Alma

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  1. 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.…

    143 votes
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  2. 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.

    143 votes
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  3. 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!

    141 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  4. Collaborative Collections Retention Item Designators

    Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to commit to hold specific items. Currently, there is no way to mark this in records unless in free text notes, and no system checks in place for items to prevent accidental weeding of items that libraries have committed to retain. This idea outlines system functionality to ensure that libraries can safely manage committed collections.

    • Two new fields in Alma Items: a Committed to Retain check box and a Retention note free text field (minimum of 200 characters)

    •…

    140 votes
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  5. "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.

    138 votes
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  6. 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!

    138 votes
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  7. 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…

    137 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  8. 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?

    137 votes
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    3 comments  ·  Fulfillment  ·  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…

    133 votes
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  10. 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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    0 comments  ·  Fulfillment  ·  Admin →
  11. Delete unwished licenses

    We need the feature to delete unwished licenses. We mean delete and not display those licenses to the licenses list.

    127 votes
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  12. Allow cataloguers to choose which names are linked to authority files

    Allow cataloguers to choose which names are linked to authority files

    This is important because the all on or off automatic linking creates links for unqualified names and catalogers want the option to verify and thus link names in the way it is done in connexion.

    This when the authority data is updated - every record attached to it is improved and unqualified or non-established names do not get affected.

    124 votes
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  13. Adding more scheduling options for emailing Scheduled Reports (Alma Analytics Objects)

    Currently, there are limited scheduling options for emailing Scheduled Reports (Alma Analytics Object area). Many of our users need reports delivered on the 1st of each month in order to capture the previous month's data. The only option right now somewhat close to that is delivery on the 2nd of each month. This doesn't work for us because it adds the first day's worth of data from the next month to the previous month. I propose adding delivery options for the 1st of each month. Better yet - how about offering a drop-down list where users can choose a certain…

    123 votes
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    16 comments  ·  Analytics  ·  Admin →

    Hi everyone. This will be considered. First a comment and a question.
    Regarding “how about offering a drop-down list where users can choose a certain day of the month for report delivery”.
    This will not happen. Jobs of this nature need to be scheduled so that resources can be properly distributed.
    Regarding adding additional time, that may happen. Now a scheduled report has the following possible options. What would you like to see added and or changed?
    Every Monday at 03:00
    Every Monday at 07:00
    Every Monday at 09:00
    Every Day at 03:00
    Every Day at 07:00
    Every Day at 09:00
    On the 02 of every month at 03:00
    On the 02 of every month at 07:00
    On the 02 of every month at 09:00

  14. 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!

    123 votes
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    2 comments  ·  Other  ·  Admin →
  15. 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.

    121 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  16. "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…

    119 votes
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  17. More order type options for Additional Orders

    We would like more order types to choose from when creating additional orders on a portfolio using the “Additional Order” button. Particularly, Electronic Book - One Time and Electronic Title - One Time.

    Currently there are only a limited number of order types available when creating an order via this method. This creates inefficiencies, because using the Additional Order button is the easiest, quickest and neatest way to create an additional order on a portfolio.

    An example of where this change would be helpful is when purchasing additional copies of a limited-user ebook. Because we don’t have the option of…

    119 votes
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  18. controlled vocabulary list upload

    Hi,

    Instead of create term by term when working with controlled vocabulary, enable the option of upload an excel file or any csv file that will do that.

    117 votes
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  19. Add a linking job for mass linking of NZ records to IZ

    Currently the only way to use records from NZ in an IZ is to search them in the NZ and perform an action like "order" or "link" on every single record one by one. There are, however, situations where an IZ wants to use a bulk of records. For this purpose we need a possibility to link records in bulk and create inventory for the linked records.

    We imagine a linking job that takes as an input a logical or itemized set of records saved from a search in the NZ. The linking job can create physical and electronic (and…

    115 votes
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  20. Ability to find bib records with attached PO lines but no inventory

    Problem:
    It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.

    Use Case:
    The ability to find bibs with only PO lines attached is necessary in order to keep the database…

    115 votes
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