Alma

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  1. PO Line and invoice attachments: Upload/View/Edit/Delete - additional user roles needed

    It is possible to upload attachments to a PO Line or an invoice. These attachements can be viewed, edited and deleted as well.

    In case of using Alma as (the only) data storage for e.g. invoice PDFs, it is very important that attachments can be deleted only by specially privileged staff users. Deletion might be necessery e.g. because of erroneous uploads.

    Looking into the 'Roles Reports' shows that there is no 'Delete' option listed (so Edit means also Delete):

    # Purchasing Operator / Purchasing Manager
    - po_line_attachments.xml ... View Edit
    - po_attachments.xml ... Edit
    - invoice_attachments_tab.xml ... View
    - po_line_attachments.xml…

    69 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  2. Have the option to send emails to the user’s preferred address or send it to all of the user’s addresses on their account instead.

    Sometimes the “preferred addresses” imported from SIS is not the address users frequently uses, they could potentially miss important notifications and cause disputes.

    129 votes
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  3. Make configurable pop-up assistance in metadata editor

    Currently the po-up assistance in metadata editor for subfields 260$a$b$e$f, 264$a$b, 505$r$t and 561$a is hardcoded and it can not be deactivated. Activation/Deactivation should be configurable. We have many queries from our catalogers about that.

    58 votes
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  4. Prevent change of due-date when the item is under the recalled status.

    Or have an alert message of some kind when the due date is being changed.
    Because when the due date is changed, the recalled item reverts back to its initial status making it difficult to determine if there are requests placed on the item.

    122 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  5. RS Borrowing Requests – changing format before sending request

    We would like the ability to change the format of a request before sending it to a Partner – e.g. from book/book chapter to journal/journal article or vice versa.

    As our patrons don’t always know, or pay attention, to the actual source format, they often submit their requests with the wrong format, which our staff would like to fix before sending to Partners.

    30 votes
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  6. Incorporation of All Indigenous Syllabics from the Canadian Aboriginal Syllabics Unicode Block

    I have a case open with Ex Libris (# 00517082) regarding this. Not all Indigenous syllabics render in Alma, and thus, do not render in Primo either. As an important aspect of Canadian Libraries' commitments to Truth and Reconciliation, and as it is UN's International Year of Indigenous Languages, it would be excellent if Ex Libris could prioritize resolving this issue so that we can allow Indigenous users full discoverability of resources in their own languages.

    77 votes
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  7. Add a F3 functionality in the dropdown menu of the MDE

    In the Metadata Editor, F3 is used in order to look up to the authority headings from a specific bib heading. This is a crucial feature of the MDE, yet it is not available in the dropdown menus. As our librarians sometimes work with tablets, with no function keys, this lack is troublesome. Adding the look up functionality in the dropdown menus would be a welcome improvement of the MDE.

    49 votes
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  8. Implement auto holdings for Taylor and Francis

    Implement auto holdings (autoholding, auto load, autoload) for Taylor and Francis, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    89 votes
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  9. E-Collections: Read-only access to Alma for other institutions

    We wish to provide read-only access to our Alma instance to other institutions in our consortium and vice versa so that we can compare setup more efficiently. The permissions need to be quite restrictive and prohibit access to financial, patron data, etc. but allow us to view E-Collection, Service and Portfolio level screens.

    When comparing set-up of our e-collections we are spending a lot of time discussing via email and sharing screen shots, which is not as efficient as being able to go in with a view privilege and compare in real-time.

    67 votes
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  10. Implement auto holdings for IEEE

    Implement auto holdings (autoholding, auto load, autoload) for IEEE, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    68 votes
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  11. Booking, transit and preview time

    We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.

    The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).

    • The transit time between the AV-library and Kjeller is set to 48 hours.
    • The preview time on the equipment booking is set to one hour.

    Use case:
    When scanning an item due for pick-up at Kjeller within the next 48…

    95 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  12. Collaborative Collections Retention Item Designators

    Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to commit to hold specific items. Currently, there is no way to mark this in records unless in free text notes, and no system checks in place for items to prevent accidental weeding of items that libraries have committed to retain. This idea outlines system functionality to ensure that libraries can safely manage committed collections.

    • Two new fields in Alma Items: a Committed to Retain check box and a Retention note free text field (minimum of 200 characters)

    •…

    120 votes
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  13. Advanced search option for Users search

    Create an advanced search for Users search, just like for physical titles / items. In this search, make it possible to search (for instance) users with specific roles or job categories, identifiers starting with specific prefixes, users with different kinds of blocks, users with outstanding loans or requests, etc, and the possibility to combine these.

    29 votes
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  14. Add a drool normalization process option, to Publish to Primo job

    This will enable libraries to export to Primo their activated CZ bibliographic records, under the same conditions applied on their local bibliographic records.

    53 votes
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  15. Notify when a title (esp. electronic portfolio) chosen in a Leganto reading list is deleted in Alma

    Especially when dealing with electronic titles, for example when importing them, Alma may delete some portfolios.
    However, researchers may have previously selected these portfolios for their Leganto reading list. But nobody would notice that, until the students find a broken link in Leganto.

    To avoid that right now we perform a manual check, relying on an Analysis looking for Electronic Titles selected for reading lists before running the import, and comparing that with the list of deleted portfolio we have when the import is finished. It's however time consuming.

    It would be much better to get a notification when the…

    77 votes
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    3 comments  ·  Other  ·  Admin →
  16. A borrowing library should be notified when a lending request is put on a waiting list

    Scenario:
    A library receives a resource sharing request (lending request), and the borrowing library asks to be put on waiting list if the wanted item is on loan. When the request is put on waiting list, the borrowing library should be automatically notified. This could for intance be by change of status on the Borrowing request to "In queue".

    268 votes
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  17. Refine search and Search external resources function

    When using the "Search external resources" function under profiles including several external catalogs, we can only use refine search link on the first tab.

    It would be great if the refine search link was on all tabs rather than on the fisrt tab only.

    71 votes
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  18. Prevent 9xx local fields from being saved to Community Zone (CZ) records

    There is a known issue of some sites not adhering to the Community Zone (CZ) Contribution Guidelines and Community Catalog Standards.
    An example of this is the addition of local 9xx fields to CZ records.
    Ex Libris already uses a normalization routine to validate CZ records which are changed by customers.
    However, this routine does not specifically prevent the addition of local 9xx fields, even though the guidelines are clear that only changes which benefit the broader community should be made.

    Use case:
    This has been a longstanding issue, but has been fixable in the Primo Back Office to an…

    33 votes
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  19. Virtual Browse display problem.

    In PrimoVE, we found virtual browse can't display fully list, it will cut pre-book and last book.
    Can it be possible to be customized in Alma?

    33 votes
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    0 comments  ·  Other  ·  Admin →
  20. Make physical item sort routines stick

    For those of us working with continuing resources:

    When viewing a list of physical items, the sort routine defaults to Library/Location. The items do not appear in any particular order when the results are loaded. Often I change the sort routine to Description or Receiving Date to view the most recent serial items and order them chronologically for viewing.

    It would be nice if the sort routine "sticks" so that every time I open a list of items, the sort mechanism will stay on Description (not default back to Library/Location)

    This would be especially helpful when managing items in the…

    103 votes
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