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1692 results found

  1. Hide Pickup Location on Blank ILL Article/Book Chapter Request Form

    The Blank ILL article/book chapter request form requires users to select a pickup location. Many libraries do not offer pickup options for articles, they are all delivered electronically. There should be an option to turn off the required pickup location for the Blank ILL article/book chapter request form.

    13 votes
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  2. Allow AFN loans and returns via Offline Circulation

    AFN (Automated Fulfillment Network) items can neither be loaned nor returned via Offline Circulation. The Offline client accepts the AFN barcodes, but when we attempt to load the file into Alma the resulting error message is "Item not found. Barcode: [barcode number]". Since non-AFN resource sharing loans are considered “local” records in Alma, they can circulate via Offline Circulation. Please add this functionality for AFN loans and returns as well.

    1 vote
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  3. Ability to make financial adjustments to previous fiscal years after rollover

    We would like to be able to make financial adjustments to prior fiscal years after rollover occurs. We want to complete rollover in a timely fashion to be able to continue business as usual, however our University's closing occurs later than we complete rollover in Alma and there are times when I need to adjust Alma to match any last minute general ledger changes.

    1 vote
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  4. Configuration option to prevent Digitization request when item is on loan.

    Issue: Digitization requests are typically needed “ASAP” by our users. When an item is on loan, we don’t want to recall it as it will typically take longer than the requester can wait.
    Current configuration options:
    When Configuring Loan Recall Requests and the following is set to “Yes” PHYSICALTODIGITIZATION - Patron digitization request for physical resource, the item will be recalled. When set to “No” the item will not be recalled, instead a hold is placed on the item.

    Need: A configuration option for digitization requests that does not recall or place a hold(prevent renewal) on items that…

    2 votes
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  5. 1 vote
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  6. merge vendor records

    Most libraries have multiple records for the same vendor. This is often the result of migrated records from a previous system, but can also occur because of changes in library workflows or even the acquisition of one company by another.

    Currently, the only option is to choose one vendor record going forward and stop using the other vendor records. However, this creates extra work for libraries, such as changing the vendor on purchase order lines and including multiple vendors when running reports on historical expenditures. The ability to merge vendor records would solve these difficulties.

    98 votes
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  7. Include the workflow step status of a "pick from shelf" request in the API

    If a "pick from shelf" request is created in Alma, it initially has the workflow step status "new". After printing the Resource Request Slip Letter, the workflow step status switches to "in process", showing that the request is now being fulfilled (meaning an employee is now picking the item from the shelf).

    If this difference was included in the API call, it could be used by a discovery system to enable patrons to cancel a request only if the Resource Request Slip Letter has not yet been printed. Thus, patrons could cancel "new" requests, but not those that are "in…

    6 votes
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  8. Overdue notifications to be sent also on days after closed days

    We noticed that if closed days are configured, and a closed day is between the due date of a loan and the planned day on which the first reminder should be sent, the job does not generate a notification on that day but waits until the next one.
    This leads to misunderstanding on the patrons side, because the grace period is not always identical and can vary depending on possible closed days.
    We described the issue in case nr. 05301818 (old SF nr.: 00953477) and were told that this is the expected behaviour. The Product manager decided that when there's…

    131 votes
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  9. Apply different Physical Item Sort Routines to different material types

    It would be useful to to apply a different sort routine to different item formats. So for example, we'd prefer books to sort by description ascending, but journals to sort by description descending.

    21 votes
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  10. Make it easier to create sets of courses

    The only way to create a set of courses is to get the course IDs from analytics.

    This is a problem for Sandbox where we have no access to analytics - especially for those of us with generic data.

    eg...
    1. Include the course ID when downloading a list of courses to Excel with All Fields selected (and make the course ID an option to view in the table.
    2. Enable save and create set when viewing a list of courses
    3. Enable course code to be used when creating a set

    This would be very helpful now that we…

    13 votes
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  11. Add the Additional Information field to Invoice Lines screen

    When viewing Invoice Lines within a Purchase Order it is possible to add the Additional Information field from the Invoice Line as a column to this screen.

    However, when viewing Invoice Lines from within an Invoice it is NOT possible to add the Additional Information field from the Invoice Line as a column to this screen.

    We would like it to be possible to add the Additional Information field Invoice Lines screen within an Invoice so that there is consistency between Invoice Lines tab on a Purchase Order and the Invoices Lines tab on an Invoice

    14 votes
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  12. Scan item barcode in Manage Patron Services

    When using "Fulfillment -> Manage Patron Services" to view a user's account, the "Submit Request" button presumably could be used to put a hold request on an item for that user, but the only search index that this method allows is "All Titles". You can search for a title, and you can use the hamburger menu button to open up other options like MMS ID, ISBN, etc., but even this and the further embedded Advanced search only uses "All Titles". This means that you can't scan an item's barcode and put a request on that item using the "Physical Titles"…

    14 votes
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  13. License field for Purchase Order Line value

    We would like a total values field on the Summary tab of a License that gives us the total cost of all the PO Lines which that license covers. This would tell us quickly the expenditure value of each license in Alma and enable us to prioritise license workflows by expenditure value.

    1 vote
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  14. Option to reset reloan limit at a specified time each day

    We manage laptops as inventory in Alma, and as such they are governed by Terms of Use and Advanced Policies. Our policy is that a user can checkout one laptop at a time, renew it once, but then can't checkout any more in that same calendar day.

    Currently the reloan limit allows blocking by "Other - you may define the time span (in the Unit of Measurement) in which the same item may not be reloaned - minutes, hours, days, weeks, or months. Note that this option includes the Parallel option and blocks both parallel loans and same item loans…

    3 votes
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  15. Generate item-level request for reading room materials

    Currently, if there is one copy of an item in general stacks and another in a reading room location, assuming both are available, Alma will prioritize the stacks copy for requests and the request form will be based on the stacks request TOU. Some institutions use reading rooms for Special Collections materials, so the items may not be interchangeable and if a patron requests the reading room copy, we want the request to be specific to that item and the form to follow the reading room request TOU (limiting the pickup location).

    Giving the items unique descriptions forces item-level requests,…

    3 votes
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  16. Material types not sorted and not searchable at the title level

    The item-level search for specific material types is not sorted alphabetically. This is the case in the English user interface.
    A title-level search for this parameter would also be desirable.

    2 votes
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  17. Increase password strength requirements

    Our institution's security protocols require certain password strength requirements that do not align with ExL's general password guidelines of 8 characters or greater. With the rise of identity theft and database exploits, ExL standards are not up to date with current guidelines. Our institutions minimum password requirements are:

    i. Be at least 15 characters long
    ii. Be no more than 127 characters long.
    – Some applications limit the number of characters that can be used.
    iii. Not be used for the user’s other accounts.
    iv. Not consist of a common phrase.
    v. Not be based on something that’s guessable by…

    9 votes
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    0 comments  ·  Other  ·  Admin →
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  18. User action history report

    Our institution's security protocols require systems that handle confidential patron/student data have the ability to log backend staff user actions. After inquiring to ExL, the only way to know what a staff member has done in the system is to go through their individual history tab. However, this data is incomplete and doesn't give a full scope of what actions they took. In Analytics, the options provided are not useful and do not give us any useful information.

    We'd like to track things like:
    - When roles were issued
    - Who issued roles
    - Changes in configuration and who made…

    8 votes
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  19. User Requests Should Pop or Be more Visible for Cataloguers

    When cataloguers are processing new books or fixing bibliographic records or item records, there is no notification that a user has requested the item we are working on. We won't know to give the item to Fullfillment so that they can put the item aside for the user.

    I know there is a little number that indicates there is a request, but for new books ordered in there is already 1 request from Acquisitions. This does not pop-up and it is just a little number that you can barely see in the results screen. It should be much more obvious…

    2 votes
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  20. Expand Course Reserves Facet/Advanced Search Functionality

    When working in Reading Lists and Courses the facet filtering limits staff to a single selection in a category at time. However, many institutions have multiple terms or staff liaisons serving more than one academic department. In such cases, it would be quite helpful to allow staff to select multiple facets. The inability to multi-select prevents staff and their managers from being able view the whole picture and effectively managing the work.

    If that’s not possible, we’d like to request that you expand the advanced search options for reading lists, courses, and citations to make all of the facet options…

    10 votes
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