Alma

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  1. 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 : …

    115 votes
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  2. Improve Alma Link Resolver’s performance with Pubmed IDs (PMIDs)

    Improve Alma Link Resolver’s performance with Pubmed IDs (PMIDs) such that it is as good or better than Serials Solutions’ 360 Link performance with Pubmed IDs. Areas where this is currently a problem include translation of OpenURL data from Pubmed over to Illiad through Alma Linker and Primo, item level linking between Pubmed, Alma Linker and Cochrane Library, and probably many other areas.

    112 votes
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  3. Alternative Call Number in Manage Patron Services-Requests

    In Manage Patron Services, tab Requests, we can’t display or add Alternative Call Number.
    For us is important the visibility of this field due to it’s our location system.
    We would like this field to be displayed.

    Thanks!

    112 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  4. Receiving workbench - more functionality

    Receiving workbench should be the most logical place to have an Open Expected Items button when you run out of predicted items. An option to withdraw expected items on the receiving workbench should also be available if during receipt the receiving operator becomes aware that an issue will not be published.

    111 votes
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  5. portfolio deactivation date

    Currently, when you create a local electronic collection, you have the ability to set "active from" and "active until" dates at the collection level. We have electronic collections where we purchase 1 year of access for select titles (collections such as Kanopy). It would be great if we could set deactivation dates at the portfolio level. With a deactivation date, once the year of access is complete, we wouldn't have to remember to deactivate the individual portfolios.

    111 votes
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  6. Allow Reinstatement of Fines/Fees

    Fines are occasionally processed in error or you might need to reinstate a fine payment taken on someone's account. We would like the ability to reinstate fines that have previously been paid or waived.

    109 votes
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    0 comments  ·  Fulfillment  ·  Admin →
  7. 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

    109 votes
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    3 comments  ·  Fulfillment  ·  Admin →
  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.

    109 votes
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  9. Initiate consortium fulfillment requests for items in another institution from Alma

    In our consortium, we would like to be able to place requests for items in other institutions on behalf of our patrons in Alma.

    Scenario: a patron (dean, faculty member, etc) calls the circulation desk asking if an item is owned by the library. Circ operator searches Alma and finds the item in a consortium library. Circ operator SHOULD be able to request item in Alma from the patron's record. Right now, circ operator has to tell the patron to search Primo and request on his or her own.

    109 votes
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  10. 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.

    108 votes
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  11. 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.

    108 votes
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    2 comments  ·  Analytics  ·  Admin →
  12. 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…

    109 votes
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  13. Add Storage Location ID to Export Physical Items job

    "Storage Location ID" will be added to Analytics in the January 2017 release but we also need to be able to get the Storage Location ID from the Export Physical Items job.

    107 votes
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  14. Add a view option for Attachments.

    Currently if you want to view an attachment (e.g. licence attachment, POL-attachment, etc) you have to download it to your computer. This is very annoying if you just want to have a quick glance at it as your are constantly cleaning out your downloads folder.
    It would be really great if there were a view option which either showed the document in a pop-up or opened it in another tab of your browser.

    107 votes
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  15. Ability to store & track VPAT® documents

    As part of the procurement or licensing process, many libraries may request that a vendor provide a VPAT® (Voluntary Product Accessibility Template) in order to indicate their compliance with Section 508 of the US Rehabilitation Act. It would be desirable if functionality could be developed somewhere in Alma that would allow libraries to track & report whether/when a VPAT was requested and received, which VPAT version was used, and local notes related to accessibility testing.

    106 votes
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  16. Automatic orders claiming

    At the moment Alma only sends one claim request to the vendor. If the ordered item is still not received, staff need to follow up and re-claim manually; usually a number of times.

    We would like to see claim cycle functionality in Alma so that we can configure follow-up claims based on a set interval per vendor, as well as a maximum number of claims to be sent before the order is automatically cancelled and the vendor automatically notified. It would also be useful to be able to see the history of claims for an order, and be able to…

    106 votes
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  17. Alma Templates: allow user-by-user customization of default holdings templates

    The shared MARC21 holdings templates in Alma offer customization of the template properties, allowing the selection of one template as the default. This customization applies to the entire institution, and not the individual Alma user. Therefore, when we have multiple catalogers working with multiple templates, they all have to conform to one default template. It would be useful to allow each cataloger to set the default template for their workflow.

    105 votes
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  18. Browsing Dewey in MD Editor

    We noticed that in Metadata editor the browsing in the 676 - Dewey field isn't available: we would like add the feature to scroll the lists from other records, as happens for the 6xx fields (subjects) and 7xx (authors).

    104 votes
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  19. 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…

    104 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  20. update collections job

    Allow Information Update for Electronic Collections. Sometimes, we need to add a public note to all of the collections that are tied to a specific interface, due to scheduled maintenance, or unexpected downtime. It would be great if we could add/remove these notes with a job. Some large providers, like Ebsco, Proquest, or Wiley can have over 15 collections we have to manually edit, which is a big time drain

    104 votes
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