Alma

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  1. 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…

    63 votes
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    • 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)

      •…

      62 votes
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      • 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…

        188 votes
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        • 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…

          38 votes
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          • 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.

            188 votes
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            • 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.

              27 votes
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              • Add withdraw capability to Scan in Items

                It would be nice to add the ability to simply scan in the barcodes of items that are to be withdrawn, in addition to the current , more time-intensive methods-- creating set of items then running a job, or withdrawing items title by title on the Items List page. This functionality should be available for both acquisitions and circulation.

                16 votes
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                • 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.

                  51 votes
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                  • Check for existing barcode in import profile

                    I would like to see a setting in the import profile to check the IZ for the pre-existence of the incoming barcode. Publishing and importing can be a fairly blunt tool that leads either to too many or too few objects being imported. When importing large numbers of records, there should be a setting in the match tab that looks for that barcode and rejects the item if that barcode already exists. This would prevent needless duplication especially when publishing on the bib level.

                    3 votes
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                    • Import jobs with many serial issues crash

                      Publishing profiles at the bib level will include all items (in an ITM field with the data specified in the inventory enrichment section of the publishing profile). When trying to import these published files, if bibs for a serial have more than 50-100 items, the import job crashes with the error code like: "Import Job 3833572600004617 External system 3833573620004617 File HU_scf_missingbarcode...Split file error error parsing leader with data: 14519cas a2210880 a 450"

                      The only current solution is to manually edit these files with an XML editor to properly split the files.

                      3 votes
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                      • Temporary Location should include Temporary Item Policy

                        When we pull a volume from the Stacks and put it on the Reserves shelves, we want to change the Item Policy from the Stacks default to a much shorter loan period. When we restore the item to the Stacks we want to restore the Item Policy to what it was. As it is, we have to know what the former policy was for each item and break a large batch of items coming off reserve into multiple files for each Item Policy that is wanted.

                        12 votes
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                        • Need a way to perform "scan in" or other workflow operations in batch, either from an itemized set or from a .txt or .csv file

                          Use case: We have a large number of items which are being moved from our regular collection to our archives. We have already created a .txt file of barcode numbers and used that file to create a set in Alma, so that we might run Change Holdings and Change Physical Items jobs against the set. It would be much more efficient if we could then run a batch "scan in" or equivalent operations to actually place the items in transit to their new location and then the archives could likewise use that set to get the items out of transit…

                          28 votes
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                          • When Managing In Process Items ability to sort list of items into shelf order

                            When managing in process items in a work order department we may want to take a device with this list to a shelf of items in call number order e.g. damaged items shelved in call number order or theses ready to be shipped for digitisation. Call number is available as a field, but it's not possible to sort by it (ideally we'd want to sort by normalised call number.

                            3 votes
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                            • Significant Improvements to the 'Browse Shelf List' Function Needed

                              The 'Browse Shelf List" function is essential for catalogers in our library and is extremely clunky and time-consuming to use. Proposing any (hopefully all) of the following changes:

                              1. Ability to view more results surrounding the exact search request.
                              Said in a different way, the ability to view the result in the middle of the results page, so as to be able to see a few of the results both before and after. This makes call number adjustment significantly easier, instead of always needing to click a back button and remember what the call number were on the page before.

                              183 votes
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                              • Add Material Type Mapping to Physical Inventory Import Profile

                                As a Copy-Cataloger I receive batch files of bibliographic records with physical inventory from a variety of vendors and some of these vendors send a variety of formats in the same file. These files contain bibliographic records with a material type of Book, Map, DVD-ROM, Issue, etc. With our current Import Profile that we use, the Library field, Location field, Barcode field, and Item policy field can be mapped with MARC21 local field. But this is not possible for Material type. So when we import this large file with multiple material types they are being imported with the Material type…

                                38 votes
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                                • Ability to delete items by scanning-in

                                  At present items can be withdrawn/deleted in two ways:
                                  1. Manually, an item at a time (or multiple items only if in same holding)
                                  2. In bulk, from a set created either directly from search results or from a spreadsheet.
                                  There is no way to rapidly delete items-in-hand.

                                  A feature in Alma to quickly delete items-in-hand, in quick succession, with the same safeguards as when using existing deletion methods.

                                  The attached document gives more details and a mock-up of such a feature - it would be a big bonus to those of us with a lot of weeding to do!

                                  120 votes
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                                  • "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…

                                    51 votes
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                                    • Add the ability to select, open, and edit more than one item record at a time.

                                      Currently, Alma only allows one item record to be edited at a time within cataloging. To have the ability to selected multiple items, and then open them all at the same time (either in the same screen, or pop-ups) would be a HUGE time saver. Not only for catalogers, but for binding and material physical processing users as well.

                                      215 votes
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                                      • 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.

                                        88 votes
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                                        • 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…

                                          82 votes
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