Alma
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1754 results found
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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 -
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 -
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 -
ability to edit or remove created tags
ability to edit or remove created tags
1 vote -
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 -
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 -
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.
10 votes -
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 -
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 -
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 -
Change / improve the Booking process for staff and patrons
Hi all,
We wish to submit a proposal to change the current booking process for staff creating a booking request in Alma AND for patrons creating their own bookings in PRIMO VE.
Now, Alma’s option to submit ‘’ Booking ‘’ requests requires us to first search an item, select it and then enter booking times for each piece of equipment desired, which is very time consuming.
When patrons book equipment, they often need up to 10 or more pieces of equipment for the same booking period. This is quite inconvenient and increases the risk of mistakes in the process.
In…
40 votes -
Add Loan Information to Fulfillment Set Export
When Create Fulfillment Set is used to create a set of items that are Overdue, Lost, Claimed Returned etc it would be very useful for the loan and borrower's information to be included in the exported spreadsheet.
Currently only the Process Type and Due Date are included. Including the Loan date, Patron's name, Primary ID, and Preferred email address would allow staff flexibility in contacting patrons by mail merge or manually.
1 vote -
Add Library Filter to Create Fulfillment Sets
The Create Fulfillment Sets functionality would be so much more useful if we could choose to create sets by Library rather than by the whole institution.
It's a very rare case to want to see Overdue, Lost, or Claimed Returned items for a whole institution and having to export the data into a spreadsheet in order to filter the results is very time consuming.
31 votes -
Ability to have more than customize payment status (paid/not paid)
We have several statuses that an invoice goes through - received, Open, coded, ready for payment and paid. Having the option to use configurable statuses would reduce the number of times we have to go into SAP to check payment status.
1 vote -
Improve Shelf Report functionality and responsiveness
Alma’s “Shelf Report” tool is a cumbersome, involved “inventory” process that requires users to populate a spreadsheet with barcode values, feed it to Alma, and then track down and manually identify any items that come back as an error (without Alma providing a timely or clear explanation for where a problem item might have been found if it was detected, or not detected). We’re aware of Dean Lingley’s API for “shelf inventory” and the WRLC “AlmaInventory” tool that attempt to cover some of these gaps, but neither of these replicate the same mass-scan-immediate-feedback-fix-it-and-move-on utility (without involving spreadsheets, macros, etc.) that…
80 votes -
account or book alarms
we often invoice customers for lost items only for them to return it without notifying a member of staff, meaning we have to keep checking either the book or the account to see if the books have been returned prompting us to cancel any invoices - it would be great if we could add an alarm to an account or book to notify us when a book has been returned...I envisage adding the ALARM to a BOOK or ACCOUNT when ever setting up blocks/fees associated with the account.
2 votes -
Increase password strength requirements
Our institution's security protocols require certain password strength requirements that do not align with ExL's general password guidelines of 8 characters or greater. With the rise of identity theft and database exploits, ExL standards are not up to date with current guidelines. Our institutions minimum password requirements are:
i. Be at least 15 characters long
ii. Be no more than 127 characters long.
– Some applications limit the number of characters that can be used.
iii. Not be used for the user’s other accounts.
iv. Not consist of a common phrase.
v. Not be based on something that’s guessable by…9 votes -
User action history report
Our institution's security protocols require systems that handle confidential patron/student data have the ability to log backend staff user actions. After inquiring to ExL, the only way to know what a staff member has done in the system is to go through their individual history tab. However, this data is incomplete and doesn't give a full scope of what actions they took. In Analytics, the options provided are not useful and do not give us any useful information.
We'd like to track things like:
- When roles were issued
- Who issued roles
- Changes in configuration and who made…8 votes -
Analytics for count of resource sharing requests made via Course Reserves citations
We'd like to be able to see analytics data for resource sharing requests placed via Course Reserves citations. We are told by Support that this is not currently supported, and it was suggested that we create an idea here.
2 votes -
User Requests Should Pop or Be more Visible for Cataloguers
When cataloguers are processing new books or fixing bibliographic records or item records, there is no notification that a user has requested the item we are working on. We won't know to give the item to Fullfillment so that they can put the item aside for the user.
I know there is a little number that indicates there is a request, but for new books ordered in there is already 1 request from Acquisitions. This does not pop-up and it is just a little number that you can barely see in the results screen. It should be much more obvious…
2 votes
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