Alma
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1692 results found
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Sort of holdings with the same location by call number in the GetIt Tab
Currently, the display of holdings in Primo for multi-volume monographs is random.
Alma only allows to configure the order of locations by "their proximity to the patron, according to the library IP address”. However, holdings with the same location but different call numbers are not sorted in any meaningful way.When we catalogue a multi-volume monograph we create a different holding record for each volume, so we cannot use the “item sort routines” to adjust the display in Primo, because they only apply to items within the same holding.
Currently, our patrons see things like this:
http://primo.sns.it/primo_library/libweb/action/display.do?tabs=requestTab&ct=display&fn=search&doc=39pis_alma2150514590002521We’d like to be able to sort the holdings primarily by location and secondarily by call number, so that the holdings pertaining to different volumes of the same publication would be displayed in the proper order.
There are two other ideas about the sorting of holdings in the GetIt Tab, but I think
they don’t overlap
“Sort of holdings by location (A-Z) in Primo GetIt” is about sorting locations alphabetically by name
“Configure the order of the holdings records in the GetIt tab” is about sorting locations by loan periodCurrently, the display of holdings in Primo for multi-volume monographs is random.
Alma only allows to configure the order of locations by "their proximity to the patron, according to the library IP address”. However, holdings with the same location but different call numbers are not sorted in any meaningful way.When we catalogue a multi-volume monograph we create a different holding record for each volume, so we cannot use the “item sort routines” to adjust the display in Primo, because they only apply to items within the same holding.
Currently, our patrons see things like this:
http://primo.sns.it/primo_library/libweb/action/display.do?tabs=requestTab&ct=display&fn=search&doc=39pis_alma2150514590002521We’d…
94 votes
Dana Moshkovits
responded
This idea was mistakenly marked as completed and therefore I am setting it back to its original state.
The idea that was completed as part of October release is ‘Sort of holdings by location(A-Z) in Primo Getit’ -
Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery
We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.
83 votes -
Alternative Call Number in Manage Patron Services-Requests
In Manage Patron Services, tab Requests, we can’t display or add Alternative Call Number.
For us is important the visibility of this field due to it’s our location system.
We would like this field to be displayed.Thanks!
128 votes -
'Release remaining encumbrance' Box To Be Ticked as Default
When looking at manually created invoices it would be ideal if the 'release remaining encumbrance box' be ticked by default. It currently is left blank and we have to remember to tick it each time.
36 votes -
Need a way to perform "scan in" or other workflow operations in batch, either from an itemized set or from a .txt or .csv file
Use case: We have a large number of items which are being moved from our regular collection to our archives. We have already created a .txt file of barcode numbers and used that file to create a set in Alma, so that we might run Change Holdings and Change Physical Items jobs against the set. It would be much more efficient if we could then run a batch "scan in" or equivalent operations to actually place the items in transit to their new location and then the archives could likewise use that set to get the items out of transit and once again into a status of "In Place" In a similar vein, these particular items were placed into a "Review" workflow, for the archivist to look over items identified as possibilities for the move. Again, it would be very efficient if we could use the set we have already created to mark the items "done" in that workflow, rather than having to select them one-by-one from the task list.
Use case: We have a large number of items which are being moved from our regular collection to our archives. We have already created a .txt file of barcode numbers and used that file to create a set in Alma, so that we might run Change Holdings and Change Physical Items jobs against the set. It would be much more efficient if we could then run a batch "scan in" or equivalent operations to actually place the items in transit to their new location and then the archives could likewise use that set to get the items out of transit…
56 votes -
Ability to assign electronic activation tasks in the POL
Electronic resources are automatically added to the Electronic Resource Activation Task List page upon ordering. The current workflow requires someone with the permission of Repository Manager to manually review the activation task list in the unassigned tab (which might have hundreds of portfolios and databases at any given time) to decide whom to assign a task.
I propose a different model or workflow: Allow Acquisitions staff to assign a task while creating the purchase order line.
103 votes -
Subscription dates range on Invoice line
When we double-check invoices for the correctness of the keyed-in invoice information, we also double-check the subscription period for which we pay. If Subscription dates
range displays in a column on the Invoice Lines tab, we don't have to enter the invoice line details to double-check the dates.14 votes -
Field to add "Charges" in the price.
We need a field that allows us to add "Charges" in vendor record or in the POL, now these only allow discounts.
Nowadays we have to assign this charge manually in the POL's list price.
76 votes -
Allow patron to choose whether to recall or just place a hold
It would be great to offer the patron the choice of whether they want to be "put on the list" for an item when they place a hold, or they want to recall that item because they need it quickly.
27 votes -
We need another possibility in the blocks options in Term of Use Definition 23 Block When Overdue
We need another possibility in the blocks options in Term of Use Definition
23 Block When Overdue,
We need, blocking 1 day for overdue OPENDAY cumulative.I mean: For our UAM Loan Rules, the overdue block system should work as follows:
Our users should be blockedfor natural days, but the overdue should be calculate ONLY whith OPENDAYS
23 votes -
PO Line for Standing Orders: Renewal field
when creating a POL for a standing order, the Renewal field is required before the order can be saved/sent. But the whole point of a standing order is that I don't have to do anything to renew it; the vendor just keeps sending them. This should not be a required field; it's clogging up my renewals because I there is no action needed on my part.
41 votes -
Make it possible to change the bib reference on orders with a CKB ID
Currently, it is not possible to change the bib reference (relink a bib) on orders which have a CKB ID, only those which have an MMS ID. I think it should be possible to change the bib reference on all orders.
63 votes -
Use Pieces field from item record to trigger a confirmation pop-up at checkout or return
Use the Pieces field from item records to trigger a confirmation pop-up at item checkout or return when that item has two or more pieces. Taking measures for prompting staff to add notes manually item-by-item or creating sets and running jobs to populate fulfillment notes for items that have 2,3,...9,10,...39,40,... pieces are both impractical. Not having a pieces confirmation at checkout feature is a frequent complaint on the Alma Listserv.
24 votes -
Enable link from Invoice line to live Purchase Order Line so that data can be updated
The Alma renewals workflow for continuous resources (Subscription POLs) involves creating Invoices and updating the renewal date and other data such as Notes in the Purchase Order Line. This should be possible as part of a unified workflow when invoicing, i.e. adding the invoice line and then linking through to a live Purchase Order Line to update and save the renewal date etc.
Currently the Invoice Line PO Line link is View Only which means a separate search and action is required to find and update the renewal dates etc in POLs. This is inefficient and wastes time - given that this is a core workflow and this information needs to be updated for all subscription POLs as part of the renewal process. It also increases the chances of forgetting to update the renewal date and having resources appear in error in Waiting for Renewal and Order Lines with Claims lists.The Alma renewals workflow for continuous resources (Subscription POLs) involves creating Invoices and updating the renewal date and other data such as Notes in the Purchase Order Line. This should be possible as part of a unified workflow when invoicing, i.e. adding the invoice line and then linking through to a live Purchase Order Line to update and save the renewal date etc.
Currently the Invoice Line PO Line link is View Only which means a separate search and action is required to find and update the renewal dates etc in POLs. This is inefficient and wastes time - given…69 votes -
Having the notes field displayed on the front screen so we dont have to go into each request to see if any notes
If we add any notes it would be helpful to see that there is a note in the request on the first creation screen so that other people can see it straight away without having to look at each one individually
25 votes -
Allow barcode search for a course reserve citation
Often professors fail to come to the Library and remove their personal books from Course Reserve, leaving the Reserves supervisor with many such books and no idea to whom they belong. In Voyager, she could go into the Reserves module, scan in the barcode, and it would bring up the course, instructor, and the rest of the course's reading list, so she knew immediately whose book it was. In Alma, scanning in the barcode in Alma brings up only the brief bibliographic record. If she goes to Fulfillment/Course Reserves/Citations, all reserve items appear, and she could search by title to find the one(s) she wants to clear, but there may be many screens of citations. It would be simpler, easier, and faster if Barcode were a search option for the Citations search box (Alma/Fulfillment/Course Reserves/Citations).
Often professors fail to come to the Library and remove their personal books from Course Reserve, leaving the Reserves supervisor with many such books and no idea to whom they belong. In Voyager, she could go into the Reserves module, scan in the barcode, and it would bring up the course, instructor, and the rest of the course's reading list, so she knew immediately whose book it was. In Alma, scanning in the barcode in Alma brings up only the brief bibliographic record. If she goes to Fulfillment/Course Reserves/Citations, all reserve items appear, and she could search by title to…
20 votes -
Requesting Multiple Volumes or Multiple Copies of One Title
Alma will not allow a patron to request a second volume of a title on the same record unless the item has a description. However, as one of our catalogers explained: "Since they are part of an analyzed set, the volume number goes on the holding record, not the item record, and therefore, there needs to be two holding records."
This is problematic for requesting analyzed sets from our off-site storage facility, which is where we get the most complaints from our patrons.
We put in a Salesforce case (#00485416) about this, but they closed it because they insist we must have a description in order to enable requesting multiple volumes. So, we are posting it here as in enhancement request instead.
Alma will not allow a patron to request a second volume of a title on the same record unless the item has a description. However, as one of our catalogers explained: "Since they are part of an analyzed set, the volume number goes on the holding record, not the item record, and therefore, there needs to be two holding records."
This is problematic for requesting analyzed sets from our off-site storage facility, which is where we get the most complaints from our patrons.
We put in a Salesforce case (#00485416) about this, but they closed it because they insist…
73 votes -
Change lost Item replacement fee refund from ratio to set amount
When configuring terms of use policies regarding the amount of money to be returned to a patron if a lost book is returned, we currently have to enter a Lost Item replacement fee Refund ratio instead of using a flat amount for the amount to be returned. Because any changes in our charges have to be approved via a campus committee that meets only once per year, we must use the Replacement fee amounts that are already approved. Our Lost Book replacement fee is currently $110. If the book is returned, we would like to reduce that amount to $20. In this instance, the replacement fee refund ratio which we would have to enter would be 81.81818181818...% which is not possible.
When configuring terms of use policies regarding the amount of money to be returned to a patron if a lost book is returned, we currently have to enter a Lost Item replacement fee Refund ratio instead of using a flat amount for the amount to be returned. Because any changes in our charges have to be approved via a campus committee that meets only once per year, we must use the Replacement fee amounts that are already approved. Our Lost Book replacement fee is currently $110. If the book is returned, we would like to reduce that amount to $20.…
13 votes -
Make Notes/Blocks tabs more noticeable
When users have blocks or notes attached to their account, it would be helpful if the tab changed colour or had a red exclamation mark icon in the corner. This would alert members of staff immediately if there was something on the account that needed to be seen, i.e information about disability arrangements, reasons why a user is blocked, fine payment arrangements etc.
Currently the folded blue tab in the corner, meant to indicate that there is information in that space, makes the Notes/Blocks tabs just blend in with the rest.
Making Notes/Blocks tabs more noticeable would mean important and user sensitive information doesn't get easily missed.
When users have blocks or notes attached to their account, it would be helpful if the tab changed colour or had a red exclamation mark icon in the corner. This would alert members of staff immediately if there was something on the account that needed to be seen, i.e information about disability arrangements, reasons why a user is blocked, fine payment arrangements etc.
Currently the folded blue tab in the corner, meant to indicate that there is information in that space, makes the Notes/Blocks tabs just blend in with the rest.
Making Notes/Blocks tabs more noticeable would mean important and…
18 votes -
Select all citations across multiple pages in Course Reserves > Citations
The 'Select All' checkbox only selects the citations which are listed on the current page (i.e. 20 citations maximum). Is it possible for all citation to be selected across multiple pages?
27 votes
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