Alma

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  1. Fulfillment Borrowing history: allow users to choose to opt in

    Currently the library can turn borrowing history on or off, but the choice applies to all users. For privacy reasons, and in order to avoid subpoena situations, we have it off, but some users do want borrowing history on as a convenience, and are not concerned about privacy risk themsleves. Why not allow those users to opt in to borrowing history, and allow the default otherwise to being off?

    By the way, this "opt in" approach is how most public libraries in Eastern Massachusetts are set up, so our users expect this level of service from us also.

    It is…

    217 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  2. Better correspondence between number of items ordered and Quantity for pricing.

    As a Purchasing operator, I would like a better correspondence between the number of items ordered and the "Quantity for pricing" in the PO line summary.

    When we are ordering more than one item of a physical title, we have to add the extra items in the Quick add field, and then have to update the Quantity for pricing field manually. We see that Purchasing operators tend to forget to update both fields. The result is that the number of items that we intended to order, not always corresponds with the number of items that is supplied by our vendors.…

    221 votes
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  3. In Process Items_Move items in batches to the next work order

    In the page of “Manage In Process Items”, we would propose
    1) Adjust the number of each page so that more items can display on the page. That would be the maximum the staff can tick “Done” at one time.

    2) Given above, ideally we'd want to move a pack of items by jobs to the next work order.

    3) Sort out “Barcode”

    216 votes
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  4. Improve Alma Job Reports for Failed Record

    It would be extremely helpful if more details were given when there are failed records or records with exceptions on the jobs we run in Alma. Many of the job reports only report the number of failed records. It would be great if the report would provide MMSID information so the we know what records failed.

    209 votes
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  5. Alma emails: provide matching plain-text alternative to reduce spamminess

    Currently Alma emails only include an HTML-formatted variant. Anti-spam software will typically penalise messages that do not contain a plain-text variant, increasing the odds that the message will be marked as spam. Providing a plain-text variant would also benefit users of plain-text only email readers. The plain-text variant should resemble the unformatted content of the HTML-formatted variant. If they differ this might suggest that the sender is perhaps sending an innocuous text in the plain text part just to get through spam filters, and again, would be penalised for this.

    210 votes
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    under review  ·  5 comments  ·  Other  ·  Admin →
  6. Improve usability of 'Automatically Print Slip' in Resource Sharing

    When receiving Resource Sharing Borrowing items, the 'Automatically Print Slip' option is only remembered for the current session, which leaves this vital function open to error.

    This could be improved in one of the following ways (in order of preference):

    Option 1: Provide a configuration option in one of the code tables to set the default (this would also be desireable for all similar functions elsewhere, such as in RS Lending).

    Option 2: Make the last selected option persist across sessions so our staff can set it once and not have to remember to set it every time.

    Option 3:…

    203 votes
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  7. Add functionality to fund summary pages to view encumbered orders

    There is no functionality within the fund summary pages to see what orders have not yet been paid (order still encumbered). The value of the encumbered orders does show in the summary graph however it would be really useful to see the orders this relates to.

    202 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  8. Ability to edit "subscription from date", "subscription to date", and "additional information" fields on closed invoices

    For some institutions, this data did not migrate, and for others, there are invoice operator errors that need to be fixed. This is vital to subscription management. We need this.

    201 votes
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  9. Blocking borrowing requests on books published within the last year

    With an active automatic rota for books, borrowing requests sent from Primo to Alma are automatically sent to partner. This applies for books published within the last year as well. Before we activated the autoROTA, we would usually change most of these borrowing requests into purchase requests and place the patron on a waiting list.
    New books requested by a patron are often items we want to purchase ourselves, and not spend money on borrowing from our partners in addition. With the autoRota there is no way for us to block these borrowing requests from being sent.

    We would like…

    196 votes
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  10. Make Alma link resolver compatible with EndNote's "Find Full Text" feature

    EndNote offers a "Find Full Text" feature that allows users to locate full text for citations saved to their library. The feature can be configured to work with your institution's link resolver. However, according to EndNote customer support, the Alma link resolver is not currently compatible with this feature. This enhancement would allow Alma customers to locate full text for EndNote citations via openURL.

    186 votes
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  11. Add expiry date for "proxy for" users

    In an academic institution, many "proxy for" users will be arranged on a semester or yearly basis, it would be good to have an expiry date so that this permission stops and does not extend into perpetuity.

    185 votes
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  12. Make configurable pop-up assistance in metadata editor

    Currently the po-up assistance in metadata editor for subfields 260$a$b$e$f, 264$a$b, 505$r$t and 561$a is hardcoded and it can not be deactivated. Activation/Deactivation should be configurable. We have many queries from our catalogers about that.

    183 votes
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  13. 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.

    180 votes
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    4 comments  ·  Other  ·  Admin →
  14. Preferred term correction should flip headings that change tag number

    Alma authority control does not handle cases where the bib heading is linked to an authority via a cross-reference, but the preferred and non-preferred terms are in different fields, e.g. preferred term is in authority field 130 and cross-reference in authority is in 410.

    Alma should be able to handle this scenario. Currently when the bib heading matches the authority cross-reference, Alma won't correct these and instead puts them on this report: Preferred Term Correction - Bib Heading found no authorized term.

    Example bib heading that Alma won't correct:

    110/2_ $$a Allied and Associated Powers (1914-1920). $$t Treaties, etc. $$g…

    178 votes
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  15. Configuring different sender e-mail addresses (SMPT-envelope-from) for one letter-type

    For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

    Actual situation in Alma:
    When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
    When an E-Mail is…

    174 votes
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    5 comments  ·  Other  ·  Admin →
  16. Ability to delete items by scanning-in

    At present items can be withdrawn/deleted in two ways:
    1. Manually, an item at a time (or multiple items only if in same holding)
    2. In bulk, from a set created either directly from search results or from a spreadsheet.
    There is no way to rapidly delete items-in-hand.

    A feature in Alma to quickly delete items-in-hand, in quick succession, with the same safeguards as when using existing deletion methods.

    The attached document gives more details and a mock-up of such a feature - it would be a big bonus to those of us with a lot of weeding to do!

    173 votes
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  17. add security levels to norm rules

    Because all norm rules can be edited by all staff with cataloger roles, there is great room for erroneous changes for rules that are applied to batch jobs. For example, the norm rule that is applied to records being brought in from Z39.50 targets can be edited by any staff member. A single error in the rule can break the z39.50 import process for all staff until the source of the error is identified. Likewise, if we have a rule applied to import profiles and a staff member inadvertently changes it and we load 50,000 records, that could cause huge…

    173 votes
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  18. 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…

    172 votes
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    under review  ·  7 comments  ·  Fulfillment  ·  Admin →
  19. 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.

    170 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  20. Enable desk operators to select from a predetermined list of loan periods.

    We would like desk operators to have the option of selecting from a list of predetermined check out periods for items in certain collections.

    Boston College Libraries currently provide approximately 80 laptops to community members, which can be borrowed for a fixed loan period. For many patrons this static loan period is either too short or too long, adding some loan period choices would enable us to easily meet the needs of more patrons.
    Currently in Alma, offering a variety of loan periods would require the creation of additional locations and terms of use. Doing so would enable us to…

    170 votes
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    1 comment  ·  Fulfillment  ·  Admin →
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