Alma

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  1. Export URL with FTP

    You can export the URL of Portfolios via Alma Admin -> Resource Management -> REsource configuration -> Configuration Menu -> Record Export -> Export URL
    But you can not do this in a sort of batch job to feed your proxy with this URL automaticly (Case 223210)

    1 vote
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  2. Preserve the Expire Date if changed manually

    Similar to how the user group field can be preserved and not overwritten by an update to user data if it has been changed manually, it would be beneficial for the expiry date field to be treated in the same way so that if the date is changed manually it will not be overwritten by a data synchronization. This would allow staff to manage patrons locally within Alma when an external data source is unreliable.

    1 vote
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  3. SIS - Save Rejected records in XML format for re-load

    Currently rejected records from the SIS batch upload process are only identified in the event log. It would be very useful if the rejected records were saved to a separate file in XML format. This would allow for easier re-load once the load error is resolved.

    8 votes
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  4. Make Brief Levels more visible

    Now that we have defined our local Brief Levels for Alma bib records, it would be very helpful if we could view the Brief Levels more readily. For example, it would be helpful to include the Brief Level as a column in spreadsheets of exported search results. And it would be very helpful to see the Brief Levels in the Receiving work bench to help with initial sorting of incoming material and identifying items most appropriate for rapid cataloging at the point of receipt.

    3 votes
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  5. "Acquisition method"

    When creating a "PO Line" would it be possible in the "PO Line Summary" tab to move the "PO Line details" from near the bottom to the top as it actually makes more sense to select the "Acquisition Method" first as it dictates what fields you need to fill in, e.g. "Legal Deposit" means "Pricing" and "Funding" etc. become inactive and are no longer required fields. I know if you use a template it doesn't matter because you it populates that field for you but in terms of workflow it seems backwards.

    Thanks :)

    17 votes
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  6. Set input focus for "Quick Search" box

    Please set the input focus for the "Quick Search" box under these two criteria:

    1) When logging into Alma
    2) When changing the search criteria

    When a user logs in they should be able to type immediately into the Quick Search box and get a result.

    When a user changes the format they want to search (Titles, Collections, Authorities, Vendors, etc). They should be able to click on what they want and start typing.

    In both of these scenarios by moving the mouse (especially #2) the user experience is inefficient.

    1 vote
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    0 comments  ·  Other  ·  Admin →
  7. Send claims for journal issues for providers without EDI

    We have a lot of journal providers for our legal deposit. As they may be associations or other small institution, they don't work with EDI.
    Quite often, we don't receive issues. So we want to send them claims. But these are not sent automatically in Alma for subscriptions.
    We suggest Alma sends claims for issues that haven't been received to the e-mail address defined for the provider (vendor), taking into account the claiming grace period.

    9 votes
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  8. Add ability to automatically check-in certain items to work order department such as laptops and ipads when they are returned to the library

    Add ability to automatically check-in certain items to work order department such as laptops and ipads when they are returned to the library. For example, all of our technology items are sent to the technology work order department when they are check-in so they can be wiped clean or previous user's data. We would love the ability to automatically send certain items or items from certain locations to a specified work order department on check-in saving lots of added steps for the access services staff every time a laptop or ipad is checked in.

    1 vote
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    0 comments  ·  Fulfillment  ·  Admin →
  9. Option for physical item requesting only items that are checked out.

    In Alma, it seems that in the Terms of Use for requesting, you can only choose requestable and non-requestable. Is it possible to have an option to only request items that are checked out?

    7 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  10. In advanced searching in Alma NZ for physical titles, have results say: Advanced searching not performed for physical materials in NZ.

    In advanced searching in Alma NZ for physical titles, have results say: Advanced searching not performed for physical materials in NZ Currently, results from this impossible search only indicate "No records were found," making it look like the NZ does not have anything, when in fact there may be many. Perhaps search options for advance searching in the NZ should not allow physical titles as a search option. Example: condition title= Wyoming, and condition material type= Map in the NZ results in nothing, but there are over 2k hits if searching All titles instead of Physical titles, some of which…

    1 vote
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  11. Coordinate the alphabetization of the Letters tables

    Coordinate the alphabetization of the Letter Activity table and the Letter Emails table in configuration, and the letters description table in the OLH. Each table seems to use a different alphabetization scheme (if any at all) which makes it extremely difficult to coordinate configurations or to locate specific letters to customize or review.

    1 vote
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    0 comments  ·  Other  ·  Admin →
  12. Allow Material Supplier, List Price, ISBN and Fund to save when saving orders that have not been sent

    If you are interrupted when creating a PO line, either because you are disturbed or because there are insufficient funds in the budget, Alma saves the information you have already put in. At the moment, it saves the PO line itself but removes the ‘Material supplier’, the ‘List price’ and the ‘Fund’, so that I’m starting off worse than from scratch because two of those three things are already included on my template when I create a PO line anew. If I change the ISBN, this also reverts back when a PO line is saved, and the Reporting Code also…

    2 votes
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  13. Add Visual Materials to Quick Cataloging citation types options

    Our library uses the Quick Cataloging tool/interface to create records for materials in course reserves. Currently, the only options for citation types are books and articles. We have DVDs professors place on reserve. When records for DVDs are created, they are created on a record type for book. It would be great to choose citation type "visual materials" at the point of creating the bib record via the Quick Cataloging tool.

    6 votes
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  14. More PO line options for Create Purchase Request

    Purchase Requests functionality is great idea (ACQUISITIONS --> Purchase Requests); unfortunately, the usefulness of this new feature is limited because it appears that it can only be used with certain PO Line Types (Print Book - One Time, Electronic Book - One Time; Print Journal - Subscription; Electronic Journal - Subscription). We cannot use the purchase requests workflow for physical media, for example, because there is no option for a requester to choose a "Citation type" that would map to a PO Line Type of Visual Material. We cannot use the purchase requests workflow for streaming media, because this is…

    19 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  15. Multiple requests (Home Delivery pickup), Multiple Items, and Information Display on Scan In Page

    Multiple requests with pickup as Home Delivery are placed against a title and there are one or more copies available. When staff collect the items from the shelves, they scan in the item barcode. Alma, if it can see that there are two identical requests, on the Scan in page will ask for the request ID. Staff then scan in the request ID for the first patron (with Home Delivery as pick up location) in the request list. This results in the first patron being loaned the item that was scanned in. The display on the Scan in page only…

    4 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  16. Add indicators to IZ/NZ/CZ tabs in Repository Search results to show presence of bib records and local holdings

    It would save time in cataloging, acquisitions, ILL, and reference if the IZ/NZ/CZ tabs included some sort of indication that there are bib records matching the search and, where applicable, local holdings attached to those records.

    My thought is a simple count added after the tab title -- local holdings / bibs.

    Additionally it would be helpful to shade or highlight the active tab, making it very quick to recognize in which zone you are working.

    Finally, on NZ and CZ results lists, it would be helpful 1) highlight the local holdings so that they stand out more obviously in…

    1 vote
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  17. Additional PO line for Electronic portfolios/collections to show these additional resources in the PO Line

    The new Additional PO option in the electronic portfolio/collection editor is great, but it would be good if these resources could also be identified from within the additional PO itself.

    4 votes
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  18. Show Pickup location in the tables "Requests" and "Loans" in Patron Services

    It would be helpful ig the information “Pickup location” could be added as a column in the tables “Requests” and “Loans” in the “Patron services” in order to see the destination chosen by the Patron. Furthermore, the "Pickup location" should be displayed in Primo in the patron’s account - also in the "Loans" not only in the "Requests".

    6 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  19. Display name of resource sharing partner on Requests page in My Account

    On the "Requests" page in "My Account," for resource sharing requests, display the name of the resource sharing partner once the request has reached the "Shipped Physically" stage. Currently, the "My Account" screen does not indicate the name of the institution that is lending the item (see a screen capture: http://screencast.com/t/aovDseh1). Faculty have requested that the name of the institution be visible in My Account so that they would have an indication of how long it might take for an item to arrive (based on geographic distance).

    Ex Libris confirmed via Salesforce case #00221339 that this change would require…

    9 votes
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  20. Expand options for repository search for item barcodes

    It would be nice to be able to have more options in the advanced search when searching by barcode. Currently, the only options are "contains keywords", "contains phrase", and "is empty".

    It would be useful to be have the same dropdown options that are available when searching on other identifiers, such as the MMSID. Specifically, the >, >=, <, <= options would be very useful.

    Sample situation: I would like to create a set of all items that have not been moved to our new barcode system. Our new barcodes have 8 digits, and our old barcode numbers only have…

    1 vote
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