Alma

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  1. Remove temporary location, not just change indication

    Currently we can run a "change physical items" job to remove the "temporary item indication". This toggles the temporary location from yes to no. It does not remove the temporary location from the item record.

    We would like the option to also remove the location from the item record, in addition to the option of toggling the indication.

    57 votes
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  2. 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…

    53 votes
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  3. Add a "delete" command in addition to the "withdraw" command

    Currently, when a staff deletes an item record, the person can only use the "withdraw" command, even if the person is deleting an item record created by mistake. Adding an additional Delete command will distinguish the two purposes. We can then pull out WITHDRAW statistics in Design Analytics for the true withdrawn items, and not including the number of item records deleted for purposes of cleaning up data.

    50 votes
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  4. Update 863/864/865 when items are withdrawn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/ProductDocumentation/010AlmaOnlineHelp(English)/040ResourceManagement/040MetadataManagement/020NavigatingtheMDEditorPage?uxp=true#AutomaticGenerationoftheSummaryHoldingsStatementBasedon_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    When items which are linked to the Holdings record are withdrawn, there is no process to update the Holdings record 863/864/865 fields to create an updated 866/867/868 field. When items are withdrawn, the user has to manually edit the Holdings records.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…

    50 votes
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  5. 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…

    46 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. Item Material Type master List lacking several types

    The master list of Item Material Types is lacking three types commonly used by Special Collections cataloging. Please add Archival material, Broadside, and Poster to the master Item Material Types list.

    37 votes
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  8. When viewing an item, there should be an option to edit without leaving the item screen

    When you view an item (or click on the barcode to view an item), there should be an option on the item screen to edit the item. Instead, if we decide we need to edit the item, we have to back out of the item screen, then select Actions --> edit to edit the item. Too many clicks!

    36 votes
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  9. Narrow Withdraw Items job functionality to Physical Items sets


    1. Restrict the Withdraw Items to functioning with Physical Items (barcode) sets. (Currently it will run with sets of Physical Titles and effectively perform as if the job DELETE BIBLIOGRAPHIC RECORDS were run with the “Delete all associated inventory resources” parameter selected.)


    2. Include OCLC number in the Excel Export for Physical Items (currently only Physical Titles sets export with the OCLC number, but those sets function erroneously in the Withdraw Items job)


    32 votes
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  10. 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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  11. Add suppress functionality to context menu in list of holdings

    When a staff member is looking at a list of holdings for a physical title, the right-click context menu / actions (ellipsis) menu should include a function to suppress holding.

    It's inefficient to have to enter the MDE to complete this action. It's inefficient to have to run a job for just a few holdings at a time.

    29 votes
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  12. Add "Edit" button to item records from viewing, like holdings and bib records have.

    When viewing bib and holding records, there is a link to edit mode that takes you into the metadata editor. If you are viewing an item record and realize that you would like to change it, you have to cancel, go back to the list of items, and then select edit from the action menu.

    It would be handy to have an edit button on item record when viewing it, even though that isn't in the metadata editor.
    It would be handy to have this feature in MANY other fields--there are lots of times when I click on something in…

    28 votes
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  13. 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.

    25 votes
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  14. Add the ability to manually sort physical item records within a location

    The current physical item sorting options mean that in many cases records cannot be sorted into the correct order. Adding to the existing automated sorting options will help in some cases but not in others.

    The only way to be certain that item records can be correctly sorted is to add the ability to manually sort physical items within a particular location (i.e. that are linked to a particular holdings record).

    Use cases abound. For instance, this is the only way that volumes designated as new ser. v. (or new ser no.) can be sorted to appear after volumes designated…

    23 votes
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  15. Delete item records created using the "duplicate" function if they have not been saved.

    On the List of Items screen, under the Actions menu for each item, the "Edit" and "Duplicate" commands are currently adjacent. It is fairly common (at least for me, personally) to accidentally click "Duplicate" instead of "Edit." This automatically takes me into the edit screen for the new item I have unintentionally created.
    There is already a "Cancel" option at the top of the screen, but it only goes back to the item list which now includes an extra item. In order to get rid of that new item I have to navigate to it (which can be a bit…

    23 votes
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  16. Link licenses to physical resources

    Allow physical resources to have an attached license similar to electronic resources.

    For example, a DVD may have specific educational and/or screening rights that we would like to save as a license and link to the DVD.

    22 votes
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  17. Ignore call number prefix ($$k) in BROWSE SHELFLIST in Alma

    Alma's Browse Shelflist function includes the call number prefix (holdings record field 852 $$k) when generating the browse list. At the University at Buffalo, we use that prefix for oversize volumes, and for a variety of other sub-locations, designations and shelving areas.

    As a result, any holdings with a prefix ($$k) does not show up alongside holdings in the same call number range, essentially hiding many titles from staff who seek to browse the shelf list.

    An advanced search for specific library holdings, permanent call number type, and permanent call number does not remedy this issue, as it does not…

    22 votes
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  18. 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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  19. In the List of Items screen, add "description" to the list of search options in the "Find" box.

    Currently in a list of items, Alma allows us to search within the list of items by only barcode or the call number. Adding the ability to search the description field would simplify trying to locate an item with unique information in the description, such as "index".

    21 votes
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  20. Automatic generation of call numbers

    The call numbers play an important role as source of information for staff and users and in the workflows, that is why we also strongly miss the automatic generation of call numbers (in Aleph the Z311 table "to register the last sequence number assigned for a sublibrary + prefix, so that the next highest number can automatically be assigned when an item record is created"). When we have to do it manually it deeply lowers the efficiency of the workflows and is open for human mistakes that cause further problems.

    20 votes
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