Alma
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579 results found
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Customize the New Patron Registration form
We would like to customize the New Patron Registration form to hide the fields that we do not use, such as Gender, Job category, and many others.
It would also be nice to have templates so that selecting a user group might display specific fields, the same way that choosing "User has institutional record" causes the password field to disappear and Owning system dropdown to appear.
480 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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Ability to Relink Holdings of In Process Items
I would like the ability to relink holdings for items that are in process. When preparing a new item in Alma, sometimes I need to relink a holding to a different bib record. Currently, Alma does not allow this unless the item is in place and gives the error message “The item is not in place and there are requests registered for this item. Please handle the requests before {0} this item.” I would like to attach the holdings to the correct bib record before putting the item in place. It would be helpful if Alma allowed relinking to occur…
40 votesAs of Alma December release you can re-link holdings to a different bib, even if there are some item requests on this bib.
For More information please see Alma December Release Notes -
limit results by location facet in physical title repository search
Ability to narrow search results by location in a physical titles or physical items results screen.
Currently we can limit by material type, language, publication year and resource type.
40 votesAlma now support sorting by “Physically At” location of the user in:
Metadata Editor Holdings 852 $b
“Libraries” Facet in Physical Item search
Holdings list in the “Physical” drawer in Physical Titles searchTo enable this new sorting, set the sort_library_by_relevance customer parameter to True
For more information see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes_Included_Material/2021_RN_08_Main#Support_for_Libraries_Sorting_by_.22Physically_At.22_Location -
Add a policy copy column in the list of items
When we are searching for all titles we cannot find in the list of items the related item policy so if we have to check the policy of a copy we have to select action and select view to view the related policy. Adding a column with the related policy in the list of items would be quick and useful.
201 votesMaterial type, item policy, and/or copy ID were added to the following areas:
Item List page
Physical Item Editor
Physical items repository search results
List of Items accessed by clicking the No. of Items link in the Holdings tab of the “Held By” Details page (for a member search in the Network tab)
data exported (the copy ID) to a CSV file when exporting physical items
the item list presented when selecting Bind Items from the List of Items page
the Manage deleted repository page -
Function of generating license report
We are trying to generate a report (either via Analytics or from a Set) of License fields in the License Terms tab (specifically the Authorized Users fields - Authorized User Definition and Local Authorized User Definition). Neither Analytics nor Sets seem to report on the individual fields - even a Tools - Export to Excel would be useful.
22 votes -
Eliminate display limit of 25 portfolios in Primo
Eliminate the display limit of 25 portfolios in Primo, or at least look at all of them so the ones we have set to so you can apply the Online Services Order. Allow libraries to set their own limit, should they choose to do so, and allow them to set the portfolio order for individual journal titles when they would like to deviate from the default display.
Look at for example the title: Foreign affairs. There 35 portfolios for it. You block JSTOR from even displaying, even though we have it listed as 4th in our Online Services Order.
13 votesThe Link Resolver View It (which presents context-sensitive electronic services) can now show more than 25 services using a new Show All option
for more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Ability to assign Resource Sharing Borrowing Requests
There is currently the ability to assign Resource Sharing Lending Requests, but not Borrowing Requests.
This would be a useful feature- it would ensure there is no double handling across different campuses, certain requests can be escalated to a manager if they require approval, and once a request has been processed up until a certain point it can be placed back into the unassigned list until further intervention is needed.23 votes -
Customize display settings
Parts of Alma are difficult to read. I would like to see more space between lines of text, more contrast between font colors, larger type, etc.. It would be nice if each user could customize their display settings.
28 votes -
Tableau access to Analytics (Alma & Primo)
Hi ExLibris
A number of institutions use Tableau (market leading BI platform) for Library Analytics
It would be awesome if ExLIbris would open/allow Alma & Primo Analytics to connect with Tableau (or other similar BI tools)
Currently Tableau can connect with Oracle BI (OBIEE) (which Alma/Primo Analytics use) but we need the connection
details and network access - refer documents below• https://www.youtube.com/watch?v=4WKBtLB1W5o
• http://kb.tableau.com/articles/knowledgebase/tableau-and-obiee
• https://www.biconnector.com/ExLibris users: Please post in the comments below if you use Tableau - or if you use a similar tool for Library Analytics please post the details
Cheers
Justin Kelly
Swinburne31 votes -
Ability to add more than one POL to an electronic collection
Need the ability to add more than one POL to an existing electronic collection. We do have a work-around of cross-referencing the POLs, but it doesn't really work well. We would like to see both orders listed when viewing 'More Info' on an electronic collection
12 votes -
Add fund information dimension to physical items dimension and vice versa in Analytics
Need location and call number details when reporting by fund expenditure. Also need the information to generate reports for spending by individual departments as we have centralized ordering.
Support ticket #00195690
4 votes -
Adding ability for reporting based on 008 holdings field
I would like to see the ability to have reports based on 008 fields specifically method of acquisition (purchase, gift, depository,etc. ), retention coding and lending policy.
3 votesThis has been completed in August 2020.
This is from the August 2020 Alma release Notes:August 2020 Analytics
Holding Details: BIB 008 MARC – the contents of the 008 field of the MARC holdings record BIB LDR MARC – the contents of the LDR field of the MARC holdings record Bibliographic Details: BIB 008 MARC – the contents of the 008 field of the MARC bibliographic record BIB LDR MARC – the contents of the LDR field of the MARC bibliographic record Government Publication – the government publication type (for MARC 21 this is based on MARC 008 pos. 28) Form of Item – the form of the item (for MARC 21 this is based on MARC 008 pos. 23)
idea exchange Idea Exchange
The following fields were added to Holding Details > Physical Items and the Bibliographic Details dimension:In August, the above fields appear in the “Bibliographic…
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Better way to easily identify suppressed bib & holdings records
Currently, it is not possible to quickly identify suppressed holdings records. It is not unusual to have an unsuppressed bib, with one or more suppressed holdings. Would it be possible to place use an icon next to the holdings records on repository search results (similar to what is used for suppressed bibs), or, to use different color coding of the background and/or text? At the very least, the MARC simple view should indicate a holdings record is suppressed, either with wording, an icon, or a color differentiation. (Color differentiation was introduced into Voyager several years ago, and it worked great.)…
29 votes -
Add the option to display call number in all work benches in circulation and in all relevant user notifications.
Many libraries are using call numbers as a primary identifier in fulfillment workflows and in communication with the users.
61 votes -
Retain Statistical Identifiers
Right now when you have all the Anonymization jobs set to run, only four elements remain in a checkout history of an item related to the patron details: User Group, Job Category, Record Type, and Account Type.
This makes the use of the Statistical identifiers not very effective to measuring checkout usage with them. We have them currently set to be the user's major/department. We would like to know usage by major/department, but cannot get this information with Anonymization jobs turned on.
Any chance the Statistical Identifiers could also remain in the loan history in Analytics.
16 votes -
Booking calendar - hourly
We would like to enable users to book rooms and equipment on the hour / half hour. Booking to the minute, as in the current booking calendar, is not suitable. Would it be possible for an alternative calendar to be made available or to have the facility to modify the existing one?
35 votesA new booking policy in the Terms of Use, Booking Resolution, allows you to define the allowed resolution of your booking request
Available only for Primo customers
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
Have the Proxy For setting available for placing Requests.
Currently our incarcerated students have their requests put into a spreadsheet that is sent to the Off Campu team. They then have to process the request (sometimes having to spend time finding the correct item or call number) and then process the request. It would be much more efficient if the Proxy For function could be expanded to include the placing of requests, which would then place the items on the Pick from Shelf list for collection and processing
88 votesA new type of proxy user has been introduced as part of Ala December release, that will function as an extension for the sponsor user: Fulfillment proxies will have a proxy account (separate from their personal account, if exists), with which they’ll be able to log into Primo or Primo VE, place hold and resource sharing requests on behalf of their sponsor user, follow up on these requests, be notified when they reach the hold shelf, and check out items on behalf of the sponsor user.
For more information please see Alma December Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Remove "material type" and "term of use" fields on the request form
We don't need "material type" and "term of use" fields on the request form. They are not mandatory fields and we think it is a waste of time for our patrons to fill them in. Find more details in the attachment.
1 vote -
Allow creation of shortcuts to Alma menu items on personal dashboards
Allow creation of shortcuts to Alma menu items on personal dashboards.
For example our fulfillment desks would like a shortcut to manage patron services and return items to remove the need to select from the Alma menu - quicker workflow.
I'm sure there are other examples.
8 votes -
Creating itemized sets using file upload and OCLC numbers
Currently, when we create an itemized set by file upload (also known as "Adding Itemized Sets"), the file upload option only includes MMS ID, PID, Barcode, Item ID, Portfolio ID, or PO line reference. If I have a file of MARC records from OCLC or another vendor, it would be nice to run the OCLC numbers through Alma to see how many titles are currently in Alma. At this point in the process, we don't have an MMS ID. If we could use a list of OCLC numbers, this would allow us to create a set of records based on…
31 votes
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