Alma

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  1. 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…

    25 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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      • 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…

        104 votes
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        • Have the option to turn off sorting for sets.

          Our OAC department needs to generate a packing list of items that are scanned in, in the order in which they were scanned. The problem is that after creating a physical items set via scanning, the set sorts itself, and the items are no longer in order.

          In addition, our Metadata Services department used to manage our corrections projects in Millennium by having a public set that everyone could access. Once the cataloger was done correcting the record, it was removed from the set.

          Our problem is that once we're done correcting the record for a Physical Titles set and…

          22 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.

            186 votes
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            • 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…

              39 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.

                48 votes
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                • run a job physical items Enumeration

                  In "Run a job / update physical items" only some fields are included. Ideally, it would be best if all fields could be updated. Minimally, we would like to add • EnumerationA • ChronologyI • ChronologyJ

                  6 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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                    • Add "Alternative Call Number" to the "Change Physical Items" job so that this field can be edited in batch across sets of item records.

                      Many fields in the Physical Item record can be edited in bulk using the Change Physical Items job, but "Alternative call number" isn't included in the options for this job. We would like to be able to edit (and delete) these fields across large numbers of records without having to do it manually for each one. Please give consideration to including this field in the Change Physical Items job.

                      203 votes
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                      • 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.

                        4 votes
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                        • Expand Validate Local Call Number Distinction task to include 050

                          The Validate Call Number Distinction task should include 050 call numbers and not just local 090 tagged call numbers.

                          Vendors are sending records with call numbers tagged 050 _4 (LC-type call number assigned by a library other than LC) which are essentially the same as a locally-assigned LC-type call number (090), only they're not included in the validation task. We are encountering lots of duplicate call numbers in our Alma database.

                          3 votes
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                          • 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?

                            1 vote
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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…

                              25 votes
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                              • Add Material Type for Bicycles

                                We circulate bicycles on our campus and would like to have a material type to use besides 'Other.'

                                1 vote
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                                • Change Physical Item Job should ignore default MARC holdings template when changing location

                                  Also entered as NERS ID 5949 for *Next* year's enhancement process cycle

                                  When using the Change Physical Items job to change an item's location, we are running into problems because of the way Alma processes this job. Alma creates a new holding with the same data as the original holding and reattaches the items to this new holdings record. If all items are changed to the new location, the original holding is deleted. When creating the new holding, Alma uses the default MARC holding template. Our default is set with 852 indicator 1 set to 1 for Dewey Decimal classification,…

                                  12 votes
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                                  • 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…

                                    88 votes
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                                    • Alma doesn't label the header as "Holdings ID" or "Holdings MMS ID" in both the Holdings view and the Physical Item Editor view

                                      We're concerned that Alma doesn't label the header as "Holdings ID" or "Holdings MMS ID" in both the Holdings view and the Physical Item Editor view. Having the field named differently in different views lends itself to some confusion. Currently, the Holdings level ID (PID) appears as MMS ID if you are in Holdings record view. A screen shot is attached.

                                      2 votes
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                                      • Provide more output fields for the Shelf Report

                                        When we do the Shelf Report, we wish that Alma can provide more output fields such as last loan Date, last return date,inventory date that will be helpful for us to analyse the result.

                                        3 votes
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                                        • Add fulfilment, Public and Internal Notes to the Excel spreadsheets for physical item sets

                                          When a Physical Item set of records is exported into a spreadsheet via Tools > Excel, the fields Fulfilment Note, Public Note and Internal Notes 1, 2 and 3 are noticeably absent from the columns of data offered in that spreadsheet.

                                          Those fields frequently play a major role in determining the action required by staff for the given item upon its return, as they’re used for requests for reclassification, relegation, etc. It would constitute a sizeable labour-saving fix to be able to generate/save/print off a ready list of all such messages, alphabetically sortable by contents, from the spreadsheet for staff…

                                          7 votes
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