Alma
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579 results found
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Existing linked accounts need active lookup to update patron expiration date
In a consortium with shared circulation policies and privileges, linked accounts need an active lookup each time they are used so that expiration dates that may have changed since a user record was first brought into an institution other than their own, can be updated to ensure a user is still entitled to privileges at another institution.
We understand that the Alma Roadmap includes plans to bring blocks through on linked accounts using a network level block, but expiration dates are also important once a linked account is already created and is used again.
33 votes -
Develop a ‘sticky’ last search feature in the Repository search
We have staff in multiple roles, who use the repository search feature as part of their daily workflow. These staff run many repository searches a day, however, although people within a particular work area routinely use the same search parameters, across different work areas staff use a range of ‘standard’ search parameters.
We like to request that ExLibris to develop a ‘sticky’ last search feature in the Repository search. This would mean that Alma would ‘remember’ the way the Repository search was last configured, based on the user login. Our idea is that Alma would ‘remember’ a user’s most frequent…
3 votes -
In Repository Search, display "Due Time" field for checked-out items
The "Due Date" field already displays for checked-out items in a "Physical items" search but "Due Time" doesn't even though many institutions check out hourly items for which the "Due Date" field isn't really useful.
45 votes -
Allow more flexibility in Display Logic rules
We would like to be able to construct Display Logic rules that hide a service based on the absence of a service. Currently (7/8/2016), the structure of rules only allow hiding a service based on the presence of a service.
Case in point:
We provide unmediated Get It Now for a handful of publishers. Obviously, we do not want to offer Get It Now if a full text service exists. However, because Alma considers Get It Now to be a full text service (which is a discussion for another day), we cannot use a "hide Get It Now if full…109 votesCompleted as part of Alma January Release The display logic user interface was enhanced, offering more flexibility in defining display logic rules.
for more information please see Alma January Release Notes at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201901BASE -
Run a report of items by fund code in Analytics
A colleague wanted to know the usage stats for books he had purchased over a certain period of time. This would have been easiest by running a report including items, his fund code, and the relevant fiscal years. This is currently not possible - Dewey range reports inevitably miss some titles.
Can the Funds Expenditure and Physical Items SAs be made compatible?
8 votes -
Fulfillment: Send duplicate Lost Item Refund notice to the library staff
Program Alma to send a duplicate "lost item refund" notice to the library staff email/printer when a lost item is returned. This would be similiar to how Alma sends a copy of the cash receipt for fines paid to both the user and to the library staff.
When a lost item is returned to my library we need to know which patron returned the item so that we can remove the academic hold in our campus SIS system. Currently Alma only displays a message on the screen that indicates the ret'd item was lost--but messages on the screen are often…
3 votes -
test access of portfolio in CZ before activation
There should be a way to test access on a CZ portfolio without having to activate it in IZ first.
Currently, when looking for a portfolio to activate in the CZ, there is no way to test access or view the parse parameters until after the portfolio is activated. If it is not the correct portfolio, you then have to open the collection, go to portfolios, search for the title and then delete it. It would be easier if the link could be tested in the CZ before activation. (seems like this was an option in SFX?)64 votesIn order to assist with the decision of activating Community Zone portfolios, you can now view portfolio linking information from search results in the Community Zone tab. Previously in order to view the linking information of a Community Zone portfolio, you had to activate the portfolio.
For more information see Alma May Release Note at:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Make 245 $p, $n, $s, $k, $f, $g part of "Title" resource description when viewing/editing holdings and item record details.
Currently when viewing a list of holdings or list of items (and editing them) for a resource/bib in Alma, the $p -- a part/section of a work is not displayed in the resource description for the title. All you see is the main title of the work (245 $a), not the sub-name designation of the part/section. You have no way of knowing which work you are viewing or editing, unless you know the call number specifically.
Example, I have 4 records that are all "The advertising red books" title, but each one is a different part/section of the work. If…
164 votesThe resource description in the headings information for the Record View, List of Items, List of Holdings, the Physical Item Editor, and single holdings was expanded. Also, the resource description was expanded in the MD Editor holdings record header. The resource description now includes the a, n, p, h, b, f, g, k, and s subfields of the MARC 21 / KORMARC 245 field and the a through i subfields of the UNIMARC 200 field.
For more information please see August Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Freeze navigation and tabs in Ama search results view
Currently in a list of search results, when viewing records in a list below what appears on the first screen, we have to scroll back up to the first screen of results to navigate, enter an new search, etc. If the navigation sidebar, tabs, search boxes, etc. were frozen when scrolling, similar to Excel, it would save searchers time.
8 votes -
Include MMS ID in Excel output from Manage Sets Results pages
The MMS ID is essential information when dealing with spreadsheets of records, and yet it is missing from Excel output of lists of sets and search results. Please include the MMS ID in all output Excel spreadsheets of Repository records.
33 votes -
Add Proxy Users to "Users" subject area
Adding Proxy Users to analytics would allow us to search for users that are proxies to another user, and also users that have proxies for themselves.
This information isn't completely available within Alma, and it seems like an oversight that it's also unavailable in Analytics.
63 votesThe User Details subject area has been enhanced with the following improvements:
You can now create reports with fields from different folders as is possible in other subject areas.
The User Measures dimension was added, which contains measure fields relating to the number of users.
The following fields were added under the User Details dimension:
Cataloger Level – the cataloger level of the patron
Patron Letters Opt In – the letters for which the patron has opted in
Patron Letters Opt Out – the letters for which the patron has opted out
Has Role Other Than Patron – indicates if the patron has a role other than Patron
Has Role Other Than Patron and Instructor – indicates if the patron has a role other than Patron and Instructor
Is Blocked – indicates if the patron is blocked
The Proxy For dimension was added, which contains fields that indicate for whom… -
Find and Manage Users by User Group
Add the ability to find and manage users and create user-based sets based on User Group.
499 votesAs part of the Alma July 2020 release “Advanced Search for Users” feature, new search options have been added for searching user records. The option to run advanced searches has also been added. One of the many new search indexes is the User Group.
Search results may be saved as a users set.
For more information, see https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes_Included_Material/2020_RN_07_Main#Advanced_Search_for_Users
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LC call number search and index
LC call number should support indexing all valid MARC fields as mentioned in http://www.loc.gov/marc/bibliographic/bd050.html and not only 050$a or local 090$a fields.
It should index also $b and than enable to search for full LC call number, of course this should reflects also in the holdings level (i.e. $h,$i etc)25 votesThe LC call number search index is now enhanced and includes more fields.
For more information, please refer to the Alma May release notes and online help.
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Less Scan In operations
Despite the fact that Work Orders (WO) can be linked to a Circulation Desk, working with Work Order Departments and Circulation Desks in a same session can still cause many Scan In operations for the staff.
There might be indeed several scan-in operations before an item becomes finally indicated as available (on shelf) on Alma/Primo. This is particularly the case for smaller libraries or library branches when most of the operations are made in the front office, at the library desk itself.
We would like to reduce the number of scan-in operations so that for example at the end of…
70 votesAs part of the November release you can now set relation rules between libraries so that transit for reshelving will not be required between certain libraries, departments, and circulation desks. This reduces redundant work effort by not automatically putting items in transit for reshelving when the libraries are close to each other. This does not affect other transit types, such as hold shelf, work order, and processing.
A new link, Reshelve Without Transit Rules, is now available in the Fulfillment configuration menu. By default, a rule is created with no input parameter and an output parameter set to false to maintain current functionality.for more information see: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Library?mt-draft=true#Configuring_Reshelve_Without_Transit_Rules
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Make 245 $p, $n, $s, $k, $f, $g part of "Title" criteria in Analytics &/or make them available as separate criteria
Currently, the Analytics criteria “Bibliographic Details – Title” returns the 245 $a and $b in combination. This leaves out a good portion of the information needed to distinguish titles in series or parts from one another. Works of classical music are another area which require information from the other subfields for clarity. In the case of many archival materials, the current results leave the title field completely blank or skip many records, as there is no data recorded in either 245 $a or 245 $b. (Please see the attached file for examples.)
In order to use these reports in any…167 votesThe Title (Complete) field was added to the shared Bibliographic Details dimension in every subject area in which it appears. It includes the information from MARC field 245, subfields $p, $n, $s, $k, $f, $g.
For more information see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
receiving note - sizable
It would be terrific if we could resize the Receiving Note field when we are editing, just as you can with the POL note fields.
5 votes -
"Save and dismiss" button in "Manage EDI Tasks"
In the "Manage EDI Tasks", when using the "Update Expected Receipt Date" action, updating the date and clicking on "Save", it would be great the concerned line would automatically be removed from the list without having additionally to click on "Dismiss". A new function button like "Save and dismiss" would be helpful.
263 votes -
Change physical items job -- adding notes
The Change physical items job allows you to add Internal notes 1-3 or Statistical notes 1-3 by REPLACING any notes that already exist in that field, but not by adding the note IN ADDITION TO already existing text. This option needs to be added. Also, the current job allows you to skip records that already contain notes in your selected field but a "successful" run does not report out which records were SKIPPED as a result.
402 votes -
Include "Quantity for Pricing" in EDI for ebook POLs
It is currently not possible to send the correct quantity to the vendor via EDI. When EDI is sent for POLs of type "Electronic book - one time", the quantity field in the EDI is always 1, even if the Alma POL has a different Quantity for Pricing value. We often need to order multiple "copies" (i.e. sets of access credits or user licences) for an ebook, but only want 1 portfolio on Alma.
Please consider using the "quantity for pricing" in EDI for electronic - one time POLs.225 votesThe PO Line information is enhanced when sent with EDIs.
For more information, please refer to the Alma May release notes and online help.
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Add Transit Information to Analytics
In order to track materials traveling between libraries, it would be extremely helpful to have transit information such as Transit Date, Transit From, and Transit To included in analytics.
8 votes
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