Alma

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  1. Make documentation more gender inclusive

    Can we please increase inclusivity by changing to gender-non-specific language in both documentation and descriptions in coding tables?

    The Primo and Alma documentation uses very gendered terms, particularly his / him. End users and library staff are mostly referred to as he / his / him, despite libraries being an overwhelmingly female workforce. We also need to recognise the increasing numbers of non-binary users within our institution.

    I propose the following changes:
    Him or her -> them
    His or hers -> theirs
    She or he -> they

    As one example, a search on Alma documentation shows 3324 results for he,…

    9 votes
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    Under Review  ·  2 comments  ·  Other  ·  Admin →
  2. Enable customer-defined order of locations in the Get It menu

    Currently, the locations in the Alma resolver (Get It menu) are not sorted in a consistent, meaningful manner. There is a "use IP best locations ordering" option, but this option is insufficient for many institutions. For instance, in many cases, users are off site or not in a library building, and many institutions do not reserve IP addresses for specific buildings. There is also an alphabetical option but often the size or significance of locations doesn't fit well into an alphabetical listing (for example a small branch starting with A or B might sort ahead of a large Central Library).

    4 votes
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  3. Add Collection related subject area/dimensions/parameters in Analytics

    Please elaborate Collection in Analytics. We suggest three ideas for that;

    Idea 1)
    Collection can be a separate dimension, with the existing/new parameters below;
    - Collection ID (existing)
    - Collection Name (existing)
    - Collection External System
    - Collection External ID
    - Collection MMS ID (of the collection's BIB itself)
    - ★★★ The PIDs of the collection's direct sub-collections (in different rows, not combined with semicolons; should be repeatable so that the created report can show the hierarchical structure of whole collections)
    - Collection level (the depth)
    - Collection Path (from the collection's top level collection to itself)
    - Collection Description …

    0 votes
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    3 comments  ·  Analytics  ·  Admin →

    We have begun to investigate this more in depth and thank you very much for your three suggestions of how this can be implemented. In order to decide how best to implement this it would be useful to first know what “business needs” you are trying to address. What types of reports are you looking to create? What information do you need to get and what types of reports do you want?. Note that today the bibliographic details folder already has the collection ID and collection name.

  4. Expand 'Bulk Change Due Dates' to disregard expired patrons and include recalled items

    Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we…

    212 votes
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  5. Add Data Type category for the Title Report in COUNTER 5 section of analytics

    The Master Title Report of COUNTER 5 includes ebook and journal titles. It is difficult to use this master report in analytics without having a data type or section type option to differentiate between which titles are journals and which are ebooks. The master title report is useless in analytics without this option. Please add the data type or section type category from the COUNTER 5 Master Title Report into the Analytics Usage Report.

    151 votes
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    Under Review  ·  2 comments  ·  Analytics  ·  Admin →
  6. Reporting on historical location changes

    Analytics should allow users to run reports on historical location changes e.g. identify items that were moved from Branch A to Branch B or different locations in the same branch. This information is visible in the Item history tab; it should be made available for management reports.

    16 votes
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    3 comments  ·  Analytics  ·  Admin →
  7. OADOI/Unpaywall link doesn't display where needed

    I originally posted the idea https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/16880380-add-oadoi-org-as-an-option-in-uresolver which was implemented in the Alma November release.

    It looks like it's implemented the feature exactly as I suggested – unfortunately the method I suggested turns out to be exactly wrong for the use case as I (admitted briefly) described it! :-{

    Our use case, more specifically, is that when we don’t have full text for an item but an OA version is available through Unpaywall, we want that Unpaywall option to appear very visibly for users. (Being a bit fuzzy on the relationship between uResolver, GetIt, ViewIt, and when these all appear) I…

    11 votes
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    Thank you for your feedback.
    Today Primo does present viewit services for resources that do not have full text indications.
    We will check with Primo if this can be changed as the Unpaywall service can appear also when there is no full text service.

    Note that this issue is not relevant to PrimoVE

  8. Make Alma link resolver compatible with EndNote's "Find Full Text" feature

    EndNote offers a "Find Full Text" feature that allows users to locate full text for citations saved to their library. The feature can be configured to work with your institution's link resolver. However, according to EndNote customer support, the Alma link resolver is not currently compatible with this feature. This enhancement would allow Alma customers to locate full text for EndNote citations via openURL.

    233 votes
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    We have recevied te following response from EndNote:
    We support OpenURL from SFX, which offers XML responses via REST. Other services, like Primo and Alma, did not support this at the time of Find Full-Text feature development.

    However, we have already forwarded this to our Development team as an enhancement request to have this feature with the future release of the EndNote program.

    We from Technical Support are not sure how this enhancement would be prioritized in terms of upcoming development work. While all the product suggestion submissions are reviewed by development for ideas and features for new versions of the software

  9. Add Breadcrumbs (Collection Path) to Alma Viewer

    Like Hansel & Gretel, would be good for users to have a trail of breadcrumbs to follow home.

    That is option for Alma Viewer to display the context of the item (which collection the item belongs to if any) as defined by Alma Collections and published to Primo discovery collection lobby.

    This would enable the user, provided with a deep-link to an item in Alma Viewer, to browse related items (other items in the same collection) in Primo or return home where applicable.

    70 votes
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  10. Add option to not attach a logo to Letters (to reduce e-mail spamminess)

    If we hide the logo by removing it from head.xsl, it's still attached to e-mails and contribute to increasing the spam score (which is already quite high due to several other issues like html-only content)

    If an email logo is not uploaded, the header logo is used as the email logo. Can this please be changed? If an email logo is not uploaded, it might mean that we don't want an e-mail logo.

    Alternative, to keep backwards compatibility, a new option "Don't attach logo to e-mails" could be introduced.

    38 votes
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    Under Review  ·  3 comments  ·  Other  ·  Admin →
  11. Analyse and normalise special characters and diacritics in Alma records

    In order to enable correct and consistent automatic linking between Bib. headings and authority records, Alma's treatment of diacritics needs to be normalised, and made configurable according to the Authority file being used. In addition there are special characters in use (such as quotation marks), that have more than a single graphic representation that should be normalised in order to prevent discrepancies in Almas' match and link mechanisms.
    SFC#00533813, SFC#00375370 relate to the issue.

    50 votes
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  12. Digital itemized sets

    Currently it is impossible to create an itemized set of digital titles/representations/files as the option of Rep ID header is not recognized by the system.

    52 votes
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  13. Add generic physical material types to the current table

    My libraries circulate various pieces of equipment from microphones, to musical instruments, to 3D printers, to lockers, and the current physical material type table does not suffice without adding a slew of item policies or location codes, which is messy and makes the resulting analytics more painful than it should be.

    Ex Libris support states that "The [physical material type] codes cannot be changed, because Development needs them for statistics across libraries." However individual libraries will have items that they need to distinguish between either for fulfillment rule purposes or our own statistics.

    I would like there to be about…

    334 votes
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  14. Short Term Loans - Courtesy and Overdue Notices

    The new shortloancourtesyreminder & shortloanoverduereminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

    In our test configuration we used the following time parameters:

    ​shortloancourtesyreminder - 105 minutes
    short

    280 votes
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  15. Provide more output fields for the Shelf Report

    When we do the Shelf Report, we wish that Alma can provide more output fields such as last loan Date, last return date,inventory date that will be helpful for us to analyse the result.

    5 votes
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  16. Add a linking job for mass linking of NZ records to IZ

    Currently the only way to use records from NZ in an IZ is to search them in the NZ and perform an action like "order" or "link" on every single record one by one. There are, however, situations where an IZ wants to use a bulk of records. For this purpose we need a possibility to link records in bulk and create inventory for the linked records.

    We imagine a linking job that takes as an input a logical or itemized set of records saved from a search in the NZ. The linking job can create physical and electronic (and…

    112 votes
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  17. Adding more scheduling options for emailing Scheduled Reports (Alma Analytics Objects)

    Currently, there are limited scheduling options for emailing Scheduled Reports (Alma Analytics Object area). Many of our users need reports delivered on the 1st of each month in order to capture the previous month's data. The only option right now somewhat close to that is delivery on the 2nd of each month. This doesn't work for us because it adds the first day's worth of data from the next month to the previous month. I propose adding delivery options for the 1st of each month. Better yet - how about offering a drop-down list where users can choose a certain…

    123 votes
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    18 comments  ·  Analytics  ·  Admin →

    Hi everyone. This will be considered. First a comment and a question.
    Regarding “how about offering a drop-down list where users can choose a certain day of the month for report delivery”.
    This will not happen. Jobs of this nature need to be scheduled so that resources can be properly distributed.
    Regarding adding additional time, that may happen. Now a scheduled report has the following possible options. What would you like to see added and or changed?
    Every Monday at 03:00
    Every Monday at 07:00
    Every Monday at 09:00
    Every Day at 03:00
    Every Day at 07:00
    Every Day at 09:00
    On the 02 of every month at 03:00
    On the 02 of every month at 07:00
    On the 02 of every month at 09:00

  18. Change item information RESTORE change type should allow clearing temporary item information.

    When using the Restore change type under Change item information, the only change made is toggling the "item is in temporary location" back to NO. Any values filled in for temporary library, temporary location, temporary item policy, temporary call number, etc. remain. Restore should clear those fields, or allow operators to keep those fields by unchecking a box that would be checked by default.

    If the item has been scanned to have an item policy for special circ rules, that information remains in the record when it is restored, even though that information is not applied. If the item is…

    161 votes
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  19. In Advanced Search, allow filtering OUT specific locations. For example, allow use of the filer: Physical Location "IS NOT" X.

    Many searches do not allow for an "IS NOT" operator, and in some cases it is greatly missed. For example, when trying to assemble large sets of records where you want to exclude just a few locations, or filter out a single library. Please allow for an "IS NOT" operator when doing an advanced search and filtering by location or library. I'm sure there are other search filters also missing the "IS NOT" operator. Please feel free to add more suggestions via a comment! :)

    559 votes
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    Alma team is analyzing to which indexes it is possible to add the “is not” and other negative comparators. In addition, there is a new feature coming called refined search which allows using indication rules created by the users (see Ability to search via free text MARC tag and subfields idea, NERS 2020).

  20. Textual holdings statement fields 866-868

    Currently, you are only able to search the 866 field in Alma and Analytics. To record holdings more accurately, the 867 (supplemental material) and 868 (indexes) should be used. We have data stored in these fields and are unable to search/report on them easily. We would like the 867 and 868 fields to be searchable and perhaps even indexed in Alma, and reportable in Analytics. Reporting on any standard MARC field should be possible in both Alma and Analytics.

    13 votes
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    Hello. What is the reason for not doing this as follows?
    Add the 866 – 868 as local fields for Alma Analytics Holdings Records. Each institution is allowed up to 10 holdings fields and 10 bibliographic fields as local fields.
    Further, as described at https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Add_bibliographic_fields_to_Alma_Analytics it is possible to have subfield delimiters in the local fields added to Alma Analytics.
    So you can already have 866 subfield x and z (for example) in Alma Analytics using existing functionality.

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