Alma

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  1. New letter for hold shelf slips

    When a document is placed on hold shelf, a letter is sent to the user, but no letter is printed. Instead, we are supposed to re-use the FulReasourceRequestSlipLetter as a hold shelf slip, but that solution is not very elegant. This generate a lot of extra “action+print slip” manual labor. In the case of self service hold shelves, the hold shelf slip is aimed at the user and should contain very different information than the information needed by library staff to locate the document. Also, to protect users' privacy, we are not allowed to include any information that can identify…

    247 votes
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      1 comment  ·  Fulfillment  ·  Admin →

      Hi,

      A new letter will be added, disabled by default. If enabled, this will be the slip that is printed at the hold shelf, regardless of whether a pick slip was already printed.

      Thanks,
      Moshe Shechter
      Alma Product Manager

    • Requestable by Campus Affiliated Patrons Only

      We have an idea to reduce Transit Time: We whish to be able to limit physical items to be requested by campus affiliated patrons only.

      This means that e.g. books in a specific collection in a specific library, is only requestable by the patrons affiliated with that specific library.

      Explanation:
      Our most requested physical items is in the Compulsary Readings Collection. This collection consists of identical titles, and every campus library has this collection. The items are requested a lot, and by patrons on all campuses.
      Result: These items fly back and forth between campuses, and spend lot of time…

      242 votes
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        6 comments  ·  Fulfillment  ·  Admin →

        Hi,

        We will add Patron Campus as an input parameter to the fulfillment rules, so that you can define a rule that patrons of a given campus cannot request (i.e. get a TOU that is not requestable).

        This will enable limiting resources to students of the same campus only.

        Thank you,
        Moshe Shechter
        Alma Product Manager

      • Ability to create a set of holdings records in Alma

        Currently in Alma you can conduct a repository search to create a set of physical titles (bibliographic records) or physical items (item records). Although you can do an Advanced Search of certain data fields in holdings records, there is no functionality to create a set of holdings records.

        (You can create a set of titles or items and run the manual jobs: change physical items or change holdings information. Unfortunately, the set of physical titles include all holdings records linked to the bibliographic records (including holdings records you may not want to change). And you don't always have search criteria…

        152 votes
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        • Alternative process for resource sharing borrowing requests rejected by last partner on rota

          This idea is copied from ners request 4995 proposed solution which didn't make the cut-off in the second round of voting.

          When a resource sharing borrowing request is rejected by the last partner on the rota the request is automatically cancelled. The proposed solution would mean the request isn't cancelled and then staff can add new partners to the rota or decide to cancel the request if there are no other options for fulfilling the request.

          Proposed solution:
          A workflow profile option will enable determining whether a rejected request (on the borrower side) will be considered automatically cancelled. Currently, the…

          107 votes
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            planned  ·  1 comment  ·  Resource Sharing  ·  Admin →
          • In Analytics add fund information to e-inventory subject area. This needs to be available at both the collection and portfolio levels.

            The e-inventory subject area needs fund information added to it at both the collection and portfolio levels so users can write reports that show them how much they have paid for their e-inventory based on a given fiscal year and/or at the p o line level.

            176 votes
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              planned  ·  8 comments  ·  Analytics  ·  Admin →
            • Improved claiming functionality for resource sharing

              There is a need for improving claiming functionality in resource sharing. When items are borrowed by library A from library B, it should be possible for library B to automatically claim library A when lending requests are overdue.

              More details in attached file.

              224 votes
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                Thank you for this idea.

                We will enable NCIP P2P partners to send overdue loan emails.

                1..It will be possible to configure an email address for NCIP P2P partners

                2. The Overdue job will send an email to the NCIP P2P partner, like it sends to email and SLNP partners.

                Regards,
                Moshe

              • Ability to sort Resource Sharing borrowing requests and lending requests by Request Date

                Currently, the 'Created borrowing requests' list is sorted alphabetically by title. It would be really useful, for when we have a large number of requests, to be able to also sort it by request date.

                234 votes
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                  Thank you for this idea.

                  We will enable sorting the task list by title (current default), request date,,last update date or last interest date

                  Sorting will be selectable to be in ascending or descending order.

                  Thank you,
                  Moshe

                • Moving portfolios from one collection to another

                  Remove portfolios from collection in bulk to become Standalone Local Portfolios, or be able to simply move portfolios in bulk from one collection to another collection.

                  6 votes
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                  • analytics Itemized sets

                    Be able to run Alma Analytics on set of items listed in Itemized sets. I trying to run circulation statistics on set of books captured by Itemized sets but it doesn't look like there is a way to do so.

                    2 votes
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                      planned  ·  1 comment  ·  Analytics  ·  Admin →
                    • Need a way to retrieve HOLDINGS where there are no ITEMS associated with the holding

                      Currently, there is no good way in either Advanced Repository search or Analytics to retrieve Holdings records that do not have items attached. The "has no inventory" indexing only returns bibs with no holdings, not holdings with no items. In order to have the holdings fields exposed to the Repository Search, you must select either Physical Title or Physical Item, which then only looks at records where there is an associated item record.

                      The same seems to be true in analytics. I can create an analysis using the Titles table and filter to "Number of Physical Items (All) = 0",…

                      167 votes
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                        planned  ·  3 comments  ·  Analytics  ·  Admin →
                      • 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…

                        283 votes
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                        • Increase the number of vendors available through the SUSHI module

                          There are many vendors that provide SUSHI setup information that are not certified for the Alma module (Factiva, Project MUSE, and Gale to name a few).
                          Work with these vendors who do offer SUSHI to get them working through Alma's SUSHI module.

                          2 votes
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                            In the longer term:
                            We have plans as part of the 2018 road map to have the ability for institutions to contribute SUSHI vendors to the community. In that way some insoitutions will contronute the vendor and other institutions will be able to copy vendor and get the name and vendor url of the sushi provider.
                            In the shorter term:
                            We know that today there are SUSHI vendors being successfully harvested by the Alma institutions but are not in the community. In the more immediate future there will be added to the list of certified SUSHI vendors in the On Line Help together with the vendor name, types of reports they support and the vendor URL (today the list contains only the vendor name). This way institutions can see that they are supported and use them. In the longer term they will be added to the community.

                          • Fulfillment: Physical item recall: option to recall more than one copy

                            Currently in Alma when a request is placed on a title where there are 10 copies all out on loan, and none available, a single real-time recall notification is sent to the patron who has the oldest loan, changing their loan status to 'recalled'. The 9 other patrons who have a copy are not made aware of the potential demand for the item at that time.

                            For the case where there are many copies of a title, the patron requesting the title could be better served if we were to recall more than one item. For example, we might say:…

                            174 votes
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                              planned  ·  3 comments  ·  Fulfillment  ·  Admin →
                            • Patron Loans - Temporary Embargo

                              Boston College Libraries lend a variety of technology items to members of our community - iPads, laptops, laptop chargers, calculators, etc. These items typically circulate for 4 days or 4 hours and we have a no renewals policy. However once an item is returned we have no easy way to ensure that the same patron does not return to the desk within 5 minutes and borrow the same item or like item again. What we would like to be able to do is configure Alma so that patron x cannot borrow the same or like item within x period of…

                              216 votes
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                              • Resource type for ceased print and electronic serial publications

                                Ceased and previous print and electronic serial titles (Newspaper, Journal, and Other Serials) are currently assigned a Resource Type of Undefined, based on 008 pos.6 (if pos.6 = d - continuing resource ceased publication). No other serial date statuses are explicitly excluded from Resource Type in this way.

                                This results in a significant functional impact in Alma as excluding ceased and previous title journals from the resource types associated with all other journals (including those with "unknown," "questionable," and other non-current date codes in 008 pos.6) makes it impossible to do a targeted repository search or analytics report. Forcing the…

                                141 votes
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                                • Ability to search via free text MARC tag and subfields

                                  We would like to have an advanced search option that allows us to enter the MARC tag number (and subfields) for searching, in both bibliographic and holdings records. This would also require the option for keyword indexing of all MARC fields.

                                  255 votes
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                                  • "Skip location" in "Pickup from shelf"

                                    We would like to be able to choose which location to send a request to when skipping a location in the "Pickup from shelf" task list.

                                    278 votes
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                                    • More flexibility needed for display of locations

                                      Our users complain that it is difficult to find the locations of items and that too many clicks are needed to find out if an item is available.
                                      This is the most problematic in the Locations display for journals (and monographs with the item description field filled in).

                                      More specificly, issues are:
                                      - The shelf number is not indicated clearly enough
                                      - Users search for items in the library that are not on shelf because they don’t click through to the single holdings display to check the availability (in the "journal display") or because the availability indication like e.g. (1…

                                      264 votes
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                                        planned  ·  5 comments  ·  Fulfillment  ·  Admin →
                                      • On Hold Shelf – new sorting option

                                        We need a new hold shelf sorting option.

                                        Non of the existing sort options currently existing in Alma is working for our needs. They are ether to long and specific for the user or do not work with our privacy policy when we have a “self service” hold shelf.

                                        It should be a combination of date and a generated number. The generated number should be restarted every day. This number should be visible in the manage patron services and idealy have a persistant search option.
                                        The number could be [day of moth]+[generated number]-[18-00001]- the generated number should be for the…

                                        368 votes
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                                          Thank you for this idea.

                                          We will develop an additional ID that will be added to requests, as an exposed ID. The ID will:

                                          1. Be added to the pick slip and the hold shelf email

                                          2. Show in the hold shelf (active and expired) list

                                          3. Serve as the secondary sort (after the option selected in the UI) in the hold shelf (active and expired) list

                                          The ID will be generated based on a configurable prefix + sequence.

                                          Thank you,
                                          Moshe

                                        • Make it possible to delete a NZ bib record from the Institution tab for records that are CZ in origin (consortial environment)

                                          It is possible to delete a Network Zone bib record from one's institution tab, provided that (1) it is a record created within the Network Zone and (2) it is not "Held by" other institution from the network. However, when the record is originally from the Community Zone deleting it is not possible. Even when it is not "Held by" any other institution from the network. This results in a multitude of Community Zone bib records to which there are no holdings in the network. Needless to say, it will be a great asset if institutions can actually delete them.

                                          125 votes
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