119 results found

1. Add function to monitor broken display logic rules

   When the name of a collection/interface/service used in a rule changes the rule quietly breaks. The only way in Alma to find out it's broken is to open the specific rule in edit mode, where it says "not listed" next to the changed collection/interface/service. There is no indication in the list of rules and you are not notified when a rule breaks. We have a long list of rules in use so it's difficult to keep track of the broken rules. It would be useful to be notified when a rule breaks or to have a way of monitoring broken display logic rules better.

   When the name of a collection/interface/service used in a rule changes the rule quietly breaks. The only way in Alma to find out it's broken is to open the specific rule in edit mode, where it says "not listed" next to the changed collection/interface/service. There is no indication in the list of rules and you are not notified when a rule breaks. We have a long list of rules in use so it's difficult to keep track of the broken rules. It would be useful to be notified when a rule breaks or to have a way of monitoring broken… more

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2. Add and improve audit logging and system event tracking for changes to Alma configuration

   Many institutions have needs and requirements to be able to track when Alma configurations change, and who changed them.

   This is especially true because many Alma "administrator" roles combine complex librarian tasks with systems configuration abilities. For example, Catalog Administrator or General Systems Administrator is required to create new metadata import profiles - a task that catalogers need to do regularly. But, both roles also grant additional abilities to configure Alma behavior for resource management,
   integrations and the like.

   Use cases include:

   • Monitoring changes as part of standard internal audit review. For example, an institution may identify that even though electronic resources staff need Fulfillment Administrator in order to manage general electronic services, none of those electronic resources staff should be changing other areas of fulfillment configuration. Because Alma's roles do not separate those duties, the secondary requirement would then become to monitor changes in the fulfillment configuration areas outside Discovery Interface Display Logic to know which staff members are changing them and when. We would want a regular report that logged information like the name of the logged in user, the name of the table, the date/time the change occurred, what row(s) changed, and what the prior and new values were in those rows.

   • Troubleshooting unexpected Alma behavior. For example, suppose that custom linking for a set of CDI databases begins to behave unexpectedly. Configuration for those database links is handled in Configuration > Discovery. A staff member hears about the database issue, goes in and attempts to fix it,
     but can't. The issue then gets reported to a systems staff member. At that point, the systems staff member can only see the last updated by and timestamp. They need to be able to see who edited that table, and when, to help figure out what
     might have happened.

   Analytics currently has a subject area called "System Events" that does a poor job of capturing this information. For example, there is a system event type 6141 - Mapping table updated. However, the information captured there is internal tracking information and not actually relevant to mapping table updates, according to Ex Libris support.

   Improving how this data is kept and tracked would go a long way towards reducing risk of Alma not functioning as expected, and making it easier for institutions to manage audit requirements and troubleshooting needs for Alma users.

   Many institutions have needs and requirements to be able to track when Alma configurations change, and who changed them.

   This is especially true because many Alma "administrator" roles combine complex librarian tasks with systems configuration abilities. For example, Catalog Administrator or General Systems Administrator is required to create new metadata import profiles - a task that catalogers need to do regularly. But, both roles also grant additional abilities to configure Alma behavior for resource management,
   integrations and the like.

   Use cases include:

   • Monitoring changes as part of standard internal audit review. For example, an institution may identify that even though… more

   139 votes

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3. Folders in "Manage sets"

   We would like the option to make folders in "manage sets". This would make it easier for different depatmants to navigate through the public sets of the institution.

   43 votes

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4. Pin POL notes to top of list

   Context: when acquisition staff view POLs, there are some notes that are important to see, and other notes that are less important. However the only sorting options for POL notes are by created or updated date.
   Proposal: users need the ability to pin one (or more) notes to the top of the list of POL notes, so the important notes are always easily viewable.

   122 votes

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5. Allow for relative date searching on years in addition to days

   We have logical managed sets where we want to filter on publication year within the last two years and would like to be able to use a relative date search instead of having to adjust the year each year.

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6. Drop line breaks while compiling XML for import profile

   Many of our vendors upload MARC files to an FTP server and the files are processed by our import profiles. When there are line breaks in the files (usually in a note field that is copied into the MARC from another source), the file is treated as invalid MARC. This error is identified after all the files for that profile have been combined, so the import job kicks out valid MARC files in addition to the ones containing errors. Since these are being uploaded by the vendor, we often don't notice that there is a problem until a staff member is looking to receive and pay for the materials.

   I would like to suggest that Alma do some normalization to drop paragraph and line breaks from files (or replace them with spaces) prior to compiling the file into XML.

   Many of our vendors upload MARC files to an FTP server and the files are processed by our import profiles. When there are line breaks in the files (usually in a note field that is copied into the MARC from another source), the file is treated as invalid MARC. This error is identified after all the files for that profile have been combined, so the import job kicks out valid MARC files in addition to the ones containing errors. Since these are being uploaded by the vendor, we often don't notice that there is a problem until a staff member… more

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   19 votes

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7. Allow the keyword function to search up permanent call numbers directly

   If I enter a call number into the keyword search box, it will often show no results despite showing results when the search category is switched to "permanent call number." Inputting an OCLC into the keyword search consistently yields accurate results, so why can't it do so with call numbers?

   5 votes

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8. Set colour layout depending on physical location

   If you are working on a project in acquisitions and someone comes to the desk to check out a book, the acquisitions project must be scuttled in order to switch over to fulfillment. It would be great to have access to both desks at once (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/48521747) and additionally to this, to have an option to configure the color of Alma depending on the desk you are working with. This helps to recognize at a glance which applications are available.

   27 votes

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9. Increased efficiency thanks to new “Send externally” field in CZ update

   The additional “Send externally” field in the CZ update increases efficiency and communication within the library and with external partners and is structured in the same way as the “Report to Ex Libris” field. This allows messages to be sent directly from ALMA, eliminating the need to copy information. This reduces errors, saves time, and minimizes manual effort. Faster processing of requests and better coordination between departments and partners increase service quality and satisfaction and make the library forward-thinking.

   This option includes the following fields:

   1. Sender (automatically filled in by ExLibris based on the login)
   2. Field for entering the email address(es) to which the message should be sent
   3. Drop-down menu with various options, such as: No access – request title, etc.
   4. Free text field “Description”
   5. Additional information: automatically filled in as for “Send to Ex Libris”

   The additional “Send externally” field in the CZ update increases efficiency and communication within the library and with external partners and is structured in the same way as the “Report to Ex Libris” field. This allows messages to be sent directly from ALMA, eliminating the need to copy information. This reduces errors, saves time, and minimizes manual effort. Faster processing of requests and better coordination between departments and partners increase service quality and satisfaction and make the library forward-thinking.

   This option includes the following fields:

   1. Sender (automatically filled in by ExLibris based on the login)
   2. Field for entering the email… more
   15 votes

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10. Quick Links for Alma Cloud Apps

    The quick links (available through the "Alma Production" button) for the most used functions in Alma are very usefull. We would appreciate if Alma Cloud Apps could also be selected as favourites and saved as quick links. It would also be great, if selected Cloud Apps could also be accessed with a key board shortcut (hot key).

    29 votes

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11. Collection-level authentication method options for CDI Link in Record links

    Please provide an option to configure the authentication method applied to CDI Link in record links at the collection level. As it stands, we are able to set a preference at the institution level that is applied to all CDI collections. Our selection to apply the default proxy (in our case, the OpenAthens redirector) is not appropriate for some collections and cannot be overridden. This is especially important as more providers move to federated authentication.
    Ex Libris has configured exceptions for ProQuest legacy collections upon request, but not for other providers.
    Mintel is a good example. When the OpenAthens redirector is applied to Mintel CDI Link in record links, our users are authenticated, then they are taken correctly to a page where they must acknowledge terms of use. After acknowledging the terms, users land on an error page. Were the user provided the direct Link in record link, they could select our institution, acknowledge the terms, then be directed to the content.
    As it stands, we have turned off CDI for Mintel collections.

    Please provide an option to configure the authentication method applied to CDI Link in record links at the collection level. As it stands, we are able to set a preference at the institution level that is applied to all CDI collections. Our selection to apply the default proxy (in our case, the OpenAthens redirector) is not appropriate for some collections and cannot be overridden. This is especially important as more providers move to federated authentication.
    Ex Libris has configured exceptions for ProQuest legacy collections upon request, but not for other providers.
    Mintel is a good example. When the OpenAthens redirector… more

    10 votes

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12. Account for library name when filtering advanced search option ‘holdings: permanent physical location’.

    When performing an advanced search for physical items, holdings or titles, then selecting Holdings: permanent physical location equals, the last box has a drop-down list of all locations to select from, grouped by library.

    On the Items search, when typing into the text box the location list filters by library so that you can then select from the locations within the library. However, when doing the same for a holdings or title search, the list filters by location.

    This is inconvenient for us as there are a number of location names that feature across all libraries, e.g. Main Lending, Reference. It would be better for the search to filter by library then to browse the locations once there, or, at least for the library name to also be included in the filtering.

    This change for physical titles and holdings is part of the new search results UI. We feel it was an unnecessary and inconvenient change and would like for it to change back to match the behaviour of the search when done at item level. (Physical item level UI has not yet been updated so currently retains the preferred behaviour.)

    When performing an advanced search for physical items, holdings or titles, then selecting Holdings: permanent physical location equals, the last box has a drop-down list of all locations to select from, grouped by library.

    On the Items search, when typing into the text box the location list filters by library so that you can then select from the locations within the library. However, when doing the same for a holdings or title search, the list filters by location.

    This is inconvenient for us as there are a number of location names that feature across all libraries, e.g. Main Lending, Reference.… more

    16 votes

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13. Ability to change location of message notifications

    This type of notification/message pops out and frequently obstructs a toolbar I use. I find the messages helpful, but I'd like to be able to move them somewhere else on the screen.

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    4 votes

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14. Sort "Manage sets" by modification date

    It would be nice to be able to sort "Manage Sets" by when the set was modified. The current options only allow sorting by name and creation date, which can make it frustrating to find frequently used sets that aren't at either end of the alphabet and aren't super old or super new, especially when you have many sets. Sorting by modification date would provide an easy way to access the sets you are recently working on.

    3 votes

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15. 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 at least we should have an additional option that would specifically select results visible on that page.

    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… more

    51 votes

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16. Report a Problem Letter to include a user_email variable in emailFrom so that our ticketing system can auto-assign issues to user

    The Report a Problem Letter already has a variable that used in the emailSubject label called category_name.

    We'd like a user_email variable in the Report a Problem Letter that can be used in the emailFrom label

    If we can insert the user email into the from field we can send the email to our ticketing system which will assign it to our user in the system automatically saving staff time.

    2 votes

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17. Search function in Monitor Jobs Menu

    In the menu "Monitor Jobs" (Admin -> Manage Jobs and Sets -> Monitor Jobs) there is no search function for the Scheduled Jobs. For all other Tabs (Scheduled Manual Jobs ; Running ; History) there is a search function. As we have many Scheduled Jobs it would be very useful if a search function could be implemented as in the other tabs.

    Thank you

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    14 votes

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18. Posibilidad de discriminar campos para cosecha de registros por OAI

    No logramos configurar la cosecha por OAI para que solo tome los datos del campo dc.source xml:lang='es-ES' y no tome los datos del campo dc:source xml:lang="en-US"
    Al intentar realizar la regla, en formato oai_dc, no se encontraron parámetros para poder segmentar/discriminar los campos.
    Ver caso 07971865

    1 vote

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19. Error en regla XML para cosecha de registros por OAI

    Para la cosecha de registros por OAI se puede crear la regla en XML pero al intentar cosechar nos genera error en el formato: Registros con error de carga{BULKID=25571960004151, JOBID=3894163620004151, ERRORMESSAGE=Parsing Error - Please check that the file is in the correct format and that the "Input record path" is correct, FILEID=3894165330004151}
    Ver caso 07971865

    1 vote

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20. Version History for Letter XSL Templates

    Currently, Alma does not store version history for XSL templates used in letters. This creates risk: if a change introduces errors, there is no easy way to roll back.

    I propose adding version history functionality - similar to the “View Versions” feature in the Metadata Editor - so staff can revert to earlier versions when needed. Ideally, previous versions could also be labelled for clarity.

    This enhancement would:

    1. Reduce the risk of breaking live communications with untested changes.

    2. Eliminate the need for external tracking in GitHub or personal repositories.

    Adding version control would make template management safer, more efficient, and fully integrated into Alma.

    Currently, Alma does not store version history for XSL templates used in letters. This creates risk: if a change introduces errors, there is no easy way to roll back.

    I propose adding version history functionality - similar to the “View Versions” feature in the Metadata Editor - so staff can revert to earlier versions when needed. Ideally, previous versions could also be labelled for clarity.

    This enhancement would:

    1. Reduce the risk of breaking live communications with untested changes.

    2. Eliminate the need for external tracking in GitHub or personal repositories.

    Adding version control would make template management safer, more efficient, and… more

    1 vote

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