1851 results found

1. Add a Remediation Status/Step to the Digitization Workflow

   Alma's digitization process has no built-in status or step for accessibility remediation before a digitization request is delivered to a patron. Alma customers adhering to WCAG 2.1 AA under Title II ADA compliance for document delivery have no internal way to flag, route, or track items that need remediation (e.g., OCR correction, tagging, reading order) before fulfillment.

   We'd like to see a dedicated "Remediation" status added to the digitization workflow, allowing staff to route an item for accessibility review before it's marked complete and delivered. This would let Alma customers track remediation volume and turnaround time via Analytics and support consistent compliance with applicable accessibility laws across the community.

   Alma's digitization process has no built-in status or step for accessibility remediation before a digitization request is delivered to a patron. Alma customers adhering to WCAG 2.1 AA under Title II ADA compliance for document delivery have no internal way to flag, route, or track items that need remediation (e.g., OCR correction, tagging, reading order) before fulfillment.

   We'd like to see a dedicated "Remediation" status added to the digitization workflow, allowing staff to route an item for accessibility review before it's marked complete and delivered. This would let Alma customers track remediation volume and turnaround time via Analytics and support… more

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2. Ebooks on order in Alma should display in Primo like print books do

   There is a discrepancy between purchased ebooks and print book visibility in Primo when on order.

   E-resources (Portfolios) which are on order - but not activated (still only "in order") - are not seen in discovery (Primo VE).
   Whereas physical items that are on order and didn't arrive yet - are seen in discovery (Primo VE) as "on order".

   The lack of visibility in Primo of ebooks currently on order can lead to duplication of orders and therefore a waste of money, or extra admin to cancel erroneous duplicate orders.

   The option to make ordered content visible or not in Primo should be the same for all content regardless of format.

   There should be an option to display on Primo the portfolio, to show it was inactive, but also to show that it is on order, so that it is consistent behaviour to the print books

   After raising a support call thinking this was something we could configure, we have been advised to raise it as an Idea so that it might be considered for development.

   There is a discrepancy between purchased ebooks and print book visibility in Primo when on order.

   E-resources (Portfolios) which are on order - but not activated (still only "in order") - are not seen in discovery (Primo VE).
   Whereas physical items that are on order and didn't arrive yet - are seen in discovery (Primo VE) as "on order".

   The lack of visibility in Primo of ebooks currently on order can lead to duplication of orders and therefore a waste of money, or extra admin to cancel erroneous duplicate orders.

   The option to make ordered content visible or not in… more

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3. Display Requester's Name in Interlibrary Loan (ILL) Request Details

   We would like to request an enhancement so that the requester's name (Ful outgoing email letter-code: %reqName%) is displayed together with the Request ID in the request details when submitting an Interlibrary Loan (ILL) request to another institution.

   Currently, the receiving library can only view the Request ID. Since each institution uses its own ID format and structure, the receiving library cannot identify the requester based on the ID alone or access the corresponding user information.

   Displaying the requester's name along with the Request ID would allow the receiving library to identify the requester more accurately, improving the efficiency and accuracy of request processing.

   We would appreciate your review and consideration of this enhancement request.

   We would like to request an enhancement so that the requester's name (Ful outgoing email letter-code: %reqName%) is displayed together with the Request ID in the request details when submitting an Interlibrary Loan (ILL) request to another institution.

   Currently, the receiving library can only view the Request ID. Since each institution uses its own ID format and structure, the receiving library cannot identify the requester based on the ID alone or access the corresponding user information.

   Displaying the requester's name along with the Request ID would allow the receiving library to identify the requester more accurately, improving the efficiency and… more

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4. Add Kortext to the list of vendors for Autoholdings

   As many institutions in Germany need to switch to Kortext, it would be very helpful if ExLibris could add Kortext to the list of vendors for Autoholdings.
   This would be a great help, particularly for smaller organisations with limited staff.

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5. Enable NACO contributions in the MDE or linked data editor

   NACO libraries contribute authority records to the Library of Congress Name Authority File (LCNAF) through a distribution recipient (aka "NAF copy holder" or "full node"; https://www.loc.gov/aba/pcc/naco/nodes.html). Besides OCLC, one of the full nodes is Clarivate's Innovative/SkyRiver (https://iii.com/products/skyriver/). If Clarivate's Ex Libris Alma became a full node as well, NACO participants could create and edit LCNAF records in the Metadata Editor or even potentially Alma's linked data editor, rather than needing to use OCLC for this work.

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6. Add "Open Access" Electronic Access Type

   Please add "open access" as an electronic access type (like perpetual, current, current and perpetual) at both the portfolio and collection levels. With more resources being open access, it would be helpful to be able to mark them as such.

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7. Invoicing from file: add a "Line exclusive" option for VAT type and add a value at invoice line level for invoicing state (fully/partially)

   Hello, good morning!
   As I am developing an app that transforms an XML "FACe" invoice (the Spanish standard for electronic invoicing) to an Excel file that can be uploaded into Alma, I have find out that the current Excel template which is published by Ex Libris lacks some fields or options that I think should be taken into consideration. Alma lets upload some XML invoces, but not the ones that follow the Spanish standard.
   Previously, I opened a case in Support Center requesting some info about this topic, and the answer is that the options I am about to indicate here do not currently exist in the Excel template.
   First, there should be a third option for VAT type at invoice heading level: there is a column in "HINV" row which is titled "Inclusive", so that it can be filled at "INV" level as a boolean: thus, "True" stands for "Inclusive" VAT and "False" stands for "Exclusive" VAT, but Alma offers a third option, "Line Exclusive", which cannot be indicated in the Excel template as it has not been defined as a third option. In this case of "FACe" invoicing, "Line Exclusive" is the proper option to apply, and it cannot be indicated in the Excel spreadsheet for Alma.
   Second, last but not least, there should be another column at invoice line level (HIL/IL) where to indicate whether the invoice line is fully or partially invoiced. Every single test I have performed takes the invoice line as "Totally invoiced", and it is correct in most cases but not necessary in all situations. Furthermore, once uploaded it cannot be corrected in Alma, as this information stays in a non-editable state: the only "solution" to correct it in Alma implies deleting the [partially] invoiced invoice line and to create it once again, indicating that it's partially invoiced instead of fully invoiced.
   So, to sum up, I think that there should be a way to indicate in the Excel template that the VAT type is "Line Exclusive" and another one to indicate if an invoice line is fully or partially invoiced.
   Kindest regards,
   José Ángel

   Hello, good morning!
   As I am developing an app that transforms an XML "FACe" invoice (the Spanish standard for electronic invoicing) to an Excel file that can be uploaded into Alma, I have find out that the current Excel template which is published by Ex Libris lacks some fields or options that I think should be taken into consideration. Alma lets upload some XML invoces, but not the ones that follow the Spanish standard.
   Previously, I opened a case in Support Center requesting some info about this topic, and the answer is that the options I am about to indicate… more

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8. Option to automatically suppress Bib records when AutoHoldings portfolios are unlinked or deactivated

   The Issue:
   Currently, when using vendor AutoHoldings collections (such as Wiley, Elsevier, etc.), Ex Libris recommended best practice is to set "Automatically delete portfolios removed from service" to No. This protects institutions from permanent data loss if a title is temporarily dropped or updated by the vendor.

   However, when AutoHoldings unlinks or deactivates a portfolio in the Institution Zone (IZ), the portfolio remains in the system while becoming inaccessible. Because the bibliographic record is not automatically suppressed, patrons still encounter these titles in Primo VE as "Not Available" or broken links, leading to a poor user experience and unnecessary support tickets.

   Existing parameters like logicalsuppressnoavailinventory do not resolve this, because Alma currently treats an unlinked/inactive AutoHoldings portfolio in the IZ as "active inventory", preventing the parameter from hiding the Bib record in Primo VE.

   Suggested Solution:
   Introduce a built-in feature or automated scheduled job that allows Alma to:

   Automatically suppress Bib records from Discovery when an AutoHoldings update unlinks or deactivates its associated portfolio (without requiring complete portfolio deletion).

   Automatically unsuppress/reactivate the Bib record if the portfolio is later re-linked or reactivated by a subsequent AutoHoldings job.

   Why this is needed:
   Libraries need a way to maintain an accurate discovery catalog for patrons in Primo VE while maintaining safe, conservative collection management settings in Alma without resorting to risky portfolio deletion or manual set maintenance.

   The Issue:
   Currently, when using vendor AutoHoldings collections (such as Wiley, Elsevier, etc.), Ex Libris recommended best practice is to set "Automatically delete portfolios removed from service" to No. This protects institutions from permanent data loss if a title is temporarily dropped or updated by the vendor.

   However, when AutoHoldings unlinks or deactivates a portfolio in the Institution Zone (IZ), the portfolio remains in the system while becoming inaccessible. Because the bibliographic record is not automatically suppressed, patrons still encounter these titles in Primo VE as "Not Available" or broken links, leading to a poor user experience and unnecessary support… more

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9. Track Active/Inactive status changes in the User History tab

   Changes to a user's Active/Inactive status aren't captured in the User Details History tab — even though this is one of the more consequential changes a user record can undergo, directly affecting circulation and access privileges. The History tab tracks a wide range of other field changes; Status just isn't one of them. Right now, figuring out when and why a user went inactive means piecing it together from Analytics, job reports, or institutional memory instead of just checking the record.

   There's a real gap between what a reasonable person expects ("History tracks changes to the user record") and what the system actually does ("...except Status"). That gap matters beyond this one field: if we can't confirm whether a patron was active on a given date using the tool built for exactly that purpose, it undermines confidence in the audit trail overall.

   Requesting that Status changes (Active ↔ Inactive) be added to History, consistent with how other fields are already tracked.

   Documentation: Viewing Changes to the User Record (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/030User_Management/010Managing_Users#Viewing_Changes_to_the_User_Record)

   Changes to a user's Active/Inactive status aren't captured in the User Details History tab — even though this is one of the more consequential changes a user record can undergo, directly affecting circulation and access privileges. The History tab tracks a wide range of other field changes; Status just isn't one of them. Right now, figuring out when and why a user went inactive means piecing it together from Analytics, job reports, or institutional memory instead of just checking the record.

   There's a real gap between what a reasonable person expects ("History tracks changes to the user record") and what… more

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10. Add 'Portfolio Parser Parameters' as a Portfolio Loader matching option

    Please add 'Parser parameters' as an additional matching option for activating CZ portfolios using Portfolio Loader.

    Matching by ISBN for large ebook activations results in too many multiple portfolio matches. Since the title IDs in most vendor lists or KBART files match Alma’s parser parameters perfectly, they provide a much better unique identifier than ISBNs for ebooks.

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11. Ability to see files shipped via Lending

    It should be possible to see the files that a Lender ships to another library via Lending.
    This feature appears in Borrowing as Show File.
    When the Borrowing library complains about the quality of a file, the Lending library has no way of seeing it in Alma, only via their own local servers.

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12. Badges for Resource Sharing

    There are two Request Types in the patrons' list of Requests:
    a. "Patron physical item request" which is used for regular requests and b. "Patron physical item request (resource sharing)" which is used for RS requests.
    They are very similar and this is confusing for Fulfillment staff when checking Requests, especially when both types appear.
    See attached file with two examples of requests: the first one is for Resource Sharing, and the second one is a regular request.
    Proposed solutions:
    1. We would like to suggest creating a new Resource Sharing Badge so that Fulfillment staff can clearly differentiate between Resource Sharing requests and regular requests.
    Ideally, the system should show a prominent visual indication (like it does with Fines, Overdues and On Hold Shelf) - see attached file of proposed solution.
    2. If a new Badge is not possible, could the Request Type be changed to "Resource Sharing Request" instead of "Patron physical item request (resource sharing)"

    There are two Request Types in the patrons' list of Requests:
    a. "Patron physical item request" which is used for regular requests and b. "Patron physical item request (resource sharing)" which is used for RS requests.
    They are very similar and this is confusing for Fulfillment staff when checking Requests, especially when both types appear.
    See attached file with two examples of requests: the first one is for Resource Sharing, and the second one is a regular request.
    Proposed solutions:
    1. We would like to suggest creating a new Resource Sharing Badge so that Fulfillment staff can clearly differentiate between… more

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13. Feature Request: Add Vendor Filter for "Acquisitions > In Process Items"

    We would like to request the addition of a Vendor filter in the Acquisitions > In Process Items screen.

    Currently, we organize processing items by distinguishing between purchased and donated materials. However, there is no way to filter or sort processing items by vendor, making it necessary to open and check each individual item to identify its vendor information for purchased materials.

    Adding Vendor as a filter option would allow users to quickly view and organize processing items by vendor, significantly improving the efficiency of the acquisitions workflow.

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14. Allow institutions to add custom descriptive names for Reporting Codes

    We recently updated some of our reporting codes. It would be great to be able to add descriptive names. As an example, rather than having to remember that the 1st Reporting Code is for "Collection Area" we would like to customize the label so that "Collection Area" appears in the POL, invoice, and related components of Alma and Rialto instead of "1st Reporting Code".

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15. Allow faster 'All titles export' in UI by adding option to only download titles' MMS ID

    We are grateful for 30 local parameters in Alma Analytics, but frankly could use way more (i.e. as many as the number of MARC fields that we use that are not already available in Analytics. For example '035' is available in Analytics via 'Network Number'). Sometimes to get Analytics to output what we need, we must run the search in Alma first. However, the 'All titles export' is intolerably slow for as few as 5K bib records. Possibly, if the Tech team thinks that 'All titles export' UI time could be shortened by adding an option to output/export only MMS ID, we would heartily support it. We typically only grab the MMS IDs from such exports anyway (and then pop them into Alma Analytics). Thank you in advance for voting for this time saver!

    We are grateful for 30 local parameters in Alma Analytics, but frankly could use way more (i.e. as many as the number of MARC fields that we use that are not already available in Analytics. For example '035' is available in Analytics via 'Network Number'). Sometimes to get Analytics to output what we need, we must run the search in Alma first. However, the 'All titles export' is intolerably slow for as few as 5K bib records. Possibly, if the Tech team thinks that 'All titles export' UI time could be shortened by adding an option to output/export only MMS… more

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16. Add ability to inventory attachments in Alma Analytics for vendor records

    Add attachment field to Analytics reports, so we can see if we are missing quotes, invoices, VPATs, etc.

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17. OAI publishing profile - Add portfolio provenance field to Enrich Electronic inventory section

    In a OAI publising profile, Data Enrichment tab, section Enrich Electronic Inventory, it is not possible to choose Provenance Field, we need it to be available via OAI for integration with third party systems. Thanks

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18. Add publishing year field when creating new local portfolio

    The current workflow for adding the publishing year for local portfolio is not comfortable. The year can only be added when manually editing the record in the metadata editor. Furthermore, the default date is set in the "default template for creating e-journals/e-books" in the metadata editor. That means, if you create a local portfolio, it silently sets a default year. If you don't change the default year in the default template, you will accidentially have a default year from 2022 or earlier etc. (depends on what is set in the default template) because it doesn't update itself year by year.

    So the solution would be, to add a field "publishing year" in the user interface to avoid the manual adding of the publishing year in the metadata editor and to avoid the mistake of not updating the default year.

    The current workflow for adding the publishing year for local portfolio is not comfortable. The year can only be added when manually editing the record in the metadata editor. Furthermore, the default date is set in the "default template for creating e-journals/e-books" in the metadata editor. That means, if you create a local portfolio, it silently sets a default year. If you don't change the default year in the default template, you will accidentially have a default year from 2022 or earlier etc. (depends on what is set in the default template) because it doesn't update itself year by year.

    … more

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19. Change bibliographic (bib) references for PO lines with job

    We have thousands of pre-migration suppressed bibliographic records attached to orders. We need to be able to attach these orders to their current unsuppressed bibliographic record with a job. We request a new job that would allow us to upload a list of POLs and the MMS ID of their corresponding new bib records. It would behave the same as the manual "change bib reference" function on a PO line, and should provide details in the report for any relinking that was not successful.

    Other than cleaning up pre-migration data, this is necessary for any large-scale change in bib record handling. For example, switching to or away from using CZ records. Without this job, libraries are forced to choose between having POLs without any bib record attached, or maintaining a large number of old suppressed bib records. In neither case is the PO line attached to the correct bib!

    Please note that this enhancement is about the bib reference on the PO line - it should not affect the POL inventory at all.

    Thanks for considering!

    We have thousands of pre-migration suppressed bibliographic records attached to orders. We need to be able to attach these orders to their current unsuppressed bibliographic record with a job. We request a new job that would allow us to upload a list of POLs and the MMS ID of their corresponding new bib records. It would behave the same as the manual "change bib reference" function on a PO line, and should provide details in the report for any relinking that was not successful.

    Other than cleaning up pre-migration data, this is necessary for any large-scale change in bib record… more

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    0 comments  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
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20. Provide more info on bulk fine waiving confirmation screen

    Bulk fine waiving has been enhanced to allow waiving from a set or from an uploaded file, which is great. However, before running the irreversible job, a moment that is typically a bit fraught for the user, it would be very helpful see the number of fines that the job will waive with the current parameters applied. Currently no info is given by the confirmation screen and this leads to uncertainty as to whether the indicated set / file was being properly recognized. The confirmation screen should be more in line with the standard manual jobs or the portfolio loader, i.e. giving the user a preview of what will happen before the user confirms that the job should run. Alternatively (or in addition) there could be a "report mode"/dry-run feature, allowing you to see how many fines would be waived.

    Bulk fine waiving has been enhanced to allow waiving from a set or from an uploaded file, which is great. However, before running the irreversible job, a moment that is typically a bit fraught for the user, it would be very helpful see the number of fines that the job will waive with the current parameters applied. Currently no info is given by the confirmation screen and this leads to uncertainty as to whether the indicated set / file was being properly recognized. The confirmation screen should be more in line with the standard manual jobs or the portfolio loader,… more

    3 votes

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