Alma

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  1. Improve Alma Job Reports for Failed Record

    It would be extremely helpful if more details were given when there are failed records or records with exceptions on the jobs we run in Alma. Many of the job reports only report the number of failed records. It would be great if the report would provide MMSID information so the we know what records failed.

    313 votes
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  2. More order type options for Additional Orders

    We would like more order types to choose from when creating additional orders on a portfolio using the “Additional Order” button. Particularly, Electronic Book - One Time and Electronic Title - One Time.

    Currently there are only a limited number of order types available when creating an order via this method. This creates inefficiencies, because using the Additional Order button is the easiest, quickest and neatest way to create an additional order on a portfolio.

    An example of where this change would be helpful is when purchasing additional copies of a limited-user ebook. Because we don’t have the option of…

    306 votes
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  3. Make 'requester' clickable after 'scan in items' step of handling a request

    It would be convenient if it was possible to click on the requester after the 'scan in items' step when managing a request.

    293 votes
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  4. Short Term Loans - Courtesy and Overdue Notices

    The new shortloancourtesyreminder & shortloanoverduereminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

    In our test configuration we used the following time parameters:

    ​shortloancourtesyreminder - 105 minutes
    short

    283 votes
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  5. Make Alma link resolver compatible with EndNote's "Find Full Text" feature

    EndNote offers a "Find Full Text" feature that allows users to locate full text for citations saved to their library. The feature can be configured to work with your institution's link resolver. However, according to EndNote customer support, the Alma link resolver is not currently compatible with this feature. This enhancement would allow Alma customers to locate full text for EndNote citations via openURL.

    273 votes
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    We have recevied te following response from EndNote:
    We support OpenURL from SFX, which offers XML responses via REST. Other services, like Primo and Alma, did not support this at the time of Find Full-Text feature development.

    However, we have already forwarded this to our Development team as an enhancement request to have this feature with the future release of the EndNote program.

    We from Technical Support are not sure how this enhancement would be prioritized in terms of upcoming development work. While all the product suggestion submissions are reviewed by development for ideas and features for new versions of the software

  6. Display PO-Line owner in "Manage EDI Tasks"

    I would like to suggest to add a column in the Manage EDI Tasks List for PO-Line owner. That would give the option to sort the List by PO-Line owning Library.

    267 votes
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  7. Better management of serial prediction when publication frequency changes

    Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.

    It would save a lot of time if…

    265 votes
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  8. Configuring different sender e-mail addresses (SMPT-envelope-from) for one letter-type

    For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

    Actual situation in Alma:
    When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
    When an E-Mail is…

    264 votes
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    5 comments  ·  Other  ·  Admin →
  9. Change due date when patron account expiration date reduced

    As a Fulfillment Manager, I would like the due dates of a patron's books to be changed to their account Expiration Date if this is reduced. Eg, if a book is issued to a student for 10 weeks and they withdraw from their course, the original due date remains which can be some weeks after they have left. This can cause confusion for library staff and the patron.

    263 votes
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  10. "Save and dismiss" button in "Manage EDI Tasks"

    In the "Manage EDI Tasks", when using the "Update Expected Receipt Date" action, updating the date and clicking on "Save", it would be great the concerned line would automatically be removed from the list without having additionally to click on "Dismiss". A new function button like "Save and dismiss" would be helpful.

    256 votes
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  11. Physical Item Editor Templates

    It would be great if we could use templates for adding new items.
    At the moment, whenever we add an item, for each single one of them we have to manually fill in the same values in "Material type" and "Item call number type". The "inventory date" has to be chosen manually as well.
    It would be extremely useful if we could load the physical item editor form with some values already filled in, and with the date fields automatically filled with the current day's date.

    If this idea has already been posted or it the option already exists, please…

    254 votes
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  12. Add functionality to fund summary pages to view encumbered orders

    There is no functionality within the fund summary pages to see what orders have not yet been paid (order still encumbered). The value of the encumbered orders does show in the summary graph however it would be really useful to see the orders this relates to.

    250 votes
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  13. In "Purchase Requests": Permit re-linking request to a Portfolio.

    Purchase requesters are permitted to both 'Use existing record' AND choose 'Requested format' = 'Electronic'.

    Please add the possibility of re-linking to an E-Portfolio--not just to a bibliographic record.

    Beginning an e-purchase with a bib rather than a portfolio requires a lot of fiddling around after the fact to correct the record so the bib is not suppressed, or mis-indexed. And who knows what's happening under the hood.

    245 votes
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  14. portfolio deactivation date

    Currently, when you create a local electronic collection, you have the ability to set "active from" and "active until" dates at the collection level. We have electronic collections where we purchase 1 year of access for select titles (collections such as Kanopy). It would be great if we could set deactivation dates at the portfolio level. With a deactivation date, once the year of access is complete, we wouldn't have to remember to deactivate the individual portfolios.

    244 votes
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  15. Make configurable pop-up assistance in metadata editor

    Currently the po-up assistance in metadata editor for subfields 260$a$b$e$f, 264$a$b, 505$r$t and 561$a is hardcoded and it can not be deactivated. Activation/Deactivation should be configurable. We have many queries from our catalogers about that.

    242 votes
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  16. Better correspondence between number of items ordered and Quantity for pricing.

    As a Purchasing operator, I would like a better correspondence between the number of items ordered and the "Quantity for pricing" in the PO line summary.

    When we are ordering more than one item of a physical title, we have to add the extra items in the Quick add field, and then have to update the Quantity for pricing field manually. We see that Purchasing operators tend to forget to update both fields. The result is that the number of items that we intended to order, not always corresponds with the number of items that is supplied by our vendors.…

    238 votes
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  17. In Process Items_Move items in batches to the next work order

    In the page of “Manage In Process Items”, we would propose
    1) Adjust the number of each page so that more items can display on the page. That would be the maximum the staff can tick “Done” at one time.

    2) Given above, ideally we'd want to move a pack of items by jobs to the next work order.

    3) Sort out “Barcode”

    236 votes
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  18. Update URL in porfolio when attached bib record's 856 is updated

    When the URL in a bib record attached to a portfolio is updated (individually edited, or batch load/overlay of records), there should be a setting to the action so that the URL in an attached portfolio would also be updated and we don't have to remember to manually do this. We have had 2 recent instances, one where we used APIs to update bib records using our old PURL manager to use our new one, only to find that the portfolio URLs also needed to be changed separately, and one where we have a batch of vendor records with changed…

    229 votes
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  19. Change physical items job -- adding notes

    The Change physical items job allows you to add Internal notes 1-3 or Statistical notes 1-3 by REPLACING any notes that already exist in that field, but not by adding the note IN ADDITION TO already existing text. This option needs to be added. Also, the current job allows you to skip records that already contain notes in your selected field but a "successful" run does not report out which records were SKIPPED as a result.

    229 votes
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  20. Implement auto holdings for Taylor and Francis

    Implement auto holdings (autoholding, auto load, autoload) for Taylor and Francis, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    227 votes
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