Alma
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1894 results found
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Customization of invoice line summary display
The notes field on the invoice lines summary display currently displays a tick if there is anything is written in the notes field of the invoice line. It would be more convenient if we could customize/configure what we can view so that we can see the content of the notes field without having to go in and view the individual invoice line.
27 votes -
import profiles -- need the option to leave suppression codes "as is"
When creating an import profile, the “set management tags” option is to either suppress record/s from publish/delivery, or to not suppress. This is for the entire file.
We need a third option to leave the existing suppress status unchanged for replaced and merged records. (We had this option in Voyager, and it worked well)
Rational: All GPO weekly brief Marcive records are loaded suppressed. When the monthly bib records overlay the weekly brief records, the suppress status needs to remain as is. “If” the bib record is suppressed, the cataloger will unsuppress at the point of cataloging
30 votes -
Fulfilment find patron
Fulfilment - enter patron name & select from list - should not have to additionally click 'Go'/enter to display record
45 votes -
Improve ME Browse Call Numbers Tool
When editing a holding record in the Metadata Editor, the Browse Call Number tool shows the call number from the current holding record in a shelf list display. However, the resulting list starts with the call number in your holding record and shows the following call numbers. What we need is to see the call numbers both before and after the one we're working on. Request the list show at least 2-3 call number prior to the one we're working on, plus those following.
39 votes -
Improve the ease of reordering the Online Services Order and General Electronic Services Order tables
Currently, items in the General Electronic Services Order and Online Services Order tables need to be moved using up and down arrows. This can be very time-consuming if the tables contain numerous items. It would significantly improve the ease of use i, the items in this list could be resorted either through drag-and-drop or by moving a given item to a numbered slot in the table (similar to the Netflix interface).
47 votes -
Set standard opening hours in advance
If the Library decides to change the standard opening hours of the Library for the coming year you currently have to wait until the first day of new hours to be able to input them as standard hours into Alma.
It would be nice if Alma allowed you to enter new standard opening hours in advance and to set a date in which they would come into effect. That way you wouldn't have to schedule to change them on the first day of the new hours.
An example would be if new standard hours were decided on by Library Management…
14 votes -
make permissions on changing address data more granular (email/domestic)
Aleph allows to set an option to allow users change their "address" data via Primo OVP. This allows users to edit the phone number and email in Primo, but also their domestic address. Often, the change of the domestic address must be prevented, because it is the address where a possible court order is directed to.
We want to allow users to change their email and phone number but need to disallow the change of the domestic address. Therefore, we propose that Primo and Aleph/ALMA must be designed to work in a way that allows setting permissions on each field…
22 votes -
Change Financial Year dates after they have been set
It doesn't look as if it is possible to change the start and finish dates of any financial year in Acquisitions Configuration > Fund And Ledger Fiscal Period table mapping tables once the year has been created, unless it is deleted completely.
Can it be made possible for the start and (in particular) the end dates to be edited having already been set and saved, if so required?
Being able to do this would be of particular benefit around the time of a financial year rollover, especially if an institution cannot be certain that all financial transactions for the outgoing…
17 votes -
Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices
We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.
14 votes -
Moving item records should have a better way of refreshing the list of items
When item records are moved from one location to another the move will be made and the list of items will refresh but then leave all of the items moved still on the page. From here there is no good option to refresh the page and continue working and moving item records. Using the Alma back button takes you back to the bib record where you have to reenter the the list of items. Moving a page forward on the list of items will display a blank page of no records being found. If a browser refresh is done a…
16 votes -
When viewing an item, there should be an option to edit without leaving the item screen
When you view an item (or click on the barcode to view an item), there should be an option on the item screen to edit the item. Instead, if we decide we need to edit the item, we have to back out of the item screen, then select Actions --> edit to edit the item. Too many clicks!
44 votes -
Show 866 holdings field text on item records screen, so don't have to go back and forth to check holdings dates.
Presently from the list of item records, we have to click on "Holdings" to see the 866 summary holdings for vol & dates. It would be very helpful for the 866 holdings to be visible on the item record screen.
16 votes -
Customize Alma search indexes
We would like to customize the search indexes in Alma for all MARC21 fields (not just localized fields). For instance, in the Alma advanced search > all titles > "Title" > we would like to change to "245 (Title)" to make it easier to identify the MARC21 field we want to search.
91 votes -
Display renewals in Item History
In the Physical Item Editor, under the Fulfillment activities, we are able to see the Loan and Return history. I think it would be great to see Renewal information in this place as well.
So many times, we have patrons disputing fines because the item was late and they renewed it thinking that it's not due on the original due date.
It's true that when the item is checked out to the person you can see this when you click Actions>Loan History. But this does us no good when the item is checked back in and a patron comes to…
84 votes -
Improvements to Pick From Shelf list needed
Currently our staff spend too much time managing requests. Improvements to the interface for Pick From Shelf would help in some of these cases. We would like to see:
- A search box.
Very often we need to target a particular request, a task made more difficult by less than ideal facets (see #2). Search functionality exists under Monitor Requests & Item Processes, but not all options for handling requests are available in that view (such as "Skip Location").
- Better facets.
Two of the facets available in the Monitor Requests & Item Processes view would be great for Pick from Shelf:…
20 votes -
Handling books on the shelf that didn't get checked in
When a book on the shelf was accidentally not checked in and another user brings it to the desk, it clears the original checkout and adds a fine without generating a message to let us know. In most cases, we would waive those fines, since the book had obviously been returned. We would love to see a pop-up when that happens so we can go and waive the fine on the previous customer's record
41 votes -
Add seach box to Active Hold Shelf
We often have 1500+ items on our Active Hold Shelf. While we have the ability to sort, this does not help much when we are looking for a particular item. A search box would allow us to locate an item easily without clicking through page after page.
16 votes -
In the List of Items screen, add "description" to the list of search options in the "Find" box.
Currently in a list of items, Alma allows us to search within the list of items by only barcode or the call number. Adding the ability to search the description field would simplify trying to locate an item with unique information in the description, such as "index".
22 votes -
Alma Templates: allow user-by-user customization of default holdings templates
The shared MARC21 holdings templates in Alma offer customization of the template properties, allowing the selection of one template as the default. This customization applies to the entire institution, and not the individual Alma user. Therefore, when we have multiple catalogers working with multiple templates, they all have to conform to one default template. It would be useful to allow each cataloger to set the default template for their workflow.
142 votes -
Retain Data in Interface Records
We really like the multiple tabs on interface records that allow us to record different admin logins and statistical information.
Publisher and vendor changes happen pretty frequently in our environment and we foresee needing to move interfaces from one vendor to another on occasion.
We just found out the hard way that when an interface is deleted from a vendor record and then added to another vendor record all the information that was in the various interface tabs gets wiped out. Can something be done to preserve the information that was hand keyed into the interface tabs?”62 votes
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