Alma
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1733 results found
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Receiving queue - continuous, claim status and last issue collected
I am an acquisitions librarian at a legal deposit library. We have nearly 9000 active subscriptions and we often want to look at the status of other active POLs by the same vendor when receiving. It would be helpful to see in the receiving queue the receipt status of a POL at a glance, rather than having to go into manage items. This would be whether the POL has overdue items (is in claim); and the description of the last issue collected.
12 votes -
Alma Show Access Type value (e.g. Perpetual ) in Alma brief view search for Electronic Collections
Please show Access Type in Alma brief view search for Electronic Collections.
Access Type is quite important, since it may be not only Current but also Perpetual or Current and Perpetual. From the brief view many operation, included deletion, can be performed. Having this information at first glance, if possible together with a warning on deletion attempt as suggested here ( https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/42179845-prevent-deletion-of-portfolios-with-access-type-pe ) may help preventing accidental deletion of important perpetual assets.40 votes -
Prevent vendor deactivation if open purchase order lines exist
Even though there are current purchase order lines linked to a vendor, the vendor can be deactivated with a single click.
For our institution, this plays a role in automatic claiming, where a claim letter is generated and sent once the receiving date has been exceeded, although the vendor is set to inactive.
It would be very useful to reject the deactivation of the vendor if there are open purchase order lines attached. An error message should be displayed indicating that there are open purchase orders linked to the vendor.
We would prefer this message not to be overridable, but…
102 votes -
Enhanced customization for patron cards (contact information pop-up)
We suggest the option to customize fields in the patrons’ visitor cards to enrich the Contact Information Pop-Up with institutional relevant data from the patron’s account, for example the language of the patron. At this moment, the available fields cannot be edited nor can new ones be added.
11 votes -
Import Profiles - support mapping to E-Collection
See https://enhancements.exlibrisusers.org/ideas/AENH-I-36318
We need the ability to map to Electronic Collection. Because you cannot map to E-Collection, you have to have a separate profile for each collection for which you want to load portfolios. This dramatically increases the number of profiles we need to maintain. In addition, this requires more staff to have the ability to modify import profiles, even though the only thing changing each time is the collection name.
Mapping either the collection name (exact match) or the collection ID would be sufficient. This will enable more uniform loading of records.
25 votes -
Power BI access to Alma & Primo Analytics
Many libraries are using Power BI to analyse the suite of library services they offer. Data is derived from the library management system (LSM/ILS) but also chat services, reading list software, library guides and more.
Though Ex Libris has developed analytics in Alma, libraries need to analyse their data in the tools of choice.
Can Ex Libris open analytics so a direct connection to Power BI can be made without the need for intermediary workarounds, e.g., https://developers.exlibrisgroup.com/blog/microsoft-power-bi-connecting-to-alma-api/?
23 votes -
Show character limits in field
If there is a character limit for a field, show it. Ex being Vendor Details: Contact Information: Web Addresses: Notes. As of now, an entry going over the character limit is truncated with no notification, so unless you know to check, data is lost. Simply adding character limits visible (i.e. 351/400) would solve this completely.
2 votes -
Pin POL notes to top of list
Context: when acquisition staff view POLs, there are some notes that are important to see, and other notes that are less important. However the only sorting options for POL notes are by created or updated date.
Proposal: users need the ability to pin one (or more) notes to the top of the list of POL notes, so the important notes are always easily viewable.122 votes -
Correct closed fines/fees
Sometimes fines/fees are paid with the wrong fine/fee types or payment method.
We want to be able to correct this information even if the fine/fee has a closed status. This will make accounting and statistical reports more accurate.
We want the same functionality as for blocks.
33 votes -
Buffer periods for Last Interest Date for Borrowing Requests
ISSUE: Quite a few of our borrowing requests are getting cancelled automatically by Alma, because people are setting a Last interest date of the same day or the next day. Unrealistic expectations are being created by the Last Interest Date. Yet, staff find it useful to know the Last Interest Date for borrowing requests where the patron indicates a date some time into the future.
LOCATION: ILL request form, patron facing (e.g. in Primo VE).
SOLUTION: Allow buffer periods to be implemented on the Last Interest Date. For example, a library may choose to create a 10 day buffer for…
11 votes -
Display NZ activated Portfolios even if Related Records Services are enabled in an IZ
In our consortial environement, we have activaded a number of portfolios on NZ level, which we would then expect to also be available in our IZs. Often this is not the case and instead of a specific article that is part of the portfolio, only the journal it belongs to is displayed under Services for Related Titles. As Ex Libris informed us, this is because Related Records Services are activated in our consortium, which leads the link resolver to display those related journals instead of checking if there is an NZ activated portfolio. Their solution to this would be to…
73 votes -
Alma - Standardize Cross-Field Validation Across Configuration Dialogs
Request:
Implement dynamic dependency handling within Alma "Add Row" dialog boxes to support Proactive Error Prevention.The interface should only present users with valid input field combinations, ensuring that logically impossible configurations cannot be constructed.
While this request originated from a ticket regarding the Exclude Process Types from Publishing dialog, it identifies a broader need for platform-wide consistency in how Alma handles field relationships.
Functional Gap:
Currently, the "Exclude Process Types from Publishing" dialog treats [Process Type] and [In Process Type] as independent fields.The Problem: Users can construct combinations that the system knows are invalid.
The Result: The user…
4 votes -
Request for Populating "Item Location" in Network Activity Loan List
I am writing regarding the blank column in the Network Activity section.
For institutions within a fulfillment network, loans belonging to another institution are visible in the Network Activity section. However, in the Loans list, the "Item Location" column is blank.
If the “Item Location” column were also populated with the correct values, it would be much easier to manage differences in return policies that are dependent on the item's location.
In addition, patrons sometimes claim to have already returned the item.
If the "Item Location" column is displayed correctly, it will be able to ask the owning library to…12 votes -
Allow libraries to pick which resource sharing requests statuses appear in the Tasks widget
Not all resource sharing requests that require manual processing (ex. requests in the Mediated Patron Renewal status) appear in the Tasks widget. This can results in requests to not be processed in a timely manner, and it also limits the usefulness of the Tasks widget. We would like the option to configure which resource sharing statuses are shows in the Tasks widget.
21 votes -
Shipping Cost Lender Rules - Partner Organization Type
It would be great if ‘Partner Organization Type’ could be added as a parameter in the ‘Shipping Cost – Lender Rules.’ This would allow us to set the Partner Organization Type for new partners instead of having to select each new partner individually.
5 votes -
Allow for relative date searching on years in addition to days
We have logical managed sets where we want to filter on publication year within the last two years and would like to be able to use a relative date search instead of having to adjust the year each year.
10 votes -
Using License Terms and Display Logic Rules to hide certain collections
Electronic Resources are not always available to all patrons at a subscribing institution, either due to region locking or prohibitive pricing for extending access to students at partner institutions/certain user groups. Currently in Alma/Primo VE there is no satisfactory way to stop these resources surfacing where a signed in user does not have access such as when Alumni or Walk In.
The restricted user groups feature is overkill in this regard. We don't want to limit a user groups access to CDI or EBSCO content entirely, just select collections/databases based on the licence restrictions pertaining to their user group.
What…
29 votes -
Authority control for name-title access points: link bibliographic 1XX+240 to authority 1XX $t
In Alma, bibliographic records containing 1XX + 240 do not establish an effective authority link with the corresponding name-title authority record (1XX $t).
As a result, when the authorized access point for a name-title authority is updated (for example, a change in the title portion in 1XX $t), the update is not propagated to the linked bibliographic records. The 240 fields in affected bibliographic records remain unchanged and must be identified and edited manually.
This behavior results in:
· High manual maintenance effort
· Increased risk of inconsistencies between authority and bibliographic data
· Reduced effectiveness of authority control in…
2 votes -
Create new reports for Authority management
National libraries and institutions managing controlled vocabularies require robust tools to ensure the integrity of their authority files. Current Alma functionality (Authority Control Task List) focuses primarily on the link between bibliographic and authority records. We propose a new set of dedicated Authority Management Reports to identify internal inconsistencies, errors, and redundancies within the authority files themselves.
Proposed Reports & Functionality
· Orphan Authority Records: Identifies authority records without any associated bibliographic records. Crucial for cleaning up legacy data or unused headings.
· MARC Encoding Errors: Detects structural errors within authority records (e.g., missing mandatory fields like 008, invalid indicators,…
2 votes -
Update All Relevant Indicators When Correcting Preferred Terms Linked via Cross-References
The recent enhancement to Preferred Term Correction correctly updates bibliographic headings when the preferred and non-preferred terms are in different authority fields (for example, 410 → 130), and changes the bibliographic field tag accordingly (e.g., 610 → 630).
However, the current implementation does not fully synchronize MARC indicators between authority and bibliographic records.The enhancement documentation states:
"When a bibliographic field is updated to an X30 field, the non-filing indicators in the bibliographic record will be adjusted based on the linked authority record. According to MARC21 standards, the 1st indicator of authority field 130 (Nonfiling characters) will be copied to…2 votes
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