Alma

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  1. Update exchange rates more often

    The exchange rates for foreign currency invoices are not updated very often. I understand that the Alma network team manually update them weekly or less often. It would be better for consistent financial reporting if the exchange rates were linked to an international standard or at least give libraries the ability to update the exchange rates manually every day themselves. The out-of-date exchange rates are causing massive reconciliation headaches with the Finance department as we try to work out how many thousands of dollars are out of synch. Alma Analytics is only as good as the data it collates and…

    3 votes
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      1 comment  ·  Acquisitions  ·  Admin →
    • Make barcodes display on first reference in a title with fewer clicks.

      Barcodes are used by staff to ensure we pick correct title. Please make it easier to find these without multiple clicks. Display full barcode, not part of it that you have to click or hover over to get. We use these for so many things. They should be easier to find in Alma with a minimal of clicks!

      2 votes
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        0 comments  ·  Fulfillment  ·  Admin →
      • Direct to source Test Access button

        When you click on the "test access" button or link in drop down menu Alma takes you directly to the e-book/e-journal rather than going splash screen of portfolio resources that directly link to the e-book/e-journal

        or

        Add a button or link that directly goes out to the e-book/e-journal/database on the web skipping the splash window (see attached screen shot. Opening in a new browser windows without taking you away from the Alma browser window you are working on

        13 votes
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        • Only send Ful Item Change Due Date Letter for changes to due date

          We've run into a real problem with recalls. We can set some items to be recallable, and others to not be recallable. However, both categories get their status changed to "Recalled." Non-recallable items simply don't get a change to their due date. Despite this, patrons who have checked out non-recallable items still get the Change Due Date letter, with a notice that tells them their due date has not actually changed. This letter currently is triggered by recalls with due date changes, recalls without due date changes, other due date changes, or recall cancellations. We think this is too much…

          9 votes
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            2 comments  ·  Fulfillment  ·  Admin →
          • Move list of "loans of this session" up higher.

            When checking books out, it helps to be able to see the title pop up. Depending on the monitor, the list sometimes doesn't show up at all because it's too far down. We need to be able to see each title pop up so we can verify that we are actually checking the item out.

            13 votes
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              0 comments  ·  Fulfillment  ·  Admin →
            • Item checked out to another patron

              When you check out an item to another patron, and you get the message that the item is already checked out to someone else, do you want to override?, make it so that when you select override, the item is removed from the user's record, and any fines waived. Now, the way it's set up, you have to stop what you're doing, and either backdate-checkin the item or check in the item and waive fines, and THEN complete the transaction with your current user. This is a huge waste of time. The item was almost always returned on time, and…

              1 vote
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                0 comments  ·  Fulfillment  ·  Admin →
              • Allow Perl or Python plugins for normalization rules

                The Drools framework in place for normalization rules is very limited compared to real programming script languages like Perl or Python. Live would be way easier, much more efficient and some things impossible with Drools would be possible with Perl (like in SFX parsers) or Python for those who can use these languages.

                5 votes
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                • Make it possible to create a custom search box that will search only one library in Alma and keep the filter in subsequent searches

                  We need the ability to limit our elementary school students to search the elementary library only so that they cannot access college level resources in their searches.

                  3 votes
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                    0 comments  ·  Other  ·  Admin →
                  • For publication year search option, replace symbols ">" ">=" "<" "<=" with the wording-- or add behind the symbols.

                    The publication year search option drop-down list includes "Equals," "In," "Not Equals," and "Not In"-- and the SYMBOLS for less than, more than, etc. Replacing the symbols with the wording would add consistency (as well as clarity for those of us who haven't had a math class for, ahem, several decades). For example, replacing ">" with "Greater Than" and replacing ">=" with "Greater Than or Equal To."

                    Alternatively, add the wording behind the symbols when only the symbol is listed, and add the symbols when there is only the wording.

                    1 vote
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                      0 comments  ·  Other  ·  Admin →
                    • Add the "Public note" of the item to the PNX record

                      The content of the item field "Public note" will not be published to Primo. We want to index the public note in Primo but the field is not transferred to the PNX record.

                      1 vote
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                        0 comments  ·  Other  ·  Admin →
                      • Manual orders for physical items: selecting more than 20 POLs for a manual PO

                        1. first scenario:
                        a. you enter a number of POLs bigger than 20 (same library and same supplier),
                        b. then you want to make a single manual PO of them;
                        c. from the “acquisition” menu, you choose “package” (in order to make a PO),
                        d. the whole POLs list is visualized, and that list occupies more than one page (one page contains up to 20 POLs):
                         you have no way to select all of them (not even with “select all”): any selection is valid only for the active page, and gets lost when you change page;
                         you have…

                        3 votes
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                        • manual orders: adding the possibility of selecting/deselecting the POLs for an invoice

                          a. an invoice arrives:
                          b. as very often is the case, it is referred to only a few POLs of a big PO (a PO containing a lot of POLs)
                          c. we use the function “create invoice” with parameter "invoice from PO";
                          d. all the POLs are automatically assigned to the invoice, then you have to choose the relevant ones, and that’s OK.
                           In order to choose POLs, it should be necessary to have the possibility of selecting/deselecting the POLs with a check: now it is not possible, and you have to cancel the POLs one by one: this…

                          3 votes
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                          • Metadata editor Browse Shelf List forward/back buttons should be bigger or easier to distinguish.

                            The browse shelf list / call number browse feature is very difficult to use for actual browsing because the forward and next buttons are minuscule. They are not actually buttons, just the less than or greater than sign without borders. I frequently hit the wrong part and end up going back when I wanted to go forward. It's a really small target that calls for high-precision mousing.

                            Requested improvements:
                            1) Allow keyboard shortcuts for navigating to previous and next sections of the browse list.
                            2) Create borders/margins around those buttons.
                            3) Add mouse-over text showing previous/next so that if you…

                            3 votes
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                            • Simplify updating calendar

                              Currently, when adding a time to the calendar, users must click both "Apply Changes" and Save. This causes a lot of wasted staff time when they can't figure out why the changes they made were not applied. In the interest of efficiency, please make it so that users only click Apply Changes or Save, but not both.

                              8 votes
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                                0 comments  ·  Fulfillment  ·  Admin →
                              • Add option to remove deleted License records in Alma

                                Please consider to add another option 'remove' above the 'delete'
                                option for License records.

                                Reference to Case number 00451834.

                                Thank you for your good consideration.

                                29 votes
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                                • Configurable item lists

                                  In the several item lists we need to display several columns. In the item list "Item - in department" we need for instance columns for the item fields.

                                  In the different lists something else should be displayed.
                                  There for the different work steps different displays are needed.

                                  It would be best to configure which columns per list we would like to see. Thereby we need more fields from the Physical Item Editor (or for other editors) that we can configure for display in the list.

                                  1 vote
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                                    0 comments  ·  Other  ·  Admin →
                                  • Put oclc number as the first oclc number in the Network number in analytic reports

                                    When a bib record has 035 and 775 which has an OCLC number, in an analytic report, the 775 number is the first OCLC number in the Network number column. But if a record only has 035 subfield a and z, then the OCLC number for the resource is the first OCLC number in the Network number column.

                                    When we are doing an analytic report retrieving the OCLC number, we are only interested in the OCLC number of the resource, not its the OCLC number of its other edition (755). This confusing order of resource OCLC number makes this Network…

                                    3 votes
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                                      0 comments  ·  Analytics  ·  Admin →
                                    • Activate recalls by user group

                                      Allow libraries to modify recall rules based on each user group.

                                      Currently recalls can be turned on or all for all user groups only. It would be beneficial for many libraries, especially academic, to be able to modify recall rules by user group. As an academic institution, we would like the ability to allow certain patron groups to recall books, but block recalls by our visitor and community patrons, or patrons at other institutions. This would help prevent situations where a student working on a project or thesis from having their books recalled by a visitor patron who would like…

                                      19 votes
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                                        0 comments  ·  Fulfillment  ·  Admin →
                                      • bursar integration - option to export fine/fee credits even if minimum value > 0

                                        Currently in order for fine/fee credits to be exported in the bursar integration, the minimum value must be set to zero, which means Alma will export fines of any amount even if they are very small.
                                        We would like to be able to set a minimum value for the fine export, but still export credits. Ideally we'd like a checkbox to tell Alma to apply the minimum value amount to credits as well as to debits. For example if we set the minimum value to $5 and check a box to include credits, Alma would export any fines over $5,…

                                        16 votes
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                                        • Model the Course/Reading List association as a many-to-many relationship

                                          We need to be able to affiliate the same reading list with multiple course objects in Alma. Currently, reading lists can only be assigned to a single Alma Course object at a given time. At our university with a complex course timetable structure we need to be able to accommodate complex relationships between cross-listed and "meets with" courses. For these courses, we must accommodate a single course that is offered by multiple departments or at multiple course numbers (e.g., undergraduate and graduate versions of the same course "meet with" each other by sharing a lecture).

                                          For example, our Computer Sciences…

                                          22 votes
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                                            1 comment  ·  Other  ·  Admin →
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