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1698 results found

  1. Flag individual articles in Alma as being unavailable.

    ExLibris cannot verify accuracy between supplied metadata and a referenced database. As a result, there are times when an article is listed in Primo as available online; However, when the patron tries to retrieve the article, the database returns a not found error. This has been frustrating for our patrons.
    Currently there is no way to flag an individual article as being unavailable. As a result, this becomes a recurring error for our patrons; with no option to correct.
    Suggest providing a way to:
    1. flag individual articles as available / not available by database
    2. date and notes on…

    3 votes
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  2. include cancellation note in create digitization cancellation email

    If a create digitization request on a lending request is cancelled, the explanation/message from the library/stores team is not included in the cancellation email to the lending partner.
    It would be nice if this went into the cancellation email as an extra bit of information explaining why the request has suddenly been cancelled.
    When the ILL Team cancel a request, we usually give a bit of an explanation, like missing from shelf, missing pages, too fragile, etc.

    3 votes
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    0 comments  ·  Resource Sharing  ·  Admin →
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  3. More options to limit access to private patron information for student employees

    Some libraries hire students as part-time staff at the circulation desks or helpdesks. Per the institution or library policies, for privacy reasons, student employees may not be allowed to search for Alma users or to view the contact details of staff members or other student users.

    Currently, access to contact details and searching for users are by default possible to any Alma user with Fulfillment roles. Disabling the ALLOW-USERS-SEARCH privilege can prevent access to users list in Manage Patron Services and auto-complete search in same page, but it does not affect the persistent search for users or access to Admin…

    77 votes
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  4. Add Purchase Requests to blocked actions

    We would like to prevent blocked users from submitting Purchase Requests. Although it is possible to ask Ex Libris to configure a blocked action for Resource Sharing Requests, it is not possible to do this for Purchase Requests. It would be useful to have a blocked action for Purchase Requests that we could use in Block Definitions.

    5 votes
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  5. Choose start month in Alma Analytics schedule

    Alma Analytics has been improved by a lot in ways of scheduling reports. But I am still missing a way to choose a start month when scheduling a quarterly or bimonthly report.

    You can choose a recurrence pattern (eg. monthly, recur every nth month), but there is no way to choose a month for the next run. Each change in recipients or touching the analytics object may start a new interval.

    When choosing a weekly interval, you can also choose a weekday. An option for choosing a month should be added for monthly schedules.

    3 votes
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    0 comments  ·  Analytics  ·  Admin →
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  6. Allow to add a fund to PO Lines for donated or free items

    We must add a fund to each order line for accounting reasons, even if the items are free of charge.

    We use a workaround similar to the workflow described in the following article.
    https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_associate_PO_Lines_for_donated_or_free_items_with_a_fund

    It would be very helpful to be able to add a budget even if the price is zero.

    4 votes
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  7. Export funds from a PO Line

    Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
    We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface

    4 votes
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  8. Mouse cursor after save

    In the Meta data editor after "save", the cursor goes to the LDR field. It would be nice if the cursor will go to the search of Alma.

    1 vote
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  9. Add option to import records as standalone upon multi-match

    In the "Automatic Multi-Match Handling" section, under the option "Choose a conclusive action in case the above selected criteria result in multiple records," I'd like to be able to select "skip and import record as standalone." I still want the record, but it doesn't know which record I plan to overlay. So, I must manually resolve the issue. It's an extra step to go back into the job's history, download the record it rejected, and reload it as standalone.

    3 votes
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  10. Option to restore Temporary Item Policy and Temporary Location when item is returned from Resource Sharing.

    Issue: For items that have a temporary item policy or temporary location there should be a way to revert these temporary statuses when the items are returned from a Resource Sharing loan.
    When items with these temporary designations are loaned via Resource Sharing Alma applies the Resource Sharing temporary statuses. When the items are returned the Resource Sharing statuses are cleared but library staff need to be able to direct items back to their temporary location. There are many instances when materials that have a temporary status are loaned via Resource Sharing (as we want them to be) but when…

    0 votes
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  11. Filter OUT cancelled PO Lines

    Provide a facet to filter OUT cancelled PO Lines in the PO Line view. We have a lot of cancelled PO Lines with the same title as existing PO Lines, and it is confusing and time consuming to find the 'active' PO Lines. It would help us tremendously if we could filter OUT cancelled PO Lines, perhaps even by default.

    14 votes
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  12. Add interested user to order template

    We would like to add the ability to save interested users to the ordering templates. This will save us a lot of time and clicks.

    3 votes
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  13. Digital Loans

    It would really be helpful to have a tab or include borrowed digital books under patron loans so that its easy for them to renew or see what digital books they borrowed and need to return.

    Currently there is no ability for a patron to see what digital books they may have borrowed and need to return.

    3 votes
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  14. Streamline PO Line Renewals &

    For PO lines for subscriptions that will be renewed, currently the funding, date, and cost information fields need to be manually changed for each term of the subscription. It would be helpful to be able to duplicate/indicate the new information for each year/term period and retain the old info for analytics/reporting, calculating increases, etc. If rollover functionality were to be added for the funds(s) and dates based on the term details, that would also be fantastic.

    0 votes
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  15. Finished claiming job does not give the library the option to check which vendors received a claim letter

    When a claiming job is finished running in Alma you can view “events” from the finished job. This gives a line for each claim processed in the job, and lists three different identifiers: JOBID, POLINEID and VENDORID. None of these identifiers are searchable for the library, and the library then have no option to control what letters were sent in that specific job. If the identifiers listed in the job events were changed to the PO line reference and the vendor code the library would have the option to find the relevant POL and vendor and…

    29 votes
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  16. Notes on bibliographic records should open as a pop-up message when a user starts editing the record.

    We have the option to add notes to bibliographic records in Alma which are only visible in the metadata editor. This is found under record actions – add note. The option to add notes here is very practical, but it is easy for the cataloger to ignore the note. To make the note harder to ignore it should open as a pop-up message when you first start to edit the bibliographic record in the metadata editor. This could be added as a feature that each library could turn on or off in their configuration menu.

    13 votes
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  17. Ability to change barcodes directly from the list of items (under Receive – One time / Continuous - Manage items)

    In the list of items in the receive screen it looks as though barcodes are editable directly from the list, this is not the case, as you manually must edit each item to change the barcode. It would mean less clicks if you could edit the barcode directly from the list, it would also be less confusing since it in the current design looks as if you should be able to do this. In the current design you can edit the text in the barcode field in the list, but any changes are not saved.

    If the ability to change…

    21 votes
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  18. Creating expected items in status acquisition without using prediction pattern

    In the current workflow for periodicals, when using predicted items, there is no easy way to add just one predicted item. This means that if we make a mistake or there is a change in the publication pattern, for example we receive the wrong item/delete the wrong item, or that a periodical is published as a combined issue (ex: issue 2 and 3 together, as number 2/3 2023), there is no easy way to fix it. We must then create predicted items for that whole year again which involves editing “next predicted item information” in the metadata editor, opening and…

    29 votes
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  19. Notes, expected receiving date and storage location ID for items should be visible in list view

    When searching for physical items in the repository search it would be practical for a note field to be visible from the search result list. In advanced search for physical items, you can search for internal note 1-3, statistical note 1-3 and public note, it would save time if you could see these without editing each item. Using the existing option for adding and removing columns in the repository search (manage column display) you should be able to choose which of these fields you would like to be visible. These fields should then be included when you download an excel…

    12 votes
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  20. “Run a job” and “Create itemized set” should be available from the list of Purchase order lines

    When you are in a list of items on a bibliographic post in Alma you have the option to checkmark several items and choose “Manage selected” – “Run a job” or “Add to itemized set”/”Create itemized set”. Now that we have the list “All PO Lines” and can checkmark POLs in the list, it would be practical for these options to also be available for PO lines. Currently you only have the option of creating a logical set (if you add filters to the list) from the list “All PO Lines”. This would make it easier and quicker to run…

    8 votes
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