Alma

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  1. Collaborative Collections Retention Item Designators

    Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to commit to hold specific items. Currently, there is no way to mark this in records unless in free text notes, and no system checks in place for items to prevent accidental weeding of items that libraries have committed to retain. This idea outlines system functionality to ensure that libraries can safely manage committed collections.

    • Two new fields in Alma Items: a Committed to Retain check box and a Retention note free text field (minimum of 200 characters)

    •…

    119 votes
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  2. Better management of serial prediction when publication frequency changes

    Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.

    It would save a lot of time if…

    72 votes
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  3. Make physical item sort routines stick

    For those of us working with continuing resources:

    When viewing a list of physical items, the sort routine defaults to Library/Location. The items do not appear in any particular order when the results are loaded. Often I change the sort routine to Description or Receiving Date to view the most recent serial items and order them chronologically for viewing.

    It would be nice if the sort routine "sticks" so that every time I open a list of items, the sort mechanism will stay on Description (not default back to Library/Location)

    This would be especially helpful when managing items in the…

    89 votes
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  4. Add generic physical material types to the current table

    My libraries circulate various pieces of equipment from microphones, to musical instruments, to 3D printers, to lockers, and the current physical material type table does not suffice without adding a slew of item policies or location codes, which is messy and makes the resulting analytics more painful than it should be.

    Ex Libris support states that "The [physical material type] codes cannot be changed, because Development needs them for statistics across libraries." However individual libraries will have items that they need to distinguish between either for fulfillment rule purposes or our own statistics.

    I would like there to be about…

    210 votes
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  5. Add Statistics Notes to Search Indexes

    Currently Statistics Notes in item records are not among the options of search indexes in Alma. Recommend adding them. Evidently they can only be searched in Analytics now.

    174 votes
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  6. Keep suppressed records without items that have received more than one purchase request

    We have detected this case that we consider is an incorrect behavior of Alma.

    When a purchase request is generated, a non-visible bibliographic record is created. The problem is that if a second purchase request for the same document is generated, Alma automatically makes the bibliographic record visible, even though we still do not have copies of it. Therefore this record appears visible in Polibuscador but without funds.

    We request that the bibliographic record should only be visible when the issue or copies are available to the user, meanwhile, even if more than one purchase request has been made, it…

    39 votes
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  7. Make "Physical Item Condition Field" options configurable

    The new feature "Physical Item Condition Field" was a good idea.

    However, the condition options should be completely configurable. Currently the only options are:
    Brittle
    Damaged
    Deteriorating
    Fragile

    The current condition options seem extremely similar to each other.

    Each institution should be able to completely configure this field, including hiding the field entirely, adding/removing options, hiding/displaying options, renaming/relabelling, reordering the options.

    197 votes
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  8. Collaborative Collections - Index 583 more fully

    Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to update records with an appropriate Action Note (583 field) to note these commitments. Currently, only $a of the action note is indexed. All fields of the 583 (when present in bibs or holdings) should be indexed, or at a minimum $c, $d, $f and $5.

    31 votes
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  9. Suppress Items from discovery for a particular physical location but keep Holding statement

    We feel that it would be useful to be able to suppress items from discovery from a particular Physical location but still display the holdings information.
    This would be extremely useful for our Journals collections, whereby we receive individual items but only want to display the holdings statement to the end user.

    22 votes
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  10. 4 votes
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  11. Enable bulk updating of items from spreadsheet based on barcode

    It would be very useful to be able to bulk edit item records from an uploaded spreadsheet of physical items in much the same way that portfolios can be updated via uploading a spreadsheet.

    I'm particularly interested in being able to bulk change data in the Enum/Chron fields in serials. I imagine this might have to be coupled with a regenerate job.

    78 votes
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  12. Change Chronology J numerical values into names of months or seasons in Description field in Physical Item Editor

    For the purpose of sorting months in Chronology J, we have to put numerical values in it, for example 05 for May. However, when we generate the Description, 05 would remain 05, so the description would be: v.12 no.5(2019:05). This is printed onto our label for the students to read. It would be better if Alma can automatically convert the numbers into words in the Description field, e.g. v.12 no.5 (2019:May) through the Generate button. Similarly, for seasons in Chronology J, the numerical values are from 21-24. We want Alma to automatically convert the numbers into names of seasons, e.g.…

    6 votes
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  13. Change item information RESTORE change type should allow clearing temporary item information.

    When using the Restore change type under Change item information, the only change made is toggling the "item is in temporary location" back to NO. Any values filled in for temporary library, temporary location, temporary item policy, temporary call number, etc. remain. Restore should clear those fields, or allow operators to keep those fields by unchecking a box that would be checked by default.

    If the item has been scanned to have an item policy for special circ rules, that information remains in the record when it is restored, even though that information is not applied. If the item is…

    154 votes
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  14. Identify the staff operator who marked an item as missing

    When a user marks an item as "missing" in Alma, the history record for the process shows the operator as "System" rather than an operator ID. The operator who made the change should be identified in the history.Managers with the ability to identify the source of a problematic "Missing" status change can engage the source with questions or training as needed.

    1 vote
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  15. Toggle missing status for Set List created from Shelf Report

    Once you run a shelf report and create an itemized set of missing items, it would be much easier to be able to toggle the missing status of these items in one big set, rather than having to do a search of each title and toggling the missing status that way.

    6 votes
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  16. "Create Physical Item Work Order" job - adding notes.

    I would like to be able to include a note when bulk creating physical item work orders.

    Notes can be added to individual work orders, but the ‘Create physical item work orders’ job doesn’t allow this – only the work order type, managing department, and pick/do not pick from shelf can be specified.

    The use case is that we are correcting some of our call numbers, and the physical items will need to be relabeled. I would like those items currently on loan/in transit/in process to have work orders that send them to our repair department for relabeling when returned,…

    3 votes
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  17. Configuring Physical Item Sort Routine for Alternative Call Number

    We have large volumes of items that are at the same location but at a different call number. All of these items migrated on to one holdings which means the Alternative Call Number is key in determining the correct call number. Are there any plans to add Alternative Call Number field to the physical item sort routine?

    17 votes
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  18. Allow "Delete holding records with no items" job to delete holdings attached to POs

    The job called "Delete holding records with no items" doesn't support deleting holdings that have attached POs. It seems like this should be an option.

    6 votes
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  19. when adding new items, can we have access to the NOTES tab before you save the item

    At the moment it is only possible to access the NOTEs tab for an item once it has been saved. This adds an extra step to the cataloguing workflow. Can we have access to this tab at the creation / adding new item stage?

    1 vote
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  20. 96214i

    I would like to suggest that when the cataloger has to create an item and adds barcode, that certain details like Copy ID and Inventory Date are automatically input and saved. Currently when the barcode is inserted, it saves automatically and leaves the page immediately. This delays our work, as we have to go back to edit the item again and insert all other details.

    1 vote
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