Alma
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1690 results found
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Subtotal multiple allocated fund values on an invoice (for multiple invoice lines)
We often use multiple allocated funds for different invoice lines on the same invoice. When I am trying to compare with our financial system, I have to manually subtotal the amounts per fund to make sure it matches the cost center values. If the subtotal of all allocated funds used on an invoice (different invoice lines) could be present on the invoice lines tab or summary tab, that would be very helpful.
1 vote -
Don´t share locations when working in Alma in multiple tabs in the same browser
Since May 2024 Release it is possible to work in Alma in multiple tabs in the same browser.
Multiple tabs functionality works
.) in the same Alma environment
.) for the same logged-in userThe aim of the new feature is to enhance productivity and efficiency by enabling users to simultaneously work on multiple workflows.
However, it is not possible to be logged-in at two different desks/departments at the same time which would be necessary to really make working in Alma more efficient and to e.g. reduce mistakes when scanning in items.
You might be working at the circulation desk…17 votes -
Add OCLC number option to Borrowing->Create a Request ->From Search->External Search->World Cat
In the Borrowing->Create a Request ->From Search->External Search->World Cat
can OCLC number be added to the field options? This could greatly enhance matching for specific items.3 votes -
Mail Handling Integration - In September 2025 Microsoft Exchange Online to retire Basic auth for Client Submission (SMTP AUTH)
Are there plans for supporting more modern authentication methods (e.g., oauth2)?
I imagine that there are quite a few customers that use Microsoft Exchange (office365) as a relay and will be affected by the retirement of basic auth for Client submission. What, if any, are your plans for handling this?
Thank you
Related article:
4 votes -
Autoload collections – Better identification
Autoload collections are not always clearly identified in Alma. The default name of the collection does not always mention this information and there is no specific tag which can be searched or displayed in the CZ releases reports. This can be the source of useless changes by EIO or creation of cases.
We do not want to add terms like ‘AutoHoldings’ or ‘Autoload’ in the public name of the collection as this is not an useful information for end-users on Primo.It would thus be very useful to tag these collections with the mention ”Autoload” in the Alma collection search…
50 votes -
Add read-only parameter to Users > Role
In the Users subject area, you can report on roles, but not if a role is read-only. This means that reporting on who has administrator roles is very confusing and implies more access than may actually exist. That value needs to be added to this subject area.
4 votes -
Free text box in request forms
In the same way that there is a generic tick box built into all of the request forms, it would be useful to have a generic input box where we can request additional information about the request without having to contact them afterwards (such as purpose of loan).
9 votes -
Search and replace
It would be useful to have a feature like job that allows you to work on substrings, a sort of search and replace of a part of a part of a string. From what I understand, with jobs I can set or delete values but I cannot work on the contents as substrings.
1 vote -
Order it : additional fields for the bibliographic record
an LC created with Order it generates a bibliographic record with a single description field: Title.
It would be interesting to have additional fields: ISBN, Author, Publisher, Date of publication.24 votes -
Be able to restrict certain libraries to particular user groups only
We need to restrict who can access one of our libraries by user groups. We need to restrict one of our libraries to only be used by users with a certain user group. We want to restrict who can collect a hold request by user group for one of our libraries.
3 votes -
Customize letter to allow for item-replacement_cost
Add @@itemreplacementcost@@ to Ful Lost Loan letter and also Courtesy letter to motivate students to return expensive items. Currently if the label is not listed as a @@label@@ then I would
not be be able to customize letter as needed.2 votes -
Please add restrict request function for fulfillment network requests in Primo VE between institutions.
We are a library consortium facilitating interlibrary loans through a fulfillment network with Network Zone, rather than AFN.
It allows patrons to find items from other institutions directly and request them. Our goal is for patrons of Institution A to use Institution A's Primo VE to request books from Institution B.
If Institution A has the book available for borrowing, requesting the book from Library B will not be possible.
Implementing the above feature in Alma to restrict requests in this manner would not only save shipping costs but also reduce waiting times for patrons.
We previously submitted this requirement,…
127 votes -
Display of the 1,000 most recent linked data records in Alma and Primo
It is not possible to display all linked data records since the number is limited to 1’000. For better user convenience, at least the 1’000 most recent records should be displayed and not the 1’000 oldest or randomly selected records.
Especially in the case of journals and monographic series that have been published for a long time, 1,000 linked records are not uncommon and the most recent ones are usually of interest.12 votes -
l.walton@westernsydney.edu.au
Currently it is not possible for locally created collections to be displayed in Primo under the Collection facet. Please consider mapping this facet to local collections
3 votes -
Ability to Set "Current Year" Embargoes
In Alma, coverage settings for embargoes assume a "moving wall" style of embargo where new content is available every month. However, some periodicals operate on the basis of a "current year" style of embargo where coverage is fixed throughout the year, and only rolls over in January.
Currently, our only solutions to manage a "current year" embargo are to either set a shorter embargo, meaning unlicensed content would be discoverable in Primo or to set a longer embargo, meaning not all licensed content would be discoverable in Primo.
We'd like to see functionality that would allow us to set fixed…
17 votes -
Add "License Type" filter
Under the licenses tab, you're able to view all licenses and amendments that your institution has created. There are currently two filters: "Status" and "Review Status".
It would be helpful if there was an additional filter for "License Type" so that we can filter the list down even further to view only Licenses or Amendments. Some of our licenses come with a TON of amendments, and it's not always ideal to see licenses across multiple pages when I may need to review things regarding our Master Licenses.
1 vote -
Booking request - possibility to configure a blocked period
We are using the booking request for technical equipment which has to be prepared for lending previously. We want that an item can not be booked shorter than 3 days in advance, so the team is able to prepare everything. This ist not configurable yet.
27 votes -
Add the "Assign selected" option to In Review Invoices and unassigned Purchase, Lending and Borrowing Requests
Since the introduction of the New unified PO Line Task list, we can bulk assign PO lines using the "Assign selected" option. This is very useful.
We would also like to be able to do this for unassigned invoices and requests in review (Purchase Requests, Lending Requests and Borrowing Requests). Currently, we can only assign invoices and requests one by one and this may sometimes be time consuming.
Specifically for our invoices, many of them are created by EDI, and this "Assign selection" option would be very helpful to quickly assign them to the appropriate invoice operator to finalize their…
43 votes -
Provide fulfillment configuration utility information in an API response
Currently, testing configurations requires manually pasting information into the Fulfillment Configuration Utility and then reviewing output.
It would be much more helpful if an API could accept a list of users and barcodes and return the output of the fulfillment configuration utility - names of the matched rules, or names + policy values. That would allow for much more robust and efficient testing of configuration.
3 votes -
Make headings and descriptions editable for PO Lines without Inventory
It is possible to create a PO Line without inventory by using the "Order without Inventory" option in the Acquisitions area of Alma. When creating such an order, Order Heading, Alternative Heading, and Description are all required fields. However, these fields are not editable after the order is created, so if you make a typo or there is a change to the name of a service (or whatever it is you are ordering), it is not possible to update that information in the heading. Ex Libris should make these fields editable after the order is created.
10 votes
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