Alma
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1880 results found
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Work Orders: package of required enhancements
Work orders are useful but often cumbersome and don't work as required. A package of enhancements/fixes would make them much more useful and useable:
• Adding notes when creating work orders in bulk. This would enable having fewer work order types as explanatory notes could be used instead.
• Makes notes more (immediately) visible when scanning in (pop up message?). Again would enable fewer work order types as items could be easily catergorised according to explanatory note upon receipt at managing department.
• Select recall/not recall at work order placement (like pick from shelf), not baked into type (and in…234 votes -
Change currency in the order
In the order the currency can not changed when the order is saved already. See attachment too, please.
We need a possibility to change the currency after sending the order. Here are the reasons:
a) During the order creation it was made a mistake.
b) For subscriptions and standing orders the currency changes during the lifecycle. First we used British pound and than we use Euro, for example. The vendor changes the currency and we also have to be able to change that.234 votesDear community,
This is to update you that we plan to add a new action to the PO lines, "Change Currency". It will be available for PO lines that were packed, in the following workflow steps:
Ready
Sent
Waiting for Manual Renewal
Recurring Renewal
Waiting for Invoice
The action will allow to change the currency of the PO line. When a currency is selected, upon a click on "Save" the PO line will be removed from the original PO. If this is the only PO line in the PO, the PO will be deleted.
The PO line's status will chance to Manual Packaging / Auto Packaging and progresses through the purchasing workflow. The user can select whether to re-send the order to the vendor when this PO line is packed into a PO by checking the "Re-send order to vendor" field. This field will not display for PO lines with the…
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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.230 votes -
Add "Description" to the "Change Physical Items" job so that this field can be edited in batch across sets of item records
We would like to be able to edit (and delete) the "Description" field across large numbers of records without having to do it manually for each one. The "Rebuild Physical item description" job does not help here, since the content of the field is not necessarily based on Enumeration and Chronology data.
Several fields have been added since we started with Alma (e.g. Alternative Call Number, Temporary Call Number, Inventory Number, etc.). Therefore, we hope that this field will also be available for this job in the near future. Thank you in advance!230 votes -
Allow staff to override if an item type is not requestable
We would like some books (like a reference book) to be non-requestable for a student. However, we would like for staff to be able to put in a request on a student's behalf for a reference book, or perform an override when appropriate.
229 votes -
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.
226 votes -
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.
223 votesDear all, we are currently looking into the possibility of a re-design of the quick cataloging functionality - we will take this request into consideration as part of this future change.
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Significant Improvements to the 'Browse Shelf List' Function Needed
The 'Browse Shelf List" function is essential for catalogers in our library and is extremely clunky and time-consuming to use. Proposing any (hopefully all) of the following changes:
Ability to view more results surrounding the exact search request.
Said in a different way, the ability to view the result in the middle of the results page, so as to be able to see a few of the results both before and after. This makes call number adjustment significantly easier, instead of always needing to click a back button and remember what the call number were on the page before.Ability…
221 votesWe have added it to our plan. We will share more details as part of the design phase
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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,…
219 votes -
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 -
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 votesA new task will be added to the tasks widget, alerting catalogers when reminders' date arrives.
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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
218 votesDear all, since this idea combines various very different enhancement requests for Alma's normalization rules infrastructure, we are unable to add these to our roadmap at this time. This may change as we get more information on prioritization and needs. In the meantime, we suggest opening dedicated ideas for specific enhancements you would like to promote.
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Change item information RESTORE change type should allow clearing temporary item information.
When using the Restore change type under Change item information, the only change made is toggling the "item is in temporary location" back to NO. Any values filled in for temporary library, temporary location, temporary item policy, temporary call number, etc. remain. Restore should clear those fields, or allow operators to keep those fields by unchecking a box that would be checked by default.
If the item has been scanned to have an item policy for special circ rules, that information remains in the record when it is restored, even though that information is not applied. If the item is…
219 votesA check box will be available when selecting the 'restore' option to enable clearing out the temporary information fields.
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Indication that shows I edited an open record
Icons in MD-Editor only show if a record has been saved or not. I would like to have an indication to see if the record has been edited by me after I opened it.
217 votes -
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
218 votesThe core user record will have a field for selecting a preferred pronoun. The options will be from a configurable drop down such as:
- he, him, his
- she,her,hers
The field will be updatable from:
- Alma form
- SIS
- API
- Primo (VE)
The preferred pronoun will in the Manage Fulfillment Options screen.
It will be possible to locally override this field without overriding from the SIS, like other fields allow (such as user group).
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Fulfillment: Automatic Renewal Notices / Email Letters to patrons when loans automatically renewed
Our users have requested to be notified with the new due date when an on loan item is automatically renewed by Alma. This is currently not possible and users are not aware when the item is due back until they receive a courtesy reminder 2-3 days before the due date. We would like Alma to provide the option to configure and send Auto Renewal Notices / Email Letters to users when their loans have automatically been renewed by Alma. We have Auto Renewal Activated and our users do not receive any notification that this has taken place. We would like…
216 votesHi,
It will be possible to configure the system (with a utomatic renew rule output parameter to say whether to send an email to the patron when renewal takes place.
If emails are sent, they will be sent in an aggregated manner (single notice for all renewed loans)
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Alma overlap analysis tool to include different identifiers in one comparison
We would find it useful if the overlap analysis tool compare a list that includes different identifiers. i.e. ISSN, EISSN, ISBN, EISBN, TITLE in one comparison.
Currently it only allows you to compare overlap within just one identifier. This is very important with collections from vendors that include different kinds of material.
Being able to conduct this kind of overlap analysis is important for us in terms of making purchasing decisions and we feel that including this kind of feature in the overlap analysis tool would make this a more efficient process within Alma.213 votesDear community,
Thank you for the idea. We suggest the following high level solution:
1. In Resources menu > Overlap and Collection Analysis > Compare collection analysis, it will be possible to select multiple match methods, from the existing list of match methods, and the order in which they will be used
2. The match will work as following: Try to match by method #1. If no match was found, try to match by method #2.
3. The report will include information on the matched identifier and its value
4. Similarly, in Resources menu > Overlap and Collection Analysis > Look Up Titles, it will be possible to upload an input file with multiple identifiers columns. The possible identifiers are the existing ones, and columns format will be the same as today. The difference is that it will be possible to place multiple identifier columns, in the order they should be used.
Thaks,
Tamar Fuches
Alma team
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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.
206 votesA new 'Purged request fee' will be configurable for Hold Request TOU, similar to the one that already exists for booking requests. When the Expired Hold task list is used with one of the 'Reshelve', 'Transit' or 'Activate Next' functions then the request TOU will be consulted, and a fee will be created accordingly.
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How to distinguish namesakes
When you search a user (fullfiment > manage patron services), there is no possibility to distinguish to different user, who have the same nam (namesakes).
In the old UI, there was a patron card image, and, when clicking on, we accessed to a summary of the patron.
Now, we have no more solution.
Can you add this functionnality in the new UI?
Thanks a lot.
206 votesHi,
Makes sense ! Currently, the user information that is displayed in the user Ajax search results (e.g. patrons services WB) is hardcoded.
A mapping table, similar to the one that configures the user pop up, will control the fields that show in this list. The mapping table will enable the same fields that the user pop up allows, and allow setting the order of the fields.
Thanks,
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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…
206 votes
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