Alma

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  1. Change physical items job -- adding notes

    The Change physical items job allows you to add Internal notes 1-3 or Statistical notes 1-3 by REPLACING any notes that already exist in that field, but not by adding the note IN ADDITION TO already existing text. This option needs to be added. Also, the current job allows you to skip records that already contain notes in your selected field but a "successful" run does not report out which records were SKIPPED as a result.

    389 votes
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  2. Physical Item Editor Templates

    It would be great if we could use templates for adding new items.
    At the moment, whenever we add an item, for each single one of them we have to manually fill in the same values in "Material type" and "Item call number type". The "inventory date" has to be chosen manually as well.
    It would be extremely useful if we could load the physical item editor form with some values already filled in, and with the date fields automatically filled with the current day's date.

    If this idea has already been posted or it the option already exists, please…

    360 votes
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  3. More order type options for Additional Orders

    We would like more order types to choose from when creating additional orders on a portfolio using the “Additional Order” button. Particularly, Electronic Book - One Time and Electronic Title - One Time.

    Currently there are only a limited number of order types available when creating an order via this method. This creates inefficiencies, because using the Additional Order button is the easiest, quickest and neatest way to create an additional order on a portfolio.

    An example of where this change would be helpful is when purchasing additional copies of a limited-user ebook. Because we don’t have the option of…

    352 votes
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  4. Make configurable pop-up assistance in metadata editor

    Currently the po-up assistance in metadata editor for subfields 260$a$b$e$f, 264$a$b, 505$r$t and 561$a is hardcoded and it can not be deactivated. Activation/Deactivation should be configurable. We have many queries from our catalogers about that.

    289 votes
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  5. Short Term Loans - Courtesy and Overdue Notices

    The new shortloancourtesyreminder & shortloanoverduereminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

    In our test configuration we used the following time parameters:

    ​shortloancourtesyreminder - 105 minutes
    short

    285 votes
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  6. Add functionality to fund summary pages to view encumbered orders

    There is no functionality within the fund summary pages to see what orders have not yet been paid (order still encumbered). The value of the encumbered orders does show in the summary graph however it would be really useful to see the orders this relates to.

    270 votes
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  7. 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.

    226 votes
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    10 comments  ·  Analytics  ·  Admin →

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  8. Expand 'Bulk Change Due Dates' to disregard expired patrons and include recalled items

    Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we…

    220 votes
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  9. 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…

    195 votes
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  10. Alma task lists: "Assign to me" and bulk actions

    In Alma task lists ...

    • Electronic resources - activation - unassigned (Electronic Resource Activation Task List)
    • Order Lines - review - unassigned (Purchase Order Lines in Review)
    • Invoices - review - unassigned (In Review Invoices)

    ... there is only a row action ("..." button) to start the "Assign to" dialog which opens a pop-up window where you can select a user. Our colleagues are not satisfied with this cumbersome assignment functionality.

    The missing functionalities are:
    (1) a one-click "Assign to me" button
    (2) a bulk functionality for "Assign to" and "Assign to me" (it is already possible to mark several…

    189 votes
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    Dear community,

    As part of the new PO line task list which is set to be introduced in the 2nd half of 2022, we are evaluating the option to add a "bulk" assignment option which will allow users to multi select multiple PO lines from a list and either assign them to themselves, other users or release the assignment.


    Thanks for the idea!


    Noam Fass | Alma product management team

  11. Decouple the bib-level material type of Music into Scores and Sound Recordings

    The bibliographic material type of Music inexplicably combines scores (Leader/06 c or d) and sound recordings (Leader/06 i or j) into a single facet. This makes no sense and makes standard statistics reporting extremely difficult as scores are usually reported with books (they are, after all, pieces of paper bound between covers) whereas sound recordings are usually reported with other media. Scores should be separated out as its own bib-level material type.

    182 votes
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    Thank you for this ideas exchange request.
    For the purpose of clarification:
    Alma uses (among others) two levels of faceting the bibliographic records: Material type and Resource type.

    Regarding the Material Type: There are seven different distinct bibliographic material types in Alma, and this corresponds to the seven different distinct bibliographic material types used by the MARC standard. These MARC standards are explained at https://www.loc.gov/marc/bibliographic/bdintro.html under section “Scope of the Bibliographic Format”. Ex Libris will leave these distinct seven formats, and not add or subtract from them. This is because there are seven distinct formats in the MARC standard. For this reason we will not add another format or change the name of an existing format. Each bibliographic record has one bibliographic material type. The Material Type is considered “Music” if the LDR pos. 6 is one of the following: c d i j. This is explained in the Ex…

  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…

    174 votes
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  13. Add Data Type category for the Title Report in COUNTER 5 section of analytics

    The Master Title Report of COUNTER 5 includes ebook and journal titles. It is difficult to use this master report in analytics without having a data type or section type option to differentiate between which titles are journals and which are ebooks. The master title report is useless in analytics without this option. Please add the data type or section type category from the COUNTER 5 Master Title Report into the Analytics Usage Report.

    175 votes
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    Under Review  ·  5 comments  ·  Analytics  ·  Admin →

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  14. Add Previous and Next buttons to various screens

    After conducting a search and selecting a record to view, it would be nice to have Previous/Next buttons for navigation, rather than needing to always go "Back" and then select the next record in the list for viewing. This could also be useful in other areas, like the physical item editor, and perhaps in some Fulfillment functions.

    113 votes
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  15. temporarily unavailable

    For electronic collections - under the Activation tab for Service temporarily unavailable:

    Instead of selecting a date to turn the notice on, allow staff to select the date on which the notice will automatically expire, and then on that date, have Alma automatically set the temporarily unavailable button to off and blank out the reason/text box. Also, consider making that text appear in red.

    Logistically, it makes more sense for the notice to automatically disappear, since there is no mechanism in Alma to remind the staff member that such a notice has been added to an electronic collection. So setting…

    111 votes
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    Dear community, 


    Thanks for raising this idea. 

    The conceptual solution which is currently being evaluated, is to add additional "Date-Picker" field which will allow users to enter the date which the "Service Unavailable" message will expire. This new field will be added to the "Activation" tab of the Electronic service.

    Please let us know if you have any comments regarding the suggested solution.


    Thanks,

    Noam Fass 

    Alma product management team

  16. 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…

    110 votes
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  17. Add functionality to fund summary pages to view expended orders

    There is no functionality within the fund summary pages to see what orders have been paid. The value of the expended balance does show in the summary graph however it would be really useful to see the orders this relates to.

    81 votes
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  18. Add Collection related subject area/dimensions/parameters in Analytics

    Please elaborate Collection in Analytics. We suggest three ideas for that;

    Idea 1)
    Collection can be a separate dimension, with the existing/new parameters below;
    - Collection ID (existing)
    - Collection Name (existing)
    - Collection External System
    - Collection External ID
    - Collection MMS ID (of the collection's BIB itself)
    - ★★★ The PIDs of the collection's direct sub-collections (in different rows, not combined with semicolons; should be repeatable so that the created report can show the hierarchical structure of whole collections)
    - Collection level (the depth)
    - Collection Path (from the collection's top level collection to itself)
    - Collection Description…

    64 votes
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    3 comments  ·  Analytics  ·  Admin →

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    We have begun to investigate this more in depth and thank you very much for your three suggestions of how this can be implemented. In order to decide how best to implement this it would be useful to first know what “business needs” you are trying to address. What types of reports are you looking to create? What information do you need to get and what types of reports do you want?. Note that today the bibliographic details folder already has the collection ID and collection name.

  19. Please add the ability to use the facets for Archival Materials according to LDR pos. 8 = a

    Hello,

    Most archival materials are cataloged as follows:
    LDR pos. 6 = p
    LDR pos. 8 = a
    Currently, the facet in Alma show these kind of materials as "Undefined".
    Adding a facet of "Achieve Material" according to LDR pos.8 = a, would be very useful.

    Thanks.

    63 votes
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    Hi. 1. Are you stating that you want a new “Resource Type”?
    2. The definitions of the resource types are explained in the table titled “Rules Used to Create the Resource Type Field – MARC 21/KORMARC and UNIMARC” at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/Searching_in_Alma#The_Resource_Type_Field
    3. Do you want a new row in this table which would be as follows?
    Archival materials. LDR pos. 8 = a
    4. The table is read top to bottom and as soon as match is found it stops. Where in the table would you like this new row to appear?
    5. How come the title of this suggestion states “LDR pos. 8 = a” but the comment from Feb. 2 also has “LDR pos. 6 = p”? We do not think “LDR pos. 6 = p” is a good idea. That is used for “mixed materials”. On the other hand “LDR pos. 8…

  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…

    61 votes
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