Add the ability to set individual user preferences or defaults when creating item records.
Each user should be able to set preferences for Item record fields that match their particular workflow. For example - make it possible to set a temporary location default for when an item record is created. Make it possible for the receive date to be automatically filled in with current date.
Ted Schwitzner commented
We request that Alma should include the ability to create item record templates that allow
for default values to be applied to item records. Templates should include at least the
following fields to be useful to catalogers:
Copy ID (frequently set to "1")
Pieces (frequently set to "1")
Ideally, templates could also include defaults for each type of note:
Internal note 1
Internal note 2
Internal note 3
Statistics note 1
Statistics note 2
Statistics note 3
Alma should provide the ability to create multiple templates and save them by name. Alma
should provide the ability to select a specific template as the default that is applied when
item records are created, preferably separated by the method in which an item is created;
e.g., a default template for items created with PO lines, a template for items created by
serials prediction, a template for adding a physical item to an existing title, a template
for adding a new book or journal article, etc.
Marc Boucher commented
Lake State is highly in favor of this. This functionality was very basic in Voyager and we miss it. The added steps and wasted time for our catalogers is frustrating. PLEASE consider adding this. Indeed it could be very similar to how the holdings templates currently work in Alma.
Manu Schwendener commented
I heartily agree with this suggestion. I am currently creating hundreds of item records for an analyzed set. When I click to add an item record, the only field populated is the material type. This is the default material type set for the institution, which is book. If I were working on issues for a periodical run, I have to change this every time from book to issue. It would be great if we had the option to easily change our own default preferences as needed. Some days I work on books, some days I work on scores, CDs, or periodicals. I would like to change the Copy ID, Item policy, Is magnetic, and pieces one time (at the beginning of that days workflow). After scanning in the barcode, the item could be complete. A default template would greatly enhance the time it takes to make multiple item records that are the same, except for the barcode.
This is similar to "Alma Templates: allow user-by-user customization of default holdings templates" Please consolidate votes :-)
H. Thomas commented
This would save time. :-) The material type is another thing that each user should be able to set a preference for: I rarely catalog books (usually scores, sound recordings, others), so must always be sure to change this.