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1692 results found

  1. Adding new labels to a letter in Alma

    In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails
    I want to add new labels with translation field.

    For example the OrderListLetter.xsl has the following codes:

    department; billingaddress; date; issnisbn; sincerely; addressFrom; Cc; Bcc; note; letterName; orderdate; subject; polinenumber; price; quantity; shippingaddress; shippingmethod; title; vendoraccount; placeorderintroduction

    In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Customize Letters

    We want to add a new header cells, for example:
    <th>@@publication_place@@</th>

    Is there possible to add new codes in “Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails”?

    137 votes
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  2. Make "updated by" field configurable, not primary ID

    There are many areas in Alma that will list the last Alma user to update something. These fields will display the primary identifier of the last updater, but we find this is not particularly helpful when we log in with our campus shib accounts, as this makes our employee ID number show up here. It would be more helpful if we could use Last Name, First Name or something similar in the Updated By fields.

    36 votes
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    4 comments  ·  Other  ·  Admin →
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  3. Need Number of requests and clickthroughs per service type in Alma Analytics

    In Alma, we have General Electronic Services (GES) for ReprintsDesk. ReprintsDesk is our document delivery provider. The ReprintsDesk GES appears in the services window in Primo or when linking out from a database. If there is no full text found, the patron can request the article via ReprintsDesk. I need to get statistics for each quarter on how many times the GES was clicked.

    In SFX, we ran a query for the number of document delivery requests. It was in the SFX query "Number of requests and clickthroughs per service type” and the service type getDocumentDelivery. We need the same…

    31 votes
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    0 comments  ·  Analytics  ·  Admin →
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  4. Extra column in "Return items" with "Fine per patron"

    We would like to have an extra column in return items, a column for fine per patron. Because at every return we immediately want to see if the patron has a fine in general, not for the returned item. We would like to see this in Return items and not via "Manage patron services / Returns". Is this possible or something similar?

    37 votes
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  5. Automatically add new user statistical categories as they are imported via the SIS integration

    As a system administrator I want any new statistical category codes used in the student file import to be added to the table as they appear in the file. Voyager previously added the code and then a system administrator could add the description to match.

    14 votes
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  6. Notify receiver of Hold Items

    Currently within an order when the Hold Item box is ticked for an Interested User the patron physical item request is not placed for the item until after the item is received.
    This means that receiving staff do not get the pop up notification that the item has a user request at the time the item is received.

    Upon receipt of an item that contains an Interested User with the Hold Item checked can you please generate the same pop up notification generated for physical item requests.

    We have found that we have to manually add the physical item request…

    60 votes
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  7. Include variables in subject line in letter emails costumization

    In Alma you can costumize emails and letters message body via XSL including the related data from xml, but not in the subject area, where you can write only fixed text. We need the possibility to add changing information in subject area, for example add the id of requests in the subject of the Resource sharing emails. It would be possible to configure the subject field to accept variables/placeholder containing the data in xml emails?

    40 votes
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  8. Barcode field should be active when "Set Barcodes" opens

    When receiving physical items, "Receive and set barcodes" should open the "Set barcodes" dialog box with the barcode field active. This would remove the need to click in the field before scanning in the new barcode.

    49 votes
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  9. Ability to edit a location instead of creating a new one

    We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.

    We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.

    This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).

    This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…

    86 votes
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  10. Obligate the user to choose a pick up location in the resource sharing form

    On Renouvaud the users could fill in a form to request an article or a book for the Inter Library Loan.

    But, they don't read all the form and much of them don't choose a pick up location.

    The problem is that if they don't choose one, a "default pick up location" is selected.

    We would like that the drop down menu begin not with a pick up location but a little sentence which ask the user to choose a location (see attachments).

    Thanks !

    55 votes
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  11. Browzine : Journals with multiple sources

    Libraries who are using Browzine are exporting our journals holdings file using a Google Scholar XML schema. For titles that have multiple sources, Browzine will based on their own algorithm to determine one source to be made available to the users in the Browzine interface. According to Third Iron, this "choosing algorithm" is designed to pick the source that has the widest coverage. This is fine in most of the cases but if we want to override this "decision", we will need to write in to Third Iron.

    Suggestion: To consider having a designated field in the portfolio record for…

    11 votes
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  12. Note Type

    Have the options to create different Note Types under the patrons note tab.

    65 votes
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  13. Resource sharing form customization

    At now we can customize only the fields to display and their labels.
    We feel the need of a deeper customization of the html (directly on the form page or via css)

    41 votes
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  14. Fine&fees and blocks

    Currently, a user who has exceeded the limit of cash in his active balance, is blocked. That's ok.
    However, if a user has a lot of overdue loans (and fine&fees), and exceeded the limit of fines & fees but not in his active balance (loans are active), Alma won't block the user.
    So, until user returns documents or renew there, he can check-out new books.

    Is it possible to add an option in the Alma BO to block a user who has exceeded the limit of fine/fees all fine/fees included and not only those which are "closed" and added in…

    26 votes
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  15. Display patron account expiration date on manage patron services screen

    It would be helpful to display the patron's expiration date on the manage patron services screen so that an operator does not need to navigate to the patron record and the "general information" tab just to see the patron's expiration date.

    64 votes
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  16. Add portfolio options for non-matches in PDA New Import profile

    There is often a discrepancy between candidate and purchase DDA records that we receive - often, we receive purchase records without first receiving the candidate records. Of course we try to correct this with vendors, but with limited success.

    I now force non-matched purchased records to load, but they come in with unactivated portfolios that are not in an electronic collection. Could one of these solutions be added?

    • Preferably, additional portfolio options for the New Order import profile to activate the portfolio and put it in a collection
    • Alternately, some sort of action or notification that there has not been…
    21 votes
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  17. Fully receive items through receiving date only

    Currently, if an item with a POL has a receiving date, it is not considered fully received until it has been received under Acquisitions > Receive. Items with a POL and a receiving date that have not been received through the receiving process show up in the task list under Order Lines with Claims > Not fully received. If an item has a receiving date, it should be considered fully received, whether or not it has been through the receiving process.

    61 votes
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  18. File differences included with Release Notes

    It would be very helpful if ExL included a Differences report (.diff file) for the Delivery-System-Skin mashup CSS file (mashupnew.css) and also any Letter-template XSLT files which have changed for each new Alma Release, and to post them alongside the Knowledge Base article for the release (ie. https://knowledge.exlibrisgroup.com/Alma/ReleaseNotes/00992017/May2017 ).

    Any institution which has made local customizations based on these files needs to perform a manual review each month. While this isn't so horrific for the single mashup_new.css file, it is for the Letter-templates. Having a section which lists the differences would be a huge time-saver. Bonus…

    28 votes
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    0 comments  ·  Other  ·  Admin →
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  19. Item's inventory price

    a) Instead of clicking Allocate every time to assign the item’s inventory price from the PO line, the process should be automated as was the case in Aleph.

    b) The final price from the PO line should be converted to our local (and default) currency automatically and written to the item’s inventory price field.

    c) When an invoice is paid in Alma, the item's inventory price should be updated automatically with the final amount in our local (and default) currency.

    All of the above is required for reporting to our financial department and library management.

    25 votes
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  20. Automatic dismissal of corrected authorities from the Authority Control Task List.

    Automatic dismissal of corrected authorities from the Authority Control Task List.
    Improve the Authority Control Task List linking functionality so that when an authority is upgraded/corrected in the metadata editor, it is automatically dismissed from the Task List. Items are added to the Task List before an institution has had a chance to upgrade the catalogue record. Many of these authorities will routinely be upgraded at the cataloguing stage. The need to then manually remove substandard authorities from the Task List which no longer exist in the bibliographic records adds a huge burden of extra work, especially for large institutions.…

    116 votes
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