Alma
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130 results found
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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…84 votes -
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?
37 votes -
Update 863/864/865 when items are withdrawn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_ItemsWhen items which are linked to the Holdings record are withdrawn, there is no process to update the Holdings record 863/864/865 fields to create an updated 866/867/868 field. When items are withdrawn, the user has to manually edit the Holdings records.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…
64 votes -
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,…
10 votes -
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…
56 votes -
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…
25 votes -
Metadata editor Browse Shelf List forward/back buttons should be bigger or easier to distinguish.
The browse shelf list / call number browse feature is very difficult to use for actual browsing because the forward and next buttons are minuscule. They are not actually buttons, just the less than or greater than sign without borders. I frequently hit the wrong part and end up going back when I wanted to go forward. It's a really small target that calls for high-precision mousing.
Requested improvements:
1) Allow keyboard shortcuts for navigating to previous and next sections of the browse list.
2) Create borders/margins around those buttons.
3) Add mouse-over text showing previous/next so that if you…26 votes -
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…
37 votes -
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…34 votes -
Allow sorting of itemized set members similarly to logical set results.
In Manage Sets, enable sorting the members of itemized record sets by title, creator, and publication date, similar to the criteria available for sorting results of logical sets. Currently our only option for sorting the members of an itemized set is by exporting to Excel and manipulating the resulting spreadsheet, which doesn't allow for clean sorting by the same criteria.
129 votes -
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…
78 votes -
Add Storage Location ID as column choice in Item View screen
We would like to view Storage Location ID in the item view screen within Alma: https://www.screencast.com/t/1fJ1IyCq
We can now access in Analytics however staff would like to be able to see this field without having to run a separate analytics report to see the data.
Thanks!
90 votes -
Add functionality to Change Item Information
It would be useful to have more options in the Scan in/Change Item Information function - for example, the ability to change Material Type and Inventory Date.
50 votes -
Add Storage Location ID to Export Physical Items job
"Storage Location ID" will be added to Analytics in the January 2017 release but we also need to be able to get the Storage Location ID from the Export Physical Items job.
108 votes -
Shelf Report - Figuring out items that are not in call number order
When running a shelf report for a set or call number range we want to know if any items are misshelved in the sense that they are not in the right call number order. As far as we can tell this is not possible but is an essential part of our inventory checking. For example, if we are running a shelf report for all items in our early childhood education collection we want to be able to determine if items within the collection are shelved in the wrong place according to their call number so that we can go to…
159 votes -
Ability to change item's Material Type while in process
We would like the ability to change an item's Material Type while the item is in process. Currently, Alma does not allow this unless the item is in place. If the item is in process, we get the error message, "The item is not in place and there are requests registered for this item. Please handle the requests before moving or updating this item." Incorrect material type is part of the reason the item was sent to processing, so it seems strange the change cannot be made while the item is there.
17 votes -
List of items - when have several pages of items on a holdings, return back to active page
I apologize if this has already been posted (I searched and searched and did not see it), but when viewing a holdings record with a list of items that have multiple pages of items (like 6-7 pages) - it would be great if Alma would default back to the page of items you were actively on, versus defaulting back to page one - every time you edit an item record on list of items page. I know that the lines on invoices that were several pages used to do the same thing (default to page one), but was fixed.
Example,…
99 votes -
Function to have a real time physical inventory
Real-time physical inventory:
1. Ability to choose location and general call number range
2.Displayed by call number order including title, number of charges, number of browses and current item status (missing, work order, on loan)
3.Capacity to mark items with different categories (determined by institution): missing, need preservation, archival box, annex bound, etc.40 votes -
Narrow Withdraw Items job functionality to Physical Items sets
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.)
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)
35 votes -
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.
60 votes
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