Alma

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  1. Improved claiming functionality for resource sharing

    There is a need for improving claiming functionality in resource sharing. When items are borrowed by library A from library B, it should be possible for library B to automatically claim library A when lending requests are overdue.

    More details in attached file.

    224 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.

      100 votes
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        2 comments  ·  Analytics  ·  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 !

        30 votes
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        • 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.

          113 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.

            73 votes
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              0 comments  ·  Analytics  ·  Admin →
            • Include authority cross-references in Browse Bib Headings

              The very useful Browse Bib Headings tool includes only information from bib records. It would be extremely useful if it also included authority cross-references for controlled headings, similar to how the Primo browse works. This way, if a user tries to use the Browse Bib Headings and enters the non-preferred term, the cross-reference will let them know that they need to search on the preferred term.

              37 votes
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              • Resource sharing form customization

                At now we can customize only the fields to display and their labels.
                We feel the need of a deeper customization of the html (directly on the form page or via css)

                21 votes
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                  3 comments  ·  Fulfillment  ·  Admin →
                • Need a way to retrieve HOLDINGS where there are no ITEMS associated with the holding

                  Currently, there is no good way in either Advanced Repository search or Analytics to retrieve Holdings records that do not have items attached. The "has no inventory" indexing only returns bibs with no holdings, not holdings with no items. In order to have the holdings fields exposed to the Repository Search, you must select either Physical Title or Physical Item, which then only looks at records where there is an associated item record.

                  The same seems to be true in analytics. I can create an analysis using the Titles table and filter to "Number of Physical Items (All) = 0",…

                  157 votes
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                    2 comments  ·  Analytics  ·  Admin →
                  • Ability to sort Resource Sharing borrowing requests and lending requests by Request Date

                    Currently, the 'Created borrowing requests' list is sorted alphabetically by title. It would be really useful, for when we have a large number of requests, to be able to also sort it by request date.

                    61 votes
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                    • 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.

                      21 votes
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                      • Add a print test page option to printer action menu

                        It would be great to have a simple way to test Alma printers, rather than having to go through a workflow to print something out. I think a good place for this would be on the action menu for each printer.

                        59 votes
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                          1 comment  ·  Fulfillment  ·  Admin →
                        • Add API call to fetch all holdings and items associated with one bib record (MMSid)

                          It would be great to have a single API call to fetch all holdings and items related to an MMS id, which would return all this data in one big XML file. The way it works now, if you want to get, say, all of the barcodes for all items associated with a single MMS id, you have to do an api call for every holding record. So if you have a bib that has one item in 6 different locations, you have to do 6 API calls.

                          65 votes
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                          • File differences included with Release Notes

                            It would be very helpful if ExL included a Differences report (.diff file) for the Delivery-System-Skin mashup CSS file (mashup_new.css) and also any Letter-template XSLT files which have changed for each new Alma Release, and to post them alongside the Knowledge Base article for the release (ie. https://knowledge.exlibrisgroup.com/Alma/Release_Notes/0099_2017/May_2017 ).

                            Any institution which has made local customizations based on these files needs to perform a manual review each month. While this isn't so horrific for the single mashup_new.css file, it is for the Letter-templates. Having a section which lists the differences would be a huge time-saver. Bonus points for a human…

                            30 votes
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                              0 comments  ·  Other  ·  Admin →
                            • Automatic dismissal of corrected authorities from the Authority Control Task List.

                              Automatic dismissal of corrected authorities from the Authority Control Task List.
                              Improve the Authority Control Task List linking functionality so that when an authority is upgraded/corrected in the metadata editor, it is automatically dismissed from the Task List. Items are added to the Task List before an institution has had a chance to upgrade the catalogue record. Many of these authorities will routinely be upgraded at the cataloguing stage. The need to then manually remove substandard authorities from the Task List which no longer exist in the bibliographic records adds a huge burden of extra work, especially for large institutions.…

                              44 votes
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                              • Dismissing 'errors' from health check reports.

                                In the Alma health check reports we see a number of 'failed' messages every time they run (we have it on a monthly schedule) due to deliberate configuration decisions to support business processes, which are picked up in the jobs. These include things like self check profile configuration, service desk configuration (payments can only be made at only one of our libraries, at one service desk - all other service desks keep showing up as failed)

                                It would be helpful if these types of error messages could be 'dismissed' or marked as 'dismissed' and show the date they were dismissed…

                                11 votes
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                                  3 comments  ·  Other  ·  Admin →
                                • Display Logic: shared NZ choices in IZ

                                  Currently, the Display Logic settings are limited to IZ resources only; they do not allow choices for resources that are shared from the NZ among several institutions.

                                  For example, my library offers unmediated CCC document delivery for certain Wiley titles we don't subscribe to. So when I set the display logic rule, it should be "Hide service Full Text with Electronic collection = CCC Get It Now Wiley if exists service Full Text with Electronic collection = Wiley Online Library." However, because the Wiley Online Library ecollection is shared in the NZ for my consortium, it will not appear as…

                                  44 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • Add portfolio options for non-matches in PDA New Import profile

                                    There is often a discrepancy between candidate and purchase DDA records that we receive - often, we receive purchase records without first receiving the candidate records. Of course we try to correct this with vendors, but with limited success.

                                    I now force non-matched purchased records to load, but they come in with unactivated portfolios that are not in an electronic collection. Could one of these solutions be added?

                                    - Preferably, additional portfolio options for the New Order import profile to activate the portfolio and put it in a collection
                                    - Alternately, some sort of action or notification that there has…

                                    22 votes
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                                    • Display patron account expiration date on manage patron services screen

                                      It would be helpful to display the patron's expiration date on the manage patron services screen so that an operator does not need to navigate to the patron record and the "general information" tab just to see the patron's expiration date.

                                      11 votes
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                                        1 comment  ·  Fulfillment  ·  Admin →
                                      • Approved Purchase Requests should NOT appear in My Task List

                                        The purpose of the My Task List is to highlight and provide easy access to Tasks which are awaiting processing. Only InReview and new, unprocessed Purchase Requests should appear in the Task List.

                                        Ex Libris Response: "After the request is approved (or rejected), it is moved automatically to the Unassigned tab (thus, populating the Tasks list) for reference purposes. Users with the Selector - Extended role can delete requests (e.g. from the Unassigned tab), this updating the counter in the Tasks list."

                                        We maintain that this is a bug, not an enhancement request -- Ex Libris has not yet completed…

                                        35 votes
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                                        • 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…

                                          114 votes
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                                            0 comments  ·  Other  ·  Admin →
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