Alma

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  1. Ability to create a chosen quantity of predictions

    As someone who manages serial subscriptions, I would like the ability to choose the quantity of predictions I create for any given holdings record. This would allow for quicker navigation of list of items, and reduce the number of inaccurate predictions.

    It is not always desired to predict an entire year’s worth of predictions (which currently is the only option). Depending on the publishing frequency and the number of copies of a subscription, we can have 11 pages of predictions in a list of items, in addition to the received items. This greatly increases the amount of clicking needed at…

    155 votes
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  2. Stop the practice of showing funds for 'in review' invoices as expenditure.

    Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.

    Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:


    1. We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the export.…

    152 votes
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  3. Job for copying the configuration from the production environment into the Standard Sandbox

    Making testing and training in an Alma Standard Sandbox based on Ex Libris provided configuration is very difficult since this configuration may be very different from the one in the customer's production environment.

    Currently Ex Libris is offering two types of Sandboxes for Alma:
    (1) "Standard" - by default included in Alma subscription pricing. This sandbox contains Ex Libris provided data and configuration
    (2) "Premium" – for addition subscription fee – this sandbox includes a full copy of the customer's data and configuration

    Refresh of the Alma sandbox environment is possible up to once a quarter, upon request. In the…

    152 votes
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    5 comments  ·  Other  ·  Admin →
  4. Allow "ignore_lender_due_date" setting to be customized per resource sharing partner

    Currently the "ignorelenderduedate" setting in the Alma Customer Parameters Mapping Table is a global setting; it applies to all resource sharing partners. This is problematic for consortia who have resource sharing partners for consortia members, as well as a resource sharing partner for ILLiad.

    Setting "ignore
    lenderduedate" to "true" works for our consortia resource sharing standard checkout, but ILLiad due dates must be entered manually.
    Setting "ignorelenderduedate" to "false" works for the ILLiad lender due date, but then consortia due dates must be entered manually.
    If "ignore
    lenderduedate" could be…

    150 votes
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  5. 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.

    145 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…

  6. sound alert for pop-up windows

    A sound alert to accompany a pop-up window would be very helpful. We find that our student workers often fail to see important pop-up notes when they are checking out or returning materials. A distinct sound would help immeasurably!

    145 votes
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  7. Add Data Type category for the Title Report in COUNTER 5 section of analytics

    The Master Title Report of COUNTER 5 includes ebook and journal titles. It is difficult to use this master report in analytics without having a data type or section type option to differentiate between which titles are journals and which are ebooks. The master title report is useless in analytics without this option. Please add the data type or section type category from the COUNTER 5 Master Title Report into the Analytics Usage Report.

    144 votes
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    under review  ·  2 comments  ·  Analytics  ·  Admin →
  8. New role for Manage Import Profiles

    Currently users must have a Cat Admin role or Gen Sys Admin role to be able to Manage Import Profiles (change/add profiles). This also gives them access to the Configuration area of Alma. There should be a role to permit users to Manage Import Profiles that does NOT also give them access to the Alma configuration area. Access to the Alma configuration menu should be separate from the ability to Manage Import Profiles.

    142 votes
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  9. "Request" link when you have ordered a physical book

    When you have ordered a physical book (one time order) it would be very helpful to get a Request link available on the Purchase order lines in Review page.

    Then you could place a request more quickly. You don't have to search for the book again.

    140 votes
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  10. It would be helpful if there were an option to "print MARC record" within the MD editor and from the Repository Search.

    We sometimes have need of a hard copy of the MARC record for tracking certain workflows. One such example is for making notes about title changes and tracking them across several records. It would be nice if there was a "print full record" option, both in the MD editor and in the repository hit list. Right now, we need to either do print screens or do a screen capture and print from that. Thank you!

    142 votes
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  11. Update URL in porfolio when attached bib record's 856 is updated

    When the URL in a bib record attached to a portfolio is updated (individually edited, or batch load/overlay of records), there should be a setting to the action so that the URL in an attached portfolio would also be updated and we don't have to remember to manually do this. We have had 2 recent instances, one where we used APIs to update bib records using our old PURL manager to use our new one, only to find that the portfolio URLs also needed to be changed separately, and one where we have a batch of vendor records with changed…

    139 votes
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  12. Request an item belonging to a bibliographic record for which an item is already on loan to the requesting patron

    Hi,
    We have dedicated librarians working on digitizations, and sometimes the item they have on loan and like to scan is not suitable for the digitzation process (notes, underlining etc).
    They would then like to request another item. This request will be rejected in Alma due to policy. An item can not be requested when you already have a an item from the same bib record on loan. They would, of course, like to keep the original item on loan until they have checked if other items are more suitable.

    You are able to request if the items have different…

    136 votes
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  13. 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.

    135 votes
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  14. Do not publish to Primo bibliographic record if all its representations are inactive

    If a record does not include any material that the end-user can display or access, then it should not be searchable in Primo.
    For physical inventory, there is an option to enable the suppressBibWithSuppressedHol setting which means that if all physical holdings in a bib record are suppressed, then the bib record will automatically be suppressed from discovery.
    This idea asks to add similar option to digital content (Alma-D): when enabling the suppressBibWithSuppressedRep setting, any bib record that all its digital representations are inactive, will be automatically suppressed from discovery.

    134 votes
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  15. Increase customisation options for the resource sharing request form

    User experience testing that we conducted showed that most users prefer to place resource sharing requests via the resource sharing request form in Primo. Users also expressed frustration with some aspects of the form including the format of the fields. They also expected that the Library could add notices relevant to the resource sharing service to this page.

    The current options for configuring this form do not allow us to meet the expectations of our users. We would like to have more options for customising the page the form is on and the form itself. Specifically we would like : …

    134 votes
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  16. 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.

    134 votes
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    3 comments  ·  Analytics  ·  Admin →
  17. Control Purchase Request Display in Primo by Material Type

    Using display logic rules there is no easy way to show the Purchase Request link based on material type. We want to enable the purchase request link for ebooks, but not ejournals. I did come up with a hackey workaround by creating a GES that only does the identification of the journal and then a display logic rule to hide the purchase request if this GES is present, but there seems like there should be a better way to do this?

    133 votes
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  18. "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…

    132 votes
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  19. 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…

    132 votes
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  20. Automate Work Order creation based on item location.

    Boston College would like to be able to configure Alma so that work orders are auto-created for materials in a designated location when they are placed on loan.

    Here is the desired workflow:


    1. Item is loaned.

    2. At the same time, Alma automatically places a work order on the item.

    3. When the item is returned to the managing circulation desk the work order is triggered and the item is routed to the correct work order department for processing.

    The purpose of this request is to improve the management of the laptops that Boston College Libraries loan to patrons, and to facilitate…

    131 votes
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