Alma Enhancement Requests

1

Catalog request system

Hide the fines section on the My Accounts page if the patron has no fine transactions

@Andrea Loigman

Jun 24, 2024

2

Catalog request system

Display the total debit/credit on top of page if patron owes library money or has credit amount

@Andrea Loigman

Jun 24, 2024

3

Catalog request system

Remove authority record URLs from author field on My Accounts page

@Andrea Loigman

Jun 24, 2024

4

Catalog request system

Incorporate Scan and Deliver functionality for Rubenstein - e.g., allow a request scan for Rubenstein that goes into their scanning workflows

@Jennifer Baker

Jun 24, 2024

5

Catalog request system

Improve handling of analyzed set records in CRS when they appear

@Erin Nettifee

Jun 24, 2024

6

Catalog request system

Integrate “Patron card will expire soon” messaging into CRS

@Erin Nettifee

Jun 24, 2024

7

Catalog request system

Limit pickup location to owning sublibrary in cases where that is part of the requesting rules

@Andrea Loigman

Jun 24, 2024

8

Vendors

IN PROGRESS

Migrate FOLIO ERM Organization Contacts and Interfaces to Alma. Already documented as a sub-project of the Alma Integration Project. Update via Vendor API.

Update 8/12/24: Work to migrate these manually is underway to avoid risks using the vendor API.

Zhaneille and Yan have volunteered to work on copying/pasting this data manually rather than wait for developer support especially since the vendor API is tricky/risky.

@Julie Brannon

Jan 25, 2024

9

Orders

Migrate Aleph Order/Subscription Log Notes to Alma Orders. Already documented as a sub-project of the Alma Integration Project. Update via PO line API. Must complete before Aleph goes away since it’s easier to view in Aleph than in the DSC

@Julie Brannon

Oct 17, 2023

10

Orders

IN PROGRESS

Update orders that were migrated from Aleph to add order reporting codes, if possible.

• Two reporting codes are currently defined in Alma and it would be helpful to populate migrated orders with reporting codes. Open orders only or all?

• Need to query the Aleph Z68 table to gather the order material type and three-digit selector initials from the order library note field and crosswalk those values to the reporting code controlled vocabularies. Update via PO line API.

Update 8/13/24: Virginia Martin is coordinating these updates using Alma sets/jobs to make these updates. Consultating with DUL Monograph Acquisitions and RL about specific mapping from Aleph values using this spreadsheet.

@Julie Brannon

May 1, 2024

11

E-resource inventory

Migrate notes on tracked resources in 360 to Alma - we track owning library in a 360 note and that data didn’t migrate to Alma. Could update via PO line API.

Note: Check in with the ERM Imp Team to prioritize this given the complexity of this task.

@Julie Brannon

Apr 24, 2024

12

Orders

Update the PO line owner of migrated open electronic order records from each of the Perkins sublibraries to the new ‘DULERESOURCES’ library, if possible. Investigate whether this is possible to update using the Alma job “Update PO Lines Information - Advanced” which allows updates to PO line owner on a set of orders.

Not high priority, developer resources may not be needed.

@Julie Brannon

May 15, 2024

13

Vendors

IN PROGRESS

Change procurement and credit card vendors to remove “material supplier” checkbox since invoices for those vendors should be restricted to credit card payment method. Requires query of Aleph Z70 note field for text “Procurement Vendor”, “Internal,” or “Credit Card Vendor” since that’s how those vendors are categorized in Aleph. Count: 2397 active vendors.

Julie provided a list of vendors to Bill Verner. He plans to work with Penny Brown to update these manually rather than risk making updates using the Vendor API.

@Julie Brannon

May 29, 2024

14

Link Resolver

A blog post on the Alma Developer network shared info about another institution has setup link resolver redirect and Virginia Martin suggests we consider looking into this since it could help reduce work for staff in the future if we change resolvers. See https://developers.exlibrisgroup.com/blog/Alma-link-resolver-set-it-and-forget-it/

@Julie Brannon for @Virginia Martin

May 23, 2024

15

TRLN Discovery

Assess the approach to record numbers in TRLN (preserving Aleph numbers in URLs - URLs for Discovery Systems and Requesting ) to bring consistency to URL structure

MADS

Jun 26, 2024

16

Course Reserves

IN PROGRESS

Implement course loading in Alma from SIS bursar data - necessary to support course enrollment data for copyright clearance

@Erin Nettifee

Apr 15, 2024

17

Orders

IN PROGRESS

Run job to update PO Line status of the Z16 subscription orders (or delete) that we wanted to prevent from migrating (list of records here). See Chana’s recommendations on Basecamp thread.

Higher priority - can be done via Alma sets/jobs? Bethany offered to work on this

@Julie Brannon

Jul 2, 2024

18

Link Resolver

Want to offer the option of a pre-filled ILL form in the Alma Link Resolver if an electronic resource is not available.

@Megan Von Isenburg

Aug 15, 2024

19

Smith pick-up for Library Staff

We want to offer desk delivery for library staff located at Smith Warehouse. Possibility of using patron delivery configuration.

LSP SG

Aug 28, 2024

20

Integrate ILLiad with Alma

Use one or more available ILLiad plugins and configure ILLiad as a resource sharing partner in Alma to enable more centralized resource sharing

Michael Edwards

Jul 1, 2024

21

Notice enhancement - add netid to hold slip

Having the netID on the holds slip would help staff when converting unfound holds to ILL requests.

Michael Edwards

Aug 28, 2024

22

Automatically load the patron preferred name from identity management

OIT allows patrons to input a preferred first name if different from their legal first name. We’d like to load that preferred first name into Alma so it can be used on notices.

CAST

Sep 18, 2024

23

ILL/Discovery

Move 360Link use of special MCL PubMed link to Summon. Due by 5/31/2025

Jacquie Samples

Sep 24, 2024