Alma
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1812 results found
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Modification date of records that were processed via running a job but no modifications were made, should not change.
When a record is included in a set and any job runs on that set, such as a normalization job, the modification date of the record is updated even if the record itself was not changed. This means the modification date is updated by design in Alma after processing or saving the record. Therefore, it is not currently possible in Analytics to run a report to check how many records were actually updated/modified in the job.
4 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 -
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.123 votes -
Library staff Email Notifications capability for Subscription Renewals
Although Alma allows library staff to specify the Renewal Reminder Period in number of days, there is currently no mechanism in place to allow the configuration of subscription renewal reminders to be sent via email to staff.
This would be a particularly useful tool for subscription management. Could this capability be added to the Renewal Information section please?
12 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 -
Ability to create Alma Analytics Objects from Primo VE Network Reports Folder
The institutions of the consortia working in the Network use the same analytics reports. In the case of Alma Analytics, it is possible to add new Alma Analytics objects from the Alma Analytics Network Folder. However, there is no possibility to add new Primo Analytics objects from the Primo Analytics Network Folder. Please implement such a possibility, as it is very important for consortia, especially those with consortium IT support centers.
101 votes -
Simplify item scanning when processing is complete
Operators would benefit from not having to choose a Work Order Type and Status when the treatment is complete. It is not always easy to find out which cataloguing or repair operation has been carried out on an item. And above all, it's not useful if Done =“No” is selected.
Couldn't you put this last line at the beginning of the form, and open the Work Order Type and Status boxes only if "Yes" has been ticked, rather than the other way round?
Thank you and thank you for supporting this modest proposal.
Nicolas
89 votes -
Request for Enhancement: ALMA Records Customization Functionality
Currently, the Records Customization feature in Alma only allows for configuring the visibility and order of fields, but does not support modifying the structure or composition of individual fields.
We would like to request an enhancement that enables institutions to customize the structure of each field according to their needs.
For example, the Creator and Imprint information are currently displayed as a single combined field. We would like these to be separated so that institutions can independently select and display only the elements they require.
3 votes -
maria.nordgren@umu.se
When adding a portfolio from CZ from a collection that is not in your IZ. The whole collection is imported to IZ. We use this for moving a portfolio from one collection to another. Example one portfolio is missing in ClinicalKey Dentistry, but is found in ClinicalKey Books, I can activate the portfolio, but then the ClinicalKey books collection is transfered to IZ. We would like to be able to activate a single porfolio without that the collection is imported
6 votes -
Monthly Limit Feature for Patron Purchase Requests
We propose adding a feature that enables libraries to set a monthly limit on the number of purchase requests each patron can make. If a patron exceeds this limit, the system should automatically decline their request and display a message explaining the reason, such as: "Each patron is limited to submitting N purchase requests per month.
Thanks!
154 votes -
ensure that when 'po_line_description_update_upon_bib_change' enabled, subfield A does not get overwritten by subfield L in 022
Sharing description from our Cataloger, CH:
We believe the following describes a defect.
Support indicates it is an enhancement request and suggests we propose on Idea Exchange.
Background:
1) We turned on the ‘polinedescriptionupdateuponbibchange’ enhancement in the sandbox.
2) The enhancement overwrote the $$l instead of pulling in the $$a from 022 – this behavior describes a defect
None of the following 3 options allow us to properly use the ‘polinedescriptionupdateuponbibchange’ enhancement:
1. Ideally, we want to enable the ‘polinedescriptionupdateuponbibchange’ function to…10 votes -
Support linking Analytics Subject Areas Requests and Fulfillment
As analytics users, we would like to link request information to loan information in Analytics so that we can obtain a better picture of the entire end-to-end loan process for a patron, from request to loan.
For example, the Fulfillment subject area could contain fields such as:
- Loan is based on a prior request (True/False)
- Originating Request IDSimilarly, the Requests subject area could contain these fields:
- Request resulted in a loan (True/False)
- Resulting Loan ID7 votes -
Block when overdue: add a "days per overdue days" unit of measurement option
Hello everyone,
when defining user loan blocks, there are several options available to be used as "units of measurement" in order to calculate the loan block period: we are in doubt about which option fits best for us, as we want to set up this option in the most convenient way for our patrons.
There are lots of options, both "discrete" and "cumulative" (we have chosen "cumulative), but in our opinion, we think that the most appropriate ones are "days per overdue days" and "open days per open overdue days", although they both have their pros and cons: the first…57 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.
30 votes -
We would like to request an enhancement to Alma.
When a user reports that a borrowed item has been lost, and the item is not returned within a certain period, we would like to have a function that allows the circulation staff to change the item’s status from "Lost" back to "Loaned."
6 votes -
Add/remove public notes for electronic collection notes in bulk
If there are known access issues with one specific provider, it would be useful to add / remove a note to all electronic collections, which an institution may have for this provider / interface at once. At present, we have to edit all collections for providers individually if we want to add the same public note for all.
15 votes -
Counting Searches in Alma Persistent Search Box
We know that the usage actions in Primo VE can be retrieved in Analytics to measure patrons’ various search actions. This helps library identify the strengths and limitations of current Primo VE user interface, and review it to better meet patrons’ needs.
However, there is currently NO way to retrieve search counts from Alma’s search persistent box in Analytics.
Counting Searches in Alma Persistent Search Box
Library staff often use the Alma persistent search box to search for records for various library operations—for example, locating a bibliographic record to create a PO line—across the institution and community zones (and the…
2 votes -
New title search - include subfield t in Names section
we would like to see subfield t in the names section of the new titles search. This subfield shows when it is present in field 600 but not in 700. This would be very useful when searching for Author/title
75 votes
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