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1814 results found

  1. For general electronic services links at the item level, allow the item id to be used in the URL

    When a General Electronic Service is added as an item-level service, the URL template may be configured to make use of the a bunch of Holdings and item-level information, for exampe, the barcode. But the item id is not included as a possibility. Please add this as an option.

    21 votes
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  2. User ID Generation functionality also on the User Details page

    Libraries can configure the automatically generated user identifiers for new patrons that are added when an operator adds a patron on the Patron Identification page. We would like that the user Primary identifier can also be generated when users are added or edited on the User Details page: Existing users (external or internal) could have their Primary identifier updated (refreshed) in a more easy and effective way by circulation desk operators.

    84 votes
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  3. Electronic Resource Activation Task List: do not revert to "Assigned to Me" tab after deleting a task

    When you're working in the "Unassigned" tab of the Electronic Resource Activation Task List, it always reverts to the "Assigned to Me" tab after you delete a task. I want it to stay in the "Unassigned" tab.

    21 votes
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  4. Add the ability to upload EDI files from FTP sites manually

    Currently, Alma will only allow you to manually upload an EDI invoice file from a local folder. If you map an FTP site shortcut to your desktop and attempt to manually upload the EDI invoice file from that location, it will say there is an error. I have confimed that Alma does not currently support manual EDI invoice file uploading from ftp sites, only when you configure it to run automatically.

    Import profiles support both processes, so it seems like this area of Alma should support both manual and automatic uploads from FTP sites as well.

    15 votes
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  5. “In Review” requests sorted by creation date

    In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.

    It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
    Another possibility would be that the librarian could select the type of ordering of the requests.

    19 votes
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  6. Fiscal Period Rollover - Move Cash Balance forward to new period

    The latest release of Alma added functionality to the Fiscal period rollover that offers an option to Allocate new funds based on the Cash Balance of the same fund in the closing Fiscal period. We’ve been testing this out and it seems while the cash balance is indeed allocated to the new period, it is also left on the old period!

    This means the same money is being reported and allocated twice on Alma, which leaves great scope for confusion and I believe is contrary to good accounting practice.

    I believe this enhancement needs a further tweak, to allocate the…

    72 votes
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  7. Display prompts in analytics widgets

    We have created a widget to display IDs of citations, and would like to be able to display the associated prompts to allow users to select their own criteria.

    The current behaviour is by design:

    https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Analytics_widgets_with_a_prompt

    but it would be very helpful if this could be changed.

    72 votes
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    0 comments  ·  Analytics  ·  Admin →
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  8. KBART export from Alma to include title level URL

    As we from time to time need to interface with software and services outside the ExLibris suite, it would be great if the KBART Schema for export would include a proper title level URL as specified in the KBART Recommended Practice:

    "[Title level URL] Indicate the URL of the title’s homepage.
    For journals, this page should be a listing of the available volumes and issues. "

    37 votes
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  9. Keep suppressed records without items that have received more than one purchase request

    We have detected this case that we consider is an incorrect behavior of Alma.

    When a purchase request is generated, a non-visible bibliographic record is created. The problem is that if a second purchase request for the same document is generated, Alma automatically makes the bibliographic record visible, even though we still do not have copies of it. Therefore this record appears visible in Polibuscador but without funds.

    We request that the bibliographic record should only be visible when the issue or copies are available to the user, meanwhile, even if more than one purchase request has been made, it…

    38 votes
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  10. Flag items requested by another user in Patron Services screen

    Our desk staff would like to be able to see at a glance which of the items a user has on loan has been requested.
    We often have a scenario where a user presents at the desk with a blocked account. We can tell that one or more of the books they have on loan must have been requested, but need to 'View queue' for each of them to find out which ones have a request placed on them.It would be useful to be able to see this information at a glance.
    Perhaps a column in the loan list in…

    56 votes
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  11. Adding a Parameter to Partner Record

    We would like to add the parameter Library Type to the Partners e.g. CL=College Library, UL=University Library, HL=Hospital Library etc..

    24 votes
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  12. Facet for PO Lines Secondary & Tertiary Reporting Codes

    We'd really like the ability to facet in PO Lines by the Secondary & Tertiary Reporting Code fields. It's possible to facet by the main Reporting Code but not by the other two reporting codes.

    19 votes
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  13. Renewal Operator in Analytics

    It would be useful to include Renewal Operator details in the Fulfillment Analysis area on Alma Analytics. This would allow us to identify and report on the number of renewals that took place at the circulation desk, via self service or via Primo.

    19 votes
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    5 comments  ·  Analytics  ·  Admin →
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  14. Add Job Category to Update/Notify Users

    It seems strange that you can add User groups, roles etc in the Update/Notify USers job but the Job Category isn't available.
    It would be useful if you could add this as we are starting to use Job Categories is TOU rules and being able to assign them based on a set of users would be really helpful.

    36 votes
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  15. Hold active until (collection) date

    currently the time a requested book is held for a borrower does not show unless you go into the Active holds lists. It would be helpful if this was shown when the book is checked in and on the notice that automatically goes to the printer (which we put in the book until the book is collected)

    14 votes
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  16. Bulk Work Order Functions

    A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.

    This would also allow you to remove work orders in bulk.

    This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.

    This function would, of course, need to inform the user…

    25 votes
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  17. A way to set the Scan-in-Items drop-down-menu Status to our specific workflows

    In Cataloging when we scan in item barcodes to send a work order to shelf preparation or end-processing, the scan-in-Item Drop-down menu defaults to Cataloging. Acquisitions uses this to send material to us --but we want to send material to Shelf Preparation/End-Processing. So we have to manually mouse down to insert this everything single time. This is slow (uses up time). It would be faster and healthier (on our hands) if Ex Libris could reconfigure so any library unit in a library could unit set the Scan-in-Item Drop-down menu to default to (--or to "persist" or "stick" at--)the specific status…

    99 votes
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  18. Send overdue notifications only on library's open days

    Since we would prefer to avoid to send overdue and lost loan notifications to our patrons on Sundays and holidays, it would be great to have a further option for when to automatically run the “overdue and lost loan job”, that is, to run it only “on the library’s open days”, based on the opening hours set in the “Calendar management”.

    74 votes
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  19. Make the effect of exclude process from publishing on holdings configurable

    The current implementation of exclude process types from publishing has the side-effect, that a holdings record gets automatically suppressed as well if it only contains items which get suppressed based on the exclude from process types configuration.
    E.g. if you have process type=acquisition, material type=issue, exclude=true all holdings which happen to only have items with material type issue in process type acquisition are suppressed no matter what. This is bad in itself, since it precludes the possibility of offering additional information to our users via the 866 field.
    What makes things worse is that the bib record gets suppressed as…

    77 votes
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  20. Improving usability of the inventory section for citations

    Currently, it’s impossible to tell how ‘Digital’ and ‘Other’ inventory may be configured in the Inventory section of a citation. The green indicator shows the inventory exists but not whether it has been used for the citation.

    Digital example:
    You can’t see whether a digital representation has been selected via the ‘Manage Digital Representations’ option or whether a representation is Active or Inactive. The green indicator stays green even if the representation is Inactive or if it hasn’t been selected via Manage Digital Representations.

    Other example:
    You can’t see whether the Link Resolver has been disabled via Edit > Citation…

    26 votes
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