625 results found

1. Display PO-Line owner in "Manage EDI Tasks"

   I would like to suggest to add a column in the Manage EDI Tasks List for PO-Line owner. That would give the option to sort the List by PO-Line owning Library.

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   0 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   A new "Owner" column is added to the EDI task list. This column, which is sortable, displays the owning library for each PO line. The added column enables institutions working with the EDI task list to review the PO lines by their owning library.

   For more information please see Alma January RN

2. Hold Shelf policy for RS items

   When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignorelenderdue_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

   This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time - for the patrons, the book and the library.

   If we could set a Hold shelf expiry date for RS items that is shorter than Due date, it would make it easier for the circulation desk personal to remind patrons that they have a book waiting. This will give the book more time at use with the patron, and less on the hold shelf. It will shorten the waiting time for other patrons, as the book will be returned earlier to the owning library if it is no longer needed by the patron.

   The best would be if this process could be automated, e.g. by TOU policy. (Much like the Hold Shelf Period policy that exist for TOU type Requests.)
   If it’s not possible to populate a Hold expiry date automatically, a data field in the receiving RS items pop-ups would be helpful. (Pictures added.)

   When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignorelenderdue_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

   This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time… more

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   5 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
   Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Alma now enables users to configure if the Maximum time on hold shelf (Days) for an item to remain on a hold shelf before being returned to the lending library should be based on the request Due Date or the Circulation Desk Hold Shelf Expiration Time. 

3. create out-of-box institutional standards reports (i.e., ACRL, IPEDS,ARL)

   Since many institutions have to complete these standardized reports annually, it would be helpful if a template existed for each one so we wouldn't have to re-create them each year. As the reports are revised by the sponsoring organization/agency then Ex Libris can update the out-of-the-box report as part of the monthly features.

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   Completed  ·  12 comments  ·  Analytics  ·  Delete…  ·  Admin →

4. Add 'due date' to items list

   When student put a book on hold it would be useful to see when the on loan books are due to be returned in the item list rather than having to go into each individual onloan item to see when it is to be returned. Often we have 20 items out at a time and it would be good to have a quick overview of the return date.

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

5. Placing digitization requests via Primo on holdings without items

   Currently, titles with no inventory for their holdings do not appear to provide a title-level Digitization Request option in Primo.

   This is a potentially huge defect in the Request functionality as many requests might well specifically be for material in that situation, e.g. older physical journal holdings where there is no item information into Alma but where there is potentially a functional need for the Digitization service. We think that if there is an Physical holding published to Primo, there should always be at least the possibility for the library to offer and configure Patron Digitization requests. This defect has a negative impact on the patrons and the services that libraries offer.

   To allow patron digitization requests via Primo on holdings without items, libraries have to create dummy items. This is not a valuable and long-term solution... We would like a General Digitization Request functionality (like there is currently already one with the General Hold Request).

   Currently, titles with no inventory for their holdings do not appear to provide a title-level Digitization Request option in Primo.

   This is a potentially huge defect in the Request functionality as many requests might well specifically be for material in that situation, e.g. older physical journal holdings where there is no item information into Alma but where there is potentially a functional need for the Digitization service. We think that if there is an Physical holding published to Primo, there should always be at least the possibility for the library to offer and configure Patron Digitization requests. This defect has… more

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

   Completed as part of Alma December release:
   Patrons can now place a general digitization request in Primo or Alma for a holdings with no items in the same way that they can place a general hold request. The new option is also available when using the Manage Fulfillment Options for the purpose of fulfilling a resource sharing document delivery request.
   For more information please see Alma release notesL
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201812BASE

6. Produce a Publishing Profile for BrowZine

   The idea is to create a specific publishing profile for sending data to BrowZine on a scheduled basis. The presently used data format (Google Scholar XML with Sources) could be better served as a CSV file for numerous reasons. Additionally, the Publishing Profile should be able to accommodate the scenario of a library's holdings being made up of a combination of NZ and IZ holdings.
   Please contact john@thirdiron.com for full technical guidelines for the best and most reliable data exporting configuration. Thank you!

   Note:
   Over time we have come to understand a number of limitations in the approach suggested here (http://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/10145424-add-google-scholar-xml-as-a-publishing-profile-e) and while this effort may still be valuable for other services OTHER than BrowZine, we highly recommend a specific publishing profile in order to provide a simple-to-setup and accurate data export.

   The idea is to create a specific publishing profile for sending data to BrowZine on a scheduled basis. The presently used data format (Google Scholar XML with Sources) could be better served as a CSV file for numerous reasons. Additionally, the Publishing Profile should be able to accommodate the scenario of a library's holdings being made up of a combination of NZ and IZ holdings.
   Please contact john@thirdiron.com for full technical guidelines for the best and most reliable data exporting configuration. Thank you!

   Note:
   Over time we have come to understand a number of limitations in the approach suggested here… more

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   22 comments  ·  Resource Management - General  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   Dedicated publishing profile for integrating with ThirdIron Browzine is now available.
   Detailed information regarding the integration can be found here:
   https://developers.exlibrisgroup.com/blog/alma-integration-with-third-iron-browzine/

7. 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

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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'

8. Ability to search via free text MARC tag and subfields

   We would like to have an advanced search option that allows us to enter the MARC tag number (and subfields) for searching, in both bibliographic and holdings records. This would also require the option for keyword indexing of all MARC fields.

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   26 comments  ·  Resource Management - General  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   It is now possible to create indication rules using a structured form, thus making the process easy and intuitive. The new format enables entering the different fields and subfields and values in a wizard-like fashion, and provides popup assistance when entering tags and tag names.

   For more information please see Alma May Release Notes

9. offer true author/creator browse

   Currently Alma offers browsing bib headings with using "names" type - which includes also headings from 600/610/611.
   We find it more useful to have a way to browse by author/creator headings without the subject name fields (relevant 1xx and 7xx without 6xx).

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   21 comments  ·  Metadata Management  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   Alma enables you to browse bibliographic headings to support various cataloging workflows. You can browse by author name, subject, series, and title.
   As of November release for cases when a person appears both as a creator and as a subject (i.e., ‘Agatha Christie’ might be both the subject and an author), you can select between the following methods of mapping the MARC 21 fields 600, 610, 611:
   Names – (existing options) When browsing bibliographic headings using this option, the 6XX fields appear under Names.
   Subjects – (existing options) When browsing bibliographic headings using this option, the 6XX fields are not found.
   Names (without MARC21 600/610/611) – (new option) When browsing using this option, the 6XX fields are not found.
   Subjects (with MARC21 600/610/611) – (new option). When browsing using this option, the 6XX fields appear under Subjects.

   For more information please see Alma November Release Notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

10. "Save and dismiss" button in "Manage EDI Tasks"

    In the "Manage EDI Tasks", when using the "Update Expected Receipt Date" action, updating the date and clicking on "Save", it would be great the concerned line would automatically be removed from the list without having additionally to click on "Dismiss". A new function button like "Save and dismiss" would be helpful.

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    Completed  ·  4 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →

11. More flexibility needed for display of locations

    Our users complain that it is difficult to find the locations of items and that too many clicks are needed to find out if an item is available.
    This is the most problematic in the Locations display for journals (and monographs with the item description field filled in).

    More specificly, issues are:
    - The shelf number is not indicated clearly enough
    - Users search for items in the library that are not on shelf because they don’t click through to the single holdings display to check the availability (in the "journal display") or because the availability indication like e.g. (1 copy, 0 available, 0 requests) is easily overlooked ("monograph display"). A colour indication would be more clear.

    • In the new UI, the holdings list is not always very clear. Shelf numbers are sometimes splitted, which is confusing.
      

    Because the locations are currently displayed in an Iframe, it not possible for us to make the desired changes in order to display a more usable locations overview.

    Our enhancement request is therefore a configuration option that allows the locations information to be delivered in XML or JSON so that we can adapt the display to our needs.
    Alternatively (if this is not possible), we think the changes documented in attachment might help.
    However we are open to other suggestions to solve the issues mentioned above.
    See documentation with examples in attachment.

    Our users complain that it is difficult to find the locations of items and that too many clicks are needed to find out if an item is available.
    This is the most problematic in the Locations display for journals (and monographs with the item description field filled in).

    More specificly, issues are:
    - The shelf number is not indicated clearly enough
    - Users search for items in the library that are not on shelf because they don’t click through to the single holdings display to check the availability (in the "journal display") or because the availability indication like e.g. (1… more

    • 

    262 votes

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

    See comment by Asaf Kline

12. 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

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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

13. portfolio deactivation date

    Currently, when you create a local electronic collection, you have the ability to set "active from" and "active until" dates at the collection level. We have electronic collections where we purchase 1 year of access for select titles (collections such as Kanopy). It would be great if we could set deactivation dates at the portfolio level. With a deactivation date, once the year of access is complete, we wouldn't have to remember to deactivate the individual portfolios.

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    11 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
    Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello all,

    The ability to Control the Availability of Portfolios Automatically at a Pre-defined Date was added on February 2023 release. For more information please see the February 2023 release notes https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2023/Alma_2023_Release_Notes?mon=202302BASE.

    Alma Product Team

14. Add “next year” as an option in serials subscription date range drop down menu for invoice lines.

    Many of the invoices we process are for serials subscriptions for the following calendar year. Having “next year” as an option, for invoice line subscription ranges would be quite helpful.

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    16 comments  ·  Acquisition - Invoices  ·  Delete…  ·  Admin →
    Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Now, in Alma, date fields that support future dates, now have the 'Next Year' option.

15. Prevent change of fields due to synchronization when running a Update/Notify Users job on a set

    When updating one user manually, we get a notice where we can confirm that some fields (amongst others: campus, rs libraries and user group) are not to be overwritten by the next user synchronization.

    When updating users in a set running the Update/Notify Users job in Alma, the same choice of prevention is not presented. Hence leaving some fields to be changed back in the next synchronization.

    We experienced this running a job changing campus, RS library and user group on a set of users. The first two fields did not change back in the synchronization. The latter did.

    Would it be possible to have the same choice of prevention running a job on a set as we do when updating one and one user?

    This time we had to change manually nearly 500 users. We would very much like to spend our time and resources on more fruitful work in Alma and in the library.

    Best,
    Ann-Louise Skjager
    Special librarian
    Oslo Metropolitan University

    When updating one user manually, we get a notice where we can confirm that some fields (amongst others: campus, rs libraries and user group) are not to be overwritten by the next user synchronization.

    When updating users in a set running the Update/Notify Users job in Alma, the same choice of prevention is not presented. Hence leaving some fields to be changed back in the next synchronization.

    We experienced this running a job changing campus, RS library and user group on a set of users. The first two fields did not change back in the synchronization. The latter did.

    Would… more

    258 votes

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    3 comments  ·  User Management  ·  Delete…  ·  Admin →
    Completed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    Running the Update/Notify Users job with ‘Added/changed field’ set to ‘Internal’ makes the user group/title/campus changes not be overridable by the SIS load.

16. Place in queue for hold requests is confusing for users

    Can the queue numbering begin with 1 rather than zero? The zero is confusing to users when an item request is made. Users interpret this as not available. It's hard to explain the queue is for those waiting not those who placed the first request.

    •  

    256 votes

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    8 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
    Completed  ·  AdminNoam Fass (Product Manager, Ex Libris) responded

    The OTB value of the labels was changed from “Place in queue: {0}” to “{0} user(s) before you get served”. The change is not affecting existing customers, only new ones. In case existing customers would like to user the new label, there is a “Restore” row action on the label, this will bring the new label to your Alma.

17. New Metadata editor- add holding from the Add inventory menu

    Hello to eveybody,
    yesterday watching the webinar "The Alma New Metadata Editor - Webinar Sept. 08, 2020" we found out the in the add inventory there isn't the possibility to add an holding.
    This is not useful for libraries that don't do the order in Alma, but simply add an holding after cataloguing a book.
    The possibility of adding an holding from the menu View inventory should be present.
    The Add inventory should have the default holding template included in the menu.
    If the operator wants a specific template it is clear that the operator must choose the right holding template from the menu New and pick the template he wants.
    We hope you can support our idea because the fact that the holding is not present in the add inventory menu (easier way to create an holding), but operators have to go in the New menu and choose the template can create confusion and errors.

    Thank you Emanuela Pisanu - University of Siena

    Hello to eveybody,
    yesterday watching the webinar "The Alma New Metadata Editor - Webinar Sept. 08, 2020" we found out the in the add inventory there isn't the possibility to add an holding.
    This is not useful for libraries that don't do the order in Alma, but simply add an holding after cataloguing a book.
    The possibility of adding an holding from the menu View inventory should be present.
    The Add inventory should have the default holding template included in the menu.
    If the operator wants a specific template it is clear that the operator must choose the right holding… more

    255 votes

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

    As part of Alma March Release
    The ability to add new holdings was added under the Add Inventory menu (in addition to the existing ability to add them under the New menu
    For more information please see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes

18. Implement auto holdings for Taylor and Francis

    Implement auto holdings (autoholding, auto load, autoload) for Taylor and Francis, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    254 votes

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

    Automatic Upload of Electronic Holdings enables libraries to update their holdings within the Taylor and Francis ebook electronic collection.

    For more information see August Release Notes

19. Add IdRef for Linked data Enrichment

    Bibliographic information is currently enriched with URIs from several sources, mainly English language files (LCSH, LCNAMES, MeSH...See : https://developers.exlibrisgroup.com/alma/integrations/linked_data/ ).
    Libraries who work with other authorities can't get benefit from these linked data enrichments. In order to improve cataloging support and to avoid local developments for discovery usage, it would be great to add the French authority file IdRef (https://www.idref.fr/) URIs to the list of enrichment possibilities. IdRef is the authority file used by academic and research institutions in France, Switzerland, and Belgium, and is integrated in Alma CZ in both Marc21 (originating system IdRef) and Unimarc (originating system RAMEAU) formats. IdRef is also integrated to Viaf.
    IdRef records have URIs (ex. http://www.idref.fr/027204332/id), based on record number (here 027204332). IdRef record number is stored as" Originating system ID" in Alma records.

    Bibliographic information is currently enriched with URIs from several sources, mainly English language files (LCSH, LCNAMES, MeSH...See : https://developers.exlibrisgroup.com/alma/integrations/linked_data/ ).
    Libraries who work with other authorities can't get benefit from these linked data enrichments. In order to improve cataloging support and to avoid local developments for discovery usage, it would be great to add the French authority file IdRef (https://www.idref.fr/) URIs to the list of enrichment possibilities. IdRef is the authority file used by academic and research institutions in France, Switzerland, and Belgium, and is integrated in Alma CZ in both Marc21 (originating system IdRef) and Unimarc (originating… more

    254 votes

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    2 comments  ·  Linked Data  ·  Delete…  ·  Admin →
    Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    The Linked Data enrichment process for bibliographic records that are linked to IdRef authorities now also generates URIs to the IdRef authority records, so that libraries that work with IdRef authorities can benefit from their Linked Open Data capabilities.

20. New Analytics field for OCLC number in Bibliographic Details

    Currently in Analytics the Bibliographic Details category contains Network Number. Network number indexes OCLC numbers as well as other identifiers from the Marc record. (Included Marc fields: 019 a,z 035 a,z 774 w 773 w 775 w 777 w 786 w 800 w 810 w
    811 w 830 w)

    Our institution needs to search specifically only OCLC numbers and would ask if Exlibris could create a new Analytics field for OCLC number. This field should only search the 035 $a and $z and only include 035 subfields with OCLC prefixes ((OCoLC), ocn, ocm,...)

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/020Using_the_Repository_Search/050Search_Indexes
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Analytics/Titles

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    23 comments  ·  Analytics  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    As of January release the following fields containing the OCLC control number will be available in the Bibliographic Details folder for all subject areas in which it appears. The data for these fields comes from MARC fields 019 and 035.
    OCLC Control Number (019)
    OCLC Control Number (035a)
    OCLC Control Number (035a+z)
    OCLC Control Number (035z)