50 results found

1. 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 support analyst would quickly and efficiently separate these issues from more general product queries. We are aware that there are many call-logging options used widely by other companies, such as FastCall, TenFold and RingDNA, which can be used to allow customer calls/chats to be registered directly in Salesforce. We believe that Ex Libris should implement this improvement as soon as possible.

   Please vote to show your support for this idea and feel free to add comments relating to your experience of this issue.

   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… more

   780 votes

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   27 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   Staff users who have been assigned chat permissions can now chat with our Support team regarding the following types of Alma and Leganto issues directly from within the Alma management interface:

   Simple how-to questions and configurations
   Behavior and general inquiries
   Known issues

   For more information see Alma March release notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes

2. 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.

   418 votes

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   13 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   As of July release the grace period can be set to not be included in the fine period at all.
   For more information please see Alma release notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

3. 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.

   330 votes

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   27 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Now, in Alma, the Color Scheme can be configured on the user level, not just the institutional level.

4. comment/note field for configurations

   A comment or note field for configurations would be incredibly helpful in general, but the current pandemic has highlighted the need for a way to easily track the reasons behind changes. This would keep the notes in the places where they'd be seen by the people working on the configurations, rather than us having to track things in a separate place.

   All of the fulfillment configuration menu would benefit from this ability when short-term or emergency changes are being made. But it would also be good in places like: Letters; DARA recommendations; and all Other Settings areas. These are places that we might only touch once a year or less, so it would be helpful to know why X was deactivated, or who asked for Y change in wording.

   A comment or note field for configurations would be incredibly helpful in general, but the current pandemic has highlighted the need for a way to easily track the reasons behind changes. This would keep the notes in the places where they'd be seen by the people working on the configurations, rather than us having to track things in a separate place.

   All of the fulfillment configuration menu would benefit from this ability when short-term or emergency changes are being made. But it would also be good in places like: Letters; DARA recommendations; and all Other Settings areas. These are places… more

   331 votes

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   14 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  AdminDana Moshkovits (Admin, Ex Libris) responded

   Alma now incorporates a comment/note field to the code table configurations, including Mapping tables and Rules pages.

   For more information please see Alma November Release Notes

5. Swedish Characters (Case nr 00794172 Swedish Film Institute)

   Apparently, since Alma and Primo are indexed differently, if you have chosen Scandinavian characters during implementation, Alma cannot handle searches on, for example, French accents. Works in Primo, but not Alma.
   Obviously, for us Scandinavian customers this is problematic. There is a risk that both staff and patrons end up with faulty search results.
   Andrew Christison, Customer Success Manager, promised to look into this on our behalf but also suggested we make an Idea Exchange for this issue.

   309 votes

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   2 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   As of July release the handling of Scandinavian characters was enhanced. For more information please see Alma July release notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alm

6. Configuring different sender e-mail addresses (SMPT-envelope-from) for one letter-type

   For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

   Actual situation in Alma:
   When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
   When an E-Mail is send manually by a staff member (e.g. conversation letter, also used for claims to vendors) Alma takes the SMTP-envelope-from value from the definition in the settings for “preferred E-Mail-Address” of the acting staff member.

   Suggestion:
   ALMA already allows the definition of up to 5 E-Mail-Addresses of different types for each department or library (primary, billing, shipping, claim response, patron communication). Unfortunately these types can be used only as output-values in the letter-content (=text), but not as actual SMTP-envelope-from addresses. This function could be extended as follows:
   When E-Mails are send from a job or manually by a staff member, the values “from” and “Reply-to” in the SMTP-envelope section should be taken from a specific E-Mail-Address in the contact-definitions of the department (e.g. preferred). If no E-Mail-Address is defined in the concerning department the E-Mail-Address of the library and (if none defined) at least the E-Mail-Address of the institution should be taken (or even the value from „General Configuration - Configuration menu - General Configuration - other settings - envelope-from”).
   This improvement would give the whole system more flexibility not only for Acquisition-departments.

   (This is in addition to Ners request ID 5184)

   For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

   Actual situation in Alma:
   When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
   When an E-Mail is… more

   264 votes

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   6 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   When sending patron notices from a library, the library's 'Circulation Communication' address will be used as the reply to address on the email. For more information see video at https://youtu.be/bFfopLgjEN4'

7. 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 we are only anonymising data that we no longer need.

   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… more

   262 votes

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   6 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   As of July release you can define rules for all anonymization types, not just loans.
   For more information please see Alma release notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

8. 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.

   •  

   183 votes

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   Completed  ·  5 comments  ·  Other  ·  Delete…  ·  Admin →

9. Create Alma search queries and sets with relative dates

   Give customers the ability to query Alma using relative dates. This functionality is currently only available in Alma Analytics, but we would like it to also be available for repository search.

   This functionality would be especially useful for creating sets, particularly logical sets that can be used to populate logical collections. One of the most common uses for collections is to showcase new materials (e.g., books, journals, databases, etc. acquired in the last 90 days). However, there is currently no way to build a logical set like this. The best one can do is to select the current year and then commit to updating the query each year. To be completely free of the need to manually update the collection, customers need a way to build queries using relative/non-fixed dates (current date minus 90 days). Ideally, this option should be available for all date types but, for the purpose of this use case, should at least include creation date, activation date, and publication year.

   An alternative solution to this problem would be to allow customers to create a logical set/collection from an Analytics report. This would give customers the ability to use relative dates in addition to providing access to Analytics' more powerful array of query options.

   Give customers the ability to query Alma using relative dates. This functionality is currently only available in Alma Analytics, but we would like it to also be available for repository search.

   This functionality would be especially useful for creating sets, particularly logical sets that can be used to populate logical collections. One of the most common uses for collections is to showcase new materials (e.g., books, journals, databases, etc. acquired in the last 90 days). However, there is currently no way to build a logical set like this. The best one can do is to select the current year and… more

   175 votes

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   11 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  AdminLiza Voloshin (Product Owner, Alma Resource Management, Ex Libris) responded

   Hey all,

   Thank you for submitting and supporting this idea!

   Starting from the May 2025 release, Date-related search indexes in the Users advanced search now include new options to search within a moving range of days. This enhancement allows you to create dynamic "moving-window" sets (for example, a logical set of users who expired in the last 30 days).

   We're planning to expand this functionality to additional search indexes in upcoming releases.

   If there are specific search indexes where you'd like to see this feature implemented, please weigh in on this related idea: Search possibilities as "Received X weeks ago" or "Available X weeks ago".

10. Export slips to PDF

    Currently, Alma only allows exporting slips to Excel or "printing" to an email address. Please please add an option to export to PDF, using similar output that gets sent to a printer. Seems like it would be easy to add, and would be immensely useful.

    Jeremy Kurtz
    Arizona State University

    170 votes

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    6 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  AdminNoam Fass (Product Manager, Ex Libris) responded

    Using the ‘Quick Print’ functionality users have the option to print to PDF.

11. Timeout should be configurable

    Timeout should be configurable to allow for longer timeout than 60 min. This would be helpful for staff who work for example in areas like information services where you need to use Alma several times during the day but not continuously

    128 votes

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    27 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  AdminLiza Voloshin (Product Owner, Alma Resource Management, Ex Libris) responded

    Hi all, Happy to inform you that all Ex Libris platform products now include a configurable session timeout feature in response to community feedback from the Idea Exchange. Institutions can now set a default session timeout duration ranging from 15 to 150 minutes (default remains 60 minutes) from the new "Session Timeout" configuration page. For additional details see Alma May 2025 Release Notes.

12. Improved facets in Alma - Include/Exclude plus the ability to select multiple facets

    After searching in Alma, it would be great if we have the ability to further refine searching with facets that allow for the selection of multiple selections, as well as offering the ability to exclude or includes. For example, when searching a POL now, my facets for Status include In Review, Waiting for Renewal, Waiting for Manual Renewal, etc. I would like to either exclude two facets, or include 5 facets, but now I have to select one facet, review, then clear that facet and select the next one.

    91 votes

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    5 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  AdminUri Beladev (Product Manager, Ex Libris) responded

    Hi All,

    As previously stated by Lili, this functionality was already developed and exists in few pages in Alma (like Manage Sets, POL, Resource Sharing, and soon in search pages of All Titles, Electronic Titles, Physical Titles, Digital Titles, and more). Gradually, additional pages will move to the New UI, and will support the exclude facets functionality.

    Thanks,

    The Alma Team

13. Ensure sample xml is available at the same time new Alma letters are released

    When new Alma letters are released it would be super helpful if:

    • The sample xml file is added to the zip file here  https://developers.exlibrisgroup.com/blog/alma-letters-xml-samples-for-working-on-xsl-customization to coincide with the Sandbox release

    • Release notes include a link to the post on the developers network

    Even better would be if the sample could be downloaded from within Alma letters configuration

    LettersDefault.xml which is currently downloadable in Alma is a generic xml which cannot be used for customisation. Some letters require a scheduled job to be run (these are disabled on Sandbox by default) making it inconvenient to generate a letter in the system which could then be added to the Preview tab.

    When new Alma letters are released it would be super helpful if:

    • The sample xml file is added to the zip file here  https://developers.exlibrisgroup.com/blog/alma-letters-xml-samples-for-working-on-xsl-customization to coincide with the Sandbox release

    • Release notes include a link to the post on the developers network

    Even better would be if the sample could be downloaded from within Alma letters configuration

    LettersDefault.xml which is currently downloadable in Alma is a generic xml which cannot be used for customisation. Some letters require a scheduled job to be run (these are disabled on Sandbox by default) making it inconvenient to generate a letter… more

    91 votes

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    4 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    As of of Alma May Release when configuring letters, users can make use of out-of-the-box XML examples. These examples were now enriched to provide more detail that can help uses to customize the letters.
    For more information please see Release Notes:

    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202105BASE

14. Add a print test page option to printer action menu

    It would be great to have a simple way to test Alma printers, rather than having to go through a workflow to print something out. I think a good place for this would be on the action menu for each printer.

    89 votes

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    5 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  AdminDana Moshkovits (Admin, Ex Libris) responded

    Alma has incorporated a Test option on the Printer configuration page  that enables users to send a test HTML to the printer to verify that the printer is operational with Alma.

    For more information see August Release Notes

15. DKIM for institutional domain

    Allowing DKIM creation for institutional domains. Currently, ExL cannot generate DKIM keys for those institutional domains and allowing us that option will better serve our patrons.

    79 votes

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    4 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Ex Libris platform products now support DKIM digital signature for outgoing emails.

    For more information see the online help page in addition to a Developers Network technical blog Outgoing emails configuration

16. Less Scan In operations

    Despite the fact that Work Orders (WO) can be linked to a Circulation Desk, working with Work Order Departments and Circulation Desks in a same session can still cause many Scan In operations for the staff.

    There might be indeed several scan-in operations before an item becomes finally indicated as available (on shelf) on Alma/Primo. This is particularly the case for smaller libraries or library branches when most of the operations are made in the front office, at the library desk itself.

    We would like to reduce the number of scan-in operations so that for example at the end of an acquisition WO (receiving process fully completed) or when a digitization request has been completed (email sent to requester), the item becomes automatically available again (on shelf) without scanning in again the item (under Fulfillment > Resource Requests > Scan In Items). This option should be configurable at the library level (not at the institution one); this would allow flexibility in working with Work Orders for libraries and could significantly reduce the number of Scan In actions at a same desk.

    Despite the fact that Work Orders (WO) can be linked to a Circulation Desk, working with Work Order Departments and Circulation Desks in a same session can still cause many Scan In operations for the staff.

    There might be indeed several scan-in operations before an item becomes finally indicated as available (on shelf) on Alma/Primo. This is particularly the case for smaller libraries or library branches when most of the operations are made in the front office, at the library desk itself.

    We would like to reduce the number of scan-in operations so that for example at the end of… more

    70 votes

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    10 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    As part of the November release you can now set relation rules between libraries so that transit for reshelving will not be required between certain libraries, departments, and circulation desks. This reduces redundant work effort by not automatically putting items in transit for reshelving when the libraries are close to each other. This does not affect other transit types, such as hold shelf, work order, and processing.
    A new link, Reshelve Without Transit Rules, is now available in the Fulfillment configuration menu. By default, a rule is created with no input parameter and an output parameter set to false to maintain current functionality.

    for more information see: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Library?mt-draft=true#Configuring_Reshelve_Without_Transit_Rules

17. Allow for "open in a new tab"

    We should be able to have more than one page in Alma open in different tabs. Now, when I click "open in a new tab" the page that opens is the Alma homepage. This makes many of my workflows difficult.

    38 votes

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    5 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  AdminUri Beladev (Product Manager, Ex Libris) responded

    Dear Community,

    I'm happy to inform you that the new capability of parallel work in multiple tabs in internet-browser was released in May 2024 Release. See Release Note publication - "Support Parallel Work in Multiple Tabs in Internet-Browser":

    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202405BASE#:~:text=Support%20Parallel%20Work%20in%20Multiple%20Tabs%20in%20Internet%2DBrowser

    You can find more information on it in our documentation:

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/Alma_Environment_Multi_Tabs?mt-draft=true

    Thanks,

    Uri Beladev

    Library Platform, Product Manager

18. Upgrade internal XSLT processor

    Copied from https://ideas.exlibrisgroup.com/forums/308179-rosetta/suggestions/31088020-upgrade-internal-xslt-processor

    Currently ALMA seems to accept only XSLT 1.0 syntax for XSLT custom letter configuration files. This means we are deprived of the many goodies of XSLT 2.0 and 3.0:

    • strong typing and XSD types
    • XPATH 2.0 sequences
    • XSL functions
    • range variables
    • regular expression matching and grouping
    • URL encoding and decoding
    • better value comparison

    EXSLT 1.0 is not supported either, so whenever I try to do something more intelligent that some simple markup and string replacing, I hit the limits of XSLT 1.0. Trying to make decisions in your XSLT based on element values without regular expressions is a big PITA - if possible at all - and leads to huge XSLTs that nobody can read afterwards, not even the author.

    And don't get me started on the nice things that XSLT 3.0 provides like JSON, attribute and text value templates, dynamic evaluation, packages and tons of extra/enhanced XPATH 3.0 functions.

    Copied from https://ideas.exlibrisgroup.com/forums/308179-rosetta/suggestions/31088020-upgrade-internal-xslt-processor

    Currently ALMA seems to accept only XSLT 1.0 syntax for XSLT custom letter configuration files. This means we are deprived of the many goodies of XSLT 2.0 and 3.0:

    • strong typing and XSD types
    • XPATH 2.0 sequences
    • XSL functions
    • range variables
    • regular expression matching and grouping
    • URL encoding and decoding
    • better value comparison

    EXSLT 1.0 is not supported either, so whenever I try to do something more intelligent that some simple markup and string replacing, I hit the limits of XSLT 1.0. Trying to make decisions in your XSLT based on element values without regular expressions is… more

    37 votes

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    4 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    As of Nov 2022, it is possible in Alma to use functions in XSL version 3 or lower for letters configuration. See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2022/Alma_2022_Release_Notes?mon=202211BASE

19. Make the Manage Sets table sortable

    Most institutions make heavy use of Sets functionality, but there are basic UI improvements that would save time and effort. One would be to make the "Manage Sets" table sortable by the column headings that are not currently sortable:
    Active
    Type
    Content Type
    Created By
    Creation Date

    32 votes

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    2 comments  ·  Other  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    As of Alma June Release you can:
    sort the list of sets by any of the existing fields.
    filter the list of sets by content origin
    for more information please see Alma June Release Notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202106BASE

20. Customize display settings

    Parts of Alma are difficult to read. I would like to see more space between lines of text, more contrast between font colors, larger type, etc.. It would be nice if each user could customize their display settings.

    28 votes

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