Alma
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1693 results found
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XML Expansion for "Ful Resource Request Slip Letter" with Data about Reshelving Status and about Expected Date when Item will be Reshelved
For fetching requested media at the stacks we are making use of the "Ful Resource Request Slip Letter" in printed form which we customized according to our needs.
Unfortunately, the data fields that contain
- the information that the requested item might currently not be at the stacks because it has just been returned and is therefore very likely on its way back to the stacks (Status = awaiting_reshelving)
- and the information when the requested item is expected to be reshelved ("reshelving_time")
are not provided in the XML data of the "Full Resource Request Slip Letter".
This information, when be presented…
54 votes -
Update Email Records Letter XML to use tags instead of metadata
Currently, the EmailRecordsLetter.xsl file has to use the <metadata> tag in EmailRecordsLetter XML. This prevents libraries from being able to customize the display of the emailed record.
EmailRecordsLetter XML should have tags similar to other letters, like <title> and <mms_id>. This would enable libraries to customize and create a professional, modern email.
1 vote -
Ability to make bulk bookings in Excel and import (similar to updating calendars in Excel)
We use the booking feature for student study rooms, but occasionally some (though not all) of these rooms need to be booked off for special events, i.e., convocation, reserving time for reference interviews, etc.
Our library could benefit from the ability to create these bulk bookings in Excel (copying/duplicating rows) as we would when updating our hours of operation.
Excel columns might include the barcode for the room, the barcode for the special patron account we use to block off rooms as needed, dates, start/end times, and a yes/no for whether the booking may override normal booking rules/restrictions.
1 vote -
Make it possible to choose to which Work Order Department an item goes after receipt (not just Acquisitions)
We have noticed that our real-life workflow doesn't align well with Alma's behavior regarding receiving items. In practice, when we receive an item, it promptly moves to a different department – transitioning from acquisitions to the catalog department. In Alma, however, achieving this requires manual department adjustments each time an item is received. While we are familiar with options such as "keep in department," "shelf ready," and work orders, none of these options yield the desired outcome or contribute to streamlining the process. Our objective is to minimize unnecessary clicks, and it would greatly enhance the user experience if items…
36 votes -
Send activity report should include NZ items
Send Activity Report should include NZ items
As a library that is part of a large consortium, many of our patrons have both local and NZ items checked out. When in a patron's account, there is the option to send them an "activity report," however, those emails only contain a list of locally checked out material. Sometimes we like to send these as reminders to patrons, but patrons are often confused that they only contain the IZ items. It would be very useful for us if these reports could include all checked out materials from our NZ partners as well…
19 votes -
Add "Rule details", "Terms of use", and "Fulfillment Policy" as shared descriptive dimensions with Fulfillment subject area
We would find it very useful to be able to report on fulfillment activity as tied to configuration. For example, we'd like to be able to report on items that allow unlimited renewals versus items that allow renews but limit the time frame.
From what I can tell, only the loan length is included in the Fulfillment subject area, but the terms of use information is in the Configurations (Limited) subject area. But, we cannot do a multiple subject report without them being shared dimensions in Fulfillment. It would be very helpful if they could be added.
1 vote -
Include MARC leader in General Electronic Services Bib Fields Enrichment
The addition of bib fields enrichment for general electronic services has been helpful in creating service availability rules for GESes, but there is no way to configure enrichment based upon content in the MARC record leader. This is where primary resource aspects are noted, such as record type, bibliographic level, and whether a resource is under archival control. Being able to use this criteria when displaying or hiding a service would be much easier than the convoluted and imperfect workarounds we've resorted to.
3 votes -
Generate barcodes in batch
Alma can be configured to generate a unique identfier in the barcode field of the item record one record at a time. Once the configuration is set, the unique identifier can be created by clicking the Generate button or simply by clicking Save.
It would be very helpful for Alma be able to generate sequential unique identifiers for each item in a set by running a job. That way, we could create a situation where each item in Alma has a unique identifier, either a real barcode number for a real barcode attached to an item or a different unique…
5 votes -
Add option in Analytics to report on user notes that are set to pop up note
Alma does not currently offer the ability to use Analytics to identify user notes that are set to pop up. We would like to be able to more easily identify these notes that are set to pop up to prioritize them during a user note clean up project.
8 votes -
Expand webhook monitoring to all record types in Alma
Libraries utilize the webhook tool in Alma to be notified when some events occur, and includes information on the results or status of that event. Unfortunately, the tool does not include all record types in Alma. For example, portfolio and representation records, though mentioned in Ex Libris webhook documentation ( https://developers.exlibrisgroup.com/wp-content/uploads/alma/xsd/webhook.xsd ), are not actually monitored by the tool. In August 2024, this was communicated to Ex Libris for these two specific record types, and a “planned for future release” clause was added to their page, but with no timeline. Ex Libris recommended submitting an enhancement. Please expand webhook monitoring…
3 votes -
Vendor Communication will not send without PO Line Attached
As an Alma Administrator at Kettering University, we would like the ability for the 'Acquistions>Vendors>Communications tab' area to send emails to vendors without a PO line attached. Currently, correspondence will not be sent if you try to email a vendor without an associated PO Line. This will help us keep vendor correspondences more streamlined and structured, eliminating the need to download personal emails to PDF format and upload them.
Not all communications we have with a vendor will be order-based. Does anyone know of any fixes or backend settings allowing those to be sent? We were informed at the Support…
1 vote -
Add Close Note to the Change PO Lines Status job
We would like to add a Close Note when running the Change PO Lines Status to Close orders. Currently we can add a Cancellation Note but if we CLOSE a batch of orders (essentially cancelling continuation orders that have had receipts), there is no way to add a general note that populates all order lines. We have to manually add a note to each order.
4 votes -
Improve Shelf Report functionality and responsiveness
Alma’s “Shelf Report” tool is a cumbersome, involved “inventory” process that requires users to populate a spreadsheet with barcode values, feed it to Alma, and then track down and manually identify any items that come back as an error (without Alma providing a timely or clear explanation for where a problem item might have been found if it was detected, or not detected). We’re aware of Dean Lingley’s API for “shelf inventory” and the WRLC “AlmaInventory” tool that attempt to cover some of these gaps, but neither of these replicate the same mass-scan-immediate-feedback-fix-it-and-move-on utility (without involving spreadsheets, macros, etc.) that…
80 votes -
Add pickup library code to On Hold Shelf Letter (FulPlaceOnHoldShelfLetter)
In our consortial environment we are maintaining a public list of libraries. The patrons can see the library contact information there for each library in our network - https://libraries.swisscovery.help.
We would like to add a URL link to this list to specific pickup library where the user has to pickup the title mentioned in the On Hold Shelf Letter (code FulPlaceOnHoldShelfLetter).
Unfortunately, the pickup library code is not available in the letter XML. There are pickup library name (request/deliveryaddress) or combination of library name and circulation desk name (request/calculateddestination_name). But these are not suitable for URL linking.
88 votes -
Manually associated PO Lines appearing in the Associated PO Lines tab
Allow manually associated PO Lines under the Additional section of a POL, this association should also populate an entry on the Associated PO Lines tab. This will allow for a one-to-many relationship to be established to help in the administration of material that comes with subscriptions and print and online subscription management.
3 votes -
Vendor type - APC
We currently have 4 Vendor types in Alma (Material supplier, access provider, Licensor and Governmental) it would be useful to have a new type of APC vendor - we often pay different companies, who we don't use for other purchases, and the existing types don't match. It would also be useful where we have transformative deals so we can highlight that the vendor is also identified as an APC provider (whether we pay or not for them)
1 vote -
title and other variables in email subject field
We would like to include variables in the email subject line for emails to make more sense to patrons. When patrons see generic email headings, they tend to see the email as 'noise' along with other institutional email clutter. However, when patrons see a title that is personally relevant to them when they scan their inbox, they are much more likely to open and read the message.
We are asking Ex Libris to consider using the same syntax of @@variable_name@@ as a method to include variables in the subject field of the email. Please consider:
title
requestID
requesttype9 votes -
Notes for display logic rules
We would like a notes tab in the Discovery Interface Display Logic rules screen. We have over thirty rules, and some are inactive. We would like a way to record some notes as a record of our decision-making for this quite complicated area.
7 votes -
Add Fine/Fee ID and Transaction ID columns to User Details Fines/Fees tab
In the Fines/Fees tab of the User Details screen add Fine/Fee ID and Transaction ID to the list of columns that staff can choose to display. Currently the Fine/Fee ID and Transaction ID is only accessible via an Analytics report and thus aren’t available until the next day after any updates to the user’s fine/fees occur. Our staff need these IDs when troubleshooting fine/fee problems which means that users are negatively impacted by the Analytics lag time.
16 votes -
Addition of the invoice fields 'Invoice-number' e 'Invoice-date' to the Physical Items subject area
It would be useful if Alma Analytics could allow the creation of a report of newly purchased physical items including not only bibliographic data but also administrative and invoice data, such as for example the number and date of the invoice. Currently, the 'Physical Items' subject area only contains the 'Invoice Status' field and it is not possible to integrate it with the 'Invoice-number' and 'Invoice-date' fields present in the 'Funds and Expenditure' subject area.
18 votes
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