Alma
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3215 results found
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Include an item's total number of checkouts within the item record or physical item editor
There doesn't seem to be a way to view the number of times a item has been checked out, aside from going in the item history and manually counting every transaction. Frequency of use is an important data point for catalog curation and maintenance.
15 votes -
Set the sender address to the address of the staff that made the PO and automatically forward the mail to the said staff.
With multiple librarians handling PO, this can help us keep better track of PO details and increase process efficiency.
63 votes -
Purchase Request Suggestion
Enable Purchase Requests to be auto-assigned to a specific user based on either fund code or name/EID of the person submitting the request.
1 vote -
Change Fulfillment to Circulation
Fulfillment isn't an intuitive label for us. Circulation is the term we use, or allow libraries to call it whatever they want if you don't want to change it globally.
6 votes -
Add "This Fiscal Year" to options for subscription dates range in Invoice Line Details
Add "This Fiscal Year" to options for subscription dates range in Invoice Line Details. "This Year" is very helpful for many subscriptions, but "This Fiscal Year" would be a great shortcut and reduce the work involved with using "Custom Range."
10 votes -
Analytics: Make Holding Suppressed from Discovery field values Yes/No instead of 0/1
The bib "suppressed from discovery" field uses values of Yes/No. The holdings field should do the same.
2 votes -
We would like an option to search vendors by address/country.
We would like an option to search vendors by address/country since many of our vendors are from other countries.
Currently, we have no way of finding all the vendors from a certain country, if it is not part of their name.2 votes -
Improve Navigation to Allow Switching Between Tasks
There should be a way to quickly move between tasks in Alma without having to start from scratch. If I'm in a user record and go search for an item barcode, I should be able to get back to the user record in a single click, without having to search again. WMS provides this functionality and it's really helpful. Essentially breadcrumbs that track ones work in the system so you can quickly pull up something you were working on even hours before.
3 votes -
loan status / item process changes in a date range
We would like to be able to run reports detailing the dates when a loan status / item process type change was made over a certain time period e.g. loan status changed to 'lost' between 1/10/2019 and 1/11/2019. Using the item modification date is not the perfect criteria as this date will change when any modification is made to the item e.g. adding a note etc
1 vote -
To be able to search citations in Alma by instructor's name
Please add "instructor" to the "Citations" search to make it easier to see all of the materials a certain professor has on reserve. Some professors teach multiple classes and will ask for a list of everything they have in Course Reserves rather than just lists for certain courses. Thanks.
3 votes -
Trials workflow : enable to fill in block "Analysis and Result" only from trials with In Analysis status
At the moment, it is possible to fill in the block "Analysis and result" in Summary tab at any time of the trial workflow. Even in an evaluation with Draft or Active status.
It doesn't make sens, does it ?
We would like to ask EXL to fix this and enable to fill in block "Analysis and Result" only from trials with In Analysis status.8 votes -
Ability to require pick up date field when making requests
It would be helpful if we could lock the pick up date field for making requests so that it is required to be filled in by the patron. We use Alma with Primo VE and will be relying heavily on the request function to prepull items to be used in our reading room. While the pick up date may not be necessary for many institutions, it would be nice if the pick up date had the option to be required for the institutions that want to customize the request functionality.
1 vote -
Remove Request cost section in Borrowing Request section
Make the request cost section in the borrowing request section configurable so that it doesn't display. As our doc del team do not need it, as we don't charge customers or partners for doc del.
1 vote -
3 votes
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Suppress Items from discovery for a particular physical location but keep Holding statement
We feel that it would be useful to be able to suppress items from discovery from a particular Physical location but still display the holdings information.
This would be extremely useful for our Journals collections, whereby we receive individual items but only want to display the holdings statement to the end user.42 votes -
Use of parentheses in advanced search
Currently advanced search does not allow the use of parentheses. We'd like to suggest the capability of using parentheses in doing some complicated search logic. This can shorten the search query a lot. Currently, we have to repeat the search queries, and apply a combination of AND/OR search logic. The attachment explains the situation with a screen shot of current search logic.
24 votes -
Ability to add closed purchase order lines to the Acquisitions tab, PO Line field on active portfolios
Alma will not let you place a closed PO Line in the portfolio Acquisitions tab, PO Line field.
We want to tie closed PO Lines to active portfolios because the PO Line is why we have archival access and why the portfolios are still turned on after cancellation.
Migration to Alma results in many PO Lines not linked in the Acquisitions tab PO Line field. Cleaning this up would involve reopening the PO Lines and closing them. This is too much effort for what we need to accomplish. Please implement!
92 votes -
Blocks tab on User Details screen should display system assigned blocks as well as librarian assigned blocks.
The blocks tab on the User Details screen should display system assigned blocks as well as librarian assigned blocks.
It is confusing for staff if a user is blocked but the block doesn't show on the user details screen, only via Manage Patron Services.
This idea is partly related to "Make Manage Fulfillment Activities the same thing as Manage Patron Services" (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/36274744-make-manage-fulfillment-activities-the-same-thing) - one of the ongoing issues with Alma from a staff point of view are the number of different screens things are under, and not in a particularly intuitive way. Waive a fine here, pay a…
17 votes -
Preferred term correction - correct coding when flipping LCSH to LCGFT
When a 655 field is coded for LCSH and matches a non-preferred term in LCGFT, Alma flips the heading to the preferred LCGFT term but does not update the coding (it should change the 2nd ind to 7 and add $2 lcgft).
The problem is limited to cases where:
A bib heading 655/_0 matches a non-preferred term in an LCGFT authority
What happens is:
The PTC job flips the heading to the LCGFT preferred form, but it does not change the 2nd-indicator from 0 to 7, and does not add $2lcgft
What is not a problem:
655/0 headings that…
61 votes -
Adding a field in the Excel Example of Creating Invoice from File.
Adding a field in the Excel file under batch process that allows for inputting custom exchange rates. The reason for this is because the invoice creation date may not always be on the same day as payment, resulting in outdated rates.
65 votes
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