Alma
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1697 results found
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Add " Additional e-mails " fields to " Report to ex libris " form in Alma
In Salesforce the customers can use "Additional e-mails" feature to let colleagues know that they have (already) opened a case for a specific issue. This makes teamwork easier.
For SF cases opened using the "Report to ex libris" feature, this is not possible. Plase add 5 "E-mail 1" - "E-mail 5" as in SalesForce.
17 votes -
Option to set over encumbrance or over expenditure as either an absolute amount or a percentage
This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.
We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.
17 votes -
Generate alert when patron places request for print book that is available as an ebook.
Alert a patron to the availability of an ebook when they place a request for the same title as a print book.
17 votes -
Set different reshelving time for specific collections in a library
The August release added a temporary Awaiting Shelving status which can only be configured at the library or circulations desk level.
We circulate all of our collections through one circ desk, but have a much shorter reshelving period for course materials (less than an hour) than for the general collection (up to a day). It would be useful to set different time to reshelve periods for these collections.
17 votes -
Ability to convert from digital/electronic to physical request
we have encountered issues when a citation for a digital/electronic request for an article/chapter is either beyond what is permitted within copyright policy or is insufficient to determine what is needed
rather than cancel the request and have it hit the next institution on a rota, we prefer to be able to to convert the request to physical and route the entire item to the borrowing institution, much like the functionality available in ILLiad
would it be possible for there to be an option to convert a digital/electronic request to a physical request?
currently, we are required to close out…
17 votes -
All items loan and hold requests history - in citation view.
The new information available in the 'Other details' tab of items is great, can we also have this information made available in the citation view 'More Info' tab please?
17 votes -
Implement auto holdings for Ebsco
Often there are many collections with Ebsco and it would be great to be able to have them on auto holding to have everything in one collection
17 votes -
Remove "Valid Until" in calendar entries
The current behavior in Alma is that any calendar entries have an effective date and a valid until date, that is automatically 3 years beyond the date the event was last edited.
The effective date does not in my mind serve any purpose and creates puzzling and frustrating situations for fulfillment services staff if the current date approaches any of these valid until dates, because patron loans will start being shortened, seemingly for no reason.
For exceptions, date ranges are called explicitly. For standard hours there either should be no valid until date, or this should be specified explictly, to…
17 votes -
Request instead of Interested User
For Alma, request and interested user are two different things. This is not easy for us to work with. In bigger libraries, staff members have access either request nor interested user, so it is difficult to check request/interested user for our users.
I wish, you replace interested user by request in the PO Line.17 votes -
SUGGESTED SOLUTIONS
When encountering a problem (such as the inability to reactivate a request), could the system provide a pop-up with a definition of the problem and a suggested solution, like Google's "Did you Mean"?
17 votes -
Change Opening Hours calendar 'Apply Changes' from link to button
Currently the 'Apply Changes' link on the Open Hours configuration page is easy to miss. Since it is so crucial to click this when editing timings (such as End of Term), it should be more prominent. I would suggest making it a big button right next to Save, that will be greyed out if there are no changes to apply.
17 votes -
Tables need an option to clear the default value
There are various code tables in Alma that prompt you to choose "Default Value -- Yes/No" when adding a row to the table. Once multiple rows have been added, it's possible to select one value to be the default value. However, once one value has been chosen as the default at any point in time, there is NO option to clear the default value (short of deleting the default value row which causes other problems). There are times when we don't want a default value but "Yes" was chosen by mistake when adding a new row.
One example of this…
17 votes -
RS - show more fields (such as Note) for Partner when using Add partner
When selecting a Partner in Resource Sharing Borrowing Request , one can only see 4 fields (see attachment) for the Partner. It would be useful if other fields, such as Note , might be enabled. There are many criteria and information helpful when slecting a partner, and in the real world they are often saved in the Note field, and this field should be visible at the step of selecting the partner.
17 votes -
Ability to Set "Current Year" Embargoes
In Alma, coverage settings for embargoes assume a "moving wall" style of embargo where new content is available every month. However, some periodicals operate on the basis of a "current year" style of embargo where coverage is fixed throughout the year, and only rolls over in January.
Currently, our only solutions to manage a "current year" embargo are to either set a shorter embargo, meaning unlicensed content would be discoverable in Primo or to set a longer embargo, meaning not all licensed content would be discoverable in Primo.
We'd like to see functionality that would allow us to set fixed…
17 votes -
Don´t share locations when working in Alma in multiple tabs in the same browser
Since May 2024 Release it is possible to work in Alma in multiple tabs in the same browser.
Multiple tabs functionality works
.) in the same Alma environment
.) for the same logged-in userThe aim of the new feature is to enhance productivity and efficiency by enabling users to simultaneously work on multiple workflows.
However, it is not possible to be logged-in at two different desks/departments at the same time which would be necessary to really make working in Alma more efficient and to e.g. reduce mistakes when scanning in items.
You might be working at the circulation desk…17 votes -
Allowing the Bulk Scan In App to Export List of Items Scanned
When using the bulk scan in app, you get a list of items that have been scanned in and those that have errors. Currently there is no way to export this list into excel to be able to keep track of the errors. If you click off the app to check a barcode with an error, the information disappears and you have to rerun the bulk scan in again. It would be great if you could export the whole list at once to excel to have a good record of the those that were successful and those that had errors.
17 votes -
More options for configure the UI for Manage Patron services
The Left Pane of The new Manage Patron services UI includes User Information.
The display of information in this section is configurable from Configuration > Fulfillment > Patron Configurations > Patron Services User Card Fields.It would be great help for us if certain fields would also be among these.
Field: Primary ID and Field: Identifyer (Identifyer type barcode)Specially Primary ID should be able to hide for many places.
17 votes -
Add Fulfillment Note to the New 2025 Manage Patron Services Table Customization
We use the Fulfillment Note field to track Lost Items by recording the patron ID, replacement cost, and billing date to our Finance department, allowing us to efficiently identify returned lost items. Additionally, we check out lost items to a dedicated patron record to facilitate tracking, reordering, or withdrawal over time. Adding this feature to the Manage Patron Services Customization Table would help ensure these notes are consistently recorded.
17 votes -
Fullfillment / Manage Patron Services - Action Claim returned - Freeze loan suspensions
When claiming an item as returned, the loan’s status is changed to Claim Returned. The item’s Process Type value is Claimed Returned, and the item remains requestable and is considered to still be on loan. Due dates cannot be changed on loans in "Claimed Return" status. By default, overdue fines accumulated prior to the item being claimed as returned are applied to the patron's active balance, but no new overdue fines accrue from that point onward.
We would like the “Claim returned” action in Alma to freeze loan suspensions. No loan suspensions will be put in place once the item…17 votes -
Visibility of Patron Blocks in Alma
Not all patron blocks are visible under the "Blocks" tab in Alma, depending on the type of block and how it is generated. For example, the maximum cash limit block does not appear in the tab but can be seen as a pop-up notification when using the Manage Patron Services screen.
It would be extremely helpful if all blocks were displayed in the "Blocks" - tab, making it easier for staff to get a complete overview of a patron’s status and blocks.
17 votes
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