Alma

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  1. 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

    222 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…

    220 votes
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  3. 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!

    218 votes
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    2 comments  ·  Other  ·  Admin →

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  4. 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.

    219 votes
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    7 comments  ·  Analytics  ·  Admin →

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  5. 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.

    219 votes
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  6. 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.

    211 votes
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  7. 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,…

    204 votes
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  8. 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.

    201 votes
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  9. 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…

    195 votes
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  10. 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.

    190 votes
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  11. 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…

    189 votes
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    Dear community,

    As part of the new PO line task list which is set to be introduced in the 2nd half of 2022, we are evaluating the option to add a "bulk" assignment option which will allow users to multi select multiple PO lines from a list and either assign them to themselves, other users or release the assignment.


    Thanks for the idea!


    Noam Fass | Alma product management team

  12. 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

    187 votes
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  13. AFN Fulfillment Network, Add patron's home institution to the fields available on the hold shelf's display

    When an Automated Fulfillment network allows for their patrons to pick up materials at any Institution in the AFN, it is possible for a patron to pick up their item at a third institution, that is neither the patron's home library, nor the item's home library.

    With how Alma currently manages Linked Users, and with the fields available for display on the Active and Expired hold shelf screens, library staff at that third (pick-up only) institution are unable to determine which institution the patron is from.

    This is because:

    Since the patron is not a local patron to the pick-up…

    187 votes
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  14. "Make Toggle Missing Status Available from item editor"

    To mark an item as missing, you must currently use the Toggle Missing Item option from the inline action menu, which only displays when you are viewing a list of items attached to a given bib record. However, if you search for the item using a physical item search, and only one item matches your search criteria (for example, if you search by barcode), then the item record opens automatically in the physical item editor. There is no option to toggle the missing status from this screen. Operators must remember to perform a title search, instead of a physical item…

    185 votes
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  15. 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…

    183 votes
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  16. Decouple the bib-level material type of Music into Scores and Sound Recordings

    The bibliographic material type of Music inexplicably combines scores (Leader/06 c or d) and sound recordings (Leader/06 i or j) into a single facet. This makes no sense and makes standard statistics reporting extremely difficult as scores are usually reported with books (they are, after all, pieces of paper bound between covers) whereas sound recordings are usually reported with other media. Scores should be separated out as its own bib-level material type.

    182 votes
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    Thank you for this ideas exchange request.
    For the purpose of clarification:
    Alma uses (among others) two levels of faceting the bibliographic records: Material type and Resource type.

    Regarding the Material Type: There are seven different distinct bibliographic material types in Alma, and this corresponds to the seven different distinct bibliographic material types used by the MARC standard. These MARC standards are explained at https://www.loc.gov/marc/bibliographic/bdintro.html under section “Scope of the Bibliographic Format”. Ex Libris will leave these distinct seven formats, and not add or subtract from them. This is because there are seven distinct formats in the MARC standard. For this reason we will not add another format or change the name of an existing format. Each bibliographic record has one bibliographic material type. The Material Type is considered “Music” if the LDR pos. 6 is one of the following: c d i j. This is explained in the Ex…

  17. 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.

    179 votes
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  18. 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 →

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  19. Include authority cross-references in Browse Bib Headings

    The very useful Browse Bib Headings tool includes only information from bib records. It would be extremely useful if it also included authority cross-references for controlled headings, similar to how the Primo browse works. This way, if a user tries to use the Browse Bib Headings and enters the non-preferred term, the cross-reference will let them know that they need to search on the preferred term.

    179 votes
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  20. Add the ability to batch change the expiry date of items on the hold shelf

    It can be useful to manipulate the Expiry date of items on the hold shelf. However you have to do this per item. It would be good to be able to batch update all items due to expire in a given period to a new value.

    176 votes
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