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175 results found

  1. Automatic generation of call numbers

    The call numbers play an important role as source of information for staff and users and in the workflows, that is why we also strongly miss the automatic generation of call numbers (in Aleph the Z311 table "to register the last sequence number assigned for a sublibrary + prefix, so that the next highest number can automatically be assigned when an item record is created"). When we have to do it manually it deeply lowers the efficiency of the workflows and is open for human mistakes that cause further problems.

    20 votes
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    1 comment  ·  Resource Management - Physical  ·  Admin →

  2. Allow configuration of which columns are in the the Print Slip Report

    For institutions that handle a large number of Patron Physical Item, and other request types dealing with their physical inventory, the Print Slip Report available under Fulfilment>Resource Requests> Pick from Shelf is a crucial workflow tool.

    However the report output is inflexible, including columns which are irrelevant to many customers and which require hiding/deletion in Excel formats before being printed for onward process by library staff.

    It would be a huge improvement to be able to configure the columns that go into this report to ensure that only the key ones are downloaded for each circulation desk's pick from shelf…

    148 votes
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    9 comments  ·  Fulfillment - Requests  ·  Admin →

  3. Truncate titles, etc. when searching

    Truncated searching would save a lot of keystokes. It would also save a lot of typing when you misspelled something and then have to retype the entire title again. Typing in the exact title when it may be very long or a little bit different from what you remember takes a lot of time. Allowing for a wildcard would allow better searching for plurals, different endings, etc.

    2 votes
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    Already Supported  ·  1 comment  ·  Resource Management - General  ·  Admin →

  4. Ability to report all MARC tags and subfields in bibliographic, holdings and authority records

    Hi Ex Libris

    I would like to have the ability to report on Marc bibliographic, Holdings and Authority data with ease.

    It should be easier to create an output field that will output a whole Tag or Tag with subfields using Alma Analytics.

    There used to be a BRIALLIANT functionality with VOYAGER where you could use Oracle stored functions to output MARC data. Options included:
    GetAllAuthTag (AuthId, tag, format)
    GetAllBibTag (Bib    Id, tag, format)
    GetAllMFHDTag (MFHDId, tag, format)
    GetAuthTag (Auth    Id, tag)
    GetBibTag (BibId, tag)
    GetAuthSubfield (Auth    Id, tag, subfield)
    GetBibSubfield (BibId, tag, subfield)
    GetMFHDSubfield (MFHD    …

    32 votes
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    7 comments  ·  Analytics  ·  Admin →
    Already Supported  ·  AdminYoel Kortick (Senior Librarian, Ex Libris) responded

    Please note that it possible already in Alma user interface to report on (create sets of records) according to any field and / or subfield of the MARC record. This functionality does not require that the field is indexed. Indication rules are used to retrieve data according the presence (or non-presence) of data in fields or subfields.
    For further details see the following three files at https://knowledge.exlibrisgroup.com/Alma/Product_Materials/Overview_Materials/Presentations_and_Documents
    Rules – Indication rules and set filtering.pptx
    Rules – Indication rule examples.docx
    Rules – Indication rules – How to use wildcards for field codes .docx

  5. Renew resource sharing loans

    Currently it seems that only requests with a Received status show the 'request renew' option. This should be extended to requests that have the status 'loaned to patron' as these are more likely to need renewing.

    9 votes
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    1 comment  ·  Resource Sharing  ·  Admin →

  6. Add grand total to 'before values' in Analytics

    When creating large data sets, it'd be useful to be able to right click at the top of a column, 'Show Row level Grand Total', and choose something to show at the TOP of a column, instead of having to choose 'After values'. This might help avoid having to use prompts or exporting just to count things.

    9 votes
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    Already Supported  ·  2 comments  ·  Analytics  ·  Admin →

  7. Add the ability to select, open, and edit more than one item record at a time.

    Currently, Alma only allows one item record to be edited at a time within cataloging. To have the ability to selected multiple items, and then open them all at the same time (either in the same screen, or pop-ups) would be a HUGE time saver. Not only for catalogers, but for binding and material physical processing users as well.

    226 votes
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    13 comments  ·  Resource Management - Physical  ·  Admin →
    Already Supported  ·  AdminLili Daie (Product Manager, Ex Libris) responded

    As of July 2020, it is possible to run jobs on selected items from both the physical items search and the items list, according to your roles and permissions. Note that a role at the institution-scope is required to run jobs in Alma, as they may affect items from various libraries. Repository managers, who can manage sets, can also create itemized physical items sets or add the selected items to an existing set from these pages.

    For more information see: https://www.youtube.com/watch?v=V_m0zP_1JVE

  8. Add the "internal description" and "notes" fields of the portfolios and e-collections to the eInventory dimension in Analytics

    In our e-ressources workflow, we currently use the "internal description" field of the portfolios and e-collections to maintain some useful information on the resource status, e.g.: "local", "to check"... (because there is no specific field for these needs). It would be very useful to add this field in the "portfolios" and "collection" domains in Analytics, so that we can, for example, create an analysis to receive weekly reminders on these status. Currently, we have to use sets, which is less dynamic and personalized.
    It would also be very useful to add the "notes" fields in the Analytics dimensions for portfolios…

    53 votes
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    2 comments  ·  Analytics  ·  Admin →

  9. Overdue block equals to the number of total overdue days of all book

    In Alma, we have overdue block for users who overdue books since 2015 November release. But, I need more option for overdue block: overdue block should be "ACCUMULATED". I want to create overdue block which is same to the number of total late days of all overdue book.

    For example, when a user returns items, and if the user has two overdue items - one is 5 days overdue. and the other 10 days overdue.

    The user will be blocked from loaning forward for 15 days. After 15 days, he/she will be automatically released.
    (with current overdue block system in…

    2 votes
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    0 comments  ·  Fulfillment - General  ·  Admin →

  10. Calendar Details Accessible to Circulation Desk Managers

    To configure a library calendar (Adding/Editing Calendar Details), one must have the Fulfillment Administrator or the General System Administrator role. Those roles are often given to very few people within an institution.
    Modifying the calendar details of an institution or library and configuring the hours during which the institution/library is open or closed must be done on a regular basis. We find it would be much easier if the "Calendar management" tab could also be edited by Circulation Desk Managers, and not only by Administrators. This would give more flexibility to the library and allow its staff to directly manage…

    2 votes
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    Already Supported  ·  2 comments  ·  Fulfillment - General  ·  Admin →

  11. Improve the Record Quality & Coverage for eResources in the Community Zone

    Could you please source full level records for eResources in the Community Zone.
    The ability to link to records in the CZ is a great feature but if the records are poor or non-existent then this renders eBooks undiscoverable in Primo and will certainly render FRBRization impossible.

    14 votes
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    Already Supported  ·  3 comments  ·  Resource Management - Electronic  ·  Admin →

  12. A search action/filter limited to locally created portfolios (i.e. non-CZ portfolios)

    A search action/filter limited to locally created portfolios (i.e. non-CZ portfolios). Among other use cases, it should be a way to keep track of deleted CZ portfolios that have become local portfolios. As I recall, SFX had/has such a search possibility.

    4 votes
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    1 comment  ·  Resource Management - Electronic  ·  Admin →

  13. Pop up note for item with a status

    I would like to see a pop up note when an item is in Missing status. We add additional notes in Statistical fields to track missing items. It would be good to be able to clear those at the point of scan in instead of having to investigate. In fulfillment you don't know if you scanned in a "missing" item.

    17 votes
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    3 comments  ·  Fulfillment - General  ·  Admin →
    Already Supported  ·  AdminNoam Fass (Product Manager, Ex Libris) responded

    Dear Alma users,
    Currently when an item that has a process type “missing” is scanned in, Alma prompts a pop-up message stating that “Item’s missing status was removed, barcode xxxxxxxxxx” (see attachment for example).

    I believe this answers the need you raised: “In fulfillment you don’t know if you scanned in a “missing” item.”

    If for some reason you do not see this message when scanning an item that has a process type “missing”, please submit a Salesforce case.

    Thanks,
    Noam Fass | Alma product management

  14. Enable Alma institutions to report on bX service impact

    I'm interested in the possibilities of the bX recommender service that's integrated into Primo - I believe that this tool has great potential for institutions and users. But, to my knowledge, there's no ability for an Alma institution to produce data showing how users interact with bX from the Alma Link Resolver services menu (to determine service impact). For bX to be relevant, this needs to change.

    Data points of interest include: The number of end users who clicked on at least one recommendation; the total number of recommendations clicked on; the services accessed by users clicking on bX links…

    8 votes
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    0 comments  ·  Link Resolver  ·  Admin →

  15. An Un-Receive button right on the Receiving Page

    A simple Undo/UnReceive (CTL-Z) button that can be immediately used if a book was received in error and needs to be moved back to the list of books waiting to be received.

    31 votes
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    6 comments  ·  Acquisitions - General  ·  Admin →
    Already Supported  ·  AdminYoel Kortick (Senior Librarian, Ex Libris) responded

    Hello. Please note that it is possible to do “un-receive” from the receiving page (receiving workbench). For details see
    “Acquisitions – How to unreceive an item via the unreceive button.docx”
    at
    https://knowledge.exlibrisgroup.com/Alma/Product_Materials/Overview_Materials/Presentations_and_Documents
    This document shows a detailed example of the “un-receive” option for items of both a “one time” and “continuous” type order.

    Have a nice day,

    Yoel Kortick
    Senior Librarian
    T: +972-2-6499369
    M: +972-54-7136408
    Yoel.Kortick@exlibrisgroup.com
    www.exlibrisgroup.com

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