Alma

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  1. Deleting requests older then a certain date

    Would it be possible to have a way of deleting physical item requests older then a certain date? Now it's only possible to delete all requests on a title, but that's not very useful.

    Highly requested titles on a courses reading list is often not relevant after a certain date, when the course has ended. We sometimes see that old requests, that we haven't been able to fulfill, are causing unnecessary delay in fulfilling requests that are still relevant for the new, active course.

    When we had to close the library in spring 2020, we also could see that a…

    258 votes
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  2. Please add Description field to all three tabs in Patron Services page: Loan tab, Return tab, and Request tab

    Currently, there is no Description field in Patron Services page. Library staffs are not able to immediately recognize which issue, volume, or number is loaned, returned, or requested by a patron at a glance in three tabs at this page.

    When circulation desk staff help patron to check or see their loans in Loan tab, Description field is not visible.
    Or, if a patron requests different issues under the same title at a time, when he/she comes to circulation desk and wants to pick up his/her requested items, library staff will need to spend more steps to check the Description…

    236 votes
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  3. Add ability to prevent CDI content from appearing in Primo, by Alma Electronic Collection

    With CDI we have no control over preventing CDI content from appearing in our Primo filtered search, when we have full text holdings which matches to this content.
    In many cases this may be a good thing, in not needing to worry over making sure full text content is searchable.
    However, it is clear that there are collections in CDI with very poor data, which causes linking to fail, and also has content which we do not want at all such as Journals and Books, as we manage the title level by our Alma records.
    For example, CRL Catalog has…

    304 votes
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  4. comment/note field for configurations

    A comment or note field for configurations would be incredibly helpful in general, but the current pandemic has highlighted the need for a way to easily track the reasons behind changes. This would keep the notes in the places where they'd be seen by the people working on the configurations, rather than us having to track things in a separate place.

    All of the fulfillment configuration menu would benefit from this ability when short-term or emergency changes are being made. But it would also be good in places like: Letters; DARA recommendations; and all Other Settings areas. These are places…

    324 votes
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    13 comments  ·  Other  ·  Admin →
  5. New Metadata editor- add holding from the Add inventory menu

    Hello to eveybody,
    yesterday watching the webinar "The Alma New Metadata Editor - Webinar Sept. 08, 2020" we found out the in the add inventory there isn't the possibility to add an holding.
    This is not useful for libraries that don't do the order in Alma, but simply add an holding after cataloguing a book.
    The possibility of adding an holding from the menu View inventory should be present.
    The Add inventory should have the default holding template included in the menu.
    If the operator wants a specific template it is clear that the operator must choose the right holding…

    212 votes
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  6. Fine for failing to pick up request

    We would like to have a fine automatically applied when a patron fails to pick up a request. The fine should be applied after the last pick-up date has passed if the request has not been picked up or cancelled. It should be possible to determine for which locations/user groups the fine will be applied.

    137 votes
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  7. Increase the visibility of digitization requests in case of multiple requests

    When there is more than one digitization request on a same item (same or different requesters), only the first request is displayed in the Task List. When this request is completed, the second request is not listed in the Task List or in the “In Process Items” page, except when the barcode is scanned again.

    We think that “In process Item” page should not be empty once the first request is completed. Or least, there should be an alert informing the operator that there is another request on the same item just ready to be fulfilled...

    226 votes
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  8. Make 'requester' clickable after 'scan in items' step of handling a request

    It would be convenient if it was possible to click on the requester after the 'scan in items' step when managing a request.

    80 votes
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  9. Digitization Requests - remove 'next step' from process

    When managing Digitization Requests after 'Scan In', there is an obligatory 'Next Step' which has to be selected before getting the option to 'Attach documents' (and get the status from 'Digitization' to 'Document delivery'). Is it possible to remove this 'next step' from the Digitization process?

    92 votes
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  10. Ensure sample xml is available at the same time new Alma letters are released

    When new Alma letters are released it would be super helpful if:

    • The sample xml file is added to the zip file here  https://developers.exlibrisgroup.com/blog/alma-letters-xml-samples-for-working-on-xsl-customization to coincide with the Sandbox release

    • Release notes include a link to the post on the developers network

    Even better would be if the sample could be downloaded from within Alma letters configuration

    LettersDefault.xml which is currently downloadable in Alma is a generic xml which cannot be used for customisation. Some letters require a scheduled job to be run (these are disabled on Sandbox by default) making it inconvenient to generate a letter…

    67 votes
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    2 comments  ·  Other  ·  Admin →
  11. Allow Fulfillment Network Member (AFN) to lend resources, but not serve as a physical pick-up location for other network members' patrons

    Since some institutions have buildings with perpetual restricted access, we have some AFN fulfillment network member libraries that are willing to send their materials to another AFN member library for pick-up, but, for all functional purposes, they are closed to the public. They don't want patrons from the other AFN institutions to visit their library in person, and thus, don't want patrons from another AFN institution to select their library as a pick-up location.

    This need has been heightened during the pandemic, with more institutions closed to the public.

    We know that turning off all circ desk hold shelves will…

    84 votes
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  12. Make Alma recognize "Primary Identifier" when creating a set of users

    Every time anyone creates an Analytics report on users, if they want it to be usable in Alma via "Create Set," they have to rename the first column of the Analytics report to "Username," which is not a field in the Users subject area in Analytics.

    Make the Alma UI accept "Primary Identifier" as a recognized unique identifier so that we can use it to pull User sets from Analytics into Alma.

    29 votes
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    2 comments  ·  Analytics  ·  Admin →
  13. May release : deletion of empty holdings.

    Dear all
    the May release introduced a change concerning the deletion of empty holdings:

    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…

    169 votes
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  14. Bulk waiving by date

    Currently we are unable to do bulk waives within set dates, for example - 01/04/2020 - 02/09/2020. We need to run bulk waives on fines accrued during lockdown periods.

    60 votes
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  15. Please add more fields to the 'Receiving Items List'

    Acquisitions --> Receive --> Continuous (orders) --> Manage Items

    We would be happy to have additional fields in the 'Received Items List':
    - Internal note 1
    - Internal note 2
    - Internal note 3
    - Public note

    Our colleagues in the Serials Department use Item Notes to document vendor responses (of reminded issues) or for notes that only concern individual issues. Having these information already displayed in the list without additional clicks would make their daily work much easier.
    Since display in the "Manage Items" list is configurable, each customer can decide for herself/himself which fields she/he would like to…

    76 votes
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  16. Increase customisation options for the resource sharing request form

    User experience testing that we conducted showed that most users prefer to place resource sharing requests via the resource sharing request form in Primo. Users also expressed frustration with some aspects of the form including the format of the fields. They also expected that the Library could add notices relevant to the resource sharing service to this page.

    The current options for configuring this form do not allow us to meet the expectations of our users. We would like to have more options for customising the page the form is on and the form itself. Specifically we would like : …

    169 votes
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  17. Provide multiple hold pickup options within a single Alma library

    We'd like to provide, within a single Alma library, the following pickup location/delivery options to our users: locker, circulation desk, or mail to home. At present, this is only possible through the creation of additional libraries.

    72 votes
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  18. Add Rapid ILL lending categories to Electronic Collections in Alma

    Please add a new Rapid ILL lending status field to electronic collections so libraries can indicate the following Rapid ILL lending statuses and more easily create logical sets to automatically send holdings to Rapid:
    • LendableInternational: You are able to fill lending requests from any other Rapid libraries around the world. This is typically the Lendable value used for print materials that you want to make available in Rapid.
    • LendableCountry: You are able to fill lending requests only from Rapid libraries in your country. This is typically the Lendable value used for electronic materials.
    • LocalOnly: You are not…

    45 votes
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  19. Add “next year” as an option in serials subscription date range drop down menu for invoice lines.

    Many of the invoices we process are for serials subscriptions for the following calendar year. Having “next year” as an option, for invoice line subscription ranges would be quite helpful.

    51 votes
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  20. Include the full physical item's History - Item Changes in analytics

    Analytics captures a Physical Item's Modified By and Modification Date, however this only tracks the most recent change to an item, and it does not describe the change made.

    I'm hoping Analytics can be expanded to include all of the detail that can be found on the item's History - Item Changes report within Alma, including:

    Date
    Operator
    Field Name
    Old Value
    *New Value

    42 votes
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    1 comment  ·  Analytics  ·  Admin →
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