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3215 results found

  1. Display renewals in Item History

    In the Physical Item Editor, under the Fulfillment activities, we are able to see the Loan and Return history. I think it would be great to see Renewal information in this place as well.

    So many times, we have patrons disputing fines because the item was late and they renewed it thinking that it's not due on the original due date.

    It's true that when the item is checked out to the person you can see this when you click Actions>Loan History. But this does us no good when the item is checked back in and a patron comes to…

    84 votes
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  2. 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…

    84 votes
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  3. Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery

    We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.

    83 votes
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  4. Allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy

    I believe this is an expansion on this idea https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/31119715-title-level-request-and-item-level-request

    But we are dealing with ASRS in our case so I thought it might be a little more elaborate.

    We would like to have the option to allow each items’ request policy with specific parameters (location, keyword etc.) to be excluded from the title-level request policy.

    Currently we have "No requesting" as our general policy that's applied to all of our items except for the ones in ASRS. The problem is that when items with multiple copies and identical call number exist both at open-stack library and ASRS, the No…

    83 votes
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  5. Display perpetual coverage dates where no other coverage provided

    We now have the ability to log current access dates and perpetual access dates on a portfolio. However there is no way to display the perpetual access dates in Alma or Primo unless looking at the coverage tab of the portfolio.

    It would be good if there was an option to use the perpetual coverage dates as our display dates either by having an additional option for the local, global, local and global section, or just displaying those dates if local only is selected and there is nothing in the local section.

    We have titles that we had current and…

    83 votes
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  6. 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…

    83 votes
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  7. Reminders : extend the Add reminder functionality to other roles (only Cataloger now)

    Reminders functionality could be more effective if extended to other roles than only cataloger role. At least Electronic and Physical inventory operators should be able to add a reminder on a Bib record in a repository search result.
    The managing of reminders from Cataloging menu can be limited to catalogers.

    82 votes
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  8. Allow customization of close_paid_lost_loans parameter

    When the closepaidlostloans parameter to false and lost loans are closed (either manually or through the Close Lost Loans job), refunds/credits are not automatically given to patrons if the item is subsequently found and returned. When setting the closepaidlostloans parameter to true and the lost loan is closed (automatically setting the Lost and Paid status), a refund/credit IS applied to the patron’s account if the item is subsequently found and returned, providing the Lost Loan Refund Ratio is greater than 0.

    For libraries that wish to take advantage of this new Process Type, but…

    82 votes
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  9. 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…

    82 votes
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  10. Batch editing and deleting invoices

    There is currently no way to batch delete invoices. Old invoices can be an issue when it comes to deleting POLs. For those of us with thousands of invoices to delete, it would be extremely helpful to have a batch delete option.

    Additionally, a job to set invoices back to review (in bulk) would be very helpful.

    [If this idea has already been posted, please let me know]

    82 votes
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  11. NCIP request security

    Currently a valid NCIP request from anywhere can retrieve information about a given library's patrons. In order to exploit this, the attacker would need to know server address, institution code, code of the profile for ILL, all of the correct metadata, and the correct message type/formatting. It's not trivial to gather up all that information for a given institution, but much of the information is publicly available (e.g. NCIP message formatting is a public standard), and none of it is generally treated as a secret.

    Given the continuously evolving state of library systems security, it would be good to prevent…

    81 votes
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  12. Need a Physical items folder in the Course Reserves Subject area

    Items details are missing from the Course reserves subject area in Alma Analytics. So can't get Barcode and other item details for course reserves.

    81 votes
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    6 comments  ·  Analytics  ·  Admin →
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  13. Create a "sticky note" widget for individualized staff notes.

    It would be helpful to have a "sticky note" type widget available on the Alma homepage so that staff could record personalized ideas/instructions/reminders to themselves about Alma-specific work.

    The simplest version could just be a plain text box where staff could add/delete text as desired. A fancier version could allow for multiple notes to be created, storing them each with a title and create date and listing them all in the Widget.

    If we get really crazy there could be a setting to enable the user to choose whether the note is a public note (for all other Alma users…

    81 votes
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    3 comments  ·  Other  ·  Admin →
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  14. Scheduled analytics reports will not send when the reports return no results

    We often have to track incorrect data using analytics reports. If the analytics reports have no results (empty), then we do not want to see the reports emailed to us. In other words, if the analytics reports can catch incorrect data we design the reports to catch, then we would like Alma to send the reports to us. When an analytics reports return no results, it is in error, Alma should be able to identify the "no results" error, and stop sending us the empty reports. Bottom line, we do not want to receive analytics reports that are empty.

    This…

    81 votes
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    10 comments  ·  Analytics  ·  Admin →
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  15. Ability to edit a location instead of creating a new one

    We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.

    We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.

    This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).

    This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…

    80 votes
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  16. Producing the shipping forms by supplier

    Each time a request has been marked "Ship" or "Return", the request details will be collected on a "Shipping Form" (by supplier).

    When ready to ship a package -with returned/requested books- to another library, "print form" will:
    1. Produce a full detailed form to include with the box
    2. Will start a new form for future package.

    80 votes
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  17. Add warning for active title-level-requests when relinking or deleting holding records or items

    When relinking holdings and items to new bib records or deleting holdings or items, requests can get lost. This is the case if they are on the titel level instead of on the item level.
    (Cf. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/015_Managing_Physical_Resources#Relinking_Items_to_Another_Bibliographic_Record)

    Staff with the role Cataloger Extended or similar roles which allow for relinking and deleting of records, holdings, and items, would benefit from a warning that an active request is present on the title level (e.g. a pop-up) before a holding record or item is relinked or deleted.

    80 votes
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  18. Show folder and column details in filters in alma analytics where multiple columns have identical names.

    When creating a repost in Alma there are certain subject areas (e.g Physical Items) where a column name is identical across multiple folders.
    For example:
    Material Type (Physical Item Details)
    Material Type (Bibliographic Details)
    Material Type (PO Line)

    when viewed in "Create" view in Alma you can see the folder headings above the column headings and there identify which is which.
    However when used as filters, only the column heading is displayed - therefore it is impossible to identify which is which without clicking into each filter and looking for Column Formula to see which folder it comes from.

    Snip…

    80 votes
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    3 comments  ·  Analytics  ·  Admin →
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  19. E-Collections: Read-only access to Alma for other institutions

    We wish to provide read-only access to our Alma instance to other institutions in our consortium and vice versa so that we can compare setup more efficiently. The permissions need to be quite restrictive and prohibit access to financial, patron data, etc. but allow us to view E-Collection, Service and Portfolio level screens.

    When comparing set-up of our e-collections we are spending a lot of time discussing via email and sharing screen shots, which is not as efficient as being able to go in with a view privilege and compare in real-time.

    79 votes
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  20. Alma to DOCLINE OAI-PMH Integration

    Integration for automated harvesting of eJournal and pJournal holdings from Alma to Docline (National Library of Medicine's automated interlibrary loan (ILL) request routing and referral system).

    79 votes
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