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1691 results found

  1. Narrow Withdraw Items job functionality to Physical Items sets

    1. Restrict the Withdraw Items to functioning with Physical Items (barcode) sets. (Currently it will run with sets of Physical Titles and effectively perform as if the job DELETE BIBLIOGRAPHIC RECORDS were run with the “Delete all associated inventory resources” parameter selected.)

    2. Include OCLC number in the Excel Export for Physical Items (currently only Physical Titles sets export with the OCLC number, but those sets function erroneously in the Withdraw Items job)

    35 votes
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  2. Receiving note for electronic resources

    It would be fantastic if a receiving note option was included for electronic resources as it is for print resources (a field which can be extracted for analytics). The current notes field can not be accessed via analytics and it is therefore difficult to track trends in usage, information about cohorts using different resources, reasons for purchasing, etc.

    35 votes
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  3. Allow Alma to export preferred names to ILLiad when automatically creating ILLiad user records

    When Alma automatically created an ILLiad user record for someone who has submitted a resource sharing request that must be exported to ILLiad, it always passes the First Name and Last Name fields to ILLiad even if the user's records contains a Preferred First Name and/or Preferred Last Name. It would be incredibly helpful if Alma could pass preferred names to ILLiad if the user's record contains any preferred names.

    35 votes
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  4. Use preferred email from Partner record for shipping digital Lending Requests

    Often the Requester Email in a Lending Request is not the email that we can ship a digital item to (or sometimes the Requester Email is empty). Instead, the email address we use is from the preferred email address in the Partner record. We would like configuration to be made available so institutions could choose to use the preferred email address from the Partner record in Alma when shipping digitally instead of the Requester Email address that comes with the Lending Request.

    35 votes
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  5. Have searchable Notes fields in vendor records

    It would be great if the data in the Notes tab of vendors records could be searchable - possibly as an Advanced Vendor search, or as part of a keyword search, or even within Analytics. Some data from Voyager's 'alternative vendor name' field has been migrated into the notes and it would be useful to be able to search on this.

    35 votes
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  6. Add "linking information" in Community zone databases when they are not activated yet

    Hello,
    When I look in the Community Zone at an electronic Portfolio that has not been activated by us yet, I can click on "Linking Information" and test the link and control if it goes where we want it to go.

    Unfortunately, this is not possible yet, when we want to look at a zero title database. There, we actually can only test the link after we have activated it.

    Therefore, I suggest adding the field "Linking information" on database level, too, for databases that are not activated yet; analogous to the field that exists on portfolio level.
    Best,
    Igor…

    35 votes
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  7. Alma Split View Hides Main Menu, Affecting Cloud App Access

    After rolling out the new UI for the “All Titles Search” with split-view functionality, the main menu is no longer persistent. The menu (which contains location, notifications, cloud apps, etc.) disappears when entering split view.

    This is particularly problematic for institutions that frequently use cloud apps in their workflows—for example, when editing physical items. While cloud apps can be pinned before entering split view, this workaround is not satisfactory. Pinning apps adds unnecessary clicks and is easy to forget, resulting in frequent toggling in and out of split view.

    As a consequence, many staff members have stopped using cloud apps…

    35 votes
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  8. Acquisitions: Add the possibility to contact the vendor when manually closing a POL

    We need a way to discontinue a standing order before completion and to inform the vendor about it via email directly from Alma.
    "Cancel" does have the possibility to inform the vendor about the cancellation. However, by cancelling a POL, Alma is designed to completely undo the order by detaching already received items from the order and cancelling active requests on these items (this caused us huge trouble in the past, so we can’t use it).
    "Close" is currently lacking the possibility to contact the vendor via email directly from Alma.
    So we suggest that an option to contact the…

    35 votes
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  9. The default receiving status in manage items of receiving workbench is all and it should be not received or should be configurable

    As part of the new prediction pattern development it is possible in the receiving workbench to receive new items and filter the 'manage items' section by "all" "received" or "not received".
    Currently it defaults to "all" which is not what would be desired because
    A. it would show too much
    B. they would need to manually search for what they want to receive.

    It should default to "not received" because then they can choose the issue they have in hand and receive it. Another option would be to have it always remember the previous filter of the user and use…

    34 votes
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    Anonymous responded

    Submitted by Ex Libris PM on behalf of our customers

  10. Automatically disable a loan rule

    During the holidays, we set up exceptional loan rules for a specific period (e.g. summer holidays).

    But these rules must be deactivated manually, at a given date, in order to return to the normal rules used during the academic period.

    It would be very interesting if these rules could be deactivated automatically by Alma, by entering, for example, an expiry date.

    34 votes
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  11. Enable embedding fund balance graphs and data on Alma Home Screen

    Fund balance data from Analytics is inaccurate as data is piped in to Analytics on a daily basis, making fund balance widgets created in Analytics less useful for checking available balances. We would like to request the ability to quickly access up-to-the moment fund and available balances available under each fund under Acquisitions > Funds and Ledgers > Fund > Reports in home page widgets. This would enable staff placing order to check live fund balances easily on a regular basis.

    34 votes
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  12. Make the "General Mail" feature more customizable

    On the "User Details" screen in Alma, there is a "Send Message" function. If "General Mail" is selected, any message that is composed shows up as "ILLEMAILTOUSERlongstringofnumbers" under the user's Attachment tab. Unlike other letters, this is saved as a "text/plain" type, requiring the file to be downloaded before it can be viewed. It would be nice if this attachment type could be renamed, or given a more descriptive title than "ILLEMAILTO_USER," especially as it is generated from within the User Details screen and not via Resource Sharing or ILL.

    34 votes
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  13. Add suppress functionality to context menu in list of holdings

    When a staff member is looking at a list of holdings for a physical title, the right-click context menu / actions (ellipsis) menu should include a function to suppress holding.

    It's inefficient to have to enter the MDE to complete this action. It's inefficient to have to run a job for just a few holdings at a time.

    34 votes
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  14. Automated order claiming

    We need a solution for order claiming that works automatically for this for groups
    - one time orders
    - subscription orders
    - standing orders
    - online resource orders.

    Workflow:

    a) The expected receipt date/expected activation date in the order/item/portfolio is reached.
    b) Alma must send an claim to the vendor.
    c) Alma changes the expected delivery date/expected activation date automatically by taking the information from the vendor-account (date of day plus expected receipt after ordering (days)/date of day+expected activation after ordering (days)).
    d) A reminder in the task list is not necessary.

    Details for the four groups see attachment please.

    34 votes
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  15. Add roles to “Use Electronic Inventory Features” in DARA

    Currently, the “Use Electronic Inventory Features” in DARA is available only to users with the “General System Administrator” role.
    We propose making the “Use Electronic Inventory Features” available to users with the “Inventory Operator” role for viewing purposes only, without the ability to configure or run jobs.
    This will allow more users to view important content news, and better understand and manage electronic resources.

    34 votes
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  16. Add the option to custom harvest the entire institution's SUSHI accounts

    We usually analyse the usage data of the whole previous year. In our "Monthly usage data" overview many reports failed. We have 100+ vendors with SUSHI accounts.

    To manually go to each vendor and custom harvest the year's usage data takes a long time.

    Please include the option to run a job that harvests ALL SUSHI data as a custom harvest.

    34 votes
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    0 comments  ·  Other  ·  Admin →
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  17. Acquisitions API - Interested in user – add other identifiers in addition to Primary ID

    Currently Alma allows multiple identifiers to identify ALMA Users, however the Acquisitions API (Interested In users) mapping only allows “primary_ID”.

    We’d like any other identifiers used in Alma also be allowed in the mapping (e.g. Email Type). If this is added on the API parameter, staff can use the less sensitive info instead on vendor site.

    Noting that adding other identifiers in the Interested_User api parameters - is only doing what EOD acquisition workflow/mapping can already do.

    It is cumbersome for staff having need to search the requester’s primary id to be able to use this feature.

    Ref #06652820 –…

    34 votes
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  18. Set temporary location to yes in import profile

    We can add temporary location information to inventory records in an import profile, but we would also like to be able to set our temporary location indicator to "yes."

    34 votes
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  19. Community-Managed electronic collections: Add several portfolios to one title

    In Community-Managed electronic collections, it is not possible to contribute a second portfolio to the same title that is pointing to a different URL. Use case: Both URLs are valid, both contain copies (in part) of the journal. It would be nice, if the contribution only gets blocked, if the URL of the newly contributed portfolio is identical to the existing one.

    34 votes
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  20. Include storage location ID field in pick from shelf API's for display in Alma Mobile

    See this email thread from Alma-L:

    Hi Caroline,

    We would need to enhance the data returned in the pick from shelf APIs to include the storage location ID field in order for it to appear in the display in Alma Mobile.

    Would you put this on the Idea Exchange (http://ideas.exlibrisgroup.com) and let others comment on your idea? We would like to find out if other customers would also like to see this field in the Pick From Shelf display.

    Best regards,

    Mike Dicus
    Alma Product Manager
    Mike.Dicus@exlibrisgroup.com

    From: Alma [mailto:alma-bounces@exlibrisusers.org] On Behalf Of Caroline Rew
    Sent:…

    33 votes
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    2 comments  ·  Mobile  ·  Admin →
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