Alma

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  1. Re-sequence MARC fields by each tag when running a normalization rule

    Currently, after running a normalization rule on a set of bib records, the bib records display the 5XX fields out of order, e.g. 500, 546, 506 etc. This occurs even after running the CnmarcBibReSequenceTask as fields between 500 and 899 are not sorted, or sorted only by hundreds (this was the information given to us by a member of staff when we reported the issue on the ExLibris Customer Portal).

    Having all fields in the correct order would ease any future cataloguing needed on these records, or when staff members view the record for work purposes.

    I've attached an example…

    160 votes
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  2. 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…

    160 votes
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  3. Please add the "suppress bibliographic record" to the log of the "view versions" in the MD editor

    Hello,

    We would like to have the ability to know when and by whom a bibliographic record was suppressed, when checking the "view versions" in the MD editor.

    Thanks.
    Dafna

    161 votes
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  4. SIP2 over https

    SIP2 further development: To provide ability to develop more versatile and agile self-service concepts and processes for the staff, it would be useful to take into use ‘SIP2 over HTTPS’ in Alma. The basic message between library automation and Alma would still be in accordance with the standard 3M/NISO, but message pairs would be encapsulated in XML.

    http://biblstandard.dk/rfid/dk/rfid_sip2_over_https.htm

    160 votes
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  5. 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…

    156 votes
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  6. Pop-up note when patron has something on the hold shelf

    When scanning the patron's barcode or searching for a patron in Manage Patron Services, can a pop-up notification be configured to alert staff that there are items held for the patron on the hold shelf?

    Currently, you have to look at the User Notes section on the right hand corner of the screen and it's gray text that does not draw attention. You can also look in the request tab if it is dog-eared but it will display all requests statuses; not just when an item is on shelf ready for pick up.

    Since patrons don't always check their email…

    157 votes
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  7. Ability to add notes to invoice lines from invoices that are paid and closed

    We are aware that one can edit notes on an invoice that is already paid and closed. However, for subscriptions, journals and continuations we often have the need to add/edit notes on the invoice lines of invoices that are already closed and paid. Manually putting the invoice back in Review to edit / add notes to the invoice lines doesn't solve the problem as this makes the payment information disappear which we then have to re-enter.

    We require the ability to add notes to invoice lines from invoices that were already paid and closed without having to re-open the invoice.

    156 votes
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  8. Batch deleting PO's

    There is currently no system job to delete PO's. These have to be done manually using the Acquisitions>Purchase Order>Delete PO function individually in ALMA.

    We have 1000's of old orders migrated from our legacy system that are no longer required. We also now only keep 7 years worth of orders in line with current financial practice and so would like to be able to set a job to batch delete at rollover into the new fiscal period.

    155 votes
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  9. Claimed returned option for Lost items

    In our previous system, with one click we were able to change items to Claimed Returned status, no matter what their current status was. one click and it was done.
    But in Alma, for some reason, this is not possible once the item has been declared Lost. One has to go through a long and convoluted process creating a file and saving it then creating a set and saving it then running a job on the set. This involves three pages of instructional documentation and about 15 minutes of staff time every day.
    We often have items claimed returned when…

    154 votes
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  10. Consultation in Alma FF

    There is no easy solution in Alma FF to indicate that an item has been consulted in the library and that it can be reshelved.

    When items are placed on the hold shelf and are briefly consulted in the library, there is no easy way to directly reshelve them in Alma FF. The workarounds are far from ideal and are very labour-intensive when facing a large amount of physical requests: cancel the request (but this is not correct and influences our request statistics) and reshelve via the expired hold shelf, update the expiry date to yesterday (but this requires a…

    153 votes
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  11. 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?

    152 votes
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  12. Ability to run Analytics reports on Alma Configuration settings

    It would be exceptionally helpful to be able to run Analytics reports on all areas of Alma Configuration.

    It should be possible both for each individual library to run the reports on their own behalf, AND for libraries belong to a consortium, possible for consortial staff to run the reports across all institution zones simultaneously for comparison between member IZs.

    Use cases:
    1) Reviewing a spreadsheet containing all of the settings in a configuration area makes settings review easier, and reduces errors. Needing to click between screens and take screenshot to compare settings is cumbersome, and leads to mistakes or…

    152 votes
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    3 comments  ·  Analytics  ·  Admin →

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  13. Local Authorities for Network Zone linked records

    Alma provides the possibility of local authorities for cataloguing in an Institutional Zone and its local records. Unfortunately I cannot use those local authorities if I work in a Network Zone environment for records linked to the Network Zone.
    I would like to:
    a. define the local authority in the Institution Zone.
    b. Link to this local authority in a local field 6XX (= with $$9LOCAL) via F3 in MDE even if the bibliographic record is linked to the Network Zone.

    151 votes
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  14. "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.

    147 votes
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  15. Enable bulk due date changes based on a set of items listed by barcode

    We've had occasions where it would have been useful to be able to create a set of items, for example, in Alma Analytics. Then to take that set of items, e.g. a CSV or Excel file listing the barcodes, and then to update the due dates of all those items, to a new fixed value.

    This is similar to the current Bulk Due Date Change functionality, but with the addition of uploading a list of items to change.

    Regards,

    Ciaran

    The University of Manchester Library

    146 votes
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  16. Multiple Quick-Cataloging Templates

    Scenario:
    There are multiple workflows and purposes for which the Quick Cataloging interface is used. For example, in course reserves, staff frequently need to create records for different resource formats beyond book and article. Staff at the circulation desks need to create records any time an item brought to the desk is not found in Alma, and these resources can take any form - from sound recordings on CD to equipment like laptop chargers.

    Problem:
    Not all of these materials fit the current “book” and “article” templates provided for Quick Cataloging. To enable efficient use of the Quick Cataloging feature,…

    146 votes
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  17. Allow configuration of which columns are in the the Print Slip Report

    For institutions that handle a large number of Patron Physical Item, and other request types dealing with their physical inventory, the Print Slip Report available under Fulfilment>Resource Requests> Pick from Shelf is a crucial workflow tool.

    However the report output is inflexible, including columns which are irrelevant to many customers and which require hiding/deletion in Excel formats before being printed for onward process by library staff.

    It would be a huge improvement to be able to configure the columns that go into this report to ensure that only the key ones are downloaded for each circulation desk's pick from shelf…

    145 votes
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  18. Show Pickup location in the tables "Requests" and "Loans" in Patron Services

    It would be helpful ig the information “Pickup location” could be added as a column in the tables “Requests” and “Loans” in the “Patron services” in order to see the destination chosen by the Patron. Furthermore, the "Pickup location" should be displayed in Primo in the patron’s account - also in the "Loans" not only in the "Requests".

    145 votes
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  19. 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.

    142 votes
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  20. On-shelf requests for specific user groups

    We have limited human resource for picking up the items for on-shelf requests. Therefore, we hope this service is only available for patrons in need, for example, disabled patrons or distinguished professors/researchers.

    Therefore, we need Alma to support “specific user groups’ to “request for on-shelf items”, and “pick up in different library/campus only”. It would also be nice if we can limit the number of on-shelf requests in a period of time.

    This will definitely help librarians to provide precise service efficiently!

    142 votes
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