Alma
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61 results found
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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 -
Copy PO Line Prices to Item Replacement Cost
Add a new configuration parameter to automatically copy the physical one time PO line price to the item Replacement cost. If the PO line's currency is different than the institution's default currency, the amount is exchanged and copied to the item (with no currency). The possibility (for an operator, a job or an API) to update or remove the amount in the Replacement cost should remain. Customers should be free to activate or not this configuration (true/false parameter).
196 votesDear Community,
This is to update you that we plan to develop this requirement in a future Alma release.
The PO line price could be automatically copied to the item's "Replacement cost" field in the following scenarios:
- Upon PO line creation
- When changing the PO line price
- When adding or removing items to/from the PO line.
We plan to allow this by settings 2 customer parameters:
(1) One that will turn the functionality on and off, and will have the following values:
0- false
1- copy the price from the PO line's "List price" field
2- copy the price from the PO line's "Net price" field and divide by number of items in the "Ordered Items" section.
(2) Another that will allow to add or reduce amount from the PO line price when being copied to the "Replacement cost" field. This will allow:
- To add/decrease amount… -
Add more fields to the Update PO lines information & Update POLs Advanced jobs
All fields of the POL should be something that can be updated by job.
Some specific fields that it would be really helpful to have in the Update PO Lines Information or Update PO Lines Information Advanced jobs are:
Subscription from/to dates
Renewal date
Cancellation Restriction checkbox & Cancellation Restriction Note
While it might be possible to update these fields via the APIs, the permissions and skill level needed to use the APIs is much higher than to run jobs.193 votesDear Community,
This is to update you that we plan to enhance the "Update PO Lines Information" job in a future Alma release. We plan to add 19 new fields to this job:
Additional PO line reference field
Cancellation Restriction
Cancellation Restriction Note
Add labels
Remove labels
Create new label
Reclaim interval
Subscription interval
Note to vendorVendor reference number type
Routing during receiving
Binding during receiving
Activation note
Renewal date
Subscription from
Subscription to
Renewal reminder period (days)
Renewal note
Internal noteIn addition, the job form will be divided into sections, allowing to easily locate the required field/s to update.
Please follow up on Alma Release Notes for update on this development.
Best wishes,
Zohar Shemesh
Alma Product Team
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"Maximum renewal date" should be viewable on Alma
"Maximum renewal date" should be viewable not only Primo, but Alma. Patron can see his/her "Maximum renewal date" by him/herself, but staff can NOT check it.
192 votesThis will be done as part of the new circulation desk UI, see https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Workflow_Simplification#Circulation_Desk_Redesign
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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 -
Fulfillment: Physical item recall: option to recall more than one copy
Currently in Alma when a request is placed on a title where there are 10 copies all out on loan, and none available, a single real-time recall notification is sent to the patron who has the oldest loan, changing their loan status to 'recalled'. The 9 other patrons who have a copy are not made aware of the potential demand for the item at that time.
For the case where there are many copies of a title, the patron requesting the title could be better served if we were to recall more than one item. For example, we might say:…
169 votes -
Role Profiles Enhancement
When using role profiles, it would be nice if the profile could create a link to the user(s) with roles defined by the profile. Then, if you want to modify the profile, the change updates all users in the profile. Currently, you'd have to update the role profile and each individual user.
150 votesIt will be possible to maintain ongoing link between the role profile and the user record, so that you can use the template to assign a predefined set of roles to a user, and any further changes to templates will automatically affect the linked users' allowed roles.
Note - multiple profiles may be assigned to a user.
It will be possible to view the list of profiles an account is liked to for inheriting its roles, and to remove/add more profiles.
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Add a "back to repository search" button to reduce the number of clicks
Frequently when editing bib, item and holding records, we are forced to press the back button multiple times just to get back to the results list of the initial search. We have to retrace every step just to get back to the original search screen.
It would be helpful to have a back button that does not merely retrace steps, but takes you back to the initial results list and repository search screen, thereby eliminating several clicks that add up to hundreds of clicks in a day.
144 votesWe will add the ability to use search criteria as pre defined search scope.
Design will be shared with the Alma UX Focus Group as part of Alma Working Group -
Ability to schedule manual jobs on a regular basis
At our institution, we have some manual jobs we would like to schedule on a regular basis (daily, weekly, etc.). For example, after we purchase a physical title and a PO line is created in Alma, we run the manual job, change holding information on a logical set. This job updates the holding call number (852 $h and $i) from the bibliographic record and also updates the library and location (852 $b and $c) based on the Library of Congress call number in 852 $h.
We are aware that there is an Alma Jobs API (https://developers.exlibrisgroup.com/blog/Working-with-the-Alma-Jobs-API) that could…
140 votesDear Customers,
I'm happy to inform you that the capability to schedule manual jobs is planned to be released in May 2024 Release.
Thanks,
Uri Beladev
Product Manager
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Set up Online Service Order configuration in the NZ and be able to share with the IZ.
We would like to be able to set up Online Service Order in the NZ and share that configuration with the IZ. The goal is push the shared OA e-collections to the bottom of the list so they do not display first in the list.
136 votes -
BATCH JOB TO CREATE ITEMS
We need a batch job to add items to existing holdings records. During migration we did not realize the importance of having items for display in Primo. One of our locations shows (0 copies, 0 available) when we do have non-circulating copies.
131 votesDear all,
I would like to update you on our plans to support creation of multiple items.
We are looking into adding 2 workflows, to support different needs in libraries:
1. Creating multiple items for a specific holdings record, using item templates.
The "Add item from template" functionality coming in May release will allow automatically filling in the fields of a new item from a template. We are looking into a future enhancement using this feature, to also allow librarians to specify a number of items to add - so that multiple items will be created pre-populated from the template.
This will be an easy, quick way to add multiple copies of a book, etc.
2. Creating multiple items from Excel using a CloudApp
This will work similarly to the existing "Item updater by Excel" CloudApp, allowing the librarian to upload an Excel with item information, but instead of specifying…
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Add the ability to add notes to POLs en masse
During some projects, it is necessary to append the same note to a group of POLs (cancellation projects, for instance).
Being able to add a note to a group of POLs en masse (versus adding the note to each POL one by one) would be helpful.
129 votesDear Community,
This is to update you that we plan to enhance the "Update PO Lines Information" job in a future Alma release. We plan to add 19 new fields to this job:
Additional PO line reference field
Cancellation Restriction
Cancellation Restriction Note
Add labels
Remove labels
Create new label
Reclaim interval
Subscription interval
Note to vendorVendor reference number type
Routing during receiving
Binding during receiving
Activation note
Renewal date
Subscription from
Subscription to
Renewal reminder period (days)
Renewal note
Internal noteIn addition, the job form will be divided into sections, allowing to easily locate the required field/s to update.
Please follow up on Alma Release Notes for update on this development.
Best wishes,
Zohar Shemesh
Alma Product Team
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Additional "title" column under Funds and Ledger - Transactions tab
Hi,
Under Funds and Ledger - Transactions tab, we get to see fields e.g. Type, PO Line, Invoice Line, Amount, Reporting Code, etc.
Can we request for an additional "title" column. It will be very useful (esp for expensive purchases, eg e-collection) to know the title without the need to click on each POL/invoice.
Thank you.
126 votesDear Community,
This is to update you that we plan to develop this requirement in a future Alma release.
We plan to add two fields to the Transactions table display:
PO Line description
Creator
They will be hidden by default, enabling them will be done via the table's customization.
Please follow up on Alma Release Notes for updates on this development.
Best wishes,
Zohar Shemesh
Alma Product Team
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Add Previous and Next buttons to various screens
After conducting a search and selecting a record to view, it would be nice to have Previous/Next buttons for navigation, rather than needing to always go "Back" and then select the next record in the list for viewing. This could also be useful in other areas, like the physical item editor, and perhaps in some Fulfillment functions.
124 votesDear all,
As part of the new UX of the All Titles search, it will be possible to view the bibliographic record in the details pane of the record (on the right side of the screen or in full view), and navigate between the records in the search using up/down arrow buttons as well as by selecting another record in the search list (on the left side or the screen).
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Searchable invoice notes
Add the capability for analytics and/or sets to generate a report based upon the note field. I have not been able to easily extract invoice notes from Alma. This would allow acquisitions departments to extract useful invoice data that may be unique to their institution. Also, if a library has Alma directly connected to an external payment system error reports will generate within the invoice note field. Having a way to easily extract these note through a report feature would be beneficial.
118 votesHi,
Notes are indeed a very useful tool to tag data for searching. We will make the POL and Invoice notes a searchable element in the relevant Alma interfaces.
Thanks,
Moshe -
e-activation task list - set 'done' in Bulk
Need to be able to choose multiple e-activation tasks and set them to 'Done'
113 votesThank you for the idea, we have added it to our road-map plans.
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Please add to the Vendors folder in Analytics for reporting.
Vendor Details
Need the ability to export full Vendor details, either by exporting from Alma directly or through Analytics reports "Vendors">>"Funds Expenditures".Critical information to include:
Vendor Name (already included)
Vendor Code (already included)
Vendor Contact information:
- Address
- Phone Numbers
- Email Addresses
- Web Addresses
***NOTES FIELD108 votesWe plan to add:
* Preferred email address
* Preferred phone number
* Preferred address - concatenation of Address line 1, 2, and 3, City, State, Country and Postal code.
* Preferred address note
* Primary product URL - in case there is more than one, only one will be included in analytics.
All the best,
Shoshana de la Fuente
Senior Product Owner
Alma Analytics
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Create a new an authorities search index “Matching Information” (or the like) for field 885
As Alma GND User Group we represent staff users that are tasked with data management in the Integrated Authority File (GND), the most widely used authority file in the German speaking library community.
We would like Ex Libris to introduce an authorities search index that makes the content of MARC 21 Format for Authority Data field 885 available for search purposes.
As a QA measure several different algorithms are applied to the content of GND to find potential duplicate records and mark these candidates in field 885. In cases where the confidence value does not reach a certain threshold, the…106 votes -
Allow Fulfillment Network Member (AFN) to lend resources, but not serve as a physical pick-up location for other network members' patrons
Since some institutions have buildings with perpetual restricted access, we have some AFN fulfillment network member libraries that are willing to send their materials to another AFN member library for pick-up, but, for all functional purposes, they are closed to the public. They don't want patrons from the other AFN institutions to visit their library in person, and thus, don't want patrons from another AFN institution to select their library as a pick-up location.
This need has been heightened during the pandemic, with more institutions closed to the public.
We know that turning off all circ desk hold shelves will…
101 votesIt will be possible to set the library with a ‘pickup for guest users’ indication that can be turned off. This will prevent the library from showing up as pickup location on AFN/FN request forms
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Make reports in the ACTL of a network environment comprehensive
Working at an institution that is part of a network environment with one Network Zone and various Institution Zones, the Authority Control Task List, in its current form, is a tool that is of very limited use.
NZ-BIB-records are processed by the various jobs on the NZ level, while IZ-BIB-records are processed on the IZ level. On the IZ level, one is currently notified about IZ records, along with records linked to CZ - even if the latter are obviously not processed on the IZ level, but on the CZ level.
Records linked to NZ (which, in the framework mentioned…
77 votes
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