625 results found

1. Please add Description field to all three tabs in Patron Services page: Loan tab, Return tab, and Request tab

   Currently, there is no Description field in Patron Services page. Library staffs are not able to immediately recognize which issue, volume, or number is loaned, returned, or requested by a patron at a glance in three tabs at this page.

   When circulation desk staff help patron to check or see their loans in Loan tab, Description field is not visible.
   Or, if a patron requests different issues under the same title at a time, when he/she comes to circulation desk and wants to pick up his/her requested items, library staff will need to spend more steps to check the Description of each item. This takes too much time when it is busy at circulation desk.

   When returning items in Manage Item Returns page, we can clearly identify which issue is returned through Description field, this is helpful.
   Please also add Description field into all three tabs in Patron Services page, thank you!

   Currently, there is no Description field in Patron Services page. Library staffs are not able to immediately recognize which issue, volume, or number is loaned, returned, or requested by a patron at a glance in three tabs at this page.

   When circulation desk staff help patron to check or see their loans in Loan tab, Description field is not visible.
   Or, if a patron requests different issues under the same title at a time, when he/she comes to circulation desk and wants to pick up his/her requested items, library staff will need to spend more steps to check the Description… more

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   7 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   A new ‘Description’ column can be added to the list of loan items in the Manage Patron Services page. The column shows the value of the physical item’s ‘Description’ field.
   for more information please see Alma July release notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes

2. 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 15 generic material types added to this table that will allow libraries a bit of flexibility in dealing with this category. Similar to how Primo has blank PNX fields that can be used to create additional facets, etc. that best fit the needs of the library and its users.

   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… more

   355 votes

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   Completed  ·  14 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →

3. Ability to edit "subscription from date", "subscription to date", and "additional information" fields on closed invoices

   For some institutions, this data did not migrate, and for others, there are invoice operator errors that need to be fixed. This is vital to subscription management. We need this.

   352 votes

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   Completed  ·  7 comments  ·  Acquisition - Invoices  ·  Delete…  ·  Admin →

4. Document Delivery - 10 MB Attachment Limit too small

   For document delivery (scanning and delivering book chapters and journal articles) the limit is 10 MB. This equals roughly 20 pages of black and white text only on default, low res scanning setting.

   For anything in color or with detailed photos we typically cannot send, requiring us to cancel the request and deliver the scan outside of the Alma workflow.

   347 votes

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   4 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   For attachment digitization requests, the file size limit was increased from 10 MB to 25 MB.

5. 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

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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

6. Automatic removal of lost item from patron loan list once replacement fee is paid AND recorded in item history.

   Currently, when an item becomes "lost" and a patron is charged the item's replacement fee, when the patron pays the replacement fee, the item remains on the patron's list of loans. So, one either must individually delete" lost loans that are paid for or run a close lost loans job. Neither action is recorded in the item's history. the item is paid for. Ideally, once an item is paid for, the item should be automatically removed from the patron's list of items and have a process type of "missing" or "lost and paid for" or something along those lines. And, this action should be recorded in the item's history.

   Currently, when an item becomes "lost" and a patron is charged the item's replacement fee, when the patron pays the replacement fee, the item remains on the patron's list of loans. So, one either must individually delete" lost loans that are paid for or run a close lost loans job. Neither action is recorded in the item's history. the item is paid for. Ideally, once an item is paid for, the item should be automatically removed from the patron's list of items and have a process type of "missing" or "lost and paid for" or something along those lines. And,… more

   333 votes

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   21 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   Completed as part of January release:
   When an on loan item’s status is changed to Lost and the last lost or replacement fee is closed, the loan status can now be changed to Lost and paid and the loan is closed
   Please see Alma January release notes for more details:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201901BASE

7. 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.

8. Add Statistics Notes to Search Indexes

   Currently Statistics Notes in item records are not among the options of search indexes in Alma. Recommend adding them. Evidently they can only be searched in Analytics now.

   327 votes

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   3 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   In advanced search for Physical titles and Physical items, you can now search for statistical notes.
   For more information see Alma May Release Note at:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

9. Allow Purchase Requests to be re-linked to a different bib record

   After the March updates and the removal of the search in repository it has become difficult to correct mistakes after the initial creation of a purchase request. I suggest that the search in repository function be added back to allow us to relink a purchase request to the correct bib record instead of having to recreate the purchase request.

   320 votes

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   Completed  ·  1 comment  ·  Acquisitions - General  ·  Delete…  ·  Admin →

10. 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

11. 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.

    308 votes

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    7 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    You can now view the last activity date for specific activities in the Last Patron Activity Date field of the User Details Page. The field is display only and will be available for analytics in an upcoming release. Due to privacy concerns, data will only be collected from activation of this new feature onward. If the option is disabled, all data collected in this field will be deleted for all users.
    For more information please see Alma February release notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

12. Add functionality to fund summary pages to view encumbered orders

    There is no functionality within the fund summary pages to see what orders have not yet been paid (order still encumbered). The value of the encumbered orders does show in the summary graph however it would be really useful to see the orders this relates to.

    304 votes

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    Completed  ·  7 comments  ·  Acquisition - Funds  ·  Delete…  ·  Admin →

13. Add a public note field in interface record

    From time to time, a vendor interface goes down temporarily. While we follow the access issue up with the vendor, we add a public note for our students and staff indicating that the interface is temporarily down. The issue is that often we have many electronic collections with the same interface, and therefore must add a public note to each and every electronic collection that uses the affected interface, and then remove all of the notes once access is restored.

    Since all of these electronic collections link back to a single interface, it would be great if there were a field in the interface screen to add a public note about temporary interface unavailability that would appear in the discovery layer for all eresources (portfolios) in the electronic collections linked to that interface.

    This would improve the process by significantly reducing the time it takes to add/remove public notes to multiple electronic collections - and also reduce human errors when a public note for a particular electronic collection is missed.

    From time to time, a vendor interface goes down temporarily. While we follow the access issue up with the vendor, we add a public note for our students and staff indicating that the interface is temporarily down. The issue is that often we have many electronic collections with the same interface, and therefore must add a public note to each and every electronic collection that uses the affected interface, and then remove all of the notes once access is restored.

    Since all of these electronic collections link back to a single interface, it would be great if there were a… more

    296 votes

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    6 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
    Completed  ·  AdminDana Moshkovits (Admin, Ex Libris) responded

    Alma May release includes the ability to Batch Update Electronic Collection Attributes - with this new functionality in place the use cases described in this Idea can be fulfilled - for example adding public note to a set of  electronic collections 

    for more information please see Alma May Release Notes 

14. Add functionality to better manage queue for reserves/holds

    More academic libraries are checking out high-traffic electronic items (laptops, Wi-Fi hotspots, etc.) and often have a long list of patrons with holds on these items. It would be useful if we could manage the queue for user holds/reserves more effectively. We should be able to renumber/reposition users in the queue (presently you may only bump someone up to the very top of the queue or profile a priority if users are from different user groups). We should also be able to manage the queue without having the item available; presently that is not possible. We often have 12+ users on a hold list at a time for laptops...and the users are generally all the same user category (students), so the present Alma functionality is just not helpful. If a laptop comes back and needs to be repaired, it is a big deal to manage the hold queue, so the next person in line is not bumped back to the bottom because that item needs repaired. Managing the queue should be a straightforward thing.

    More academic libraries are checking out high-traffic electronic items (laptops, Wi-Fi hotspots, etc.) and often have a long list of patrons with holds on these items. It would be useful if we could manage the queue for user holds/reserves more effectively. We should be able to renumber/reposition users in the queue (presently you may only bump someone up to the very top of the queue or profile a priority if users are from different user groups). We should also be able to manage the queue without having the item available; presently that is not possible. We often have 12+ users… more

    297 votes

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    10 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Completed  ·  AdminDana Moshkovits (Admin, Ex Libris) responded

    It is now possible to re-order the requests in a title's queue.

    For more information see August Release Notes

15. Deleting requests older then a certain date

    Would it be possible to have a way of deleting physical item requests older then a certain date? Now it's only possible to delete all requests on a title, but that's not very useful.

    Highly requested titles on a courses reading list is often not relevant after a certain date, when the course has ended. We sometimes see that old requests, that we haven't been able to fulfill, are causing unnecessary delay in fulfilling requests that are still relevant for the new, active course.

    When we had to close the library in spring 2020, we also could see that a lot of requests wouldn't be fulfilled, and the users would not be interested once we opened again. Unfortunately our users are not very good at cancelling their requests, or give us notice that a book is no longer needed, when they get the hold shelf notice.

    Having the possibilty to delete requests older then a certain date, will help circulate our books more efficiently.

    Would it be possible to have a way of deleting physical item requests older then a certain date? Now it's only possible to delete all requests on a title, but that's not very useful.

    Highly requested titles on a courses reading list is often not relevant after a certain date, when the course has ended. We sometimes see that old requests, that we haven't been able to fulfill, are causing unnecessary delay in fulfilling requests that are still relevant for the new, active course.

    When we had to close the library in spring 2020, we also could see that a… more

    292 votes

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    2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Completed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    Hi,

    
    

    The new Delete Old Requests cloud app deletes old requests based on a CSV file. You can create a report in Analytics, for example by create date, export to a CSV file, and then use the app to delete.

    See https://developers.exlibrisgroup.com/appcenter/delete-old-requests/ 

16. Make Alma link resolver compatible with EndNote's "Find Full Text" feature

    EndNote offers a "Find Full Text" feature that allows users to locate full text for citations saved to their library. The feature can be configured to work with your institution's link resolver. However, according to EndNote customer support, the Alma link resolver is not currently compatible with this feature. This enhancement would allow Alma customers to locate full text for EndNote citations via openURL.

    285 votes

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    23 comments  ·  Link Resolver  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    Endnote 20.3 " Find Full Text" can now be configured to locate and download full text for references using Alma's link resolver.

    Instruction for setting the integration can be found in the following blog

17. Show a confirmation/warning about completing a lending request when using scan in items

    It would be a good enhancement to get a warning or a confirmation that a request is about to be set to completed, when we scan in an item that is currently in a resource sharing process. Because we use RFID, we have had multiple occurences of scanning in a document that already has the status Shipped Physically again by mistake, only to have the lending request irreversibly set to Request Completed, without the item ever being received by the Borrowing library. This means we have to contact the owning library and ask them to resubmit the request.

    When using Scan in items, it should check the lending request to see if it ever had the status Physically Received by the library. If not, it should display a prompt asking us to confirm if we actually want to complete it unfulfilled.

    It would be a good enhancement to get a warning or a confirmation that a request is about to be set to completed, when we scan in an item that is currently in a resource sharing process. Because we use RFID, we have had multiple occurences of scanning in a document that already has the status Shipped Physically again by mistake, only to have the lending request irreversibly set to Request Completed, without the item ever being received by the Borrowing library. This means we have to contact the owning library and ask them to resubmit the request.

    When using… more

    279 votes

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    8 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    As of July release you canset a message to warn the users if they are going to complete a lending process when scanning items. On the Scan In Messages Configuration page, the Complete lending request message, which defaults to none (no message), can be set to Popup message.
    for more information please see Alma release notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

18. "Skip location" in "Pickup from shelf"

    We would like to be able to choose which location to send a request to when skipping a location in the "Pickup from shelf" task list.

    277 votes

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    17 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    On the Pick-Up Requested Resources page, if the Skip Location action is available (the request can be fulfilled by at least one other location that the request has not been previously assigned to), a Manual Skip Location action now displays in addition to the Skip Location action
    For more information please see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes#Select_Request_Locations

19. 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".

    277 votes

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    5 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    When an internal 'ship digitally/physically' request is placed for a lending request (automatically OR manually), a 'Will Supply' message is automatically sent (and status changed accordingly) to reflect that.

    Fo more information please see Alma January RN

20. 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?

    277 votes

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    Completed  ·  22 comments  ·  Analytics  ·  Delete…  ·  Admin →