Alma
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1812 results found
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Alma Analytics: Cost per Use - calculate use on all platforms
When using Alma Analytics for cost per use reports, only use from the chosen COUNTER Platform are calculated. In part, this is because in Electronic Portfolio Editor, only one COUNTER Platform may be chosen. This is a problem for our Ovid Journal collections as Ovid records use across three platforms. We would like all use to be calculated in Alma Analytic Cost per Use reports, whether this be solved by allowing us to choose multiple platforms in Alma or have Alma Analytics calculate all use, not just the COUNTER Platform chosen in Alma.
33 votes -
Allow relinking of items to other holdings records via API
The Alma user interface allows cataloguers to relink an item onto a different holdings record, either on the same bibliographic record or a different one. It is not possible to relink an item via the API.
If a library wishes to do a major restructure of holdings records via API (e.g. post migration from another system), it is currently impossible. For example, during migration of our early printed books from our old LMS, Ex Libris craeted one holdings record per location, despite there being multiple distinct items with different shelfmarks and provenance history, which should have separate holdings records. We…
49 votes -
Authority control for name-title access points: link bibliographic 1XX+240 to authority 1XX $t
In Alma, bibliographic records containing 1XX + 240 do not establish an effective authority link with the corresponding name-title authority record (1XX $t).
As a result, when the authorized access point for a name-title authority is updated (for example, a change in the title portion in 1XX $t), the update is not propagated to the linked bibliographic records. The 240 fields in affected bibliographic records remain unchanged and must be identified and edited manually.
This behavior results in:
· High manual maintenance effort
· Increased risk of inconsistencies between authority and bibliographic data
· Reduced effectiveness of authority control in…
43 votes -
Request expiration date in Analytics
We are trying to retrieve a list of items that are about to expire on our holdshelf but it looks like the Request Expiration Date is not available in the Requests subject area in Analytics. We were expecting it to be in the Request Details section.
Of course, the holdshelf is just a specific case, limited to patron physical item requests, but this idea can be extended to any other request type in which an expiration date is meaningful.
32 votes -
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…
136 votes -
The line separator in Analytics outputs is normally a semicolon, but should not be ambiguous
In various exports from Analytics, it was noticed that the characters present in Alma are output as follows:
- sharp bracket < present in Alma is put out by Analytics as & l t ;
- sharp bracket > in the Alma (bibliographic data) material is put out by Analytics as & g t ;
- ampersand & as & a m p ;
This is likely due to HTML being used as the export format in Analytics. However, for the further processing of large amounts of data, it is disruptive that a semicolon is used for coding here. The semicolon appears both…
64 votes -
Request for a List of Selectable Special Characters in the MDE Virtual Keyboard
Request regarding the MDE virtual keyboard for inserting special characters, which became available with the August 2025 release.
I would like to be able to view all available characters at once, or to change the order of the character code blocks in the drop-down menu.
It would be especially helpful if the characters could be displayed in Unicode order.
Currently, characters are grouped and selectable via a drop-down menu, but this structure requires users to know which set contains the character they want to input.
This makes the process inconvenient, especially when searching for less common characters.139 votes -
Please integrate aspect „last copy within library / IZ / NZ“ within “Withdraw Physical Items” process
Ex Libris recently expanded the “Withdraw Physical Items” process to include more individual configurable aspects.
We would like to suggest to include the aspect “last copy in the IZ (thus: do not delete!)” as well, which would protect the last copy from deletion.
It would also be great to be able to protect the “last copy in the same library" or "last copy in the NZ” during the deletion process, if necessary.
We are familiar with the “Retention Information - committed to retain: yes” feature, but it is too troublesome for us to use, because we would have to actualize…
100 votes -
Add IZ-level option to hide the "Order It" plugin in the navigation bar
In our Institution Zone, we discovered that the "Order It" plugin is not limited to Amazon websites, despite what the Ex Libris documentation currently states under "Supported Platforms". Ex Libris has since clarified that, although the original development focused on identifying Amazon fields, the feature can in principle work with any website that uses the same field identifiers in its HTML.
At the same time, we learned that there is currently no option to hide the plugin from the navigation bar. In our tests, the feature produced extremely rudimentary bibliographic records, which might be more difficult to manage and could…
30 votes -
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/zw7GhHEnH5Won112 votes -
Make restored CZ electronic portfolios local when using the Manage deleted repository tool
When using the Manage deleted repository tool to restore deleted CZ electronic portfolios, the restored portfolio should be restored as local, with the blue house icon.
Currently, the restored portfolio does not become local, but instead appears as linked to the CZ (blue person icon displays), even though the CZ portfolio no longer exists. The result is portfolios in your IZ, that look like they should be CZ linked/managed, aren't. Because the portfolios appear as CZ linked, you are unable to identify the portfolio as local through filtering/reporting and take desired follow up actions. For example, if a CZ portfolio…
51 votes -
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.102 votesDear 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…
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File Naming
Current system behavior replaces user-defined file names with the Rapid request no. and the Cross Ref IDs during the delivery process. To meet ADA Title II standards, we need the system to preserve the original staff-assigned filename when the file is delivered to the patron.
34 votes -
Add Item‑Level Usage Option to Deselection & Retention Project Scopes
When determining eligibility for Deselection/Retention Projects, Alma is currently only evaluating title‑level usage rather than item‑level. This means that loans of Lost or Withdrawn items are being considered and the project is actively excluding items that have not circulated for years (because a now lost/withdrawn copy circulated more recently). Further to this, this information is not readily available without going into Alma Analytics.
Proposal: add an option within the Scope configuration that allows institutions to choose whether usage should be evaluated at:
Title Level (current behaviour)
OR
Item Level (requested enhancement)This enhancement would:
- Improve accuracy of deselection lists
- Prevent…
45 votes -
Request for Enhancement: Add a search bar and facets to itemized sets in Alma
Description:
In Alma, logical sets let you search inside the set and use facets. This makes them much easier to work with, especially when the set is large.Itemized sets are treated as a static list of records, so they do not support internal search or facets in the same way. Even though this is how they are designed, it makes them harder to use in practice. When a set is large, it becomes difficult to find specific records or understand what is in the set without a lot of manual effort.
Suggestion:
Add a search bar and facets to…27 votes -
Add an "OA articles only" option to coverage tab in electronic portfolios.
Several autoholdings collections for journals include titles with OA content even if there is no active subscription, meaning that our only access to the journal is for the OA content. This makes it hard to provide accurate coverage information to our patrons. While we can add a public note as a workaround, it would be nice if there was an "OA only" option (maybe a checkbox) on the Coverage tab for electronic portfolios.
14 votes -
Community Zone Authorities vs Network Zone Authorities
When authority records are managed from a Network Zone (NZ) in a cooperative way—that is, when several institutions create and maintain authority records of different types (names, subjects, etc.)—it is confusing for catalogers when authorities from the Community Zone appear.
For this reason, we would like the possibility to choose from which zone we view authority records, mainly in these two screens:
• In Browse Authority Headings in the NZ, we would like to have different tabs to choose which zone we want to consult, the NZ or the CZ
• In Browse Authority Headings in any IZ of the…28 votes -
Display all assigned PO lines in task list
With the introduction of the new PO line layout, it became possible to manually assign PO lines, regardless of their status. However, the Alma task list (tasks requiring your attention) still only displays assigned PO lines, when they are in review. Assigned PO lines with different statuses tend to be overlooked.
It would be very useful for ACQ staff to be able to see all PO lines assigned to them in the task list. This could also encourage more use of the "Assign To" function.
46 votes -
Save certain subfields from being overwritten via F3 and PTC
When linking names, subjects etc. from authority files in various BIB fields, some cataloguing conventions require giving additional information in certain cases.
One example for such a requirement, stemming from the German speaking countries, is to add the time and place of an auction when linking to the genre/form term “auction catalogs” in BIB field 655 (see attached screenshot). This additional information is, of course, specific for each BIB record and must not be overwritten or deleted, if at a later point in time either PTC processes said BIB record or a colleague invokes the F3 functionality.
Since different subfields…
262 votesHello everyone, for those who raised comments about the correction of 830 $v, could you please provide a detailed, step-by-step explanation of the scenario in which this subfield gets overwritten?
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Prevent resource sharing requests from matching to different formats
Currently, there is no method of preventing digital article requests from matching with physical items, while keeping the resource sharing library active for lending of digital requests for physical items (e.g. to send book chapters digitally).
We would like the locate process to exclude certain formats based on the citation type selected in the request form. For example, a request for a book chapter would match only to physical and electronic books and an article request would match to only electronic and physical articles.
16 votes
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