Alma

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  1. Allow cataloguers to choose which names are linked to authority files

    Allow cataloguers to choose which names are linked to authority files

    This is important because the all on or off automatic linking creates links for unqualified names and catalogers want the option to verify and thus link names in the way it is done in connexion.

    This when the authority data is updated - every record attached to it is improved and unqualified or non-established names do not get affected.

    126 votes
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  2. Ability to find bib records with attached PO lines but no inventory

    Problem:
    It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.

    Use Case:
    The ability to find bibs with only PO lines attached is necessary in order to keep the database…

    126 votes
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  3. controlled vocabulary list upload

    Hi,

    Instead of create term by term when working with controlled vocabulary, enable the option of upload an excel file or any csv file that will do that.

    125 votes
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  4. Allow staff to override if an item type is not requestable

    We would like some books (like a reference book) to be non-requestable for a student. However, we would like for staff to be able to put in a request on a student's behalf for a reference book, or perform an override when appropriate.

    124 votes
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  5. Adding more scheduling options for emailing Scheduled Reports (Alma Analytics Objects)

    Currently, there are limited scheduling options for emailing Scheduled Reports (Alma Analytics Object area). Many of our users need reports delivered on the 1st of each month in order to capture the previous month's data. The only option right now somewhat close to that is delivery on the 2nd of each month. This doesn't work for us because it adds the first day's worth of data from the next month to the previous month. I propose adding delivery options for the 1st of each month. Better yet - how about offering a drop-down list where users can choose a certain…

    124 votes
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    18 comments  ·  Analytics  ·  Admin →

    Hi everyone. This will be considered. First a comment and a question.
    Regarding “how about offering a drop-down list where users can choose a certain day of the month for report delivery”.
    This will not happen. Jobs of this nature need to be scheduled so that resources can be properly distributed.
    Regarding adding additional time, that may happen. Now a scheduled report has the following possible options. What would you like to see added and or changed?
    Every Monday at 03:00
    Every Monday at 07:00
    Every Monday at 09:00
    Every Day at 03:00
    Every Day at 07:00
    Every Day at 09:00
    On the 02 of every month at 03:00
    On the 02 of every month at 07:00
    On the 02 of every month at 09:00

  6. Enable bulk due date changes based on a set of items listed by barcode

    We've had occasions where it would have been useful to be able to create a set of items, for example, in Alma Analytics. Then to take that set of items, e.g. a CSV or Excel file listing the barcodes, and then to update the due dates of all those items, to a new fixed value.

    This is similar to the current Bulk Due Date Change functionality, but with the addition of uploading a list of items to change.

    Regards,

    Ciaran

    The University of Manchester Library

    123 votes
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  7. Alternative Call Number in Manage Patron Services-Requests

    In Manage Patron Services, tab Requests, we can’t display or add Alternative Call Number.
    For us is important the visibility of this field due to it’s our location system.
    We would like this field to be displayed.

    Thanks!

    122 votes
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  8. Batch deleting PO's

    There is currently no system job to delete PO's. These have to be done manually using the Acquisitions>Purchase Order>Delete PO function individually in ALMA.

    We have 1000's of old orders migrated from our legacy system that are no longer required. We also now only keep 7 years worth of orders in line with current financial practice and so would like to be able to set a job to batch delete at rollover into the new fiscal period.

    122 votes
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  9. Allow Reinstatement of Fines/Fees

    Fines are occasionally processed in error or you might need to reinstate a fine payment taken on someone's account. We would like the ability to reinstate fines that have previously been paid or waived.

    119 votes
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  10. Ability to add notes to invoice lines from invoices that are paid and closed

    We are aware that one can edit notes on an invoice that is already paid and closed. However, for subscriptions, journals and continuations we often have the need to add/edit notes on the invoice lines of invoices that are already closed and paid. Manually putting the invoice back in Review to edit / add notes to the invoice lines doesn't solve the problem as this makes the payment information disappear which we then have to re-enter.

    We require the ability to add notes to invoice lines from invoices that were already paid and closed without having to re-open the invoice.

    119 votes
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  11. Re-sequence MARC fields by each tag when running a normalization rule

    Currently, after running a normalization rule on a set of bib records, the bib records display the 5XX fields out of order, e.g. 500, 546, 506 etc. This occurs even after running the CnmarcBibReSequenceTask as fields between 500 and 899 are not sorted, or sorted only by hundreds (this was the information given to us by a member of staff when we reported the issue on the ExLibris Customer Portal).

    Having all fields in the correct order would ease any future cataloguing needed on these records, or when staff members view the record for work purposes.

    I've attached an example…

    118 votes
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  12. Alma Templates: allow user-by-user customization of default holdings templates

    The shared MARC21 holdings templates in Alma offer customization of the template properties, allowing the selection of one template as the default. This customization applies to the entire institution, and not the individual Alma user. Therefore, when we have multiple catalogers working with multiple templates, they all have to conform to one default template. It would be useful to allow each cataloger to set the default template for their workflow.

    117 votes
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  13. Add a view option for Attachments.

    Currently if you want to view an attachment (e.g. licence attachment, POL-attachment, etc) you have to download it to your computer. This is very annoying if you just want to have a quick glance at it as your are constantly cleaning out your downloads folder.
    It would be really great if there were a view option which either showed the document in a pop-up or opened it in another tab of your browser.

    117 votes
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    3 comments  ·  Other  ·  Admin →
  14. Show completed requests in RS without having to enter search term

    At the moment, completed requests are hidden from records and have to be searched by entering matching search terms. Our ILL staffs are finding facets appearing left to active requests records very helpful, as they reportedly spare staff members' effort and time to enter search terms and go through all the unwanted information. This applies to completed requests as well, as the staffs have to revisit them every now and then. It would be greatly appreciated if completed request records could be seen, limited, searched and browsed just like active requests, without having to enter search terms.

    114 votes
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  15. Improve Alma Link Resolver’s performance with Pubmed IDs (PMIDs)

    Improve Alma Link Resolver’s performance with Pubmed IDs (PMIDs) such that it is as good or better than Serials Solutions’ 360 Link performance with Pubmed IDs. Areas where this is currently a problem include translation of OpenURL data from Pubmed over to Illiad through Alma Linker and Primo, item level linking between Pubmed, Alma Linker and Cochrane Library, and probably many other areas.

    112 votes
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  16. Add a linking job for mass linking of NZ records to IZ

    Currently the only way to use records from NZ in an IZ is to search them in the NZ and perform an action like "order" or "link" on every single record one by one. There are, however, situations where an IZ wants to use a bulk of records. For this purpose we need a possibility to link records in bulk and create inventory for the linked records.

    We imagine a linking job that takes as an input a logical or itemized set of records saved from a search in the NZ. The linking job can create physical and electronic (and…

    112 votes
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  17. Automatic orders claiming

    At the moment Alma only sends one claim request to the vendor. If the ordered item is still not received, staff need to follow up and re-claim manually; usually a number of times.

    We would like to see claim cycle functionality in Alma so that we can configure follow-up claims based on a set interval per vendor, as well as a maximum number of claims to be sent before the order is automatically cancelled and the vendor automatically notified. It would also be useful to be able to see the history of claims for an order, and be able to…

    112 votes
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  18. AFN Fulfillment Network, Add patron's home institution to the fields available on the hold shelf's display

    When an Automated Fulfillment network allows for their patrons to pick up materials at any Institution in the AFN, it is possible for a patron to pick up their item at a third institution, that is neither the patron's home library, nor the item's home library.

    With how Alma currently manages Linked Users, and with the fields available for display on the Active and Expired hold shelf screens, library staff at that third (pick-up only) institution are unable to determine which institution the patron is from.

    This is because:

    Since the patron is not a local patron to the pick-up…

    112 votes
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  19. Improve Display Logic in Alma Uresolver to show all variant coverage statements in a collapsed menu

    Ideally, Alma should be able to display ALL unique variant coverage statements when showing a collapsed menu.

    If a library uses the Display Logic rules to for example show Proquest as an option only once in a services menu, this works very well where a journal may be in 12 Proquest databases with the same coverage.

    However, when the coverage varies significantly between these databases, Alma uresolver will still just show one of the coverage statements and a user will only see a subset of holdings and believe this is all the library has. (eg Nursing standard in Proquest is…

    111 votes
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  20. Request letter

    We would like to be able to send a user a notification about a request immediately after placing the request. The notice would give basic information about the status of the request. Something along the lines of the "interested in" letter. Running a request report once a day is insufficient for our operations.

    111 votes
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