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1693 results found

  1. Import Profiles - support mapping to E-Collection

    See https://enhancements.exlibrisusers.org/ideas/AENH-I-36318

    We need the ability to map to Electronic Collection. Because you cannot map to E-Collection, you have to have a separate profile for each collection for which you want to load portfolios. This dramatically increases the number of profiles we need to maintain. In addition, this requires more staff to have the ability to modify import profiles, even though the only thing changing each time is the collection name.

    Mapping either the collection name (exact match) or the collection ID would be sufficient. This will enable more uniform loading of records.

    25 votes
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  2. Add Option to Handle Multi-Matches Automatically Based on Brief Level

    Alma’s import profile functionality currently includes the option "Do not override/merge a record with lower brief version", which ensures that an incoming record is not loaded if its brief level is lower than that of the matched record in Alma.

    We would like to see this functionality extended to enable handling multi-matches automatically. Currently, when an incoming record matches multiple existing records in Alma, the import process still flags this as an multi-match issue, even if all matched records in Alma have a higher brief level than the incoming record. These cases must then be reviewed and resolved manually by…

    10 votes
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  3. Ability to remark letter example

    In letter administration, currently when you switch to use a different letter example, the information you've got is the same letter name and the only difference is the date it is saved. for example FulUserBorrowingActivityLetter - 02/12/2024 04:08:56 GMT. It does not mean a lot when you are trying to switch to a difference example, one would rather it be remark as something more useful or special about that example, such as specific - usergroup, loan type, from library, etc.

    4 votes
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  4. Remove 'Level URL' from CZ collections

    We'd like to move more Electronic Collections onto fewer bib records to help with organisation of our e-resources within Alma. If there are multiple IZ collections linked to an unsuppressed bib record, you can control how many URLs display in the Primo record by controlling which Electronic Collections have Level URLs. However, this is not possible when using CZ collections as there is already a Level URL hardcoded into the collection. I don't think it's possible to override the Level URL with 'nothing' to hide that collection's link from Primo. We'd like the ability to be able to hide that…

    3 votes
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  5. upload a new work from Alma to Primo

    When we approve and upload a new work from Alma to the system, it takes approximately 15 minutes for it to appear in Primo.
    This delay poses a significant challenge for us, as we are unable to immediately verify that the work was successfully uploaded and displayed as expected.

    We would appreciate it if you could look into this issue and let us know whether there is a way to streamline the synchronization process so that the display in Primo is more immediate or at least significantly faster.
    Thank you in advance for your assistance.

    2 votes
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    0 comments  ·  Other  ·  Admin →
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  6. Ex Libris completes required documentation (SAQ-D) for Alma-integration with credit card payment systems

    As an Access Services Department Head, I supervise workflows that include payment by credit card. We would very much like to connect Alma to our university approved payment system, but our Division of IT advises that even platforms that redirect to or from pages where credit card information is entered must be PCI (payment card industry) compliant. To meet this requirement, Ex Libris must complete a Self Assessment Questionnaire D (SAQ-D) and Attestation of Compliance for Merchants (https://listings.pcisecuritystandards.org/documents/SAQ_D_v3_Merchant.pdf). Until we have this documentation in hand, we cannot link directly from Alma to our payment system, worsening the user…

    6 votes
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  7. Convert digitization request to purchase request

    I would like to convert a request from a scanning request to a purchasing request, particularly when the permissions cost is high. I am not sure if this is a Alma or Rialto workflow, but it would be nice to do a "search in Market" to find out price and auto-reject the way we can do in Rapido. Additionally, we would like 'Pay-per-use" functionality from Alma digitization requests.

    1 vote
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  8. Allow widgets to be resized to larger proportions on the Welcome screen

    The widgets on the Welcome screen are incredibly helpful for viewing statistics like Lending Fill Rate and Borrowing Requests, but I'd access this information faster if the widget's container was larger and I didn't need to use the scroll bar or click "Open in a new window". There's already a 3-by-3 bento grid for these widgets, so it'd be nice to explore the possibility of scaling the widgets according to that same grid.

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  9. Add "linking information" in Community zone databases when they are not activated yet

    Hello,
    When I look in the Community Zone at an electronic Portfolio that has not been activated by us yet, I can click on "Linking Information" and test the link and control if it goes where we want it to go.

    Unfortunately, this is not possible yet, when we want to look at a zero title database. There, we actually can only test the link after we have activated it.

    Therefore, I suggest adding the field "Linking information" on database level, too, for databases that are not activated yet; analogous to the field that exists on portfolio level.
    Best,
    Igor…

    35 votes
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  10. Add "Which coverage statement will be applied?" option to "Change Electronic portfolio information" job

    The "Change Electronic portfolio information" job includes the task "Remove local coverage" which removes local coverage from all the portfolios in a set so the only coverage remaining is global coverage. I run this in cases where the global coverage was once poor, so we loaded local coverage, but now the global coverage has been fixed and is good, so now we want to remove our local coverage and use the good global coverage. However, "Remove local coverage" does not also change the "Which coverage statement will be applied?" radio button from "Only local" to "Only global."

    It is important…

    88 votes
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  11. Allow a NR to run with the PTC job

    TL;DR:
    We would like to have the ability to run a normalization rule whenever the PTC modifies a record.

    Background:
    In November 2024 Ex-Libris added a new functionality to the PTC job:
    MARC 21 Preferred Term Correction Can Flip Headings with Cross-Reference in Different Field
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202411

    Problem:
    The PTC job only changes the first indicator correctly when the PTC job changes a field into 630.
    in all other cases, the existing indicators remain.
    We opened a case and spoke directly with Ex-Libris, but were told that the PTC job runs as intended, and that not handling the indicators is not…

    46 votes
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  12. Add Bibliographic Details shared dimension to Physical Items Historical Events Report

    Use case: What are the languages (Bib Details) for items in a certain work order status (Physical Items Historical Events)? It doesn't seem possible to report on languages from Physical Items Historical Events because it doesn't have the Bib Details shared dimension. The Physical Items report doesn't seem to have work order status. Adding the Bib Details shared dimension to the Physical Items Historical Events report would be very helpful to avoid having to feed results of one report to the other. See https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/46741807-in-alma-analytics-physical-items-subject-area

    3 votes
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    1 comment  ·  Analytics  ·  Admin →
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  13. Currently when a new order is created for an existing standing order, with "Assign inventory manually" checked, the user has to create the P

    Currently when a new order is created for an existing standing order, with "Assign inventory manually" checked, the user has to create the POL then exit before entering the supplier, price, fund code, and other information.
    The POL then has to be linked to the holdings, which is an entirely separate process. Only when this is done can the necessary order information be entered.
    Allowing the user to link to existing holdings as part of creating the order would make this a much more seamless process.

    2 votes
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  14. Change the order of the dropdown menu for 'Run a Job'

    It would save a lot of time and extra clicks if the first option in the dropdown menu for 'Run a job' was switched to 'Name', rather than 'Description'.

    7 votes
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  15. Manage Sets without Repository Manager permissions

    It would be nice if we could update and manage repository sets without needing the Repository Manager role. Without it, staff can create sets and run queries, but they can't update any sets that weren't personally created by them, making it so that managers are having to make small updates that could easily be made by staff.

    7 votes
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  16. Visibility of additional page range for citation records in Alma

    The recent update to Alma allowing the addition of multiple page ranges has been very helpful—thank you for that.
    However, I’ve noticed that in the Alma citation record preview, only the first page range is displayed. This can be a bit misleading when we’re monitoring citations, as it doesn’t reflect the full set of page ranges entered. However, the full page range is visible in the Leganto record.
    Would it be possible to implement a similar preview that exists in Leganto, in the Alma citation record, that shows all the entered page ranges?
    I’ve attached screenshots from both Alma and…

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  17. Add General Electronic Services information to Analytics

    In General Electronic Services, we have four different services for article requests, four different services for book requests, and five different services for book chapter requests, all developed over the years to address provider idiosyncrasies. Each group of services provides the same link to the user, e.g. the article request links all display "Get this PDF".

    Our Interlibrary Services unit has the product delivery statistics, but I would really find it helpful to know how many clicks each of our General Electronic Services gets. It would help with service and link maintenance and I expect with troubleshooting, since it would…

    57 votes
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    2 comments  ·  Analytics  ·  Admin →
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  18. Add link to requester's account when item returned

    When an item is returned with a request on it, a pop up shows with information about the requester. Our staff would find it useful if this was a link to the user account. They often need to check information on the account, particularly for our library laptops, so this would save them rekeying the information.

    5 votes
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  19. Contributed collections - a Report to Contributor instead of Report to Ex Libris

    There are many collections now that are contributed by the community. Sometimes there are errors within them and as it is now, there is no way to report that and get the linking problem (for an example) fixed and the issues can be so many that a deactivation is necessary, but then the collection becomes dead and just clutter KB. My suggestion is that when a institution contributes a collection, a mandatory field is added to the workflow of contributing. This field contains an email address. That email address is then incorporated into a button so you can report to…

    128 votes
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  20. Make it possible to add Vendor Interface fields and customize field value options for existing fields

    In Alma, Vendor Interfaces in Vendor records are the place designed to hold e-resources administrative information, such as contact information, administrative details, and usage statistics details. However, the fields available to libraries were developed several years ago, are not customizable, and do not reflect the complexity of modern e-resources management. Different types of institutions have different needs and want to record different types of information, so adding a few new fields for all libraries isn't an ideal solution.

    Instead, this request is for libraries to have the ability to add and manage Vendor Interface fields. Libraries should be able to…

    204 votes
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    Hi Elizabeth, Katie, and everyone,

    Thanks so much for sharing this idea!

    From what I understand, it includes two main parts:

    1. Allowing institutions to edit the list of values in various fields, with a specific example being the “Implemented Authorization Method” field.
    2. Adding more fields and making them reportable in Analytics, along with a request for a flexible mechanism to support this.

    Regarding the second point — adding a flexible mechanism is quite a complex change and could impact the timeline.

    If you can point out around three specific fields that are most important to add first, it might be easier.

    Looking forward to hearing your thoughts!

    Thanks again,

    Tamar

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