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678 results found

  1. Add a "back to repository search" button to reduce the number of clicks

    Frequently when editing bib, item and holding records, we are forced to press the back button multiple times just to get back to the results list of the initial search. We have to retrace every step just to get back to the original search screen.

    It would be helpful to have a back button that does not merely retrace steps, but takes you back to the initial results list and repository search screen, thereby eliminating several clicks that add up to hundreds of clicks in a day.

    144 votes
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    6 comments  ·  Resource Management - General  ·  Admin →

  2. 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
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    Completed  ·  2 comments  ·  Resource Sharing  ·  Admin →

  3. 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
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    Completed  ·  2 comments  ·  Other  ·  Admin →

  4. 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
    Swinburne

    31 votes
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    Completed  ·  3 comments  ·  Analytics  ·  Admin →

  5. 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
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    Completed  ·  3 comments  ·  Acquisitions - General  ·  Admin →

  6. 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
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    Completed  ·  2 comments  ·  Analytics  ·  Admin →

  7. 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 votes
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    0 comments  ·  Analytics  ·  Admin →
    Completed  ·  AdminYoel Kortick (Senior Librarian, Ex Libris) responded

    This has been completed in August 2020.
    This is from the August 2020 Alma release Notes:

    August 2020 Analytics
    idea exchange Idea Exchange
    The following fields were added to Holding Details > Physical Items and the Bibliographic Details dimension:

    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)

    In August, the above fields appear in the “Bibliographic…

  8. Customize Alma search indexes

    We would like to customize the search indexes in Alma for all MARC21 fields (not just localized fields). For instance, in the Alma advanced search > all titles > "Title" > we would like to change to "245 (Title)" to make it easier to identify the MARC21 field we want to search.

    98 votes
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    0 comments  ·  Resource Management - General  ·  Admin →

  9. 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
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    Completed  ·  4 comments  ·  Resource Management - General  ·  Admin →

  10. 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
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    Completed  ·  6 comments  ·  Fulfillment - General  ·  Admin →

  11. 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
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    Completed  ·  6 comments  ·  Analytics  ·  Admin →

  12. 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 votes
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    8 comments  ·  Fulfillment - General  ·  Admin →

  13. 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 votes
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    5 comments  ·  Fulfillment - General  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    A 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

  14. BATCH JOB TO CREATE ITEMS

    We need a batch job to add items to existing holdings records. During migration we did not realize the importance of having items for display in Primo. One of our locations shows (0 copies, 0 available) when we do have non-circulating copies.

    132 votes
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    Completed  ·  13 comments  ·  Resource Management - Physical  ·  Admin →

  15. 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
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    Completed  ·  1 comment  ·  Fulfillment - General  ·  Admin →

  16. 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
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    Completed  ·  3 comments  ·  Other  ·  Admin →

  17. 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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    Completed  ·  3 comments  ·  Resource Management - General  ·  Admin →

  18. Pop up user notes

    Currently, we only have block notes pop up when scanning patron ID in "manage patron services". It would be lovely if a specific user notes (which can be added manually by staff) like "circulation" notes can be popped up to warn the staff like the patrons' email address is incorrect or this is a distance student etc. Please feel free to ask more question re this idea

    99 votes
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    26 comments  ·  Fulfillment - General  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    User notes can now be defined to appear as pop-up notes in Manage Patron Services so that the librarian can inform the patron of any important messages. When a user note is created, a new check-box is available, Pop up note. When selected, the note will display as a pop-up window when the operator enters Manage Patron Users. If a block message also exists for the user, both messages will display in the same pop-up window.
    For more information please see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes

  19. Handling books on the shelf that didn't get checked in

    When a book on the shelf was accidentally not checked in and another user brings it to the desk, it clears the original checkout and adds a fine without generating a message to let us know. In most cases, we would waive those fines, since the book had obviously been returned. We would love to see a pop-up when that happens so we can go and waive the fine on the previous customer's record

    42 votes
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    2 comments  ·  Fulfillment - Loans  ·  Admin →

  20. list more than 20 items on screen

    I want to be able to have all items in a record on one screen, not 20 items split up on separate pages. For a number of reasons, one being:
    When creating a set when I click "select all" it only actually selects the first 20 items. If I want to actually add all items in the record I have to go back and forth adding them 20 at a time.

    36 votes
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    Completed  ·  4 comments  ·  Resource Management - General  ·  Admin →
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