Alma
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1930 results found
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Separate new and deleted portfolios behaviors of "Activate new portfolios associated with service automatically"
"Activate new portfolios associated with service automatically?" has just 2 options (Yes and No), and it doesn't just control what happens when new portfolios are added to the collection; it also controls what happens when portfolios are deleted from the collection. I think there are probably additional use cases besides these as well.
If "Activate new portfolios associated with service automatically?" is set to "Yes":
New portfolios added to CZ collection are automatically activated in IZ
Portfolios deleted from CZ collection are totally deleted from IZIf "Activate new portfolios associated with service automatically?" is set to "No":
New portfolios…187 votes -
Create Alma search queries and sets with relative dates
Give customers the ability to query Alma using relative dates. This functionality is currently only available in Alma Analytics, but we would like it to also be available for repository search.
This functionality would be especially useful for creating sets, particularly logical sets that can be used to populate logical collections. One of the most common uses for collections is to showcase new materials (e.g., books, journals, databases, etc. acquired in the last 90 days). However, there is currently no way to build a logical set like this. The best one can do is to select the current year and…
98 votes -
replace "Do not show as Full Text available in CDI even if active in Alma" with a pair of show local / show CDI checkboxes
To avoid duplicates when we have both local portfolios and CDI records, we can rely on the "Do not show as Full Text available in CDI even if active in Alma".
Enabling this feature will show in Primo local IZ portfolios, and is very good when local records are rich and CZ records are limited/poor.
Sometimes however CDI records are richer and provide indexing at chapter level. In such a case we would like to hide IZ local portfolios and show CDI records instead.
It would be therefore useful and clearer to replace the "Do not show as Full Text…71 votes -
Consistent use of first ISBN in MARC field 020 for electronic resources in Alma
Right now which ISBN is displayed/taken for export relating to e-resources is rather inconsistent in Alma:
.) In the results list of an All Titles search the first ISBN of MARC field 020 is displayed and subsequently used for Excel export.
.) In the results list of an Electronic Portfolio search the second ISBN of MARC field 020 is displayed (if there is one) and subsequently used for Excel export.
.) In the portfolio list of an electronic collection the second ISBN of MARC field 020 is displayed (if there is one).
.) On the portfolio tab of the Electronic…107 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-an90 votes -
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,…
114 votes -
Add Electronic Service Information Update Job
Electronic Portfolios and Electronic Collections each have an Information Update job in Alma. Electronic services need the same functionality because they are also affected in bulk by changes.
Job Name: Change Electronic service information
Job Description: Update Electronic service information for a set of Electronic services
Job Content Type: Electronic Service
Job Type: Information UpdateUse Case: ProQuest began requiring a value for the CLIENTID parameter in the Linking Parser Parameters section of all ProQuest electronic services. With over 50 ProQuest electronic collections activated, that meant that over 50 electronic services had to be manually edited one at a time…
46 votes -
Ability to surface details of recipients/subscribers to Scheduled Analytics Reports
Allow for export/inclusion of subscriber details when exporting list of scheduled reports or creating Analytics reports from Analytics Usage Tracking subject area or Analytics Objects subject area.
I am trying to do an audit on recipients/subscribers of our Scheduled Reports in Alma. The aim is to streamline who receives which reports/ remove staff who have moved roles and/or staff who have left the institution.
Currently neither the extract of Analytics Objects from Alma or any of the Analytics Subject Areas include details about the recipients/subscribers and I feel this would be very useful for auditing/access control.
34 votes -
Display Open Access Indicator based on Setting at the Portfolio Level
Currently, the Open Access (OA) indicator displays in Community Zone records when the record contains a 506 field with the following formatting:
506 0_ $f Unrestricted online access $2 star
Records in the Directory of Open Access Journals (DOAJ) collection are automatically enriched with this data, but not records in any other collection. The rationale is that the OA indicator may appear on records that are not available as OA in all collections, leading to a confusing display. However, this can lead to cases where institutions do have OA access, but cannot display the OA indicator.
To avoid both of…
48 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…
123 votes -
Add a Public Note to all representations at the collection level
This function, that exist in the configuration of an electronic collection, doesn't exist in a digital collection, so there is no other way to add a text to all records that will be shown in Primo.
32 votes -
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 -
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…
83 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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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…
40 votes -
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…32 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.100 votesDear community,
The option to edit URL's suffixes in bulk using the 'update portfolio information' job is planned for the upcoming November release.
Thanks
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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. :)
77 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 -
Improvements for the MDEs left pane
The left pane in the MDE is a very helpful tool for navigation in daily business. With the following improvements it could be even more helpful:
- Customization of the display of the different databases in all the tabs (records/templates/rules): it would be very helpful if one could select only the databases that are necessary for the daily work for display (example: I have in the record tab 14 different databases of which I only need 4, and one that I need is only accessible through the drop down menu); if a selection is not possible it would be helpful…16 votes -
Implement Automatic Upload of Electronic Holdings for Perlego eBooks
Implement auto holdings (autoholding, automatic upload of e-holdings) for Perlego eBooks.
This will allow for automatic update of the collection based on most recent institutional holdings file received from Perlego.
As is already available for ProQuest, Springer, Elsevier, Wiley, and other publishers.
19 votes
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