Alma
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1692 results found
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Clear Process Type (Transit) of all Items in Set with Job
Often books get skipped during scanning-in and are reshelved while still having a process type of "Transit." This leads to hundreds of materials over time in the stacks showing as not in place. A set with only these items can be created, but a bulk clearing of this field isn't yet possible.
Any of these would work:
1. create a job that clears the Process Type (specifically books marked Transit that have already been reshelved but were skipped during the regular scan-in process)
2. scan-in all items in a created set
3. scan-in multiple barcodes at once (separated by ;…87 votes -
Add scheduled job which Recalculates Rota Assignment on Resource Sharing Borrowing Requests in Locate Failed Status
We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota unfilled, and…
86 votes -
Ability to edit a location instead of creating a new one
We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.
We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.
This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).
This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…
86 votes -
Ability to Toggle the Missing with Fulfillment Role
Currently, the only way to mark an item missing with a fulfillment role is from a request. However, circulation staff often need to mark items missing that do not have requests. As far as I can tell, it requires the Physical Inventory Operator role to toggle the missing status from the item record. I would like staff to be able to toggle the missing status without having permission to edit/add records. Marking something missing is typically a fulfillment activity though and not always related to a request.
86 votes -
New type of block : booking
Currently the Block Preferences in Alma have Block options to permit Blocks on :
· Block types 01 et 02= Loan and renewals
· Block type 03= Loan and renewals and request
· Block type 04 = Resource sharing
· Block type 05 = Request
It would be good to include a type of block for Booking only. It would allow us to block Booking without blocking other services for a patron.
Right now libraries can’t choose to sanction a booking abuse without blocking every other service. It is too strong a sanction for some users.
Best regards,
Nathalie Darbon
86 votes -
Ability to select records to release from MD editor
Cataloger can release 1 record per time or all records can be released, but it would be useful catalogers could select multiples records to release.
86 votes -
On Hold Shelf letter should display pick-up library rather than owning library
Currently, if a student places a request on a book from a different library to be picked up at their "home" library, the On Hold Shelf letter comes from the owning library with the owning library's branding, not from the pick-up location, which is what they are expecting. This is confusing to students because they are not expecting an email from a different library and often ignore it.
The On Hold Shelf letter email should have the pick-up library information/branding, not the owning library's information/branding.86 votes -
Ability to define a shipping address per PO line
We need the ability to define a different shipping address than the library billing address per PO line. The address should be included in the XML of all vendor-facing letters, be searchable, and be included in the Excel lists exported from the search results.
Use Cases:
- A central library manages subscriptions to journals and newspapers that are sent directly to end users by the vendor.
- Several libraries are integrated into a single Library in Alma but send orders independently to vendors, expecting delivery to their local addresses.85 votes -
Add item process type when creating a new item record
Currently when creating a new physical item record, you cannot populate the process type field. You must create the record, then go back in and edit the record to add the process type. DUPLICATING an item record does allow the process type to be updated, but creating a new item does not. The extra clicks to go back into an item record to edit it really adds up for Catalogers having to do this repeatedly throughout the day.
Here is a screen recording showing the issue when creating a new item record:
https://app.screencast.com/zw7GhHEnH5Won85 votes -
Purge User Records - allow to keep users with Blocks
Right now the Purge User Records job does not delete users with active loans and users with a fee > than a specific threshold.
Users with active Blocks are instead deleted.
Adding to Purge User Records job an option allowing to keep the users with blocks would be very useful.85 votes -
User ID Generation functionality also on the User Details page
Libraries can configure the automatically generated user identifiers for new patrons that are added when an operator adds a patron on the Patron Identification page. We would like that the user Primary identifier can also be generated when users are added or edited on the User Details page: Existing users (external or internal) could have their Primary identifier updated (refreshed) in a more easy and effective way by circulation desk operators.
84 votes -
Alma to support Hold Information in SIP2 checkin reponse
We have a sort assistant (RFID equipment) that displays the next step/destination of an item on screen. It also generates a hold slip (with the hold patron name if there's a request for that item) or a transit slip (if it needs to be sent to another library).
However the hold information is not provided in the SIP2 checkin response which means having to scan in the item again in Alma to get this information.Could the following SIP2 extension fields be added to resolve this issue:
CY - Hold Patron Id
DA - Hold Patron Name84 votes -
Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery
We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.
83 votes -
Allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy
I believe this is an expansion on this idea https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/31119715-title-level-request-and-item-level-request
But we are dealing with ASRS in our case so I thought it might be a little more elaborate.
We would like to have the option to allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy.
Currently we have "No requesting" as our general policy that's applied to all of our items except for the ones in ASRS. The problem is that when items with multiple copies and identical call number exist both at open-stack library and ASRS, the No…
83 votes -
Download COUNTER data as tabular data in addition to JSON
Alma does a good job in harvesting COUNTER data via SUSHI, and Alma Analytics is a good place for analysis. Sometimes, it is necessary to work with the data in a program such as Excel. Currently, we can only download the COUNTER reports that Alma harvests as a JSON file. It is a process to convert this file into a spreadsheet format (CSV, XLSX, TSV, etc.).
I suggest that Alma offer the option to download the COUNTER reports in tabular format, as a CSV or XLSX file.
83 votes -
More options to limit access to private patron information for student employees
Some libraries hire students as part-time staff at the circulation desks or helpdesks. Per the institution or library policies, for privacy reasons, student employees may not be allowed to search for Alma users or to view the contact details of staff members or other student users.
Currently, access to contact details and searching for users are by default possible to any Alma user with Fulfillment roles. Disabling the ALLOW-USERS-SEARCH privilege can prevent access to users list in Manage Patron Services and auto-complete search in same page, but it does not affect the persistent search for users or access to Admin…
83 votes -
Proxy/Principal User Search
(I'm not sure the best term, so I'm using "principal" to refer to the person a proxy is acting on behalf of)
It's possible to view a list of principal patrons that a patron is a proxy for from within the proxy's user record (the "Proxy For" tab).
It's not possible to view or search for patrons that are proxies to a principal patron.
Examples:
1) Alice and Bob are known proxies for Chad.
I can open the Proxy For tab for Alice and Bob, where Chad will be listed for both.2) Chad has several proxies, but it's uncertain…
82 votes -
Allow customization of close_paid_lost_loans parameter
When the closepaidlostloans parameter to false and lost loans are closed (either manually or through the Close Lost Loans job), refunds/credits are not automatically given to patrons if the item is subsequently found and returned. When setting the closepaidlostloans parameter to true and the lost loan is closed (automatically setting the Lost and Paid status), a refund/credit IS applied to the patron’s account if the item is subsequently found and returned, providing the Lost Loan Refund Ratio is greater than 0.
For libraries that wish to take advantage of this new Process Type, but…
82 votes -
Create a "sticky note" widget for individualized staff notes.
It would be helpful to have a "sticky note" type widget available on the Alma homepage so that staff could record personalized ideas/instructions/reminders to themselves about Alma-specific work.
The simplest version could just be a plain text box where staff could add/delete text as desired. A fancier version could allow for multiple notes to be created, storing them each with a title and create date and listing them all in the Widget.
If we get really crazy there could be a setting to enable the user to choose whether the note is a public note (for all other Alma users…
82 votes -
Adding a facet to filter search in CZ
When searching CZ for a portfolio, can we have a facet to filter to only show those collections we have activated.
82 votes
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