Alma
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567 results found
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Show / Hide Email Type and Address Type values (e.g. Alternative etc.) from Register New User menu
It would be useful if we could show or hide some Email Type and Address Type values (e.g. Alternative etc.) from the Register New User menu.
Actually those values sometimes generate problems in our API connecting Alma with our Human Resources system. But in general making them disappear could help in making the form for registering a new user more customizable and, if needed, simpler.3 votesIt is now possible to configure the fields that appear in the Patron Registration and the Edit User Info (from the Manage Patron Services page) forms in Alma.
The new option makes it possible to configure a form that is fine-tuned to the library's needs and manages only the information the library wants to manage.
For more information see August Release Notes
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Make MMS ID into a clickable link in brief PO line display
It would be great if the MMS ID in the brief PO line display is clickable so that we can click on it and navigate directly from the PO line to the bibliographic (bib) record.
Currently, the MMS ID is viewable in the brief PO line display but is not clickable. In contrast, the number in the Orders field within the brief bib and inventory display is clickable and we can thereby navigate directly from the brief display to the PO line(s).
In the attached document, please find an example.
1 vote -
Add ability to save checkbox "Update Net Price according to item quantity" to PO line templates
The February 2022 Alma release brought an improvement in correspondence between the number of items ordered and quantity for pricing (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2022/Alma_2022_Release_Notes > Enhancements to the PO Line Pricing Section).
We are happy, that the enabled checkbox updates the quantity for pricing amount automatically and that the checkbox is enabled by default and can be disabled in the configuration menu.
However, we would very much appreciate the ability to save the checkbox-setting in the PO line templates. This way, if the checkbox is enabled for the whole IZ, it can still be used disabled by individual libraries by saving it…
44 votes -
Exclude cancelled or closed POLs from the search results
When you are searching for POLs, you are able to select one facet pertaining to the POL status to narrow down your results. What would be more helpful is if we could EXCLUDE search results based on a selected facet. For example, selecting a facet to remove all "Cancelled" POLs.
3 votes -
DKIM for institutional domain
Allowing DKIM creation for institutional domains. Currently, ExL cannot generate DKIM keys for those institutional domains and allowing us that option will better serve our patrons.
79 votesEx Libris platform products now support DKIM digital signature for outgoing emails.
For more information see the online help page in addition to a Developers Network technical blog Outgoing emails configuration
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Display “Created by” field for all Notes tab notes
When we use the APIs to update a record, the “Updated On”, and “Updated By” fields on the Notes tab are overwritten with today’s date and “API, Ex Libris”. (This behaviour occurs regardless of the record type.) While we love the ability to use the API to update fields in our Alma records, we feel it’s misleading for these fields to show as having been updated when no update actually occurred.
Per Ex Libris, this is the expected behavior: when we have a list of something, the PUT API replaces them all by deleting them and then recreating them according…
20 votes -
Display all related records instead of 500
When looking for related records (Brief results list > Other > Related records), only 500 titles are displayed.
Especially when working with series/journals with many issues, monographs, or analytical records, having all related records would simplify the daily work.70 votes -
Allow same-day booking with "days" booking resolution.
We are testing the use of "days" booking resolution, as opposed to minutes. We notice that when patrons try to place a same-day request, they get the error: "Date must be in the future." This probably makes sense for some institutions, especially without a "lead-time" setting to provide buffer time. However, we have a collection of AV equipment that students can book same-day.
This already works fine when staff make a same-day booking request in Alma using "day" resolution; the error only occurs when patrons try to do the same in Primo. I'm not sure if the necessary change would…
2 votesIn the April 2024 release, same-day booking is allowed.
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New Label "Invoice" for Address Types
We would like to have the possibility to choose a specific label "Invoice" as address type. This would be used for institutional accounts as some of them have an additional Invoice address which is different than the "Home" one. Having such a label could be used for harvesting data to an external billing application.
Thank you very much!108 votes -
Alma Video Tutorials
When any updates in Alma are implemented, I would like to see the video tutorials updated to reflect those changes. The video tutorials are extremely helpful in training new and existing staff or users. However, some of the information in the current video tutorials do not necessarily reflect new changes, updates, functions, modifications, locations (of the tabs), some of which have been relocated.
1 vote -
Display both active (payable) AND accruing fines/fees at the main page and at the fines/fees tab of a user’s account
The current main page and the fines/fees tab of a user’s account do not show the balance of the accruing fines to the circulation desk operators. The fines/fees tab doesn’t include the information of the loans that have accruing fines on them, and this confuses both circulation desk operators and clients. Circulation desk operators should be able to see this information easily and they should be able to give exact information to the library patrons about their fines/fees. Now this information is on several lists of loans and returns and the operator cannot see the accruing balance anywhere. (see Figure…
179 votes -
PO line type - able to change from Electronic one time to Physical one time.
So we are a separate special collections library within a larger university. Our records are separate from the university libraries. We have no electronic records. In the migration over a thousand of our order records got caught up in P2E and got changed from Physical one time to Electronic one time. I was informed that in order to fix this back, I would have to cancel re-imput the records which would result in invoices being sent out again.You can create a set and run a job to change physical one time records to electronic one time records but not the…
4 votesIt is now allowed to change the PO Line type.
For more information, please see the documentation in the Developers Network https://developers.exlibrisgroup.com/appcenter/switch-po-line-type/.
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Allow Online Services Order to include electronic collections with public name overrides
Currently the Online Services Order documentation includes the following note: "This feature will not order electronic collections that have a value in the Public name (override) field. To use this feature, you must remove the override." Overrides are important for simplifying Primo/Primo VE display so that users are not faced with overly complicated resource descriptions. Online Services Order is a critical tool for improving linking behavior. We need this tool to accommodate electronic collections with public name overrides.
70 votesPublic name override was not taken in consideration in the online services order sorting, this issue is fixed as of Alma January release
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Handle Identifier support in Alma
Alma provides limited support for permanent URLs through Handle.net (CNRI). We propose that Ex Libris provide the same level of support for Handle URLs in Alma Digital as they do with Esploro customers.
The only documentation for producing Handle URLs in Alma is this blog entry on the Developer Network site:
https://developers.exlibrisgroup.com/blog/generating-a-handle-persistent-identifier-in-alma/According to the article, an institution must install their own local Handle server to create and register Handle urls. Alma does not communicate with the handle server directly via its API. Instead, institutions that use Handle have to set up a FTP/SFTP site to receive the Handle URLs…
22 votesHi,
Functionality has been added, to allow registration of Handle PIDs in an Ex Libris hosted handle server. See further details - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Digital_Resource_Management/020Configuring_Digital_Resource_Management/Configuring_Persistent_Handle_Identifiers_for_Digital_Resources
Thank you,
Daniel
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Create 'View Analytics' role
Some of our library staff need to be able to view Analytics dashboards that we have set up for them in Alma but don't need to be able to do anything else in the system, so even a role such as 'Circulated Desk Operator - Limited' gives them options that they don't require. It would be useful to have a role available that allows staff to see the Analytics menu and the Reports section of that menu, but nothing or little else. That role could then be used as the basic role for making Analytics dashboards visible to staff, with…
65 votesCurrently, Alma allows analytics admin to share direct links of reports/dashboards with anyone in the user list.
For more details, please see here
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Collection level access model setting
Please create a setting where we can choose the ebook access model at the collection level. We have many ebook collections where we know everything in them is the same access model, usually unlimited (UA). It would be helpful to be able to set this at the collection level so every portfolio in that collection will have the access model display in Primo.
97 votesAs of February 2024, users can define an access model at the collection level where all portfolios inherit. This is particularly beneficial for libraries with auto-activated collections, as it ensures that each new addition seamlessly inherits the access model.
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Add 'Renewal Note' to Analytics
We use the 'renewal note' field on the POLs of our journal renewals. We then use Analytics to create lists of titles to be worked on and annotated as we make decisions on renewals. However, it's not possible to add the 'renewal note' to a report from Analytics, and hence we can't get all the relevant information easily into a single report. Please can this field be made available?
18 votesCompleted as part of the Alma February release:
The Renewal Note field was added to the PO Line dimension for every subject area in which it appears. It displays the note of the PO line renewal for continuous orders.
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Export Note to vendor into Excel
We noticed, that when exporting a number of POLs to Excel (for example from the claims list, but also from regular search results list), the "Note to vendor" is not exported.
This field would be very helpful for manual claiming.
Is there any way, you could add this field to the export-function?156 votesAn option to present the "Note to vendor" is added to the file exported to Excel when exporting a list of PO lines (Export all fields).
For more information please see Alma May Release Notes
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Add a loan time parameter in XSL similar to new_due_date_str
I was following the tutorial labeled "Letters - displaying the due date hour and a time zone related message in the fulfillment courtesy notice" located here: https://knowledge.exlibrisgroup.com/Alma/Training/Extended_Training/Presentations_and_Documents_-_Letters i was using the newduedate_str option for a lost loan letter and it worked for the due date but not for adding a time to the loan date. I discovered there isn't a way to add the time the item was loaned out like you can with the due date. This is sometimes useful information for patrons when they are trying to track down an item they have lost.
8 votesIn courtesy letters, a new field element for loan date now includes time.
For more information please see Alma May Release Notes
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Ability to track changes made to all fields on Electronic Collection record history tab
Presently, only changes made to some fields in an electronic collection record are tracked on the Electronic Collection Record History tab. For example, if I enter text in the Description field on the Electronic Collection Description tab, the History tab shows a "Modification Date" but does not indicate what field was modified. If I change the Access type field on the General tab, the History tab does not record that any change was made.
The usefulness of the History tab is greatly reduced if not all field changes are tracked. It is more difficult to trust the system or to…
89 votesChanges in “Access Type” and “Description” fields are now being tracked in the History tab of the Electronic Collection.
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