Alma
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1754 results found
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SUSHI Havesting for Cabell's International
Cabell's International just updated SUSHI Harvesting for COUNTER 5.0 and 5.1. Please add as an authorized vendor for sushi harvesting in alma
1 vote -
Add a link from the PO line to the "Receive" workbench
It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a…
23 votes -
Contribute to CZ records : GND Authority File for 1XX/7XX Fields
A library wants to enhance CZ Bibliographic Records, one is asked by ExLibris to comply to their cataloguing standards (Alma Community Catalog: Cataloging Standards, Policies, Rights, and Responsibilities (exlibrisgroup.com)). On page 7 of those standards it is stated:
"Since we have a one record policy in the CZ, the issue of languages has been the most challenging part of the solution. The current decision is that the language of the item dictates the language for cataloging. (…) Similarly, the forms of name used as authorized access points in the record should be consistent with the language of cataloging--– LCNAF if…
21 votes -
Optimizing Library Operations Through Alma API Integration
Hello everyone,
I am seeking expert guidance on effectively harnessing Alma’s API capabilities to elevate our library’s operational efficiency. As we strive to streamline processes and strengthen system integration, including mulesoft API integration. I am eager to learn from the collective wisdom of this community.
I am particularly interested in insights on:
Best Practices: Proven methods for seamlessly integrating Alma APIs with external systems to ensure optimal data flow and mitigate potential challenges.
Overcoming Obstacles: Common hurdles encountered during Alma API integration and successful strategies for resolution.
Performance Enhancement: Techniques and tools for optimizing Alma API performance, especially when…3 votes -
Resource Sharing visible in Primo even if the user aren't logged in
When we started using the Resource Sharing form in Primo we noticed that it's only visible for users that are logged in. It would be preferable to at least have the option to make the button for Resource Sharing to be visible even for user that haven't logged in yet. A solution would be that a prompt for logging in would appear either when you click on the button or when you press send. We are afraid that many users will miss the option to order resource sharing because they haven't logged in yet.
6 votes -
Add Reporting Code 4 and 5 to XML Invoice Export
Currently only Reporting codes 1, 2, and 3 are included in the invoice XML that is exported from Alma. This has been confirmed with Ex Libris.
It would be useful to include the other 2 reporting codes as well.
2 votes -
Alma Purchase Request Facets - filter by fiscal year
It would be helpful to have facets in the Alma Purchasing requests to be able to filter out orders by fiscal year. The fund codes connected to the orders have fiscal years attached to them. It would be helpful to only be able to see the orders that are within the current fiscal year and not every order ever entered.
3 votes -
Add ability to customize the data exported by Bursar integration profile using System = Other
When creating an integration profile of type Bursar which uses a ‘System’ setting of ‘Other’ there should be more granular control over what data is included in the export.
If a ‘System’ setting of ‘Other’ is selected, then a 'Data' tab should be made available which will allow you to select via checkbox what fines/fees and user data is included in the exported file. The data available should at minimum include, but not necessarily be limited to, what is accessible via API.
15 votes -
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 -
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 -
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 -
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.29 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 -
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 -
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 -
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.
66 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.5 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
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