Alma
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1903 results found
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Allow access to "Roles Privileges" configuration for General System Administrator
Allow access to "Roles Privileges" configuration for General System Administrator
Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)
Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.
Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:
- …
64 votes -
Hide ‘edit’ option from My Library Card > Personal Details for specific user groups only
In Alma you can choose to hide the "Edit" option from the 'Personal Details' under 'My Library Card' for ALL your users by changing the parameter key 'primopatroninfo_updatable' to N
This works fine if all your users are set up as external users who automatically gets their contact information updated from a system outside Alma. But if you set up your students as external users and public users as internal users you will have to choose between letting the students update contact information that will be wiped out next time data is loaded in to Alma or not…
64 votes -
A "kill switch" for General System Administrators to immediately disconnect individual Alma users
Use case: A library employee (student or staff) responds to a phishing text message by providing their Single Sign-On (SSO) credentials; SSO is used on our campus for Alma authentication. I want to (1) disable all the roles on the library employee's account except for Patron; (2) disconnect the employee if he/she/they/* has an active session in Alma; and (3) be notified with the IP address of the originating computer if he/she/they/* attempts to log in again. I would like to accomplish both #1 and #2 by checking a box ("Disable roles") and moving a slider ("Disconnect user"), WITHOUT having…
64 votes -
Add Associated PO Line field to New Order Import Profile & Update PO Lines job
Alma lacks the functionality for batch adding an Additional PO Line to a group of PO Lines. Because Alma lacks this functionality, a great deal of manual work is required.
Here is the use case: we made a large prepayment (the parent POL), and now we are creating technical orders (the child POLs) for all the items we chose to purchase with that pre-payment. We need each of the child POLs to have the parent POL as its Associated PO Line. We can create the child POLs in a batch using a New Order Import Profile. However, we have no…
64 votes -
Update import profiles, so portfolios are listed in ALMA & Primo in the same order as the 856 fields in the bibliographic record
Currently electronic portfolios are generated from the 856 fields in the bibliographic record, but they appear in reverse order in ALMA and Primo. Vendors often have 856 for multiple volumes in their records and they often list URLs in the order of their importance. In my attached example, the vendor includes a link to browse the particle resource first, then links to search the collections which contains the resource. The links are listed in order of importance. It is confusing to the user to list v.2 before v.1 and less important searching options before the most direct way of access…
64 votes -
Make it possible to change the bib reference on orders with a CKB ID
Currently, it is not possible to change the bib reference (relink a bib) on orders which have a CKB ID, only those which have an MMS ID. I think it should be possible to change the bib reference on all orders.
63 votes -
Add "Managed By Library" facet in "Monitor Requests & Item Processes"
There's a need to check the list in transit from a library to another library.
In "Monitor Requests & Item Processes" menu, there are 'Pick up location' or ' 'Owning Library' facets.
But there's no facet to check destination of the item.It will be very helpful, if the facet is given by Alma.
63 votes -
Set the sender address to the address of the staff that made the PO and automatically forward the mail to the said staff.
With multiple librarians handling PO, this can help us keep better track of PO details and increase process efficiency.
63 votes -
XML Expansion for "Ful Resource Request Slip Letter" with Data about Reshelving Status and about Expected Date when Item will be Reshelved
For fetching requested media at the stacks we are making use of the "Ful Resource Request Slip Letter" in printed form which we customized according to our needs.
Unfortunately, the data fields that contain
- the information that the requested item might currently not be at the stacks because it has just been returned and is therefore very likely on its way back to the stacks (Status = awaiting_reshelving)
- and the information when the requested item is expected to be reshelved ("reshelving_time")
are not provided in the XML data of the "Full Resource Request Slip Letter".
This information, when be presented…
63 votes -
Change default value in pop-up message for shipped items in the scan in interface
This warning message was added in July 2020 release to prevent accidentally completing a lending request:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes
With the introduction of Rapido, we noticed this warning message popping up a lot more often, and since the default value is on "Confirm", many requests are cancelled accidentally by double-scanning. We would like to suggest that this message be set by default to "Cancel" rather than "Confirm" or being able to configure the preselected default value.
The mapping table is under: IZ Configuration > Fulfillment > Physical Fulfillment > Scan In Messages Configuration > line 3 Complete lending request.63 votes -
Copy subscription date range
When adding an invoice line for a POL which has subscription date it would be useful if there was an option to copy the POL Subscription dates to the ‘Subscription Dates Range’ in the invoice line rather than having to enter it. Especially if there are multiple invoice lines it would speed up entering the data and avoid errors.
63 votes -
Block lenders from updating expired lending requests to shipped
Alma currently allows libraries to ship lending resource sharing requests even after they expire. This can occasionally create extremely confusing situations where the borrowing library receives multiple items from multiple libraries for the same lending request. Unfortunately, Alma completes both the borrowing and lending request when the lender who let the reqeust expire receives the item they shipped back from the lender. The only way to fix a problem like this is to delete the original reqeust at all three libraries and then create a brand new request. Can you please have Alma block any attempt to update a lending…
63 votes -
Additional POL type options for purchase requests
Currently, when creating a POL in response to a Purchase Request, the available POL type options are limited to 'physical book' or 'electronic book'. However, we also receive purchase requests for other resources, such as DVDs, CDs, musical scores, etc.
We would like to have more PO Line type options to select from when ordering a requested item.
63 votes -
Configure courtesy loan letters by location or item policy.
It would be nice to be able to configure courtesy loan letters by either location or item policy, so that letters aren't generated for a 2 hour reserve.
63 votes -
Retain Data in Interface Records
We really like the multiple tabs on interface records that allow us to record different admin logins and statistical information.
Publisher and vendor changes happen pretty frequently in our environment and we foresee needing to move interfaces from one vendor to another on occasion.
We just found out the hard way that when an interface is deleted from a vendor record and then added to another vendor record all the information that was in the various interface tabs gets wiped out. Can something be done to preserve the information that was hand keyed into the interface tabs?”62 votes -
Changing Holdings or Relinking Item is Possible Only in User Role Scope for SOURCE library
At present staff can move items from a library they don’t have a user role for, to a library they do have a user role for. For example, staff could move an item from the Rare Book Collection holding in one library to a Withdrawn holding in another library if they have the user role for the latter.
In the May 2021 release changing holdings for an item or relinking an item to a bibliographic record required the TARGET library to be within the scope of the user role. This prevents moving item or changing holdings for an item if…
62 votes -
Under Electronic Service Editor to have the ability to remove portfolios in bulk.
In the electronic service editor you have the ability to deleted all the selected portfolios. I would like the ability to simply remove the portfolios in bulk from the collection.
62 votes
Dana Moshkovits
responded
Clarification was provided regarding the functionality requested – which is not to delete portfolios but rather detaching portfolios from the collection and setting them as standalone portfolios.
Re-opening the idea. -
Manage Deleted Repository--ability to select and restore a group of records
Manage Deleted Repository is a helpful feature helps us restore records that were mistakenly deleted. However, it only allows us to restore records one at a time by clicking a "Restore" button next to each record. This is not workable when a large number of records need to be restored. We need functionality that will allow us to select and restore groups of records.
The Restoring Records Removed or Changed by Jobs functionality (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/020Manual_Jobs_on_Defined_Sets#Restoring_Records_Removed_or_Changed_by_Jobs) does not sufficiently address this need, as it can only restore repository content deleted by a job, not records deleted manually. Also, even in…
62 votes -
Analytics - Last Return Date
It would be extremely useful to be able to report on the Last Return Date; this should be added to the Physical Items subject area alongside the Last Loan Date parameter
62 votes -
Persistent User Group Data in Borrowing Requests Subject Area
We would like to request that the Borrowing Requests subject area in Analytics captures and stores the patron's information (specifically the User Group) at the time of the transaction, rather than pulling the current status from the user record.
Currently, historical reports on borrowing requests reflect the requester's present-day group. If a student who made a request three years ago is now a staff member, or if their record has been deleted, the historical data is either overwritten or lost. This makes the data entirely out of context and renders historical analysis and longitudinal reporting impossible.
In the Fulfillment subject…
62 votes
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