Alma
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1903 results found
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Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the le
Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the letter to vendor. As it is now only the ISBN (if it is available) and title are listed, sometimes the author. Many vendors reply asking for further information to identify what it is we are ordering.
48 votes -
Do not allow invoices with a mismatch in payment method between vendor account and invoice from going into Approval status
It should not be possible to submit an invoice with a payment method that differs from those listed on the vendor account.
We have vendors who only accept certain types of payment, such as wire transfers. This can be documented at the account level of vendor records. However, an invoice can still be manually created that uses a payment method not used by that vendor, and it can go all the way through to issue a payment the vendor cannot accept, such as a check. There is a blue alert, but it does not block submission of the invoice. Testing…48 votes -
Improve financial forecasting of subscriptions
It would nice to have more functionality in terms of subscription financial forecasting.
Although we can roll over subscriptions with a blanket % increase, we would like to be able to input and overwrite this where we know price increases will differ.
In addition, where we know the increases for multi-year agreements, these can all be set in advance, allowing for more accurate encumbrance figures.
48 votes -
Lending Ship item physically check item barcode matches title
When staff use "Ship Item Physically" from an individual request, there is no check that the item barcode entered into the Ship form matches the item barcode for the title. Staff can accidentally scan a barcode for a different request.
Because the item barcode is already in use, the other request can't be Shipped.
Adding a General setting to check that the item barcode matches the located title would help prevent workflow errors.
48 votes -
Pop-ups for invoice alerts
We noticed, that certain invoice alerts won’t pop up upon saving the invoices. This way, quite relevant alerts, such as “Invoice contains vendor account which differs from one or more linked PO lines” or “Invoice using different vendor than poline POL-***” will be unnoticed.
We would find it very helpful, if these alerts would pop-up upon saving the invoices.
48 votes -
Move requests and temporary locations - option to flag for processing, etc.
At present the item move requests sometimes work too seamlessly. Especially for items that are onloan when the request are made (or the item is restored to its permanent location). This is an issue when the items need manual intervention, e.g. relabelling. Items go through the process without being flagged unless another process is used, e.g. a work order or fulfillment note.
It should be possible to flag items for manual intervention when they arrive at their new or original location. A message on the lines of 'Move Request: check labels etc.,' in the manner of a fulfillment note.
48 votes -
Option to automatically suppress Bib records when AutoHoldings portfolios are unlinked or deactivated
The Issue:
Currently, when using vendor AutoHoldings collections (such as Wiley, Elsevier, etc.), Ex Libris recommended best practice is to set "Automatically delete portfolios removed from service" to No. This protects institutions from permanent data loss if a title is temporarily dropped or updated by the vendor.However, when AutoHoldings unlinks or deactivates a portfolio in the Institution Zone (IZ), the portfolio remains in the system while becoming inaccessible. Because the bibliographic record is not automatically suppressed, patrons still encounter these titles in Primo VE as "Not Available" or broken links, leading to a poor user experience and unnecessary support…
48 votes -
Make restored CZ electronic portfolios local when using the Manage deleted repository tool
When using the Manage deleted repository tool to restore deleted CZ electronic portfolios, the restored portfolio should be restored as local, with the blue house icon.
Currently, the restored portfolio does not become local, but instead appears as linked to the CZ (blue person icon displays), even though the CZ portfolio no longer exists. The result is portfolios in your IZ, that look like they should be CZ linked/managed, aren't. Because the portfolios appear as CZ linked, you are unable to identify the portfolio as local through filtering/reporting and take desired follow up actions. For example, if a CZ portfolio…
48 votes -
Prevent items to be loaned immediately when they are returned at a SIP2 Self check machine and have a Rapido personal delivery request
When a loaned item is returned at a SIP2 Self check machine and has a Rapido personal delivery request, the item is automatically loaned to the patron (and sorted to a request bin). Requested items then are scanned in at a circulation desk for further processing. In case of a personal delivery request, the item is immediately returned and marked for reshelving. Librarians do not see that there was a request (and a short loan).
Previously we handled personal delivery requests via a GetIt request. The effect was the same, but we were able to prevent this behaviour by de-selecting…
48 votes -
Add the "Public note" of the item to the PNX record
The content of the item field "Public note" will not be published to Primo. We want to index the public note in Primo but the field is not transferred to the PNX record.
47 votes -
Preventing Change of Due Date (Recall) when placing Physical Item Request
When placing a physical item request for an item that is checked out, we typically want to recall the item, but there are sometimes exceptions to this. For these exceptions, we would like to have the option, while placing the request, to prevent the recall and simply add the requester to the queue without changing the due date.
47 votes -
Option to define another set of records to be included in the Database search
The database search in Primo includes only electronic collections with collection type “database” or electronic collections with a collection level URL and an unsuppressed bibliographic record.
Even though you can change the electronic material type of a portfolio to “database” these titles can’t be searched through the database search. This means we have to add local database collections even though the title can be activated through the community zone.
An example is the electronic collection “De Gruyter Databases”. I should like to be able to include these in the database search.47 votes -
Payment option on user Fines/Fees tab
We would like to include a "Pay" option in the drop down list at the bottom of user Fines/Fees tab (see attachment). There are many times that patrons want to know their fine details. The staff have to show the patron Fines/Fees tab. If the patron wants to pay after that, the staff has to exit the Fines/Fees tab to pay the fine, which we think is wasting the time. Why don't have a "Pay" option in the dropdown on the Fines/Fees page?
47 votesThe Manage Patron Services menu has moved to the new UI, allowing improvement management of the payment process from that interface.
I was optimistic about exploring this idea further. While I had hoped to prioritize this enhancement, it hasn’t gained the traction we typically look for to move forward. As a result, it’s unlikely to be implemented in the foreseeable future. That said, your feedback remains valuable, and I’ll continue to keep it in mind as our roadmap evolves.
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Ability to change the default for reading room to NOT FINAL - Second Attempt
In August 2018 Release we got a solution for the original idea, which made things worse for us. Previously the default for the reading room was set to "Final" check in. The original idea suggested to change this to "Not Final" to help avoid a scenario where for example resource sharing items are returned accidenty to their home campus when users are not finished with them.
As of August 2018 Alma remembers the last selected choice and keeps it for the next action ("sticky approach"). Since eventually every book loaned in the reading room has to be returned "final", now…47 votes -
Improve po_line_remove_interested_users_job
The polineremoveinterestedusers job allows institutions to delete Interested Users from PO lines that have closed. However, there are many times when a PO line is closed before the item has left the department; consequently, running the polineremoveinterestedusers job means that interested users may be deleted before the item becomes available. Additionally, while the job removes the Interested Users from Alma, it does not remove the information from Analytics.
We request that:
A. Institutions have the ability to set a delay on the job based on the date the PO line was closed.…47 votes -
Allow a NR to run with the PTC job
TL;DR:
We would like to have the ability to run a normalization rule whenever the PTC modifies a record.Background:
In November 2024 Ex-Libris added a new functionality to the PTC job:
MARC 21 Preferred Term Correction Can Flip Headings with Cross-Reference in Different Field
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202411Problem:
The PTC job only changes the first indicator correctly when the PTC job changes a field into 630.
in all other cases, the existing indicators remain.
We opened a case and spoke directly with Ex-Libris, but were told that the PTC job runs as intended, and that not handling the indicators is not…47 votes -
Better flexibility / more weekly options when scheduling Fulfillment Job (i.e. Fees/Fines Notification Job)
Hello,
we would like to be more flexible, to have more options to choose from when scheduling the Fees/Fines Notifications Job (or even better: all Fulfillment Jobs).
Currently, we are using the only weekly option available (every Tuesday at 11:00), but since some of our legally relevant Fees/Fines Notification Profiles are set to printed letters, the offered time slot could not be much worse.
When we have signed and sealed the letters, there is no chance at all to get them out by the same day's post.
Please add at least another weekly time slot in the early morning hours,…
47 votes -
Ability to create additional note fields in the physical item editor
At the physical item Editor, we currently have access to one public note, one Fulfillment note, 3 internal notes and 3 statistics notes. We would need 3 additional public note fields visible to the user in Primo and 3 additional internal note fields.
47 votes -
Allow relinking of items to other holdings records via API
The Alma user interface allows cataloguers to relink an item onto a different holdings record, either on the same bibliographic record or a different one. It is not possible to relink an item via the API.
If a library wishes to do a major restructure of holdings records via API (e.g. post migration from another system), it is currently impossible. For example, during migration of our early printed books from our old LMS, Ex Libris craeted one holdings record per location, despite there being multiple distinct items with different shelfmarks and provenance history, which should have separate holdings records. We…
47 votes -
Enhance Physical Locations List export for "Suppress from Discovery" and other tags
At the moment there is no easy way to create a list of all physical locations set to "Suppress from Discovery".
It's not in the export, it's not in Analytics and it's not in the data you can get via API.
I would expect this information to be included in the export you can download in Alma. Same thing goes for "Accession Placement", "Call Number Type" and all other fields that are available in "Edit Physical Location".
At the moment the export is rather short as it contains only Code, Name, Location Type and Fulfillment Unit.
46 votes
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