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84 results found

  1. Purchase requests on network records

    When a purchase request is made in Primo VE from a record that belongs to the network, the purchase request shows error when clicking on Approve and order: Failed to create order.

    It should be possible to create purchase requests on records belonging to the network. The purchase request should be created in the IZ level and be managed there. The corresponding order, if the request is approved - should also be managed in the IZ level.

    5 votes
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  2. Test Voting Status

    Testing if status change returns votes

    2 votes
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    Accepted  ·  1 comment  ·  Other  ·  Admin →
  3. Creating POL from portfolio level should take the identifier from 020 and not from 776

    When PO Line is created from the Portfolio level, ISBN comes from Marc21 field 776.

    When PO Line is created directly from the bibliographic record, the ISBN comes from the first Marc21 field 020.

    Desired behavior:

    When PO Line is created from the Portfolio level, the ISBN should come from the first Marc21 field 020 (same as when PO Line is created directly from the bibliographic record).

    142 votes
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  4. Create Alma search queries and sets with relative dates

    Give customers the ability to query Alma using relative dates. This functionality is currently only available in Alma Analytics, but we would like it to also be available for repository search.

    This functionality would be especially useful for creating sets, particularly logical sets that can be used to populate logical collections. One of the most common uses for collections is to showcase new materials (e.g., books, journals, databases, etc. acquired in the last 90 days). However, there is currently no way to build a logical set like this. The best one can do is to select the current year and…

    172 votes
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    Accepted  ·  4 comments  ·  Other  ·  Admin →
  5. Deleting Bib in NZ if record not Held by other IZs - Delete bib records job

    When running the "Delete bibliographic records" job on a set of bib records in the IZ, check if the records being deleted are not held by any other members and if not - delete the bib on the NZ as well.

    1 vote
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  6. Bib Suppressed in NZ - Not showed suppressed in lZ

    When a bib record is suppressed from Discovery at NZ level, it would be nice to have the Suppressed Icon when searching for the same bib record at the IZ level in the Network tab.

    1 vote
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  7. Add "equal" option to the title search "Authority id" index

    When searching for titles by authority ID, currently the search supports searching with: Contains keywords, contains phrase, is empty, not contains keywords, not contains phrase, is not empty.
    Add the option to also search by "equals".

    3 votes
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  8. "Show linked bibliographic records" action in Authorities search.

    Add a new action in the Authorities search, that will allow navigating to the bibliographic records in the institution's catalog that have bib headings linked to that authority record.

    0 votes
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    Accepted  ·  0 comments  ·  Metadata Management  ·  Admin →
  9. Add RFID Support for Ship Items

    Where there is an RFID integration Profile, an RFID icon shows up at the Scan In Interface and Patron Services WB, allowing to scan in items using RFID.

    The same icon should allow also shipping resource sharing items using their RFID information in the Ship Items interface

    3 votes
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  10. Add "General Notes" at the collection, service, and portfolio levels to Analytics

    Please add the following note fields to Analytics:

    Electronic Collection:
    - General notes (multiple entries)
    Electronic Service:
    - General notes (multiple entries)
    Electronic Portfolio:
    - General notes (multiple entries)

    Why is this necessary?
    You can search for many fields in Alma itself, but not all of note fields can be exported from Alma. But this is particularly important for note fields!

    Thank you very much in advance!

    Note: this is a follow-up idea to:
    Add "General Notes" at the collection, service, and portfolio levels as indexable/searchable fields
    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/46387843-add-general-notes-at-the-collection-service-an

    125 votes
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    6 comments  ·  Analytics  ·  Admin →

    Dear community,


    Thank you suggesting this idea. We are happy to share that it has been accepted to be part of the Analytics roadmap.


    The plan is to add 3 fields with the General Notes information to the following folders

    • Electronic Collection
    • Electronic Service
    • Electronic Portfolio

    For each one of the fields, multiple occurrences of General Notes will be concatenated, separated by a semicolon.


    We will update when there are more details to share about the timeline it will be released.

  11. Alma overlap analysis tool to include different identifiers in one comparison

    We would find it useful if the overlap analysis tool compare a list that includes different identifiers. i.e. ISSN, EISSN, ISBN, EISBN, TITLE in one comparison.
    Currently it only allows you to compare overlap within just one identifier. This is very important with collections from vendors that include different kinds of material.
    Being able to conduct this kind of overlap analysis is important for us in terms of making purchasing decisions and we feel that including this kind of feature in the overlap analysis tool would make this a more efficient process within Alma.

    203 votes
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    Dear community,

    Thank you for the idea. We suggest the following high level solution:

    1. In Resources menu > Overlap and Collection Analysis > Compare collection analysis, it will be possible to select multiple match methods, from the existing list of match methods, and the order in which they will be used

     

    2. The match will work as following: Try to match by method #1. If no match was found, try to match by method #2.

    3. The report will include information on the matched identifier and its value

    4. Similarly, in Resources menu > Overlap and Collection Analysis > Look Up Titles, it will be possible to upload an input file with multiple identifiers columns. The possible identifiers are the existing ones, and columns format will be the same as today. The difference is that it will be possible to place multiple identifier columns, in the order they should be used.


    Thaks,

    Tamar Fuches

    Alma team

  12. Bursar integration: Additional fee statuses in Alma & Allow fee status change with job Import from Bursar

    Currently there exist in Alma only the fee statuses “open”, “transferred” and “closed”. Transferred means fee was exported to external Bursar system. When the fee is imported back to Alma, it is automatically Closed. For staff it is not possible to tell if the closed fee was paid, waived, unpaid etc. without consulting the 3rd party Bursar system.
    To give the librarians and end users more transparency about the (invoice) status of a fee, we would need more differentiated fee statuses. Also, we need to be able to set this status when importing the fees back to Alma using the…

    354 votes
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    Additional 10 closed fee statuses will be mapped in a code table. Libraries will be able to change their description. Fees with any of these statuses will be considered closed for all purposes. 


    The same types will be used also for transaction types. 


    When an import from bursar is processed, each fee may optionally include a code of the status to which the fee will change.

  13. Additional Locations for Shelf Report

    The ability to select multiple locations for the Shelf Report tool would be very valuable. For example, if we scan multiple floors but each floor is a separate location, we end up with a large number of items skew the report and require us running the same report again and trying to weed out the overlaps. This would also simplify the report if collections were intermixed within a physical location such as Floor 1 and Floor 1 - non-circulating or Floor 2 and Floor 2 - Oversized.

    20 votes
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  14. Alma collections: Allow to add from network zone

    Our Alma consortium shares a common network zone. On the local institution level, we are building Alma collections (not digital/electronic collections). We can add titles from the institution zone, but we can't add titles from the network zone.

    This is documented:
    Alma Online Help (English) > Resource Management > Inventory > Managing Collections

    "You can only add titles from your Institution Zone to collections. NZ-managed inventory cannot be added to collections."

    This is very bad since many of our e-book packages are managed on the NZ level. So we can't add e-books to our collection and present them together with…

    161 votes
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  15. Serials: Editing of Description Needed

    When opening predicted items, the Description-Field is populated by the data provided in “Next Predicted Item´s information” and displays these data in a certain punctuation-logic. Unfortunately, this logic is not equal to the description- (and punctuation-) logic used in German speaking countries (which is following ZETA-Standard) – and there is no possibility to edit this. Since there has to be a correct description (for sorting etc.), the only way is to open and edit every single item once it is created by prediction pattern. This is causing a lot of unnecessary work to be done manually - we need the…

    283 votes
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  16. Allow user to ‘Withdraw’ and ‘Open Predicted Items’ from the ‘Received Items Screen’.

    Currently, ‘Withdraw’ and ‘Open Predicted Items’ functions cannot be performed from the ‘Received Items List’, during normal receiving operations.

    https://drive.google.com/file/d/1qdNSY1xkPr71R7XJzPp8QtQJEa_h-00i/view?usp=sharing

    Instead, a user must back out of the receiving windows, perform a title search, and access these features through the ‘List of Items’ window.

    https://drive.google.com/file/d/17yB9XwMI6MYAmnHq95mna6cOUMpXzlbq/view?usp=sharing

    This drastically decreases efficiency in performing routine tasks in Prediction, Receiving, and Weeding.

    What should be changed: As Serials Processors, we would like to see the ‘Withdraw’ and ‘Open Predicted Items’ functions added to the ‘Received Items List’ window, so that all serials management tasks can be done from one screen. This would eliminate the…

    524 votes
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    Dear community, as part of the ongoing UX improvements in Alma, the "Receive new material" screen (aka Receiving WB) is planned to be refactored and support the need described in this idea. For more information see Alma roadmap:

    https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2022-2024)_-_July_2022_Update/Acquisitions#Receiving_Workbench_-_Enhanced_UX


    Thanks,

    Noam Fass | Alma product team

  17. Improve the e-book purchase request workflow

    The purchase request workflow needs to be improved for acqusition of electronic resources.
    Currently, you can either approve or reject a purchase request. An approval automatically creates a POL and a standalone portfolio based in the Purchase Request BIB record. Both outcomes are unfortunate when working with e-books. An e-book will usually be ordered on the vendor site (e.g., the ProQuest portal) rather than through an Alma POL. It should be possible to select whether a POL is created. More importantly, we'd like the option, upon approval, to select and activeate a title from among CZ collections instead of having…

    248 votes
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  18. Don't link unauthorized headings based on 008 14-16

    Alma should take into account positions 14-16 of the 008 of the authority record when "deciding" if it should link to and update a biographic heading.

    In the case of the main entry if position 14 is not "b" then make the link and update. If it is "b" it should not link and update.
    In the case of a subject entry if position 15 is not "b" then make the link and update. If it is "b" it should not link and update.
    In the case of a series entry if position 16 is not "b" then make the…

    0 votes
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  19. Allow to define several local search indexes, including standard MARC fields

    Following the partial implementation of idea "Ability to search via free text MARC tag and subfields" (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/17197337-ability-to-search-via-free-text-marc-tag-and-subfi) under NERS 2020 #6795, here is perhaps a more modest suggestion, that hopefully can be more technically feasible and still provide a large chunk of the missing functionality.

    Similar to the analytics "Local Param" concept, it would be very helpful if institutions were able to define 5-10 "Local Search Indexes", based on each institution's needs. These indexes should be able to include any MARC field or subfield, whether local or standard (and preferably also field combinations).

    Use case: In our institution,…

    64 votes
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  20. NCIP request security

    Currently a valid NCIP request from anywhere can retrieve information about a given library's patrons. In order to exploit this, the attacker would need to know server address, institution code, code of the profile for ILL, all of the correct metadata, and the correct message type/formatting. It's not trivial to gather up all that information for a given institution, but much of the information is publicly available (e.g. NCIP message formatting is a public standard), and none of it is generally treated as a secret.

    Given the continuously evolving state of library systems security, it would be good to prevent…

    79 votes
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