Alma
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1697 results found
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Addition of the invoice fields 'Invoice-number' e 'Invoice-date' to the Physical Items subject area
It would be useful if Alma Analytics could allow the creation of a report of newly purchased physical items including not only bibliographic data but also administrative and invoice data, such as for example the number and date of the invoice. Currently, the 'Physical Items' subject area only contains the 'Invoice Status' field and it is not possible to integrate it with the 'Invoice-number' and 'Invoice-date' fields present in the 'Funds and Expenditure' subject area.
15 votes -
Add export start/effective date to Bursar integration profile configuration settings
When creating a new Bursar integration profile, we want to be able to limit the transactions being exported to only those generated after a specific date. This is in addition to ‘Time before export (days)’ setting. We've never used an integration profile to export fines/fees to be transferred to our bursar office and have instead used the API. We're now stuck in a situation where we can't switch to using an integration profile because without a start/effective date there's no way to prevent the exported files from creating double billing of transactions that have already been transferred to our bursar…
15 votes -
Add ability to customize the data exported by Bursar integration profile using System = Other
When creating an integration profile of type Bursar which uses a ‘System’ setting of ‘Other’ there should be more granular control over what data is included in the export.
If a ‘System’ setting of ‘Other’ is selected, then a 'Data' tab should be made available which will allow you to select via checkbox what fines/fees and user data is included in the exported file. The data available should at minimum include, but not necessarily be limited to, what is accessible via API.
15 votes -
Add Fine/Fee ID and Transaction ID columns to User Details Fines/Fees tab
In the Fines/Fees tab of the User Details screen add Fine/Fee ID and Transaction ID to the list of columns that staff can choose to display. Currently the Fine/Fee ID and Transaction ID is only accessible via an Analytics report and thus aren’t available until the next day after any updates to the user’s fine/fees occur. Our staff need these IDs when troubleshooting fine/fee problems which means that users are negatively impacted by the Analytics lag time.
15 votes -
RS - show more fields (such as Note) for Partner when using Add partner
When selecting a Partner in Resource Sharing Borrowing Request , one can only see 4 fields (see attachment) for the Partner. It would be useful if other fields, such as Note , might be enabled. There are many criteria and information helpful when slecting a partner, and in the real world they are often saved in the Note field, and this field should be visible at the step of selecting the partner.
15 votes -
Enable setting of Personal Delivery Locations from Resource Sharing Form
In November 2023, The following was developed for holds based on this Idea Exchange suggestion Allow users to enter an address for home delivery – Have an idea for Ex Libris? (exlibrisgroup.com) We would like to have the same functionality available for the Resource Sharing Form as well. Our consortium policy allows for home delivery of materials from another's library. Obviously, this might not be welcome for all but without this functionality, we cannot see it being feasible to turn on this functionality for just local requests.
15 votes -
Add the ability to search ( and save query ) for holdings with suppressed tag yes
Please add the ability to search ( and save query as a set ) for holdings with suppressed tag yes.
Right now we can search for Holding having Tag Suppressed at Title level. This is not enough and is sometimes misleading (e.g. when a Title has 2 holdings, one suppressed and one not suppressed).We need to identify, save as set and manipulate holdings having tag suppressed at holdings level. This info has been added at Items level in Analytics, and is useful in case of report, but we need to work at Holdings Level in Alma with real time…
15 votes -
Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices
We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.
14 votes -
Set standard opening hours in advance
If the Library decides to change the standard opening hours of the Library for the coming year you currently have to wait until the first day of new hours to be able to input them as standard hours into Alma.
It would be nice if Alma allowed you to enter new standard opening hours in advance and to set a date in which they would come into effect. That way you wouldn't have to schedule to change them on the first day of the new hours.
An example would be if new standard hours were decided on by Library Management…
14 votes -
Enable a "Reprompt" option in Analytics
Currently, when running a prompted report, if you want to change your selections after running it, you must go back to the catalog and start over from "Run". It would be a great time savings if there were a "REPROMPT" option, which took you directly back to the prompt screen. Inclusion of a "retain choices this session" toggle and a "clear all choices" button on the prompt screen would be useful as well.
A use case would be when I am trying to determine why a particular item is hanging up on a task list or is being prevented from…
14 votes -
Ability to assign Renewals.
In the same way POLs or Purchase Requests in review can be assigned. This will give us that ability to assign subscription renewals to selectors/budget holders for approval.
14 votes -
Analytics Report for Staff Activity
I would like the ability to analyze staff activity in Alma Analytics (how many times a staff member checks something out or in, marks something missing, scans in an item for fulfillment, etc.)
14 votes -
Run a "change temporary location indications" job
This functionnality is currently available only with the "change physical item" that allows change for all item indications. Such a new job would help all librarians to change temporary locations for a set of documents avoiding the risk of errors in other item fields. With that new option, it would be possible to keep the "change physical item" job only available to ILS manager and let all librarians run the "change temporary location indications"
14 votes -
Automatically add new user statistical categories as they are imported via the SIS integration
As a system administrator I want any new statistical category codes used in the student file import to be added to the table as they appear in the file. Voyager previously added the code and then a system administrator could add the description to match.
14 votes -
Add members to set from results screen
We would like an easier way of adding individual titles to itemized sets. It would be nice if, on the results screen after performing a search, you could click the ellipses menu for more options and see "Add to set" there, which would then direct you to select a set to which you'd like to add that record.
14 votes -
Change default in loan history to fulfillment activities
In loan history the default radio button is item changes. Better to have fulfillment activities as default because it displays displays loans, returns and in-house-use.
14 votes -
Electronic Portfolios - can we have a new coverage line where free access can be added ?
At present in the coverage tab, there are the global dates, local, and perpetual (if the collection has been identified as having some perpetual access) Some of these titles have free access, which is not technically perpetual but is also not part of a subscription. Could a new line be added to include these free years/volumes, with the option to display these dates (or not) ? It would allow us to reduce the number of Free collections we have which all take users to the same place, and identify why we have access to journal years outside of our subscription…
14 votes -
Hold active until (collection) date
currently the time a requested book is held for a borrower does not show unless you go into the Active holds lists. It would be helpful if this was shown when the book is checked in and on the notice that automatically goes to the printer (which we put in the book until the book is collected)
14 votes -
Allow the system to change formats for example Physical One time to Electronic One-time and vice versa.
At the moment when you have created an order for a physical book, but then want to accept the e-book instead, the system does not allow you to change the format as it expects you to follow the workflow of the format you ordered in the first place.
14 votes -
Option to set over encumbrance or over expenditure as either an absolute amount or a percentage
This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.
We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.
14 votes
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