Alma

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  1. Filter journal holdings that can fulfill the request for an article

    If an user has found an article that is not available electronic, but the library has the journal in print, the end user gets the list of holdings for the journal and can go into a specific holding to see the items.

    In general we would like that when the end user has found an article they should only need to click on Request (or Digitize) and all relevant metadata are sent to Alma and the system selects the correct item to fulfill the request. If locate is not possible the librarian has enough information to work on the request.

    624 votes
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    2 comments  ·  Fulfillment  ·  Admin →

    In order to assist our patrons and improve the overall UX, once the patron found the desired article, the system will filter the holdings search results based on the article’s metadata (Year) to present the patron with the most relevant holdings and from there assist the patron to request the desired item.

    This enhancement has been added to our roadmap and will be available to PrimoVE customers.

    Thanks,
    Noam

  2. Improvements to request form when article is not available electronic or in print

    If an end-user has found an article in Primo, but the library does not have access electronically and the library has the print journal, but not the correct item/issue the end user gets a very slim request form and the request in Alma does not have enough information to fulfill the request.

    If the library does not have the print "mother"-item then the user would get the resourche sharing request form. This form is much more user friendly than the other forms.

    If the end-user is out of luck the library has the journal in print, but not the correct…

    604 votes
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    planned  ·  5 comments  ·  Fulfillment  ·  Admin →
  3. Find and Manage Users by User Group

    Add the ability to find and manage users and create user-based sets based on User Group.

    505 votes
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    Thank you for this idea.

    The Advanced Search option for the users list will be enhanced to enable to combine search terms and to add additional search attributes such as create date range, birth date range ,user group, expiration date range , purge date range , statistics value, Has note type, note text, and has block type.

    Thank you,
    Moshe

  4. Displaying request notes in the pick from shelf list

    Request notes sometimes contain important information, but are well hidden from staff. To read them, they need to print a resource request slip, export a print slip report, check (edit) every single request, or use resource request monitoring, processes that waste paper and time.

    Wouldn't it be nice to have comments displayed directly in the Pick From Shelf list? Or at least some sort of warning that yes, there is a note added to this request? And also in the Alma mobile app.

    485 votes
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    9 comments  ·  Fulfillment  ·  Admin →

    Hi,

    A task in the Pick From Shelf list may represent a number of requests, if they are all for the same item. Therefore, the best solution from a UX perspective is probably that -

    1. The pick from shelf list will have an indication if any of the requests that are represented by the task have a request note.

    2. Clicking on the number next to the ‘Requests’ label links to a list of the requests. Each request will have a column with its note.

    Thanks,
    Moshe

  5. Customize the New Patron Registration form

    We would like to customize the New Patron Registration form to hide the fields that we do not use, such as Gender, Job category, and many others.

    It would also be nice to have templates so that selecting a user group might display specific fields, the same way that choosing "User has institutional record" causes the password field to disappear and Owning system dropdown to appear.

    480 votes
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  6. Change order of availability in "Get it" tab

    We would like the order of availability in the "Get it" tab to be different. Instead of "x copies, x available, x requests" we would prefer "x available, x requests, x copies". The users frequently misunderstand and think that "copies" are available on shelf.

    379 votes
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    2 comments  ·  Fulfillment  ·  Admin →

    Hi,

    We will introduce a new label with placeholders, such as “($1 copy, $2 available, $3 requests)”. This will enable institutions to configure a different text, for example “x available, x requests, x copies”.

    The parameter will be populated by default, but will be empty for existing customers. When configured, it will take precedence over the existing labels.

    Thanks,
    Moshe

  7. Add "Request" as a block option in Block Preferences

    Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.

    For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
    i.e.
    Patron overdue limits has exceeded
    Patron overdue recall limit exceeded

    However, the only options on what patron services blocked are Loan and Renewal.
    Requests should also be added to the options so that overdues can immediately block a…

    365 votes
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    planned  ·  13 comments  ·  Fulfillment  ·  Admin →
  8. Document Delivery - 10 MB Attachment Limit too small

    For document delivery (scanning and delivering book chapters and journal articles) the limit is 10 MB. This equals roughly 20 pages of black and white text only on default, low res scanning setting.

    For anything in color or with detailed photos we typically cannot send, requiring us to cancel the request and deliver the scan outside of the Alma workflow.

    350 votes
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    Hi,

    We will at first increase the limit to 25M. As a second phase of improvement, we plan to change the interface that is currently used for uploading the digitized content with an improved one, that will among other improvements also remove the size constraint.

    Note that email attachments have their own limits. The unlimited upload will only be useful where the document delivery is done using Alma’s link option for document delivery. See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/040Resource_Requests/070Digitization_Processing#Attaching_Digitized_Items_to_Be_Sent_to_a_Patron.

    Thanks,
    Moshe

  9. Ctrl-z/Undo in the Metadata Editor

    Currently, there is no Ctrl-z/Undo function in the Metadata Editor.
    Please add this function.
    Use case:
    A record is in draft mode and the cataloger deletes a field accidentaly, there is no way of bringing it back.
    Or a cataloger works on an exisiting record, makes a lot of changes and only wants to undo the last actions, but not go back to the previous version.

    349 votes
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  10. Grace Period only for open days

    Now the unit of measurement for grace period is "days". So even if the library closed on weekend, those days are included to "Grace Period". To give fair advantage of grace period, Alma should apply the grace period excluding library closed.
    For the detailed scenario as I expected, please refer to the attachment.

    Thanks.

    335 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  11. Allow more customization on when notices are sent to Interested Users

    Right now, if we add an interested user to a PO Line, they receive a notification when the book is received by the library. They often then make their way to the Access Services desk almost immediately, assuming a request was placed on the book, and anticipate checking it out. However, the title is usually still in Technical Services for end processing, copy cataloging, etc.
    We would like to submit an enhancement request that this feature be more customizable, allowing us to delay the notice being sent to the interested user until the book is out of processing and has…

    324 votes
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    Hi,

    We would like to pursue for a simpler solution, specific for physical items. The idea is that per an institution level yes/no flag, the letter to interested user will not be triggered by the receive action, but rather by an item becoming ‘available’. In other words, if kept in department, the receive action will not trigger a notice until the item is made available.

    Thanks,
    Moshe

  12. last active date

    User profile - Last active date

    We would like to have a field in the user profile that shows patron’s last active date, i.e. loan, request or return. This field will be useful when deciding which user profiles to purge.

    308 votes
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    6 comments  ·  Fulfillment  ·  Admin →

    A “Last Activity Date” field on the user record will be visible on the user record.. The field will be updated when:

    - User places a request (of any type – hold, booking, digitization, acquisition, resource sharing)
    - User borrows or returns

    Thanks.
    Noam

  13. Improve 'Electronic Resource Activation Task List' Management

    The Electronic Resource Activation Task List does not adequately cover the multiple tasks and steps that operators need to complete during the resource's lifecycle. For example, for most electronic resources, there are usually multiple tasks in progress simultaneously (e.g., entering the EZProxy stanza on the server, ensuring admin access to the publisher's site). But because the Electronic Resource Activation Task List allows only one status to be assigned to a resource, there is no way to manage multiple simultaneous tasks nor easily determine what task has already been completed. This results in double handling and inefficient use of managing our…

    296 votes
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  14. More possibilities for the Alma Color Theme

    In the new UI, libraries can manage branding in Alma by selecting one of 6 basic colors (blue, purple, red, green, brown, orange). This configuration can only be made by a General administrator and is valid for all Alma users. We would like:
    - a larger variety of colors (proposing the 216 web-safe colors would be fine);
    - the possibility for any user to define their own Color Theme: color experience may be very different from one individual to another and giving everyone the possibility the use a convenient color would be appreciated.

    288 votes
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    planned  ·  20 comments  ·  Other  ·  Admin →
  15. Show a confirmation/warning about completing a lending request when using scan in items

    It would be a good enhancement to get a warning or a confirmation that a request is about to be set to completed, when we scan in an item that is currently in a resource sharing process. Because we use RFID, we have had multiple occurences of scanning in a document that already has the status Shipped Physically again by mistake, only to have the lending request irreversibly set to Request Completed, without the item ever being received by the Borrowing library. This means we have to contact the owning library and ask them to resubmit the request.

    When using…

    280 votes
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  16. Extend time before analytics times out

    Whenever I am working on an analytic report, it often takes hours. But after a few minutes, if I do not go back to Alma to do a fake search to refresh its link to analytics, analytics would time out.

    Can you extend the time to at least an hour before analytics times out?

    277 votes
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    planned  ·  18 comments  ·  Analytics  ·  Admin →
  17. Add option to remove deleted License records in Alma

    Please consider to add another option 'remove' above the 'delete'
    option for License records.

    Reference to Case number 00451834.

    Thank you for your good consideration.

    271 votes
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    1 comment  ·  Acquisitions  ·  Admin →

    Currently in Alma the “Delete” option for a licence only deletes it logically but does not physically removes it from the system. This development will enable users to permanently remove the license from the system.

    Thanks,
    Noam

  18. Ability to run user purge on a set

    The current purge job does not allow for granularity beyond the user group and the number of options and filters for the Purge User Records job is very limited.
    It would be helpful to be able to run patron purge on a set of user records, or alternatively for Alma to add a user delete job (under Manage Jobs and Sets > Run a Job) that runs on a set.
    (see also NERS Request ID 5304)

    271 votes
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  19. Produce a Publishing Profile for BrowZine

    The idea is to create a specific publishing profile for sending data to BrowZine on a scheduled basis. The presently used data format (Google Scholar XML with Sources) could be better served as a CSV file for numerous reasons. Additionally, the Publishing Profile should be able to accommodate the scenario of a library's holdings being made up of a combination of NZ and IZ holdings.
    Please contact john@thirdiron.com for full technical guidelines for the best and most reliable data exporting configuration. Thank you!

    Note:
    Over time we have come to understand a number of limitations in the approach suggested here…

    268 votes
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    We are working together with ThirdIron John Seguin and University of Wisconsin-Madison and Western Michigan University to finalize a dedicated publishing profile for Browzine.
    once completed and tested we will include the publishing profile in the Community Zone so additional institutions can re-use for optimal integration.

  20. 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).

    266 votes
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