Alma
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1693 results found
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Add warning for active title-level-requests when relinking or deleting holding records or items
When relinking holdings and items to new bib records or deleting holdings or items, requests can get lost. This is the case if they are on the titel level instead of on the item level.
(Cf. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/015_Managing_Physical_Resources#Relinking_Items_to_Another_Bibliographic_Record)Staff with the role Cataloger Extended or similar roles which allow for relinking and deleting of records, holdings, and items, would benefit from a warning that an active request is present on the title level (e.g. a pop-up) before a holding record or item is relinked or deleted.
80 votes -
Make Push Selected to MDE button available for Itemized Sets
'Push Selected to MDE' (pushing records in bulk to Metadata Editor) is not available for Itemized sets, but it is available for Logical sets in the current Alma implementation. While the option to Push Selected to MDE is plainly visible in the Logical Set Results view (please see the attached screenshots), it is replaced by the 'Remove Selected' button in the Itemized Sets Members’ view. We would be very interested in having the Push Selected to MDE available for both Logical and Itemized sets. Is it possible to add the 'Push Selected to MDE' to he Itemized view and keep…
28 votes -
Overriding and/or deleting a continuous POL at the item level
As a cataloger at a large research library, we frequently receive gap-fill purchases of periodical issues from third-party vendors or as gifts from donors—including for subscriptions that are still open.
We know that we can associate a POL at the holding level, but this is undesirable for these situations where we need to trace the POL/method-of-acquisition to an individual item. Also, if you change a continuous POL at the item level, Alma changes the POL for every item attached to that same holding.
Often we have many items purchased with different (or no) POLs—subscription, firm order, gift—together on one holding,…
219 votes -
Mapping of Rialto invoice data in Alma
The freight charge in our Rialto invoices is being mapped to the "Overhead amount" field. We would like this to be mapped to the "Shipment amount" field which seems more accurate. Ex libris have advised that this is hard coded and requires support from the user community to proceed.
24 votes -
Make PO line Rollover Job work dependent on ledger and possibly fund codes.
User Story. Currently we our Acquisition team have a different set of ledgers to our Subscription team. When we do a Rollover of funds and ledgers this is not an issue. However, when we are trying to test the PO Rollover it is difficult to separate out the PO Lines that are for the Acquisitions Rollover and the Subscriptions Rollover.
Solution - It would be better if you could only roll over PO lines that were attach to a specific ledger (and possible set of fund codes). So that we could run the Acquisition rollover separately to the Subscriptions rollover.19 votes -
Enhance Display Logic Rules to incorporate the same full functionality options of General Electronic Services
Display Logic Rules options are limited in allowing only Hide options by User Group, ownership by campus or institution, or presence of another service. They also have hardcoded display depending on the service, such as displaying only when a user is logged in, and only in Get It or View It (some of which are understandable per service).
In contrast, General Electronic Services are extremely powerful with Show / Hide options by true or false default rule, choice of display in Get It and/or View It, allowing display when not logged in, as well as by ownership by campus or…21 votes -
Allow to define several local search indexes, including standard MARC fields
Following the partial implementation of idea "Ability to search via free text MARC tag and subfields" (https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/17197337-ability-to-search-via-free-text-marc-tag-and-subfi) under NERS 2020 #6795, here is perhaps a more modest suggestion, that hopefully can be more technically feasible and still provide a large chunk of the missing functionality.
Similar to the analytics "Local Param" concept, it would be very helpful if institutions were able to define 5-10 "Local Search Indexes", based on each institution's needs. These indexes should be able to include any MARC field or subfield, whether local or standard (and preferably also field combinations).
Use case: In our institution,…
60 votes -
Enable the batch updating portfolio to change the access model
Please enable the batch updating portfolio to change the access model. it would be helpful when the portfolio has no PO line attached.
42 votes -
Send ebook access models through the autoholdings integration profile
It would be very helpful if vendors could send ebook access models (1U, 3U, UA), and Exlibris could load them into the portfolio information, as part of the autoholdings integration profile, especially for Ebook Central. Updating this manually is difficult, especially given that ebooks are added to this collection continuously through many different feeds and not all of them have PO lines where access models can be added. We want to take full advantage of this great new feature, and it would be great if it could be automatically managed for us.
33 votes -
Report list of records changed after abort job
After a user was running a discovery suppression job, and aborted they assumed nothing was changed. It would be very useful if the records that were changed before the abort were reported to the user.
Here's an example showing an abort that occurred and the user running the job assumed since they aborted the job, nothing was changed:18 votes -
Analytics Reports for Deleted Purchase Requests
I would like to be able to run Analytics reports on deleted purchase requests. Currently, deleted purchase requests are not available in Analytics. Therefore, we don't want to delete any of our hundreds of purchase requests because we'd lose the ability to generate Analytics reports on them. Having hundreds of old purchase requests accumulate in Alma becomes unwieldy.
136 votes -
Allow AFN resource sharing requests filled outside the AFN to be delivered to the user's preferred pickup institution
If a user in an AFN requests that a resource sharing item be delivered to an institution other than their home institution, the request must be filled within the AFN in order for the user's preferred pickup institution choice to be honored. If it is filled by an institution outside the AFN, the preferred pickup institution reverts to the user's home institution, and the user is never notified of this change until the item is placed on hold at their home institution. Instead of placing these items on hold at the user's home institution, we would like Alma to put…
41 votes -
New Metadata Editor templates: editing template v. creating new record
Previously, when opening a template in the classic Metadata Editor (MDE), a click on the template name from the list of templates would give a list of options, including creating a new record: there was no doubt as to whether you were creating a new record from the template, or editing the template itself.
However, with the new MDE, clicking on the template name takes you straight into editing the template itself. Creating a new record from the template now requires a right click first to get to the options menu, but this is not at all obvious. It is…
64 votes -
NCIP request security
Currently a valid NCIP request from anywhere can retrieve information about a given library's patrons. In order to exploit this, the attacker would need to know server address, institution code, code of the profile for ILL, all of the correct metadata, and the correct message type/formatting. It's not trivial to gather up all that information for a given institution, but much of the information is publicly available (e.g. NCIP message formatting is a public standard), and none of it is generally treated as a secret.
Given the continuously evolving state of library systems security, it would be good to prevent…
81 votes -
Add block action for patron digitization requests in User Block Definitions
The configurable blocked actions for user blocks in Alma are:
01 – loan
02 – loan, renew
03 – loan, renew, holdIt is therefore possible to configure that blocked users are not allowed to place requests at all.
We propose a distinction between the different request types in blocked actions.
Blocked users should be able to place hold requests, as it can be checked at the latest at the time of loaning whether there is a block, and users then have to take care of the unblocking (e.g. by paying fees) in order to be able to loan the…
115 votes -
The Lost item process fee (aka Lost item fine) should be automatically removed when an item is found.
The Lost item process fee (aka Lost item fine) should be refunded when an item is found. Currently, only the Lost Item Replacement Fee is refunded. This requires staff intervention, having to manually waive the fine. This is not always caught when books are returned through the drop slot, for example. It causes confusion for both patrons and staff when a fine remains on a patron's account for an item that has been found.
50 votes -
Adding the publisher location to the "Keywords" index in Alma
Currently, the publisher location is not indexed in the general "Keywords" index in Alma. If someone wants to search for a certain publisher location, one must use the specific index because a "Keywords" search won't bring any results.
This is particularly unpractical when searching for series or periodicals, as they often have similar names but different publishers or publisher locations, or later editions of a certain work which can be identified by the different publisher resp. publisher location.
What confuses staff users is also that if one wants to search for a book, using the title and/or the author as…128 votes -
Monitor Requests & Item Process Activity Status Filter
Add Activity Status: Rejected to "Monitor Requests & Item Processes"
It would be extremely helpful to have the Activity Status Rejected on the "Monitor Requests & Item Processes" Activity Status Filters. If it could be added as an option with Active, Completed and All, that would remove a ton of extra time and labor for our fulfillment processes.18 votes -
Show 'chapter/article title' and 'chapter/article author' in completed digitization requests and in Analytics
For copyright reasons, we need to track whether users have requested an article from an issue or a chapter from a book from which they have already received a scan.
Completed digitisation requests in Alma do not show the chapter/article title or chapter/article author, only the overall title requested. The data is not available in Analytics either.
This means that we are reliant on a local spreadsheet to track what users have already requested.
We would like to see the data available on the completed requests and in Analytics.
70 votes -
Order lines - Customize view: please add "Acquisition method"
Our colleagues are missing the field "Acquisition method" in the results list when searching for PO Lines.
Currently the field is only a facets value but this will also not add the field to the Excel export file.
Thank you in advance!49 votes
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