Alma
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1693 results found
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Add export start/effective date to Bursar integration profile configuration settings
When creating a new Bursar integration profile, we want to be able to limit the transactions being exported to only those generated after a specific date. This is in addition to ‘Time before export (days)’ setting. We've never used an integration profile to export fines/fees to be transferred to our bursar office and have instead used the API. We're now stuck in a situation where we can't switch to using an integration profile because without a start/effective date there's no way to prevent the exported files from creating double billing of transactions that have already been transferred to our bursar…
15 votes -
Make the amount of a user account's TOTAL outstanding fees a feature in the Fines/Fees Notification Profiles
Presently, the amount-for-user-limit in the Fines/Fees Notification Profiles targets only those accounts with fees of the selected trigger fee type(s) that are all - BY THEMSELVES - in a certain range, let's say between 1 and 25 Euros. We want to be able to select fees of a certain fee type and a certain creation period to trigger a notification, but ONLY, if the TOTAL SUM of outstanding fees amounts to a certain sum. Thus, we could decide to send letters to heavily indebted accounts and e-mails to accounts that owe not much.
A second, immensely helpful improvement of the…
59 votes -
Corollary suggestion to "Copy POL data to new POL with different order line type"
I would like to see Rollover of POLs receive a new rollover rules-build.
It would be extremely helpful if POL rollover could be done ledger-by-ledger if desired.
In addition, I (and maybe others? vote for this!) would like an option for firm orders to roll ONLY if they're still 'open', i.e. not 'closed', and not 'invoiced' (is rollover of firm orders ordered, received, AND PAID in one fiscal year into the next EVER useful? I doubt it myself...). Voyager did something like this with firm order rollover. I can't remember whether its rules just made sense, or if I adjusted…
1 vote -
Batch editing and deleting invoices
There is currently no way to batch delete invoices. Old invoices can be an issue when it comes to deleting POLs. For those of us with thousands of invoices to delete, it would be extremely helpful to have a batch delete option.
Additionally, a job to set invoices back to review (in bulk) would be very helpful.
[If this idea has already been posted, please let me know]
107 votes -
Sort Option for Data Start Date or Data End Date in SUSHI Area/Vendor Details
It would be helpful to add a sort option for the 'Data Start Date and Data End Date" when analysing SUSHI reports that have been uploaded to the vendor details area/profile. When doing a custom harvest or uploading data it would make it so easy to see what date ranges have been uploaded and/or harvested. There is already sort functionality for the file name, uploaded date, SUSHI account and others, please see screen shot. I honestly think this is too important not to have been considered.
1 vote -
Remove MARC Relator terms ($e) from Author and Author (Contributor) fields (1XX/7XX) in Analytics
The Author and Author (Contributor) fields in Bibliographic Details in Alma Analytics are mapped from several subfields in MARC fields 100/110/111 and 700/710/711, respectively, including subfield e. But subfield e should not be included in the Author and Author (Contributor) mapping because it is not part of the author name. It is instead a separate element that denotes the relationship between the named author/contributor and the work, the Relator. Thus the $e value may vary or be absent from records although the author/contributor is the same, making it impossible to search upon, identify, and unite author/contributor names in Analytics. Any…
28 votes -
Add warning to "Scan In Items" and "Shipping Items" for certain item policies
We would like to suggest the implementation of a pop-up for "Scan In Items" and "Shipping Items" to alert staff when they are about to process an item with a restrictive item policy (e.g. 63, 67, 68, etc.).
For example, when a request is placed at the title level and there are multiple items with differing item policies, this pop-up would be helpful to avoid processing the wrong item.
69 votes -
Allow groups of partners to be selected in rules tables by rota template or other attributes
We are a large university, with many resource sharing partners. We would like to set up rules concerning certain groups of partners, e.g. we charge more for sending physical items internationally due to the cost of postage, and want to set up Shipping Cost rules to reflect that. Unfortunately, it seems like the only way to do so is to select "partner" as a parameter and select each partner individually.
We would like to be able to select all partners with particular attributes, e.g. all partners in a particular rota template, or all partners using a system type. This would…
4 votes -
Ability to exclude Primo Journal Search from display logic rules
We would like the ability to exclude the Journal Search function from display logic rules.
Why?
In the Primo view the limit of links is set to 25, and it cannot be reduced (which deserves another Idea....). The only way to reduce it is through the user of display logic rules.
However, the rules also apply to the "Journal Search" in Primo, where users actually want to see all the available full text due to differences in coverage.27 votes -
Allow institutions to configure their own Packaged PO approval rules
Could we please be provided with an option to disable or configure the auto approval rules of POs containing non 'Purchase/Purchase no Letter' POLs.
Institutions currently only have control over PO Line level approval rules in Alma and PO rules are limited as per the documentation - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/060Approving_and_Sending_POs
"A PO with PO Lines that are not one of the following Acquisition methods will not go to Waiting for Approval:
• Purchase
• Purchase No letter"Providing us with the option to configure these options ourselves or via support requests to include/exclude specific acquisition methods will give us more flexibility to…
9 votes -
Disable the license terms from cascading down from POL to electronic collections and portfolios
The current situation is that after attaching a license to a PO Line, this license will override the license(s) originally attached to the electronic collections and the portfolios. We have 5000+ Chinese ebooks that come with a wide range of number of concurrent users. While we can update them using the 'Run a Job' function, but once the POL that is connected with the electronic collection is updated, it will override the license terms we have for the individual ebooks. So we would like to see if there is an option to delink the POLs and electronic collections from the…
3 votes -
Sorting the linked data records in the Fund transactions
In the Funds and Ledger Transactions area, it is completely illogical that the related records cannot be sorted, but can be sorted by Type, Date and Amount. A classic use case:
I would like to know whether a particular pole has been assigned Encumberance, Disencubrance and Expenditure. As it is not clear whether the date is the invoice date or the current date of the respective action, this sorting method does not help at all.7 votes -
No requesting when available items in institution
We would very much like there to be an option in Alma fulfillment units (On Shelf Request Policy): "No requesting when available items in institution".
The meaning of which would be that if there is at least one (requestable) item available at any holding, the user will not be able to make a title request. The system will consider all items in the institution, not just one holding at a time.
Currently we use the "No Requesting from available holding" option which means that when all (requestable) items on one holding are checked out, then the user can make a…
6 votes -
Enable 'School' address to be used for Personal Delivery
Currently, only addresses of the 'Home' and 'Office' Address Types can be used for Personal Delivery. Consequently, we can't use Personal Delivery and have to rely on a local workaround instead.
We would like to see 'School' addresses usable for Personal Delivery, with options in the Request Terms of Use to enable us to show only the Address Types that we use and therefore that we want our users to be able to see. E.g. we use 'Home' and 'School' but not 'Office', so we don't want our users to be able to choose that option.
Also, when the request…
10 votes -
Allow internal users to have a phone number as default required field (not email)
We have a mix of internal users, some community users do not have email addresses. We find that it is nearly impossible to set up Alma accounts for them when they do not have an email. We would like to have the option to set those users to have a default phone number as the required contact field and the ability to print on demand any notifications they may be.
1 vote -
Ability to add invoice line by scanning ISBN or Barcode
Manually keying invoices, especially for LOTE books is difficult when you can't easily use the ISBN or shelf-ready barcode to bring up the POL to create the invoice line. The title on the invoice supplied by the vendor rarely matches how the title is imput in Alma in the POL, so that is an unreliable data point. ISBN and Barcode should also be options for searching for Order lines in a basic Order line search.
2 votes -
Ability to pin and fix the facet in authorities search
It would be great if the search facet in the authorities search could be pinned and fixed, so you don't have to click and expand the facets every time you want to filter on a specific vocabulary
3 votes -
Improve E-Resource Activation Task handling for additional copy ebook orders
Currently when an additional copy of an already active ebook is ordered, there is no e-resource task added to the Electronic Resource Activation Task List, since the resource is already active. However, we add interested users to almost all of our ebooks, and if there is no activation task, the interested users are never being notified.
If the ebook order is already on an active item, it would be nice if the interested users would automatically be notified, or just have an e-resource activation task added as normal to fulfill the process of notifying the interested users.2 votes -
Retrieve associated collections by MMS ID
In the Alma API there should be an end point to input an mms id number and return all collection ids associated with that ID number.
This functionality already exists for e-collections (GET /almaws/v1/bibs/{mms_id}/e-collections) but no such functionality exists for regular collections.
2 votes -
Internal Identifier number included on Resource Sharing letters
We want to be able to add a requests Internal Identifier number to the Resource Sharing Shipping Slip letter & the Resource Sharing Receive Slip letters, as a way to clearly and consistently identify a request. Because the external ID can change over the life of a request, we will often refer to the internal ID instead. It's useful to have this on the shipping and receive slips because 1. If the partner or patron needs to communicate with us they can quote the ID number, and 2. this paperwork often remains with the item when it comes back to…
4 votes
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