Alma

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  1. Allow data from the POL notes to inform/be inherited by the portfolio notes.

    Our Acquisitions process currently allows for receiving e-book purchase option information (platform and use model) from a vendor via POL notes. We would like this information to be inherited by the e-inventory in the notes field of the portfolio. There is currently no way to get that information out of the POL, and it is needed in the porfolio to streamline workflows.

    12 votes
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    • Alma needs ti have the ability to identify bib, holdings, and item records created by individual staff operators.

      The MDE shows the operator of various versions of a bib record. When a bib record is imported via an import profile that creates inventory, however, the staff operator that ran the import is not identified as the creator of the bib, holding, and/or item record. We often did Access queries in Voyager to identify bibs, holdings, or item records created or modified by particular staff members or student assistants. I can see that we could do such a report from Alma on bib record operators of versions after the initial import and I can also see in the Item…

      8 votes
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        0 comments  ·  Analytics  ·  Admin →
      • Want to view more of a bibliographic record when editing without having to scroll

        There is currently quite a lot of unused space above and below a bibliographic record. It would be great if I could drag the bottom of the bibliographic record down further when I am editing so that I can view as much of the record as possible at once.

        9 votes
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        • Hyperlinking from the Request Queue/Hold Shelf to the Patron Record.

          When an item is returned in Alma, the screen displays the patron name, which is hyperlinked through to their patron record.

          I wondered whether this feature could be incorporated into the Active Hold Shelf and/or the Resource Request Monitoring list and/or the Request Queue as well. Currently these pages display the patron name, but the name is not hyperlinked to their record (see examples attached). It would be extremely useful to be able to go directly from the Request Queue to the patron record, or the Active Hold Shelf to the patron record in order to loan the requested item…

          35 votes
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            0 comments  ·  Fulfillment  ·  Admin →
          • Make more sort fields available in Physical Item Sort Routines

            Functionality wanted:
            Make more sort fields available in the Physical Item Sort Routines, to include all enumeration and chronology fields, as well as receiving date and material type. Retain sort routine selection in all areas of Alma, including when receiving.

            Use case: Currently the limited options available in the Physical Item Sort Routines do not allow for serial items with no volume or number to be displayed in correct chronological order. Instead they sort alphabetically by month. Serial items published daily do not sort in correct chronological order, because the chronology field J is not an option in the Physical…

            110 votes
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            • Configuring External Library names for display in Primo

              In Alma it is already possible to enter external location names for display in Primo. 
We request this option for library names, too. Currently, the configured library name is exposed to the user in the Primo Getit tab as well as to the staff in several places in the Alma user interface, f.ex. the „currently at“ pickup list and the persistent menu. We request the possibility to configure an internal name for display in Alma (for example in abreviated form) and and external name for display in the Primo Get it tab.

              46 votes
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                0 comments  ·  Fulfillment  ·  Admin →
              • Limiting the list of Lending and Borrowing requests to the current Owning library

                When we go to the list of Lending requests or Borrowing requests (either via the Tasks menu or directly under Fulfillment),
                we get requests for both our libraries/campuses. This is the case, even if we have already chosen one of the libraries as our «current location».
                When we choose one particular library as the current location it would be very helpful to get a list of request only for this library.
                As it is now, we need to scroll down at the bottom of the left-side menu to choose the current Owning library.
                Alternatively, if the above solution is not…

                36 votes
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                • Need ability to search 79X fields

                  We plan to implement use of the 790 field for local tracings (such as former owners) to be used for special collections materials, and have set up a separate search field in Primo. Now we see that we can't search that field at all in Alma, only Primo. Since Alma does index 59X fields as "local notes" and 69X fields as "local subjects" we propose that the 79X be indexed as well.

                  33 votes
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                  • Confirm button for adding manual charges and/or ability to edit/delete manual charges

                    It would be helpful to have a confirm button when adding manual charges, just as you do when waiving charges. Also, can we have the ability to edit or delete manual charges? We add charges for replacement costs for lost books, for example, and with no confirm button it can be too easy to mis-enter an amount, and as there is no functionality to edit or delete a charge you then have no option but to waive a charge and start again.

                    17 votes
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                      0 comments  ·  Fulfillment  ·  Admin →
                    • Title-level request and item-level request

                      Currently it is only possible to configure either item-level-requests OR title-level requests in Alma for Primo . We request the possibility to configure title-level-requests in the terms of use when specific parameters are met, for example when all items are located in a certain location.

                      46 votes
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                        0 comments  ·  Fulfillment  ·  Admin →
                      • Enable Individual Portfolios for Publish to PubMed Profile

                        There is not a way to set up individual profiles for the Publish to PubMed Profile for individual colleges that share one Alma instance. This functionality is important and should be enabeled. Without it, patrons using PubMed will not be aware which results are available in full-text through their college's databases. The expected outcome of this improvement is that it would provide a way in the Publish to PubMed profile manager to set up individual profiles per college, like there is in the Publish to Google Scholar Profile.

                        13 votes
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                        • Enable 'recall' option on individual work orders

                          At present work order types can be set to recall items or not.

                          It would be useful to have this as an option for individual work orders (much as 'do not pick from shelf' is an option).

                          This would make work orders more versatile and save having two work order types ('recall' and 'no recall') for essentially the same process.

                          10 votes
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                          • Differentiate Returns screen from Patron look-up screen

                            Our student workers at circulation keep on trying to scan student IDs in the returns box or item barcodes in the Patron services box.
                            I would like to make the highlight around the Returns box anyway a different, bright, distinguishable color. It would make it easy for a student to glance at the screen and think, "bright yellow, I'm on the returns window." See attachment for a preview of this option.
                            (I realize our students should just pay more attention to what they are doing, but they don't.)

                            9 votes
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                              0 comments  ·  Fulfillment  ·  Admin →
                            • Implement Just in Time (JIT) SAML provisioning

                              With Just-in-Time provisioning, you can use a SAML assertion to create users on the fly the first time they try to log in. This eliminates the need to create user accounts in advance from a SIS or FTP file download. Only an authenticated user would be created once validated through the login process. JIT provisioning is common in larger systems like SalesForce.

                              69 votes
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                              • Fulfillment Network - Institutional drop down menu for patron/item

                                Fulfillment Network - find patron/item from another institution: Currently in Alma, when selecting either an item or patron from another institution, the drop down menu is in a random order. There should be a way to change the sorting of that list (alphabetically for example). This menu can be found in the Manage Patron Services, Return Items, and Scan in Items.
                                This carries over to Primo for users placing requests. Both the institution and fulfillment network scopes. The pickup institutions should be listed alphabetically.

                                160 votes
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                                  3 comments  ·  Fulfillment  ·  Admin →
                                • Add members to set from results screen

                                  We would like an easier way of adding individual titles to itemized sets. It would be nice if, on the results screen after performing a search, you could click the ellipses menu for more options and see "Add to set" there, which would then direct you to select a set to which you'd like to add that record.

                                  6 votes
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                                  • Ability to dismiss notes/General message in rejected lending or borrowing request

                                    Ability to dismiss notes/General message in rejected lending/borrowing request.

                                    When we recieve notes/general messages on rejected lending or borrowing request the only option is to delete the note/ general messages. If we want to keep the requests history, deleting messages/notes is not good.

                                    16 votes
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                                      0 comments  ·  Fulfillment  ·  Admin →
                                    • Search bar

                                      Allow for the most recent and/or the most used search facets to display within the simple search bar. Within the search facets options for All titles (Title) Requires someone to scroll at length down the page. This functionality is available in other parts of the new UI within Alma where the most recent used entries display first.

                                      13 votes
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                                      • Patron Loan Limits should work like network level blocks

                                        For institutions using Resource Sharing or fulfillment networks, we recently gained the ability to use network level blocks, however most of our blocked patrons are blocked due to loan limits configuration (cash, overdue recalls, etc), not manual blocks.

                                        We would like the ability to include those blocks as network blocks as well, so that our patrons that visit other sites will have the same level of blocks as their home institution without us having to manually add a block.

                                        7 votes
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                                          1 comment  ·  Fulfillment  ·  Admin →
                                        • Description Templates -- Create reference table for months and seasons

                                          Hi,

                                          I'm wondering if it would be possible to create some sort of reference table for the months and seasons. This would be for use in the description templates. Then we could use MM, MON, and MONTH (for example), to indicate whether the two digit code in the particular Chron field should be displayed numerically, as the standard abbreviation, or spelled out.

                                          Having such a table would mean that for each type of pattern a single template could take the place of the 12 or 16 we have to create now.

                                          This would be much more efficient right off the…

                                          6 votes
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                                            0 comments  ·  Other  ·  Admin →
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