Alma
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1755 results found
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Improve “Chat for Support” role to add product specific scoping or separate roles per product
As more products are added and managed by the Alma HEP it becomes a concern that Ex Libris is not adding necessary granularity for roles. The “Chat for Support” role does not have any granularity for different products.
For example, we would like for some of our senior acquisitions staff to have visibility and ability to open Chat sessions for minor title by title issues with Rialto, which we have recently implemented. But this is not possible, as the role gives visibility and ability to open Chat sessions for Alma also, which is not appropriate per our internal management of…1 vote -
When cancelling requests from the pick list, display a warning message
On the pick list, requests are displayed at a title level. This means it is possible that multiple requests are present for the title. When clicking 'cancel request' from the title, all requests are cancelled, not only the first one. Since this behaviour occurs even when requests are from different requesters, for different volumes or different digitisations, we would like a warning message to appear before deleting multiple requests from this screen.
1 vote -
Enable Advanced search for borrowing and lending requests
Currently Advanced search is not available for Borrowing and Lending requests. The current Alma persistent search box does not provide Resource sharing staff with sufficient access to perform multi level queries.
Direct searching in Alma via Advanced Search would allow staff retrieve specific data such as:
- requests submitted by a specific person and supplied by a specific partner
- requests submitted for Leganto course lists supplied by a specific partner.
- a list of all borrowing requests supplied to a user for copyright compliance reasonsThis functionality would be very useful and time efficient.
31 votes -
Add "Status" to user searches
There is no current method for adding "Status" to the list of available selections when running a User search in Alma; as such, the only way to find a list of active users is to either use the filter provided post-search (the selections in which are "All," "Active and not expired," and "Not active and expired") or to use Analytics.
However, these filter options exclude searches for users who are both Active and Expired, and using Analytics to create a report for this result requires multiple steps to set up before you can get a result (and subsequently run jobs…
8 votes -
Display purchase request approval/rejection reason in purchase request alerts in citations
We think it would be helpful for the purchase request approval/rejection alerts for citations in Alma to include the approval/rejection reason. This would appear in the Type field of the alert in addition to the "Citation Purchase Request Approved/Rejected" text (like how the rule used to approve/reject copyright for a citation appears after "Approved" or "Rejected" in the Copyright Status field).
1 vote -
Overdue fine
Overdue fines should not only be configurable for a time period of 1 hour or 1 day maximum, but also for 1 week and 1 month.
6 votes -
Finding the data in the Old Value field in Analytics
I would like to have the ability to pull up item records when supplying certain words/numbers in the old value field in Analytics.
3 votes -
Add a new Bibliographic ID field for OCLC Control Number 035z to display each OCN one row per MMS ID
Currently, a user may retrieve a delimited list of cancelled OCLC control numbers from the OCLC Control Number (035z) attribute under Bibliographic Details. However, this field has limited usefulness for a couple reasons. First, the field has a limit of 256 characters, which means when a bibliographic record shows more than 15 or 16 OCLC numbers have been merged, some numbers are excluded. Second, and more importantly, each individual control number cannot be matched to other cancelled or active control numbers in other records without being split to a separate field first. This is not a straightforward task in analytics…
15 votes -
Improving ‘PO Line Summary’
When creating a "PO Line", it would be interesting to add other options in "Acquisition Method" and "Material Type" in the PO Line Summary
1 vote -
Rollover PO lines that are fully invoiced but not paid
Example:
1. A PO is created and gets fully invoiced in mid-December.
2. In January the fiscal period closure happens. Said PO does not get rolled over (as it's fully invoiced).
3. Sometime later in January the invoice gets paid.The conflict lies in step 3: In Alma the payment is linked to the fund from the old year, while our financial department actually payed it from the fund of the new year.
One possible solution would be in step 2 to also allow rollover of PO lines that are fully invoiced but not paid yet.
2 votes -
User Purge should be made AFN aware and not allow the deletion of a user with active transactions or fines/fees at another AFN inst.
The Alma User Purge job is not AFN-aware. It will allow the deletion of a user record from the user's home institution's IZ even when the user has active transactions or fines/fees at another AFN institution. These "orphaned" linked user records are confusing for both users and library staff and are not a best practice for user record management.
Examples of the resulting problems we've encountered thus far include:
1) If the user's home institution performs a purge and then re-loads records, the orphaned linked user records in the other AFN member institutions do not re-connect to the new version…123 votes -
show exchange rate
Under the Summary tab, Pricing, have a Native Pricing line where the price is calculated with the current exchange rate. Also, in the Invoice Lines tab, allow for an option to show Native Pricing in the table settings.
1 vote -
Customization of the search categories
The customization of the search categories to be displayed in the Advanced or Simple Search is solved very very awkwardly. 3 clicks for each category is just too complicated.
My suggestions:
- Make activation switch directly operable
- Make list sortable by activated terms
make
- Checkboxes for the terms in both columns for advanced and simple search
- Improve the explanation in the KB, because
translating "dc:Title" with "Dc Title" has no added value. An explanation that dc:title B is e.g. DUBLIN CORE title would be super, so that one knows what one activates there.Please improve at least…
1 vote -
Make Alma able to deactivate the security of the RFID tags when lending items from other IZs
In a network circulation context, Alma cannot currently disable the security of the RFID tag when lending the document from another institution zone (hold shel request on items of other IZs). We would like Alma to be able to deactivate the security of items of other IZs. Currently the deactivation must be done "manually" in a third party software.
108 votes -
Select partners from multiple pages when adding to rota or template
When adding partners to a borrowing request rota or rota template, you have the ability to add multiple partners at the same time but only if the partners appear on the same page of the partner pick list. Whenever you move to a different page of the pick list, selections on the previous page are lost.
Alma already has the ability to remember selections across multiple pages in other functional areas (e.g. selecting portfolios for activation from a CZ collection).
It would make creating a rota more efficient if this ability could be extended to the add partners list.12 votes -
Improve Loan Activity Letter so that it does not duplicate information
Loan Activity Letter lists loans and overdue loans separately. Thus, when a user only has overdue loans, they appear twice.
I propose that in the event that a user only has overdue loans, these loans apeears only once.2 votes -
Ability to order facets in Alma Resource Sharing
For our workflows it would be useful to be able to move assignee to the top of the Facets in the new Resource Sharing screens for Lending and Borrowing
14 votes -
Differentiate “regular” Hold Request and Interested User Request or Change “Interested User Check” Order
Because Alma does not have the granularity to separate an Interested User request and a regular hold request, our Interested User hold process does not work.
When the “Non-Requestable Processes Fulfillment Unit Rule or Change Order” is configured to prevent “in process” items from being requestable, any items that have an Interested User that are in our Technical Services Work Order are treated as “in process” and therefore, the interested user request is blocked. While we do not want most “In Process” items to be requestable, we do want our Interested User requests to be fulfilled.
Because of this configuration,…
61 votes -
Searching/Connecting Barcodes from other Institutions (Consortium)
In a Consortium, it is currently not possible to look up an item from another institution zone with its barcode in Alma. It's also not possible to connect the fee to an item from another institution zone, based on this same architecture issue.
We would like to have the possibility to search for items from other institutions to, among other things, place request on them on behalf of a patron directly in Alma - therefore this Idea goes along with https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/17887696-initiate-consortium-fulfillment-requests-for-items
Thank you!162 votes -
self checkout
Self checkout over sip2 to have Alerts/fulfillment notes on checkout , not checkin only.
Patrons need to be alerted to how many pieces SHOULD be in the item when they checkout so they can alert staff if pieces are missing on checkout
26 votes
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