$k
    852 8_ |b XHOG |c XGRY |h G-1234567 |k Präfix

    XML output:
    item/holdingdata/permanentcallnumber: Präfix G-1234567
    item/holdingdata/callnumber: Präfix G-1234567
    item/holdingdata/accession_number: G-1234567

    item/itemdata/parsedcallnumber:
    <parsedcallnumber>
    <callno/>
    <call_no>Präfix</call_no>
    <call_no>G-1234567</call_no>
    </parsed_call_number>

    (2) Example: Call number with suffix 852 $$m
    852 8_ |b XHOG |c XGRY |h G-1234567 |m Suffix

    XML output:
    item/holdingdata/permanentcallnumber: G-1234567 Suffix
    item/holdingdata/callnumber: G-1234567 Suffix
    item/holdingdata/accession_number: G-1234567

    item/itemdata/parsedcallnumber:
    <parsedcallnumber>
    <callno>G-1234567</call_no>
    <call_no/>
    <call_no>Suffix</call_no>
    </parsed_call_number>

    (3) Example: Call number with prefix 852 $$k and suffix 852 $$m
    852 8_ |b XHOG |c XGRY |h G-1234567 |k Präfix |m Suffix

    XML output:
    item/holdingdata/permanentcallnumber: Präfix G-1234567 Suffix
    item/holdingdata/callnumber: Präfix G-1234567 Suffix
    item/holdingdata/accession_number: G-1234567

    item/itemdata/parsedcallnumber:
    <parsedcallnumber>
    <callno/>
    <call_no>Präfix</call_no>
    <call_no>G-1234567</call_no>
    <call_no/>
    <call_no>Suffix</call_no>
    </parsed_call_number>

    and after some tests the <parsed_call_number> section looks like this:

    <parsed_call_number>
    <call_no/>
    <call_no>Präfix</call_no>
    <call_no>G-1234567</call_no>
    <call_no/>
    <call_no>Suffix</call_no>
    </parsed_call_number>

    Conclusion:
    - Marc21 subfields 852 $$k and $$m are not listed sperately in the XML :-(
    - In <parsed_call_number> section the content of <permanent_call_number> or <call_number> is splitted up into the content of 852 $$k, $$h and $$m. The order of the <call_no> tags is correct (call number prefix / call number / call number suffix) but there are also empty <call_no/> tags.

    Please provide us a XML output with Marc21 852 content in seperate fields. The important call number fields for us are:
    - 852 $$k ... call number prefix
    - 852 $$h ... call number (classification part)
    - 852 $$m ... call number suffix
    - <accession_number> includes 852 $$h only if the call number has been generated via a call number (accession number) counter.

    Other libraries may be interested also in other subfields of Marc21 852:
    https://www.loc.gov/marc/holdings/concise/hd852.html
    $h - Classification part (NR)
    $i - Item part (R)
    $j - Shelving control number (NR)
    $k - Call number prefix (R)
    $l - Shelving form of title (NR)
    $m - Call number suffix (R)

    Having the content of 852 $$k, $$h and $$m in separate XML fields gives us the possiblity to handle the call number parts in a different way on the book label (if desired).
    Having two <call_no> tags in the <parsed_call_number> section is not clear enough. It could mean that you have:
    - 852 $$k ... call number prefix / 852 $$h ... call number (classification part)
    - or 852 $$h ... call number (classification part) / 852 $$m ... call number suffix

    Thank you in advance!

    We are using the Alma “scan-in” API
    /almaws/v1/items?itembarcode={itembarcode}
    which redirects to
    /almaws/v1/bibs/{mmsid}/holdings/{holdingid}/items/{item_pid}
    to print book labels.

    Some sublibraries also use call number prefixes or suffixes in some cases.
    
    Please see the following example record:
    - Marc21 field 852 in the Holding record
    - XML output

    (1) Example: Call number with prefix 852 $$k
    852 8_ |b XHOG |c XGRY |h G-1234567 |k Präfix

    XML output:
    item/holdingdata/permanentcallnumber: Präfix G-1234567
    item/holdingdata/callnumber: Präfix G-1234567
    item/holdingdata/accession_number: G-1234567

    item/itemdata/parsedcallnumber:
    <parsedcallnumber>
    <callno/>
    <call_no>Präfix</call_no>
    <call_no>G-1234567</call_no>
    </parsed_call_number>

    (2) Example: Call number with… more

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