Alma

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  1. Allow Acq managers to force POs to close.

    There are a number of occasions where POs get stuck at 'sent' where they should be closed. Currently we have to contact Salesforce to close these which is needlessly time consuming for all parties. It would be very helpful if Alma had the option select closed as a status type that would override the sent status regardless of activation/receipt status of the order.

    220 votes
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    After running an analysis on this issue, we believe that the root cause for the POL to be “stuck” was found and is planned to be fixed in one of Alma’s next releases. This fix will enable POL to continue in their workflow (move to the next step) and not to get “stuck”. I will update here when the fix is applied.

    Thanks,
    Noam.

  2. offer true author/creator browse

    Currently Alma offers browsing bib headings with using "names" type - which includes also headings from 600/610/611.
    We find it more useful to have a way to browse by author/creator headings without the subject name fields (relevant 1xx and 7xx without 6xx).

    282 votes
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  3. Include access information as part of the data that are published from Alma to Primo for Alma-D records

    We would like to have the possibility to include access information in the data that are published from Alma to Primo for Alma-D records (per representation).
    Use case:
    At this moment, we make the digitized content of all institutions searchable in the views of all institutions of the network.
    This is can be very useful for items that are freely available, including digitized heritage.
    However, it is inconvenient and confusing for items with restricted access, when the content can only be viewed by users of the institution.
    Yet the availability indication for these items is "Online access", because we cannot…

    124 votes
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  4. Analyse and normalise special characters and diacritics in Alma records

    In order to enable correct and consistent automatic linking between Bib. headings and authority records, Alma's treatment of diacritics needs to be normalised, and made configurable according to the Authority file being used. In addition there are special characters in use (such as quotation marks), that have more than a single graphic representation that should be normalised in order to prevent discrepancies in Almas' match and link mechanisms.
    SFC#00533813, SFC#00375370 relate to the issue.

    38 votes
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  5. Digital itemized sets

    Currently it is impossible to create an itemized set of digital titles/representations/files as the option of Rep ID header is not recognized by the system.

    49 votes
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  6. Do not publish to Primo bibliographic record if all its representations are inactive

    If a record does not include any material that the end-user can display or access, then it should not be searchable in Primo.
    For physical inventory, there is an option to enable the suppressBibWithSuppressedHol setting which means that if all physical holdings in a bib record are suppressed, then the bib record will automatically be suppressed from discovery.
    This idea asks to add similar option to digital content (Alma-D): when enabling the suppressBibWithSuppressedRep setting, any bib record that all its digital representations are inactive, will be automatically suppressed from discovery.

    37 votes
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  7. Make "Physical Item Condition Field" options configurable

    The new feature "Physical Item Condition Field" was a good idea.

    However, the condition options should be completely configurable. Currently the only options are:
    Brittle
    Damaged
    Deteriorating
    Fragile

    The current condition options seem extremely similar to each other.

    Each institution should be able to completely configure this field, including hiding the field entirely, adding/removing options, hiding/displaying options, renaming/relabelling, reordering the options.

    220 votes
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  8. Add Breadcrumbs (Collection Path) to Alma Viewer

    Like Hansel & Gretel, would be good for users to have a trail of breadcrumbs to follow home.

    That is option for Alma Viewer to display the context of the item (which collection the item belongs to if any) as defined by Alma Collections and published to Primo discovery collection lobby.

    This would enable the user, provided with a deep-link to an item in Alma Viewer, to browse related items (other items in the same collection) in Primo or return home where applicable.

    3 votes
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  9. Rights information in MARC records to display in Alma viewer

    1. Rights information for digital objects may be recorded in MARC fields:
    a. 540 (https://www.loc.gov/marc/bibliographic/bd540.html)
    b. 542 (https://www.loc.gov/marc/bibliographic/bd542.html)
    c. Possibly some other places too.
    There are only limited options in Configuring Delivery Profiles Metadata for MARC profile. - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/070Digital_Fulfillment?uxp=true#Configuring_Delivery_Profiles_Metadata There are no options to choose which MARC tags appear in the description area of the viewer.

    We would like to be able to configure the display of these fields in the Alma Viewer.

    19 votes
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  10. Adding more scheduling options for emailing Scheduled Reports (Alma Analytics Objects)

    Currently, there are limited scheduling options for emailing Scheduled Reports (Alma Analytics Object area). Many of our users need reports delivered on the 1st of each month in order to capture the previous month's data. The only option right now somewhat close to that is delivery on the 2nd of each month. This doesn't work for us because it adds the first day's worth of data from the next month to the previous month. I propose adding delivery options for the 1st of each month. Better yet - how about offering a drop-down list where users can choose a certain…

    124 votes
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    16 comments  ·  Analytics  ·  Admin →

    Hi everyone. This will be considered. First a comment and a question.
    Regarding “how about offering a drop-down list where users can choose a certain day of the month for report delivery”.
    This will not happen. Jobs of this nature need to be scheduled so that resources can be properly distributed.
    Regarding adding additional time, that may happen. Now a scheduled report has the following possible options. What would you like to see added and or changed?
    Every Monday at 03:00
    Every Monday at 07:00
    Every Monday at 09:00
    Every Day at 03:00
    Every Day at 07:00
    Every Day at 09:00
    On the 02 of every month at 03:00
    On the 02 of every month at 07:00
    On the 02 of every month at 09:00

  11. Add Linking Parser Parameters to Analytics E-Inventory Subject Area

    Every once in a while, I receive a report that the portfolio linking isn't working for one of our collections, only to discover that there "Linking Parser Parameters" for the Service that had not been configured. It would be helpful to be able to run an analytics report to see not only what collections have parser parameter options available, but what our institution has set as the value for these parameters.

    Currently, we can pull the overall parser parameter string into an analytics report, but this will not tell us what our custom parameter values are. This would really up…

    1 vote
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    under review  ·  1 comment  ·  Analytics  ·  Admin →
  12. Change item information RESTORE change type should allow clearing temporary item information.

    When using the Restore change type under Change item information, the only change made is toggling the "item is in temporary location" back to NO. Any values filled in for temporary library, temporary location, temporary item policy, temporary call number, etc. remain. Restore should clear those fields, or allow operators to keep those fields by unchecking a box that would be checked by default.

    If the item has been scanned to have an item policy for special circ rules, that information remains in the record when it is restored, even though that information is not applied. If the item is…

    154 votes
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  13. Add "Search within results" box on a set

    Hello,

    It would be very useful if we had a search box of "Search within results", on a set we created with indication rules.

    Thanks.

    197 votes
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  14. Add a linking job for mass linking of NZ records to IZ

    Currently the only way to use records from NZ in an IZ is to search them in the NZ and perform an action like "order" or "link" on every single record one by one. There are, however, situations where an IZ wants to use a bulk of records. For this purpose we need a possibility to link records in bulk and create inventory for the linked records.

    We imagine a linking job that takes as an input a logical or itemized set of records saved from a search in the NZ. The linking job can create physical and electronic (and…

    112 votes
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  15. Add Vendor contact details to Analytics

    We would like to be able to report on the Vendor contact fields of address, phone and email in Analytics.

    145 votes
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    9 comments  ·  Analytics  ·  Admin →

    Do you envision this being in the ‘vendors’ folder of the ‘Funds Expenditure’ subject area?
    Is the official list of request fields as follows:
    Vendor account code
    Vendor account name
    Vendor contact names
    Vendor account contact names
    Interface URI

    You requested vendor interface user ID and password but with all due respect it could be problematic to include username / password in analytics.

    The vendor folder in the ‘funds expenditures’ subject area already has:

    Additional Code
    Create Date
    ERP Code
    Modification Date
    Vendor Code
    Vendor Name
    Vendor Status

  16. create out-of-box institutional standards reports (i.e., ACRL, IPEDS,ARL)

    Since many institutions have to complete these standardized reports annually, it would be helpful if a template existed for each one so we wouldn't have to re-create them each year. As the reports are revised by the sponsoring organization/agency then Ex Libris can update the out-of-the-box report as part of the monthly features.

    203 votes
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    6 comments  ·  Analytics  ·  Admin →
  17. Ability to delete items by scanning-in

    At present items can be withdrawn/deleted in two ways:
    1. Manually, an item at a time (or multiple items only if in same holding)
    2. In bulk, from a set created either directly from search results or from a spreadsheet.
    There is no way to rapidly delete items-in-hand.

    A feature in Alma to quickly delete items-in-hand, in quick succession, with the same safeguards as when using existing deletion methods.

    The attached document gives more details and a mock-up of such a feature - it would be a big bonus to those of us with a lot of weeding to do!

    152 votes
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  18. Add ability to reorder Description Template Setup Rules using drag and drop

    The Description Template Setup Rules list must continually be reordered, since the first (sequentially) rule for which the enum/chron combination meets all criteria is used for the description, even if the enum/chron would more exactly meet a later rule. Regardless, is is also helpful to order the list so that similar rules are grouped together, so reordering would desirable as rules are added or removed.

    Currently, the only way to reorder the list is to move a selected rule up or down in the list, ONE PLACE AT A TIME. This is time consuming and inefficient.

    Please add the ability…

    153 votes
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  19. Enter 12 hour time with AM/PM

    We have already changed our *display* to 12 hours in the General configuration (General/Other Settings/system_time_format is changed to hh:mm:ss a and it operates correctly.) However, there are still many cases when Alma requires us to *input* a 24 hour time.

    For example, when we check out an item and need to change the due time, there is no way to input 12 hours with AM/PM. (Screenshot example: http://screencast.com/t/9B9XC2qbl) We must enter 24 hour time. This has caused an ongoing problem of inputting an incorrect due time (such as "17:00" when we mean to input 7PM), causing stressful interactions and…

    41 votes
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    under review  ·  2 comments  ·  Fulfillment  ·  Admin →
  20. Failsafe links to databases if/when Direct Linking fails

    When we were a Serials Solutions customer and we used Summon discovery, we also used Direct Linking. What was great about Summon was that it would provide a pane at the top of the screen after linking to full-text content that would provide a way to see all the database targets on the 360 Link page. See attached image.

    This same feature would be highly desirable in Primo and is one of the main reasons why we do not currently use Direct Linking. Currently, if the full-text fails to load for the default target, there is no way to see…

    58 votes
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