Alma
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1773 results found
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Allow for Almost Arbitrary Conditions in General Electronic Services
Currently for a general electronic service we can only create conditions based on metadata already contained in the given BIB record. Please provide a way to let the link resolver check any condition which is computable within a reasonable short amount of time!
Example Use Case:
Our library network offers a web service taking any given ISBN, ISSN or Union Catalog ID and returning 'true' if there is a BIB record for the corresponding resource in the union catalog and at least one of the network's libraries has an item of this resource available for ILL. Otherwise the web service…71 votes -
Change pickup location for hold when on hold shelf
When a book is already on the hold shelf at Library A but a patron wants to pick it up at Library B instead, we should be able to edit the request to make that change.
Currently, the hold must be cancelled and then re-requested with the new pick-up location. This can be an issue in the event there is another request on the item or the item needs to go back to a different library.
5 votes -
Allow Adjustments to Fines and Fees
Summary:
Currently, when staff members need to adjust a fine or fee (for example, to correct the replacement cost of a lost item), the process requires deleting the existing fee and creating a new one. This creates a significant issue: the newly created fee is not correctly linked to the associated item record.Problem Description:
When a patron reports a lost or overdue item and is unable to locate it, staff adjust the charge to reflect the actual replacement cost. However, because the system does not support direct modification of existing fees, staff must delete the original fee and manually…15 votes -
Add block information box on patron’s account landing page
Currently, when accessing a patron’s account through the “Manage Patron Services” tab, the patron’s account landing page does not show the block information (a pop-up does show up but with incomplete information, as recorded in a SF case). In order to access block information, one has to click on the patron’s name, and then navigate to the block tab.
The suggested idea would be that a box containing block information be added in the left-hand column of the patron’s account information, under the box containing loans, returns, requests and fines and fees information. Block types could be described with the…35 votes -
Data visualisation: Open for saving canvas templates.
Data visualisation: Open for saving canvas templates.
As described in https://docs.oracle.com/en/cloud/paas/analytics-cloud/tutorial-custom-themes/index.htmlThis makes it easier to standardise look and feel of institution reports.
18 votes -
No automatic cancelling of request when changing item location (or a more useful error message).
When we change location for an item we always get an error message that says that the change can lead to requests being cancelled (if there are any). But since it always shows, even when there are no request (which is most of the time in our experience), it is easy to ignore.
We would like to be able to choose if a request should be cancelled or not, even if the new location shouldn’t allow requests for the user.
Another possibility is that that the error message only shows when it is relevant and there actually are requests that…19 votes -
Additional Local Parameter fields in Local Authorities dimension
There can be up to 100 local fields 9xx in the "Local Authorities" and none of them can be retrieved in Analytics. Could it be possible to have, at least, the same number of "Local Params" as in the he "Physical Items" or the "Titles" table?
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/Physical_Items#Local_ParamThanks.
141 votes -
Automatically Trim Leading and Trailing Spaces in Patron Names
When staff create or edit patron records, Alma currently accepts leading or trailing spaces in the first name and last name fields. These spaces make the name technically unique, so the duplicate warning mechanism does not recognize the record as a duplicate. This results in poor data quality, as duplicate records are created without warning.
Proposed enhancement:
• Automatically remove any leading or trailing spaces in the first name and last name fields when a patron record is created or updated.
• Alternatively, prevent staff from entering leading or trailing spaces in these fields from the beginning.This enhancement would…
24 votes -
Manage Deleted Repository--ability to select and restore a group of records
Manage Deleted Repository is a helpful feature helps us restore records that were mistakenly deleted. However, it only allows us to restore records one at a time by clicking a "Restore" button next to each record. This is not workable when a large number of records need to be restored. We need functionality that will allow us to select and restore groups of records.
The Restoring Records Removed or Changed by Jobs functionality (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/020Manual_Jobs_on_Defined_Sets#Restoring_Records_Removed_or_Changed_by_Jobs) does not sufficiently address this need, as it can only restore repository content deleted by a job, not records deleted manually. Also, even in…
62 votes -
Request to Enhance the Purchase Requests API
We would like to request several enhancements to the Purchase Requests API.
First, when sending a purchase request API call from the library website to Alma, we would like the API to allow submission of the request date or request month and to return responses that reflect this information.
Second, the Purchase Requests API currently returns a maximum of 100 records. We request that these returned records be sorted in descending order by request date.
Finally, we would like the maximum number of records returned by the Purchase Requests API to be increased from 100 to 500.
10 votes -
Creation of Lending requests by DOI or PMID
It should be possible for ILL librarians to create Lending requests received by email from non-Alma Partners by entering a DOI or PMID using Alma Resolver Augmentation.
This would save the time involved of entering each field manually by copying and pasting.
The feature already exists in Borrowing but was not developed for Lending.35 votes -
Add and improve audit logging and system event tracking for changes to Alma configuration
Many institutions have needs and requirements to be able to track when Alma configurations change, and who changed them.
This is especially true because many Alma "administrator" roles combine complex librarian tasks with systems configuration abilities. For example, Catalog Administrator or General Systems Administrator is required to create new metadata import profiles - a task that catalogers need to do regularly. But, both roles also grant additional abilities to configure Alma behavior for resource management,
integrations and the like.Use cases include:
Monitoring changes as part of standard internal audit review. For example, an institution may identify that even though…
142 votes -
Add "linking information" in Community zone databases when they are not activated yet
Hello,
When I look in the Community Zone at an electronic Portfolio that has not been activated by us yet, I can click on "Linking Information" and test the link and control if it goes where we want it to go.Unfortunately, this is not possible yet, when we want to look at a zero title database. There, we actually can only test the link after we have activated it.
Therefore, I suggest adding the field "Linking information" on database level, too, for databases that are not activated yet; analogous to the field that exists on portfolio level.
Best,
Igor…36 votes -
Integration of Patron Age in Loan Rules
We propose that the patron's date of birth be taken into account in the loan rules of Alma's Fulfillment Units, alongside User group. This would allow the restriction of loan for certain documents to minors (under 14, under 16, etc.), ensuring compliance with access restrictions for sensitive content.
This feature would enhance loan management and ensure better compliance with library policies.111 votes -
separate work orders from patron requests
On the results from a physical titles search, each title shows the number of requests pending for that title. This number includes both patron physical item requests and internal work orders. In order to see what requests fall into which category, you have to click on the Requests link and wait for the information to load in the slider pane (this can take some time if the number of requests is large). Then you can filter by request/process type.
It would be useful for these two categories of requests to be separated from each other. For example, we circulate laptops…54 votes -
Invoice Line Price and Additional charges data made available in Analytics
There is a need in our Acquisition department, and in the Collection Strategies department, to better understand what we spend on tax and freight for individual funds. In past fiscal years we used separate funds dedicated to the freight and tax funds. In this new fiscal year and going forward all funds, as has been practiced with endowment funds, will have freight and tax encumbered and invoiced within the fund itself. This is to align with the campus's new financial system. In order to track freight and service charges per fund in any fiscal year going forward we need to…
13 votes -
Primo Analytics Mixpanel Data Integrated Into Alma Analytics as External Data Resources
As stated in the Alma Roadmap 2025-2026, "Analytics will support integrations with external data sources, allowing users to analyze data from multiple systems within the Analytics platform." (https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2025-2026)/Analytics_and_Insights#Integration_with_External_Data_Resources )
This new feature is expected to simplify workflows and save time by eliminating the need to access multiple systems, thereby improving staff efficiency and effectiveness.It would be highly valuable if Primo Analytics Mixpanel data were considered a priority candidate for inclusion within this consolidation initiative.
15 votes -
Better information design for pop-ups in the New Circ UI
When managing return items in Alma: information in the pop-up on subsequent steps in the process is difficult to read due to a small typeface. Also, not all information is relevant or, strictly speaking, correct (e.g. "item is not on loan" even when there is an active request).
We would like to see a larger font in general, or, if this is not feasible, at least the requester's name in bold typeface. This would add a much needed visual cue for staff processing returns.
The bullet point about the item not being on loan could be supressed as it offers…
58 votes -
Overdue Fine in different periods
After changing the "Overdue Fine" parameter, the entire fee is recalculated with the new value.
According to the law, the fee should be counted up to the change with the old value and after the change with the new value.
E.g. until 2024-12-31 parameter=0.2, then parameter=0.4
This is especially important in public libraries.120 votes -
Add ability to sort by due date
In certain circumstances, such as when working with renewals or overdue books, we are looking specifically for books with certain due dates. However, currently the system does not allow us to sort sets by due date, and this can make the requests we need to work on hard to find. Adding the ability to sort by due date will save staff time and frustration.
4 votes
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