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1887 results found

  1. Library closure added to calendar in borrowing library should affect existing Rapido loans in lending library

    A library closure added to the calendar of the borrowing library will affect the due date of a Rapido loan for the borrower and the borrowing library but will not affect the due date in the lending library. On the original (lending library's) due date, the system will revert the extended due date to the original due date, mark the item overdue, but users are not notified and the due date remains unchanged in their accounts. Users could be billed for an item they didn't know was overdue.

    This should have been fixed by the May 2025 release, following CERV…

    24 votes
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  2. Add facets to left side when working with electronic collections and portfolios

    The current facets for electronic collections are limited to material type. I would like to see a facet to filter by activated/non-activated collections and portfolios. Two use cases:
    1. Activated collection, missing a few portfolios in our IZ because did not have auto add turned on. If I go to the CZ version, there is no way to easily see the unactivated portfolios in that collection so I can activate them. had to page through 17 pages to find the few titles that were not activated.
    2. Seeing unactivated collections in CZ. What if we want to see which gale…

    1 vote
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  3. Allow Digital Lending Requests to Transition to “Shipped Digitally” When Lender Ship Email Letter Is Suppressed

    Description

    We have encountered an issue with Resource Sharing lending requests when supplying articles or book chapters digitally.

    When a digital lending request is supplied using either:

    Ship Item Digitally, or
    Deliver Digital Documents for scanned items,

    the Ful Digitization Notification Item Letter is sent successfully. However, Alma then displays a “Could not send report” message, and the lending request does not transition to Shipped Digitally.

    Instead, the request remains in its previous status, such as:

    Being Processed
    Locate Failed
    Created Lending Request

    Because the request does not move to Shipped Digitally, staff must manually update the request status in…

    3 votes
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  4. Subfield u must be preserved when linking to the Shared Authority File in fields 100 and 700

    When cataloguing conference papers and articles, it is important to be able to specify the authors’ affiliation at the time of publication. According to the MARC structure, subfield u in fields 100 and 700 is intended for this purpose. However, when links are created in the MDE (F3) to the Joint Authority File for the German-speaking region (GND) in these fields, subfield u is removed. We would therefore like subfield u to be preserved when linking to the authority file in the same way as for subfield 1, in which the ORCID ID is indicated. This would improve visibility and…

    18 votes
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  5. Provide a direct link to a suppressed collection that will display for a specific audience while keeping it hidden from the main Collections

    It would be nice to be able to create a 'private' collection... where you can provide a direct link to a suppressed collection that will display for a specific audience while keeping it hidden from the main Collections page through Primo.

    3 votes
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  6. Display the PO line and invoice number in separate columns in Excel export

    In the excel export of the funds' transactions list, we would like the PO line and invoice numbers currently displayed in the Related Record column to be displayed in two separate columns "Related PO line" and "Related Invoice Line".
    This would make it easier to use the excel export for further analysis.

    In this same excel export and for the same reason, we would also like to find the transaction amount and its currency in two separate columns. An Idea Exchange proposal for this request already exists: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/38575105-separate-amount-and-its-currency-into-two-columns.

    2 votes
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  7. Analytics report for POLs cancelled or closed in specified Fiscal Periods

    Provide an Analytics report that identifies Purchase Order Lines (POLs) cancelled or closed within user-selected Fiscal Periods. Libraries need to analyse cancellations and closures by fiscal year or accounting period for budgeting, supplier review, collection management, and audit purposes. Current reporting options do not easily support filtering by the fiscal period in which a POL was cancelled or closed. This enhancement would improve financial reporting accuracy, support year-end analysis, and reduce the need for complex workarounds or external data processing.

    6 votes
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    0 comments  ·  Analytics  ·  Admin →
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  8. Allow custom Dewey Classification searches in Consortial Analytics

    In Consortial Analytics, the Dewey Classification search only allows users to select predefined three-digit classifications (as shown in the attached screenshot). This limits the search to broad subject categories. For the purpose of collection development analysis, it would be useful to have the option to search using custom Dewey Decimal numbers, as this would enable more targeted searches.

    15 votes
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    0 comments  ·  Analytics  ·  Admin →
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  9. Display License TOU link with CDI Link-in-Record type records

    We display license terms of use for our electronic collections as we try to be compliant with the subscriptions. We noticed that with CDI link-in-record type records, there is no link for the license TOUs. It would be nice if there was a way to link to the TOUs or add a note to be able to link to TOUs.

    15 votes
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  10. Incorporate All AI Metric Types/Access Method from recent 5.1.1 COUNTER Standard Update into Analytics

    Counter Standards were recently updated to incorporate new metric types and new access methods for AI Bot Traffic within COUNTER standards (https://www.countermetrics.org/code-of-practice/best-practice/bp-ai/). Requesting that Ex Libris incorporate all metric types and the new access methods into analytics.

    109 votes
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    2 comments  ·  Analytics  ·  Admin →
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  11. Add "Available for Group" record fields to Analytics

    Currently, Analytics exposes which groups have Available for Group records, but it doesn't expose the other fields in those records.

    For example, Analytics can show that a collection is available for Group A and Group F, and it can show that Electronic Collection Proxy Enabled is set to Yes at the collection level; however, it can't show whether proxy is enabled for Group A or Group F.

    For Network Zones, and institutions that make extensive use of Available for Groups, the lack of access to these fields in Analytics means we can't periodically audit and correct configuration inconsistencies and data…

    6 votes
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    0 comments  ·  Analytics  ·  Admin →
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  12. Add Analytics support to compare "Available for Group" settings on electronic collections and services

    Currently, Analytics can show Available for Groups on the electronic service or, if none exist there (if they're inherited from the electronic collection), then on the electronic collection.

    However, we can't report on discrepancies between collection-level and service-level groups.

    8 votes
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    0 comments  ·  Analytics  ·  Admin →
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  13. Partner Details for Filled Borrowing Requests should reflect the partner that filled the request

    Currently, when creating an analytics report for filled borrowing requests and using the Partner Name, Partner Code, Partner ID, and/or Partner institution fields, the report displays all of the partners that were in the rota for the request and the same value in the Num of Request Filled column for all partners. This is confusing for filled requests as it incorrectly implies that a request was filled by each partner in the rota. When a Partner Active Status and Num of Active Partner Requests filters are added to the report, it is clear that only one partner remained active and…

    6 votes
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  14. Reactivate deferred order POLs in bulk

    For Legal Deposit we create deferred PO Lines (POLs) linked to pre-publication information supplied by publishers. When the deferral reminder date is reached and the publication has not yet been received, staff reactivate the POL. Functionally, this returns the POL to In Review, where it is validated and, if there are no issues with the POL or vendor record, a publication request is sent to the publisher.

    We typically reactivate 100-150 deferred POLs per month. Before reactivation, the relevant POLs are gathered and exported to a spreadsheet, where metadata is reviewed and any issues are resolved. We then use a…

    12 votes
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  15. Alma Mobile: scan in sort order and remove automatic active curser

    Two suggestions that would greatly improve the workflow in the Alma Mobile app.

    First, please stop placing an active cursor in the barcode field when switching to Scan In from the Pick from Shelf area.

    When the cursor is active in the input field, it automatically opens the keyboard on the phone. As a result, I have to close the keyboard every time before I can access the button used to scan a barcode with the camera.

    Secondly, please make it possible to sort scanned-in items in either ascending or descending order.

    Currently, after each scan, I have to scroll…

    1 vote
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    0 comments  ·  Mobile  ·  Admin →
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  16. Wildcard search for MMS ID.

    When working in conjunction with Excel, pasting MMS ID will be limited by the floating point standard and truncate the the last 3 digits to '000'. Only just realised this, having wildcard search would allow me to at least more efficiently identify and retrieve the now corrupted MMS ID I've been pasting into Excel.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
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  17. Add Resource sharing requesting to block_request_if_not_loanable

    Currently blockrequestifnotloanable only includes holds and bookings for items we own. And digitization requests, if you are using that functionality and not doing the fill locally workflow. We use the fill locally workflow.
    A block on resource sharing requesting if people meet criteria of blockrequestifnotloanable block parameters, is essential. We are particularly trying to catch those with fees in excess of a certain amount who won't be able to check out the item they are requesting. With out it we will continue to see two types of behavior. users who cannot check…

    3 votes
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    0 comments  ·  User Management  ·  Admin →
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  18. Repository search for Users using Fine/Fee total sum field filter should include transfer fees

    Currently when search for users in the repository and filtering using Fine/Fee total sum field it only looks at users with fees with a status of active. The issue with this is that we have other configurations that include transferred fees in active fee field block and that leave transferred fees on users' accounts.
    By not including transferred fees when doing this repository search it makes it difficult to find users with transferred fees in real time. Analytics is nice but it is a day behind. It also means that the logical set I created to find users with active…

    2 votes
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  19. Please add notification about blocks in Primo when requests are not allowed for the item or patron

    This idea relates to Fulfillment configuration setting ‘Prevent Requests for Blocked Loans’ in the Alma May 2026 Release Notes (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/080General/Configuring_Fulfillment_Jobs#block_request_if_not_loanable):
    In our Sandbox we changed the parameter key ‘blockrequestifnotloanable’ from NONE to PHYSICAL, which indeed activates a block when a pratron is not eligible to request an item. But now we see that in Primo the Patron is not informed about the reason for the block, so he/she gets lost.
    Please add a setting that shows the user a specific notification about blocks in Primo when requests are not allowed for the item or patron…

    6 votes
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  20. Request to Add Bulk Pop-up Note Option to Update/Notify Users Job

    We would like to add pop-up notes to multiple patrons in bulk. However, there is currently no checkbox to add a pop-up note when running the job under:
    Admin > Manage Jobs and Sets > Run a Job > Update/Notify Users > Add Note

    At present, a pop-up note can only be added individually through:
    Individual Patron Record > User Details > Notes > Add Note > Pop-up Note

    It would be very helpful if a “Pop-up Note” checkbox could be added to the Update/Notify Users job parameters, allowing pop-up notes to be added to multiple patrons in bulk rather.

    12 votes
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