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579 results found

  1. Please add Description field to all three tabs in Patron Services page: Loan tab, Return tab, and Request tab

    Currently, there is no Description field in Patron Services page. Library staffs are not able to immediately recognize which issue, volume, or number is loaned, returned, or requested by a patron at a glance in three tabs at this page.

    When circulation desk staff help patron to check or see their loans in Loan tab, Description field is not visible.
    Or, if a patron requests different issues under the same title at a time, when he/she comes to circulation desk and wants to pick up his/her requested items, library staff will need to spend more steps to check the Description…

    364 votes
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  2. Remove the gender field

    Entirely remove the gender field (from staff-facing patron data form) or allow us to grey it out so it is not collected. There is no need to collect gender information about library patrons. This is a matter of equity and inclusion.

    2 votes
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  3. Change physical items - New holding will keep call number type configured in the physical location

    On behalf of the Product management team we would like to understand the need and use cases of the following feature (which it's needed was raised by several customers) your feedback is most welcome.

    Conceptual solution:

    The field 852 indicators 1 will be taken from the physical location configuration when
    moving items.

    https://www.loc.gov/marc/holdings/hd852.html

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/030Configuring_Physical_Locations

    0 votes
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    A new configuration option was added in Alma. When holdings records are created by changing an item's location, if the location has a call number type configured, the call number type of the new holdings is updated to match that configured for the new location

    For more information see August Release Notes


  4. Maintain Receiving Status filter on Received Items List when managing/receiving items with predicted issues

    When receiving continuous orders that have prediction patterns the operator chooses Manage Items from the Receiving Workbench. The form that appears is the Received Items List. The filter for Receiving Status defaults to All. It would be helpful if that filter was sticky and/or customizable so that the filter could be set to Not Received.

    When the list displays all records issues that have been received show and the receiving operator must either change the filter or scroll down the list to find the issue that they need to receive. Sorting this list via ascending or descending will cause the…

    1 vote
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    Completed  ·  Dana Moshkovits responded

    As of Alma May Release, Alma’s receiving workbench (Manage items screen) incorporates sticky filters. These sticky filters (Sort Routine, Receiving Status and Location) enable users to easily re-access these workspaces when either a user leaves the screen and returns after a short while or logs in again to Alma.
    For More information please see Alma May Release Notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202105BASE

  5. Make documentation more gender inclusive

    Can we please increase inclusivity by changing to gender-non-specific language in both documentation and descriptions in coding tables?

    The Primo and Alma documentation uses very gendered terms, particularly his / him. End users and library staff are mostly referred to as he / his / him, despite libraries being an overwhelmingly female workforce. We also need to recognise the increasing numbers of non-binary users within our institution.

    I propose the following changes:
    Him or her -> them
    His or hers -> theirs
    She or he -> they

    As one example, a search on Alma documentation shows 3324 results for he,…

    9 votes
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    Completed  ·  3 comments  ·  Other  ·  Admin →
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  6. Ensure sample xml is available at the same time new Alma letters are released

    When new Alma letters are released it would be super helpful if:

    • The sample xml file is added to the zip file here  https://developers.exlibrisgroup.com/blog/alma-letters-xml-samples-for-working-on-xsl-customization to coincide with the Sandbox release

    • Release notes include a link to the post on the developers network

    Even better would be if the sample could be downloaded from within Alma letters configuration

    LettersDefault.xml which is currently downloadable in Alma is a generic xml which cannot be used for customisation. Some letters require a scheduled job to be run (these are disabled on Sandbox by default) making it inconvenient to generate a letter…

    91 votes
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    4 comments  ·  Other  ·  Admin →
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  7. Deleting requests older then a certain date

    Would it be possible to have a way of deleting physical item requests older then a certain date? Now it's only possible to delete all requests on a title, but that's not very useful.

    Highly requested titles on a courses reading list is often not relevant after a certain date, when the course has ended. We sometimes see that old requests, that we haven't been able to fulfill, are causing unnecessary delay in fulfilling requests that are still relevant for the new, active course.

    When we had to close the library in spring 2020, we also could see that a…

    292 votes
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  8. Allow users to enter an address for home delivery

    Users should be able to enter an alternate address when requesting home delivery as most students put in a parent address when they enroll and then never update the info again. If students do want to update their address, they need to go into the campus system and wait another day for it to be loaded to Alma. At our institution, faculty and staff never have personal addresses loaded into Alma. In addition, that address entered at time of request should be pushed to the personal delivery notification letter.

    10 votes
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  9. Enable customer-defined order of locations in the Get It menu

    Currently, the locations in the Alma resolver (Get It menu) are not sorted in a consistent, meaningful manner. There is a "use IP best locations ordering" option, but this option is insufficient for many institutions. For instance, in many cases, users are off site or not in a library building, and many institutions do not reserve IP addresses for specific buildings. There is also an alphabetical option but often the size or significance of locations doesn't fit well into an alphabetical listing (for example a small branch starting with A or B might sort ahead of a large Central Library).

    13 votes
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  10. Allow Personal Delivery to be fulfilled from any library circ desk

    Scenario: When an item belonging to another library that has an active home delivery request is returned or scanned in at another library's circulation desk, the item is put in transit to the owning library for the request to be fulfilled. The home delivery request should be fulfilled from any loans desk regardless of which library the item belong to.
    We are multi campus institution with libraries 100s of kms apart. We require the personal delivery requests to be fulfilled from any of our libraries, instead having to return the items to the owning library.
    A Salesforce was raised (SF…

    16 votes
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  11. New Metadata editor- add holding from the Add inventory menu

    Hello to eveybody,
    yesterday watching the webinar "The Alma New Metadata Editor - Webinar Sept. 08, 2020" we found out the in the add inventory there isn't the possibility to add an holding.
    This is not useful for libraries that don't do the order in Alma, but simply add an holding after cataloguing a book.
    The possibility of adding an holding from the menu View inventory should be present.
    The Add inventory should have the default holding template included in the menu.
    If the operator wants a specific template it is clear that the operator must choose the right holding…

    255 votes
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  12. Allow starting Course Load jobs via API

    We'd like to be able to kick off course loads via the API. The machinery needed to do that seems to be in place but customers are prevented from using it and are forced to schedule the job using the Alma UI.

    3 votes
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    Completed  ·  Dana Moshkovits responded

    The API has been expanded to allow starting Course Load jobs.
    For more information please see Alma December Release Notes

  13. Remove copyright symbol from Alma representation public notes in Primo

    Remove the copyright symbol from the beginning of the public note of an Alma representation displaying in Primo.

    The copyright symbol appears when the representations access right has a copyright notice.

    This doesn't make sense as public notes may not concern copyright, irrespective of access right.

    Alternatively provide the option to turn off the copyright symbol.

    15 votes
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  14. comment/note field for configurations

    A comment or note field for configurations would be incredibly helpful in general, but the current pandemic has highlighted the need for a way to easily track the reasons behind changes. This would keep the notes in the places where they'd be seen by the people working on the configurations, rather than us having to track things in a separate place.

    All of the fulfillment configuration menu would benefit from this ability when short-term or emergency changes are being made. But it would also be good in places like: Letters; DARA recommendations; and all Other Settings areas. These are places…

    334 votes
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    14 comments  ·  Other  ·  Admin →
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  15. Enable 1 Alma Print Daemon to Serve Multiple Printers

    I am thankful that the Alma Printouts Queue and Print Daemon exists. The free email service bundled with our printers has proven to be unreliable at times.

    However it is unfortunate that 1 PC can only run 1 instance of the Print Daemon software. So to map multiple Alma printers to multiple local printers requires running the Daemon on multiple servers.

    The enhancement I am requesting is for this software to be able to map multiple Alma printers each to their own separate local printer. For example

    • Alma Printer Main Circ Desk -> Local Printer BLDGAFLR2-7
    • Alma Printer Rare Book…
    16 votes
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  16. Pop-up message when scanning in an item with a request note

    We refer to the Alma March release notes: Pop-up Messages in the Scan In Interface. Various pop-up messages can be configured in Alma configuration – Fulfillment – Physical fulfillment - Scan In Messages Configuration. It would also be very useful to be able to configure a pop-up when the borrower has filled in the comment field on a request in Primo/Oria, e.g. that they want the book sent to another library. This is otherwise easily overlooked.

    The request comment enters Alma as a Request note, and is visible in the Pickup from shelf list. But we would also like a…

    435 votes
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  17. Rename Review and Approve functions in Acquisitons menu of new Alma Layout

    The Acquisitions Menu has some items with exactly the same name in the different sub-menus. When these show as Quick Links, it is impossible to tell which general function it will work with,

    Please rename Review and Approve to
    Review POL (or Purchase Order Line)
    Review PO (or Purchase Order)
    Review Invoice
    Approve PO (or Purchase Order)
    Approve Invoice

    26 votes
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  18. Support MODS for remote digital repository

    While Alma itself supports MODS as a metadata scheme, MODS is not supported as metadata import format for remote repositories.
    We need to see this support before we can add remote digital content to Alma collections, as the current option of importing DC is too poor.

    14 votes
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  19. Add Counter5 - IR_A1 - Journal Article Requests to Alma/Analytics

    We suggest to add a support to the report Counter5 - IR_A1 - Journal Article Requests.
    We want to be able to harvest it via Sushi and also to be able to build reports in Analytics based on it.

    17 votes
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    0 comments  ·  Analytics  ·  Admin →
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  20. New Alma Layout and New Metadata Editor: Same Icons for Different Functions

    1. In the New Alma Layout the ‘Recent Pages’ and ‘Recent Entities’ share the same icon although they serve different content (cf. attached screen clipping).

    2. In the new Alma layout, the icon for Advanced Search displayed left of the persistent search slot is essentially the same as the icon in the new Metadata Editor's left pane, which serves to filter the list of records (cf. attached screen clipping).

    We believe that using one icon for two different functions is confusing to the users and suggest replacing the icon for one of the two for both cases.

    2 votes
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    Thank you for your feedback. We have changed the advance search icon to a different icon than the filtering option in the new metadata editor.
    We have checked the other idea of changing the icon for Recent Pages and the icon for Recent Entities and come to the conclusion it is the common semantic users are used to.

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