Alma
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1746 results found
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Hold active until (collection) date
currently the time a requested book is held for a borrower does not show unless you go into the Active holds lists. It would be helpful if this was shown when the book is checked in and on the notice that automatically goes to the printer (which we put in the book until the book is collected)
14 votes -
Portfolio Bulk Load file limit too small
The file limit of 10MB is too small. If we're using the Bulk Load, it means we're dealing with very large amounts of portfolios. Having to split those files is cumbersome.
12 votes -
Add scheduled job which Recalculates Rota Assignment on Resource Sharing Borrowing Requests in Locate Failed Status
We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota unfilled, and puts it into a status of Locate Failed. Currently, there is no job to automate the process of Recalculating the Rota Assignment for requests in any Status, let alone the Locate Failed status, so we are manually passing these requests back through the Rota by manually selecting Recalculate Rota Assignment for each one. We would like to perform this automated Recalculate Rota Assignment job daily for a set amount of time or until an entered "date not needed by" gets near (monitored manually), at which point we can help the patron acquire the item via others means at our own discretion. This setup will help our requests reach available partners more quickly and allow an automated way of re-checking Partners for requested items that become available again.
We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota unfilled, and…
86 votes -
Electronic Resource Activation Task List: do not revert to "Assigned to Me" tab after deleting a task
When you're working in the "Unassigned" tab of the Electronic Resource Activation Task List, it always reverts to the "Assigned to Me" tab after you delete a task. I want it to stay in the "Unassigned" tab.
21 votes -
Bulk Work Order Functions
A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.
This would also allow you to remove work orders in bulk.
This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.
This function would, of course, need to inform the user when an item cannot have a work order placed on it, such as when it has another request on it or it is not in place.
A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.
This would also allow you to remove work orders in bulk.
This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.
This function would, of course, need to inform the user…
25 votes -
Suppress Items from discovery for a particular physical location but keep Holding statement
We feel that it would be useful to be able to suppress items from discovery from a particular Physical location but still display the holdings information.
This would be extremely useful for our Journals collections, whereby we receive individual items but only want to display the holdings statement to the end user.42 votes -
"Fulfilment Configuration Utility"- include specific loan date for closed days
When setting up the Closed Library Due Date Management for short loan items, it would be useful to be able to test it in the Fulfilment Configuration Utility by specifying the loan date and time rather than the only option being 'if the item was borrowed now'.
For example, in order to test the rule for our 24 hour loans when taking the weekend closed days into consideration, this can only be done on a Friday, which can mean having to wait 5 days to test the parameter.
If it were possible to select Friday 08:00 as the loan date and time, it could be tested at any time on any day.
When setting up the Closed Library Due Date Management for short loan items, it would be useful to be able to test it in the Fulfilment Configuration Utility by specifying the loan date and time rather than the only option being 'if the item was borrowed now'.
For example, in order to test the rule for our 24 hour loans when taking the weekend closed days into consideration, this can only be done on a Friday, which can mean having to wait 5 days to test the parameter.
If it were possible to select Friday 08:00 as the loan date…
50 votes -
Improve performance of Usage areas in Alma
The Usage sections of Alma are extremely slow. Please improve the overall performance of the Usage Data Loader, and especially the Missing Data Tab (which can take multiple minutes to load). Also, create a Usage search option in the general Alma search for such things as:
File Name
Vendor
Sushi Account
Upload Date
Uploading user
Subscriber
Status
Report type
Data Start Date
Data End Date
Vendor URLWe don't always want to use Analytics to find the answer to a simple question.
22 votes -
Exclude expired users from bursar integration job
Our bursar is not currently able to collect charges from users who are no longer at the university. So we want to be able to able to exclude these patrons from the reports that are sent to the bursar with bursar integration. The fact that this doesn’t exist now has prevented us from implementing integration.
We would like this functionality to be an additional filter in the bursar integration settings that would exclude users whose expiration date is in the past. If it could specify an actual or relative date, this would be an additional improvement.45 votes -
Allowing the ability to freely assign different jobs to different users.
There are cases where we want the user to only be able to handle a specific task that is beyond their user role, but currently in order to do that we have to assign them with roles that allows them access to jobs we don’t want them to have access to.
61 votes -
Set the sender address to the address of the staff that made the PO and automatically forward the mail to the said staff.
With multiple librarians handling PO, this can help us keep better track of PO details and increase process efficiency.
63 votes -
Adding a field in the Excel Example of Creating Invoice from File.
Adding a field in the Excel file under batch process that allows for inputting custom exchange rates. The reason for this is because the invoice creation date may not always be on the same day as payment, resulting in outdated rates.
68 votes -
Receiving note for electronic resources
It would be fantastic if a receiving note option was included for electronic resources as it is for print resources (a field which can be extracted for analytics). The current notes field can not be accessed via analytics and it is therefore difficult to track trends in usage, information about cohorts using different resources, reasons for purchasing, etc.
35 votes -
Alma to support Hold Information in SIP2 checkin reponse
We have a sort assistant (RFID equipment) that displays the next step/destination of an item on screen. It also generates a hold slip (with the hold patron name if there's a request for that item) or a transit slip (if it needs to be sent to another library).
However the hold information is not provided in the SIP2 checkin response which means having to scan in the item again in Alma to get this information.Could the following SIP2 extension fields be added to resolve this issue:
CY - Hold Patron Id
DA - Hold Patron Name84 votes -
Facet for PO Lines Secondary & Tertiary Reporting Codes
We'd really like the ability to facet in PO Lines by the Secondary & Tertiary Reporting Code fields. It's possible to facet by the main Reporting Code but not by the other two reporting codes.
10 votes -
Renewal Operator in Analytics
It would be useful to include Renewal Operator details in the Fulfillment Analysis area on Alma Analytics. This would allow us to identify and report on the number of renewals that took place at the circulation desk, via self service or via Primo.
19 votes -
Field for academic year in user profile
It would be good if there were a field in the user's profile that states the user's academic year, e.g., YEAR 1, YEAR 2, YEAR 3, etc.
112 votes -
Job and/or API to unlink a set of bib records from the CZ
We would like the ability to run a job or use an API that would unlink a set of bib records from the CZ. There are currently both a job and an API that will unlink records from the NZ, but not the CZ.
Use case: ebook portfolio records provided from vendors can be extremely brief, missing many points of discovery (e.g., no subjects, tables of contents, etc.). When portfolio bibs are linked to the CZ, we are forced to update each of these portfolios one at a time, which is painstaking and inefficient. We already have scripts that use the Bib API to update physical records; if there was a CZ equivalent of the "op=unlinkfromnz" API parameter, we would be able to unlink these inferior records from the CZ, add necessary fields, and update the bib record, all using the Bibs API.
We would like the ability to run a job or use an API that would unlink a set of bib records from the CZ. There are currently both a job and an API that will unlink records from the NZ, but not the CZ.
Use case: ebook portfolio records provided from vendors can be extremely brief, missing many points of discovery (e.g., no subjects, tables of contents, etc.). When portfolio bibs are linked to the CZ, we are forced to update each of these portfolios one at a time, which is painstaking and inefficient. We already have scripts that use…
30 votes -
Make Manage Fulfillment Activities the same thing as Manage Patron Services
I found this idea buried in a comments section and felt it deserved its own idea since my team keeps encountering the same problem.
Iain Gray said: "After finding a user it would be useful if when clicking on Manage Fulfillment Activities you were presented with the same screen as though you had used the Manage Patron Services screen. Instead you do not see the option to pay Fines and Fees from here and have to re-enter users details again."
I'll add that it would be great if Manage Patron Services and Manage Fulfillment Activities were the same page and named the same thing. The staff user experience is tedious:
1) Patron comes to desk with scant details about their account,
2) Staff runs a user search in the persistent search,
3) Staff reads out list of checked out items and fines owed,
4) Patron wants to pay fines, and then
5) Staff run a new search in Manage Fulfillment Activities from the “Fulfillment” dropdown.Re-entering the user details over and over again into different search fields has become a hassle for desk staff, especially here in an academic library at the end of a semester when everyone's trying to settle their debts with us in the same week.
I found this idea buried in a comments section and felt it deserved its own idea since my team keeps encountering the same problem.
Iain Gray said: "After finding a user it would be useful if when clicking on Manage Fulfillment Activities you were presented with the same screen as though you had used the Manage Patron Services screen. Instead you do not see the option to pay Fines and Fees from here and have to re-enter users details again."
I'll add that it would be great if Manage Patron Services and Manage Fulfillment Activities were the same page…
60 votes -
Improving usability of the inventory section for citations
Currently, it’s impossible to tell how ‘Digital’ and ‘Other’ inventory may be configured in the Inventory section of a citation. The green indicator shows the inventory exists but not whether it has been used for the citation.
Digital example:
You can’t see whether a digital representation has been selected via the ‘Manage Digital Representations’ option or whether a representation is Active or Inactive. The green indicator stays green even if the representation is Inactive or if it hasn’t been selected via Manage Digital Representations.Other example:
You can’t see whether the Link Resolver has been disabled via Edit > Citation Parameters > Disable Resolving. The green indicator stays green even when you disable resolving.As a result, when a citation isn’t behaving as expected in Leganto it’s time consuming to identify the cause. If there were enhanced indicators within the Inventory section, you would be able to tell at a glance what the problem may be (e.g. the representation has been set to Inactive, it hasn’t been selected via ‘Manage Digital Representations’ or link resolving has been disabled).
Currently, it’s impossible to tell how ‘Digital’ and ‘Other’ inventory may be configured in the Inventory section of a citation. The green indicator shows the inventory exists but not whether it has been used for the citation.
Digital example:
You can’t see whether a digital representation has been selected via the ‘Manage Digital Representations’ option or whether a representation is Active or Inactive. The green indicator stays green even if the representation is Inactive or if it hasn’t been selected via Manage Digital Representations.Other example:
You can’t see whether the Link Resolver has been disabled via Edit > Citation…26 votes
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