Alma

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  1. Ability to create a set of holdings records in Alma

    Currently in Alma you can conduct a repository search to create a set of physical titles (bibliographic records) or physical items (item records). Although you can do an Advanced Search of certain data fields in holdings records, there is no functionality to create a set of holdings records.

    (You can create a set of titles or items and run the manual jobs: change physical items or change holdings information. Unfortunately, the set of physical titles include all holdings records linked to the bibliographic records (including holdings records you may not want to change). And you don't always have search criteria…

    59 votes
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    • Extend time before analytics times out

      Whenever I am working on an analytic report, it often takes hours. But after a few minutes, if I do not go back to Alma to do a fake search to refresh its link to analytics, analytics would time out.

      Can you extend the time to at least an hour before analytics times out?

      173 votes
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        5 comments  ·  Analytics  ·  Admin →
      • Make more sort fields available in Physical Item Sort Routines

        Functionality wanted:
        Make more sort fields available in the Physical Item Sort Routines, to include all enumeration and chronology fields, as well as receiving date and material type. Retain sort routine selection in all areas of Alma, including when receiving.

        Use case: Currently the limited options available in the Physical Item Sort Routines do not allow for serial items with no volume or number to be displayed in correct chronological order. Instead they sort alphabetically by month. Serial items published daily do not sort in correct chronological order, because the chronology field J is not an option in the Physical…

        77 votes
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        • Delay time between receiving an item and sending email notice to patron

          We would like to be able to configure the amount of time between receiving an item and sending an email notice for pickup to a patron. We receive items in batch and then file them onto the hold shelves in batch. Some time is need between these batch processes.

          Current workarounds include: including text in emails that students might not read or scanning the items through two separate workflows.

          Being able to configure the trigger for the email notice would be much better.

          95 votes
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          • Ability to Configure Borrowing Requests Status in Primo

            The status of borrowing requests is displayed in the user's account (MyLibrary) in Primo. The statuses are not very user-friendly as they are the Alma statuses that are meant for staff. For example, "Locate failed" is quite disturbing for a user to see when checking the status of their resource sharing borrowing request.

            We have been told that these values are in a hidden table in Alma and cannot be translated. We would like to be able to configure this table, or be able to map these statuses in a better way.

            47 votes
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            • In Analytics add fund information to e-inventory subject area. This needs to be available at both the collection and portfolio levels.

              The e-inventory subject area needs fund information added to it at both the collection and portfolio levels so users can write reports that show them how much they have paid for their e-inventory based on a given fiscal year and/or at the p o line level.

              176 votes
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                7 comments  ·  Analytics  ·  Admin →
              • Implement Just in Time (JIT) SAML provisioning

                With Just-in-Time provisioning, you can use a SAML assertion to create users on the fly the first time they try to log in. This eliminates the need to create user accounts in advance from a SIS or FTP file download. Only an authenticated user would be created once validated through the login process. JIT provisioning is common in larger systems like SalesForce.

                31 votes
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                • temporarily unavailable

                  For electronic collections - under the Activation tab for Service temporarily unavailable:

                  Instead of selecting a date to turn the notice on, allow staff to select the date on which the notice will automatically expire, and then on that date, have Alma automatically set the temporarily unavailable button to off and blank out the reason/text box. Also, consider making that text appear in red.

                  Logistically, it makes more sense for the notice to automatically disappear, since there is no mechanism in Alma to remind the staff member that such a notice has been added to an electronic collection. So setting…

                  53 votes
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                  • Export slips to PDF

                    Currently, Alma only allows exporting slips to Excel or "printing" to an email address. Please *please* add an option to export to PDF, using similar output that gets sent to a printer. Seems like it would be easy to add, and would be immensely useful.

                    Jeremy Kurtz
                    Arizona State University

                    54 votes
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                      1 comment  ·  Other  ·  Admin →
                    • Fulfillment Network - Institutional drop down menu for patron/item

                      Fulfillment Network - find patron/item from another institution: Currently in Alma, when selecting either an item or patron from another institution, the drop down menu is in a random order. There should be a way to change the sorting of that list (alphabetically for example). This menu can be found in the Manage Patron Services, Return Items, and Scan in Items.
                      This carries over to Primo for users placing requests. Both the institution and fulfillment network scopes. The pickup institutions should be listed alphabetically.

                      78 votes
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                        0 comments  ·  Fulfillment  ·  Admin →
                      • Obligate the user to choose a pick up location in the resource sharing form

                        On Renouvaud the users could fill in a form to request an article or a book for the Inter Library Loan.

                        But, they don't read all the form and much of them don't choose a pick up location.

                        The problem is that if they don't choose one, a "default pick up location" is selected.

                        We would like that the drop down menu begin not with a pick up location but a little sentence which ask the user to choose a location (see attachments).

                        Thanks !

                        43 votes
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                        • Allow staff level renewing of items marked as "lost", or the ability to bulk process from "lost" to "found".

                          I'd like the ability to either allow staff to renew items listed as "lost" or at least be able to bulk process items marked as "lost" to "found" so we can then renew them.

                          38 votes
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                            0 comments  ·  Fulfillment  ·  Admin →
                          • Display logic rules should work on Primo users NOT logged in

                            Display logic rules currently only work if a user logs in Primo. Also, the rules only work to hide a service (not show a service). Also, Primo New UI does not allow forcing users to log in.

                            So, we have a scenario where we want CCC Get It Now articles to display only for our Faculty user group. However, the article links are displaying to everyone (guest) - until the user logs in and then the links are hidden for everyone except our faculty. Because everyone starts out in Primo as guest, this defeats the purpose of the rule.

                            Another…

                            32 votes
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                              0 comments  ·  Other  ·  Admin →
                            • Barcode field should be active when "Set Barcodes" opens

                              When receiving physical items, "Receive and set barcodes" should open the "Set barcodes" dialog box with the barcode field active. This would remove the need to click in the field before scanning in the new barcode.

                              48 votes
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                              • Include storage location ID field in pick from shelf API's for display in Alma Mobile

                                See this email thread from Alma-L:

                                Hi Caroline,

                                We would need to enhance the data returned in the pick from shelf APIs to include the storage location ID field in order for it to appear in the display in Alma Mobile.

                                Would you put this on the Idea Exchange (http://ideas.exlibrisgroup.com) and let others comment on your idea? We would like to find out if other customers would also like to see this field in the Pick From Shelf display.

                                Best regards,

                                Mike Dicus
                                Alma Product Manager
                                Mike.Dicus@exlibrisgroup.com

                                From: Alma [mailto:alma-bounces@exlibrisusers.org] On Behalf Of Caroline Rew
                                Sent:…

                                24 votes
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                                  1 comment  ·  Mobile  ·  Admin →
                                • Possibility to configure that a patron can login into his/her account in Primo AFTER expiration date, to view open fees / fines and or loans

                                  Currently a patron whose expiration date has passed is not able to log into his/her Primo account. The patron can neither see open fines/fees nor loans.

                                  We suggest:
                                  * institution-wide option to allow or permit users read-only-access to there Primo accound after patron’s expiry date (in Alma)
                                  * user manager role not necessary to do any changes in role expiration dates.
                                  * no additional functionality outside Alma needed that uses the API to achieve the goal.

                                  153 votes
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                                  • create out-of-box institutional standards reports (i.e., ACRL, IPEDS,ARL)

                                    Since many institutions have to complete these standardized reports annually, it would be helpful if a template existed for each one so we wouldn't have to re-create them each year. As the reports are revised by the sponsoring organization/agency then Ex Libris can update the out-of-the-box report as part of the monthly features.

                                    99 votes
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                                      0 comments  ·  Analytics  ·  Admin →
                                    • Allow reactivation of withdrawn items

                                      It would be very useful to be able to easily reactivate/reinstate withdrawn items. For example, an item that has been made missing, not found, and deleted may turn up later. This is happening more frequently as we are carrying out large scale stock projects, and will increase when we begin regular stock taking.

                                      Ideally when a deleted item is returned or scanned in a message box would alert the user:

                                      "This item was withdrawn on dd/mm/yyyy.

                                      Would you like to reactivate it?

                                      Proceed/Cancel"

                                      All the necessary data appears to be retained (and can be seen in Analytics), and I am…

                                      35 votes
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                                      • Set up Online Service Order configuration in the NZ and be able to share with the IZ.

                                        We would like to be able to set up Online Service Order in the NZ and share that configuration with the IZ. The goal is push the shared OA e-collections to the bottom of the list so they do not display first in the list.

                                        26 votes
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                                          0 comments  ·  Fulfillment  ·  Admin →
                                        • 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…

                                          18 votes
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