Alma
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1880 results found
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Please add restrict request function for fulfillment network requests in Primo VE between institutions.
We are a library consortium facilitating interlibrary loans through a fulfillment network with Network Zone, rather than AFN.
It allows patrons to find items from other institutions directly and request them. Our goal is for patrons of Institution A to use Institution A's Primo VE to request books from Institution B.
If Institution A has the book available for borrowing, requesting the book from Library B will not be possible.
Implementing the above feature in Alma to restrict requests in this manner would not only save shipping costs but also reduce waiting times for patrons.
We previously submitted this requirement,…
111 votes -
Add "General Notes" at the collection, service, and portfolio levels to Analytics
Please add the following note fields to Analytics:
Electronic Collection:
- General notes (multiple entries)
Electronic Service:
- General notes (multiple entries)
Electronic Portfolio:
- General notes (multiple entries)Why is this necessary?
You can search for many fields in Alma itself, but not all of note fields can be exported from Alma. But this is particularly important for note fields!Thank you very much in advance!
Note: this is a follow-up idea to:
Add "General Notes" at the collection, service, and portfolio levels as indexable/searchable fields
https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/46387843-add-general-notes-at-the-collection-service-an86 votes -
Search possibilities as "Received X weeks ago" or "Available X weeks ago"
Libraries sometimes wish to build logical sets from constantly changing data. For example, a logical set of items received in the last 30 days or a logical set of ebook portfolios activated in the last 15 days. The "Receiving date" (Physical items) and "Activation Date" (Electronic portfolios) search indexes only accept a specific date (selectable from a calendar) and only allow the operators "Equals", "Not Equals", "Before", "After", "Is Empty", and "Is Not Empty". It is therefore not possible to build 100% logical sets based on items received in the last 3 weeks and associate them with a collection for…
115 votes -
Show folder and column details in filters in alma analytics where multiple columns have identical names.
When creating a repost in Alma there are certain subject areas (e.g Physical Items) where a column name is identical across multiple folders.
For example:
Material Type (Physical Item Details)
Material Type (Bibliographic Details)
Material Type (PO Line)when viewed in "Create" view in Alma you can see the folder headings above the column headings and there identify which is which.
However when used as filters, only the column heading is displayed - therefore it is impossible to identify which is which without clicking into each filter and looking for Column Formula to see which folder it comes from.Snip…
91 votesUnder Review ·
AdminShoshana de la Fuente
(Product Manager, Esploro Repository, Ex Libris)
responded
Dear Colleagues,
if the suggested solution available within analytics is not sufficient, please respond with an explanation why. Otherwise we will be closing this idea.
Thank you for your feedback,
Shoshana
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Make physical item templates available in receiving workflow
The new physical item templates look super useful. However, the vast majority of our new items are added as part of our receiving workflow, so they do us little good currently. Can the physical item templates be made available as part of the receiving workflow?
38 votes -
Add "Delete or replace URL's SUFFIX" to Job "Change Electronic portfolio information"
Sometimes it is necassary to change or delete the URL in portfolio information for a set of portfolios. It is possible to delete or replace URL's prefix in Electronic Portfolio information, but it is not yet possible to delete or repclace url's suffix .
For us it would be very useful to have both opportunities.106 votes -
Implement the Counter Registry API
Tasha from COUNTER asked (during ER&L 2024) if anyone had spoken with ExL about implementing the registry API. In the registry, there's SUSHI details, contact details, and notifications. Harvesting from COUNTER registry would reduce complications and would alert librarians to any problems.
Tamar, Tasha, Beda, and I discussed this in person at ER&L 2024. :)
72 votes -
Autoload collections – Better identification
Autoload collections are not always clearly identified in Alma. The default name of the collection does not always mention this information and there is no specific tag which can be searched or displayed in the CZ releases reports. This can be the source of useless changes by EIO or creation of cases.
We do not want to add terms like ‘AutoHoldings’ or ‘Autoload’ in the public name of the collection as this is not an useful information for end-users on Primo.It would thus be very useful to tag these collections with the mention ”Autoload” in the Alma collection search…
25 votes -
Add the "Assign selected" option to In Review Invoices and unassigned Purchase, Lending and Borrowing Requests
Since the introduction of the New unified PO Line Task list, we can bulk assign PO lines using the "Assign selected" option. This is very useful.
We would also like to be able to do this for unassigned invoices and requests in review (Purchase Requests, Lending Requests and Borrowing Requests). Currently, we can only assign invoices and requests one by one and this may sometimes be time consuming.
Specifically for our invoices, many of them are created by EDI, and this "Assign selection" option would be very helpful to quickly assign them to the appropriate invoice operator to finalize their…
45 votes -
MDE Search Resources mask should be empty
When opening the Search Resources mask in MDE, the previous search is still in the data mask. For us there is no benefit for this behavior and we would like to have an empty mask and not to clear the mask every time before starting a new search.
(If other libraries need this opportunity, we would suggest to make the default settings for this mask customizable)63 votes -
Improve "Select all" search results selection
When running a search within Alma, we have the option to "Select All", at which point we can accomplish various tasks like "Push selected to MDE" (for a Physical Titles search), "Add to Itemized Set" and "Create Itemized Set" (for a Physical Items search), etc.
However, when clicking "Select All", this only selects the results on that page of results, which is capped at 50. If you create a search with many pages of results, you would have to take action on each page individually. Clicking "Select All" should actually select all results, not just the results on that page--or…
25 votes -
More options to limit access to private patron information for student employees
Some libraries hire students as part-time staff at the circulation desks or helpdesks. Per the institution or library policies, for privacy reasons, student employees may not be allowed to search for Alma users or to view the contact details of staff members or other student users.
Currently, access to contact details and searching for users are by default possible to any Alma user with Fulfillment roles. Disabling the ALLOW-USERS-SEARCH privilege can prevent access to users list in Manage Patron Services and auto-complete search in same page, but it does not affect the persistent search for users or access to Admin…
79 votes -
Allow Alma users to choose the match routine when using the ‘Link to Community’ tool to link portfolios to a community zone collection.
The ‘Link to Community’ match routine for matching local portfolios to the CZ is too restrictive. We would like to be able to use our local bibliographic records and have them link to portfolios in the CZ, however, the match rate is dependent on what metadata is available in the CZ records, which are often brief and do not contain the ISSN/ISBN match point that Ex Libris has selected for that collection in the CZ.
Alma users should be able to choose the match routine when using the ‘Link to Community’ tool, similar to how we can choose the match…60 votes -
Open / Closed Stacks Request Possibilities Priority
Currently, when a library owns a title in several copies, and that some of these copies are dispatched between physical locations attached to both closed and open stacks fulfillment unit, all copies behave like open stacks.
In other terms: if we have two items, one in open-stacks and one in closed-stacks, title-level requesting is blocked as long as the open-stacks item is available. Hence, open stacks configuration takes precedence over the closed one.
We would like that whenever an available item is stored in a closed stacks location alongside other open stacks available items, users still can request the item…
44 votes -
Create a set from records held in the Metadata Editor
It would be useful to be able to save all of the records that you are working on in the metadata editor as a set to come back to later.
For example, this would be helpful when working on a bound with where you need to work on several records at the same time and need to add links across the records. At the moment, if this work is not completed and we need to return to it later, we would then need to create an itemised set by searching for and adding each record individually. Instead, it would be…
28 votes -
update expiry from booking
For bookings, it is possible to update expiry from the request list in the user account, but it would be very practical to have this option in the active and expired hold shelves item lists for bookings, too.
22 votes -
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…14 votes -
Add privilege to perform "Browse shelf listing" to physical inventory roles
When a user has the "Physical Inventory Operator" but no "Cataloger" role he/she can perform browse search in bibliographical and authority data but can NOT select "Browse shelf listing" - which is what one would expect.
It would be helpful for staff not working in the area of cataloging to be able to do call number browse search. There are several use cases:
.) Browse search can be very useful to look up complex call numbers of multi-volume works that are published in volumes and are further subdivided into sections. By looking at the index you can sometimes get a…16 votes -
Default options for tasks should be configurable by the library
I have a support case open (Case 06893601) that requests the ability to change the default option for “In-House Use”. This support case and others like it could be addressed by allowing the library to configure whether an action is the default.
A search of the Idea Exchange for "change default" results in a lengthy list from all areas, the cumulative effect of which clearly illustrates the need for this change.A few examples:
Reading Room Final Check-in
Warning message to confirm Check-In for Shipped Items
Release remaining encumbrance
Metadata Editor Templates to suppress from discovery and Don't publish to…30 votes -
Order it : additional fields for the bibliographic record
an LC created with Order it generates a bibliographic record with a single description field: Title.
It would be interesting to have additional fields: ISBN, Author, Publisher, Date of publication.20 votes
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