1692 results found

1. Linked Data Enrichment Moves $e Relator Subfields to Incorrect Positions When Saving Authorities with F3

   When saving a name authority record in Alma using the F3 function, the Linked Data Enrichment process is causing the $e relator subfield to move to an incorrect position within the field. Instead of maintaining the expected order (e.g., $a, $e, $1), the $e subfield is often placed at the end or in another unexpected location after $0/$1 subfields are added. This disrupts the intended structure of the authority field and creates extra manual work for cataloguers.

   Attempts to correct the placement by copying and pasting the $e subfield do not work as expected—Alma consistently pastes it at the end of the field, regardless of cursor position. This issue only occurs after Linked Data Enrichment and does not affect other fields or occur before enrichment.

   Ex Libris support has indicated that this is currently by design, as part of the Preferred Term Correction (PTC) process.

   Impact:
   • Authority records are not formatted as cataloguers expect, leading to confusion and extra manual editing.
   • The copy-paste function does not work reliably for $e subfields after enrichment.
   • The current behaviour reduces efficiency and increases the risk of errors in authority data.

   Request:
   Please review and enhance the Linked Data Enrichment and F3 saving process so that $e relator subfields retain their correct position (immediately after $a) when new $0/$1 subfields are added. Additionally, ensure that copy-pasting subfields works as expected in all scenarios. This change would improve cataloguing accuracy and workflow efficiency.

   When saving a name authority record in Alma using the F3 function, the Linked Data Enrichment process is causing the $e relator subfield to move to an incorrect position within the field. Instead of maintaining the expected order (e.g., $a, $e, $1), the $e subfield is often placed at the end or in another unexpected location after $0/$1 subfields are added. This disrupts the intended structure of the authority field and creates extra manual work for cataloguers.

   Attempts to correct the placement by copying and pasting the $e subfield do not work as expected—Alma consistently pastes it at the end… more

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2. Increase the number of available facets for all POL searching

   All aspects of the POL should be available as facets, assuming they appear sufficiently frequently in a set of results. Most notably, all 5 reporting code fields should be available as facets.
   Additionally, other sources of POL lists, such as the Alma Vendor Record should offer all of the same faceting functionality, including the ability to customize which facets are visible.

   42 votes

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   0 comments  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
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3. Predicted Items - Add columns in Metadata overview

   When opening predicted items in the Metadata Editor, the "Predicted Items" pop-up window appears. It would be very useful if the following columns could be added to the overview presented in this window.

   Currently, the following columns are shown:
   - Description
   - Status
   - Expected arrival date

   Please add:
   - First level of enumeration (= Enumeration A in the physical item editor)
   - Second level of enumeration (= Enumeration B)
   - First level of chonology (= Chronology I)
   - Second level of chronology (= Chronology J)

   This addition would make it easier to verify whether all relevant fields are correctly filled by the pattern used in MARC 853.

   Thank you

   When opening predicted items in the Metadata Editor, the "Predicted Items" pop-up window appears. It would be very useful if the following columns could be added to the overview presented in this window.

   Currently, the following columns are shown:
   - Description
   - Status
   - Expected arrival date

   Please add:
   - First level of enumeration (= Enumeration A in the physical item editor)
   - Second level of enumeration (= Enumeration B)
   - First level of chonology (= Chronology I)
   - Second level of chronology (= Chronology J)

   This addition would make it easier to verify whether all relevant fields are correctly… more

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   1 comment  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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   AdminLiza Voloshin (Product Owner, Alma Resource Management, Ex Libris) responded

   Hi all,

   Please note that this idea was mistakenly closed. It has now been reopened, and we apologize for any inconvenience caused.

4. Browse Shelf Listing Call Numbers - 852 $$j

   Under the current design, browsing shelf listing by 852 $$j is not a supported feature in Alma.

   Example:
   852 18 $$b SBG $$c 91 $$8 222 B $$h 22/Z 1244 $$= l $$9 00 $$j 22/Hbl E 600 $$9 09 $$x DE-22

   For the holdings' field 852 subfields $$h 22/Z 1244 and $$j 22/Hbl E 600, the holdings call number “22/Z 1244 22/Hbl E 600” will appear only when the browse term is “22/Z 1244 22/Hbl E 600” or “22/Z 1244,” but not when the browse term is “22/Hbl E 600”.

   We need a 'Browse Shelf Listing' that lists ALL existing call numbers completely and in the correct sequence, regardless of whether they are call numbers from the holding level or from the item level and regardless of whether they can be found in the holdings' field 852 $$h or in 852 $$j.

   This function is essential to prevent call numbers from being assigned or recorded twice. The selection 'All' within the 'Browse Shelf Listing' should fulfill exactly this requirement. However, the 'All' selection actually does not list all existing call numbers. This browsing logic does not meet all our needs.

   Under the current design, browsing shelf listing by 852 $$j is not a supported feature in Alma.

   Example:
   852 18 $$b SBG $$c 91 $$8 222 B $$h 22/Z 1244 $$= l $$9 00 $$j 22/Hbl E 600 $$9 09 $$x DE-22

   For the holdings' field 852 subfields $$h 22/Z 1244 and $$j 22/Hbl E 600, the holdings call number “22/Z 1244 22/Hbl E 600” will appear only when the browse term is “22/Z 1244 22/Hbl E 600” or “22/Z 1244,” but not when the browse term is “22/Hbl E 600”.

   We need a 'Browse Shelf Listing' that lists ALL… more

   70 votes

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   1 comment  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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5. Community-Managed electronic collections: Add several portfolios to one title

   In Community-Managed electronic collections, it is not possible to contribute a second portfolio to the same title that is pointing to a different URL. Use case: Both URLs are valid, both contain copies (in part) of the journal. It would be nice, if the contribution only gets blocked, if the URL of the newly contributed portfolio is identical to the existing one.

   34 votes

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6. Allow for an authority file to be addressed by different codes in $2 of various BIB fields

   In Alma the authority file, a subject or term stems from, is defined by the content of $2 in various 6XX fields. This code controls the F3 functionality, as well as the linking process and the various jobs like PTC. Each and every authority file is addressed by one specific code.

   In the German speaking countries we use an integrated authority file (GND), which amongst names and subjects, also includes genre/form terms. For historical reasons the genre/form terms in BIB field 655 are marked with the official LoC /MARC Genre/Form Code and Term Source Codes “gnd-content” and “gnd-carrier” in $2, while the terms are, as the code suggests, actually a subset of our integrated authority file “gnd”. The same goes for notated music terms in BIB field 348. These too are a subset of our integrated authority file and are marked by the official LoC /MARC code “gnd-music” in $2.

   Alma currently does not allow to link the above mentioned terms to said authority file, because the content of $2 does not exactly match the code for the authority file, which is “gnd”. This problem could be solved by allowing for different codes in $2 to address one and the same authority file.

   In Alma the authority file, a subject or term stems from, is defined by the content of $2 in various 6XX fields. This code controls the F3 functionality, as well as the linking process and the various jobs like PTC. Each and every authority file is addressed by one specific code.

   In the German speaking countries we use an integrated authority file (GND), which amongst names and subjects, also includes genre/form terms. For historical reasons the genre/form terms in BIB field 655 are marked with the official LoC /MARC Genre/Form Code and Term Source Codes “gnd-content” and “gnd-carrier” in $2,… more

   145 votes

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7. Prevent items to be loaned immediately when they are returned at a SIP2 Self check machine and have a Rapido personal delivery request

   When a loaned item is returned at a SIP2 Self check machine and has a Rapido personal delivery request, the item is automatically loaned to the patron (and sorted to a request bin). Requested items then are scanned in at a circulation desk for further processing. In case of a personal delivery request, the item is immediately returned and marked for reshelving. Librarians do not see that there was a request (and a short loan).

   Previously we handled personal delivery requests via a GetIt request. The effect was the same, but we were able to prevent this behaviour by de-selecting «Supports personal delivery» in the associated circulation desk. Thie way the item wasn’t returned immediately, but transferred to a circulation desk where personal delivery requests are supported. A scan in loan the item to the patron.

   What we need is a similar configuration that prevents returns in case of a Rapido personal delivery request.

   PS: Setting 'Prevent Requested Items Check In' to 'Yes' in the Self Check integration profile (and give users a message like 'Item is requested and must be checked in at the circulation desk' is not an option. This would change the behaviour of most of the other requested items (e.g. pickup locally) which are behaving fine. And it would be no solution for libraries without served circulation desks or – as in our case – with 7/24 Self check machines outside the library.

   When a loaned item is returned at a SIP2 Self check machine and has a Rapido personal delivery request, the item is automatically loaned to the patron (and sorted to a request bin). Requested items then are scanned in at a circulation desk for further processing. In case of a personal delivery request, the item is immediately returned and marked for reshelving. Librarians do not see that there was a request (and a short loan).

   Previously we handled personal delivery requests via a GetIt request. The effect was the same, but we were able to prevent this behaviour by de-selecting… more

   46 votes

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   1 comment  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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8. Add General Electronic Services information to Analytics

   In General Electronic Services, we have four different services for article requests, four different services for book requests, and five different services for book chapter requests, all developed over the years to address provider idiosyncrasies. Each group of services provides the same link to the user, e.g. the article request links all display "Get this PDF".

   Our Interlibrary Services unit has the product delivery statistics, but I would really find it helpful to know how many clicks each of our General Electronic Services gets. It would help with service and link maintenance and I expect with troubleshooting, since it would allow for the simultaneous viewing of a lot of information.

   Please add the General Electronic Services to Analytics, with all fields:
   Active
   Service Code
   Service Name
   Service Description
   Public Name
   Public Note
   DD/ILL Service
   Display Location
   URL Template
   Enable without login
   Disable Service
   All Service Availability Rules

   Thank you for considering!

   In General Electronic Services, we have four different services for article requests, four different services for book requests, and five different services for book chapter requests, all developed over the years to address provider idiosyncrasies. Each group of services provides the same link to the user, e.g. the article request links all display "Get this PDF".

   Our Interlibrary Services unit has the product delivery statistics, but I would really find it helpful to know how many clicks each of our General Electronic Services gets. It would help with service and link maintenance and I expect with troubleshooting, since it would… more

   57 votes

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   2 comments  ·  Analytics  ·  Delete…  ·  Admin →
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9. Alma Split View Hides Main Menu, Affecting Cloud App Access

   After rolling out the new UI for the “All Titles Search” with split-view functionality, the main menu is no longer persistent. The menu (which contains location, notifications, cloud apps, etc.) disappears when entering split view.

   This is particularly problematic for institutions that frequently use cloud apps in their workflows—for example, when editing physical items. While cloud apps can be pinned before entering split view, this workaround is not satisfactory. Pinning apps adds unnecessary clicks and is easy to forget, resulting in frequent toggling in and out of split view.

   As a consequence, many staff members have stopped using cloud apps and instead revert to more manual and time-consuming options (often using Run a Job). In these cases, the new UI is not perceived as an improvement.

   To improve usability and maintain workflow efficiency, the main menu should remain visible in split view, similar to the Quick Links menu.

   After rolling out the new UI for the “All Titles Search” with split-view functionality, the main menu is no longer persistent. The menu (which contains location, notifications, cloud apps, etc.) disappears when entering split view.

   This is particularly problematic for institutions that frequently use cloud apps in their workflows—for example, when editing physical items. While cloud apps can be pinned before entering split view, this workaround is not satisfactory. Pinning apps adds unnecessary clicks and is easy to forget, resulting in frequent toggling in and out of split view.

   As a consequence, many staff members have stopped using cloud apps… more

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   35 votes

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   3 comments  ·  Resource Management - General  ·  Delete…  ·  Admin →
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10. Keep patron physical requests active even if “deliver to” relationships are temporarily interrupted

    Our consortia has several libraries connected through “deliver to” relationships, allowing patrons to request and pick up physical items from different sites.

    Currently, when these relationships are interrupted — for example, due to maintenance, or temporary closures — all related patron requests are automatically cancelled, and patrons receive cancellation notifications. That makes them angry.

    We would like Alma to preserve these requests in an active or pending state during such interruptions, so they can be fulfilled automatically once the relationship is restored, without requiring patrons to place new requests.

    This would improve the user experience and reduce administrative workload for library staff.

    Our consortia has several libraries connected through “deliver to” relationships, allowing patrons to request and pick up physical items from different sites.

    Currently, when these relationships are interrupted — for example, due to maintenance, or temporary closures — all related patron requests are automatically cancelled, and patrons receive cancellation notifications. That makes them angry.

    We would like Alma to preserve these requests in an active or pending state during such interruptions, so they can be fulfilled automatically once the relationship is restored, without requiring patrons to place new requests.

    This would improve the user experience and reduce administrative workload for… more

    33 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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11. Securing Alma access by two factor authentication (2FA) in combination with time-based one-time passwords (TOTP)

    2FA and TOTP are common and standard methods for securing access to IT systems. These concepts should be implemented in order to secure access to Alma also. A respective implementation should replace the multi-factor authentication currently implemented in Alma since it lacks security for at least the following reasons:
    - Sending a link by email is insecure since email hardly can be viewed as a secure transport medium.
    - Using email for transferring a second factor hardly allows to keep the second factor as being independent from the device on which Alma access takes place.
    - The link which is used as second factor for Alma authentication works independent from the password authenticated session and therefore can be used on any device anywhere in the world to gain access to Alma (within one hour).

    2FA and TOTP are common and standard methods for securing access to IT systems. These concepts should be implemented in order to secure access to Alma also. A respective implementation should replace the multi-factor authentication currently implemented in Alma since it lacks security for at least the following reasons:
    - Sending a link by email is insecure since email hardly can be viewed as a secure transport medium.
    - Using email for transferring a second factor hardly allows to keep the second factor as being independent from the device on which Alma access takes place.
    - The link which is… more

    158 votes

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    5 comments  ·  User Management  ·  Delete…  ·  Admin →
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12. Monitor request page

    Currently on the Monitor requests page for the Activity status filter there are the following options:
    Completed; Active, All. It would be useful to have the option that filters requests with status Rejected

    68 votes

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13. Improve Alma Analytics to allow for more straightforward and accurate COUNTER usage data and Cost Per Use reporting.

    Improve Alma Analytics to allow for more straightforward and accurate COUNTER usage data and Cost Per Use reporting. To address the following:

    1. Simplify CPU Calculation: Improve the system to allow straightforward calculation of Cost Per Use (CPU) by including financial data in the usage subject area, eliminating the need for SQL joins.

    2. Increase Data Update Frequency: Increase the frequency of usage data updates in the e-inventory subject area and fix the date of the job, as the current monthly updates, which have variable dates, cause scheduling issues.

    3. Enhance Data Accuracy: Address inaccuracies and missing data due to limited match points (title and ISSN). Examples include:
       a/. Titles with only print ISSN in the Counter file.
       b/. Title changes by users, leading to mismatches.
       c/. Inability to link usage to CPU due to mismatched ISSN or titles, resulting in incorrect CPU calculations.

    Improve Alma Analytics to allow for more straightforward and accurate COUNTER usage data and Cost Per Use reporting. To address the following:

    1. Simplify CPU Calculation: Improve the system to allow straightforward calculation of Cost Per Use (CPU) by including financial data in the usage subject area, eliminating the need for SQL joins.

    2. Increase Data Update Frequency: Increase the frequency of usage data updates in the e-inventory subject area and fix the date of the job, as the current monthly updates, which have variable dates, cause scheduling issues.

    3. Enhance Data Accuracy: Address inaccuracies and missing data due to limited match points… more

    127 votes

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    5 comments  ·  Analytics  ·  Delete…  ·  Admin →
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14. Add reminders to Analytics

    The function reminders is only partly useful at the moment. Improve it by adding reminders to Analytics. Creating and scheduling reports on reminders by type, status, text and so on would be very helpful for us.

    24 votes

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15. Allow a NR to run with the PTC job

    TL;DR:
    We would like to have the ability to run a normalization rule whenever the PTC modifies a record.

    Background:
    In November 2024 Ex-Libris added a new functionality to the PTC job:
    MARC 21 Preferred Term Correction Can Flip Headings with Cross-Reference in Different Field
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202411

    Problem:
    The PTC job only changes the first indicator correctly when the PTC job changes a field into 630.
    in all other cases, the existing indicators remain.
    We opened a case and spoke directly with Ex-Libris, but were told that the PTC job runs as intended, and that not handling the indicators is not a bug.
    I understand that other institutions have different reasons for having a NR run whenever the PTC changes a record.

    Request:
    We would like to have the option to add a normalization task to the PTC in the configuration menu, that way we will be able to fix problems that arise from this job.

    TL;DR:
    We would like to have the ability to run a normalization rule whenever the PTC modifies a record.

    Background:
    In November 2024 Ex-Libris added a new functionality to the PTC job:
    MARC 21 Preferred Term Correction Can Flip Headings with Cross-Reference in Different Field
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202411

    Problem:
    The PTC job only changes the first indicator correctly when the PTC job changes a field into 630.
    in all other cases, the existing indicators remain.
    We opened a case and spoke directly with Ex-Libris, but were told that the PTC job runs as intended, and that not handling the indicators is not… more

    46 votes

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    3 comments  ·  Metadata Management  ·  Delete…  ·  Admin →
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16. Alma collections: Allow to add multiple titles from network zone

    We very much appreciate that the idea Alma collections: Allow to add from network zone (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/44841430-alma-collections-allow-to-add-from-network-zone), which allows to add NZ records to IZ collections, could be developed. However, we think the usefulness of this feature would be greatly improved if it was possible to add more than one record at a time, for example via sets.

    62 votes

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    2 comments  ·  Collaborative Networks  ·  Delete…  ·  Admin →
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17. Add faceting to the results of the Receiving Workbench

    Sometimes serials do not have identifiers, but have very common words as their title, such as Historian, People, or Taxation. The ability to use facets to narrow results lists, beyond just the library would make this much easier to use.

    21 votes

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    0 comments  ·  Acquisition - Receiving  ·  Delete…  ·  Admin →
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18. Have multiple pickup locations available in Primo when requesting items from the same library

    Our wish is to be able to offer several pickup locations in Primo for the same library when documents are available for loan (not linked to a reading room desk) without having to create a new virtual library. The library must be able to configure the visibility of these pickup locations based on certain user criteria (e.g., user group).

    For example, a library may offer a special room whose access is reserved for teachers and doctoral students. The library would like doctoral students/teachers to be able to choose this room as their pickup location at the time of the request via Primo.

    Our wish is to be able to offer several pickup locations in Primo for the same library when documents are available for loan (not linked to a reading room desk) without having to create a new virtual library. The library must be able to configure the visibility of these pickup locations based on certain user criteria (e.g., user group).

    For example, a library may offer a special room whose access is reserved for teachers and doctoral students. The library would like doctoral students/teachers to be able to choose this room as their pickup location at the time of the request… more

    22 votes

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19. Rapido – Popup warning when local/consortium copy exists

    We have more than 4 millions documents in our consortia, and a Rapido service. Sometimes patrons order a document via Rapido while this document is available locally. This can be choice or an error. To avoid errors, Rapido should display a configurable popup whenever a patron submits a Rapido request for an item that is available in our consortium. The popup would warn the user that a free local loan exists and ask for explicit confirmation before sending a paid ILL request, for example: “One or more copies are available from your library network for free loan. Would you still like to proceed with your interlibrary loan request, a paid service charged according to the fees in the link?” This feature would reduce unnecessary Rapido/ILL costs, promote use of local and consortial holdings, and improve transparency for patrons while preserving their freedom of choice.

    We have more than 4 millions documents in our consortia, and a Rapido service. Sometimes patrons order a document via Rapido while this document is available locally. This can be choice or an error. To avoid errors, Rapido should display a configurable popup whenever a patron submits a Rapido request for an item that is available in our consortium. The popup would warn the user that a free local loan exists and ask for explicit confirmation before sending a paid ILL request, for example: “One or more copies are available from your library network for free loan. Would you still… more

    9 votes

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20. Add "Send Query to Patron" option to Digitization requests menu

    Currently there is not option to ask the patron about a current Digitization request. These requests are often submitted with little or vague information and a way to contact the patron for clarification is needed. The "Send Query to Patron" option for this purpose is included under "the ellipses" for Resource Sharing requests. Why does it not appear for Digitization?

    55 votes

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