Alma

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  1. Simple letter formatting and testing

    Amending and testing letters and notifications is simply too complicated with many steps in various tables, not identical names, test users receiving all types of letters not just the ones they are working on etc. Some form of WYSIWYG editor with test recipient per letter type would be great.

    8 votes
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      0 comments  ·  Fulfillment  ·  Admin →
    • 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.

      3 votes
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      • Bulk Recall by Staff

        Currently in ALMA, an item can only be recalled by request. While we do not allow our patrons to recall items from other patrons, we do, on occasion, need to recall items from patrons for course reserves.

        It appears that there is no way, either with the Scan in Items feature, or by uploading an excel spreadsheet, to indicate by barcode a number of items that need to be recalled, submit the recall, and truncate the due date of the patrons to which those items are currently loaned.

        If we could have a functionality like this that not only recalls…

        1 vote
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          0 comments  ·  Fulfillment  ·  Admin →
        • Anonymize loans and request older than X

          Hi there,
          We need to access the recent history of patron loans and requests. For example, when a patron returns an item and there is damage found afterwards or something is missing, we contact the last patron to know what happened.
          This way we can resolve about 80% of such cases.

          But by law, we are bound to anonymize loans and requests older than a year. We don't have this possibility in Alma.

          It would be great to add a parameter in the configuration interface in order to anonymize all loans or requests completed before [date].

          1 vote
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            1 comment  ·  Fulfillment  ·  Admin →
          • Add validating MARC field and record character limits

            Please add the capability when validating records to check for MARC field and record character limits (9,999 and 99,999 octets respectively, https://www.loc.gov/marc/specifications/specrecstruc.html). We understand that Alma does not impose character limits on MARC fields and records, but we often exchange records with other vendors or companies. We need this feature to ensure that our data transfers properly and does not exceed data limits imposed by the MARC format.

            9 votes
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            • Publishing of alternative call number from Alma to Primo

              Currently item-level information is not published from Alma to Primo. As a result creating of call number search and browse indexes that include both permanent as well as alternative call number is not possible.

              96 votes
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                2 comments  ·  Other  ·  Admin →
              • In analytics, add usage data to the E-Inventory subject area

                Now that counter usage is more fully available via Analytics (thank you!), it would be useful to have the following measures available in the E-Inventory subject area: Journal Usage (JR1), Whole Book Usage (BR1), Partial Book Usage (BR2), Media Usage (MR1).

                1 vote
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                  0 comments  ·  Analytics  ·  Admin →
                • Job for copying the configuration from the production environment into the Standard Sandbox

                  Making testing and training in an Alma Standard Sandbox based on Ex Libris provided configuration is very difficult since this configuration may be very different from the one in the customer's production environment.

                  Currently Ex Libris is offering two types of Sandboxes for Alma:
                  (1) "Standard" - by default included in Alma subscription pricing. This sandbox contains Ex Libris provided data and configuration
                  (2) "Premium" – for addition subscription fee – this sandbox includes a full copy of the customer's data and configuration

                  Refresh of the Alma sandbox environment is possible up to once a quarter, upon request. In the…

                  149 votes
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                    2 comments  ·  Other  ·  Admin →
                  • Add "Previous User" in Manage Patron Services

                    It would be great to have feature to see the last previous user that you pulled up in the Manage Patron Services Patron Identification page. We often find ourselves needing to look up information on the patron who we just checked out materials too.

                    119 votes
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                      2 comments  ·  Fulfillment  ·  Admin →
                    • Changing or moving the "Add all Portfolios from Community" button in Electronic Collections

                      When adding a new portfolio to an existing electronic collection there are several options. Two of these options are "Add Portfolios from Community" and "Add All Portfolios from Community". These options sit beside each other and are the same colour and design. The only difference between them is the word "all". 5 times in the last twelve months we have had the experience where separate operators have selected the "Add All Portfolios from Community" in error when they really only wanted to import a single record. The result has been that Alma commenced to import tens of thousands of records…

                      4 votes
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                      • API query to retrieve only those user accounts where active fines/fees exist

                        We want to export user fine/fee data to our SIS (PeopleSoft) while retaining the ability to manage patron fine/fees in Alma. The Alma bursar export does not meet our needs because it closes out the fine/fees in Alma. The user API only allows for checking accounts individually to determine whether a fine/fee exists. The 'users' query does not provide a filter for whether a fine/fee is on the retrieved user's account.

                        9 votes
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                        • 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…

                          3 votes
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                          • 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.

                            3 votes
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                            • Ability to select a subject after F3

                              In the metadata editor - the option for a "select" button next to the "view" is indeed required in "tools - Browse bib headings"

                              3 votes
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                              • Ability to change the default for reading room to NOT FINAL

                                The default for the reading room is currently set to "final" check in. We wish to change this to "Not Final" to help avoid a scenario where Resource Sharing items inadvertently being returned to their home campus when users are not finished with them. Most of our librarians that use the Reading Room function would like the setting configurable so that they can select the option that best suits their workflow needs.

                                20 votes
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                                  0 comments  ·  Fulfillment  ·  Admin →
                                • Add feature to Bookings to allow for set up time between checkouts

                                  When a user makes a booking in Alma there is no allowance for set up for the item after it is returned and before it is checked out again. This lack of time for set up may not be an issue for things like books, but if the item is a laptop that needs to be reimaged before it goes out to the next user then this can be a problem. I believe that adding a set up time option to the booking TOUs would help moderate this issue. The set-up time would be added to the end of the…

                                  7 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • Auto-renew - Maximum renew date in Borrowing Activity Letter

                                    We have been running auto renew for several months and it is very popular. We do not notify customers that an item has been successfully renewed but do send weekly updates and would lie to include the Maximum Renewal date on these. Although it displays in Primo we have not been able to find a way to include it in Letters and would like to request this functionality is added please

                                    3 votes
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                                      0 comments  ·  Fulfillment  ·  Admin →
                                    • Make display thumbail display option configurable based upon user or role

                                      Recently turned on the thumbnail display in Alma. Half liked it, mainly fulfillment, half didn't acq and cataloguing. Maybe possible to make this setting customizable based upon user or Role?

                                      19 votes
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                                      • Add Holdings Record note elements to Alma Analyics

                                        Holdings note fields would be excellent for Alma Analytics Currently we can not report on 866 $x/$z or 852 $x/$z, but would very much like to. We end up exporting MARC, extracting fields into Excel, and doing cumbersome somersaults to merge those notes with circulation data for weeding reports.

                                        8 votes
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                                          2 comments  ·  Analytics  ·  Admin →
                                        • Colour/shade gradients to tell the different between license statuses (Active, Retired, Deleted)

                                          In the list of licenses it would be useful to have a colour/shading gradient difference between active and inactive licenses.
                                          For example, when you delete a license it still remains in Alma, it is just given the status deleted. This is fine as it provides a history, however, as the deleted licenses in the list look exactly the same as active licenses, apart from the status note it can often be difficult to tell the active and deleted licences apart, especially at a glance.

                                          It would be useful to change the colouring/shading gradient, for example, grey out the text, for…

                                          24 votes
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