Alma

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  1. Filter journal holdings that can fulfill the request for an article

    If an user has found an article that is not available electronic, but the library has the journal in print, the end user gets the list of holdings for the journal and can go into a specific holding to see the items.

    In general we would like that when the end user has found an article they should only need to click on Request (or Digitize) and all relevant metadata are sent to Alma and the system selects the correct item to fulfill the request. If locate is not possible the librarian has enough information to work on the request.

    587 votes
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    2 comments  ·  Fulfillment  ·  Admin →
  2. Ex Libris should provide the option to place a call and/or online chat with their support team

    We are disappointed with the technical support service provided by Ex Libris. We strongly believe that Ex Libris should provide customers with more effective, prompt and interactive service.

    There should be an option to call or chat online in real time with a support person who has a sound understanding of the product in question. This would be in line with all system vendors we have previously dealt with.

    We appreciate that there will be some issues that are designated as bugs or enhancements and will require more in depth investigation. However, a direct call/chat option with a properly trained…

    516 votes
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    15 comments  ·  Other  ·  Admin →
  3. Customize the New Patron Registration form

    We would like to customize the New Patron Registration form to hide the fields that we do not use, such as Gender, Job category, and many others.

    It would also be nice to have templates so that selecting a user group might display specific fields, the same way that choosing "User has institutional record" causes the password field to disappear and Owning system dropdown to appear.

    481 votes
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  4. Grace Period only for open days

    Now the unit of measurement for grace period is "days". So even if the library closed on weekend, those days are included to "Grace Period". To give fair advantage of grace period, Alma should apply the grace period excluding library closed.
    For the detailed scenario as I expected, please refer to the attachment.

    Thanks.

    341 votes
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    1 comment  ·  Fulfillment  ·  Admin →
  5. Place in queue for hold requests is confusing for users

    Can the queue numbering begin with 1 rather than zero? The zero is confusing to users when an item request is made. Users interpret this as not available. It's hard to explain the queue is for those waiting not those who placed the first request.

    277 votes
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    6 comments  ·  Fulfillment  ·  Admin →
  6. A borrowing library should be notified when a lending request is put on a waiting list

    Scenario:
    A library receives a resource sharing request (lending request), and the borrowing library asks to be put on waiting list if the wanted item is on loan. When the request is put on waiting list, the borrowing library should be automatically notified. This could for intance be by change of status on the Borrowing request to "In queue".

    258 votes
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  7. last active date

    User profile - Last active date

    We would like to have a field in the user profile that shows patron’s last active date, i.e. loan, request or return. This field will be useful when deciding which user profiles to purge.

    254 votes
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    6 comments  ·  Fulfillment  ·  Admin →
  8. Title-level request and item-level request

    Currently it is only possible to configure either item-level-requests OR title-level requests in Alma for Primo . We request the possibility to configure title-level-requests in the terms of use when specific parameters are met, for example when all items are located in a certain location.

    244 votes
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    7 comments  ·  Fulfillment  ·  Admin →
  9. Include the item barcode as part of the data published from Alma to Primo in the AVA field to improve item search in Primo

    Request for Alma item barcode be included in the data that is published to Primo as part of the Alma publishing functionality to enable barcode searchability in the Primo keyword search. We have discovered that items migrated from our previous ILS do contain the item barcode(s) in the MARC 945 $$i and is written to the search:general field of the PNX. As such, those items are keyword searchable via their barcode in Primo. However, for items created in Alma, the item barcode is not written to the bib record and is therefore not searchable in Primo. Adding the item barcode…

    239 votes
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    1 comment  ·  Other  ·  Admin →
  10. offer true author/creator browse

    Currently Alma offers browsing bib headings with using "names" type - which includes also headings from 600/610/611.
    We find it more useful to have a way to browse by author/creator headings without the subject name fields (relevant 1xx and 7xx without 6xx).

    234 votes
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  11. Short Term Loans - Courtesy and Overdue Notices

    The new short_loan_courtesy_reminder & short_loan_overdue_reminder 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:

    ​short_loan_courtesy_reminder - 105 minutes
    short_loan_overdue_reminder - 241 minutes

    However, this creates a situation whereby…

    226 votes
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    4 comments  ·  Fulfillment  ·  Admin →
  12. Hold Shelf policy for RS items

    When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignore_lender_due_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

    This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time - for…

    223 votes
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  13. Add parameters to control anonymization of requests, resource sharing and fines

    We'd want to be able to control the anonymisation of requests, resource sharing requests and fines and fees in a similar way to loans. In particular we'd like to be able to set a parameter for days since user expiry and since the request or fine was complete.

    This would allow us to create a clear policy for anonymising and purging data in Alma so that all data was treated in the same way i.e. could say that all data was anonymised or purged X number of years after user left. It would also allow us to be confident that…

    212 votes
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    4 comments  ·  Other  ·  Admin →
  14. 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…

    210 votes
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  15. create out-of-box institutional standards reports (i.e., ACRL, IPEDS,ARL)

    Since many institutions have to complete these standardized reports annually, it would be helpful if a template existed for each one so we wouldn't have to re-create them each year. As the reports are revised by the sponsoring organization/agency then Ex Libris can update the out-of-the-box report as part of the monthly features.

    203 votes
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    6 comments  ·  Analytics  ·  Admin →
  16. Fines in Grace Period should let users decide to calculate or not.

    According to the policy that our institution laid down, Fines in Grace Period shouldn't be calculated.

    If overdue fines count $5 a day and grace period value is 3, then patron returned an item in 4th day after due date, the patron should pay only $5.

    But in Alma, we cannot set grace period that won't calculate fines. Hope to add this function to let users decide grace period fines calculate or not and make alma more flexible.

    200 votes
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    10 comments  ·  Other  ·  Admin →
  17. Copy PO Line Prices to Item Replacement Cost

    Add a new configuration parameter to automatically copy the physical one time PO line price to the item Replacement cost. If the PO line's currency is different than the institution's default currency, the amount is exchanged and copied to the item (with no currency). The possibility (for an operator, a job or an API) to update or remove the amount in the Replacement cost should remain. Customers should be free to activate or not this configuration (true/false parameter).

    199 votes
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  18. Make "Physical Item Condition Field" options configurable

    The new feature "Physical Item Condition Field" was a good idea.

    However, the condition options should be completely configurable. Currently the only options are:
    Brittle
    Damaged
    Deteriorating
    Fragile

    The current condition options seem extremely similar to each other.

    Each institution should be able to completely configure this field, including hiding the field entirely, adding/removing options, hiding/displaying options, renaming/relabelling, reordering the options.

    197 votes
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  19. Significant Improvements to the 'Browse Shelf List' Function Needed

    The 'Browse Shelf List" function is essential for catalogers in our library and is extremely clunky and time-consuming to use. Proposing any (hopefully all) of the following changes:

    1. Ability to view more results surrounding the exact search request.
    Said in a different way, the ability to view the result in the middle of the results page, so as to be able to see a few of the results both before and after. This makes call number adjustment significantly easier, instead of always needing to click a back button and remember what the call number were on the page before.

    194 votes
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  20. Split role user manager in 2: the user manager and the patron manager

    Right now any operator at any level with a role enabling the right to edit/delete users in Alma has the rights as well to change or delete roles or scopes of anyone else, even of the Alma administrators (!).
    Roles shall be fine tuned in a much more granular way, as to have two separated types of managers and administrators.
    - Patron managers shall be enabled to create and edit Patron Users, but not to edit/delete roles assigned to other users, esp. Libray staff Users.
    - User administrators instead should be enabled to edit/delete roles of other users, including Library…

    193 votes
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