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1999 results found

  1. Better management of serial prediction when publication frequency changes

    Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.

    It would save a lot of time if…

    414 votes
    Under Review  ·  10 comments  ·  Resource Management - Physical  ·  Admin →
    How important is this to you?

  2. Show Pickup location in the tables "Requests" and "Loans" in Patron Services

    It would be helpful ig the information “Pickup location” could be added as a column in the tables “Requests” and “Loans” in the “Patron services” in order to see the destination chosen by the Patron. Furthermore, the "Pickup location" should be displayed in Primo in the patron’s account - also in the "Loans" not only in the "Requests".

    321 votes
    Under Review  ·  7 comments  ·  Fulfillment - General  ·  Admin →
    How important is this to you?

  3. Support "Parent" fields in COUNTER R5.1 IR reports

    COUNTER R5.1 reports can be harvested into Alma, and then users can review these reports in Analytics.
    For ‘Item Reports’ (IR) not all “parent” fields are supported in Alma and in Analytics.

    Mandatory parent fields for IRA1 in R5.1 are:
    Parent    Title
    ParentAuthors
    Parent    ArticleVersion
    Parent    DOI
    ParentProprietaryID
    ParentPrintISSN
    ParentOnlineISSN
    Parent_URI
    (See https://cop5.countermetrics.org/en/5.0.3/04-reports/04-item-reports.html)

    NOTE: If any parent information is included in an Item Report, the ParentDataType MUST be specified (see https://cop5.projectcounter.org/en/5.1.0.1/03-specifications/02-formats-for-counter-reports.html#report-body)

    These fields should be supported by Alma and Analytics.

    304 votes
    0 comments  ·  Acquisitions - General  ·  Admin →
    How important is this to you?

  4. Alma - automatic warning for users about to expire with dedicated alma xml letter

    It would be useful to activate an automatic warning for users about to expire with dedicated alma xml letter.
    The customer could simply set up the amount of days before expiration and if the letter should be sent to all users or to specific user groups. A scheduled job could be activated, so that the letter is sent every day at a specific time.

    302 votes
    20 comments  ·  User Management  ·  Admin →
    How important is this to you?

  5. Reminder when opening hours are expiring

    When you add standard opening hourse into the Library / Institution calendar it defaults to setting the expiry for the hours 3 years ahead. This is good but it would be useful to get a reminder to move them on when it's getting close to the expiry date.

    293 votes
    13 comments  ·  Fulfillment - General  ·  Admin →
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  6. recall

    Update Lending and Borrowing Status when Recalls of Resource Sharing items are cancelled

    Currently, once an item is recalled in Resource Sharing, it stays in that status even after the recall is cancelled by the patron. If this could have the same functionality as regular Fulfillment (which can be configured to have the item's original return date applied if recall is dropped), that would be ideal.

    280 votes
    1 comment  ·  Resource Sharing  ·  Admin →
    How important is this to you?

  7. Create a way to distinguish volumes for a single title

    There is a title in Gale resources, Encyclopedia of African-American culture and history : the Black experience in the Americas, that has several portfolios available. Each portfolio links to a different volume in Gale. Each portfolio has unique linking but if you see the title in Primo, you will see only the title listed, many times. I had to add a volume note to each portfolio so users could tell each title apart. This was not the only title I've found that is like this. Ex Libris stated there is no way to add the volume to the title. It…

    250 votes
    3 comments  ·  Resource Management - Electronic  ·  Admin →
    How important is this to you?
    Under Review  ·  AdminTamar Ganor (Admin, Ex Libris) responded

    Hello,

    This will require some development, since currently there is no automated way to identify the relevant information and add it to the portfolios.

    We will look into the development options we have, and will update once we have a timeline.

    Kind regards,

    Tamar Ganor

    Content Product Manager

  8. Add "Description" to the "Change Physical Items" job so that this field can be edited in batch across sets of item records

    We would like to be able to edit (and delete) the "Description" field across large numbers of records without having to do it manually for each one. The "Rebuild Physical item description" job does not help here, since the content of the field is not necessarily based on Enumeration and Chronology data.
    Several fields have been added since we started with Alma (e.g. Alternative Call Number, Temporary Call Number, Inventory Number, etc.). Therefore, we hope that this field will also be available for this job in the near future. Thank you in advance!

    241 votes
    9 comments  ·  Resource Management - Physical  ·  Admin →
    How important is this to you?
    AdminLiza Voloshin (Product Owner, Alma ERM, Ex Libris) responded

    Hi all, we're working on analyzing the request for batch item description updates and would love your input to make sure our solution fits your needs.

    I would like to propose the following:

    The "Rebuild Physical item description" job currently allows auto-generating a description for a set of items (based on enum/chron data) - this option will be kept as is, but the job would allow selection to either auto-generate the description (existing) or enter a description value as free text (meaning all items in the set would get the same description). The free text option would also support updating the field with an empty value as exists in other jobs.


    1. What are some examples of descriptions that would be relevant across an entire set of items?

    2. As discussed in previous comments, changing the description of an item (manually or via job) causes the pending requests for that…

  9. Allow staff to override if an item type is not requestable

    We would like some books (like a reference book) to be non-requestable for a student. However, we would like for staff to be able to put in a request on a student's behalf for a reference book, or perform an override when appropriate.

    237 votes
    9 comments  ·  Fulfillment - General  ·  Admin →
    How important is this to you?

  10. Indication that shows I edited an open record

    Icons in MD-Editor only show if a record has been saved or not. I would like to have an indication to see if the record has been edited by me after I opened it.

    229 votes
    6 comments  ·  Metadata Management  ·  Admin →
    How important is this to you?

  11. Prevent change of due-date when the item is under the recalled status.

    Or have an alert message of some kind when the due date is being changed.
    Because when the due date is changed, the recalled item reverts back to its initial status making it difficult to determine if there are requests placed on the item.

    230 votes
    7 comments  ·  Fulfillment - General  ·  Admin →
    How important is this to you?

  12. Work Orders: package of required enhancements

    Work orders are useful but often cumbersome and don't work as required. A package of enhancements/fixes would make them much more useful and useable:

    • Adding notes when creating work orders in bulk. This would enable having fewer work order types as explanatory notes could be used instead.
    • Makes notes more (immediately) visible when scanning in (pop up message?). Again would enable fewer work order types as items could be easily catergorised according to explanatory note upon receipt at managing department.
    • Select recall/not recall at work order placement (like pick from shelf), not baked into type (and in…

    226 votes
    2 comments  ·  Fulfillment - Requests  ·  Admin →
    How important is this to you?

  13. Suggestions for Normalization Rules (NR) functions

    Hello,

    Please see the attached file.
    We would appreciate it if the suggested Normalization Rules functions would be developed in Alma.

    Thanks

    218 votes
    6 comments  ·  Metadata Management  ·  Admin →
    How important is this to you?
    Under Review  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello everyone,

    I’d like to share our plans to introduce support for XSL (Extensible Stylesheet Language) normalization rules. This new feature is designed for handling complex normalization tasks. It offers the flexibility of a full programming language, enabling advanced data manipulation. This will complement our existing normalization rules based on DROOLS, maintaining all of its current capabilities.

    Would the addition of this new type of normalization rule meet the requirements outlined in this idea?

  14. Stop the practice of showing funds for 'in review' invoices as expenditure.

    Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.

    Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:

    1. We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the export.…

    212 votes
    8 comments  ·  Acquisition - Invoices  ·  Admin →
    How important is this to you?

  15. Add more flexibility in Request TOU Pickup Locations policy

    We’d like more flexibility in Request TOU Pickup Locations policy.

    We have more than 20 libraries and most of them are located within walking distance. Therefore, we want our patrons to go directly to those libraries instead of placing pickup requests and limit the patrons who can place such requests. Otherwise, the number of requests will become too large to handle and logistics and management cost will become enormous. Moreover, it’s not time efficient. If users go directly, they can borrow immediately, but it may take 1-2 days to deliver since there is no direct route between some libraries.

    Currently,…

    205 votes
    15 comments  ·  Fulfillment - Requests  ·  Admin →
    How important is this to you?

  16. ORCID iD Integration in Info Card for Contributor Page in Alma

    Background: In August, ExLibris implemented the Info Card feature for contributor pages in Alma, which appears under specific conditions related to linked authority records. This enhancement has significantly improved the visibility of contributor information.

    Current Conditions for Info Card Display:

    • A person is linked to an LC Names authority for a personal name.
    • A person is linked to a Name authority that exists in VIAF and can be linked to an LC Name authority for a personal name.
    • Information on the person exists in LC Names and Wikidata, with at least two fields containing information beyond the name of the…
    202 votes
    3 comments  ·  Linked Data  ·  Admin →
    How important is this to you?

  17. Allow batch deletion of user notes

    It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.

    There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…

    194 votes
    12 comments  ·  User Management  ·  Admin →
    How important is this to you?

  18. Link "go to patron"

    There should alway be a link to the patron from any tabs in Alma. For example for a document requested by a user. After "scan in items" there should be the possibility to go directly (via link) to the user details tab. Same by "return items". The name of user who borrowed it should be a link that allows access to his/her details.

    195 votes
    4 comments  ·  Fulfillment - General  ·  Admin →
    How important is this to you?

  19. Purchase request conversion into a resource sharing request

    It would be good if it was possible to convert a purchase request into a resource sharing request on Alma. This might arise in circumstances where the user has originally requested a purchase request for a journal article on Primo. It would be useful if this purchase request could be converted into an ILL request simply without having to re-key in the information

    195 votes
    9 comments  ·  Resource Sharing  ·  Admin →
    How important is this to you?

  20. No request cancellation with change of item description

    Actually it seems that Alma automatically cancels requests when there is a change of location (not the same FU rules anymore), of item policy (not the same TOU anymore) and a change of description (as this field is to be found in the request form).
    For the latter, we would like to have a possibility to choose whether the request should be cancelled.

    179 votes
    4 comments  ·  Fulfillment - Requests  ·  Admin →
    How important is this to you?
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