Alma
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274 results found
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Allow configuration of quick cataloguing form required fields
We currently only use the quick cataloguing form at circulation desks to create quick records to loan items found on the shelves but not found on Alma. The items are loaned and then the work order routes them to the cataloguing team on return. All these items already have call numbers so we'd like the call number field to be a required field in the quick cataloguing form. Sometimes returned items are incorrectly returned to the shelves and if the quick catalogue record does not include the call number they are often impossible to track down.
215 votes -
Ability to find bib records with attached PO lines but no inventory
Problem:
It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.Use Case:
The ability to find bibs with only PO lines attached is necessary in order to keep the database…185 votes -
New role for Manage Import Profiles
Currently users must have a Cat Admin role or Gen Sys Admin role to be able to Manage Import Profiles (change/add profiles). This also gives them access to the Configuration area of Alma. There should be a role to permit users to Manage Import Profiles that does NOT also give them access to the Alma configuration area. Access to the Alma configuration menu should be separate from the ability to Manage Import Profiles.
179 votes -
Multiple Quick-Cataloging Templates
Scenario:
There are multiple workflows and purposes for which the Quick Cataloging interface is used. For example, in course reserves, staff frequently need to create records for different resource formats beyond book and article. Staff at the circulation desks need to create records any time an item brought to the desk is not found in Alma, and these resources can take any form - from sound recordings on CD to equipment like laptop chargers.Problem:
Not all of these materials fit the current “book” and “article” templates provided for Quick Cataloging. To enable efficient use of the Quick Cataloging feature,…163 votes -
Local Authorities for Network Zone linked records
Alma provides the possibility of local authorities for cataloguing in an Institutional Zone and its local records. Unfortunately I cannot use those local authorities if I work in a Network Zone environment for records linked to the Network Zone.
I would like to:
a. define the local authority in the Institution Zone.
b. Link to this local authority in a local field 6XX (= with $$9LOCAL) via F3 in MDE even if the bibliographic record is linked to the Network Zone.145 votes -
Title starts with search in Advanced Search
Change "Title Starts With" search in Advanced Search
There are situations when it's easier or more efficient to search by the beginning of the title. However, the “Title Starts With:” search in Advanced Search in Alma requires the user to know whether the title begins with an article (A, An, The) or not, and if so, which article it begins with. So users are expected to remember if a title begins with "A", "The", or no initial article in order to perform the search successfully. Why not just return both results, and let the user decide, instead of forcing them…
144 votes -
Adding the publisher location to the "Keywords" index in Alma
Currently, the publisher location is not indexed in the general "Keywords" index in Alma. If someone wants to search for a certain publisher location, one must use the specific index because a "Keywords" search won't bring any results.
This is particularly unpractical when searching for series or periodicals, as they often have similar names but different publishers or publisher locations, or later editions of a certain work which can be identified by the different publisher resp. publisher location.
What confuses staff users is also that if one wants to search for a book, using the title and/or the author as…126 votes -
Add Previous and Next buttons to various screens
After conducting a search and selecting a record to view, it would be nice to have Previous/Next buttons for navigation, rather than needing to always go "Back" and then select the next record in the list for viewing. This could also be useful in other areas, like the physical item editor, and perhaps in some Fulfillment functions.
124 votesThis idea exchange has been submitted to NERS as request #6828. We believe this request will be fulfilled as part of enhancing the repository search to work side by side. See roadmap: https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_-_January_2021/Physical_Resource_Management#Physical_Title_Staff_Search_.E2.80.93_Enhanced_UX
and side by side UI concept: https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_-_January_2021/User_Experience_and_Accessibility#Side_by_Side
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Ability to schedule manual jobs on a regular basis
At our institution, we have some manual jobs we would like to schedule on a regular basis (daily, weekly, etc.). For example, after we purchase a physical title and a PO line is created in Alma, we run the manual job, change holding information on a logical set. This job updates the holding call number (852 $h and $i) from the bibliographic record and also updates the library and location (852 $b and $c) based on the Library of Congress call number in 852 $h.
We are aware that there is an Alma Jobs API (https://developers.exlibrisgroup.com/blog/Working-with-the-Alma-Jobs-API) that could…
123 votes -
Ability to suppress licenses from discovery
Sometimes, licenses have confidentiality clauses, so we can't show them in Primo, but right now, it is an all or nothing prospect. it would be great if a checkbox on the record could suppress a confidential license from showing up in Discovery.
112 votes -
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…
102 votes -
Default search option setting for external resources
MD editor > Tools > Search external resources
Search options for external resources such as title, creator, isbn, system number and year of publication are automatically filled in from a bib record. This make us to delete fields manually and spend time. It would be great to set search options at the institution level or individually.
95 votes -
A way to set the Scan-in-Items drop-down-menu Status to our specific workflows
In Cataloging when we scan in item barcodes to send a work order to shelf preparation or end-processing, the scan-in-Item Drop-down menu defaults to Cataloging. Acquisitions uses this to send material to us --but we want to send material to Shelf Preparation/End-Processing. So we have to manually mouse down to insert this everything single time. This is slow (uses up time). It would be faster and healthier (on our hands) if Ex Libris could reconfigure so any library unit in a library could unit set the Scan-in-Item Drop-down menu to default to (--or to "persist" or "stick" at--)the specific status…
95 votes -
Option to change default management tag publishing for bibs
When creating or importing new bib records from an external source (especially OCLC), the bib's default management tag in the MDE is set to "Publish Bib" for publishing under "Export to WorldCat". However, "Publishing Holdings Only" is useful for the purposes of publishing our library's Local Holdings Records (LHRs), and other libraries may not want to publish bibs or holdings by default at all. The option to choose between one of these three publishing defaults would benefit libraries who would otherwise need to either regularly update batches of records or manually edit each one as they're created.
92 votes -
Customize Alma search indexes
We would like to customize the search indexes in Alma for all MARC21 fields (not just localized fields). For instance, in the Alma advanced search > all titles > "Title" > we would like to change to "245 (Title)" to make it easier to identify the MARC21 field we want to search.
87 votes -
Display the date a work order is created
When a work order is created to put an item in process internally ("Technical Services (CAMS)" or "Show to supervisor" or "Preservation") it would be helpful to have Alma display the date this status change happened.
It could be in the "item history", and/or the "In process" display, and /or in the "list of items." Currently, the receipt date is the last date displayed in these locations, which does not help with locating an in-process item.
86 votes -
Allow sorting of itemized set members similarly to logical set results.
In Manage Sets, enable sorting the members of itemized record sets by title, creator, and publication date, similar to the criteria available for sorting results of logical sets. Currently our only option for sorting the members of an itemized set is by exporting to Excel and manipulating the resulting spreadsheet, which doesn't allow for clean sorting by the same criteria.
84 votes -
Possibility to open a record in MDE with MMS ID in URL (Deep Link)
At the moment it is not possible to create a link from an external system or a document which opens the MDE for a given MMS ID.
We would like to speed up the workflows of our cataloguers by having a possibility to generate links to Alma for a list of MMS IDs.
e.g. https://{alma domain}/mde/?mms={mms id}
This could then used by external tools to generate a "show" or "edit" link for our cataloguers.
It would also be possible to generate such links in an Excel document with MMS IDs by using a formula to generate such links, which would…
83 votes -
Add warning for active title-level-requests when relinking or deleting holding records or items
When relinking holdings and items to new bib records or deleting holdings or items, requests can get lost. This is the case if they are on the titel level instead of on the item level.
(Cf. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/015_Managing_Physical_Resources#Relinking_Items_to_Another_Bibliographic_Record)Staff with the role Cataloger Extended or similar roles which allow for relinking and deleting of records, holdings, and items, would benefit from a warning that an active request is present on the title level (e.g. a pop-up) before a holding record or item is relinked or deleted.
79 votes -
Refine search and Search external resources function
When using the "Search external resources" function under profiles including several external catalogs, we can only use refine search link on the first tab.
It would be great if the refine search link was on all tabs rather than on the fisrt tab only.
73 votes
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