Alma
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1714 results found
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Add No Charge parameter to Update PO Lines Information job
Please add the No Charge field to the Update PO Lines Information job to allow a library to set the No Charge value on PO Lines in bulk. Currently, neither this job nor the Update PO Lines Information - Advanced job allow this value to be modified, though a user may modify the POL manually.
This is valuable to acquisitions staff that are cleaning up POLs for titles ordered in a subscription package, whether the POLs were migrated from a previous system or they were added to Alma incorrectly. Another POL will be used to encumber and invoice the subscription.…
1 vote -
Supply more accurate cancellation reason when Requests – Handle Expiration Step automatically cancels booking requests
If a booking request releases its release time before staff have had a chance to pull the item, I believe Alma's default behavior is for the Requests – Handle Expiration job to assign Missing status and to send a FulCancelRequestLetter stating that the "Requested material could not be located". This causes patrons, who sometimes pick same day booking release dates, to think we've lost their requested items. A better cancellation reason would be BookingReleaseTimePassed/Booking request passed its release time.
3 votes -
Community Zone collection for University of Florida Press journals
Requesting a Community Zone collection for the journals published by University of Florida Press (UF Press) / University Press of Florida (UPF), as listed at https://floridapress.org/journals-home/.
1 vote -
Retain recall overdue fines even if the request is cancelled
When a request is cancelled, we would like the fine incurred for an overdue recall to remain in place (for the days up until the recall is cancelled) to deter customers from keeping a title that may be required by others. Currently, overdue fines disappear from manage patron services when a request and the recall is cancelled.
6 votes -
Hide Note field in Assign To dialog unless Send as Email checked
When the "Send as Email" checkbox is not checked, the assignee will never see the Note. The only place the Note is recorded is the General Assign To Letter. If the "Send as Email" checkbox is unchecked, no letter is generated.
1 vote -
Add Resource Sharing Partner Setting for ILLiad Cleared Status
When a library creates a resource sharing partner for ILLiad and checks the Create User in ILLiad box, Alma does not pass a Cleared value in the CreateUser ILLiad API call. This means all ILLiad user records created by Alma need to be manually cleared. Please add a new setting to the ILLiad resource sharing partner type that allows libraries to select a Cleared value of either "No" or "New".
30 votes -
Add ability to clear/delete Birth Date data via the Update/Notify Users job.
A library may choose to store a user’s birth date data in their user records, but may decide later to stop storing it. In addition, in an AFN environment, one member library may choose to store this data locally and then share it with AFN partners through their Linked Account Shared Fields settings. If this setting is later changed to exclude this data from future Network user records, it has no impact on pre-existing Network user records in an AFN partner’s IZ, who continue to retain the date until said Network user records are refreshed.
Impact of Problem – Currently,…
1 vote -
Pop-up window with information about blocks and reader's fees when create a request
It would be helpful if, when filling out the user request form in Alma, a pop-up window with information about the users's blocks and financial obligations appeared when their card number was entered.
A pop-up window exactly like the one that opens when you open a patron's account using the “Manage Patron Services” option.This solution would allow the users to be immediately informed of their obligations and avoid being sent from one station to another.
For example: In our library, fines can only be paid at the station on the ground floor. If the employee at that desk orders…
20 votes -
Funds and Ledgers: Encumbered balance: Linked orders: limiting to POL with outstanding charges
In the “Funds and Ledgers” section, the overview for each allocated fund shows, among other things, the amount of the expendede and the amount of the encumbered balance
If you follow the link “expended balance,” the orders with currently paid invoices are then listed. Very good.If you follow the link “encumbered balance,” all orders are then listed—including those with invoices already paid in the respective year.
This is apparently the behavior desired by ExLibris:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/Funds_Expenditure
However, this is very confusing for us, because when working quickly, we compile the list as an Excel file and may not notice that…1 vote -
maria.nordgren@umu.se
Allow 2 e-mail addresses to be in use for patrons who needs this. We have patrons that goes from being employee to private individual. Their e-mail as an employee stops working and they reciev no information about loans and so on. This would help a lot
3 votes -
Improve cookies on Alma and other Clarivate sites
Alma-specific:
* Re-configure the OneTrust settings so that performance cookies default to off
* Targeting cookies should not be present at all (my Alma usage is useless to advertisers and if it's not then that's really concerning!) but if you must have them then these should also default to off.
* Leganto and other systems that are configured in Alma should respect any opt-out settings the user has already specified on the Alma site (and vice versa)Clarivate-wide:
* Someone should have a thorough review of OneTrust configurations across the whole conglomerate to make all optional cookies default to off,…22 votes -
General Electronic Service Batch Import and Export Option
Background:
The General Electronic Services (GES) provides essential options to customize the view and features for patrons. Currently, the GES only allows service availability rules to be added one at a time. However, libraries often need to manage extensive and complex availability rules, sometimes with very little notice.Request:
Add the ability to add, update, or remove service availability rules in bulk using an Excel or CSV file. In addition, provide the ability to export service availability rules in a format compatible for future uploading.Why:
* In cases where we're providing alternate access to a resource, we may need…11 votes -
Metadata update for the “Kohlhammer eLibrary Gesamt” collection.
The metadata for this Kohlhammer collection is very poor for publications from 2025 onwards:
Collection ID: 614920000000005630
MMS ID: 9929441643200041Please ask Kohlhammer to update the metadata.
Thank you in advance.1 vote -
Add Item‑Level Usage Option to Deselection & Retention Project Scopes
When determining eligibility for Deselection/Retention Projects, Alma is currently only evaluating title‑level usage rather than item‑level. This means that loans of Lost or Withdrawn items are being considered and the project is actively excluding items that have not circulated for years (because a now lost/withdrawn copy circulated more recently). Further to this, this information is not readily available without going into Alma Analytics.
Proposal: add an option within the Scope configuration that allows institutions to choose whether usage should be evaluated at:
Title Level (current behaviour)
OR
Item Level (requested enhancement)This enhancement would:
- Improve accuracy of deselection lists
- Prevent…
44 votes -
Hide Resource Sharing request button from all Primo records in a particular Primo View/Alma Campus
We wish to hide the Resource Sharing request button from appearing on all Primo records when viewed by a particular Primo view/Alma Campus.
We can currently set Discovery Interface Display Logic to "Hide service Resource Sharing Request" at the Institution level - which achieves what we want, but unfortunately blocks Resource Sharing requests on all of our Alma Campuses/Primo Views.
We would like to be able to configure the Discovery Interface Display Logic to "Hide service Resource Sharing Request" at the Campus Rules level, and thus achieve the above goal.
1 vote -
Separate Default Format Settings for Book vs. Article Requests - Resource Sharing Request configuration
Separate Default Format Settings for Book vs. Article Requests - Resource Sharing Request configuration
Summary:
Currently, Alma does not allow libraries to configure different default Format values (Physical vs. Digital) for Book (Loan) requests versus Article (Copy/Scan) requests in the Resource Sharing Request form. The single “Delivery fields > Format” default applies globally to both request types even though these request types have very different workflows and downstream impacts.
Problem:
When the default format is set to Physical (helpful for book requests), article requests originating in Primo can be incorrectly submitted as Loan requests. This causes article requests to enter…
6 votes -
Creating an invoice via the POL
Creating an invoice via the POL
Would it be possible to have a "create invoice" button/option within the POL via the invoice line tab. This would make creating invoices from PO more streamlined. Currently creating invoices "from PO" involves accessing approximately 5 screens. My idea would only require locating the POL, clicking on the invoice line and then selecting a button to create invoice
1 vote -
Create a new PressReader China–specific collection
As notified by Exlibris Support, the PRESSREADER collection is no longer be updated and there is a PressReader China–specific collection that does not currently exist, so we would like to submit the idea to create a new Cina-specific collection . Thank you
1 vote -
Job to build relationships between host item and component parts to be run 3 times daily
The Monograph in Series team is experiencing delays in checking that host items and component parts have successfully linked. The Job using the 773 field (Host Item Entry) and related record : 'MMS - Build Record Relations' currently only runs once a day at 22:00. We suggest this Job should be run 3 times per day to facilitate more speedy checking and prevent delays in the workflow.
1 vote -
List of possible CZ electronic collection types are inadequate
According to Alma documentation and the answer from ticket 08300011 CZ electronic collection types can be characterised as:
Abstract & Index
Book
Journal
Mixed
OPAC
Web ServiceOur library has linked to CZ collections which only have streaming video, or streaming audio portolios. We think it would be better if there were more content types available to CZ collections to better reflect their contents
2 votes
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