Alma

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  1. Physical Item Editor Templates

    It would be great if we could use templates for adding new items.
    At the moment, whenever we add an item, for each single one of them we have to manually fill in the same values in "Material type" and "Item call number type". The "inventory date" has to be chosen manually as well.
    It would be extremely useful if we could load the physical item editor form with some values already filled in, and with the date fields automatically filled with the current day's date.

    If this idea has already been posted or it the option already exists, please…

    289 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…

    279 votes
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  3. In Process Items_Move items in batches to the next work order

    In the page of “Manage In Process Items”, we would propose
    1) Adjust the number of each page so that more items can display on the page. That would be the maximum the staff can tick “Done” at one time.

    2) Given above, ideally we'd want to move a pack of items by jobs to the next work order.

    3) Sort out “Barcode”

    243 votes
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  4. Add ability to reorder Description Template Setup Rules using drag and drop

    The Description Template Setup Rules list must continually be reordered, since the first (sequentially) rule for which the enum/chron combination meets all criteria is used for the description, even if the enum/chron would more exactly meet a later rule. Regardless, is is also helpful to order the list so that similar rules are grouped together, so reordering would desirable as rules are added or removed.

    Currently, the only way to reorder the list is to move a selected rule up or down in the list, ONE PLACE AT A TIME. This is time consuming and inefficient.

    Please add the ability…

    194 votes
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  5. "Make Toggle Missing Status Available from item editor"

    To mark an item as missing, you must currently use the Toggle Missing Item option from the inline action menu, which only displays when you are viewing a list of items attached to a given bib record. However, if you search for the item using a physical item search, and only one item matches your search criteria (for example, if you search by barcode), then the item record opens automatically in the physical item editor. There is no option to toggle the missing status from this screen. Operators must remember to perform a title search, instead of a physical item…

    173 votes
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  6. May release : deletion of empty holdings.

    Dear all
    the May release introduced a change concerning the deletion of empty holdings:

    The 'Delete Holdings' link in the 'List of Holdings' page, which was formerly visible to users with the 'Physical Inventory Operator' role, is now visible only to users who have the 'Physical Inventory Operator Extended' role.

    This change is a problem because not all the operators can have the physical Inventory Operator Extended role: this role allows operators to delete copies and it is quite dangerous.
    It would be better for us that operators with the physical inventory role keep the permission to move copies from…

    173 votes
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  7. Work Orders: package of required enhancements

    Work orders are useful but often cumbersome and don't work as required. A package of enhancements/fixes would make them much more useful and useable:

    • Adding notes when creating work orders in bulk. This would enable having fewer work order types as explanatory notes could be used instead.
    • Makes notes more (immediately) visible when scanning in (pop up message?). Again would enable fewer work order types as items could be easily catergorised according to explanatory note upon receipt at managing department.
    • Select recall/not recall at work order placement (like pick from shelf), not baked into type (and in…

    169 votes
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  8. 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…

    166 votes
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  9. Alma Templates: allow user-by-user customization of default holdings templates

    The shared MARC21 holdings templates in Alma offer customization of the template properties, allowing the selection of one template as the default. This customization applies to the entire institution, and not the individual Alma user. Therefore, when we have multiple catalogers working with multiple templates, they all have to conform to one default template. It would be useful to allow each cataloger to set the default template for their workflow.

    135 votes
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  10. Shelf Report - Figuring out items that are not in call number order

    When running a shelf report for a set or call number range we want to know if any items are misshelved in the sense that they are not in the right call number order. As far as we can tell this is not possible but is an essential part of our inventory checking. For example, if we are running a shelf report for all items in our early childhood education collection we want to be able to determine if items within the collection are shelved in the wrong place according to their call number so that we can go to…

    132 votes
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  11. BATCH JOB TO CREATE ITEMS

    We need a batch job to add items to existing holdings records. During migration we did not realize the importance of having items for display in Primo. One of our locations shows (0 copies, 0 available) when we do have non-circulating copies.

    126 votes
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  12. Improving Physical Item Editor management

    I would like to suggest two ideas which can improve the whole management of working with physical item editor:
    1. Enable all tabs and fields to be editable without clicking on 'save and edit' button – Currently after you click on 'Add item' and being navigated to the 'Physical Item Editor' form, not all the fields and tabs (General, ENUM/CHRON, Notes, and History) are enabled for editing, the barcode no. is not populated automatically, and the dropdown list of process type is disabled as well. Only after clicking on 'save and edit' button, the complete form, including the tabs are…

    123 votes
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  13. 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.

    119 votes
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  14. Related holdings displayed only after "direct" holdings in the brief results

    Currently, only 5 holdings are displayed in the "Physical" tab in the brief results list in Alma. In many cases holdings and "related" holdings are mixed and displayed without any particular ranking. Especially when many of them are present, it takes many clicks before one can exclude the related holdings and obtain a list of all holdings linked directly to a record.
    The "Physical" tab in Alma could be changed like this: all holdings linked directly to the record are displayed first (regardless of the library), and only then come the holdings of related records.

    116 votes
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  15. Add Storage Location ID to Export Physical Items job

    "Storage Location ID" will be added to Analytics in the January 2017 release but we also need to be able to get the Storage Location ID from the Export Physical Items job.

    108 votes
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  16. Customize the amount of holdings displayed in the brief results

    Currently, only 5 holdings are displayed in the "Physical" tab in the brief results list in Alma. For IZs with many libraries, this is not always ideal and many clicks are necessary before getting to the complete list of holdings.
    The new sortlibraryby_relevance parameter helps but doesn't solve all issues.
    Therefore, we'd like to ask to implement a functionality similar to what can be done for the amount of records to be displayed in the results list (at the moment, one can choose between 10/20/50) so that for example staff users can choose whether they want to see…

    105 votes
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  17. MDE : holding field 852 - display only the libraries in the scope of physical inventory operator

    When creating a holding in MDE, the cataloger has to choose a library in the list of libraries of the institution for completing field 852 $$b.
    The full list of all libraries of the institution in displayed for the user, even if the user has a physical inventory operator role with a scope on only one library.
    As a result he has to scroll down the list of libraries to find his own library.
    It would be much quicker if only the libraries in his scope were displayed.

    94 votes
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  18. Permanent collections

    Colecciones permanentes:
    Si un título tienen todos sus ítems asignados a una colección permanente de documentos perdidos, extraviados, descartados, etc. , el sistema Alma debe evitar que el registro se recupere y visualice a través de Primo, esto a fin de que los usuarios no visualicen un recurso que no tiene la biblioteca y a fin de evitar de realizar otro proceso de cambio.

    Permanent collections:
    If a title has all its items assigned to a permanent collection of lost, missing, discarded documents, etc. , the Alma system must prevent the registry from being recovered and viewed through Primo, so…

    93 votes
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  19. Make the effect of exclude process from publishing on holdings configurable

    The current implementation of exclude process types from publishing has the side-effect, that a holdings record gets automatically suppressed as well if it only contains items which get suppressed based on the exclude from process types configuration.
    E.g. if you have process type=acquisition, material type=issue, exclude=true all holdings which happen to only have items with material type issue in process type acquisition are suppressed no matter what. This is bad in itself, since it precludes the possibility of offering additional information to our users via the 866 field.
    What makes things worse is that the bib record gets suppressed as…

    89 votes
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  20. Add Storage Location ID as column choice in Item View screen

    We would like to view Storage Location ID in the item view screen within Alma: https://www.screencast.com/t/1fJ1IyCq

    We can now access in Analytics however staff would like to be able to see this field without having to run a separate analytics report to see the data.

    Thanks!

    86 votes
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