Alma
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1727 results found
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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…
86 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 -
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.85 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 -
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 -
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.
83 votes -
Add more work record details (e.g. MMSid) to the InterestedInLetter to improve Interested User notifications
Currently the XML which builds the InterestedInLetter for receipted Print and activated Electronic resources does not provide many details which can be customised in the letters customers would like to send to their patrons/interested users.
A specific use might be to send a pre-set Primo link to the resource (e.g. a deeplink search by MMSid), but also to be able to provide much clearer information to the Interested user about what the item is, and where it is/will be found.
i.e.
i) Order Number (PO Line ref)
ii) Title (Possibly brief POL record/not the updated bib to which inventory is…82 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 -
Reminders : extend the Add reminder functionality to other roles (only Cataloger now)
Reminders functionality could be more effective if extended to other roles than only cataloger role. At least Electronic and Physical inventory operators should be able to add a reminder on a Bib record in a repository search result.
The managing of reminders from Cataloging menu can be limited to catalogers.82 votes -
82 votes
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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 -
Additional functionality for new Born Digital POL types
As a Legal Deposit library we process physical and born digital material in the same way through Acquisitions; creating bib records (often pre-publication), POLs and claiming if we don't receive material in the expected timeframe. We need the new Digital POLs to work as close to the Physical workflow as possible.
The new born digital workflow assumes that we have the file in hand and can attach the representation when we create the POL. That is not always the case for us as we create a lot of POLs pre-publication as well as for material where we then need to…
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 -
Allow portfolio loader to match on MMS ID when creating e-inventory
The portfolio loader tool can only create inventory by matching on ISSN, ISBN and PID. It does not match on MMS ID. This is an issue when creating electronic portfolios for theses/dissertations or source material that do not have an ISSN/ISBN.
81 votes -
Add warning for active title-level-requests when relinking or deleting holding records or items
When relinking holdings and items to new bib records or deleting holdings or items, requests can get lost. This is the case if they are on the titel level instead of on the item level.
(Cf. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/015_Managing_Physical_Resources#Relinking_Items_to_Another_Bibliographic_Record)Staff with the role Cataloger Extended or similar roles which allow for relinking and deleting of records, holdings, and items, would benefit from a warning that an active request is present on the title level (e.g. a pop-up) before a holding record or item is relinked or deleted.
81 votes -
Add "Streaming" Purchase Order Line (POL) Types
There are currently no POL line types for streaming content.
I'd like to see the following POL Line types added:
Streaming Video - Subscription
Streaming Video - One Time
Streaming Audio - Subscription
Streaming Audio - One Time81 votes
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