Alma
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We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
For more information please review our FAQ and guidelines. Thank you.
1822 results found
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Ability to edit a location instead of creating a new one
We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.
We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.
This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).
This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…
83 votes -
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 !
55 votes -
Browzine : Journals with multiple sources
Libraries who are using Browzine are exporting our journals holdings file using a Google Scholar XML schema. For titles that have multiple sources, Browzine will based on their own algorithm to determine one source to be made available to the users in the Browzine interface. According to Third Iron, this "choosing algorithm" is designed to pick the source that has the widest coverage. This is fine in most of the cases but if we want to override this "decision", we will need to write in to Third Iron.
Suggestion: To consider having a designated field in the portfolio record for…
12 votes -
Note Type
Have the options to create different Note Types under the patrons note tab.
54 votes -
Significant Improvements to the 'Browse Shelf List' Function Needed
The 'Browse Shelf List" function is essential for catalogers in our library and is extremely clunky and time-consuming to use. Proposing any (hopefully all) of the following changes:
Ability to view more results surrounding the exact search request.
Said in a different way, the ability to view the result in the middle of the results page, so as to be able to see a few of the results both before and after. This makes call number adjustment significantly easier, instead of always needing to click a back button and remember what the call number were on the page before.Ability…
221 votesWe have added it to our plan. We will share more details as part of the design phase
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'Not Needed After' date should be mandatory on patron physical request form.
It would be helpful if the 'Not Needed After' date is mandatory on the patron physical request form to improve the requesting process for Patrons when there is a high demand for physical items.
400 votesHi,
An approach we’ll be looking at is that an optional ‘Last Interest Period’ request policy will, if set, be used to set a default the last interest date (Primo and Alma). This way every request will have a last interest date set by the policy and overridable by the patron.
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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)32 votes -
Fine&fees and blocks
Currently, a user who has exceeded the limit of cash in his active balance, is blocked. That's ok.
However, if a user has a lot of overdue loans (and fine&fees), and exceeded the limit of fines & fees but not in his active balance (loans are active), Alma won't block the user.
So, until user returns documents or renew there, he can check-out new books.Is it possible to add an option in the Alma BO to block a user who has exceeded the limit of fine/fees all fine/fees included and not only those which are "closed" and added in…
26 votes -
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.
64 votes -
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 not been…
21 votes -
Fully receive items through receiving date only
Currently, if an item with a POL has a receiving date, it is not considered fully received until it has been received under Acquisitions > Receive. Items with a POL and a receiving date that have not been received through the receiving process show up in the task list under Order Lines with Claims > Not fully received. If an item has a receiving date, it should be considered fully received, whether or not it has been through the receiving process.
60 votes -
Authenticated "Authentication note" field
Make the content of the "authentication note" field (electronic collection editor and portfolio editor) only visible to our legitimate end-users by means of authentication: preferably via sso, another option would be via ip. That way we can register and manage all our username/password information for e-sources from within Alma. And get rid of the in-house solution (according to the Alma-L mailing list other institutions, like us, developed solutions involving a link to an authentication protected page).
Currently the authentication note has the same functionality as the "public note" field. It is displayed to anyone searching in our Primo. There also…81 votes -
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 (mashupnew.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/ReleaseNotes/00992017/May2017 ).
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…
28 votes -
Editing multiple collections from a set in bulk
We have a lot of historic collection records left over from our migration which we would like to update in bulk, for example, there collections have no portfolios so I would like to be able to add services to them all at once rather than individually. I'd also like to be able to update the "Library" field etc.
I can create a set of all these collections however, I can't make bulk updates to it. It would be great if there was an ability to run a job to add services and download a spreadsheet of all the fields in…
19 votes -
Item's inventory price
a) Instead of clicking Allocate every time to assign the item’s inventory price from the PO line, the process should be automated as was the case in Aleph.
b) The final price from the PO line should be converted to our local (and default) currency automatically and written to the item’s inventory price field.
c) When an invoice is paid in Alma, the item's inventory price should be updated automatically with the final amount in our local (and default) currency.
All of the above is required for reporting to our financial department and library management.
25 votes -
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.…101 votes -
Ability to browse all call numbers in a single search
We would like the ability to browse all call numbers, regardless of call number type. In Alma, many of our local Library of Congress, Dewey, and SuDocs call numbers are retrievable only by the call number type Other Scheme. An “all call number” browse would allow us to retrieve a complete shelf list of our call numbers and would be especially helpful when assigning new call numbers.
20 votes -
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…
196 votes -
Display Loan HOUR in Patron Services and Manage Item Returns
Currently the Patron Services and Manage Item Returns screens display the DATE an item was loaned only. It would be helpful if they also displayed the HOUR. On the Patron Services screen, it takes extra clicks to review the Loan History in the Actions menu. On the Manage Item Returns screen, it is impossible to view the hour -- you must go to the item's history, which isn't accessible directly. The hour is already displayed in the Patron Services Due Date and Manage Item Returns Returned Date fields. I hope it is easy to add the hour to the Loan…
19 votes -
Possibility to configure that a patron can login into his/her account in ***** 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 ***** 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 ***** 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.180 votesHi,
The login for an account that is managed in an external IdP (such as a Shibboleth IdP), is done by the IdP and not by Alma. Alma does not control the success of this type of login.
Alma does control the login status if the user record is internal, i.e. its password is managed in Alma. In that case, we will indeed allow the login to succeed even if the user is expired.
The user record status will be verified when calculating:
- GetIt services (hold/digitization/resource sharing)
- My Account renew loan option
In either case, the account will be considered active only if:
- The user record status is active
- The user record expiry date is not in the past
- The user’s patron role is active
- The user’s patron role’s expiry date is not in the past
The login, however, will not be affected by these conditions.
Thank you,
Moshe
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