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3187 results found

  1. Allow for Gift Acknowledgement Letters

    The Legal Deposit method of acquisition allows for letters of acknowledgment to be sent to the vendor by automatic email from Alma after the item is received on Alma.

    This functionality is lacking for the 'Gift' method of acquisition. As standard we like to send an acknowledgement to all of our donors and it would be ideal if Alma could automate this process as it does for Legal Deposit acknowledgements. The functionality to send an 'order' letter for a gift is there - but not for acknowledgement of receipt, which is actually the wrong way around for our requirements.

    4 votes
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  2. Ideas Exchange export option

    It would be nice if we could export all the ideas from Ideas Exchange into Excel or by csv file so they can be reviewed more easy than page by page to see if an idea is already there (albeit worded differently) before voting. Since we can export our personal data from settings there is obviously some export functionality on Ideas exchange- can we have a bit more?

    4 votes
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    0 comments  ·  Other  ·  Admin →
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  3. Display Requester when "activate next" on expired hold shelf

    On the Expired Hold Shelf - Activate Next the expired requester name is displayed, however when you "activate next" Alma processes the request but doesn’t display who it is for.

    It would be really usefull for Alma to display the Next Requester information at this point.

    Currently you need to track down the item in Active Hold Shelf to find the next requester.

    4 votes
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  4. Add option to use hyperlink in license terms

    Add functionality to license terms displayed in Primo under "Show License" to include a hyperlink, or clickable link. It would be helpful to be able to include a URL in the list of license terms, that patrons are able to click. Our institution uses an external tool to help determine terms of use and would like to direct patrons to the tool using a link in the License Terms.

    4 votes
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  5. Add Primary Identifier or Item Barcode to patron-delivered letters

    Patrons receive many letters from us (summaries of their loans, fines, check out, check in, etc.) When someone wants me to do something about their account, they just write me back saying "fix this". So, I need to look up their account. But unfortunately, it can be difficult to figure out who the patron is. Either there are multiple people with the name listed or someone has their name changed in a way that isn't reflected in the letter.
    If you could add their primary identifier within all their letters, that would save me a couple of steps. And it…

    4 votes
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  6. Apply Reporting Code from Encumbrance to Disencumbrance

    In a disencumbrance transaction, Alma does not apply the reporting code assigned to an encumbrance to the disencumbrance. Because we use the reporting codes as a part of funds allocation, this practice causes the disencumbrance to be ignored thus overreporting the encumbrance for the reporting code. Please apply the reporting code of the encumbrance being disencumbered to the transaction of the disencumbrance.

    4 votes
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  7. Provide ability to create templates for reserve materials

    1. Our Fulfillment staff are unable to use locally created templates to create records for materials on course reserve. We do not want to give them cataloger roles.
    2. They have the following options-- print book, e-book, print article, e-article. This is limiting and we place other types of resources on reserve, including streaming audio and video.
    4 votes
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  8. 4 votes
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    1 comment  ·  Other  ·  Admin →
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  9. Selecting records to print from search results

    It would be very useful to be able to print select records from Alma search results by checking off records to print. Printing off records is a necessary part of maintaining tangible collections. One can often find superseded SuDoc publications while searching the IZ by SuDoc stem when adding new SuDoc publications. I would like to print records rather than writing down call numbers and OCLC numbers of items to withdraw. An individual printed record would make it easier to find and withdraw superseded or unwanted materials.

    As it is now, one has to create an itemized set from the…

    4 votes
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  10. Have users actual work address (building and room number) appear on the screen

    We do not use a "hold shelf" in our library. When a user is next in line on a returned item, it would be useful to have their location information (building and room number) appear on the screen when we check the item in. All we see is "Work Address". It would be helpful if their actual work address appeared on the screen. Now we have to navigate to Contact Information for the patron. Thank you.

    4 votes
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  11. Exporting from analytics

    When I run the current loans analytic, I have to scroll down through 500 records to reach the Export button. Please could it be at the top as well?

    4 votes
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    1 comment  ·  Analytics  ·  Admin →
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  12. Filter Pick From Shelf List, Active Hold Shelf, and Expired Hold Shelf by Patron Physical Item Request or Ship Physically

    Currently, the Pick From Shelf list, Active Hold Shelf, and Expired Hold Shelf don't allow the items displayed in the list to be filtered. If Resource Sharing requests ("ship physically") and Patron Physical Item Requests must be combined, it would be much more useful to be able to filter out one or the other. It makes it difficult for Circulation staff to monitor the pick list and active and expired holds when we can't filter out the Resource Sharing requests that we don't work with, and the same holds for our Resource Sharing staff.

    4 votes
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  13. return all loans

    Just like the way there is receive all PO lines i would be very helpful to have return all loans function as well this will save lots of time.

    4 votes
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  14. Add a shortcut for the copyright character in the metadata editor.

    Add a shortcut for the copyright character in the metadata editor.

    4 votes
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  15. Separate courtesy notice before max loan period reached

    Users as well as staff find it difficult to keep track of the max loan period, especially with auto-renewals the expectation is that the loan period gets renewed all the time, and it catches people by surprise that the max period has been reached. A separate message warning them of the max loan period approaching, with its own configurable number of days before due date it will be sent, would give users time to arrange for either return of items or bringing them in for renewal.

    4 votes
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  16. Add Location facet to Active Hold Shelf and Expired Hold Shelf screens

    We would like to filter the items listed on the Active Hold Shelf and Expired Hold Shelf screens to show either patron physical item requests or inter-library loans, but that isn't possible at the moment. We use Location to tell the difference between our items and those borrowed from other institutions.

    On the Active Hold Shelf screen, there are no facets at all currently. We would like a Location facet to be added please so that staff who are auditing our requests shelves or inter-library loans shelves would be able to view only the relevant items.

    On the Expired Hold…

    4 votes
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  17. Provide option to automatically select a record when using the bulk portfolio uploader in cases of multiple matches

    The bulk portfolio uploader won't add a portfolio/record if there are multiple matches to an identifier in the CZ. For example, if the uploader file has a journal ISSN that matches two records in the CZ--the job will result in a no action error showing the record numbers of the candidates. We would like to have the option of instructing the system on how to handle the overall file: to make an arbitrary record selection for us when applicable or keep with the default option of reviewing multiple matches manually. Thanks for your consideration.

    4 votes
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  18. Thumbnail selection job for collection lobby

    Alma can create a thumbnail for digital files but it can't do it for collections. It is not efficient to select or upload each thumbnail manually for many collections. It would be helpful if there is a job that Alma selects the first or any random image from the files in the collections and show it as the thumbnail of the collection on Primo.

    4 votes
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  19. Have option to set Expiration and Purge Date to "Current Date"

    It would be useful to have a button that says "Today" or "Current Date" when changing either the Expiration date or the Purge date. We often have to update records for staff and faculty who terminate and having that button would save a lot of time.

    4 votes
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  20. Allow extra xsl files

    Currently ALMA does not let you add extra call template files. You are stuck with the default ones
    ../xsl/letters/calltemplate/style.xsl
    ../xsl/letters/call
    template/smsRecordTitle.xsl
    ../xsl/letters/calltemplate/senderReceiver.xsl
    ../xsl/letters/call
    template/recordTitle.xsl
    ../xsl/letters/calltemplate/mailReason.xsl
    ../xsl/letters/call
    template/header.xsl
    ../xsl/letters/calltemplate/footer.xsl
    ../xsl/letters/call
    template/esploroStyle.xsl
    ../xsl/letters/call_template/esploroSenderReceiver.xsl

    This is okay, if every letter xsl you write is different, but it becomes annoying of a few of them share some functionality.
    Then you are stuck either repeating this functionality in both the xsl letters or writing the xsl to include some external template

    Allowing users to define extra call templates just for inclusing in letter xsl's would fix this

    4 votes
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