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1697 results found

  1. Finding the data in the Old Value field in Analytics

    I would like to have the ability to pull up item records when supplying certain words/numbers in the old value field in Analytics.

    3 votes
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    0 comments  ·  Analytics  ·  Admin →
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  2. Monitor Requests Workbench: export

    When exporting (digitization) requests via the Monitor Request Workbench, we would like an overview containing also the specific request info (chapter title, pages...). The latter info can now only be obtained by manually clicking on "Edit" per request and this is only possible for active requests. For multiple digitization requests on 1 item, it is useful have all desired pages/titles exported in one overview for swift handling. Also for completed requests, it is valuable information to have all requested pages/titles in one overview.

    Desired export:
    - request ID + request info
    - all requests (not only active)

    14 votes
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  3. show exchange rate

    Under the Summary tab, Pricing, have a Native Pricing line where the price is calculated with the current exchange rate. Also, in the Invoice Lines tab, allow for an option to show Native Pricing in the table settings.

    1 vote
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  4. RS Borrowing Requests - search by 'Old value' 'External ID'

    'External ID' identifying reference numbers, are not fixed in Alma Resource Sharing. They can be overwritten by third parties, e.g. The British Library, RapidILL, and once overwritten, the previous External ID cannot be used to search for the request. However, the former identifier still appears in the 'History' tab of the request under 'Old value', so they are still somehow attached to the record. It would be great, then, if Ex Libris could enable search by 'History' or 'Old Value', so that if the number has been changed by a third party, we can still easily locate it with the…

    31 votes
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  5. Customization of the search categories

    The customization of the search categories to be displayed in the Advanced or Simple Search is solved very very awkwardly. 3 clicks for each category is just too complicated.
    My suggestions:
    - Make activation switch directly operable
    - Make list sortable by activated terms
    make
    - Checkboxes for the terms in both columns for advanced and simple search
    - Improve the explanation in the KB, because
    translating "dc:Title" with "Dc Title" has no added value. An explanation that dc:title B is e.g. DUBLIN CORE title would be super, so that one knows what one activates there.

    Please improve at least…

    1 vote
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  6. Enable opting out of automatic deletion of unused labels in Resource Sharing

    It should be possible to opt out of automatic deletion of unused labels. For example, we have a label "To be Checked" which is used frequently and we aim to remove it from all records by the end of every working day. The automatic deletion means that we have to re-enter the label the next day as there are usually no records left with the label.

    2 votes
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  7. Add a timestamp to 'modification date' for physical items and holdings in Physical Items area.

    The timestamp and date of 'delete date' for physical items/holdings can only be found in "Manage Deleted Repository' in Alma.

    It is good to have the timestamp appeared at the field 'modification date' of physical items/holdings in Analytics. It is particularly helpful when getting records of deleted items/holdings for weeding report.

    4 votes
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    0 comments  ·  Analytics  ·  Admin →
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  8. Select multiple POL in communications with vendor

    When using the communications functionality in the vendor account, it is only possible to select one POL from the list. It would be very convenient to be able to choose more than one POL.

    6 votes
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  9. Add a job that can set the CDI option collectively

    We would like you to add a job to set "Activate for search in CDI" collectively for the electronic collection set of CZ.
    Also, please add a job to batch update the following CDI options for the electronic collection set of IZ.
    - CDI Search activation status
    - We subscribe to only some titles in this collection
    - CDI-only full text activation
    - Do not show as Full Text available in CDI even if active in Alma

    59 votes
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    1 comment  ·  Other  ·  Admin →
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  10. Clone PO LInes to order again

    We create different PO Lines for the same order. We need to put different funds, different reporting codes or order more items.

    There is no way to clone the PO Line as a way to keep all information and just edit the fields that we have to update.

    We need to clone and put the clone in review to edit the fields we need to change and send it to the vendor.

    24 votes
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  11. Add "Loans (Not in House) From Resource Sharing Lending Request" measure

    Currently in the Fulfillment subject area in Analytics, there is a measure for "Loans (Not in House) From Resource Sharing Borrowing Request". It would be helpful if any item loaned from our collection to another institution as part of a RS lending request have a loan measure applied to it as well so we can see how the collection is being used using just one report.

    9 votes
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    0 comments  ·  Analytics  ·  Admin →
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  12. Customize "Add Invoice Line" fields for past serial invoices

    Serials invoicing does not always use the same tax status (taxable vs exempt) for every invoice based on material type and frequency. Our campus uses the Reporting Codes to record tax category. When adding an invoice line in an invoice, using a Subscription POL brings up display of past invoices, but the Reporting Code fields are not available. We would greatly appreciate being able to see the First Reporting Code in addition to the Notes (where we record enumeration)

    4 votes
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  13. ability to edit or remove created tags

    ability to edit or remove created tags

    1 vote
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    0 comments  ·  Resource Sharing  ·  Admin →
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  14. Change Opening Hours calendar 'Apply Changes' from link to button

    Currently the 'Apply Changes' link on the Open Hours configuration page is easy to miss. Since it is so crucial to click this when editing timings (such as End of Term), it should be more prominent. I would suggest making it a big button right next to Save, that will be greyed out if there are no changes to apply.

    17 votes
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  15. Additional SMS possibilities using webhooks

    I would like to suggest additional SMS possibilities when using webhooks. Currently, there are only four SMS message possibilities triggered when using webhooks (Borrowing Activity Letter, Fulfillment Cancel Request Letter, Loan Status Notice, and On Hold Shelf Letter). Others that would be very helpful to include with webhooks are:

    Courtesy Letter, sent to patrons before their items are due

    Ful Overdue and Lost Loan Notification Letter, sent to patrons after their items have become overdue

    3 votes
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    0 comments  ·  Webhooks  ·  Admin →
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  16. Bulk update block expiry date

    In January 2018, fulfillment enhancement was added to allow library staff to manually add a block expiry date and edit the expiration date on an existing block. (See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/12_January_2018/Alma_January_2018_Release_Notes/04Fulfillment_-_January_2018_Enhancements)

    We would really like to have the option to input a block expiry date in the bulk update/notify users job when adding a block type, instead of manually adding the blocks with expiry date one at a time for a batch of library user records.

    8 votes
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  17. Add Financial System Code to the Vendor Dimension of Alma Analytics in the Funds Expenditure SA

    The Financial System Code field is often the matchpoint between Alma and external payments systems. Being able to search or query on this would help avoid creating duplicate vendors, especially as vendor names can change so much over time, that a vendor name search will not return results. Having this reportable in Alma Analytics would be more beneficial than in the Alma Advanced Search, as it could also help to de-duplicate existing instances of having more than one vendor record for the same vendor.

    25 votes
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    1 comment  ·  Analytics  ·  Admin →
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  18. Use article galaxy add-on to support resource sharing requests in Alma

    At a recent Ex Libris event I was made aware of the Article Galaxy add-on https://developers.exlibrisgroup.com/appcenter/article-galaxy-add-on/

    The information provide on the page suggests that this is only used with Rapido however we would be interested in using this feature as part of the regular Alma resource sharing process.

    Currently we make most of our document delivery requests through Reprints desk but the user process means that library staff are alerted to a resource sharing request coming in from the user via Primo, they then manage this in Alma but have to then go to reprints desk separately to make the…

    4 votes
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  19. Hyperlink the ordered resource item within a POL

    Currently, the functionality exists where a link exists on records in Alma that will take users out to the associated POL where it exists. It would be useful to have the reverse functionality as well, where the ordered resource item within a POL links out to the associated record in Alma, to facilitate more easy access to purchased inventory.

    3 votes
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  20. Provide all User Profile data via API

    Please provide at least GET API access to user profile data (Config -> User Management -> Roles and Registration -> Profiles). This should be full data: for each profile, include full roles and parameters.

    Currently, there is no good way to export user profile data from Alma. It does not seem to be available in Analytics; it's not in any of the code or mapping tables available via "config" APIs.

    We can use the Alma UI to export each profile to Excel individually... but that is not practical at scale, and the role data we can extract from Excel is…

    9 votes
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