Alma

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  1. 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.

    133 votes
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  2. BATCH JOB TO CREATE ITEMS

    We need a batch job to add items to existing holdings records. During migration we did not realize the importance of having items for display in Primo. One of our locations shows (0 copies, 0 available) when we do have non-circulating copies.

    127 votes
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  3. Enable bulk updating of items from spreadsheet based on barcode

    It would be very useful to be able to bulk edit item records from an uploaded spreadsheet of physical items in much the same way that portfolios can be updated via uploading a spreadsheet.

    I'm particularly interested in being able to bulk change data in the Enum/Chron fields in serials. I imagine this might have to be coupled with a regenerate job.

    128 votes
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  4. Allow staff level renewing of items marked as "lost", or the ability to bulk process from "lost" to "found".

    I'd like the ability to either allow staff to renew items listed as "lost" or at least be able to bulk process items marked as "lost" to "found" so we can then renew them.

    127 votes
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  5. 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.

    127 votes
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  6. Fines and Fees report Excel output is dumb

    Okay, in what universe does having the Fines and Fees report output the money amounts as text make any sense?

    It just adds extra steps if you want to work with it - first convert that text back into numbers, then format it as currency.

    It should be exported that way to begin with.

    127 votes
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  7. Searching for a title with "&" should also search "and" when searching for PO lines and invoices

    When searching for a title in any of the Acquisitions (i.e. Order Lines, Invoices, Vendors, Funds, etc.) filters, searching for a title containing "and" should also pull up any results with an ampersand (&) in the title.

    e.g. Searching the title "Law and Inequality" will not find the title's PO line unless it is spelled as "Law & Inequality."

    127 votes
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  8. "Maximum renewal date" should be viewable on Alma

    "Maximum renewal date" should be viewable not only Primo, but Alma. Patron can see his/her "Maximum renewal date" by him/herself, but staff can NOT check it.

    126 votes
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  9. Adding new labels to a letter in Alma

    In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails
    I want to add new labels with translation field.

    For example the OrderListLetter.xsl has the following codes:

    department; billingaddress; date; issnisbn; sincerely; addressFrom; Cc; Bcc; note; letterName; orderdate; subject; polinenumber; price; quantity; shippingaddress; shippingmethod; title; vendoraccount; placeorderintroduction

    In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Customize Letters

    We want to add a new header cells, for example:
    <th>@@publication_place@@</th>

    Is there possible to add new codes in “Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails”?

    126 votes
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    3 comments  ·  Other  ·  Admin →

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  10. 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…

    126 votes
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  11. Include the full physical item's History - Item Changes in analytics

    Analytics captures a Physical Item's Modified By and Modification Date, however this only tracks the most recent change to an item, and it does not describe the change made.

    I'm hoping Analytics can be expanded to include all of the detail that can be found on the item's History - Item Changes report within Alma, including:

    *Date
    *Operator
    *Field Name
    *Old Value
    *New Value

    123 votes
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    2 comments  ·  Analytics  ·  Admin →

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  12. 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!

    122 votes
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  13. Enhanced “In Transit” flow/functionality

    We encounter a lack of important functionality to efficiently follow-up on In transit requests (physical item requests to another pick-up location). We would like the functionality to be extended with the following additional features:
    1. A patron facing letter when the requested item is placed “in transit” by the owning library, so that the patron is better informed of the status of his request.
     We want to create a situation that once a requested item is being transported, there is in fact no way back and a fee needs to paid.
    2. To make it impossible for patrons to…

    122 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.

    122 votes
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    3 comments  ·  Other  ·  Admin →

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  15. Related holdings displayed only after "direct" holdings in the brief results

    Currently, only 5 holdings are displayed in the "Physical" tab in the brief results list in Alma. In many cases holdings and "related" holdings are mixed and displayed without any particular ranking. Especially when many of them are present, it takes many clicks before one can exclude the related holdings and obtain a list of all holdings linked directly to a record.
    The "Physical" tab in Alma could be changed like this: all holdings linked directly to the record are displayed first (regardless of the library), and only then come the holdings of related records.

    121 votes
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  16. More humanity in the letters: add the name of librarians who take care of the requests

    Automatic processes in Alma make library staff save time and efforts, but also significantly reduce human interactions with patrons (very few emails are personally sent by librarians to patrons). Lots of Alma letters sent to patrons are nameless and only signed by generic service names like "Acquisitions Department", "Circulation Desk", "Library ABC" etc. (see @@department@@ in the Labels). Some staff members suffer from this dehumanization in the processes.

    We want to give a name and a face to a request when patrons get notified and would like to enrich some Alma letters with the name of the librarian who took…

    118 votes
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  17. Allow batch deletion of user notes

    It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.

    There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…

    119 votes
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  18. Add Rapid ILL lending categories to Electronic Collections in Alma

    Please add a new Rapid ILL lending status field to electronic collections so libraries can indicate the following Rapid ILL lending statuses and more easily create logical sets to automatically send holdings to Rapid:
    • LendableInternational: You are able to fill lending requests from any other Rapid libraries around the world. This is typically the Lendable value used for print materials that you want to make available in Rapid.
    • LendableCountry: You are able to fill lending requests only from Rapid libraries in your country. This is typically the Lendable value used for electronic materials.
    • LocalOnly: You are not…

    118 votes
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  19. Add Electronic Service information to Analytics E-Inventory subject area

    Information at the Electronic Service level in Alma is not searchable in advanced search or Analytics - it can only be accessed by individually viewing a single electronic service. Making service-level information accessible through Analytics would enable searching across all collections for troubleshooting or updating information.

    I am particularly interested in the Electronic Service Public Note field. Portfolio Public Note and Electronic Collection Public Note are already available through Analytics. Making Electronic Service Public Note available would allow me to view all the Public Notes that appear to our users and update them as necessary.

    117 votes
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    4 comments  ·  Analytics  ·  Admin →

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  20. Hold shelf request slip letter - new regex code table to create pickup number based on internal identifier for Resource sharing requests?

    In 2018, a new letter for hold shelf items was introduced thanks to this idea exchange (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32042020-new-letter-for-hold-shelf-slips) It has been very helpful in managing physical item requests, since the letter is customizable.

    We see that improving this letter to also include pickup numbers for resource sharing requests/physical non-returnable. Since these requests do not get a Request ID which then becomes the Additional ID - but rather an Internal ID – the letter could be improved to include a portion of the Internal ID as the pickup number.

    For instance, a RS request has the internal ID 4177325980002286. Following…

    118 votes
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