Alma
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1737 results found
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Confirm button for adding manual charges and/or ability to edit/delete manual charges
It would be helpful to have a confirm button when adding manual charges, just as you do when waiving charges. Also, can we have the ability to edit or delete manual charges? We add charges for replacement costs for lost books, for example, and with no confirm button it can be too easy to mis-enter an amount, and as there is no functionality to edit or delete a charge you then have no option but to waive a charge and start again.
18 votes -
Adding 'citation type' to the facet in Resource Sharing Borrowing/Lending Request
Though I can distinguish book and article using other facets such as requested form, I think that citation type(book/article)is going to be more intuitive and useful. In addition, because I found it possible to use citation type as a facet in Acquisitions, including it in Resource Sharing is also proper considering coherence or unity of facets. I hope it is added soon.
32 votes -
Improve financial forecasting of subscriptions
It would nice to have more functionality in terms of subscription financial forecasting.
Although we can roll over subscriptions with a blanket % increase, we would like to be able to input and overwrite this where we know price increases will differ.
In addition, where we know the increases for multi-year agreements, these can all be set in advance, allowing for more accurate encumbrance figures.
48 votes -
Make the SAVE button more prominent on the Invoice Screen
I have had a suggestion from my staff to make the SAVE button on the invoice screen more prominent. We have several workflows where one person puts an invoice in review and then it is checked by a second person before moving to In Approval. We have discovered that the incidences of someone hitting SAVE & CONTINUE rather than SAVE in the new Alma interface has increased. When we looked at the old interface versus the new, we discovered that that SAVE is now white and much fainter. At least having it the same color or size I think would…
27 votes -
Enhance Physical Locations List export for "Suppress from Discovery" and other tags
At the moment there is no easy way to create a list of all physical locations set to "Suppress from Discovery".
It's not in the export, it's not in Analytics and it's not in the data you can get via API.
I would expect this information to be included in the export you can download in Alma. Same thing goes for "Accession Placement", "Call Number Type" and all other fields that are available in "Edit Physical Location".
At the moment the export is rather short as it contains only Code, Name, Location Type and Fulfillment Unit.
46 votes -
Add the ability to manually sort physical item records within a location
The current physical item sorting options mean that in many cases records cannot be sorted into the correct order. Adding to the existing automated sorting options will help in some cases but not in others.
The only way to be certain that item records can be correctly sorted is to add the ability to manually sort physical items within a particular location (i.e. that are linked to a particular holdings record).
Use cases abound. For instance, this is the only way that volumes designated as new ser. v. (or new ser no.) can be sorted to appear after volumes designated…
37 votes -
RS partners search enhancement proposal
The idea is changing the default of the "Find:" menu on Fulfillment -> Resource Sharing -> Partners.
Now the default is to "code:" search.
The default to "name:" search would be better
Thanks38 votes -
Move list of "loans of this session" up higher.
When checking books out, it helps to be able to see the title pop up. Depending on the monitor, the list sometimes doesn't show up at all because it's too far down. We need to be able to see each title pop up so we can verify that we are actually checking the item out.
15 votes -
Limiting the list of Lending and Borrowing requests to the current Owning library
When we go to the list of Lending requests or Borrowing requests (either via the Tasks menu or directly under Fulfillment),
we get requests for both our libraries/campuses. This is the case, even if we have already chosen one of the libraries as our «current location».
When we choose one particular library as the current location it would be very helpful to get a list of request only for this library.
As it is now, we need to scroll down at the bottom of the left-side menu to choose the current Owning library.
Alternatively, if the above solution is not…35 votes -
Direct to source Test Access button
When you click on the "test access" button or link in drop down menu Alma takes you directly to the e-book/e-journal rather than going splash screen of portfolio resources that directly link to the e-book/e-journal
or
Add a button or link that directly goes out to the e-book/e-journal/database on the web skipping the splash window (see attached screen shot. Opening in a new browser windows without taking you away from the Alma browser window you are working on
14 votes -
a box "holdings" to tick on Electronic Portfolio Editor level
EXL advised us to tick to box "Cancellation restriction" in the POL to mark our journals holdings... even if the feature is at first not what it takes.
Editors require libraries to maintain some subscriptions (holdings) and libraries have to make yearly inventory on these holdings.Our request : a "holdinds" box to tick to be configured on Electronic Portfolio Editor level.
28 votes -
Electronic collections - let notes tab show active for functional notes
When viewing electronic collection/service/portfolio records, the note tab does not show active - a blue triangle in new UX - when content has been added to the functional notes - authentication and/or public. I understand that currently the content indicator "turns on" when content is added via the "Add Note" feature but it would help workflow if staff did not have to click the notes field to discover if authentication or public notes had been added to either collection, service or portfolio editor. Let the notes tab show active whether the notes are functional or internal.
28 votes -
Only send Ful Item Change Due Date Letter for changes to due date
We've run into a real problem with recalls. We can set some items to be recallable, and others to not be recallable. However, both categories get their status changed to "Recalled." Non-recallable items simply don't get a change to their due date. Despite this, patrons who have checked out non-recallable items still get the Change Due Date letter, with a notice that tells them their due date has not actually changed. This letter currently is triggered by recalls with due date changes, recalls without due date changes, other due date changes, or recall cancellations. We think this is too much…
55 votes -
Limit in house use entry through Scan in Items
Alma records In House use via "Scan in Items" module and whenever item that is not on loan checked in. I would like to see a setting that will allow "In House use" to be registered only by Scan in Items. There are numerous occasions where staff may check in items but it is necessarily "in house use" by patrons.
135 votes -
Ability to customize Discovery display labels for work orders down to the status level
For Discovery display labels (labels in Primo), all work order types (fulfillment, bindery, and acquisitions) are controlled through the following two customizations:
1) c.uresolver.getit2.itemlist.status.WORKORDERDEPARTMENT.
withexpected_date In process of {0} until {1} (where 0=Work Order Type, and 1=Work Order Days to Process)2) c.uresolver.getit2.itemlist.status.WORKORDERDEPARTMENT.
withnoexpecteddate In process of {0} (where 0=Work Order Type)So, currently, we cannot customize down the the statuses setup (local to us) under the work order departments, but this would be helpful to do. For instance, we have fulfillment work orders with a status of Trace Requested,…
60 votes -
Configuring External Library names for display in Primo
In Alma it is already possible to enter external location names for display in Primo. We request this option for library names, too. Currently, the configured library name is exposed to the user in the Primo Getit tab as well as to the staff in several places in the Alma user interface, f.ex. the „currently at“ pickup list and the persistent menu. We request the possibility to configure an internal name for display in Alma (for example in abreviated form) and and external name for display in the Primo Get it tab.
75 votes -
bursar integration - option to export fine/fee credits even if minimum value > 0
Currently in order for fine/fee credits to be exported in the bursar integration, the minimum value must be set to zero, which means Alma will export fines of any amount even if they are very small.
We would like to be able to set a minimum value for the fine export, but still export credits. Ideally we'd like a checkbox to tell Alma to apply the minimum value amount to credits as well as to debits. For example if we set the minimum value to $5 and check a box to include credits, Alma would export any fines over $5,…13 votes -
Activate recalls by user group
Allow libraries to modify recall rules based on each user group.
Currently recalls can be turned on or all for all user groups only. It would be beneficial for many libraries, especially academic, to be able to modify recall rules by user group. As an academic institution, we would like the ability to allow certain patron groups to recall books, but block recalls by our visitor and community patrons, or patrons at other institutions. This would help prevent situations where a student working on a project or thesis from having their books recalled by a visitor patron who would like…
54 votes -
Allow administrators to change the labels on Alma terminology.
Allow relabeling of field tags, such as changing CHRON I to YEAR, and ENUM A to VOLUME. Let libraries have the flexability to use the terminalogy that they prefer.
25 votes -
Add check-out function to Alma mobile
I think it would be useful to add the check-out function to Alma mobile. Sometimes the circulation desk is busy so it would be helpful if library staff could check-out books for users from a mobile device.
57 votes
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