Alma

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  1. New role for Manage Import Profiles

    Currently users must have a Cat Admin role or Gen Sys Admin role to be able to Manage Import Profiles (change/add profiles). This also gives them access to the Configuration area of Alma. There should be a role to permit users to Manage Import Profiles that does NOT also give them access to the Alma configuration area. Access to the Alma configuration menu should be separate from the ability to Manage Import Profiles.

    124 votes
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  2. In Process Items_Move items in batches to the next work order

    In the page of “Manage In Process Items”, we would propose
    1) Adjust the number of each page so that more items can display on the page. That would be the maximum the staff can tick “Done” at one time.

    2) Given above, ideally we'd want to move a pack of items by jobs to the next work order.

    3) Sort out “Barcode”

    202 votes
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  3. Ability to edit "subscription from date", "subscription to date", and "additional information" fields on closed invoices

    For some institutions, this data did not migrate, and for others, there are invoice operator errors that need to be fixed. This is vital to subscription management. We need this.

    187 votes
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  4. Enable desk operators to select from a predetermined list of loan periods.

    We would like desk operators to have the option of selecting from a list of predetermined check out periods for items in certain collections.

    Boston College Libraries currently provide approximately 80 laptops to community members, which can be borrowed for a fixed loan period. For many patrons this static loan period is either too short or too long, adding some loan period choices would enable us to easily meet the needs of more patrons.
    Currently in Alma, offering a variety of loan periods would require the creation of additional locations and terms of use. Doing so would enable us to…

    165 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  5. Increase the 10MB email attachment limit for digitization requests

    Currently the limit for email attachments when filling digitization requests is 10MB. We would like institutions to be able to choose their own limit that suits their own institutional email policies (e.g. Otago's attachment limit on their email server is 30MB). Other institutions may wish to have a lower limit so it should be possible to set a limit that is appropriate up to a maximum value that can be supported by the Alma email infrastructure. Our staff frequently bump into the 10MB limit which leads to them cancelling digitization requests in Alma and then manually emailing the attachment to…

    499 votes
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    under review  ·  2 comments  ·  Fulfillment  ·  Admin →
  6. Short Loan Reminder - overdue notice doesn't display due time

    The Short Loan Reminder uses the Full Overdue and Lost Loan Notification letter for the overdue reminder (sent x minutes after due time). This letter does not display the due time of loans however, and is not configurable.

    85 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  7. Request an item belonging to a bibliographic record for which an item is already on loan to the requesting patron

    Hi,
    We have dedicated librarians working on digitizations, and sometimes the item they have on loan and like to scan is not suitable for the digitzation process (notes, underlining etc).
    They would then like to request another item. This request will be rejected in Alma due to policy. An item can not be requested when you already have a an item from the same bib record on loan. They would, of course, like to keep the original item on loan until they have checked if other items are more suitable.

    You are able to request if the items have different…

    122 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  8. Automate Work Order creation based on item location.

    Boston College would like to be able to configure Alma so that work orders are auto-created for materials in a designated location when they are placed on loan.

    Here is the desired workflow:

    1. Item is loaned.
    2. At the same time, Alma automatically places a work order on the item.
    3. When the item is returned to the managing circulation desk the work order is triggered and the item is routed to the correct work order department for processing.

    The purpose of this request is to improve the management of the laptops that Boston College Libraries loan to patrons,…

    129 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  9. Ability to store & track VPAT® documents

    As part of the procurement or licensing process, many libraries may request that a vendor provide a VPAT® (Voluntary Product Accessibility Template) in order to indicate their compliance with Section 508 of the US Rehabilitation Act. It would be desirable if functionality could be developed somewhere in Alma that would allow libraries to track & report whether/when a VPAT was requested and received, which VPAT version was used, and local notes related to accessibility testing.

    63 votes
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  10. Alma bookings - concurrent bookings issue

    Our institution wants to introduce bookings in Alma for our High Demand loans, which are 3 hours.

    The main issue we’ve found is concurrent bookings, see scenarios below, with a 5 minute exclusion set up:

    • A books item for 11:40-12:40 - however doesn’t borrow the item within the 5 minute exclusion

    • B books item at 11:46, for 11:50-12.50

    • A checks out item at 11:53, despite booking for B at 11:50

    What is needed is some mechanism for bookings to expire automatically once the exclusion period is reached.

    82 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  11. Make Alma link resolver compatible with EndNote's "Find Full Text" feature

    EndNote offers a "Find Full Text" feature that allows users to locate full text for citations saved to their library. The feature can be configured to work with your institution's link resolver. However, according to EndNote customer support, the Alma link resolver is not currently compatible with this feature. This enhancement would allow Alma customers to locate full text for EndNote citations via openURL.

    165 votes
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  12. Improve usability of 'Automatically Print Slip' in Resource Sharing

    When receiving Resource Sharing Borrowing items, the 'Automatically Print Slip' option is only remembered for the current session, which leaves this vital function open to error.

    This could be improved in one of the following ways (in order of preference):

    Option 1: Provide a configuration option in one of the code tables to set the default (this would also be desireable for all similar functions elsewhere, such as in RS Lending).

    Option 2: Make the last selected option persist across sessions so our staff can set it once and not have to remember to set it every time.

    Option 3:…

    199 votes
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  13. Enhance Convert to Resource Sharing function on Pick From Shelf List

    When you don't find a requested item at your institution, it is great to be able to 'convert it to a resource sharing request' -- however that function should mark the item missing from our institution. Since pick from shelf does NOT display barcode and once we select the item to be converted to resource sharing request, it disappears from the pick from shelf list, so it is very difficult and time consuming to find the item and toggle it to missing. Also, the resource sharing request might be canceled because the item at our institution shows up as 'item…

    64 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  14. Alma User Role for Editing/Deleting only Quick-Cataloged Records

    Scenario:
    Library staff frequently need to create records for resources using the Quick Cataloging feature. Often, those records need to be edited after creation, due to mismatching resource types, updated information, operator input errors, etc. Most of the staff using the Quick Cataloging feature are not trained as catalogers, and do not have cataloging roles in Alma.

    Problem:
    Quick-Cataloged records are not editable by staff without cataloging roles in Alma - who are frequently the creators/managers of these records. This has led to several different workarounds at various institutions:

    Some institutions have given their non-cataloging staff full cataloging permissions to…

    60 votes
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  15. Multiple Quick-Cataloging Templates

    Scenario:
    There are multiple workflows and purposes for which the Quick Cataloging interface is used. For example, in course reserves, staff frequently need to create records for different resource formats beyond book and article. Staff at the circulation desks need to create records any time an item brought to the desk is not found in Alma, and these resources can take any form - from sound recordings on CD to equipment like laptop chargers.

    Problem:
    Not all of these materials fit the current “book” and “article” templates provided for Quick Cataloging. To enable efficient use of the Quick Cataloging feature,…

    58 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  16. Invalid email address list or failed to be sent notifications

    We would like Alma to indicate somewhere (in a report, in the user account or else) if an email was not delivered to a patron or a vendor due to an invalid address. This would help to locate them faster and correct this data.
    Otherwise, we would like to have a list by Alma institution of users / vendor accounts with invalid email addresses.

    Thank you!

    112 votes
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    1 comment  ·  Other  ·  Admin →
  17. Ex Libris should provide the option to place a call and/or online chat with their support team

    We are disappointed with the technical support service provided by Ex Libris. We strongly believe that Ex Libris should provide customers with more effective, prompt and interactive service.

    There should be an option to call or chat online in real time with a support person who has a sound understanding of the product in question. This would be in line with all system vendors we have previously dealt with.

    We appreciate that there will be some issues that are designated as bugs or enhancements and will require more in depth investigation. However, a direct call/chat option with a properly trained…

    679 votes
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    18 comments  ·  Other  ·  Admin →
  18. Fines in Grace Period should let users decide to calculate or not.

    According to the policy that our institution laid down, Fines in Grace Period shouldn't be calculated.

    If overdue fines count $5 a day and grace period value is 3, then patron returned an item in 4th day after due date, the patron should pay only $5.

    But in Alma, we cannot set grace period that won't calculate fines. Hope to add this function to let users decide grace period fines calculate or not and make alma more flexible.

    405 votes
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    12 comments  ·  Other  ·  Admin →
  19. Ability to find bib records with attached PO lines but no inventory

    Problem:
    It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.

    Use Case:
    The ability to find bibs with only PO lines attached is necessary in order to keep the database…

    119 votes
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  20. Network Zone suppress dedup/frbr should have a library/location tree

    The Network Zone should have the ability to suppres dedup/frbr at the library>location which exists when suppressing dedup/frbr for IZ only bib records from displaying in Primo VE.

    IZ only bib records suppress dedup/frbr allows a library to suppress on the permanent physical location in a library. New records added to the location automatically suppress dedup/frbr in Primo VE once this has been configured.

    For NZ linked records using the Network Zone, suppressing dedup/frbr for an library/location in the network means multiple steps and constant updating are required from an institution and Network Zone. A local extension needs to be…

    49 votes
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    0 comments  ·  Other  ·  Admin →
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