Alma

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  1. Adding a field in the Excel Example of Creating Invoice from File.

    Adding a field in the Excel file under batch process that allows for inputting custom exchange rates. The reason for this is because the invoice creation date may not always be on the same day as payment, resulting in outdated rates.

    61 votes
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  2. Calculation of due date for recalled lending requests should be consistent with fulfillment loan recalls.

    When setting recall period on a fulfillment loan to "No recall due date", the original due date is kept, while renewal of the recalled loan is blocked.

    For some reason, a different logic is applied to lending requests. Setting "No recall due date" as the recall period policy for lending requests, results in the due date being set to the date of the recall. The result is unpredictability for the borrower.

    We propose that that these two very similar workflows are better alligned and that setting "no recall period" for recall should result in no change to the due date…

    175 votes
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  3. Related Digital Record Support

    For physical and electronic records there is a support for "related records" functionality / analytic cataloging (represented by 773 MARC field).

    We suggest to add this important functionally to digital records, so that the digital representation will be displayed in the View-It section of the related record as well as in the View-It of the main record (just as it is done for physical records by inheriting the inventory to the related record).

    27 votes
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  4. Allowing the ability to freely assign different jobs to different users.

    There are cases where we want the user to only be able to handle a specific task that is beyond their user role, but currently in order to do that we have to assign them with roles that allows them access to jobs we don’t want them to have access to.

    48 votes
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  5. Do not publish to Primo bibliographic record if all its representations are inactive

    If a record does not include any material that the end-user can display or access, then it should not be searchable in Primo.
    For physical inventory, there is an option to enable the suppressBibWithSuppressedHol setting which means that if all physical holdings in a bib record are suppressed, then the bib record will automatically be suppressed from discovery.
    This idea asks to add similar option to digital content (Alma-D): when enabling the suppressBibWithSuppressedRep setting, any bib record that all its digital representations are inactive, will be automatically suppressed from discovery.

    34 votes
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  6. Purchase Request Library management in User records

    A new multi-selection field, Purchase Request Library, was added to the User Details page with the June 2018 release. If one or more libraries are defined for a user, the user may create purchase requests only for the listed libraries. If no libraries are defined, the user may create a purchase request for any library.

    But managing Purchase Request Libraries in user records can only be done record per record; there is no possibility for batch processes.

    Currently, there is no option:
    - to add or remove a Purchase Request Library with the Update/Notify Users job;
    - to add or…

    108 votes
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  7. Digital itemized sets

    Currently it is impossible to create an itemized set of digital titles/representations/files as the option of Rep ID header is not recognized by the system.

    45 votes
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  8. Acquisitions workflow for born digital material

    The National Library of New Zealand (NLNZ) is ordering and receiving an increasing amount of born digital material, particularly through Legal Deposit. These publications are collected as individual monograph publications and serial issues, not as part of an aggregation or domain/website harvesting, for the purposes of long term access and preservation in our Heritage Collections. They are publications in their own right, not digitised version of print holdings. Alma’s Acquisitions workflows do not currently have any options to allow for steps that are specific to receiving born digital material.

    Our current workflow involves the creation of Vendor records and POLs…

    74 votes
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  9. Alma to support Hold Information in SIP2 checkin reponse

    We have a sort assistant (RFID equipment) that displays the next step/destination of an item on screen. It also generates a hold slip (with the hold patron name if there's a request for that item) or a transit slip (if it needs to be sent to another library).
    However the hold information is not provided in the SIP2 checkin response which means having to scan in the item again in Alma to get this information.

    Could the following SIP2 extension fields be added to resolve this issue:
    CY - Hold Patron Id
    DA - Hold Patron Name

    48 votes
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  10. Enable configuring VAT on the purchase order line level

    Institutions should be able to enable configuring VAT on the purchase order line level so that it can be taken into account for encumbrance calculation. Having the VAT only configured at the invoice stage creates incorrect Fund Balance reports where Encumbered Balance is always underestimated and Available Balance always overestimated. A distinction between Inclusive and Exclusive VAT in the POL would be necessary.

    14 votes
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  11. Short Term Loans - Courtesy and Overdue Notices

    The new short_loan_courtesy_reminder & short_loan_overdue_reminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

    In our test configuration we used the following time parameters:

    ​short_loan_courtesy_reminder - 105 minutes
    short_loan_overdue_reminder - 241 minutes

    However, this creates a situation whereby…

    226 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  12. Alma set from Alma Analytics - allow for creation of a Logical set

    Currently it's possible to create a set directly from Analytics, but the end result is an itemised set. This functionality is great for skipping a few steps in exporting a file from Analytics, but fails to take advantage of the dynamic nature of daily Analytics updates. To do that, we need the option to create a Logical set which is tied to an Analytics report.
    Use case: We have three Analytics reports for three Publishing Profiles for specific local License Terms, which are sent to an external Resource Sharing provider (RapidILL). We cannot create these sets in Alma due to…

    17 votes
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    0 comments  ·  Analytics  ·  Admin →
  13. Copy and paste multiple MARC fields into the metadata editor

    We would like to be able to copy multiple lines from MARC records and paste them into the metadata editor so that multiple MARC fields are pasted into the record in one action. This would help us enormously with our workflow of importing MARC authority records from LibrariesAustralia into Alma.

    For us, this is necessary because the LibrariesAustralia headings are not in the community zone and are unlikely to ever be included there and Alma does not allow for Z39.50 import of authority headings.

    We have this functionality of copying and pasting multiple fields in the LibrariesAustralia Cataloguing Client and…

    158 votes
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  14. Reopening closed POLs should re-encumber funds

    Currently re-opening a closed POL doesn’t re-encumber the funds. The workaround for this is to delete the fund, save the change, then add the fund back and save again.

    When we brought this up with Ex Libris they advised this can't be done automatically, but that they would instead add a popup message advising the funds will need to be manually re-encumbered. This was supposed to be added in December 2016 release but we noticed some time later that it didn't eventuate (SalesForce case #00436654).

    It would save a lot of time if re-opening a closed POL automatically re-encumbered the…

    16 votes
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  15. Fulfillment overdue popup/font color when item is returned.

    It would be nice to have an overdue alert for our fulfillment staff when they check in an item that is overdue. The alert could be either a pop-up or a change in font color such as red when overdues are checked in. Sometimes reserve materials are brought to the desk a few hours late and could be caught while the patron is still standing there. If could be configurable for libraries, that may not want this function.

    32 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  16. Preferred term correction - correct coding when flipping LCSH to LCGFT

    When a 655 field is coded for LCSH and matches a non-preferred term in LCGFT, Alma flips the heading to the preferred LCGFT term but does not update the coding (it should change the 2nd ind to 7 and add $2 lcgft).

    The problem is limited to cases where:

    A bib heading 655/_0 matches a non-preferred term in an LCGFT authority

    What happens is:

    The PTC job flips the heading to the LCGFT preferred form, but it does not change the 2nd-indicator from 0 to 7, and does not add $2lcgft

    What is not a problem:

    655/_0 headings that already…

    35 votes
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  17. Hold Shelf policy for RS items

    When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignore_lender_due_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

    This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time - for…

    223 votes
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  18. Make Manage Fulfillment Activities the same thing as Manage Patron Services

    I found this idea buried in a comments section and felt it deserved its own idea since my team keeps encountering the same problem.

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/11117682-payment-option-on-user-fines-fees-tab

    Iain Gray said: "After finding a user it would be useful if when clicking on Manage Fulfillment Activities you were presented with the same screen as though you had used the Manage Patron Services screen. Instead you do not see the option to pay Fines and Fees from here and have to re-enter users details again."

    I'll add that it would be great if Manage Patron Services and Manage Fulfillment Activities were the same page…

    48 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  19. Add checkboxes for the single positions at the invoice details in the invoice lines tab

    Add checkboxes for the single positions at the invoice details in the invoice lines tab.
    We create all of our invoices manually. Usually we don’t use the pro rata checkbox and four invoice lines for shipment, discount, overhead and insurance are created automatically.
    In most cases not all invoice lines are needed and we delete the redundant lines manually. Therefore it would be easier to have a checkbox for choosing these lines and to be able to delete all of them at once instead of choosing and confirming the deletion of each line separately.

    87 votes
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  20. Add Statistics Notes to Search Indexes

    Currently Statistics Notes in item records are not among the options of search indexes in Alma. Recommend adding them. Evidently they can only be searched in Analytics now.

    174 votes
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