Alma

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  1. 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."

    98 votes
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  2. Add the ability to batch change the expiry date of items on the hold shelf

    It can be useful to manipulate the Expiry date of items on the hold shelf. However you have to do this per item. It would be good to be able to batch update all items due to expire in a given period to a new value.

    97 votes
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  3. Sort of holdings with the same location by call number in the GetIt Tab

    Currently, the display of holdings in Primo for multi-volume monographs is random.
    Alma only allows to configure the order of locations by "their proximity to the patron, according to the library IP address”. However, holdings with the same location but different call numbers are not sorted in any meaningful way.

    When we catalogue a multi-volume monograph we create a different holding record for each volume, so we cannot use the “item sort routines” to adjust the display in Primo, because they only apply to items within the same holding.

    Currently, our patrons see things like this:
    http://primo.sns.it/primolibrary/libweb/action/display.do?tabs=requestTab&ct=display&fn=search&doc=39pisalma2150514590002521

    We’d…

    97 votes
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  4. 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
    96 votes
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  5. Allow inventory to be linked to multiple licenses

    We would like inventory to be linked to multiple licenses. Some resources are licensed with two entities...the content provider and the access provider. An example of this is APA. If we choose to have our APA content hosted by another provider (which is an option), we must have a license with both APA (content provider) and the access provider.

    Currently, we need to choose only one license to link the inventory to. Which one do we choose?

    94 votes
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  6. Allow renaming of normalization, indication, and merge rules

    Please allow renaming of normalization, indication, and merge rules. Right now you can only duplicate the rule and change the name of the copied rule.

    94 votes
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  7. Add checkboxes for the single positions at the invoice details in the invoice lines tab

    Add checkboxes for the single positions at the invoice details in the invoice lines tab.
    We create all of our invoices manually. Usually we don’t use the pro rata checkbox and four invoice lines for shipment, discount, overhead and insurance are created automatically.

    In most cases not all invoice lines are needed and we delete the redundant lines manually. Therefore it would be easier to have a checkbox for choosing these lines and to be able to delete all of them at once instead of choosing and confirming the deletion of each line separately.

    93 votes
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  8. Prevent Download Pictures (Alma Digital) when Download is not allowed

    Prevent Download Pictures (Alma Digital) when Download is not allowed

    When Access rights indicate to “Allow View” but not download, Alma viewer currently allows downloading the picture by “saving as”.
    The digital Viewer should prevent this option.

    93 votes
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  9. Additional "title" column under Funds and Ledger - Transactions tab

    Hi,

    Under Funds and Ledger - Transactions tab, we get to see fields e.g. Type, PO Line, Invoice Line, Amount, Reporting Code, etc.

    Can we request for an additional "title" column. It will be very useful (esp for expensive purchases, eg e-collection) to know the title without the need to click on each POL/invoice.

    Thank you.

    93 votes
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  10. 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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  11. Digitization Requests - remove 'next step' from process

    When managing Digitization Requests after 'Scan In', there is an obligatory 'Next Step' which has to be selected before getting the option to 'Attach documents' (and get the status from 'Digitization' to 'Document delivery'). Is it possible to remove this 'next step' from the Digitization process?

    93 votes
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  12. Add Previous and Next buttons to various screens

    After conducting a search and selecting a record to view, it would be nice to have Previous/Next buttons for navigation, rather than needing to always go "Back" and then select the next record in the list for viewing. This could also be useful in other areas, like the physical item editor, and perhaps in some Fulfillment functions.

    93 votes
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  13. Make Paying Fines/Fees-Waiving Fines/Fees a separate User Role in Alma and remove them from other roles

    The auditors at our institution require us to limit the number of staff members who have this ability. We had to ask Ex Libris to remove PAYFINESFEES PRIVILEGE and WAIVEFINESFEES_PRIVILEGE from a large number of roles, most of which didn't even relate to fulfillment responsibilities during our implementation.

    Our Student Assistants and Operators at the Circulation Desks should not have these privileges. But they did before we had them removed.

    Approving Manager and Operator, Producer Manager, User Manager, Editor Full, Assessing Manager and Operator, Arranging Operator and Manager are all roles that I don't understand, and…

    93 votes
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  14. Make the effect of exclude process from publishing on holdings configurable

    The current implementation of exclude process types from publishing has the side-effect, that a holdings record gets automatically suppressed as well if it only contains items which get suppressed based on the exclude from process types configuration.
    E.g. if you have process type=acquisition, material type=issue, exclude=true all holdings which happen to only have items with material type issue in process type acquisition are suppressed no matter what. This is bad in itself, since it precludes the possibility of offering additional information to our users via the 866 field.
    What makes things worse is that the bib record gets suppressed as…

    92 votes
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  15. The number of display record in one page can be more optional in Receive / Receiving Department Items

    We suggest that it is possible to select multiple records in one page not only 20 records but also 50/100/200 etc in Receive or Receiving Department Items. The number of display record should be optional or configurable for institution or personally.

    92 votes
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  16. MDE : holding field 852 - display only the libraries in the scope of physical inventory operator

    When creating a holding in MDE, the cataloger has to choose a library in the list of libraries of the institution for completing field 852 $$b.
    The full list of all libraries of the institution in displayed for the user, even if the user has a physical inventory operator role with a scope on only one library.
    As a result he has to scroll down the list of libraries to find his own library.
    It would be much quicker if only the libraries in his scope were displayed.

    92 votes
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  17. Can option for viewing 'Ready to be Paid' invoices be added to Acquisitions menu?

    In the 'Receiving and Invoicing' section of the Acquisitions menu,
    there are options for displaying invoices in various stages of processing: 'Review', 'Approve' and 'Waiting for Payment'. (See Alma_menu.PNG)

    It would be very useful to be able to display invoices 'Ready to be Paid' - i.e., which have passed the review stage and await running of the job for export to ERP, which changes them to 'Waiting for Payment' status.
    Can the menu be configured to include this option?

    92 votes
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  18. Identify headings linked to authority records in Simple Record View

    I frequently consult the Simple Record View page of bibliographic records when working on the Authority Control Task List. This view, however, does not indicate which headings are linked to authority records and which are not. The only place in Alma to confirm this is through the Metadata Editor.

    This proposal recommends adding a marker (such as the binoculars icon found in the Metadata Editor) to those fields in the Simple Record View with headings linked to authority records. This would save a step in the Task List review process, not to mention being helpful to any Alma user looking…

    92 votes
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  19. 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.

    91 votes
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  20. Ability to link to single interface records from vendor record

    At the moment, when you link to an interface from a vendor record in Alma the interface record cannot be linked to one that has already been set up. For example, if you have Vendor A and link it to Interface X you cannot also link Vendor B to Interface X. You are also unable to have two interfaces with the same name. This is required in situations where we have multiple vendors for the one interface. For example, SAGE journals are acquired directly through SAGE but the ebooks are acquired through iGroup. In this case we would like to…

    91 votes
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    Anonymous responded

    Submitted by Ex Libris PM on behalf of our customers

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