Alma
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1695 results found
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User ID Generation functionality also on the User Details page
Libraries can configure the automatically generated user identifiers for new patrons that are added when an operator adds a patron on the Patron Identification page. We would like that the user Primary identifier can also be generated when users are added or edited on the User Details page: Existing users (external or internal) could have their Primary identifier updated (refreshed) in a more easy and effective way by circulation desk operators.
87 votes -
For general electronic services links at the item level, allow the item id to be used in the URL
When a General Electronic Service is added as an item-level service, the URL template may be configured to make use of the a bunch of Holdings and item-level information, for exampe, the barcode. But the item id is not included as a possibility. Please add this as an option.
21 votes -
Electronic Resource Activation Task List: do not revert to "Assigned to Me" tab after deleting a task
When you're working in the "Unassigned" tab of the Electronic Resource Activation Task List, it always reverts to the "Assigned to Me" tab after you delete a task. I want it to stay in the "Unassigned" tab.
21 votes -
Add the ability to upload EDI files from FTP sites manually
Currently, Alma will only allow you to manually upload an EDI invoice file from a local folder. If you map an FTP site shortcut to your desktop and attempt to manually upload the EDI invoice file from that location, it will say there is an error. I have confimed that Alma does not currently support manual EDI invoice file uploading from ftp sites, only when you configure it to run automatically.
Import profiles support both processes, so it seems like this area of Alma should support both manual and automatic uploads from FTP sites as well.
15 votes -
Add a lock feature to prevent selected items from being withdrawn when running a job
I envisage this as a simple checkbox within an item's record which prevents that item from being accidentally withdrawn. (A parallel exists in many photo editing software packages.)
I also envisage this as being a property which could be engaged or disengaged on a set of items via a job.
When running a withdrawal job, any such "locked" items which were not withdrawn should be listed individually in the job report so that the user can determine whether this was correct (in case an item has been accidentally locked by a user, for example).
A use case is as follows:
…
24 votes -
Flag items requested by another user in Patron Services screen
Our desk staff would like to be able to see at a glance which of the items a user has on loan has been requested.
We often have a scenario where a user presents at the desk with a blocked account. We can tell that one or more of the books they have on loan must have been requested, but need to 'View queue' for each of them to find out which ones have a request placed on them.It would be useful to be able to see this information at a glance.
Perhaps a column in the loan list in…59 votes -
Enable bulk updating of items from spreadsheet based on barcode
It would be very useful to be able to bulk edit item records from an uploaded spreadsheet of physical items in much the same way that portfolios can be updated via uploading a spreadsheet.
I'm particularly interested in being able to bulk change data in the Enum/Chron fields in serials. I imagine this might have to be coupled with a regenerate job.
145 votes -
Add Access type in the portfolio information update job
Since Ex Libris has added Access type for individual portfolio, there has to be a job to run to add access type to the portfolios in a collection. Currently, either we have to specify it in each portfolio manually, or we load a spreadsheet matching on portfolio ID. Unfortunately, as of today 1/23/2019, when loading a spreadsheet without the local coverage, e.g. only the access type, the local coverage is overwritten.
20 votes -
Keep suppressed records without items that have received more than one purchase request
We have detected this case that we consider is an incorrect behavior of Alma.
When a purchase request is generated, a non-visible bibliographic record is created. The problem is that if a second purchase request for the same document is generated, Alma automatically makes the bibliographic record visible, even though we still do not have copies of it. Therefore this record appears visible in Polibuscador but without funds.
We request that the bibliographic record should only be visible when the issue or copies are available to the user, meanwhile, even if more than one purchase request has been made, it…
38 votes -
Fiscal Period Rollover - Move Cash Balance forward to new period
The latest release of Alma added functionality to the Fiscal period rollover that offers an option to Allocate new funds based on the Cash Balance of the same fund in the closing Fiscal period. We’ve been testing this out and it seems while the cash balance is indeed allocated to the new period, it is also left on the old period!
This means the same money is being reported and allocated twice on Alma, which leaves great scope for confusion and I believe is contrary to good accounting practice.
I believe this enhancement needs a further tweak, to allocate the…
72 votes -
Adding a Parameter to Partner Record
We would like to add the parameter Library Type to the Partners e.g. CL=College Library, UL=University Library, HL=Hospital Library etc..
24 votes -
Allow the system to change formats for example Physical One time to Electronic One-time and vice versa.
At the moment when you have created an order for a physical book, but then want to accept the e-book instead, the system does not allow you to change the format as it expects you to follow the workflow of the format you ordered in the first place.
14 votes -
Bulk Work Order Functions
A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.
This would also allow you to remove work orders in bulk.
This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.
This function would, of course, need to inform the user…
30 votes -
KBART export from Alma to include title level URL
As we from time to time need to interface with software and services outside the ExLibris suite, it would be great if the KBART Schema for export would include a proper title level URL as specified in the KBART Recommended Practice:
"[Title level URL] Indicate the URL of the title’s homepage.
For journals, this page should be a listing of the available volumes and issues. "38 votes -
“In Review” requests sorted by creation date
In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.
It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
Another possibility would be that the librarian could select the type of ordering of the requests.19 votes -
Allow Bulk Fine Waiving via a set of Fine Fee IDs
By state law we are not supposed to carry fines over 5 years old in our system. Currently dates do not enter into the Bulk Fine Waiving process in Alma. I need to waive fines that are older than a particular date.
I can generate a list of Fine Fee IDs matching my criteria to waive. I need to be able to bulk waive fines in a particular set of Fine Fee IDs. I have over 7000 needing to be waived already!
Thanks for your consideration.
48 votes -
Create a Separate Search Index for Specific OCLC Number
Currently, the OCLC Number for a record is indexed in the search index "Other System Number." This is not ideal, since the Other System Number indexes other numbers related to vendor record, CONSER, related item, etc.
We request that Ex Libris provide a separate search index for OCLC number based on the presence of the '(OCoLC)' prefix in the 035 $a and/or $z, or (without prefix) in the 019 $a if there is a number in the 035 with an (OCoLC) prefix. Currently these specific (OCoLC) numbers are mixed in with other numbers occurring in the 019, 035, 773, 774,…30 votes -
Create a task that orders the 6xx (subject) fields
Alma currently does not have a way to mass resequence the 6xx subject fields, at least into consecutive order. This is an issue in analytics if subject is the field you organize your results by, as the initial subject field (600) may no longer be the first subject displayed and therefore searched on.
25 votes -
Renewal Operator in Analytics
It would be useful to include Renewal Operator details in the Fulfillment Analysis area on Alma Analytics. This would allow us to identify and report on the number of renewals that took place at the circulation desk, via self service or via Primo.
19 votes -
Make the effect of exclude process from publishing on holdings configurable
The current implementation of exclude process types from publishing has the side-effect, that a holdings record gets automatically suppressed as well if it only contains items which get suppressed based on the exclude from process types configuration.
E.g. if you have process type=acquisition, material type=issue, exclude=true all holdings which happen to only have items with material type issue in process type acquisition are suppressed no matter what. This is bad in itself, since it precludes the possibility of offering additional information to our users via the 866 field.
What makes things worse is that the bib record gets suppressed as…84 votes
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