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Alma

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1903 results found

  1. Permanent collections

    Colecciones permanentes:
    Si un título tienen todos sus ítems asignados a una colección permanente de documentos perdidos, extraviados, descartados, etc. , el sistema Alma debe evitar que el registro se recupere y visualice a través de Primo, esto a fin de que los usuarios no visualicen un recurso que no tiene la biblioteca y a fin de evitar de realizar otro proceso de cambio.

    Permanent collections:
    If a title has all its items assigned to a permanent collection of lost, missing, discarded documents, etc. , the Alma system must prevent the registry from being recovered and viewed through Primo, so…

    93 votes
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  2. PO Line and invoice attachments: Upload/View/Edit/Delete - additional user roles needed

    It is possible to upload attachments to a PO Line or an invoice. These attachements can be viewed, edited and deleted as well.

    In case of using Alma as (the only) data storage for e.g. invoice PDFs, it is very important that attachments can be deleted only by specially privileged staff users. Deletion might be necessery e.g. because of erroneous uploads.

    Looking into the 'Roles Reports' shows that there is no 'Delete' option listed (so Edit means also Delete):

    Purchasing Operator / Purchasing Manager

    • polineattachments.xml ... View Edit
    • po_attachments.xml ... Edit
    • invoiceattachmentstab.xml ... View
    • poline
    92 votes
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  3. Set preferred SMS default to "Yes"

    When adding users manually in Alma the phone number has a parameter called "Preferred SMS" which is automatically set to "No". It controls whether Alma sends SMS' to the patron or not. It can only be changed after the profile is first saved. Hence it is ease to forget to toggle this setting.

    We would like to have the option to choose the default setting for Preferred SMS, or the option to toggle this setting before saving on the "Quick User Management" registration form.

    92 votes
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  4. Customize Alma search indexes

    We would like to customize the search indexes in Alma for all MARC21 fields (not just localized fields). For instance, in the Alma advanced search > all titles > "Title" > we would like to change to "245 (Title)" to make it easier to identify the MARC21 field we want to search.

    91 votes
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  5. Add Storage Location ID as column choice in Item View screen

    We would like to view Storage Location ID in the item view screen within Alma: https://www.screencast.com/t/1fJ1IyCq

    We can now access in Analytics however staff would like to be able to see this field without having to run a separate analytics report to see the data.

    Thanks!

    90 votes
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  6. Linking several Electronic Collections to one PO line from within the order

    In Alma it's possible to link several Electronic Collections to one PO line. This is very helpful for us. To do so you can just write the PO line number in the field PO Line in the Acquisitions and License Information in the Electronic Collection Editor. But there is no way to do it vice verse, to link the order to multiple electronic collections from within the order. This would be very important for us, especially for those cases where the Electronic Collection is not in our IZ but in the NZ, so that we are not able to edit…

    89 votes
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  7. Add pickup library code to On Hold Shelf Letter (FulPlaceOnHoldShelfLetter)

    In our consortial environment we are maintaining a public list of libraries. The patrons can see the library contact information there for each library in our network - https://libraries.swisscovery.help.

    We would like to add a URL link to this list to specific pickup library where the user has to pickup the title mentioned in the On Hold Shelf Letter (code FulPlaceOnHoldShelfLetter).

    Unfortunately, the pickup library code is not available in the letter XML. There are pickup library name (request/deliveryaddress) or combination of library name and circulation desk name (request/calculateddestination_name). But these are not suitable for URL linking.

    88 votes
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  8. Display the date a work order is created

    When a work order is created to put an item in process internally ("Technical Services (CAMS)" or "Show to supervisor" or "Preservation") it would be helpful to have Alma display the date this status change happened.

    It could be in the "item history", and/or the "In process" display, and /or in the "list of items." Currently, the receipt date is the last date displayed in these locations, which does not help with locating an in-process item.

    88 votes
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  9. Add purchase model to more auto-holdings.

    It is great to have purchase model added automatically for Ebook Central og JSTOR Books holdings, and it would be even better if we could get purchase model also when using auto-holdings for publishers such as Elsevier, Springer, Wiley, Taylor & Francis and de Gruyter. We have evidence based acquisition agreements with all of these publishers and it would be very helpful if we could see which titles were in the EBA corpus and which we have purchased, either through the EBA or by earlier collection purchases.

    88 votes
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  10. merge vendor records

    Most libraries have multiple records for the same vendor. This is often the result of migrated records from a previous system, but can also occur because of changes in library workflows or even the acquisition of one company by another.

    Currently, the only option is to choose one vendor record going forward and stop using the other vendor records. However, this creates extra work for libraries, such as changing the vendor on purchase order lines and including multiple vendors when running reports on historical expenditures. The ability to merge vendor records would solve these difficulties.

    88 votes
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  11. Short Loan Reminder - overdue notice doesn't display due time

    The Short Loan Reminder uses the Full Overdue and Lost Loan Notification letter for the overdue reminder (sent x minutes after due time). This letter does not display the due time of loans however, and is not configurable.

    88 votes
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  12. Ability to define a shipping address per PO line

    We need the ability to define a different shipping address than the library billing address per PO line. The address should be included in the XML of all vendor-facing letters, be searchable, and be included in the Excel lists exported from the search results.

    Use Cases:
    - A central library manages subscriptions to journals and newspapers that are sent directly to end users by the vendor.
    - Several libraries are integrated into a single Library in Alma but send orders independently to vendors, expecting delivery to their local addresses.

    87 votes
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  13. Alma bookings - concurrent bookings issue

    Our institution wants to introduce bookings in Alma for our High Demand loans, which are 3 hours.

    The main issue we’ve found is concurrent bookings, see scenarios below, with a 5 minute exclusion set up:

    • A books item for 11:40-12:40 - however doesn’t borrow the item within the 5 minute exclusion

    • B books item at 11:46, for 11:50-12.50

    • A checks out item at 11:53, despite booking for B at 11:50

    What is needed is some mechanism for bookings to expire automatically once the exclusion period is reached.

    87 votes
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  14. Add scheduled job which Recalculates Rota Assignment on Resource Sharing Borrowing Requests in Locate Failed Status

    We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota unfilled, and…

    86 votes
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  15. Purge User Records - allow to keep users with Blocks

    Right now the Purge User Records job does not delete users with active loans and users with a fee > than a specific threshold.
    Users with active Blocks are instead deleted.
    Adding to Purge User Records job an option allowing to keep the users with blocks would be very useful.

    86 votes
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  16. Add Alma support for microlanguages and language codes recognised by Library of Congress, including Austlang

    Alma’s support for Language for search indexing, facet, and display is hardcoded for 041 to the 3 digit MARC Code List for Languages.
    This excludes languages recognised by Library of Congress, such as Austlang languages which were recognised more than 6 years ago in 2018.
    This issue has been addressed in Primo in 2021 and 2022 with customer advocacy efforts, but remains a glaring omission within Alma.
    See details: https://igelu.org/primo-support-for-austlang-and-iso-639-3/

    The only option currently within Alma for searching this data is to use the keyword field to search by information such as C15, and then use the Language filter to…

    86 votes
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  17. Enable the ability to make an item missing that has a process type

    In order to mark an item 'missing' it currently has to have a status of 'item in place'. However, many items that have a status of 'item not in place' need to be marked as missing. If an item gets lost in transit from one library to another or has a process type of technical migration and cannot be found, those items need to be marked as missing.

    The current process requires that these items be checked in so they do not have a process type before they can be made missing. This seems counter intuitive to check in an…

    86 votes
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  18. Show Interested User name directly in the PO Line list when receiving new material

    Currently, for PO Lines with interested user(s), we can only see a green "V" in the PO Lines list when receiving new material in the Acquisition Department.
    Since we increasingly use Purchase Requests to order new material, we almost always have IUs in the PO Lines. These IUs can either be patrons or staff members.

    We'd like to be able to see straightaway the IU's name(s) when receiving, either directly or when flying over this green "V".
    It would save us a few clicks to be able to see quickly the Interested User's name. And it is important for us:…

    86 votes
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  19. Add to the Purchase request's "Approve and Order" action an option to select a PO line template.

    This idea was submitted on behalf of Alma's Product management team as we would like to understand the need and use cases of the idea's description below - any comment is welcome.

    Currently it is possible to save PO line as a template and utilize this template any time a new order is created (using the designated "Load from template") option (see attached image 1).

    The suggested idea is to allow users the option to choose a relevant PO line template when approving a purchase request (see attached image 2), this will allow the PO line created from the purchase…

    86 votes
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  20. Possibility to open a record in MDE with MMS ID in URL (Deep Link)

    At the moment it is not possible to create a link from an external system or a document which opens the MDE for a given MMS ID.

    We would like to speed up the workflows of our cataloguers by having a possibility to generate links to Alma for a list of MMS IDs.

    e.g. https://{alma domain}/mde/?mms={mms id}

    This could then used by external tools to generate a "show" or "edit" link for our cataloguers.

    It would also be possible to generate such links in an Excel document with MMS IDs by using a formula to generate such links, which would…

    85 votes
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