Alma
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1914 results found
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Alma set from Alma Analytics - allow for creation of a Logical set
Currently it's possible to create a set directly from Analytics, but the end result is an itemised set. This functionality is great for skipping a few steps in exporting a file from Analytics, but fails to take advantage of the dynamic nature of daily Analytics updates. To do that, we need the option to create a Logical set which is tied to an Analytics report.
Use case: We have three Analytics reports for three Publishing Profiles for specific local License Terms, which are sent to an external Resource Sharing provider (RapidILL). We cannot create these sets in Alma due to…106 votesUnfortunately we do not possess a technological solution to this issue.
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Improve Booleian searching in repository by including 'not' option
Currently there is no option to use a 'not' function in a repository search, there is only 'and' & 'or'. The ability to exclude certain records from a search is vital to enable correct records to be isolated for editing/updating. Not having the 'not' option makes it very difficult to narrow down results.
102 votesIn addition to our Product Manager Moshe Shechter’s comments on this idea of a few months back, we would like to add the following:
Alma’s search indexes have been designed and built to provide a whole new set of possibilities for searching for inventory based on the full set of bibliographic details and indexes. As a result of this combined enriched bibliographic and inventory search index, certain queries which retrieve the bibliographic titles but also use inventory indexes, can lead to non-intuitive results when used in conjunction with NOT operations. An example of this is the search for titles that don’t have items in library A. If a title has items in library B and in library A, it will still be retrieved. This is a correct result as there is an item that matched the search query, but it is not intuitive to the staff user.Ex Libris will…
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portfolio link checker
Develop a built-in link checker that generates a regular report of all active portfolios in Alma with broken links. Display broken links on a task list for staff to investigate and update.
101 votesIn order for a linkchecker to work properly it actually needs to run on the client side as links to publishers interfaces are restricted to IP ranges of the library.
Having a linkchecker run on the server side will result in links that will be presented with publisher’s login pages and will not yield the expected results of a linkchecker.
Due to the above Alma support for linkchecker is through integration with external client based linkChecker applications – read more about here:
https://developers.exlibrisgroup.com/blog/the-new-export-urls-job/ -
Allow inventory to be linked to multiple licenses
We would like inventory to be linked to multiple licenses. Some resources are licensed with two entities...the content provider and the access provider. An example of this is APA. If we choose to have our APA content hosted by another provider (which is an option), we must have a license with both APA (content provider) and the access provider.
Currently, we need to choose only one license to link the inventory to. Which one do we choose?
99 votesDear Community,
Thank you for submitting this idea.
Per Alma module it is possible to link one license for a portfolio / collection.
Changing this module is complicated and raises questions such as what to display in discovery and more.
We will not be doing this for now.
Thanks,
Tamar Fuches
Alma product manager
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Please add specific limitations for interlibrary loan requests in Primo VE between institutions.
We are a library consortium that conducts interlibrary loans through a fulfillment network. We hope that when a reader from Institution A requests a book from Institution B via Primo VE, if Institution A already has the book and it is available for loan, the request cannot be processed.
If Alma has this filtering function, it can not only save shipping costs but also reduce the waiting time for readers.
88 votesUsing the Automatic Fulfillment Network (AFN) , a request is placed from the borrower's GetIt tab in Primo as a resource sharing request. As such, local display logic rules may be used to hide the resource sharing request based on local ownership.
Fulfillment Network requests that are placed directly at the lender's GetIt tab cannot consider availability at another institution.
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Scheduled analytics reports will not send when the reports return no results
We often have to track incorrect data using analytics reports. If the analytics reports have no results (empty), then we do not want to see the reports emailed to us. In other words, if the analytics reports can catch incorrect data we design the reports to catch, then we would like Alma to send the reports to us. When an analytics reports return no results, it is in error, Alma should be able to identify the "no results" error, and stop sending us the empty reports. Bottom line, we do not want to receive analytics reports that are empty.
This…
84 votesDear Colleagues,
We appreciate your innovative suggestions and understand the value such development would bring. Despite our best efforts to integrate Oracle Analytics seamlessly with Alma, we face technical constraints that prevent us from implementing the proposed functionality. As Oracle Analytics is an external product, it limits our ability to adapt its features fully to our desired specifications.
Regrettably, the functionality to enable Alma's scheduled letters to discern content presence within attached reports and alter the workflow accordingly is beyond our current technical scope.
We apologize for the inconvenience this may cause and appreciate your understanding as we must, with regret, decline this idea.
Warm regards,
Shoshana
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Show folder and column details in filters in alma analytics where multiple columns have identical names.
When creating a repost in Alma there are certain subject areas (e.g Physical Items) where a column name is identical across multiple folders.
For example:
Material Type (Physical Item Details)
Material Type (Bibliographic Details)
Material Type (PO Line)when viewed in "Create" view in Alma you can see the folder headings above the column headings and there identify which is which.
However when used as filters, only the column heading is displayed - therefore it is impossible to identify which is which without clicking into each filter and looking for Column Formula to see which folder it comes from.Snip…
81 votesDear Colleagues,
Thank you for your feedback and for sharing your concerns regarding the suggested workaround.
There is a solution, though it not be user-friendly for those unfamiliar with SQL.
We appreciate the importance of making our tools as accessible as possible, however, implementing the requested change would require significant time and resources. This would divert our focus from other critical features that could provide greater overall benefits to our user base.
We value your input and are committed to continuously improving our services.
Thank you for your understanding and continued support.
Best regards,
The Analytics Team
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Analytics updates for a full date (Change the time for updates)
Analytics doesnt have the updated information for our institution at the end of the day, we need to wait another day to get the info updated for that day, we want that every intitution can have their own update time for data.
75 votesDear Colleagues,
Thank you for your request to allow scheduling the analytics data refresh per institution. Unfortunately, we are unable to accommodate this request as we run an ETL at the same time for all the institutions in a specific data center. It is impossible to configure different run times per institution or even per instance. Additionally, we cannot predict the duration of the run-time in advance, which could take anywhere from a few hours to 10 hours.
We apologize for any inconvenience this may cause. Please refer to our online documentation for more information.
Best regards,
Shoshana de la Fuente
Senior Product Owner
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Improve publishing to PubMed to give a single coverage statement for all portfolios active for the same title
The Publish to PubMed publishing profile outputs an xml file giving details of ejournal coverage per title. Where we have multiple active portfolios for a title, the output contains a set of "or" queries with the coverage for each portfolio, and these often overlap or duplicate each other. NLM will no longer accept files with these duplications and overlapping coverage statements and instead require a single coverage statement for each ISSN in the file.
Please add to the publishing profile the option to merge the various coverage statements to give a single start and end date per title that reflects…
69 votesNLM PubMed Library LinkOut tools supports placing the library link resolver icon on every PubMed citation therefore PubMed no longer supports uploading the library holdings to PubMed.
For more information about how to setup PubMed Outside Tool to place a link on every PubMed record please see: https://www.ncbi.nlm.nih.gov/books/NBK3803/#related.Outside_Tool.
Due to the above Publishing to PubMed is deprecated and will not include any improvements.
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Analytics - column properties
Let the default for Column Format / Value Suppression be set as "Repeat" instead of "Suppress" for most data points. I often export my results to Excel and have to go into each data point to set it to Repeat. Having this as a default setting (or even a default toggle) would be helpful.
64 votesCertain aspects of the OBI (Oracle Business Intelligence) which is used by Alma Analytics can be changed from the default as it is supplied with Alma. Certain aspects however remain in the default state as supplied, and will not be changed as supplied with Alma Analytics. For various technical reasons beyond the scope of an Ideas Exchange answer the default column format value will not be changed from “suppress” to “repeat”.
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Failsafe links to databases if/when Direct Linking fails
When we were a Serials Solutions customer and we used Summon discovery, we also used Direct Linking. What was great about Summon was that it would provide a pane at the top of the screen after linking to full-text content that would provide a way to see all the database targets on the 360 Link page. See attached image.
This same feature would be highly desirable in Primo and is one of the main reasons why we do not currently use Direct Linking. Currently, if the full-text fails to load for the default target, there is no way to see…
62 votesDear community,
We analyzed this suggestion and the possible ways to implement it.
Due to technical limitations and risks we decided that this will not be implemented for now.
Thanks,
Tamar Fuches
Alma product manager
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need more search criteria in acq such as operator id or create/update date
It would be useful to have some additional search criteria, such as operator id, and facets, such as a last update date range and status, available to monitor staff productivity. Not just in purchasing but in all areas of acquisitions the site reports the need for functionality that will allow a combination of attributes of the records to generate results. For example, an operator should be able to search using their user name, some category of task (po lines in review, invoice lines in review, invoices pending approval, etc.) and a date or date range, or status (sent/ waiting auto…
60 votesDear all,
Thank you for submitting this idea.
The PO lines unified list page has evolved since this idea was submitted. Today, users can limit the search and refine it be many index fields, such as creation date, send date, PO line workflow step and more. Using the advanced search users can conduct date ranges searches.
Moving forward, as more Alma pages will move to the new interface, we will be able to enhance the search and facets capabilities for them as well (such as the invoices list).
The only part that is missing according to the idea’s description is a search by the modification date. Currently we do not plan to implement this in the foreseeable future. That said, your feedback remains valuable, and I’ll continue to keep it in mind as our roadmap evolves.
Thank you,
Zohar Shemesh
Alma Product Team
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Add Visual Materials to Quick Cataloging citation types options
Our library uses the Quick Cataloging tool/interface to create records for materials in course reserves. Currently, the only options for citation types are books and articles. We have DVDs professors place on reserve. When records for DVDs are created, they are created on a record type for book. It would be great to choose citation type "visual materials" at the point of creating the bib record via the Quick Cataloging tool.
59 votesThis idea has not received sufficient support from the community through votes. As a result, it is being closed to allow those votes to be reallocated to other active proposals. We appreciate the contribution and encourage continued participation in shaping future initiatives.
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Change color of NZ icon to distinguish from the CZ icon
The new Alma UI has made the NZ icon and CZ icon the same color and very difficult to distinguish from each other. The previous interface had different colors for these icons, which made it very easy to distinguish them. Please change the color of the NZ icon so that at a glance we can easily distinguish it from CZ records.
57 votesThis idea has not received sufficient support from the community through votes. As a result, it is being closed to allow those votes to be reallocated to other active proposals. We appreciate the contribution and encourage continued participation in shaping future initiatives.
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Increase download limit on large sets
The limit on the number of records that can be download to Excel from a set is around 70,000 records. Sometimes it's necessary to download larger sets (200,000+) but this is limited by size. It would be better if there was an option to download in CSV so larger data sets could be exported. Or, the Retrieve Set Members API was improved to include the information that is present in the Excel file downloaded from the set's results page. Or, there was an additional export job that allowed a set to be exported using one of the bulk jobs under…
55 votesThis idea has not received sufficient support from the community through votes. As a result, it is being closed to allow those votes to be reallocated to other active proposals. We appreciate the contribution and encourage continued participation in shaping future initiatives.
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Make Suppressing a location function the same as suppressing a holding in all publishing jobs
Currently, the general publishing job exports inventory in locations which are ticked "Suppress from Discovery" in Physical Locations config, when "Excluded Suppressed Locations: is ticked in the Publishing Profile.
Alma should handle this flag as it does for Publishing to Primo and Publishing to Libraries Australia and ignore suppressed locations, otherwise what's the point of setting this at the location level and then providing an option to Exclude suppressed records. It is extra work to set this value for each individual bib/holdings record.
55 votesThis idea has not received sufficient support from the community through votes. As a result, it is being closed to allow those votes to be reallocated to other active proposals. We appreciate the contribution and encourage continued participation in shaping future initiatives.
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Setting to default when only one Loan Period Policy
When placing a request for an item with only one Loan Period Policy, It would be more intuitive and friendly if it would be the default option so the patron shouldn't have to open the drop down and choose the only available option.
54 votesSetting the default Loan Period Policy would mean that the request must be fulfilled with that loan policy. That would mean that if there is a change in the items’ policy the request will be automatically cancelled. This may not be a desirable result.
If the patron really wants the request to be fulfilled only with the selected loan policy, the patron is expected to explicitly select that.
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Want to view more of a bibliographic record when editing without having to scroll
There is currently quite a lot of unused space above and below a bibliographic record. It would be great if I could drag the bottom of the bibliographic record down further when I am editing so that I can view as much of the record as possible at once.
54 votesThis idea has not received sufficient support from the community through votes. As a result, it is being closed to allow those votes to be reallocated to other active proposals. We appreciate the contribution and encourage continued participation in shaping future initiatives.
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Real Time Analytics
Real-time Analytics data would be a fantastic feature. I foresee the lag in data refresh to be an issue validating our FPC data. Overall, it would just be beneficial to have up-to-the-minute data.
54 votesDear Colleagues,
Thank you for this idea. We appreciate your interest in staying informed.
After careful consideration, we regret to inform you that we are unable to provide more frequent updates at this time. Our priority is to maintain system stability and ensure uninterrupted functionality for all users. Frequent updates could potentially strain our infrastructure and impact overall performance.
We apologize for any inconvenience this may cause.
Thank you for your understanding.
Sincerely,
Shoshana de la Fuente
Senior Product Owner
LS Analytics
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Improved functionality for Authority contribution (Copy to community)
This copy option was introduced in the November 2019 release: Authority Contribution – Copy Option:
For institutions that are authorized to contribute authority records to the Community Zone, there is a new Record View page action (Copy to Community) that enables you to easily copy an authority record to the MD Editor, edit and save it, and contribute the saved record to the Community Zone and an external authority system such as GND, BARE, or NLI. The Copy to Community action appears when you select a title to view from your Authorities search results on the Community tab. See Copy…
52 votesThis idea has not received sufficient support from the community through votes. As a result, it is being closed to allow those votes to be reallocated to other active proposals. We appreciate the contribution and encourage continued participation in shaping future initiatives.
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