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257 results found

  1. 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.

    220 votes
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  2. 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
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  3. 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…

    128 votes
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  4. 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
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  5. 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.

    114 votes
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  6. 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.

    112 votes
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  7. 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
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  8. 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
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  9. 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.

    91 votes
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  10. 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.

    90 votes
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  11. 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.

    89 votes
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  12. 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…

    84 votes
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  13. 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
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  14. Expand "Create Physical Items Work Order" job to include work order Status

    The “Create Physical Item Work Orders” job should be expanded to allow users to add work order Status in addition to Type and Department to a set of records. Currently adding Status is a 2nd separate step. After running the job to apply Type and Department, you must then sign into the appropriate Currently At location, Manage In Process Items, and then apply the Work Order Status (limited to one screen of 20 records at a time). Very Inefficient!

    75 votes
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  15. 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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  16. Linking bib records based on 830 $x should be optional

    Alma currently links bib records based on the presence of the ISSN in the 830 $x. This causes a terribly confusing display in Primo and Alma and is prone to messing up requests. This should be an optional "feature" and not automatically enabled. We do have the option to turn off all related records, but if we use that, we lose all our boundwith relations.

    We should not have to delete a valid MARC subfield (830 $x) in order to prevent related holdings record displaying in Alma and Primo.

    68 votes
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  17. Please add the ability to use the facets for Archival Materials according to LDR pos. 8 = a

    Hello,

    Most archival materials are cataloged as follows:
    LDR pos. 6 = p
    LDR pos. 8 = a
    Currently, the facet in Alma show these kind of materials as "Undefined".
    Adding a facet of "Achieve Material" according to LDR pos.8 = a, would be very useful.

    Thanks.

    63 votes
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    Hi. 1. Are you stating that you want a new “Resource Type”?
    2. The definitions of the resource types are explained in the table titled “Rules Used to Create the Resource Type Field – MARC 21/KORMARC and UNIMARC” at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/Searching_in_Alma#The_Resource_Type_Field
    3. Do you want a new row in this table which would be as follows?
    Archival materials. LDR pos. 8 = a
    4. The table is read top to bottom and as soon as match is found it stops. Where in the table would you like this new row to appear?
    5. How come the title of this suggestion states “LDR pos. 8 = a” but the comment from Feb. 2 also has “LDR pos. 6 = p”? We do not think “LDR pos. 6 = p” is a good idea. That is used for “mixed materials”. On the other hand “LDR pos. 8…

  18. Make it possible to add single titles from other sources than the IZ to Collection Discovery

    At the moment you may only add titles from your IZ to a collection in collection discovery. It would be nice to have a method also to add titles from the NZ, the CDI and external resources.

    61 votes
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  19. "Display in Discovery" from any screen in Alma

    Make the Display in Discovery action available in any screen/view of a record in Alma, not just in a repository search or in portfolio lists. There is often the need to see how a resource displays in Primo when working in an item, orders, and other areas of records.

    60 votes
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  20. New UI-Call Number as an option in the search customization

    In the old UI when conducting a search the call number would display in the search results. In the new UI each individual title now has to have the physical title clicked on to see the call number. It would be helpful to have a call number option under the customization options so that it would eliminate all of the unnecessary clicking when trying to view call numbers during a search.

    59 votes
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