Alma

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  1. Add 'due date' to items list

    When student put a book on hold it would be useful to see when the on loan books are due to be returned in the item list rather than having to go into each individual onloan item to see when it is to be returned. Often we have 20 items out at a time and it would be good to have a quick overview of the return date.

    223 votes
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  2. Expand 'Bulk Change Due Dates' to disregard expired patrons and include recalled items

    Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we…

    219 votes
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  3. Analytics on Sandbox

    Having the flexibility to build analytics on our premium sandbox would be beneficial two fold. First, it would allow us to fully test processes on our test system using analytics reporting we intend to use in production. Second, it would allow us to work through data changes and the related reporting without having to disrupt live production data.

    216 votes
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    0 comments  ·  Analytics  ·  Admin →
  4. Add 'Test access' button to New Portfolio editor

    When adding a new local portfolio in an electronic collection we will always test access before the task is completed.
    Currently we have to click 'Save and done', search for the portfolio and then test access. If the link is incorrect, we have to edit, save, and test again.

    Please add the 'Test access' button in the New Portfolio editor as in the Electronic Portfolio Editor to save us time and extra clicks.

    206 votes
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  5. Allow Linking PO Lines to Electronic Inventory Regardless of Order Record Type

    We keep running into road blocks with not being able to hotlink POLines into the POLine fields of either Electronic Collection Records or Portfolio records.

    Is there a way that Alma can allow us to add POLines to Electronic inventory no matter what the order type is? This would save us so much time and allow us to use existing order lines for renewals. Right now we are doing a work around to connect order lines with electronic inventory by entering order information in the Portfolio Internal Description field.

    http://screencast.com/t/m9WVcw0HPExX

    204 votes
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  6. Add preferred pronoun field that displays in Fulfillment Manage Patron Services display

    We will be asked to provide a place to store preferred pronoun for our users (e.g. he/his/him) at some point in not too distant future.

    We cannot use Note field for this information because we have been told by Ex Libris that if we import notes the entire note section in a user record is overwritten.

    We need a configurable field (i.e. we can add the categories of preferred pronoun) that displays in the patron info section of the Fulfillment Manage Patron Services display

    201 votes
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  7. Invalid email address list or failed to be sent notifications

    We would like Alma to indicate somewhere (in a report, in the user account or else) if an email was not delivered to a patron or a vendor due to an invalid address. This would help to locate them faster and correct this data.
    Otherwise, we would like to have a list by Alma institution of users / vendor accounts with invalid email addresses.

    Thank you!

    195 votes
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    2 comments  ·  Other  ·  Admin →
  8. Add Electronic Services information to the Analytics Link Resolver subject area

    Currently the Link Resolver subject area of Analytics allows us to generate reports on the number of times all electronic services are delivered and clicked.
    We would like to see the details of which electronic services are being clicked, and which are not.
    This is valuable information for us when making decisions about collection displays and edits we might make to the online services order.
    To do inform these decisions we would like the Electronic services information to be added to the Link Resolver subject area in Analytics.

    191 votes
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    5 comments  ·  Analytics  ·  Admin →
  9. Purchase Request Library management in User records

    A new multi-selection field, Purchase Request Library, was added to the User Details page with the June 2018 release. If one or more libraries are defined for a user, the user may create purchase requests only for the listed libraries. If no libraries are defined, the user may create a purchase request for any library.

    But managing Purchase Request Libraries in user records can only be done record per record; there is no possibility for batch processes.

    Currently, there is no option:
    - to add or remove a Purchase Request Library with the Update/Notify Users job;
    - to add or…

    192 votes
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  10. Add ability to reorder Description Template Setup Rules using drag and drop

    The Description Template Setup Rules list must continually be reordered, since the first (sequentially) rule for which the enum/chron combination meets all criteria is used for the description, even if the enum/chron would more exactly meet a later rule. Regardless, is is also helpful to order the list so that similar rules are grouped together, so reordering would desirable as rules are added or removed.

    Currently, the only way to reorder the list is to move a selected rule up or down in the list, ONE PLACE AT A TIME. This is time consuming and inefficient.

    Please add the ability…

    191 votes
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  11. Persistent search box to display recent searches for all search types eg. PO line

    Currently the persistent search box only allows re-running a recent repository search in the recent history drop down. It doesn't remember recent searches for other types eg. Order line, Users, Vendors etc. It would be very useful to remember these searches as many people work in different areas that don't use repository searches that often, but perform other searches.

    186 votes
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    4 comments  ·  Other  ·  Admin →
  12. Overriding and/or deleting a continuous POL at the item level

    As a cataloger at a large research library, we frequently receive gap-fill purchases of periodical issues from third-party vendors or as gifts from donors—including for subscriptions that are still open.

    We know that we can associate a POL at the holding level, but this is undesirable for these situations where we need to trace the POL/method-of-acquisition to an individual item. Also, if you change a continuous POL at the item level, Alma changes the POL for every item attached to that same holding.

    Often we have many items purchased with different (or no) POLs—subscription, firm order, gift—together on one holding,…

    185 votes
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  13. Prevent change of due-date when the item is under the recalled status.

    Or have an alert message of some kind when the due date is being changed.
    Because when the due date is changed, the recalled item reverts back to its initial status making it difficult to determine if there are requests placed on the item.

    181 votes
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  14. Alma task lists: "Assign to me" and bulk actions

    In Alma task lists ...

    • Electronic resources - activation - unassigned (Electronic Resource Activation Task List)
    • Order Lines - review - unassigned (Purchase Order Lines in Review)
    • Invoices - review - unassigned (In Review Invoices)

    ... there is only a row action ("..." button) to start the "Assign to" dialog which opens a pop-up window where you can select a user. Our colleagues are not satisfied with this cumbersome assignment functionality.

    The missing functionalities are:
    (1) a one-click "Assign to me" button
    (2) a bulk functionality for "Assign to" and "Assign to me" (it is already possible to mark several…

    180 votes
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  15. Suggestions for Normalization Rules (NR) functions

    Hello,

    Please see the attached file.
    We would appreciate it if the suggested Normalization Rules functions would be developed in Alma.

    Thanks

    178 votes
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  16. No Auto-Send of Activity Report Letter

    The Activity Report letter automatically tries to send when “Renew Selected” and “Renew All” are selected in Alma Patron Services. This is problematic for a few reasons:

    1. The letter is triggered even when the letter is disabled in Letter Activity configuration. It generates a ‘fail’ message for staff.

    2. The letter slows down processes dramatically depending on how many loans are attached to the account.

    3. A workaround is to use the letter opt-out functionality, but we'd have to continually update all of our users with the opt-out in order for this to work well for us.

    I would like to see…

    178 votes
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  17. Provide birthdate information in search results of patron search

    When searching for patrons through Fulfilment>Manage Patron Services, it would be useful if the search results included the patron's birthdate so that library staff had a unique identifier to check against when there a multiple patrons with the same name.

    177 votes
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  18. Fine for failing to pick up request

    We would like to have a fine automatically applied when a patron fails to pick up a request. The fine should be applied after the last pick-up date has passed if the request has not been picked up or cancelled. It should be possible to determine for which locations/user groups the fine will be applied.

    176 votes
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  19. Allow configuration of quick cataloguing form required fields

    We currently only use the quick cataloguing form at circulation desks to create quick records to loan items found on the shelves but not found on Alma. The items are loaned and then the work order routes them to the cataloguing team on return. All these items already have call numbers so we'd like the call number field to be a required field in the quick cataloguing form. Sometimes returned items are incorrectly returned to the shelves and if the quick catalogue record does not include the call number they are often impossible to track down.

    175 votes
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  20. Add notifications to Alma reminders

    I appreciate the addition of the Reminders in Alma, but I think it would be even more useful if reminders could trigger email notifications when the reminder date has arrived.

    176 votes
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