Alma
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1696 results found
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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 -
NZ EBSCO Link Resolver Plug-in
Currently in the NZ, if you use the EBSCO Link Resolver Plug-in, it is applied all of the libraries using the NZ. We are not able to activate the plug-in for specific libraries in the NZ. Not all of the libraries want to use the link resolver plug-in. Also, along with being able to activate the plug-in for specific libraries, the plug-in will also need to be set up for the specific customer ID. Currently, when we have the link resolver plug-in activated in the NZ, all libraries are being filtered by all of the available EBSCO resources paid for…
33 votes -
Location Priority
We need Location Priority function in Alma-Primo too. IP, temp/remote, and alphabetical ordering options are not enough to show locations in the way we want to display them.
37 votes -
Make the email that is generated when an ILLiad resource sharing partner exports a request to a third party customizable
Unfortunately, ILLiad's email import feature does not always import emails generated by Alma properly. This happens mainly when there is a copyright symbol in the requested item's publication date. Giving us the ability to remove the publication date field from the email generated by Alma would help us manage this issue until OCLC and Atlas Systems can find a proper fix.
19 votes -
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 -
Mechanism to validate binary MARC record structure
There is currently no mechanism within Alma to ensure that exported or published binary MARC records have valid record structures. Even though Alma uses MARCXML and is not impacted internally by invalid binary MARC, libraries must still provide binary MARC records to external entities in the course of regular business (vendors, outsourcers, agencies, other stakeholders).
Structurally invalid binary MARC records significantly hamper data sharing for libraries. A third party application, MarcEdit, can be used to validate MARC record structure, but since our data is stored in Alma, there should be a mechanism native to Alma that validates binary MARC structure…
64 votes -
Email notification to ISO Partners about Overdue Items
We would like for the Borrowing Library to receive an email notification (in addition to the patron) when an item is Overdue.
Since Dec. 2018 this option is available for NCIP Partners, but not for ISO Partners13 votes -
Displaying the "Requester Notes" from Purchase Requests in the list of Purchase Requests
In the Purchase Request List you can't see the "Requester Note" for a Purchase Request. In many cases there are very helpful information for managing the Requests. So it would be great if you can see the information immediately.
If the Note is very long, a mouse over with the text could be a solution.21 votes -
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.
92 votes -
Circulation count in item record
Include a field in the item record which contains the circulation count or number of times the item has circulated.
We want to be able to access the circulation count via API and Alma item record view.
30 votes -
Option to set over encumbrance or over expenditure as either an absolute amount or a percentage
This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.
We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.
17 votes -
Release Remaining Encumbrance and Accrual Accounting do not work together
Colleagues
For those of us that use accrual accounting, the inability to release remaining encumbrance causes difficulties in calculating expected expenditure as the fiscal period draws to a close.
Ex Libris propose a workaround for this limitation (fault), article https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_do_I_batch_release_encumbrances_in_Alma%3F.
I would like to see full functionality within Alma, that enables these two features, Release Remaining Encumbrance and Accrual Accounting, work together, to ensure remaining in year encumbrances can be calculated accurately.
Regards
Wayne
22 votes -
79 votes
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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 -
automate user update job to send user emails ie about to expire
Currently the user update job can send emails to patrons. However due to the technical aspect of creating sets and running the job our user services librarians prefer to take the information out of a dashboard and widget and add them to a template email in outlook. It would be better if a schedule job could be created to send out user update emails to logical sets. Specifically for users that are about to expire - and have loans to return.
16 votes -
Update user roles quickly - import the Excel file exported from another user
Currently, it's possible export a user's roles in Alma to an Excel file. However, the counterpart function isn't there: to be able to take the roles you've exported from one user and import them into another user's record. This would be such a time-saving feature because it would enable us to take the roles from one member of staff and apply the same to another.
75 votes -
ACQ: Improve PO Line Claiming job
Please make the PO Line Claiming job more granular. Sending claim letters to all vendors without restriction of any kind is not really feasible.
It should be possible to define own sets of PO lines (which should be claimed) by using the following criteria:
- One time orders
- Continuous orders: All / Serials / Standing orders
- Vendors: All / only specific vendors
- Acquistition types: All / only specific types (purchase, legal deposit, exchange, etc.)38 votes -
For general electronic services links at the item level, allow the item id to be used in the URL
When a General Electronic Service is added as an item-level service, the URL template may be configured to make use of the a bunch of Holdings and item-level information, for exampe, the barcode. But the item id is not included as a possibility. Please add this as an option.
21 votes -
"Create Physical Item Work Order" job - adding notes.
I would like to be able to include a note when bulk creating physical item work orders.
Notes can be added to individual work orders, but the ‘Create physical item work orders’ job doesn’t allow this – only the work order type, managing department, and pick/do not pick from shelf can be specified.
The use case is that we are correcting some of our call numbers, and the physical items will need to be relabeled. I would like those items currently on loan/in transit/in process to have work orders that send them to our repair department for relabeling when returned,…
36 votes -
"Electronic material type originating from Bib" vs "Electronic material type" : a display issue in the Portfolio service editor's list
In an electronic portfolio, there is a field called "Electronic material type originating from Bib" which can be overloaded by another field called "Electronic material type".
The Job "Change electronic portfolio information" allows to update the material type of portfolios into the field "Electronic material type" into a set of portfolios.
If we do so, the material type is not updated into the Portfolio service editor's list... which is confusing.our request : when the material type of a portfolio has been updated in the field "Electronic material type", ALMA should only considare this material type and display it in…
18 votes
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