Alma
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1809 results found
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Monitor Requests & Item Processes screen: show item Storage Location ID and Description
Monitor Requests & Item Processes screen: show item Storage Location ID and Description
In the Monitor Requests & Item Processes screen it would be extremely useful to show the item Storage Location ID and the Description. And / Or to have item Storage Location ID and Description available in the excel export of this screen.
18 votes -
Retrieving Returns from Advanced Search
Currently there is no option in Advanced search to detect all the recent Items returned on a specific day.
There is an existing function in Alma thats possible to detect only LoansPlease add this feature to be able to retrieve Retuns in Advanced search and not just from analytics (there the data is updated only to the previous day and not the current) .
16 votes -
Add "Move to department" option for Acq departments
We would like a new option called "Move to Department" in the Receiving workbench AND in the Scan in Items form. The new option would have the effect of marking the existing Acq process as Done, and putting the item(s) in transit to the next department. Currently, if a workflow involves moving something from the Acq department to another department, such as a central End Processing unit that handles multiple libraries, the receiving staff have to perform multiple time-consuming steps. They must 1) Receive 2) Search for Physical Item 3) Create new Work Order 4) Scan in item to mark…
17 votes -
Add a way to tell if an item/holding has 3 or more open requests
It would be nice to know if a given item or holding has 3 or more open request. It would signal the acquisition that another copy of the title would be helpful. This could be achived for example if the queue number is searchable, either in analytics or in the request search.
115 votes -
Add fulfilment, Public and Internal Notes to the Excel spreadsheets for physical item sets
When a Physical Item set of records is exported into a spreadsheet via Tools > Excel, the fields Fulfilment Note, Public Note and Internal Notes 1, 2 and 3 are noticeably absent from the columns of data offered in that spreadsheet.
Those fields frequently play a major role in determining the action required by staff for the given item upon its return, as they’re used for requests for reclassification, relegation, etc. It would constitute a sizeable labour-saving fix to be able to generate/save/print off a ready list of all such messages, alphabetically sortable by contents, from the spreadsheet for staff…
22 votes -
advanced option in Invoice search.
We hope that there is an advanced option in Invoice search.
39 votes -
Validation check for outgoing vendor emails
Please add a validation check for outgoing vendor emails. Otherwise a spelling mistake might go unnoticed.
54 votes -
Allow batch deletion of user notes
It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.
There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…
240 votes -
Initial Allocated Amount
Currently in Alma, the Initial Allocated Amount for an allocated fund is e.g. 1,000.00 ZAR. When an amount from this Initial Allocation e.g. 100.00 ZAR is transferred to another fund,
the 100.00 ZAR gets deducted from the Initial Allocated Amount of 1,000.00 ZAR and is now 900.00 ZAR.In Aleph, the amount was transferred, yet the Allocated Amount remained the same, which is correct.
When running reports on the Initial Allocated Amount in Alma, the adjusted 900.00 ZAR for the Initial Allocated Amount does not give a correct indication of the amount originally allocated from the institutional budget.
17 votes -
Manage Multiyear Licenses for Electronic Resources in a POL
Hi,
It is common for libraries to sign multi-year price lock deals for e-resources (databases, journals, etc). Currently, we are keeping track of this information as "Notes" which is hard for us to follow since "Notes" used for other purposes. Also, we need to update the "List price" accordingly before we proceed with a renewal /invoice payment.
Would it be feasible to have a POL type that is catered for multi-year deals. I was somewhat inspired by the new feature in the Jan'18 release that is meant to record multiyear licenses in a Network Zone. A similar feature in the…
25 votes -
Analytics - reporte on audit trail in user record
We'd like to be able to use the information in the audit trail on a user record in Analytics, for example, today we wanted to report on when an identifier had been modified and by which user.
32 votes -
Add permalink to Analytics report
We'd like to have the permalink for a bib record included in the Analytics report.
33 votes -
Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the le
Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the letter to vendor. As it is now only the ISBN (if it is available) and title are listed, sometimes the author. Many vendors reply asking for further information to identify what it is we are ordering.
48 votes -
Make the focus and displayed function configurable
in the Function "Fulfillment" - " manage user services" - "Patron services" - "submit request"
a popup screen is shown "Submit request". After select a title there are 4 action buttons:
"Patron Physical", "Booking", "Cancel", "Digitization"
(in this order).- Please put the Action "Cancel" at the first or last (better) place!
- Can we configure which buttons are shown (Digitazation, and Booking we not offer as a service)
- the action button "Digitazation" is the prefered action (focus is on that function), can we configure which action is the prefered action?
Michael Voss (HUB)
18 votes -
Description Templates -- Create reference table for months and seasons
Hi,
I'm wondering if it would be possible to create some sort of reference table for the months and seasons. This would be for use in the description templates. Then we could use MM, MON, and MONTH (for example), to indicate whether the two digit code in the particular Chron field should be displayed numerically, as the standard abbreviation, or spelled out.
Having such a table would mean that for each type of pattern a single template could take the place of the 12 or 16 we have to create now.
This would be much more efficient right off the…
53 votes -
Stop the practice of showing funds for 'in review' invoices as expenditure.
Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.
Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:
We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the export.…
216 votesDear colleagues,
Thanks you for suggesting this idea.
After reading it carefully, my understanding is that the need is for a new “entity” which will serve as a “bridge” between encumbrance and expenditure. This bridge will be named “Pending invoices”.
Any POL which is invoiced will be disencumbered and the amount will be added to the “pending invoices balance”. When an invoice is approved, the amount should be reduced from the “pending invoices balance” and added as an expenditure.
- Is this understanding correct?
- Do you think that the definition of using this "bridge" should be in institution level, or might be different from invoice to invoice?
Please note that this is a complicated addition. We will need to define the behavior in rollover, and in any place that changes balances etc.
Thanks for your collaboration,
Tamar Fuches
Alma product team
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Add the "Public note" of the item to the PNX record
The content of the item field "Public note" will not be published to Primo. We want to index the public note in Primo but the field is not transferred to the PNX record.
47 votes -
Configurable item lists
In the several item lists we need to display several columns. In the item list "Item - in department" we need for instance columns for the item fields.
In the different lists something else should be displayed.
There for the different work steps different displays are needed.It would be best to configure which columns per list we would like to see. Thereby we need more fields from the Physical Item Editor (or for other editors) that we can configure for display in the list.
157 votes -
Recent searches fine tuning/disabling
Hello,
customizing the number of results of the "recent searches" returned in the new UI would be a great thing.Now on our Alma it seems limited to the last 10 searches.
As some people seems to prefer the old browser cache, it would be a great thing too the possibility of eventually disabling it.
.
Thanks,
Fabiano17 votes -
Make the "General Mail" feature more customizable
On the "User Details" screen in Alma, there is a "Send Message" function. If "General Mail" is selected, any message that is composed shows up as "ILLEMAILTOUSERlongstringofnumbers" under the user's Attachment tab. Unlike other letters, this is saved as a "text/plain" type, requiring the file to be downloaded before it can be viewed. It would be nice if this attachment type could be renamed, or given a more descriptive title than "ILLEMAILTO_USER," especially as it is generated from within the User Details screen and not via Resource Sharing or ILL.
36 votes
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