Alma

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  1. 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.

    123 votes
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  2. 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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  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.

    122 votes
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  4. Cancellation Reason Customization

    It would be very helpful to be able to customize the Cancellation Reasons with a code table of some kind. Especially since the Cancellation Letter appears to pull directly from the Cancellation Reasons drop-down, being able to customize the cancellations would give flexibility in the wording of the letter and encompass any further changes to Cancellation Reasons in the future.

    122 votes
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  5. 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.

    121 votes
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    3 comments  ·  Other  ·  Admin →
  6. 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."

    119 votes
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  7. 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…

    117 votes
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  8. 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…

    117 votes
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  9. Shelf Report - Figuring out items that are not in call number order

    When running a shelf report for a set or call number range we want to know if any items are misshelved in the sense that they are not in the right call number order. As far as we can tell this is not possible but is an essential part of our inventory checking. For example, if we are running a shelf report for all items in our early childhood education collection we want to be able to determine if items within the collection are shelved in the wrong place according to their call number so that we can go to…

    116 votes
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  10. 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.

    116 votes
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  11. 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…

    115 votes
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  12. 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…

    115 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…

    115 votes
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  14. 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…

    114 votes
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    3 comments  ·  Analytics  ·  Admin →
  15. Add block action for patron digitization requests in User Block Definitions

    The configurable blocked actions for user blocks in Alma are:
    01 – loan
    02 – loan, renew
    03 – loan, renew, hold

    It is therefore possible to configure that blocked users are not allowed to place requests at all.

    We propose a distinction between the different request types in blocked actions.

    Blocked users should be able to place hold requests, as it can be checked at the latest at the time of loaning whether there is a block, and users then have to take care of the unblocking (e.g. by paying fees) in order to be able to loan the…

    114 votes
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  16. Add the ability to set individual user preferences or defaults when creating item records.

    Each user should be able to set preferences for Item record fields that match their particular workflow. For example - make it possible to set a temporary location default for when an item record is created. Make it possible for the receive date to be automatically filled in with current date.

    113 votes
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  17. Improve Display Logic in Alma Uresolver to show all variant coverage statements in a collapsed menu

    Ideally, Alma should be able to display ALL unique variant coverage statements when showing a collapsed menu.

    If a library uses the Display Logic rules to for example show Proquest as an option only once in a services menu, this works very well where a journal may be in 12 Proquest databases with the same coverage.

    However, when the coverage varies significantly between these databases, Alma uresolver will still just show one of the coverage statements and a user will only see a subset of holdings and believe this is all the library has. (eg Nursing standard in Proquest is…

    113 votes
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  18. Title starts with search in Advanced Search

    Change "Title Starts With" search in Advanced Search

    There are situations when it's easier or more efficient to search by the beginning of the title. However, the “Title Starts With:” search in Advanced Search in Alma requires the user to know whether the title begins with an article (A, An, The) or not, and if so, which article it begins with. So users are expected to remember if a title begins with "A", "The", or no initial article in order to perform the search successfully. Why not just return both results, and let the user decide, instead of forcing them…

    113 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…

    112 votes
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  20. 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.

    111 votes
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