1698 results found

1. Additional Report to ExLibris Option

   Adding the option to "Report to Ex Libris" from the Electronic Titles search page would make reporting issues to them much more streamlined.

   Currently you have to
   1) Find out what collection it is in
   2) Go to the portfolio list
   3) Search for the title
   4) Then you have the option to Report to Ex Libris by clicking the three dots

   https://app.screencast.com/a6QyxCDQwdeNf

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2. Flag individual articles in Alma as being unavailable.

   ExLibris cannot verify accuracy between supplied metadata and a referenced database. As a result, there are times when an article is listed in Primo as available online; However, when the patron tries to retrieve the article, the database returns a not found error. This has been frustrating for our patrons.
   Currently there is no way to flag an individual article as being unavailable. As a result, this becomes a recurring error for our patrons; with no option to correct.
   Suggest providing a way to:
   1. flag individual articles as available / not available by database
   2. date and notes on why the article was flagged
   3. ability to delete the flag when no longer needed.

   ExLibris cannot verify accuracy between supplied metadata and a referenced database. As a result, there are times when an article is listed in Primo as available online; However, when the patron tries to retrieve the article, the database returns a not found error. This has been frustrating for our patrons.
   Currently there is no way to flag an individual article as being unavailable. As a result, this becomes a recurring error for our patrons; with no option to correct.
   Suggest providing a way to:
   1. flag individual articles as available / not available by database
   2. date and notes on… more

   3 votes

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   4 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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3. Add Lender/Borrower addresses to Label code table in select Fulfillment and Resource Sharing letters

   Fulfillment letters and Resource Sharing related letters would benefit from having an easy mailing label field, to be toggled on and off in the “Labels” section for letter editing when a Library would like to add a mailing label to a letter.

   With collaboration from our Alliance colleagues, we created a shipping label directly on our Ful Resource Sharing Request letter. When we print our pull slips, a second page is automatically generated with a printed mailing label with the Borrowing Schools address information, along with information to allow our mail room to expense it to the correct fund. By adding this to the pull slip, we skip needing to print a separate shipping label later, increasing our efficiency and saving paper.

   We think this is a valuable enhancement to the use of this letter, and think it should be added as a “label” or set of labels to toggle on and off for other folks to use and not have to write the extensive coding we did. We like not having to waste paper and cut out extra steps when doing Resource Sharing.

   We also think this could be added to other letters, such as the Borrowing Receive letter, to be kept with the item until we need to mail it back.

   Fulfillment letters and Resource Sharing related letters would benefit from having an easy mailing label field, to be toggled on and off in the “Labels” section for letter editing when a Library would like to add a mailing label to a letter.

   With collaboration from our Alliance colleagues, we created a shipping label directly on our Ful Resource Sharing Request letter. When we print our pull slips, a second page is automatically generated with a printed mailing label with the Borrowing Schools address information, along with information to allow our mail room to expense it to the correct fund. By… more

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4. Display logic rules: always allow use of "OPEN_ACCESS" criteria

   Currently, if Alma's enableopenaccessservicesfromunpaywallapi Fulfillment setting = true, then in Display Logic Rules we gain the ability to write rule criteria that considers the presence of open access service links. If the fulfillment setting = false, that DLR option disappears.
   We assume this connection was made at a time when the Unpaywall API setting was the only way that OA services might get into Primo, so there was no need for OA services to be a criteria in DLRs when the Unpaywall API was turned off.
   However, we've found that the new Unpaywall CZ collection is able to generate OA service links even when the global Unpaywall API setting = false. As a result, we'd like the option to be able to write DLR's that can consider whether or not OA services are present regardless of whether the Unpaywall API setting is true or false (example: so we could hide ILL services when OA services are present).

   Currently, if Alma's enableopenaccessservicesfromunpaywallapi Fulfillment setting = true, then in Display Logic Rules we gain the ability to write rule criteria that considers the presence of open access service links. If the fulfillment setting = false, that DLR option disappears.
   We assume this connection was made at a time when the Unpaywall API setting was the only way that OA services might get into Primo, so there was no need for OA services to be a criteria in DLRs when the Unpaywall API was turned off.
   However, we've found that the new Unpaywall CZ… more

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5. User Record Templates

   It would be great if the library could create "templates" for different types of user records that automatically fill in things like the User Group and that have different required fields depending on the type of template. This would make it easier for staff to create user records on the spot.

   9 votes

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6. Contribute to CZ records : GND Authority File for 1XX/7XX Fields

   A library wants to enhance CZ Bibliographic Records, one is asked by ExLibris to comply to their cataloguing standards (Alma Community Catalog: Cataloging Standards, Policies, Rights, and Responsibilities (exlibrisgroup.com)). On page 7 of those standards it is stated:

   "Since we have a one record policy in the CZ, the issue of languages has been the most challenging part of the solution. The current decision is that the language of the item dictates the language for cataloging. (…) Similarly, the forms of name used as authorized access points in the record should be consistent with the language of cataloging--– LCNAF if 040 $b eng, GND if 040 $b ger, etc."

   Now, if the librarian try to edit a field 100 in a CZ record and press F3, she/he gets only the LCNAMES displayed. She/he cannot access GND, IdRef or any other authority file provided by the CZ.

   Bibliographic data in CZ is becoming increasingly important. For normalization in Primo of bibliographic data in NZ with those in CZ to work, normalization of bibliographic data in CZ with authority data is essential.

   The idea: For bibliographic data in the CZ, F3 can be used to link the fields 1XX/7XX with authority data by using $$2 for the vocabulary

   A library wants to enhance CZ Bibliographic Records, one is asked by ExLibris to comply to their cataloguing standards (Alma Community Catalog: Cataloging Standards, Policies, Rights, and Responsibilities (exlibrisgroup.com)). On page 7 of those standards it is stated:

   "Since we have a one record policy in the CZ, the issue of languages has been the most challenging part of the solution. The current decision is that the language of the item dictates the language for cataloging. (…) Similarly, the forms of name used as authorized access points in the record should be consistent with the language of cataloging--– LCNAF if… more

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7. No requesting when available items in institution

   We would very much like there to be an option in Alma fulfillment units (On Shelf Request Policy): "No requesting when available items in institution".

   The meaning of which would be that if there is at least one (requestable) item available at any holding, the user will not be able to make a title request. The system will consider all items in the institution, not just one holding at a time.

   Currently we use the "No Requesting from available holding" option which means that when all (requestable) items on one holding are checked out, then the user can make a title request. There are however often items available in other holdings (often in other libraries) and the user will not understand that the request only will apply to the items on holdings where all items are checked out. The worst-case scenario would be when a user waits for weeks for a requested book he or she could have fetched from another library the very same day. Our libraries are not far from each other.

   Another complication is when items are being recalled even though there are available items in other libraries. This is also hard to understand for our users.

   A third complication is when an item, belonging to a holding not involved in the request, is checked in, the request will not apply to that item. We want a request to be valid for all requestable items.

   We do not want to use “PickUp Anywhere Regardless of Availability” because that would mean too many book transports. We need to stop the users from requesting available material on open shelves.

   We would very much like there to be an option in Alma fulfillment units (On Shelf Request Policy): "No requesting when available items in institution".

   The meaning of which would be that if there is at least one (requestable) item available at any holding, the user will not be able to make a title request. The system will consider all items in the institution, not just one holding at a time.

   Currently we use the "No Requesting from available holding" option which means that when all (requestable) items on one holding are checked out, then the user can make a… more

   6 votes

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8. Allow access to "Roles Privileges" configuration for General System Administrator

   Allow access to "Roles Privileges" configuration for General System Administrator

   Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)

   Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.

   Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:

   1. know what the possibilities are for restricting specific privileges
   2. make constructive requests of Alma support for tailoring the privileges on a specific role.
   3. see when a role has had its privileges changed from the defaults, to better understand Alma system behavior

   Because of the potential for negative effects on Alma users ability to work in the system, access should be restricted to General System Administrator (User Administrator is another possibility, but General System Administrator would be my top choice)

   Example screenshots of what the configuration looks like to Ex Libris staff are attached.

   Allow access to "Roles Privileges" configuration for General System Administrator

   Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)

   Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.

   Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:

   1. … more

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9. Check coverage dates on physical holdings by link resolver

   When there is no full-text match for an electronic title, the link resolver can bring back a bib record for physical holdings. However, since the coverage in the 866 field is not being checked, this shows records which do not match the dates desired sent by the the open URL.

   Please consider implementing a check on the coverage dates of physical holdings to make things less confusing for patrons.

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10. Add "Copy ID" to loan information in Manage Patron Services

    When viewing a patron's current loans in "Manage Patron Services", Alma will display information like the loaned item's barcode, but it doesn't display its "Copy ID". When libraries have multiple copies of one item, it can be difficult to tell which item is out on loan to a specific patron without leaving the Patron Services page and going to view the item itself. "Copy ID", like "Barcode", is a unique identifier for an item and should be visible in the same way.

    5 votes

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11. Adding the possibility to display the portfolio lists and the item list when creating a lending request from search

    When creating a lending request from search, it would be nice if we could display the portfolio list and the items in order to have more info about the availability (coverage and status)

    7 votes

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12. Internet Archive Book Reader

    The Internet Archive Book Reader viewer configured to flip pages left-to-right unless value coded in 008 pos 35-37 (language) is taken from a close list of languages (as documented: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/090Discovery_Interface_Display_Logic/040Digital_Services)

    In cases of visual materials such as photographs, the code of 008/35-37 would be zxx (which means: No linguistic content). The value zxx does not appear in the Right to Left list of languages, therefore the viewer would flip Left to Right.
    However, there are cases (such as photo albums) where the object should flip Right to Left.
    Currently there is no way to both Catalog by Standard and flip Right to Left.

    Please add an option to predefine the direction of the pages flipping without the need to distort the cataloging scheme.

    The Internet Archive Book Reader viewer configured to flip pages left-to-right unless value coded in 008 pos 35-37 (language) is taken from a close list of languages (as documented: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/090Discovery_Interface_Display_Logic/040Digital_Services)

    In cases of visual materials such as photographs, the code of 008/35-37 would be zxx (which means: No linguistic content). The value zxx does not appear in the Right to Left list of languages, therefore the viewer would flip Left to Right.
    However, there are cases (such as photo albums) where the object should flip Right to Left.
    Currently there is no way to both Catalog by Standard and… more

    6 votes

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13. Add support for importing .mrk files

    At the moment Alma only supports importation of resources as .mrc files. These files are trickier to work with than .mrk and add a lot of unnecessary time to our import workflows (converting back and forth, "saving as" frequently, losing changes - especially for large imports).

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    0 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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14. New PO line: Add pickup capabilities to autocomplete fields (for example, Interested users)

    The following improvements were implemented to New Layout for PO Lines in Alma February 2024 release, so the pickup capability has been added to the Venders and Funds:

    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202402

    Improvement to the New Layout for PO Lines

    February 2024 Acquisitions
    Some improvements were implemented to the new layout for PO Lines.

    The existing Material Supplier and Fund fields were enhanced to allow users to select the value from a list which opens in a sliding panel. This is in addition to the existing option of selecting a value from the dropdown menu or typing the name of the vendor/fund.

    However, the "Interested Users" does not yet have the pickup capability. This makes it more time-consuming to find and register users compared to the old UI

    • When searching users with two kanji characters family name, entering the family name in the ‘Add Interested User’ field often retrieves no result.
    • Due to the large number of "Interested Users" candidates, it is difficult to find the correct user by scrolling through the search box.

    Please add the pickup capability to the "Interested Users" as well. This would greatly improve the efficiency of the process.

    The following improvements were implemented to New Layout for PO Lines in Alma February 2024 release, so the pickup capability has been added to the Venders and Funds:

    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202402

    Improvement to the New Layout for PO Lines

    February 2024 Acquisitions
    Some improvements were implemented to the new layout for PO Lines.

    The existing Material Supplier and Fund fields were enhanced to allow users to select the value from a list which opens in a sliding panel. This is in addition to the existing option of selecting a value from the dropdown menu or typing the name of the vendor/fund.

    However,… more

    4 votes

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    0 comments  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
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15. provide means to access our Alma and Primo data via our own analytics tools

    we need to analyse and combine our data with data from other systems that are in use at the university. extracting data from Alma in a meaningful way is way too cumbersome to be useful. all methods that I am aware of are based on an Analytics report, and have restrictions on numbers of rows that can be exported at one time. E.g. we would need to compare data from our reading list system (which we can access using an ODBC connector despite the system being SaaS) with print and electronic holdings in Alma and their usage. I do not particularly want to go down the route of duplicating our Alma holdings in a local repository. When I contacted ExLibris support about possible solutions I was asked to add this to the ideas exchange.

    we need to analyse and combine our data with data from other systems that are in use at the university. extracting data from Alma in a meaningful way is way too cumbersome to be useful. all methods that I am aware of are based on an Analytics report, and have restrictions on numbers of rows that can be exported at one time. E.g. we would need to compare data from our reading list system (which we can access using an ODBC connector despite the system being SaaS) with print and electronic holdings in Alma and their usage. I do not… more

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16. Overdue notifications

    If a user has an overdue notification fee the title of the book for which they got the fee is not mentioned in the Titles colum of the Fines tab on the user record. If it was it would help us explain the fine to a user looking for an explanation at the counter. Can this be fixed?

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17. Allow groups of partners to be selected in rules tables by rota template or other attributes

    We are a large university, with many resource sharing partners. We would like to set up rules concerning certain groups of partners, e.g. we charge more for sending physical items internationally due to the cost of postage, and want to set up Shipping Cost rules to reflect that. Unfortunately, it seems like the only way to do so is to select "partner" as a parameter and select each partner individually.

    We would like to be able to select all partners with particular attributes, e.g. all partners in a particular rota template, or all partners using a system type. This would mean these groups could be maintained in a single location and quickly assigned when setting rules.

    We are a large university, with many resource sharing partners. We would like to set up rules concerning certain groups of partners, e.g. we charge more for sending physical items internationally due to the cost of postage, and want to set up Shipping Cost rules to reflect that. Unfortunately, it seems like the only way to do so is to select "partner" as a parameter and select each partner individually.

    We would like to be able to select all partners with particular attributes, e.g. all partners in a particular rota template, or all partners using a system type. This would… more

    3 votes

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18. Add flags to tabs in vendor interface record area

    We noticed the little corner/flag is not changing on the vendor interface details tabs when we add administrative information/access information/statistics information. We thought it would show like the notes tab with a dark corner when we enter information so we know that we have stuff in these tabs. We thought it was a glitch, so we reported to Ex Libris. They said it is by design:
    The answer is that it is by design. The little corner flag is an indicator that there is system or user generated content like populated tables or lists. It doesn't indicate that form data has been filled in.
    The documentation on it is here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/The_Alma_User_Interface#Tabs

    The tabs that you have asked about are tabs that only have forms where data is filled in, not tables that are configured.

    I would like to advocate to have the corner flag show anytime on a tab that has user content input into it, especially on the vendor interface tabs. This way we will know if we have entered admin credentials or not.

    We noticed the little corner/flag is not changing on the vendor interface details tabs when we add administrative information/access information/statistics information. We thought it would show like the notes tab with a dark corner when we enter information so we know that we have stuff in these tabs. We thought it was a glitch, so we reported to Ex Libris. They said it is by design:
    The answer is that it is by design. The little corner flag is an indicator that there is system or user generated content like populated tables or lists. It doesn't indicate that form data… more

    7 votes

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    1 comment  ·  Acquisition - Vendors  ·  Delete…  ·  Admin →
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19. Delete bibliographic records - Limit Match of Bibliographic Records to a Specific Electronic Collection

    In scenarios where a vendor has provided ISBNs of titles they have removed from an e-book package but it is likely that the same titles are included in other e-book packages, it would be good to be able to limit the deletion to a specific electronic collection. This feature would have to recognise to only delete bibliographic records matching a specific collection where the records do not have active portfolios belonging to other electronic collections. Use case: ability to batch delete locally held e-book records from vendor A only if they are NOT also part of vendor B’s e-book package.

    The “Select an Electronic Collection to match against” would be the same field as newly added to Repository import in Feb 2024.

    In scenarios where a vendor has provided ISBNs of titles they have removed from an e-book package but it is likely that the same titles are included in other e-book packages, it would be good to be able to limit the deletion to a specific electronic collection. This feature would have to recognise to only delete bibliographic records matching a specific collection where the records do not have active portfolios belonging to other electronic collections. Use case: ability to batch delete locally held e-book records from vendor A only if they are NOT also part of vendor B’s e-book package.

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    0 comments  ·  Resource Management - Electronic  ·  Edit…  ·  Delete…  ·  Admin →
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20. Abilty to edit the authorities from CZ

    In bibliographic records and in Browse Bibliographic Records you can check the information of the linked authority - also CZ authorities. The possibility to take the authority directly in edit mode, as you have the right to edit authorities of the CZ

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