Alma

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  1. Find and Manage Users by User Group

    Add the ability to find and manage users and create user-based sets based on User Group.

    493 votes
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    • Delay time between receiving an item and sending email notice to patron

      We would like to be able to configure the amount of time between receiving an item and sending an email notice for pickup to a patron. We receive items in batch and then file them onto the hold shelves in batch. Some time is need between these batch processes.

      Current workarounds include: including text in emails that students might not read or scanning the items through two separate workflows.

      Being able to configure the trigger for the email notice would be much better.

      435 votes
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      • Add "Request" as a block option in Block Preferences

        Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.

        For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
        i.e.
        Patron overdue limits has exceeded
        Patron overdue recall limit exceeded

        However, the only options on what patron services blocked are Loan and Renewal.
        Requests should also be added to the options so that overdues can immediately block a…

        311 votes
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          5 comments  ·  Fulfillment  ·  Admin →
        • Link to view record in Primo from Alma

          When viewing a bibliographic record in Alma, we would like a link to appear that opens a new browser tab/window showing the record in Primo. For example, the MMSID could be hyperlinked, which would then perform a search for the record in Primo. This would enable quick identification of publishing problems between Alma and Primo as well as testing record display in Primo.

          294 votes
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          • Extend time before analytics times out

            Whenever I am working on an analytic report, it often takes hours. But after a few minutes, if I do not go back to Alma to do a fake search to refresh its link to analytics, analytics would time out.

            Can you extend the time to at least an hour before analytics times out?

            282 votes
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              under review  ·  11 comments  ·  Analytics  ·  Admin →
            • More possibilities for the Alma Color Theme

              In the new UI, libraries can manage branding in Alma by selecting one of 6 basic colors (blue, purple, red, green, brown, orange). This configuration can only be made by a General administrator and is valid for all Alma users. We would like:
              - a larger variety of colors (proposing the 216 web-safe colors would be fine);
              - the possibility for any user to define their own Color Theme: color experience may be very different from one individual to another and giving everyone the possibility the use a convenient color would be appreciated.

              234 votes
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                11 comments  ·  Other  ·  Admin →
              • Converting Borrowing requests into patron physical item requests

                We need a better way to convert a borrowing request into a patron physical item request, and then delete the borrowing request.
                We often receive borrowing requests from patrons on books which are available in our library, other editions etc. . In those cases we may create a patron physical item request on the local title by clicking "view local", then conduct a search, then place a new request on the local material (note: we here have to type in patron and other data which were already included in the borrowing request), and then go back and delete the original…

                223 votes
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                • Ctrl-z/Undo in the Metadata Editor

                  Currently, there is no Ctrl-z/Undo function in the Metadata Editor.
                  Please add this function.
                  Use case:
                  A record is in draft mode and the cataloger deletes a field accidentaly, there is no way of bringing it back.
                  Or a cataloger works on an exisiting record, makes a lot of changes and only wants to undo the last actions, but not go back to the previous version.

                  213 votes
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                  • Edit an authority record when cataloging a bibliographic record

                    Here is an enhancement request concerning authorities.

                    Currently, when cataloging a bibliographic record in the metadata editor, we can press F3 in a field to choose an authority.

                    Example :
                    MARC21 field 100 -> F3 to choose an author authority.

                    When pressing F3, the cataloger can :
                    - select an authority
                    - view an authority

                    I would like ExLibris to add a third option :
                    - edit authority

                    (for example : after clicking on "view" an autor authority, I want to be able to edit it to add a field 4xx)

                    Thanks for taking this into account!

                    211 votes
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                    • Add functionality to merge patron records when there are duplicate patron records.

                      The merge should let the user identify the source record and the incoming record, and retain all of the loans, holds and notifications on the incoming record to add to the source record. This way, the remaining record retains all the information from both records, but deletes the incoming record so there aren't any duplicates.

                      203 votes
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                      • Add a policy copy column in the list of items

                        When we are searching for all titles we cannot find in the list of items the related item policy so if we have to check the policy of a copy we have to select action and select view to view the related policy. Adding a column with the related policy in the list of items would be quick and useful.

                        199 votes
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                          2 comments  ·  Fulfillment  ·  Admin →
                        • Add the ability to select, open, and edit more than one item record at a time.

                          Currently, Alma only allows one item record to be edited at a time within cataloging. To have the ability to selected multiple items, and then open them all at the same time (either in the same screen, or pop-ups) would be a HUGE time saver. Not only for catalogers, but for binding and material physical processing users as well.

                          189 votes
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                          • Possibility to configure that a patron can login into his/her account in Primo AFTER expiration date, to view open fees / fines and or loans

                            Currently a patron whose expiration date has passed is not able to log into his/her Primo account. The patron can neither see open fines/fees nor loans.

                            We suggest:
                            * institution-wide option to allow or permit users read-only-access to there Primo accound after patron’s expiry date (in Alma)
                            * user manager role not necessary to do any changes in role expiration dates.
                            * no additional functionality outside Alma needed that uses the API to achieve the goal.

                            171 votes
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                            • Show partner in lending request list

                              It would be a nice extension to add a field that shows active partner as in the borrowing request list
                              This would result in a lot less clicking on the edit button.

                              164 votes
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                              • Persistent search box to display recent searches for all search types eg. PO line

                                Currently the persistent search box only allows re-running a recent repository search in the recent history drop down. It doesn't remember recent searches for other types eg. Order line, Users, Vendors etc. It would be very useful to remember these searches as many people work in different areas that don't use repository searches that often, but perform other searches.

                                162 votes
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                                  4 comments  ·  Other  ·  Admin →
                                • Fulfillment Network - Institutional drop down menu for patron/item

                                  Fulfillment Network - find patron/item from another institution: Currently in Alma, when selecting either an item or patron from another institution, the drop down menu is in a random order. There should be a way to change the sorting of that list (alphabetically for example). This menu can be found in the Manage Patron Services, Return Items, and Scan in Items.
                                  This carries over to Primo for users placing requests. Both the institution and fulfillment network scopes. The pickup institutions should be listed alphabetically.

                                  160 votes
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                                    3 comments  ·  Fulfillment  ·  Admin →
                                  • Job for copying the configuration from the production environment into the Standard Sandbox

                                    Making testing and training in an Alma Standard Sandbox based on Ex Libris provided configuration is very difficult since this configuration may be very different from the one in the customer's production environment.

                                    Currently Ex Libris is offering two types of Sandboxes for Alma:
                                    (1) "Standard" - by default included in Alma subscription pricing. This sandbox contains Ex Libris provided data and configuration
                                    (2) "Premium" – for addition subscription fee – this sandbox includes a full copy of the customer's data and configuration

                                    Refresh of the Alma sandbox environment is possible up to once a quarter, upon request. In the…

                                    158 votes
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                                      2 comments  ·  Other  ·  Admin →
                                    • Make 245 $p, $n, $s, $k, $f, $g part of "Title" resource description when viewing/editing holdings and item record details.

                                      Currently when viewing a list of holdings or list of items (and editing them) for a resource/bib in Alma, the $p -- a part/section of a work is not displayed in the resource description for the title. All you see is the main title of the work (245 $a), not the sub-name designation of the part/section. You have no way of knowing which work you are viewing or editing, unless you know the call number specifically.

                                      Example, I have 4 records that are all "The advertising red books" title, but each one is a different part/section of the work. If…

                                      151 votes
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                                      • Change Repository Search "Contains" to drop-down to enable searching "Contains Phrase", "Starts With", and "Equals"

                                        In the repository search simple search, the only search operator you can use when searching available indexes is contains (e.g., FIND all titles WHERE title CONTAINS ____.

                                        We would like to request that the CONTAINS operator be turned into an advanced-style dropdown menu to enable searches like this:

                                        FIND all titles WHERE title CONTAINS PHRASE ____
                                        FIND all titles WHERE title STARTS WITH ____
                                        FIND all titles WHERE title EQUALS _____

                                        In many cases, an advanced search is not required, it is simply the contains operator that needs to be modified, and performing an advanced search just to modify the…

                                        141 votes
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                                        • Fulfillment: Automatic Renewal Notices / Email Letters to patrons when loans automatically renewed

                                          Our users have requested to be notified with the new due date when an on loan item is automatically renewed by Alma. This is currently not possible and users are not aware when the item is due back until they receive a courtesy reminder 2-3 days before the due date. We would like Alma to provide the option to configure and send Auto Renewal Notices / Email Letters to users when their loans have automatically been renewed by Alma. We have Auto Renewal Activated and our users do not receive any notification that this has taken place. We would like…

                                          138 votes
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                                            4 comments  ·  Fulfillment  ·  Admin →
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