Alma

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  1. Toggle missing status for Set List created from Shelf Report

    Once you run a shelf report and create an itemized set of missing items, it would be much easier to be able to toggle the missing status of these items in one big set, rather than having to do a search of each title and toggling the missing status that way.

    6 votes
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  2. Leave Library and Location blank using Browse Shelf Listing within the Metadata Editor

    The August update allows Alma to limit Browse Shelf Listing to specific Libraries and Locations. This is fine when it is wanted; on the other hand, using Browse Shelf Listing directly from a holdings record (i.e. Alt+C in the Metadata Editor) defaults to limiting the search to the library and location in the holdings record (i.e. the 852 subfields $b and $c). I prefer the Library and Location fields remain blank (as they do when opening Browse Shelf Listing from the Resources tab) unless the user chooses to set limits.

    6 votes
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  3. Allow "Delete holding records with no items" job to delete holdings attached to POs

    The job called "Delete holding records with no items" doesn't support deleting holdings that have attached POs. It seems like this should be an option.

    6 votes
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  4. Allow retention of original holdings record when the last item is moved to a different holdings record

    As a user who is changing locations in item records, I would like the ability to retain the original holdings record when the last item gets moved to a different holdings record.

    STATEMENT OF THE PROBLEM TO BE ADDRESSED: When an item is moved from one holdings record ("holdings A") to a different holdings record ("holdings B"), AND the item being moved is the last one (leaving holdings A bereft of item records), there are two different ways that Alma treats holdings A:


    1. If the item is moved by selecting from a list of items and clicking on the "Move"…

    6 votes
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  5. Include item creation date in the advanced search options for item records

    We have been trying to monitor progress in retrospective cataloguing projects using the advanced search, but run into some problems with options for searching in item records.

    We can quite accurately produce sets for items which were last updated within a given date range, but this isn't really fit for purpose. If a cataloguer makes a correction or re-saves at a later date then this will exclude it from retrospective counts, say for the previous month or year.

    Having the option to search on item record creation date would provide a much more accurate tool for reporting on work done…

    5 votes
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  6. Prevent choosing an invalid item policy when editing a physical item

    When editing the information for a physical item you have the option to select an item policy that overrides the default fulfillment rules for the chosen location. The drop-down list shows all item policies available in the system, regardless if we have configured any corresponding exception rule or not. As we have several item policies that should only be used for specific locations this leads to confusion and mistakes. It is too easy to unknowingly set an invalid item policy without any warning from the system.

    We suggest that the drop-down list of item policies should only display policies that…

    5 votes
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  7. Option to change item policy in batch

    User can have the option to select all the items under a holding record and change the item policy batch for them all at once.

    5 votes
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  8. Tools/Excel results need to include holdings ID(s) and item ID(s).

    The ability of Alma to export search results to an Excel spreadsheet is one of its strong features. In order to remove the necessity of still having to run an Analytics report, all such Excel spreadsheets need to include the holdings ID(s), holdings permanent location(s), and item ID(s), in order to present a clear and full picture of the extent of the holdings of a given title. This is analogous to the Hierarchy in Voyager which was incredibly useful to us--the Excel with the additional information will be even more useful and efficient than the hierarchy has been since it…

    5 votes
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  9. Standardize item record navigation

    Currently when navigating the list of items the position of the numbers and arrows changes position depending on how deep you are in the records. For instance when you go from the first page to the second page the arrow will jump to the left due to the records being displayed adding another digit. This happens again when you hit three digits in the record display. So if you are paging through focused on the content you can all of a sudden jump to the end of the list without ever moving your mouse. I'm asking for this to be…

    4 votes
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  10. 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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  11. 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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  12. 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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  13. 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 HUscfmissingbarcode...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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  14. Add Location to Barcode Generation

    Right now, you can set up Barcode Generation in Alma to be Library-specific, however within a library, it would be nice to be able to generate different Prefix+sequence barcodes for different locations. For example, it would be nice to set up Barcode Generation for Course Reserves in a Reserves location without having the same scheme auto-generating when receiving serials.

    3 votes
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  15. 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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  16. 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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  17. call number sort in "Generate accession number" drop down menu

    The call numbers are mandatory in all our items and holdings. Somes of call numbers are more used than other.
    For example the call number RIA is used oftentimes while the call number DSA is littled used. Though, currently, RIA are at the end of the menu wheras DSA is at the top.
    Authorizing sorted the call number would dramatically reduced search time in the long drop down menu (Tools > MARC Bibliographic > Generates accession number) and make easier the job of our librarians.

    2 votes
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  18. When entering periodicals, I can only choose a precise date under "Issue date". This is not working for all periodicals

    Not all periodicals have precise issue dates. Some are seasonal (like Fall, winter, Spring and Summer), some are by quarters (1st quarter, 2nd quarter...) some have are weekly issues, ... Alma doesn't give the choice for these particular periodicals.

    We need more date options to reflect the issue's period. Even something like Issue date: From X date to Y date, would be more accurate than what the date option actually offered in Alma right now.

    2 votes
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  19. It would be helpful to have small checkboxes in the holdings records next to each line item

    It would be helpful to be able to delete or move multiple line items in a holdings record at the same time as we are able to do in the inventory records. A line at a time is very time consuming when we transfer large numbers of items from one library to another.

    2 votes
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  20. Physical Item Editor - activate Confirm button upon Save action

    In the Physical Item Editor, upon Clicking the Save button, please automatically activate as default the "Confirm" button in the Confirmation Message pop-up window.
    In the same way that all other Confirmation Message pop-up windows already have the Confirm button activated, so all you have to do is hit the enter key to select it. (Instead of having to make another click on the Confirm button.) This would help improve efficiency.

    2 votes
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