Alma
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61 results found
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Closed Library Management TOU apply to Resource Sharing Request
Currently, the RS Lending Request item due date does not take into consideration of the library closed days as there is no "Closed Library Due Date Management" option in the Lending Resource Sharing Rule TOU. As a result, the due date may fall on a library closed date where clients are unable to return the item. I have received confirmation from ExLibris (SF354784) that this will need to be an enhancement request rather than a bug fix.
469 votes -
Set up Online Service Order configuration in the NZ and be able to share with the IZ.
We would like to be able to set up Online Service Order in the NZ and share that configuration with the IZ. The goal is push the shared OA e-collections to the bottom of the list so they do not display first in the list.
136 votes -
Add "Request" as a block option in Block Preferences
Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.
For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
i.e.
Patron overdue limits has exceeded
Patron overdue recall limit exceededHowever, the only options on what patron services blocked are Loan and Renewal.
Requests should also be added to the options so that overdues can immediately block a…365 votes -
Display Logic: shared NZ choices in IZ
Currently, the Display Logic settings are limited to IZ resources only; they do not allow choices for resources that are shared from the NZ among several institutions.
For example, my library offers unmediated CCC document delivery for certain Wiley titles we don't subscribe to. So when I set the display logic rule, it should be "Hide service Full Text with Electronic collection = CCC Get It Now Wiley if exists service Full Text with Electronic collection = Wiley Online Library." However, because the Wiley Online Library ecollection is shared in the NZ for my consortium, it will not appear as…
196 votes -
Possibility to configure that a patron can login into his/her account in ***** AFTER expiration date, to view open fees / fines and or loans
Currently a patron whose expiration date has passed is not able to log into his/her ***** account. The patron can neither see open fines/fees nor loans.
We suggest:
* institution-wide option to allow or permit users read-only-access to there ***** accound after patron’s expiry date (in Alma)
* user manager role not necessary to do any changes in role expiration dates.
* no additional functionality outside Alma needed that uses the API to achieve the goal.180 votesHi,
The login for an account that is managed in an external IdP (such as a Shibboleth IdP), is done by the IdP and not by Alma. Alma does not control the success of this type of login.
Alma does control the login status if the user record is internal, i.e. its password is managed in Alma. In that case, we will indeed allow the login to succeed even if the user is expired.
The user record status will be verified when calculating:
- GetIt services (hold/digitization/resource sharing)
- My Account renew loan option
In either case, the account will be considered active only if:
- The user record status is active
- The user record expiry date is not in the past
- The user’s patron role is active
- The user’s patron role’s expiry date is not in the past
The login, however, will not be affected by these conditions.
Thank you,
Moshe -
Automatically populate date and end time in booking request form
When placing a booking in Alma or Primo you need to choose a starting date then a starting hour followed by a starting minute. You then need to choose an end date then an ending hour and an ending minute. This is a lot of clicks to place one booking.
It would be nice if the end date, hour and time could be automatically populated based on the Terms of use of the item (so if the loan period is 2 hours and the start time is 2:30 then the end time could be automatically populated to say 4:30). If…
42 votes -
Ctrl-z/Undo in the Metadata Editor
Currently, there is no Ctrl-z/Undo function in the Metadata Editor.
Please add this function.
Use case:
A record is in draft mode and the cataloger deletes a field accidentaly, there is no way of bringing it back.
Or a cataloger works on an exisiting record, makes a lot of changes and only wants to undo the last actions, but not go back to the previous version.346 votes -
Fulfillment: Physical item recall: option to recall more than one copy
Currently in Alma when a request is placed on a title where there are 10 copies all out on loan, and none available, a single real-time recall notification is sent to the patron who has the oldest loan, changing their loan status to 'recalled'. The 9 other patrons who have a copy are not made aware of the potential demand for the item at that time.
For the case where there are many copies of a title, the patron requesting the title could be better served if we were to recall more than one item. For example, we might say:…
169 votes -
Add expiry date for "proxy for" users
In an academic institution, many "proxy for" users will be arranged on a semester or yearly basis, it would be good to have an expiry date so that this permission stops and does not extend into perpetuity.
236 votesThe proxy relation between two users will have an expiration date. After the expiration date, the proxy relation will be considered inactive, and be ignored by the system.
The date of expiry will be updateable in the Proxies tab of the user form.
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Searchable invoice notes
Add the capability for analytics and/or sets to generate a report based upon the note field. I have not been able to easily extract invoice notes from Alma. This would allow acquisitions departments to extract useful invoice data that may be unique to their institution. Also, if a library has Alma directly connected to an external payment system error reports will generate within the invoice note field. Having a way to easily extract these note through a report feature would be beneficial.
118 votesHi,
Notes are indeed a very useful tool to tag data for searching. We will make the POL and Invoice notes a searchable element in the relevant Alma interfaces.
Thanks,
Moshe -
Include "Quantity for Pricing" in EDI for ebook POLs
It is currently not possible to send the correct quantity to the vendor via EDI. When EDI is sent for POLs of type "Electronic book - one time", the quantity field in the EDI is always 1, even if the Alma POL has a different Quantity for Pricing value. We often need to order multiple "copies" (i.e. sets of access credits or user licences) for an ebook, but only want 1 portfolio on Alma.
Please consider using the "quantity for pricing" in EDI for electronic - one time POLs.225 votesDear Community,
This is to update you that we are developing the option to send the exact "Quantity for pricing" to the vendor via EDI, for electronic PO lines.
Additionally, we will add the "Access mode" field as an optional field to select for the "EDI Vendor Note Fields".
Please follow up on Alma Release Notes to see when this development is released.
Kind regards,
Zohar Shemesh
Alma Product Team
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Fulfillment: Automatic Renewal Notices / Email Letters to patrons when loans automatically renewed
Our users have requested to be notified with the new due date when an on loan item is automatically renewed by Alma. This is currently not possible and users are not aware when the item is due back until they receive a courtesy reminder 2-3 days before the due date. We would like Alma to provide the option to configure and send Auto Renewal Notices / Email Letters to users when their loans have automatically been renewed by Alma. We have Auto Renewal Activated and our users do not receive any notification that this has taken place. We would like…
216 votesHi,
It will be possible to configure the system (with a utomatic renew rule output parameter to say whether to send an email to the patron when renewal takes place.
If emails are sent, they will be sent in an aggregated manner (single notice for all renewed loans)
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When entering dates of coverage in portfolios, make it all click through tabs
Before the Nov. 2016 release, when you entered dates/vol/issue numbers in the portfolio coverage, each space could be clicked into, then tabbed to the next one. Now each time you enter a year, the system saves and you must click into the next box. This slows down the work and adds more clicking. Can we go back to just tabbing until the final save?
14 votesAfter reviewing this idea, Alma Product Management has decided to update our development plans to include this suggested change. Thank you for your contribution
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Add a "back to repository search" button to reduce the number of clicks
Frequently when editing bib, item and holding records, we are forced to press the back button multiple times just to get back to the results list of the initial search. We have to retrace every step just to get back to the original search screen.
It would be helpful to have a back button that does not merely retrace steps, but takes you back to the initial results list and repository search screen, thereby eliminating several clicks that add up to hundreds of clicks in a day.
144 votesWe will add the ability to use search criteria as pre defined search scope.
Design will be shared with the Alma UX Focus Group as part of Alma Working Group -
Additional "title" column under Funds and Ledger - Transactions tab
Hi,
Under Funds and Ledger - Transactions tab, we get to see fields e.g. Type, PO Line, Invoice Line, Amount, Reporting Code, etc.
Can we request for an additional "title" column. It will be very useful (esp for expensive purchases, eg e-collection) to know the title without the need to click on each POL/invoice.
Thank you.
126 votesDear Community,
This is to update you that we plan to develop this requirement in a future Alma release.
We plan to add two fields to the Transactions table display:
PO Line description
Creator
They will be hidden by default, enabling them will be done via the table's customization.
Please follow up on Alma Release Notes for updates on this development.
Best wishes,
Zohar Shemesh
Alma Product Team
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BATCH JOB TO CREATE ITEMS
We need a batch job to add items to existing holdings records. During migration we did not realize the importance of having items for display in Primo. One of our locations shows (0 copies, 0 available) when we do have non-circulating copies.
131 votesDear all,
I would like to update you on our plans to support creation of multiple items.
We are looking into adding 2 workflows, to support different needs in libraries:
1. Creating multiple items for a specific holdings record, using item templates.
The "Add item from template" functionality coming in May release will allow automatically filling in the fields of a new item from a template. We are looking into a future enhancement using this feature, to also allow librarians to specify a number of items to add - so that multiple items will be created pre-populated from the template.
This will be an easy, quick way to add multiple copies of a book, etc.
2. Creating multiple items from Excel using a CloudApp
This will work similarly to the existing "Item updater by Excel" CloudApp, allowing the librarian to upload an Excel with item information, but instead of specifying…
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Report on Holdings 866 subfields x and z in Analytics
We use the 866 $x to store campus affiliation notes, which are used to direct materials to the Archives at point of removal. Currently you must go through a multi-step process, including exporting bib records with holdings info and using MarcEdit to extract the 866 $x notes. Then you must merge the data in Excel or Access in order to associate the note with the weeding report generated from Analytics.
52 votes -
Pick the fields that can be exported to Excel in a set
Currently, we are limited by a pre-determined list of fields that we can export from a set. E.g. If i have a set of "Electronic Collections" or "Electronic Portfolio" records, why can't i export the URL field? Many other useful fields are also not available. Is this a challenge technically?
53 votesAfter reviewing this idea, Alma Product Management has decided to update our development plans to include this suggested change. Thank you for your contribution
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Payment option on user Fines/Fees tab
We would like to include a "Pay" option in the drop down list at the bottom of user Fines/Fees tab (see attachment). There are many times that patrons want to know their fine details. The staff have to show the patron Fines/Fees tab. If the patron wants to pay after that, the staff has to exit the Fines/Fees tab to pay the fine, which we think is wasting the time. Why don't have a "Pay" option in the dropdown on the Fines/Fees page?
37 votesIt will be possible to pay from the user Fines and Fees tab,. This will be possible if there is a ‘Currently At’ desk that allows payment.
It will be possible to either pay a line or a balance.
This will enable payment and waiving to be done easily from the same UI.
Thank you for this great idea !
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e-activation task list - set 'done' in Bulk
Need to be able to choose multiple e-activation tasks and set them to 'Done'
113 votesThank you for the idea, we have added it to our road-map plans.
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