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579 results found

  1. Add 'Renewal Note' to Analytics

    We use the 'renewal note' field on the POLs of our journal renewals. We then use Analytics to create lists of titles to be worked on and annotated as we make decisions on renewals. However, it's not possible to add the 'renewal note' to a report from Analytics, and hence we can't get all the relevant information easily into a single report. Please can this field be made available?

    18 votes
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    Completed  ·  Dana Moshkovits responded

    Completed as part of the Alma February release:

    The Renewal Note field was added to the PO Line dimension for every subject area in which it appears. It displays the note of the PO line renewal for continuous orders.

  2. Export Note to vendor into Excel

    We noticed, that when exporting a number of POLs to Excel (for example from the claims list, but also from regular search results list), the "Note to vendor" is not exported.

    This field would be very helpful for manual claiming.
    Is there any way, you could add this field to the export-function?

    156 votes
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    Completed  ·  Dana Moshkovits responded

    An option to present the "Note to vendor" is added to the file exported to Excel when exporting a list of PO lines (Export all fields).

    For more information please see Alma May Release Notes

  3. Add a loan time parameter in XSL similar to new_due_date_str

    I was following the tutorial labeled "Letters - displaying the due date hour and a time zone related message in the fulfillment courtesy notice" located here: https://knowledge.exlibrisgroup.com/Alma/Training/Extended_Training/Presentations_and_Documents_-_Letters i was using the newduedate_str option for a lost loan letter and it worked for the due date but not for adding a time to the loan date. I discovered there isn't a way to add the time the item was loaned out like you can with the due date. This is sometimes useful information for patrons when they are trying to track down an item they have lost.

    8 votes
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    2 comments  ·  Other  ·  Admin →
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  4. Ability to track changes made to all fields on Electronic Collection record history tab

    Presently, only changes made to some fields in an electronic collection record are tracked on the Electronic Collection Record History tab. For example, if I enter text in the Description field on the Electronic Collection Description tab, the History tab shows a "Modification Date" but does not indicate what field was modified. If I change the Access type field on the General tab, the History tab does not record that any change was made.

    The usefulness of the History tab is greatly reduced if not all field changes are tracked. It is more difficult to trust the system or to…

    89 votes
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  5. Restrict access to analytics objects via role AND scope

    When a staff member provides access to an analytics object and adds a role via "add role" there is no option to add a scope to a role. For example when editing an analytics object such as a report and the staff member adds role "physical inventory operator extended" there is no way to see "only if physical inventory operator extended has scope law library". When a staff member is editing an analytics object such as a report and adds a role via "add from profile" Alma will look only at the roles in the profile and not the scope.…

    16 votes
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    Completed  ·  0 comments  ·  Analytics  ·  Admin →
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  6. Please add the "suppress bibliographic record" to the log of the "view versions" in the MD editor

    Hello,

    We would like to have the ability to know when and by whom a bibliographic record was suppressed, when checking the "view versions" in the MD editor.

    Thanks.
    Dafna

    219 votes
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  7. JSON reports for zero usage are not including a usage data line

    Ex Libris have advised that the current behaviour is by design. When Alma loads an empty file that does not contain any usage data, the log will show "Failed" with no reason or description for the failure. Alma reports should include a message to indicate that there was zero usage, so that users know Alma has conducted a successful harvest.

    3 votes
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    Completed  ·  Dana Moshkovits responded

    As of May release Alma knows to handle 3060 error messages coming from vendors which have difficulties analyzing the standard R5 date format. in these cases Alma will re attempt to send the request with a different date format for the vendor to process.

    Additional handling was done to files which were “Fully processed” but did not contain any usage data. In the past the “data description” column was empty.
    In cases where the harvest was successful and there was no data in the file, the status of the harvest will be “Completed – No valid report items found in the file”

    In case a single harvest brought a file with usage for multiple months, and some months had usage while others don’t the status of the harvest will be “Completed”.

    Vendors which Alma can now better communicate with are:
    Sage Journals
    Duke Press
    MIT Press
    American Society of Civil…

  8. Add "Can't edit restricted users" and "Disable all login restrictions" field options to user analytics or staff login report

    In order to improve security of our Alma institutions, and better manage named users or staff users, we need to be able to generate a user report that displays permissions related to security such as "Can't edit restricted users" on relevant roles, and "Disable all login restrictions."

    Being able to identify which named users have IP restricted login disabled, and which named users have access to editing restricted user groups helps us to be sure that only designated named users have broad access to Alma--we shouldn't have to check this manually, user by user. We should be able to run…

    6 votes
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    0 comments  ·  Analytics  ·  Admin →
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    Completed  ·  Dana Moshkovits responded

    The following fields were added to Users > User Details:
    Can’t edit restricted users – indicates if the user can edit restricted user groups
    Disable All Login Restrictions – indicates if the user has IP login restrictions disabled

  9. Cancellation notices should be sent to requesting staff via email when a temporary move or work order request is cancelled.

    Currently, if a temporary move request or work order request is cancelled for any reason, the staff member who initiated the request does not receive a cancellation notice. The user who cancels the request will see the option to notify the requester, but this is extremely misleading because the notification doesn't go anywhere and isn't viewable in the record of a cancelled item. Example: a reserves staff member places a temporary move request for course reserve on an item in another location. The staff member at the other location cannot find the item, and cancels the request with a reason…

    17 votes
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    Completed  ·  Dana Moshkovits responded

    Alma now sends cancelation notices to requesting staff via email when a move or work order request is canceled. Cancelling any non-patron request (such as work orders or move requests) with the ‘Notify User’ checkbox enabled will send the cancelation letter to the request creator, such as the operator who placed it.
    For more information please see Alma June Release Notes
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202106BASE

  10. Add Expiry Date as optional field to display in Profile Role list

    We depend on Profiles (Config > User Management > Profiles) to assign multiple roles to many new student hires each semester. We set all student roles to expire at the end of each semester and renew roles each semester for returning workers. We started adding Expiry Dates to roles in frequently-used student Profiles to gain efficiency. We must update the Expiry Dates in each role in a profile in advance of the next round of student staff onboarding. Profiles that are applied less frequently do not get this Role-Expiry Date treatment.

    The problem is that the Profile Roles list display…

    3 votes
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    Completed  ·  Dana Moshkovits responded

    “Expiry Date” has been added as new column to User Profile’s Roles page.
    As of July Release

  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…

    962 votes
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  12. Add 'Test access' button to New Portfolio editor

    When adding a new local portfolio in an electronic collection we will always test access before the task is completed.
    Currently we have to click 'Save and done', search for the portfolio and then test access. If the link is incorrect, we have to edit, save, and test again.

    Please add the 'Test access' button in the New Portfolio editor as in the Electronic Portfolio Editor to save us time and extra clicks.

    216 votes
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  13. Add ability to load split coverage dates with portfolio loader & export split coverage dates from Alma using standard export methods

    This feature would add the ability to load and export split coverage date ranges for Alma portfolios. Currently, the portfolio loader only allows uploading continuous coverage date ranges. However, in some cases, a journal has split coverage dates. For example, we might have access to a journal from:

    1980-1995
    1997-present

    Currently, there is no way to upload this using the portfolio loader; the portfolio loader will only load one of the date ranges. This means we must do extra manual work to enter these date ranges in the portfolio editor.

    Also, the standard portfolio export features in Alma, in cases…

    194 votes
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  14. Make "Manage Users" table sortable by all headings.

    The "Manage Users" table is sortable by a few columns but not by all. Add the ability to sort by the columns that aren't sortable yet:
    User Group
    Status
    Expiration Date
    Blocks
    Notes

    This will make that table much more useful and easier to work with.

    4 votes
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    Completed  ·  Dana Moshkovits responded

    As of Alma May Release:
    Alma enables the User List to be sorted by User Group, Purge Date and Expiration Date. When using the advanced search, a set can be created to include multiple user groups. These groups or the expiry/purge date can now be sorted. The purge date column is hidden by default and can be added to the displayed columns.
    For More information please see Alma May Release Notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202105BASE

  15. Make the Manage Sets table sortable

    Most institutions make heavy use of Sets functionality, but there are basic UI improvements that would save time and effort. One would be to make the "Manage Sets" table sortable by the column headings that are not currently sortable:
    Active
    Type
    Content Type
    Created By
    Creation Date

    32 votes
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    2 comments  ·  Other  ·  Admin →
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  16. Add Patron Proxy data to Analytics

    It is seemingly impossible to query a list of current patron proxy relationships that have been established in Alma. This is a basic piece of reporting data that needs to be added to Analytics to help libraries keep their patron records up to date.

    6 votes
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    Completed  ·  3 comments  ·  Analytics  ·  Admin →
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  17. Remove Assigned To column from file exported from Manage Purchase Requests as not populated

    When exporting the purchase requests to Excel from Manage Purchase Requests, the Assigned To column is not populated in the output file. Ex Libris have confirmed that this is by design and Assigned To information is not exported.

    If this information is not included in the export, then the redundant 'Assigned To' column should be removed from the file, as this is misleading for staff.

    0 votes
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    Completed  ·  Dana Moshkovits responded

    When exporting to excel a list of purchase requests, the assignee column is now populated.

  18. Convert to Resource Sharing Request - Needs to be able to work even if an item is in transit to the request.

    Currently we have set up a Scan and Send process. However, dependant on how many staff we have able to digitize items on a given day. We will convert some requests to Resource Sharing. However, it is not possible to do this if an item is already in transit to the request.

    1 vote
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  19. Make message that displays when resourcing sharing service not available a modifiable label

    Currently most fields on the resource sharing request form can be renamed via the labels interface. However, when a user cannot place a resource sharing request because of fulfillment policies (e.g. their user group or they have exceeded a limit) the message that displays cannot be modified either by ourselves or by support.

    Making it a modifiable label would be consistent with other fields and would allow libraries to edit this to, for example, indicate the most common reasons for being unable to access the service and to give contact details for getting support.

    11 votes
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    Completed  ·  Dana Moshkovits responded

    In case of blocked Primo’s Blank ILL request, the error message “Resource sharing request service is not available” will be from now on a MashUp label which can be customized and translated.

  20. Enable digital rights statements to be assigned independently of access rights

    We really like the new options for digital rights statements (January 2021 release) so that we can have creative commons licences displayed/linked in the Alma viewer.

    However, in complex access scenarios having copyright statements in a 1:1 relationship with access rights will make this difficult to manage configuration, and for Alma users to filter through all the possible alternatives (likely with similar names) to choose the right one for the representation.

    Access rights are technical definitions of the circumstances under which a user will be given access to a representation (parameters like concurrent users, IP range, no restriction, embargo period,…

    15 votes
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