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1691 results found

  1. Allow POL and INV Line 'Save' with errors. NOT 'Save and Continue'--just 'Save'.

    We occasionally need to create a POL on the fly, and before I've set up the relevant fund--usually because a vendor needs a POL number right away, but information in hand can be incomplete for other reasons as well.

    'Save and Continue' should remain totally impossible without mandatory fields completed, but it's annoying to have to re-start work from scratch when I realize I'm missing a bit of info, e.g. price or fund. As it is, I usually just throw in a fake price and an existing fund as a placeholder, but those just blend in if I get de-railed…

    6 votes
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  2. Allow for greater variety in the scheduling of export invoices.

    Allow for greater variety in the scheduling of export invoices.

    We need to expand the times at which invoices can be exported automatically. Specifically 5 pm on Mondays. Thanks.

    6 votes
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  3. Enable sending of emails to non-preferred email addresses

    Currently, when contacting users using the Update/Notify Users job in conjunction with the User Notifications Letter, the process will only send to the preferred email address in the patron record. For our former students whose patron records have expired in Alma, this means that the notifications go to their student email address to which they no longer have access.

    To contact our former students once their Alma account has expired in line with university IT regulations, we have to take their unique identifier out of Alma and contact them using a separate external system. This entails a lot of extra…

    6 votes
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  4. Remove 'Level URL' from CZ collections

    We'd like to move more Electronic Collections onto fewer bib records to help with organisation of our e-resources within Alma. If there are multiple IZ collections linked to an unsuppressed bib record, you can control how many URLs display in the Primo record by controlling which Electronic Collections have Level URLs. However, this is not possible when using CZ collections as there is already a Level URL hardcoded into the collection. I don't think it's possible to override the Level URL with 'nothing' to hide that collection's link from Primo. We'd like the ability to be able to hide that…

    6 votes
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  5. receipt letters

    Fine receipt letters are being sent automatically. Either manually or automatically, it needs to be optional. Sometimes we might not want to send a receipt.

    6 votes
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  6. Enable reporting and filtering in Alma Analytics based on specific MARC indicator values by exposing them as separate, filterable fields

    Please consider enhancing Alma Analytics to:
    • Include MARC indicators as separate, filterable fields in the data model.
    • Allow reporting and filtering based on specific indicator values for any MARC tag.
    This would greatly improve our ability to manage bibliographic data quality and streamline workflows that depend on precise MARC structure.

    6 votes
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    0 comments  ·  Analytics  ·  Admin →
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  7. monitor requests on loan

    In the Alma Monitor Requests & In Processes module, add the ability to filter requests for items that are currently On Loan.

    6 votes
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  8. extended export to single file rather than multiple files for large collections

    We would like to be able to run an extended export for large local collections that have more than 50,000 portfolios and receive a single file, rather than having to spend time manually pasting them together in excel to actually use them. the arbitrary limit serves us no purpose and adds steps to our workflow. we have very limited tools to manage local collections and this is something that has bothered our staff for years.

    6 votes
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  9. Improve the Update Inventory Import Profile so that it can add standalone portfolios to electronic collection

    When using the GOBI API to create e-book orders, we've chosen to not match to CZ collections, and prefer to use vendor provided marc records loaded via an update inventory import profile. The GOBI API creates standalone portfolios when PO lines are created. The Update inventory import profile lacks the ability to update standalone portfolios with electronic collection information.

    If the Inventory tab > electronic resource mapping > portfolio type is set to part of an electronic collection, but the inventory in Alma is standalone, the import job will update the bib record but not the portfolio and yield the…

    6 votes
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  10. Automatically waive fees when redating

    Sometimes we can only deduct returned books from the user's account a few days later, e.g. if books are returned by mail. If fees have already been incurred, these must be waived manually. It would be nice if the fees were automatically waived when backdating the return date, so that we wouldn't have to calculate whether fees need to be waived or not.

    6 votes
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  11. Ex Libris completes required documentation (SAQ-D) for Alma-integration with credit card payment systems

    As an Access Services Department Head, I supervise workflows that include payment by credit card. We would very much like to connect Alma to our university approved payment system, but our Division of IT advises that even platforms that redirect to or from pages where credit card information is entered must be PCI (payment card industry) compliant. To meet this requirement, Ex Libris must complete a Self Assessment Questionnaire D (SAQ-D) and Attestation of Compliance for Merchants (https://listings.pcisecuritystandards.org/documents/SAQ_D_v3_Merchant.pdf). Until we have this documentation in hand, we cannot link directly from Alma to our payment system, worsening the user…

    6 votes
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  12. Alma as a linked entity User Interface

    The Alma backend comprises a large bunch of linked entities of different types like title, holding, request, item, report, ... However, on the user interface side theses links and references often are only displayed implicitly. We propose to make these references explicit. Example: The list of requests shown in "Monitor Requests and Item Processes" display a MMS-ID as well as (in certain cases) an Item ID. In order to view the respective title or item entity one has to copy the ID and paste it into the title, respectivly item search. We propose to add a "one click link" for…

    6 votes
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    0 comments  ·  Linked Data  ·  Admin →
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  13. Use same format for all dates in Analytics

    When combining different subject areas (I use the button “Combine results based on union, intersection, and difference operations”, and I am using union) I find that it is not always possible to combine dates.
    For example: The date "Event Start Date"."Event Start Time" from Physical Items Historical Events cannot be combined with "Loan Date"."Loan Date" from Fulfillment.
    This is due to differences in date formats.
    It's hard to predict which parts of Analytics a library would want to combine. So I suggest that the date formats be standardised across Analytics

    6 votes
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    1 comment  ·  Analytics  ·  Admin →
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  14. Put related holdings in its own tab not displayed among the actual holdings in Alma

    Add the option to turn off the display of related records holding in the holding display for a title in Alma. Having it among the 'true' holdings is very confusing and for most part not relevant when needing to locate the title at hand - In that case I'm not interested in a completely different title just because they share a relation to that title in our collection.
    A tab with the related records information would make a less cluttered view

    6 votes
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  15. Allow lending RS locate process to fail if it cannot determine which volume from a multi-volume set is being requested

    Currently, Alma's lending locate process will automatically select a single volume from a multi-volume set if it can't determine which specific volume is being requested in a title level lending reqeust. It often selects the incorrect volume, and that error is rarely caught before the incorrect volume arrives at the borrowing library. It would be very helpful if the lending locate process failed in these scenarios rather. That would give library staff the opportunity to manually review the reqeust and select the correct volume.

    5 votes
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  16. Enable the ability to associate vendors

    Similar to associating POLs, it could be useful if it were possible to associate/link vendors to each other. It would enable organizing individual vendors (mostly access providers) under broader vendors (billing agents, IP Registry, etc) and consortia.

    5 votes
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  17. Filtering a report based on a user set

    Right now if you want to filter a report on a user set...

    1. Run a search in Alma and save to a set
    2. Export the list, using Excel.
    3. Manipulate the needed field (e.g. of barcodes), to be stored in one row, with semicolon separating them (e.g. 365704-340;365704-350).
    4. Copy this list as a row to be used as a filter in Analytics

    I would like Alma smart enough, when I click on filter to simply supply the user set I created.

    5 votes
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    0 comments  ·  Analytics  ·  Admin →
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  18. Transit Time Rules for Work Order Departments

    We have work order departments in a central location providing services to multiple libraries across our state. When the department has completed their task and is ready to send the item to the distant library, Alma sets the delivery date to 24 hours when the transit time between libraries could take 72 hours. This confuses patrons who believe the item is available when it is in transit.

    The Transit Time Rule set between libraries are not configured to include Work Order Departments and only the library level is available for configuration. We would like the Transit Time Rules to include…

    5 votes
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    0 comments  ·  Other  ·  Admin →
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  19. Ability to add historical purchases and/or backdate orders

    Would like the ability to add our historical orders into Alma for record-keeping and the ability to pull in that info into analytics. We have instances of perpetual access titles/collections that we purchased prior to onboarding to Alma, but no way to include that info on the vendor's page in Alma b/c we can't add that historical info, but that restricts our ability to use those vendors in comparison to others or perform cost analysis on them either.

    5 votes
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  20. auto populate the end date for an invoice

    When entering a date range for a subscription, it often crosses into the next fiscal year. Having to select the year before you use the drop-down to select the month and day adds a lot of clicking. It is rare to have a subscription that isn't one year in length. It would save a lot of time and clicks if the end date (1 year later) would auto-populate.

    5 votes
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