Alma

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  1. 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…

    608 votes
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    planned  ·  5 comments  ·  Fulfillment  ·  Admin →
  2. 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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    7 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

  3. Ship digitally

    We find the digitization workflow for Resource sharing tedious, and would like to have a shortcut directly from action menu, like for item and non-returnable.

    This would be a new action from the Lending request: Ship digitally.

    From there you should get the option to add a file, and ship it digitally to Borrowing library.

    Please see attachment for illustration.

    421 votes
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    Hi,

    Easier to use document delivery service is certainly a goal we would like to achieve. We will allow from the Manage Fulfillment Options to:
    1. Directly process the digitization request, including the upload and shipping of the item
    2. Ship already existing digital file

    Thanks,
    Moshe

  4. 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.

    356 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

  5. 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…

    304 votes
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  6. Prevent change of fields due to synchronization when running a Update/Notify Users job on a set

    When updating one user manually, we get a notice where we can confirm that some fields (amongst others: campus, rs libraries and user group) are not to be overwritten by the next user synchronization.

    When updating users in a set running the Update/Notify Users job in Alma, the same choice of prevention is not presented. Hence leaving some fields to be changed back in the next synchronization.

    We experienced this running a job changing campus, RS library and user group on a set of users. The first two fields did not change back in the synchronization. The latter did.

    Would…

    261 votes
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  7. Let's get the INN-Reach API working with Alma

    The INN-Reach API is out, has been out for awhile, and other ILS vendors (Bywater) are quickly making this available in the systems they support. Resource sharing via INN-Reach is important to many Alma libraries and the DCB alternative many of us have spent a lot of time and energy to set up (while waiting for the API) is costly, backward, and inefficient technology.

    25 votes
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    Ex Libris has been in ongoing conversations with Innovative Interfaces regarding the new INN-Reach proprietary APIs and is committed to continuing its role in the process of integrating with these APIs.

    After thorough analysis of the final version of the new INN-Reach proprietary APIs and Alma’s active roadmap plans, the completion of the integration between Alma and the new III INN-Reach is currently planned for 2020. The availability and completion of the integration is dependent on smooth testing and the stability of the new APIs.

    This plan is based on the analysis of many different, new and proprietary INN-reach APIs that need to be implemented, including the replacement of an existing records export capability that instead will make use of the new INN-Reach proprietary record-publishing APIs.

    Ex Libris believes in and promotes the use of industry standards for greater openness and more efficient ways of…

  8. Generate accession number by using keystroke combination

    Generation an accession number in 852$$h can only be done by using the menu (tools -> MARC21 holdings -> generate accession number), we would prefer a keystroke combination. It would reduce the clicking enormously!

    155 votes
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  9. Don't dublicate identifiers in the KBART and the TXT schema

    In cases where a record in Alma has only either 022a or 776x Alma puts the only ISSN in both print_identifer and online_identifier.

    Reading a file that has the same ISSN in both print_identifier and online_identifier makes it hard to know if that ISSN is a print identifier or an online identifier.

    80 votes
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  10. Add Codabar barcode symbology support to the Alma Mobile app

    Our library is in the process of migrating to Alma and we have hundreds of thousands of items with Codabar barcodes on them. We would like to use the Alma Mobile app to reduce paper and increase efficiency, but the Alma iOS app does not currently scan the Codabar symbology.

    We are considering options such as purchasing Bluetooth scanners, but as there are other apps in the Apple App store which do scan codabar barcodes, it seems like this feature could be added to the Alma Mobile app. And this would be very helpful.

    19 votes
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    0 comments  ·  Mobile  ·  Admin →

    Thank you for this idea!

    We are currently working on a new version of the Alma Mobile app and will be adding iOS support for Codabar barcodes within the next year.

    Mike Dicus
    Product Manager-Alma Mobile

  11. 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.

    392 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

  12. 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…

    323 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

  13. New Analytics field for OCLC number in Bibliographic Details

    Currently in Analytics the Bibliographic Details category contains Network Number. Network number indexes OCLC numbers as well as other identifiers from the Marc record. (Included Marc fields: 019 a,z 035 a,z 774 w 773 w 775 w 777 w 786 w 800 w 810 w
    811 w 830 w)

    Our institution needs to search specifically only OCLC numbers and would ask if Exlibris could create a new Analytics field for OCLC number. This field should only search the 035 $a and $z and only include 035 subfields with OCLC prefixes ((OCoLC), ocn, ocm,...)

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/020Using_the_Repository_Search/050Search_Indexes
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Analytics/Titles

    263 votes
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    planned  ·  22 comments  ·  Analytics  ·  Admin →
  14. Provide the ability to select more than one file to delete when looking at uploaded sushi files.

    Right now you can only delete invalid sushi uploads one at a time, please let us select multiple and then delete.

    249 votes
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    11 comments  ·  Other  ·  Admin →
  15. Customize Alma Viewer with Mashup CSS file

    Use Alma's Mashup CSS file (or other CSS file) to customize the Alma Digital Viewer (default, OTB viewer).
    As for today, this is not possible and there is no way to hide the login area or to customize the header.

    107 votes
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  16. Linking patron name to patron record

    I have noticed there are several ideas suggested in the ideas exchange regarding linking a patron's name and/or ID to their record in Alma.
    These include:
    - 'Link patron loan to patron record' (posted 25/05/2016)
    - 'Hyperlinking from request queue/holdshelf to patron record' (posted 21/09/2017)
    - Ability to view patron data via patron ID link in resource sharing' (posted 11/01/2018)

    I have one more to add to the list - linking within 'Manage item returns'.
    When an item is returned, the patron returning the item is displayed in the 'Patron' column, with a hyperlink to their record, and the option…

    196 votes
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    8 comments  ·  Fulfillment  ·  Admin →

    The solution approach will be to add a link from the user contact info pop up to the user record. This link will be available for users that have a role that allows viewing a full user record.

    By having this link added to the user information pop up we will have added to the many places where user information is displayed.

  17. 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.

    289 votes
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    planned  ·  20 comments  ·  Other  ·  Admin →
  18. 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…

    266 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.

  19. Please include a way to FTP report results from Alma Analytics

    Currently there is no way to directly FTP the output of a report in Alma Analytics. They can be exported locally or emailed, but no direct FTP.

    6 votes
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    2 comments  ·  Analytics  ·  Admin →
  20. Delay time between receiving an item and sending email notice to patron

    We would like to be able to configure the amount of time between receiving an item and sending an email notice for pickup to a patron. We receive items in batch and then file them onto the hold shelves in batch. Some time is need between these batch processes.

    Current workarounds include: including text in emails that students might not read or scanning the items through two separate workflows.

    Being able to configure the trigger for the email notice would be much better.

    426 votes
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    Thank you for this idea.

    A configuration option at the desk will enable to delay the hold shelf notices to the patron. For example, it will be possible to set a desk so that when a hold shelf notice needs to be sent, it will be triggered for sending after 30 minutes.

    Thank you,
    Moshe

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