Alma
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1692 results found
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Provide a configuration to limit by material type to a specific pick-up location
For institutions with multiple libraries where only one library may have A/V viewers or microform readers it would be helpful for that institution to limit the pick-up location by material type to the library that has the necessary equipment for onsite use.
This would eliminate confusion and time delay when a user makes a request to pick up a material type at a location where they cannot use it onsite.5 votes -
Sorting Lending Requests
Add option to sort by Call number to Resource Sharing Lending Requests
5 votes -
SUMIF function for Alma Analytics
There is currently no way to do a SUMIF function within Alma Analytics. In Excel, a formula like =SUMIF(A:A, A2, B:B) will perform the following operation: it will look for duplicates in the first column and if present, sum the numbers in the second column and output them in the third column. This is particularly helpful when trying to determine something like the total number of serial volumes per library (or some similar metric) without using the subtotal function. The subtotal function creates an additional row at the end of each unique set of instances instead of putting this data…
5 votes -
Items with fulfillment notes cannot be checked out on self checkout machines
Currently items with Fulfillment Notes loaned through the Automated Fulfillment Network (AFN) cannot be checked out on the self checkout machines. Locally owned items with fulfillment notes can be checked out through the machines. Having the ability to checkout all loans on the machines regardless of notes will streamline the process for patrons and service desk staff. It will also eliminate the confusion that occurs when users encounter this situation during the time of checkout.
5 votes -
Allow VAT % amount greater than 100% when VAT Type is not Exclusive
We receive a 'The field VAT % contains an invalid value' error when a VAT % amount is recorded as being >100% and we cannot progress the invoice any further. This error is valid when VAT Type is 'Exclusive', because it indicates that the VAT Amount > Total Amount. But it shouldn't be invalid when the VAT type is Line Exclusive or Inclusive, because it merely indicates that the VAT Amount > the amount of the other invoice lines.
We encounter the problem when paying invoices where the invoice primarily consists of a taxed amount. This is common when receiving…
5 votes -
Physical item editor Receiving date
In the Physical Item Editor Receiving date field, in order to add today's date, one must click on the calendar, then click on the day. Since today's date is already highlighted in the calendar, I would like the option to hit Enter to fill in the field. Even better would be the option of typing a t (for example) and having today's date autofill.
5 votes -
Add Purchase Requests to blocked actions
We would like to prevent blocked users from submitting Purchase Requests. Although it is possible to ask Ex Libris to configure a blocked action for Resource Sharing Requests, it is not possible to do this for Purchase Requests. It would be useful to have a blocked action for Purchase Requests that we could use in Block Definitions.
5 votes -
Overlap Analysis reports
These reports would and should utilize and contain within them subject headings and subject areas. It seems like it would be a very useful functionality for staff to make use of subject headings for comparison to other vendors' reports who use subject headings/terms while doing an overlap analysis. When trying to compare CZ electronic collections to our IZ collections, it would be good to know which subject coverage area and date range each matched portfolio has.
5 votes -
Allow to add a fund to PO Lines for donated or free items
We must add a fund to each order line for accounting reasons, even if the items are free of charge.
We use a workaround similar to the workflow described in the following article.
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_associate_PO_Lines_for_donated_or_free_items_with_a_fundIt would be very helpful to be able to add a budget even if the price is zero.
5 votes -
Readability of the Predicted items menu for daily and weekly serials
When predicted items are generated for the current year, daily and weekly serials get several pages of items.
It is then very difficult to find in the list the latest issue to receive. It would be helpful to have some options, for example only display the 5 or 10 latest items.5 votes -
Generate barcodes in batch
Alma can be configured to generate a unique identfier in the barcode field of the item record one record at a time. Once the configuration is set, the unique identifier can be created by clicking the Generate button or simply by clicking Save.
It would be very helpful for Alma be able to generate sequential unique identifiers for each item in a set by running a job. That way, we could create a situation where each item in Alma has a unique identifier, either a real barcode number for a real barcode attached to an item or a different unique…
5 votes -
Add column options to 'Receive New Material' / receiving dashboard
Add more column options to the 'Receive New Material' page / receiving dashboard: expected receipt date and vendor name. Others have previously suggested brief level and item policy.
5 votes -
Disable Electronic Activation Tasklist
It would be helpful to have the option to disable/enable the electronic activation tasklist. Whether or not the tasklist is incorporated into local workflows, the tasklist continues to grow with resources as they are ordered from the community zone. This leads to a very bloated tasklist with no clean way to clear items from the tasklist (i.e. resources that have already been ordered and received/activated remain on this list).
In a case with ExL (06794492) it was confirmed that items from the tasklist cannot be cleared in batch and each resource needs to be manually deleted.
By disabling the tasklist,…
5 votes -
Need job to force POLs out of Claims status
Over the years, many items of all resource types have fallen into Claims for one reason or another. For the purposes of cleaning up records, Alma should have a job that enables Acquisitions managers to force POLs out of Claim status, even for closed fiscal periods or POLs that are closed. The inability to move an item out of Claim due to it not following the strict receiving process is very inconvenient and makes the Claims function almost useless when its so cluttered.
5 votes -
Remove library and locations from Analytics created in test period
During migration to Alma we found that there were some incorrect data in holdings records for libraries and locations. This was useful because those data were not exposed to metadata managers in our previous system. Prior to migration, these incorrect libraries and locations were removed from our data in the previous system.
Now I find that those incorrect libraries and locations remain in Analytics. In order to filter these incorrect data out, one needs to remember to filter them out. This is not a long-term tenable solution as fewer and fewer staff members recall the specifics of the data cleanup…
5 votes -
Make the labels feature in ILL/Resource sharing a preconfigured list that staff have to choose from.
We suggest an enhancement to the Labels feature within Resource Sharing/ILLs area of Alma, so that staff have to select labels from a preconfigured list/dropdown menu? At present, it is a free text field, that creates a new label any time it is entered in a slightly different format or spelling. This makes it hard to keep the labels tidy as variations and spelling errors can occur and makes stats collection more difficult.
5 votes -
Enable fines and fees to be searchable by barcode
Search in a Patrons Account
I know you can search by barcode in a patron's loans; however, it is not an option when searching in Fines and Fees. Is this something that could be added?5 votes -
Dear colleagues, regarding Alma interface, it would be highly useful that the option EDIT ITEM had a 1-step shortcut.
Dear colleagues, regarding Alma interface, it would be highly useful that the option EDIT ITEM had a 1-step shortcut. It is pretty annoying to continuously click 3 times to open de item in order to work on it. Thank you for your attention.
5 votes -
Add call number to General information box
In the new UI, when searching for a title, the results do not display the call number in either the holdings summary on the left, or the general Information box on the right. yes, it's only a click away in the 'Holdings' option, but when you're doing a task involving a lit of, say, 200 items, that's 200 extra clicks.
the General information box already shows Material Type, ISBN, Edition, Brief level 10, and a whole lot of other things, so why not the call number?5 votes -
License Section Names - Customizing Capabilities and Upgraded Reordering
I'm bringing back an idea that was posted years ago because I really think it's important.
Many of us would REALLY like to have the ability to create our own Section Names. If it's possible for us to create our own license terms, then I don't see any reason why we shouldn't have the ability to personalize Section Names.
As the original idea stated, the existing section names don't always match well with our agreements and there are some clauses that don't fit under the current sections. The lack of ability to create our own license sections can really make…5 votes
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