89 results found

1. Better management of serial prediction when publication frequency changes

   Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.

   It would save a lot of time if Alma could change the description (number, date, …) only for the items that are impacted by a new publication during the year. We would just have to fill the « Next prediction item’s information » with the new frequency.
   This enhancement would save a lot of time to catalogers.

   Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.

   It would save a lot of time if… more

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   AdminTamar Fuches (Alma product manager, Ex Libris) responded

   Thank you for the suggested idea.

   After reading it carefully, I understand that the main pain point here is the removal/fix of items already received.

   To be more specific, the description of already received items should be updated to reflect the new pattern.

   
   

   1. Is this understanding correct?
   2. How often such change happens?
   3. Can you please add examples of the existing description and the needed update?
   4. Can the 'Update items using Excel load' CloudApp be utilized for fixing the description? see https://developers.exlibrisgroup.com/appcenter/item-updater-by-excel/

   
   

   Thanks for the collaboration,

   Tamar Fuches

   Alma product

2. Enable us to display items in an "Unavailable" location type as Unavailable in Primo

   We need the ability to show items that are assigned to a location with Type = UNAVAILBLE to show as unavailable in Primo

   The primary use cases that prompt this idea are:
   1. A library is closed for renovation and the items are inaccessible to staff and patrons, but the items must still be discoverable so that patrons can be directed to Resource Sharing in Primo.
   2. Portions of a collection are temporarily inaccessible to staff and patrons, and the items are assigned to a temp location, but must still be discoverable so that patrons can be redirected to Resource Sharing in Primo.
   In both of these use cases, setting the Location(s) to type = UNAVAILABLE accomplishes both suppressing a link for local requesting, and allowing a Request for Resource sharing link to appear, without any other configuration changes

   Right now, items that are in a type=UNAVAILABLE location show in Primo with a prominent "Available" indicator in several places, and use the label for c.uresolver.getit2.item_list.status.ITEM_IN_PLACE in ViewIt, even though the items are not actually available. There is no way to use existing functionality to suppress this "Available" label or the "In library" (ITEM_IN_PLACE) label without an unreasonable amount of work (see info on the impracticability of using work orders below)

   What is needed:
   1. The calculated availability for items in a type=UNAVAILABLE location needs to be Unavailable/Not Available, when Alma might otherwise consider the items to be "in place" (not on loan, not in a process, etc)
   2. The ViewIt information for items in a type=UNAVAILABLE location needs to use a new label, and not the "c.uresolver.getit2.item_list.status.ITEM_IN_PLACE" label

   Why the suggestion on the closed Idea 46262368 "make location type 'unavailable' functional: items in these locations should be shown as unavailable in Alma and Primo" (see URL below) of using work orders to accomplish this is unworkable:
   1. Work orders cannot be removed in bulk. If there are 300000 items that needs to be set to UNAVAILABLE, removing 300000 work orders manually when they are available again is an enormous burden on staff, and is practicably impossible.
   2. Patrons find the Primo display of items in work orders to be confusing
   3. Items in work orders are requestable unless further changes are made to the items or to configurations. Using a type=UNAVAILABLE location accomplishes the un-requestability without needing to do any other configuration or data changes,

   SUMMARY:
   Give us the ability to show items in a type=UNAVALABLE location as unavailable in Primo
   - enabling clear and understandable display of an item's availability to our patrons
   - without onerous additional work

   Note: this is basically a repost of https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/46262368-make-location-type-unavailable-functional-items
   That idea was closed despite support for the idea, and despite the unworkability of the "just put them in a work order" response from Ex Libris

   We need the ability to show items that are assigned to a location with Type = UNAVAILBLE to show as unavailable in Primo

   The primary use cases that prompt this idea are:
   1. A library is closed for renovation and the items are inaccessible to staff and patrons, but the items must still be discoverable so that patrons can be directed to Resource Sharing in Primo.
   2. Portions of a collection are temporarily inaccessible to staff and patrons, and the items are assigned to a temp location, but must still be discoverable so that patrons can be redirected to Resource… more

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   AdminTamar Fuches (Alma product manager, Ex Libris) responded

   Dear colleagues,

   Thank you for raising this idea.

   This was part of the CERV cycle in 2025, but did not make it to the final list.

   
   

   During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:

   
   

   Option 1: New dedicated process type

   • It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
   • Items marked as "unavailable" will be considered as "not in place"
   • The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules

   Option 2: Mark a location as "unavailable"

   • It will be possible to mark a location as "unavailable"
   • All items in this location will be considered as "not in place"
   • The difference from option 1 is that when an item is in an "unavailable" location, it can still be in a process such as loan, work order or any other process type. These are 2 separate attributes
   • The existing options for location based configuration can be used

   Option 3: A new "unavailable" field in item level

   • It will be possible to mark specific items as "unavailable", similar to the availability status of portfolios
   • Items marked as "unavailable" will be considered as "not in place"
   • Similar to option 2, "unavailable" item can still be in a process such as loan, work order or any other process type. These are 2 separate attributes
   • As this is a new attribute, relevant configuration options will need to be enhanced to take this attribute into consideration. Further analysis will be needed here

   
   

   Although option 3 might give more flexibility, it is super complicated and would require huge effort. Therefore, the selected option is option 2: Mark a location as "unavailable".

   The description of this idea exchange sounds like this option, however in the comments I saw some references to option 3. Therefore I wanted to share with you the analysis and discussion - you can see it in: https://public.3.basecamp.com/p/ERLrkhNUHtTYerEiaQAsG2uT

   
   

   Please note that as this did not make it to the final list of the CERV selected items, there is no timeline for implementing this.

   
   

   Thanks,

   Tamar Fuches

   Alma product team

   Dear colleagues,

   Thank you for raising this idea.

   This was part of the CERV cycle in 2025, but did not make it to the final list.

   
   

   During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:

   
   

   Option 1: New dedicated process type

   • It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
   • Items marked as "unavailable" will be considered as "not in place"
   • The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules

   Option 2: Mark a location as "unavailable"

   • It will be possible to mark a location as "unavailable"
   • All items in this location will be considered as "not in place"
   • The difference from option 1 is that when an item… more

3. Separate the ability to delete holdings and items so they depend on different privileges and roles.

   Currently, the ability to delete holdings with no inventory and to withdraw items is controlled by the same user role and privilege. 'Physical Inventory Operator Extended' role, 'Physical Inventory Delete' privelege.

   This idea proposes to separate those functions into 2 roles:
   one will be able to delete empty holdings records (and may be assigned to a broader population of users)
   and the other (the 'extended' role) will be able to withdraw items - which is considered a more sensitive action.

   ---

   This idea was edited by the Alma product team for clarity, see original phrasing below

   Dear all
   The 'Delete Holdings' link in the 'List of Holdings' page, which was formerly visible to users with the 'Physical Inventory Operator' role, is now visible only to users who have the 'Physical Inventory Operator Extended' role.

   This change is a problem because not all the operators can have the physical Inventory Operator Extended role: this role allows operators to delete copies and it is quite dangerous.
   It would be better for us that operators with the physical inventory role keep the permission to move copies from an holding to another and then delete the empty holding. (let’s think of a correction of call numbers)
   We propose the creation of a second Physical Inventory Operators’ role :
   One without the possibility of delete empty holdings
   and another one with the possibility of delete them.
   So that, according to the job that operators have to do, they could keep doing the work deleting empty holdings

   Currently, the ability to delete holdings with no inventory and to withdraw items is controlled by the same user role and privilege. 'Physical Inventory Operator Extended' role, 'Physical Inventory Delete' privelege.

   This idea proposes to separate those functions into 2 roles:
   one will be able to delete empty holdings records (and may be assigned to a broader population of users)
   and the other (the 'extended' role) will be able to withdraw items - which is considered a more sensitive action.

   ---

   This idea was edited by the Alma product team for clarity, see original phrasing below

   Dear all
   The 'Delete Holdings'… more

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   AdminTamar Fuches (Alma product manager, Ex Libris) responded

   Dear community,

   The title and description of this idea were updated to better reflect the need. Please let us know if you have comments on this.

   
   

   Thanks,

   Tamar Fuches,

   Alma development team

4. Ability to create a chosen quantity of predictions

   As someone who manages serial subscriptions, I would like the ability to choose the quantity of predictions I create for any given holdings record. This would allow for quicker navigation of list of items, and reduce the number of inaccurate predictions.

   It is not always desired to predict an entire year’s worth of predictions (which currently is the only option). Depending on the publishing frequency and the number of copies of a subscription, we can have 11 pages of predictions in a list of items, in addition to the received items. This greatly increases the amount of clicking needed at times to find the item you are looking for. Also, due to variations in publishing schedules and the general inconsistent nature of periodicals, creating weekly predictions a year in advance often results in inaccurate predictions which will need to be modified later.

   As someone who manages serial subscriptions, I would like the ability to choose the quantity of predictions I create for any given holdings record. This would allow for quicker navigation of list of items, and reduce the number of inaccurate predictions.

   It is not always desired to predict an entire year’s worth of predictions (which currently is the only option). Depending on the publishing frequency and the number of copies of a subscription, we can have 11 pages of predictions in a list of items, in addition to the received items. This greatly increases the amount of clicking needed at… more

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5. Shelf Report - Figuring out items that are not in call number order

   When running a shelf report for a set or call number range we want to know if any items are misshelved in the sense that they are not in the right call number order. As far as we can tell this is not possible but is an essential part of our inventory checking. For example, if we are running a shelf report for all items in our early childhood education collection we want to be able to determine if items within the collection are shelved in the wrong place according to their call number so that we can go to the shelves with a list and put them in their correct call number order.

   When running a shelf report for a set or call number range we want to know if any items are misshelved in the sense that they are not in the right call number order. As far as we can tell this is not possible but is an essential part of our inventory checking. For example, if we are running a shelf report for all items in our early childhood education collection we want to be able to determine if items within the collection are shelved in the wrong place according to their call number so that we can go to… more

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6. Multiple Quick-Cataloging Templates

   Scenario:
   There are multiple workflows and purposes for which the Quick Cataloging interface is used. For example, in course reserves, staff frequently need to create records for different resource formats beyond book and article. Staff at the circulation desks need to create records any time an item brought to the desk is not found in Alma, and these resources can take any form - from sound recordings on CD to equipment like laptop chargers.

   Problem:
   Not all of these materials fit the current “book” and “article” templates provided for Quick Cataloging. To enable efficient use of the Quick Cataloging feature, it is essential that staff are able to quickly complete record creation tasks without having to “fix” the records later because the current “Book” and “Article” templates don’t contain the correct coding.

   This lack of proper templates leads to the need for libraries to educate non-cataloging staff on why records look/work the way they do, and to create “cheat sheets” for their use in editing quick-cataloged records to match their resource type. These fixes and workarounds add a considerable amount of time to the “Quick” Cataloging workflow.

   Request:
   The ability to configure multiple Quick Cataloging templates would more effectively meet libraries’ needs. For each template, staff should be able to configure the template’s default fields and mandatory fields. The templates, once configured, should appear in a drop-down selection list alongside the existing book and article record types when the Quick Cataloging feature is used.

   Scenario:
   There are multiple workflows and purposes for which the Quick Cataloging interface is used. For example, in course reserves, staff frequently need to create records for different resource formats beyond book and article. Staff at the circulation desks need to create records any time an item brought to the desk is not found in Alma, and these resources can take any form - from sound recordings on CD to equipment like laptop chargers.

   Problem:
   Not all of these materials fit the current “book” and “article” templates provided for Quick Cataloging. To enable efficient use of the Quick Cataloging feature,… more

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7. Work orders: unnecessary message "cancel requests" when moving an item with work order

   When moving an item that has a work order from a location to another, the cataloguer receives a message "The item is in work order, moving the item will cancel the requests if the item is not requestable in the new location". Most of these messages are not pertinent, and we ask for the possibility to adjust it, so that it only appears when really necessary. It confuses cautious employees who are afraid of unintentionally deleting markers, or it is hardly noticed because too often wrong.

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8. Alma Templates: allow user-by-user customization of default holdings templates

   The shared MARC21 holdings templates in Alma offer customization of the template properties, allowing the selection of one template as the default. This customization applies to the entire institution, and not the individual Alma user. Therefore, when we have multiple catalogers working with multiple templates, they all have to conform to one default template. It would be useful to allow each cataloger to set the default template for their workflow.

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9. Please expand the volume of Internal note fields to the Physical Item Editor

   Our library has more than three kinds of information need to be recorded in the internal note field, such as property number, new books statues notes, compensation books notes and so on.
   Hope is could add more, or became expandable let staff to select numbers of fields they needed.

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10. "A" and "The" are not alphabetical

    When listing items, titles that begin with 'a' or 'the' (the indefinite and definite articles) should not be alphabetized under 'A' and 'T', respectively. They should be alphabetized based on the beginning letter of the first non-article in the title. This is standard practice and it is ridiculous to do otherwise.

    121 votes

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11. The option to change the permanent location in the item should not be a default, it should be selectable.

    To change the permanent location in the item can lead to incorrect results. If you have two holdings with different locations and then change the location of the item which is connected to the first holding to the location of the second holding, your item will be relinked to the second holding AND the first holding will be deleted automatically. If the first holding contained additional information (e.g. the call number), this information will be lost.
    The option to change the permanent location in the item should therefore not be a default, it should be selectable depending on the needs of the institution. Some may find it useful, others not.

    To change the permanent location in the item can lead to incorrect results. If you have two holdings with different locations and then change the location of the item which is connected to the first holding to the location of the second holding, your item will be relinked to the second holding AND the first holding will be deleted automatically. If the first holding contained additional information (e.g. the call number), this information will be lost.
    The option to change the permanent location in the item should therefore not be a default, it should be selectable depending on the needs… more

    116 votes

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12. Zeros after the decimal point disappear in the price in order line items

    The problem occurs when editing an order line item where the price contains zero or two zeros after the decimal point (e.g., 31.90, 37.00, 24.80). The price was entered correctly in the Acquisition Department in the format with a decimal point and two characters following it.

    When the copy was edited in the target library to add the missing data, the following message appeared during saving:
    Confirmation Message - Please note the following: The value in the "inventory price" field does not match the defined structure. Are you sure ypu want to perform this action?

    The system automatically “cut” the zero or both zeros (i.e., to the format 31.9, 37, or 24.8), and only after re-editing the price was it possible to correctly save the changes made to the copy.

    Would it be possible to make a correction so that the zeros after the decimal point do not disappear from the price?

    The problem occurs when editing an order line item where the price contains zero or two zeros after the decimal point (e.g., 31.90, 37.00, 24.80). The price was entered correctly in the Acquisition Department in the format with a decimal point and two characters following it.

    When the copy was edited in the target library to add the missing data, the following message appeared during saving:
    Confirmation Message - Please note the following: The value in the "inventory price" field does not match the defined structure. Are you sure ypu want to perform this action?

    The system automatically “cut” the… more

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13. Add Storage Location ID to Export Physical Items job

    "Storage Location ID" will be added to Analytics in the January 2017 release but we also need to be able to get the Storage Location ID from the Export Physical Items job.

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14. A way to set the Scan-in-Items drop-down-menu Status to our specific workflows

    In Cataloging when we scan in item barcodes to send a work order to shelf preparation or end-processing, the scan-in-Item Drop-down menu defaults to Cataloging. Acquisitions uses this to send material to us --but we want to send material to Shelf Preparation/End-Processing. So we have to manually mouse down to insert this everything single time. This is slow (uses up time). It would be faster and healthier (on our hands) if Ex Libris could reconfigure so any library unit in a library could unit set the Scan-in-Item Drop-down menu to default to (--or to "persist" or "stick" at--)the specific status we used last or the one that for our workflow we find most convenient, productive, & efficient. (And also ergonomically healthiest.)
    
    Many thanks--

    In Cataloging when we scan in item barcodes to send a work order to shelf preparation or end-processing, the scan-in-Item Drop-down menu defaults to Cataloging. Acquisitions uses this to send material to us --but we want to send material to Shelf Preparation/End-Processing. So we have to manually mouse down to insert this everything single time. This is slow (uses up time). It would be faster and healthier (on our hands) if Ex Libris could reconfigure so any library unit in a library could unit set the Scan-in-Item Drop-down menu to default to (--or to "persist" or "stick" at--)the specific status… more

    98 votes

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15. Improve Job "Change Physical items information" parameter "Item call number"

    Our "Item call number" are made up of two parts, one alphabetical and the other numerical. We need to be able to modify the alphabetic part in a group of items, and keep the numerical part exactly the same.

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16. Permanent collections

    Colecciones permanentes:
    Si un título tienen todos sus ítems asignados a una colección permanente de documentos perdidos, extraviados, descartados, etc. , el sistema Alma debe evitar que el registro se recupere y visualice a través de Primo, esto a fin de que los usuarios no visualicen un recurso que no tiene la biblioteca y a fin de evitar de realizar otro proceso de cambio.

    Permanent collections:
    If a title has all its items assigned to a permanent collection of lost, missing, discarded documents, etc. , the Alma system must prevent the registry from being recovered and viewed through Primo, so that users do not visualize a resource that the library does not have and in order to avoid carrying out another process of change.

    Colecciones permanentes:
    Si un título tienen todos sus ítems asignados a una colección permanente de documentos perdidos, extraviados, descartados, etc. , el sistema Alma debe evitar que el registro se recupere y visualice a través de Primo, esto a fin de que los usuarios no visualicen un recurso que no tiene la biblioteca y a fin de evitar de realizar otro proceso de cambio.

    Permanent collections:
    If a title has all its items assigned to a permanent collection of lost, missing, discarded documents, etc. , the Alma system must prevent the registry from being recovered and viewed through Primo, so… more

    93 votes

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17. Make it possible to mark items as "unavailable"

    Please make it possible to mark items as "unavailable". This marking can be used in two situations: when an item or a set of items becomes temporarily unavailable to readers, and when items are withdrawn permanently.
    Marking should be both manual and by running the job "Change Physical items information".
    Ex Libris' advice to use a process is inappropriate because neither a process nor a process-related request is required in these cases.

    89 votes

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    1 comment  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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    AdminTamar Fuches (Alma product manager, Ex Libris) responded

    Dear colleagues,

    Thank you for raising this idea.

    
    

    This idea is related to another one - https://ideas.exlibrisgroup.com/forums/308173/suggestions/48370850, which was part of the CERV cycle in 2025, but did not make it to the final list.

    
    

    During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:

    
    

    Option 1: New dedicated process type

    • It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
    • Items marked as "unavailable" will be considered as "not in place"
    • The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules

    Option 2: Mark a location as "unavailable"

    • It will be possible to mark a location as "unavailable"
    • All items in this location will be considered as "not in place"
    • The difference from option 1 is that when an item is in an "unavailable" location, it can still be in a process such as loan, work order or any other process type. These are 2 separate attributes
    • The existing options for location based configuration can be used

    Option 3: A new "unavailable" field in item level

    • It will be possible to mark specific items as "unavailable", similar to the availability status of portfolios
    • Items marked as "unavailable" will be considered as "not in place"
    • Similar to option 2, "unavailable" item can still be in a process such as loan, work order or any other process type. These are 2 separate attributes
    • As this is a new attribute, relevant configuration options will need to be enhanced to take this attribute into consideration. Further analysis will be needed here

    
    

    The description here, on this idea, is actually option 3.

    
    

    During the analysis we identified that

    although option 3 might give more flexibility, it is super complicated and would require huge effort. Therefore, the recommended option is option 2: Mark a location as "unavailable".

    
    

    Do you think that implementing option 2 is enough? in that case, a dummy location "Unavailable" can be utilized for marking specific items by assigning them this location.

    
    

    I want to share with you the analysis and discussion - you can see it in: https://public.3.basecamp.com/p/ERLrkhNUHtTYerEiaQAsG2uT

    
    

    Please let me know your thoughts.

    
    

    Thanks,

    Tamar Fuches

    Alma product team

    
    

    Dear colleagues,

    Thank you for raising this idea.

    
    

    This idea is related to another one - https://ideas.exlibrisgroup.com/forums/308173/suggestions/48370850, which was part of the CERV cycle in 2025, but did not make it to the final list.

    
    

    During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:

    
    

    Option 1: New dedicated process type

    • It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
    • Items marked as "unavailable" will be considered as "not in place"
    • The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules

    Option 2: Mark a location as "unavailable"

    • It will be possible to mark a location as "unavailable"
    • All items in this location will be considered as "not in place"
    • The… more

18. Simplify item scanning when processing is complete

    Operators would benefit from not having to choose a Work Order Type and Status when the treatment is complete. It is not always easy to find out which cataloguing or repair operation has been carried out on an item. And above all, it's not useful if Done =“No” is selected.

    Couldn't you put this last line at the beginning of the form, and open the Work Order Type and Status boxes only if "Yes" has been ticked, rather than the other way round?

    Thank you and thank you for supporting this modest proposal.

    Nicolas

    88 votes

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    1 comment  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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19. Add item process type when creating a new item record

    Currently when creating a new physical item record, you cannot populate the process type field. You must create the record, then go back in and edit the record to add the process type. DUPLICATING an item record does allow the process type to be updated, but creating a new item does not. The extra clicks to go back into an item record to edit it really adds up for Catalogers having to do this repeatedly throughout the day.

    Here is a screen recording showing the issue when creating a new item record:
    https://app.screencast.com/zw7GhHEnH5Won

    84 votes

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20. Allowing the relink of a holding from a bib record to another maintaining the call number even if the location is the same.

    Now in Alma if you try to relink a holding with the same location (ex.: ABC) and call number 123 (1) from a record to another that have already a holding with the same location (ABC) and call number 123 (2), the holding with location ABC and call number 123 (1) disappear and everything is under the location ABC and call number 123 (2),.
    This happens with a relink of a POL or an item.
    We want to maintain the call number 123 (1).
    If it is not possible to do it automatically at least a pop up message that allow me to choose if I want to keep the holding with call number 123 (1) or not.

    Now in Alma if you try to relink a holding with the same location (ex.: ABC) and call number 123 (1) from a record to another that have already a holding with the same location (ABC) and call number 123 (2), the holding with location ABC and call number 123 (1) disappear and everything is under the location ABC and call number 123 (2),.
    This happens with a relink of a POL or an item.
    We want to maintain the call number 123 (1).
    If it is not possible to do it automatically at least a pop up message that… more

    81 votes

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