Alma
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1823 results found
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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…
79 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?
26 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…
51 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 -
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.
29 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
23 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 -
Allow multiple time zones for institutions with campuses in different time zones
We are currently implementing Alma, and have been staggered to learn that we are only allowed one time zone as our default. We understand that (it seems) most Alma institutions only have the one time zone, but in our case we have two different time zones - and one of them has a period of daylight savings every year, so that adds to the complication.
We can't see how Alma will be functional for us with Fulfillment and the like, if we can't allow both our east and west coast campuses to have their own time zones in place when…
54 votes -
If e-collection from CZ is already active in NZ, ask for validation
It is possible to activate electronic collections from the CZ more than once in your NZ. We are aware there are use cases where this is the desired behaviour.
Yet it would be nice if there was a short dialogue: "The collection is already active in your NZ. Are you sure you want to activate it again?" - just to avoid duplicate activation by mistake.
23 votes -
Limit use of material types by specific library
The list of material types used across our consortium is very long. Even though we have turned off those that we don't use, we still have a list of about 65. For most of our libraries, this is overkill, as locations like our Chemistry library only use 4 or 5 at most. Catalogers have to use the full list, which increases the chance of confusion or clicking on the wrong thing for even straightforward cataloging. I want to be able to restrict the material types that can be used at any particular library. This was a feature of another ILS…
72 votes -
When a patron renews in Primo an item from other institution borrowed by the resource sharing library should create a "Task requiring your..
When a patron renews in Primo an item from other institution borrowed by the resource sharing library the staff does not get a message of this request. The only thing is that the borrowing request changes its status to "Mediated Patron Renewal"
59 votes -
Lost Loan Status
Closing a lost loan changes the item's status to missing. This means that items we know are lost will turn up on lists for missing item searches, even though we know we won't find them. Not closing the loans means that we can't purge patrons from the database, even if we know that we are not going to get back the item or be paid the replacement fee.
It would be preferable if items retained a status of Lost even if the loan is closed, so that we can differentiate between items that are lost and items that just can't…
18 votes -
Resource Sharing Claims - Sending Additional Claims and Sending Claim Letter Manually
It should be possible to configure the automatic Claims job to send additional Claims every X number of days, until the status of the request is updated to Received.
In the meantime, it should be possible to send additional Claim letters manually (and not as a General Message).
23 votes -
Claiming Resource Sharing Borrowing Requests by Format Type
The new Automatic Claim feature does not differentiate between Format Types when adding "Time to Claim (days)" in the Partner record. For example, it should be possible to write 2 days for Digital requests and 5 days for Physical requests.
21 votes
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