Alma

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  1. Add percentage to reporting codes

    Now that ExLibris has added the secondary and tertiary reporting codes, it would be really helpful to be able to add a percentage to each of the additional reporting codes so that PO lines and invoices will show the percentage split, just like the fund codes do. This would be especially helpful with ERP so invoices that are split across more than one reporting code/fund would not have to be dealt with manually.

    2 votes
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  2. Display Logic: shared NZ choices in IZ

    Currently, the Display Logic settings are limited to IZ resources only; they do not allow choices for resources that are shared from the NZ among several institutions.

    For example, my library offers unmediated CCC document delivery for certain Wiley titles we don't subscribe to. So when I set the display logic rule, it should be "Hide service Full Text with Electronic collection = CCC Get It Now Wiley if exists service Full Text with Electronic collection = Wiley Online Library." However, because the Wiley Online Library ecollection is shared in the NZ for my consortium, it will not appear as…

    67 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  3. Add Print slips option on Active Hold Shelf Screen

    It appears ALMA does not have the ability to generate an email (print job) to print hold slips for items that are returned with pending holds.

    A great option whether the ability to have those slips print automatically upon return is developed or not, is to force print applicable hold slips from the active hold shelf screen.

    In theory, if an item is returned with a pending hold, when the item is scanned as returned the hold is activated and as a result should appear on the "active hold shelf" list . If a slip does not print, the staff…

    5 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  4. Fine&fees and blocks

    Currently, a user who has exceeded the limit of cash in his active balance, is blocked. That's ok.
    However, if a user has a lot of overdue loans (and fine&fees), and exceeded the limit of fines & fees but not in his active balance (loans are active), Alma won't block the user.
    So, until user returns documents or renew there, he can check-out new books.

    Is it possible to add an option in the Alma BO to block a user who has exceeded the limit of fine/fees all fine/fees included and not only those which are "closed" and added in…

    26 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  5. make OCLC delimiter (double dagger (ǂ)) invalid in Alma

    Please make the OCLC delimiter (double dagger (ǂ)) an invalid character in Alma. We all copy and paste information from Connexion. Often, people forget to change the double dagger to the double $$. Please make the double dagger invalid, and require the cataloger to replace with the proper character ($$) before they save the record. Other systems like Voyager make the cataloger replace the double dagger delimiter before they can save the record.

    1 vote
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  6. Hire an English/Technical writer to create accurate and detailed instructions

    Hire an English/Technical writer to create accurate and detailed instructions. I can't find instructions I need in order to create and print orders to vendors to whom we do not order via EDI's or email.

    3 votes
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  7. Order the toolbar

    For each user the order of "Manage patrons", "Return items", and "Scan in items" is in a different order. You should be able to arrange these so that it is the same for each user.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  8. 0 votes
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    0 comments  ·  Other  ·  Admin →
  9. "Send to Ex Libris" option under portfolio Action button

    If possible, add the "Send to Ex Libris" button under the Action button for a portfolio. The option only appears if I do an electronic portfolio repository search. If I go to the portfolios from the services tab, the option is gone. That is a lot of extra steps of making changes to a portfolio and then sending those changes to Ex Libris.

    4 votes
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  10. Limit to the number of request per item

    We would like to have a limit on requests per item? Would it be possible to add this as an option to select (or not), with a self-chosen number for the limit. Otherwise a book could be requested by 25 people for example and after a while (months) it wouldn't be picked-up due to lost interest.

    8 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  11. Vendor Interface details screen-Administrative Information tab - Incident log section: More characters required

    Description: Currently, the Incident Log section on the Administrative Information tab of the Vendor Interface Details screen only accepts a certain amount of characters.
    We have found that you can copy and paste a great deal of information into the field. However, when you select the Save button, the number of characters entered into the field is reduced to approximately 1900. There is no notification that characters have been cut.
    Can the number of characters entered into the Incident Log field be increased?
    We would like to have the ability to paste large log files in that field and be…

    12 votes
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  12. Shorter turn around time needed...

    In Cataloging/ Metadata Editor: We need a shorter than 6 hour turn around time when we make changes. An example would be adding an 856 URL link, wanting to look in PRIMO to see if the link looks correct and test it.

    3 votes
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  13. 1-Click Button to View Shelf List in Primo FROM ALMA

    Since the shelf list in the metadata editor is very difficult to use and see in the tiny quarter screen of space allotted to it, it would be helpful if there was simply a button one could press to view the call number shelf list in Primo (the primo 'Browse by LC call number" page) while one was cataloging in Alma.

    Ideally, the record searched for would not display as the very first result, but instead a few lines down from the top, so that it would be very easy to compare the call number to both the records before…

    1 vote
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  14. Show Course Reserve Loans by Instructor

    Currently I can get loan data about items on course reserve, and I can sort those items by the active course code that they are currently associated with. However, if I add the instructor field to my analysis (pulling data from both the Course Reserve pillar of analytic, AND the physical Inventory or Fulfillment pillar), I am no longer able to get loan data. Can you make these two pillars talk to one another so that we can get data on how often books associated with a particular instructor on course reserve have circulated?

    5 votes
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    0 comments  ·  Analytics  ·  Admin →
  15. Creation Date should be displayed in the Item Record

    Please add the item record's Creation Date to the fields displayed in the item record. An appropriate location would be the History tab. It is currently possible to find the creation date only through Alma Analytics. While the Receipt Date can be a clue to the item's date of creation, the dates are not necessarily the same. Furthermore, the Receipt Date is populated automatically only when receiving an item through Acquisitions, and inputting the date manually when creating an item in the Metadata Editor is an extra step which can be overlooked and may not be applicable (or justified by…

    1 vote
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  16. Add portfolio options for non-matches in PDA New Import profile

    There is often a discrepancy between candidate and purchase DDA records that we receive - often, we receive purchase records without first receiving the candidate records. Of course we try to correct this with vendors, but with limited success.

    I now force non-matched purchased records to load, but they come in with unactivated portfolios that are not in an electronic collection. Could one of these solutions be added?

    - Preferably, additional portfolio options for the New Order import profile to activate the portfolio and put it in a collection
    - Alternately, some sort of action or notification that there has…

    21 votes
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  17. Provide Configuration Options for Lost Item Replacement Fee TOU Precedence in Alma

    Some items have price information in the record, and some do not. Rather than delete all price info or try to add it to each record, our library would like the option to force the system to defer to the Lost Item Replacement Fee (LIRF) stored in the Fulfillment TOUs over the item price in the record (if one exists). Some additional parameters for this configuration may include 1.) if price exists and is greater than the LIRF then the item price should take precedence or 2) if item price is less that LIRF then LIRF takes precedence or 3.…

    6 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  18. Receiving: continuous vs one-time receiving of items - tabs should retain settings

    In Acquisitions - Receive Items, when either the continuous or one-time tab is selected, the Keep in Department check box should retain its status according to the tab selected, e.g. checked for One-time and unchecked for Continuous.

    4 votes
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  19. Need a way to look at collections (all formats) in ways other than LC Class

    In many out-of-the-box analytics, the capacity to look at content by LC Class exists. However, LC Class doesn't capture the interdisciplinary nature of some areas of study. Additionally, not all e-resource vendors provide LC classes for eBooks.

    Could it be that one way of achieving this is through assigning titles to collections? This would seem to work since titles of all formats can be assigned to collections in Alma. If Primo does not currently allow for subject-specific "profiles," this would also achieve that functionality since collections can be turned on as a facet.

    The most basic problem to this approach…

    9 votes
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    0 comments  ·  Analytics  ·  Admin →
  20. Allow reserves citations from Network Zone electronic portfolios

    When adding a citation to a course reading list through a repository search, that search is currently limited to the IZ. However, for consortial Alma implementations, there may be significant electronic inventory managed in the NZ, and that becomes unavailable to reserves. When doing a repository search to add a citation, NZ electronic inventory should be available.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
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