Alma

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  1. A search action/filter limited to locally created portfolios (i.e. non-CZ portfolios)

    A search action/filter limited to locally created portfolios (i.e. non-CZ portfolios). Among other use cases, it should be a way to keep track of deleted CZ portfolios that have become local portfolios. As I recall, SFX had/has such a search possibility.

    5 votes
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  2. Hyperlink call number.

    While the hyperlinked title is a valuable tool, many of our daily searches necessitate use of of the call number. This is especially true for journals with multiple titles. Hyperlinking the call number would dramatically reduced search time. Being able to 'click through' to all titles linked with a call number would be most useful to our staff.

    12 votes
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    0 comments  ·  Other  ·  Admin →
  3. Configure Alma Letters to use the operator's "from" address, rather than the value stored in "addressFrom"

    This is in reference to case 00172604. It was suggested we post this here by Yaala Ariel-Joel.


    1. Go to Alma Menu -> General Configuration -> Letter Emails

    2. Select, for example, the General Assign To Letter

    3. We have configured the "addressFrom" field in this and several other letters to be the email address of one of our library departments

    For some letters, however, we find that it would make more sense for the FROM address to use the email address of the individual Alma operator whose action generated the letter, rather than using the single email address that is stored in…

    13 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  4. Retain Data in Interface Records

    We really like the multiple tabs on interface records that allow us to record different admin logins and statistical information.
    Publisher and vendor changes happen pretty frequently in our environment and we foresee needing to move interfaces from one vendor to another on occasion.
    We just found out the hard way that when an interface is deleted from a vendor record and then added to another vendor record all the information that was in the various interface tabs gets wiped out. Can something be done to preserve the information that was hand keyed into the interface tabs?”

    11 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  5. 1 vote
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  6. Enable batch updating portfolios to update PO line field

    Please add a column for PO line to the excel file for batch load updating portfolios. Below are specific examples from the Alma listserv of other institutions describing use cases for why this would be helpful.

    Thanks,
    Terra

    Use cases from ALMA listserv:

    Eleanor Craig, e.m.craig@sussex.ac.uk
    Sent: Wednesday, 23 September 2015 4:35 PM
    To: ALMA-L@LISTSERV.ND.EDU
    Subject: [ALMA-L] Individual journal subscriptions associated to Electronic Collections

    "We have a subscription to the Sage Premier 2015 package. Each of the core titles (portfolios) in the package have the collection Sage Premier 2015 and this is what the purchase order for each of them…

    15 votes
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  7. Change role attributes via SIS batch load

    I would like to be able to change user role information (roles status, expiration date, delete or add a role) via the Student Information System external integration batch uploads. Currently, user roles can only be modified manually in the UI or with an API call.

    6 votes
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  8. Make merge rule actions fully interchangeable with all merge conditions

    Currently, merge actions (add, remove, replace) only operate with specific conditional statements. For example, ADD when CONTAINS or REPLACE when DOES NOT CONTAIN. This enhancement should add the ability to use all action words with any valid conditional statement, permitting uses such as ADD when DOES NOT CONTAIN or REPLACE when CONTAINS.

    3 votes
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  9. Resource Request Monitoring screen should not only show the date but also the time when a request was made

    In Alma Menu -> Resource Requests -> Monitor Requests & Work Orders we need to be able to see the time that a request was created, not just the date.

    4 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  10. Recall Dimension in Analytics

    It would be really helpful to have a Recall Date dimension in Analytics.

    There are dedicated dimensions in the Fulfillment Subject Area for Loan Date, Return Date, Renewal Date and Due Date but not for Recall Date.

    Although the Recall Date exists as a field under the Loan Details dimension, it would be helpful to have other fields (such as Fiscal Year) available.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
  11. 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…

    80 votes
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  12. Be blocked due to overdue but can be renewal

    If I had loaned more than one item, one of them be blocked due to overdue so I cant renewal.

    Can I renewal another items?

    10 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  13. EDI check in for print journals

    Alma documentation states that Alma supports the following Edifact message types – INVOIC, ORDERS, OSTENQ, ORDRSP, ORDCHG. However our old LMS Aleph supported an additional Edifact message type called DESADV.

    This allowed our serials agent, Ebsco, to check in our journals in on the LMS remotely via EDI once our monthly consolidated deliveries of print journals were despatched from the warehouse.

    Provided our prediction patterns matched the PIA line this worked efficiently. An example of EDI text is as below:-

    LIN+1'
    PIA+5+0001-4788(2012)42?:1;1-9:SI::28'
    IMD+L+050+:::ACCOUNTING AND BUSINESS RESEARCH'
    QTY+12:1'
    RFF+SNL:52280023'
    RFF+SNA:52280023'

    The above essentially means that for order no 52280023 (linking to…

    24 votes
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  14. Have the option to turn off sorting for sets.

    Our OAC department needs to generate a packing list of items that are scanned in, in the order in which they were scanned. The problem is that after creating a physical items set via scanning, the set sorts itself, and the items are no longer in order.

    In addition, our Metadata Services department used to manage our corrections projects in Millennium by having a public set that everyone could access. Once the cataloger was done correcting the record, it was removed from the set.

    Our problem is that once we're done correcting the record for a Physical Titles set and…

    22 votes
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  15. user title as free text field instead of pre-defined drop-down

    The field user title should be definable as free text field (min 100 characters long), so that various combinations of user titles can be imported from the campus information system. Now this is not possible, because titles (resp. combinations of titles) have to be defined BEFORE importing users via API.

    19 votes
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  16. Role for adding normalizations processes

    Cataloging staff often need to create normalization or indication rules to edit groups of records. They can create these in the Medatdata Editor but they cannot use them on sets of records until they are added as a process/task in the resources metadata configuration area.

    The ability to add processes is limited to the highest role of cataloger administrator which also allows configuration permissions.

    Include the ability to add normalization and indication rule processes to the cataloger manager role to allow more flexibility to do global changes on Marc records.

    Catalog managers need to add their own rules without giving…

    6 votes
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  17. Customizable columns for reporting codes in the Acquisition Receive screen

    We sort our purchases by subject codes expressed in the reporting codes. These are unfortunately not visible in the receiving screen. As we handle a large number of books for many departments, the ability to view all levels of reporting codes in the receive screen would be a huge help in the receiving and post-receiving process.

    7 votes
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  18. Ideas Exchange export option

    It would be nice if we could export all the ideas from Ideas Exchange into Excel or by csv file so they can be reviewed more easy than page by page to see if an idea is already there (albeit worded differently) before voting. Since we can export our personal data from settings there is obviously some export functionality on Ideas exchange- can we have a bit more?

    7 votes
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    0 comments  ·  Other  ·  Admin →
  19. Allow for Gift Acknowledgement Letters

    The Legal Deposit method of acquisition allows for letters of acknowledgment to be sent to the vendor by automatic email from Alma after the item is received on Alma.

    This functionality is lacking for the 'Gift' method of acquisition. As standard we like to send an acknowledgement to all of our donors and it would be ideal if Alma could automate this process as it does for Legal Deposit acknowledgements. The functionality to send an 'order' letter for a gift is there - but not for acknowledgement of receipt, which is actually the wrong way around for our requirements.

    4 votes
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  20. Resource Sharing Preferred Email Address

    We have multiple libraries set up as Resource Sharing Libraries. However as we can only have one preferred email address the Borrowing Resource Sharing Requests are coming from the default email address for the library (usually the information email address), and not the dedicated email address for resource sharing at that library.
    It would be really useful to have an email address type in a library record that is used to send Resource Sharing requests.

    3 votes
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