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1692 results found

  1. Under Electronic Service Editor to have the ability to remove portfolios in bulk.

    In the electronic service editor you have the ability to deleted all the selected portfolios. I would like the ability to simply remove the portfolios in bulk from the collection.

    62 votes
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    Dana Moshkovits responded

    Clarification was provided regarding the functionality requested – which is not to delete portfolios but rather detaching portfolios from the collection and setting them as standalone portfolios.
    Re-opening the idea.

  2. Make Paying Fines/Fees-Waiving Fines/Fees a separate User Role in Alma and remove them from other roles

    The auditors at our institution require us to limit the number of staff members who have this ability. We had to ask Ex Libris to remove PAYFINESFEES PRIVILEGE and WAIVEFINESFEES_PRIVILEGE from a large number of roles, most of which didn't even relate to fulfillment responsibilities during our implementation.

    Our Student Assistants and Operators at the Circulation Desks should not have these privileges. But they did before we had them removed.

    Approving Manager and Operator, Producer Manager, User Manager, Editor Full, Assessing Manager and Operator, Arranging Operator and Manager are all roles that I don't understand, and…

    114 votes
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  3. Identify stats for individual self check machines in Analytics

    It doesn't appear to currently be possible to report stats in Analytics for individual self check machines unless you assign a separate Circulation Desk for each self check within a branch.

    We have multiple self check machines in each branch and we'd like to be able to report on the number of loans each self check processes so we can see which ones are in demand and which ones aren't. We'd like to see a way to attach multiple self checks to the same Circulation Desk and be able to report out the stats for each of those self checks…

    56 votes
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    1 comment  ·  Analytics  ·  Admin →
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  4. British Library Billing Account codes visible in Lending Resource Sharing

    Display partner Billing Account codes in Lending side for UK Alma Institutions. This is vital information for reimbursements within the UK and reduces the need for paperwork. British Library Billing Accounting is the UK standard workflow, with a view to being ISO compliant.

    26 votes
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  5. option to "Send Return Receipt" from "Return items"

    When I'm returning books from the drop box, using "Return Items", I would really appreciate the option to "Send Return Receipt" in cases where the patron has accrued fines. It makes sense from a customer service standpoint - rather than the fine eventually going to billing (and adding the billing fee) without ever letting the patron know that they owe a fine. This is similar to the last idea posted, but subtly different, so I thought I'd go ahead and suggest this.
    Thanks, Marian

    60 votes
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  6. Alma user mgmt: Ability to add role profiles to a set of users

    Currently you can add roles to a set of users as per http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_add_a_role_to_a_group_of_users%3F. However, if you want to add multiple roles you have to run the job multiple times and potentially for different scopes each time.

    It would useful to be able to apply role profiles to a set of users, as you can predefine many roles in a profile.

    17 votes
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  7. Loan Transfers Between Patron Accounts

    Sometimes we find ourselves in the situation where we need to return a loan from one account over to the account it should've been loaned out to.

    It would be great if we could have some kind of loan transfer option that would keep the original loan date and due date that's on the incorrect account.

    23 votes
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  8. Proxy/Principal User Search

    (I'm not sure the best term, so I'm using "principal" to refer to the person a proxy is acting on behalf of)

    It's possible to view a list of principal patrons that a patron is a proxy for from within the proxy's user record (the "Proxy For" tab).

    It's not possible to view or search for patrons that are proxies to a principal patron.

    Examples:
    1) Alice and Bob are known proxies for Chad.
    I can open the Proxy For tab for Alice and Bob, where Chad will be listed for both.

    2) Chad has several proxies, but it's uncertain…

    82 votes
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  9. Subscription interval field in Analytics

    Adding the Subscription interval field in PO Line to the Funds Expenditure subject area in Analytics. This would allow reporting based on the frequency of a serial.

    70 votes
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    2 comments  ·  Analytics  ·  Admin →
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  10. Producing the shipping forms by supplier

    Each time a request has been marked "Ship" or "Return", the request details will be collected on a "Shipping Form" (by supplier).

    When ready to ship a package -with returned/requested books- to another library, "print form" will:
    1. Produce a full detailed form to include with the box
    2. Will start a new form for future package.

    80 votes
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  11. Bulk Import Citations

    Sometimes, we get many reserves from our own collection that we will put on for professors.

    It would be great to have a way to create a set, or some other itemized or logical list, to bulk import citations to a reading list. Of course, this would only be citations that exist within our repository.

    23 votes
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  12. Prompt message if you have not saved a record before releasing

    Currently if you edit a record and then go to release it before you have saved, you do not get any kind of prompt asking if you want to release it without saving.

    There is also no prompt message if you try to save a record that has blocks to let you know that the action was not done.

    102 votes
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  13. Ability to add NZ-managed resources to a Reading List

    Currently, when adding items to a Reading List, we can only select items from an IZ repository search and not an NZ repository search, which is a problem for those of us with centrally-managed resources in the NZ as these are resources not located in the Alma IZ.

    One workaround might be to add a Brief Citation, but that requires more work from staff and takes away from the benefit of having centrally-managed resources.

    I’d like to see functionality added so we can add NZ-only resources to a Reading List.

    41 votes
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  14. Add "Scan In Items" functions to "Return Items" processing

    We would like to build "Scan In Items" features to the "Return Items" function, i.e. "Return Items" should be able to process requests, expired holds, and items in transit between locations the same way as "Scan In Items" does. This includes the radio button for automatically printing slips (configuration should be able to define a default)

    56 votes
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  15. Add breadcrumb trail to staff interface

    In Alma, the information displayed often depends on the task you are working on to get there. This is a nice feature, but it would be helpful if breadcrumbs were displayed to help track how you arrived at the screen.

    This would be especially helpful to new users.

    15 votes
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    2 comments  ·  Other  ·  Admin →
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  16. Linking bib records based on 830 $x should be optional

    Alma currently links bib records based on the presence of the ISSN in the 830 $x. This causes a terribly confusing display in Primo and Alma and is prone to messing up requests. This should be an optional "feature" and not automatically enabled. We do have the option to turn off all related records, but if we use that, we lose all our boundwith relations.

    We should not have to delete a valid MARC subfield (830 $x) in order to prevent related holdings record displaying in Alma and Primo.

    70 votes
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  17. Receive items without generating an item record.

    Law libraries have loose leafs and pocket parts and do not need to have an item generated for them. We would like to be able to track when they are received but having them show up in Primo is messy and having a suppressed holding just to receive these items is also messy. Both would make running statistic more difficult because the count would be inaccurate. Voyager was capable of receiving these sorts of items without automatically generating a barcode while also allowing to track the receiving information. It would useful if you added this feature to Alma.

    57 votes
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  18. Default search option setting for external resources

    MD editor > Tools > Search external resources

    Search options for external resources such as title, creator, isbn, system number and year of publication are automatically filled in from a bib record. This make us to delete fields manually and spend time. It would be great to set search options at the institution level or individually.

    103 votes
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  19. Associating with more than one POL

    Currently you can only associate a POL with one other POL. I would like the ability to associate a single POL with multiple POLs. This is helpful in associating different titles that are paid in a single package, or arrive together.

    32 votes
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  20. Add "Managed By Library" facet in "Monitor Requests & Item Processes"

    There's a need to check the list in transit from a library to another library.
    In "Monitor Requests & Item Processes" menu, there are 'Pick up location' or ' 'Owning Library' facets.
    But there's no facet to check destination of the item.

    It will be very helpful, if the facet is given by Alma.

    63 votes
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