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679 results found

  1. Add User Statistical Categories as a Parameter in Fulfillment Units Rules

    We would like the ability to add user statistical categories as input parameters when configuring Fulfillment Units. This will allow us to apply additional terms of use (TOUs) to certain subsets of User Groups.

    Right now, we are able to configure Fulfillment Unit rules based on User Groups (i.e. Student, Staff, Community Member, etc.). However, there are certain subsets of users within these groups (for example, a student that is part of a scholarship program, learning community, or major) that we would like to apply different TOUs to. We can identify these users with Statistical Categories and if we could…

    29 votes
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  2. Set default payment type for circulation desk

    We would like the ability to set default payment options for our circulation desks. We currently use the cash option for our student campus payment system since we do not have the ability to add custom payment types and we do not actually accept cash anymore so we use that but cash is showing as the "default" option from the payment area and most of our payments are credit card so we would like to set credit card as the default payment option.

    3 votes
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  3. Enable Alma collections items linked to logical sets to be updated as the set changes

    Currently it seems that Alma Collections can only be updated by manually adding individual items or adding items from sets. If the set is a logical set, as new items that fulfill the set search criteria are added, could they also automatically update the Alma Collection. This would save having to manually maintain Alma Collections to some degree.

    566 votes
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    It is now possible to define a logical collection based on a logical set of titles. The collection will be updated daily based on the changes in the set. Ad-hoc updates to the collection are also possible if required.

  4. Title search - index the 245 field on its own

    My library catalogs most new material according to the international cataloging standard, Resource Description and Access (RDA). One requirement of RDA is that each work is given a unique access point. When cataloging a new work, our catalogers must search our database to determine if their 245 field value (subfields a, n, p) is unique. This is impossible for them to do with the out-of-the-box search fields in Alma when their title is only one or two words long because the Title field searches 38 MARC fields and over 100 subfields. In our database, a basic title search of the…

    24 votes
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  5. ORCID

    More and more government agencies require researchers/scientists to have ORCID iD when they apply for government sponsored research. But ORCID iD is for real world object. Please use $1 real world object for ORCID iD for Alma search indexes for MARC21 100, 600, 700 fields. The current Alma search indexes incorrectly support $0 for ORCID iD in MARC21 100, 600, and 700. This error needs to be corrected.

    44 votes
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    1 comment  ·  Linked Data  ·  Admin →
  6. 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 votes
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    It 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

  7. 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
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  8. 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
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  9. 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
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  10. Alma collections: Allow to add from network zone

    Our Alma consortium shares a common network zone. On the local institution level, we are building Alma collections (not digital/electronic collections). We can add titles from the institution zone, but we can't add titles from the network zone.

    This is documented:
    Alma Online Help (English) > Resource Management > Inventory > Managing Collections

    "You can only add titles from your Institution Zone to collections. NZ-managed inventory cannot be added to collections."

    This is very bad since many of our e-book packages are managed on the NZ level. So we can't add e-books to our collection and present them together with…

    161 votes
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  11. Add "Description" to the "Change Physical Items" job so that this field can be edited in batch across sets of item records

    We would like to be able to edit (and delete) the "Description" field across large numbers of records without having to do it manually for each one. The "Rebuild Physical item description" job does not help here, since the content of the field is not necessarily based on Enumeration and Chronology data.
    Several fields have been added since we started with Alma (e.g. Alternative Call Number, Temporary Call Number, Inventory Number, etc.). Therefore, we hope that this field will also be available for this job in the near future. Thank you in advance!

    240 votes
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    Hi all,

    Thank you for supporting this idea.

    Starting from the Alma August 2025 Release, the Rebuild Physical item description job will support additional actions. In addition to rebuilding the item description from a template, you can now edit or delete the item description field in bulk.

    For additional information, please refer to the Release Notes

    Best,

    Liza and the Product Team

  12. Deliver Digital Documents: add notes

    We would like to add notes to the quick flow “Fulfillment > Deliver Digital Documents” (as is possible via the longer workflow of “Scan In > Manage In Process Items”). This way, we can swiftly deliver digital documents - regardless of file size - with a note to the patron. At this moment, for a note to be delivered to the end user, we need to take the more extensive route through “Manage In Process Items”. Here we are limited to file size and have to break up large files (as the file size limit is 25 MB and URLS…

    70 votes
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  13. 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 votes
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    4 comments  ·  Other  ·  Admin →
  14. 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
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  15. 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
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  16. Allow user to ‘Withdraw’ and ‘Open Predicted Items’ from the ‘Received Items Screen’.

    Currently, ‘Withdraw’ and ‘Open Predicted Items’ functions cannot be performed from the ‘Received Items List’, during normal receiving operations.

    https://drive.google.com/file/d/1qdNSY1xkPr71R7XJzPp8QtQJEa_h-00i/view?usp=sharing

    Instead, a user must back out of the receiving windows, perform a title search, and access these features through the ‘List of Items’ window.

    https://drive.google.com/file/d/17yB9XwMI6MYAmnHq95mna6cOUMpXzlbq/view?usp=sharing

    This drastically decreases efficiency in performing routine tasks in Prediction, Receiving, and Weeding.

    What should be changed: As Serials Processors, we would like to see the ‘Withdraw’ and ‘Open Predicted Items’ functions added to the ‘Received Items List’ window, so that all serials management tasks can be done from one screen. This would eliminate the…

    524 votes
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    Thanks everyone for supporting this great idea!

    The extra actions are now available from the Received Items screen.

    For additional information, reference the November 2025 Release Notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Release_Notes?mon=202511BASE#:~:text=Open%20Predicted%20Items%C2%A0and%20Withdraw%20Actions%20in%20Received%20Items%20List

    Best, Alma Product.

  17. 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 votes
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  18. 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
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  19. Related holdings displayed only after "direct" holdings in the brief results

    Currently, only 5 holdings are displayed in the "Physical" tab in the brief results list in Alma. In many cases holdings and "related" holdings are mixed and displayed without any particular ranking. Especially when many of them are present, it takes many clicks before one can exclude the related holdings and obtain a list of all holdings linked directly to a record.
    The "Physical" tab in Alma could be changed like this: all holdings linked directly to the record are displayed first (regardless of the library), and only then come the holdings of related records.

    137 votes
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  20. 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
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    Completed  ·  1 comment  ·  Other  ·  Admin →
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