Alma
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1700 results found
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Purchase Request additional citations types
We are trying to utilize the purchase request form in Primo to have users request streaming video through Alma. Streaming videos are very popular nowadays but unfortunately there is not an option for this material type and citation in the purchase request form.
Can you add more citation options? Besides books or journals there is not an option that matches the streaming video material type. It would be really helpful to have a streaming citation or video since this resource is very popular among our users.
The request processing has become very drudgery and entering this information over and over again isn't…
24 votes -
Separate the ability to delete holdings and items so they depend on different privileges and roles.
Currently, the ability to delete holdings with no inventory and to withdraw items is controlled by the same user role and privilege. 'Physical Inventory Operator Extended' role, 'Physical Inventory Delete' privelege.
This idea proposes to separate those functions into 2 roles:
one will be able to delete empty holdings records (and may be assigned to a broader population of users)
and the other (the 'extended' role) will be able to withdraw items - which is considered a more sensitive action.
This idea was edited by the Alma product team for clarity, see original phrasing below
Dear all
The 'Delete Holdings'…183 votesDear community,
The title and description of this idea were updated to better reflect the need. Please let us know if you have comments on this.
Thanks,
Tamar Fuches,
Alma development team
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Managing Collections - more options for searching and display
In the Collection Resource Editor (Alma) - it would be really useful to have greater flexibility for searching within a collection. Can we have the option to search by MMS Id and keyword? At the moment only Title and Publisher are available.
This would be really useful when you don't know the specific title/publisher you are looking for - so you want to do a keyword search within the collection to browse. Also if you know the specific MMD id that would be useful too.
27 votes -
Alma new layout: better visual distinction between Alma Main Menu and Alma Configuration
Hello.
I'm testing the new layout of Alma. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/045Usability_Improvements/Layout_Improvements
One major change is that the Main Menu (with the Alma functional areas: Acq, Resources, Fulfillment,...) is now on the left side. The Alma Configuration Menu is also on the left side.
It can be difficult to visually distinguish between the Main Menu and the Configuration Menu. (Please see "Alma new layout, Main Menu vs Config Menu.png")
For example, I think I'm in the Alma Main Menu so I click on Resources to Manage Import Profiles. But I'm actually in the Configuration Menu so when I click on Resources I go…
28 votes -
"Display in Discovery" from any screen in Alma
Make the Display in Discovery action available in any screen/view of a record in Alma, not just in a repository search or in portfolio lists. There is often the need to see how a resource displays in Primo when working in an item, orders, and other areas of records.
74 votes -
Create a Set of Inventory from a Title Set
It would be very useful to be able to take a set of titles, and convert it into a set of inventory attached to those titles. Specifically, I would like to create a Portfolio set from a set of Electronic Titles. I have regular need to move groups of portfolios from one local e-collection to another. I have only a list of ISBNs to start with, which I use to create an itemized Electronic Titles set. However, moving portfolios requires a Portfolio set, which can only be created with Portfolio IDs. It is very cumbersome to arrive at the appropriate…
76 votes -
There should be a separate category for Transfers - along with Allocations and Expenditures.
At the Fund level, there should be a separate category for Transfers. Right now, if a transfer is made, the allocation changes. There should be Original Allocation (the original amount, doesn't change), Transfers, Current Allocation (original plus Transfers) and Expenditures. It's important for me to know what the original allocation is. If the Transfers are not reflected, what is shown with only the Allocations and Expenditures gives a distorted picture of the money for that fund. You can get a break down of Allocations, Transfers and Expenditures in Analytics - why can't it be shown in the ledger?
29 votes -
Separate field for borrowing request statuses to display in My Library Account
The borrowing request statuses in Alma are configurable, so that you can change the text that appears for both library staff and the user (in My Library Account).
However, we would like the ability to have a separate field where the status can be configured for the user which affects the display in My Library Account only. This is because we would like to provide detail in these statuses for our staff, that our users do not need to see.
For example, for the borrowing request status 'Request sent to partner' you may want to retain this status for library…
43 votes -
Possibility for turning off Auto-Assigning in task list when opening or editing an item without completing the task in the Alma Config.
When working in several different task-lists in Alma, you are automatically assigned to any Item that you open and/or edit and exit out of without completing the task. This applies to items in the Purchase Request, Invoices (in Review) and Electronic Activation Task list and more.
This may be perfectly logical for certain institutions' workflows, but for others it may be cumbersome to have this across all task lists.
It would be great to have the ability to turn this auto-assigning on or off for the different task lists in the Alma Configuration so that people could open/edit and close…
50 votes -
Add "Faculty" to pop-up window
Add "Faculty" inside: Configuration Menu > User Management > General > Contact Information Pop-Up.
In order to display faculty in the pop-up window with the user information50 votes -
Include parser override values in it's own column in extended export report
Include parser override values in it's own column in extended export report
It's not possible to view which portfolios in a collection have parser override values. Currently, the value is included in the parser parameters value in extended export reports.
It would be helpful with managing portfolios to have a way to see when a portfolio has a parser override value. That way, we could check on those portfolios and make sure the CZ parser value has been corrected.
Please, include parser override values in it's own column in extended export report or have another way of highlighting when an…
28 votes -
Ability to delete all parser override values using change portfolio job
Currently, it's not possible to remove parser override values using the change portfolio job. This would be helpful when clearing those values from a collection of portfolios after the CZ portfolios have been updated by Ex Libris.
46 votes -
Hide timestamp in patron facing contexts
Add an option to allow the library to decide whether or not timestamp should be shown in patron facing contexts, for example in the Primo Get It for items on loan or items waiting for reshelving.
Examples:
- “Awaiting reshelving until 27/05/2020” instead of “Awaiting reshelving until 27/05/2020 7:02 PM”
- “On loan until 14/07/2020” instead of “On loan until 14/07/2020 22:00”39 votes -
Fix Analytics request creator field to stop it changing to Alma staff primary ID when request cancelled on Alma
When a user places a request on Primo, the ‘creator’ field in the Analytics requests table shows as ‘System’. When a request is placed by a staff member on Alma, the staff member’s primary ID shows in the creator field.
If a request placed by a user on Primo is subsequently cancelled by a staff member on Alma, the creator field changes from System to the staff member’s primary ID. This means reporting on requests placed on Primo vs. requests placed by staff members on Alma is not accurate and the field is misleading (creator should refer only to creator).
…
19 votes -
Resource Sharing Electronic Locate for Borrowing article requests
A borrowing article request is stopped for local ownership when the library has an electronic database that may have coverage for the journal.
Currently, the borrowing locate local ownership check does not check the year, volume, or issue in the article request to determine if the library has access to this specific year in the database. The borrowing locate does not check for embargo status.
Because the citation year is not checked for local ownership, requests are stopped from being automatically sent to lending libraries that have the article. Library staff must spend time checking if their library has access…
72 votes -
Update the Subscription dates range in batch for every invoice line on an invoice
I would like to be able to update the subscription dates range in batch for every invoice line on an invoice, rather than having to open and enter the data manually for each line. I'm currently entering an invoice with over 60 lines, and the subscription dates are the same for every one of those lines. Even though I can click "this year" for each one, that's still a LOT of clicking.
28 votes -
Add option "PO Line Type" in "Request attributes"
We think the possibility to choose "Order Line Type" under "Request Attributes" would be helpful when editing a purchase request
18 votes -
Adding 'own' Covers to Alma records!
Dear,
This question might be related to:
We would like to have the ability to add covers in Alma (and display those in Primo) for all kinds of records.
Br,
60 votes -
Add Related Record MARC fields 76X thru 78X to Analytics
Library personnel would like to be able to generate a list of titles and related records in Analytics so as to document title changes, facilitate research and scholarly discovery and develop research guides for use within the institution. At this time, the 76X and 78X fields that are used to display various related record types in Primo VE are not currently indexed in Analytics. Rather than use up the limited number of bibliographic local param fields available – which would still not allow for full reporting on related records – our institution proposes that the aforementioned fields and associated data…
33 votes -
Purchase Requests: Create 'Archived' Tab?
Purpose: Purchase Request Management. To retain complete request history, whether approved/ordered or rejected, in a group separate from new, not-yet-assigned requests.
Controls needed: 'Archive' operation added to the Row Action Menu. Full ability to move archived requests out of the archived condition and back into the 'unassigned' state and condition, or to delete.
22 votes
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