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1891 results found

  1. Please add restrict request function for fulfillment network requests in Primo VE between institutions.

    We are a library consortium facilitating interlibrary loans through a fulfillment network with Network Zone, rather than AFN.

    It allows patrons to find items from other institutions directly and request them. Our goal is for patrons of Institution A to use Institution A's Primo VE to request books from Institution B.

    If Institution A has the book available for borrowing, requesting the book from Library B will not be possible.

    Implementing the above feature in Alma to restrict requests in this manner would not only save shipping costs but also reduce waiting times for patrons.

    We previously submitted this requirement,…

    127 votes
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  2. Display of the 1,000 most recent linked data records in Alma and Primo

    It is not possible to display all linked data records since the number is limited to 1’000. For better user convenience, at least the 1’000 most recent records should be displayed and not the 1’000 oldest or randomly selected records.
    Especially in the case of journals and monographic series that have been published for a long time, 1,000 linked records are not uncommon and the most recent ones are usually of interest.

    12 votes
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    0 comments  ·  Linked Data  ·  Admin →
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  3. l.walton@westernsydney.edu.au

    Currently it is not possible for locally created collections to be displayed in Primo under the Collection facet. Please consider mapping this facet to local collections

    3 votes
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  4. Ability to Set "Current Year" Embargoes

    In Alma, coverage settings for embargoes assume a "moving wall" style of embargo where new content is available every month. However, some periodicals operate on the basis of a "current year" style of embargo where coverage is fixed throughout the year, and only rolls over in January.

    Currently, our only solutions to manage a "current year" embargo are to either set a shorter embargo, meaning unlicensed content would be discoverable in Primo or to set a longer embargo, meaning not all licensed content would be discoverable in Primo.

    We'd like to see functionality that would allow us to set fixed…

    17 votes
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  5. Add "License Type" filter

    Under the licenses tab, you're able to view all licenses and amendments that your institution has created. There are currently two filters: "Status" and "Review Status".

    It would be helpful if there was an additional filter for "License Type" so that we can filter the list down even further to view only Licenses or Amendments. Some of our licenses come with a TON of amendments, and it's not always ideal to see licenses across multiple pages when I may need to review things regarding our Master Licenses.

    1 vote
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  6. Booking request - possibility to configure a blocked period

    We are using the booking request for technical equipment which has to be prepared for lending previously. We want that an item can not be booked shorter than 3 days in advance, so the team is able to prepare everything. This ist not configurable yet.

    27 votes
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  7. Add the "Assign selected" option to In Review Invoices and unassigned Purchase, Lending and Borrowing Requests

    Since the introduction of the New unified PO Line Task list, we can bulk assign PO lines using the "Assign selected" option. This is very useful.

    We would also like to be able to do this for unassigned invoices and requests in review (Purchase Requests, Lending Requests and Borrowing Requests). Currently, we can only assign invoices and requests one by one and this may sometimes be time consuming.

    Specifically for our invoices, many of them are created by EDI, and this "Assign selection" option would be very helpful to quickly assign them to the appropriate invoice operator to finalize their…

    43 votes
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  8. Provide fulfillment configuration utility information in an API response

    Currently, testing configurations requires manually pasting information into the Fulfillment Configuration Utility and then reviewing output.

    It would be much more helpful if an API could accept a list of users and barcodes and return the output of the fulfillment configuration utility - names of the matched rules, or names + policy values. That would allow for much more robust and efficient testing of configuration.

    3 votes
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  9. Make headings and descriptions editable for PO Lines without Inventory

    It is possible to create a PO Line without inventory by using the "Order without Inventory" option in the Acquisitions area of Alma. When creating such an order, Order Heading, Alternative Heading, and Description are all required fields. However, these fields are not editable after the order is created, so if you make a typo or there is a change to the name of a service (or whatever it is you are ordering), it is not possible to update that information in the heading. Ex Libris should make these fields editable after the order is created.

    10 votes
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  10. Add Reporting Code 4 and 5 to XML Invoice Export

    Currently only Reporting codes 1, 2, and 3 are included in the invoice XML that is exported from Alma. This has been confirmed with Ex Libris.

    It would be useful to include the other 2 reporting codes as well.

    2 votes
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  11. Resource Sharing API should consider coverage of local inventory

    The API for resource sharing is currently not considering coverage when checking for local inventory, which means that all resource sharing requests for an owned title will be rejected by the API unless the override parameter is set to true. Resource sharing requests for articles not available due to embargos or limited coverage will thus be rejected by the API. Using the override parameter on the other hand, resource sharing requests for available material will be accepted. This is less than ideal.

    The API for resource sharing requests should consider coverage for local inventory, and only reject requests that are…

    25 votes
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  12. Overdue lending requests - sort by overdue-date

    In regards to overdue lending requests, it would be very beneficial to have the option of sorting by due date. By sorting this way, you could tackle the documents that have been kept out of circulation the longest first, with one (or two) clicks.

    Per 13.05.24, the options we can choose from in the "sort by" drop-down menu are:

    • Last interest date
    • Update date
    • Creation date
    • Title
    • Shelving location

    There are toggleable due-date spans in the facet menu. A sorting function would still be beneficial.

    4 votes
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  13. Make "Order:#" icon larger

    The icon (the number itself) is tiny and unnecessarily complicates looking at the orders. Make it bigger? Make the word "Order" the thing to click on? This sounds like an obnoxious request, but the number is so small!

    3 votes
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  14. Batch printing Labels and RFID tags in one action

    I'd like to be able to select newly added (or old) purchased stock and print their labels and RFID tags. Printers are available to do both. Spineomatic app still requires manual adding of barcodes which wastes time.

    3 votes
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    0 comments  ·  Other  ·  Admin →
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  15. Add option in Analytics to report on user notes that are set to pop up note

    Alma does not currently offer the ability to use Analytics to identify user notes that are set to pop up. We would like to be able to more easily identify these notes that are set to pop up to prioritize them during a user note clean up project.

    8 votes
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    0 comments  ·  Analytics  ·  Admin →
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  16. Interface field "Admin Documentation" - Extend default display size

    The Interface field "Admin Documentation" contains often a lot of text which covers several rows.

    In order to read the content of the field more quickly without scrolling, It would be helpful if the default display size of the field could be extended - ideally to four rows instead of two.

    8 votes
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  17. Make "Change expected date"-button available for unclaimed PO lines

    Currently, the function “Change Expected Date” is only available, when a PO line is in claim.

    However, it happens often, that vendors announce a delayed publishing date before a POL is claimed. It would be very practical, if in cases like these, the expected date could be changed via the button "Change Expected Date" as well, instead of having to open the POL > Edit > Change date > Save.

    It would save a few clicks and allow us to use the same workflow for the same task.

    79 votes
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  18. Tasks menu – customising display options.

    UNSW Library are proposing that libraries can determine the options in the Alma Tasks menu “Citations” and “Reading Lists” display.

    In Alma the Tasks menu displays as a widget or clipboard icon. (See screenshot)

    The Tasks menu is an important feature for monitoring Citation/Reading List statuses. Over the years we have created local statuses and would like to build these into the display. As well as remove those statuses we do not need to monitor.

    The benefit of this customisation allowing a library to configure these displays improves processing workflow.

    25 votes
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    0 comments  ·  Other  ·  Admin →
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  19. Add Close Note to the Change PO Lines Status job

    We would like to add a Close Note when running the Change PO Lines Status to Close orders. Currently we can add a Cancellation Note but if we CLOSE a batch of orders (essentially cancelling continuation orders that have had receipts), there is no way to add a general note that populates all order lines. We have to manually add a note to each order.

    4 votes
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  20. Combining "Request Type", "Work Order Type" & "Process Type" in a single analytics report

    We'd like to retrieve a full list (with breakdown of all Work Order Type, including withdrawn, display, missing, not for circulation items…etc) of physical records by Material Type, Word Order Type & Process Type via Analytics. However, only part of records can be retrieved currently after combining Process Type & Work Order Type together. After consulting Salesforce, it is confirmed Analytics do not support to combine these fields together in a single report. It's crucial to enable combining these fields in a report as library always need to review the figures of each Work Order Type & Process Type, not…

    21 votes
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    0 comments  ·  Analytics  ·  Admin →
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