Alma
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1750 results found
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Add normalized call number to the subject areas for fulfillment analytics
Right now the normalized call number option is available only when creating an analytics report under physical items. The ability for sorting by normalized call number would also be beneficial when creating analytics reports under the fulfillment section.
38 votes -
Add Note Option for Fines/Fees
We have several short-loan items that our patrons check out, and these items often generate small fines that are difficult to track whether or not a fine is legitimate, or if there may have been operator error.
For example, we circulate study rooms where a student may check out the room key, and a box of white board markers or a television remote. If the student returns the room key and white board markers on time, but not the remote, it's difficult to tell if that's valid.
Solution: Rather than emailing all staff that may need to interact with that patron in a dispute, we would like to be able to attach a note to the specific fine stating the reason the fine isn't being waived (e.g. the remote was left in the room and our staff found it at the end of the day). This leaves inboxes clear, removes any need to go digging through old emails, and creates access for new staff and student workers who may onboard after the original email.
We have several short-loan items that our patrons check out, and these items often generate small fines that are difficult to track whether or not a fine is legitimate, or if there may have been operator error.
For example, we circulate study rooms where a student may check out the room key, and a box of white board markers or a television remote. If the student returns the room key and white board markers on time, but not the remote, it's difficult to tell if that's valid.
Solution: Rather than emailing all staff that may need to interact with that…
28 votes -
search filters and better results display in the "search external resources" function
When we are searching WorldCat for a record to match a newly-ordered title, we often find duplicate records. The current search results display makes it difficult and time-consuming to choose the best record.
The external resources search would be much improved if we could limit search results by the language of cataloging (040 |b) and format. This would save us having to wade through multiple vendor records that aren't even in our local language of cataloging, and multiple records for resources in a format other than the one we are looking for.
It would save us a lot of time if the search results display showed the source of cataloging (040 |a |c) and the number of holdings in OCLC. These both help us choose the record we want to use. It is inconvenient to have to view each record to see its source, and as far as I can tell, there is no way in Alma to see the number of holdings on any WorldCat record.
Thanks for considering.
When we are searching WorldCat for a record to match a newly-ordered title, we often find duplicate records. The current search results display makes it difficult and time-consuming to choose the best record.
The external resources search would be much improved if we could limit search results by the language of cataloging (040 |b) and format. This would save us having to wade through multiple vendor records that aren't even in our local language of cataloging, and multiple records for resources in a format other than the one we are looking for.
It would save us a lot of time…
97 votes -
Post-migration portfolio urls remain even if changed afterwards
Post-migration side effect with created portfolios: the url from the bib is created in the new portfolio. This url remains in the portfolio even after it has been changed at a later date (not in an editable field; the url is also searchable even after it has been changed. So, old urls from a migrated system remain searchable and in the portfolio record even after editing. Change this behavior.
22 votes -
Waitlist functionality for short-term loans
It would be helpful to have a waitlist functionality for short-term loans (i.e. for reserve items). This would allow patrons to put their name on a list to be next in line once a short-term loan item has been returned. Alma would send an email/text to the patron when the item is returned telling the patron they have a specific window of time (e.g. 5 minutes, configurable by the institution) to check out the item. During that window of time no other patrons can check it out. After the window of time has expired the next person on the waitlist receives an email/text from Alma saying they can now check out the item.
For the circulation desk operator it would be helpful to have a waitlist page in Alma that displays which items are currently on the waitlist, how much time is left in each one before the window of time expires. This will help operators to know at a glance where all the waitlisted items are in the waitlist process. This waitlist system is different from a booking request because the waitlist does not require a patron to select the date and time of when they want an item. Instead, it is simply a list of names of patrons who want to be next in line when an item arrives. The waitlist functionality would only be available when an item is checked out; a patron can't put their name on the waitlist if the item is on the shelf.
Ideally the waitlist function could be done by both staff and patrons, but this should be up to the Alma institution. The institution can decide whether to turn waitlist function on at all. If they turn it on, it will at a minimum be administered by staff. Additionally, they can decide to turn on a patron-facing side that allows patrons to add their names to the waitlist. Ex Libris has also developed an embargo period on loans, which means items can't be checked out to the same patron within a specified window of time. This is very helpful, but it is not the same thing as a waitlist functionality. We need a system that will let patrons get in line for a loan.
It would be helpful to have a waitlist functionality for short-term loans (i.e. for reserve items). This would allow patrons to put their name on a list to be next in line once a short-term loan item has been returned. Alma would send an email/text to the patron when the item is returned telling the patron they have a specific window of time (e.g. 5 minutes, configurable by the institution) to check out the item. During that window of time no other patrons can check it out. After the window of time has expired the next person on the waitlist…
54 votes -
Vendors : simplify Contact information and People contact tabs
Hello,
Handle vendors in ALMA is pretty twisted and not user friendly !
We can understand the distinction between Vendor details (network level) and Vendor account details (institution level).
But why distinguish Contact information and People contact in two separate tabs ?
This makes us input twice same informations.Our request : to get one tab for all Contacts ; each contact would be distinguished by a specific frame with name, first name, job description, email, postal mail and phone nember. All display in one single screen.
If you share this request, VOTE.
57 votes -
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!
126 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.
79 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.
30 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
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