Alma

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  1. 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…

    91 votes
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  2. 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.

    90 votes
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  3. 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…

    131 votes
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  4. 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)

    •…

    120 votes
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  5. 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…

    103 votes
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  6. 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…

    234 votes
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  7. 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.

    292 votes
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  8. Add a new Analytics element Call number prefix

    It's found that there is currently not the element Call number prefix in Design Analytics. But in our library, we use call number prefix to identify different shelving locations. And the call number prefix is entered neatly in 852 $k of holdings record. Please add this Call number prefix element to Design analytics. Thank you. Please refer to SF 00654880.

    13 votes
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  9. 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.

    220 votes
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  10. 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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  11. 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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  12. 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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  13. Location Priority

    We need Location Priority function in Alma-Primo too. IP, temp/remote, and alphabetical ordering options are not enough to show locations in the way we want to display them.

    4 votes
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  14. 4 votes
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  15. 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.…

    7 votes
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  16. Ways to track the history of changes in Physical Locations configuration

    We need a way to know if there is any change made in Physical Locations. It could be an email, or adding columns like Last Updated Date.

    1 vote
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  17. 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.

    77 votes
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  18. 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.

    4 votes
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  19. Update 863/864/865 when items are withdrawn

    There is a crucial step missing in the Automatic Generation of the Summary Holdings Statement Based on Items process. The process is documented here:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/040Metadata_Management/020Navigating_the_MD_Editor_Page?uxp=true#Automatic_Generation_of_the_Summary_Holdings_Statement_Based_on_Items

    When items which are linked to the Holdings record are withdrawn, there is no process to update the Holdings record 863/864/865 fields to create an updated 866/867/868 field. When items are withdrawn, the user has to manually edit the Holdings records.

    Since the creation of the 863/864/865 field is now automated based on received items being linked to the holdings record, there is a need for the 863/864/865 to be automatically re-created when the linked…

    50 votes
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  20. Add the option to "generate barcode" in the Quick Cataloging page

    I want to generate a barcode in Quick Cataloging and be able to view the barcode on the Quick Cataloging page. Currently, it takes several clicks to get to the Quick Cataloging item's barcode once the item has been created. I'd like to be able to see the barcode before I save the item I'm creating.

    3 votes
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