1695 results found

1. Reminder notification for licenses due to expire

   We have licenses that will expire in X number of years. It would be good to have an option for Alma to send out reminders/notifications (e.g. email) for licenses that are due to expire

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   2 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
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2. Scan-in items to create an Itemized Set

   For many of our workflows, we have a large batch of physical materials upon which we need to perform a bulk action (e.g. place them all on a Work Order or request a Permanent Location change, etc.) The items are on book trucks and there is no Set upon which to Run a Job unless we create a new one every time as a TXT or CSV file, which then has to be uploaded to Alma. It would save a lot of confusion, plus work and training time for staff and student workers, if it was possible to use Scan-In functionality to create a set directly in Alma. Just scan-in all the barcodes you want, and there's your Itemized Set.

   For many of our workflows, we have a large batch of physical materials upon which we need to perform a bulk action (e.g. place them all on a Work Order or request a Permanent Location change, etc.) The items are on book trucks and there is no Set upon which to Run a Job unless we create a new one every time as a TXT or CSV file, which then has to be uploaded to Alma. It would save a lot of confusion, plus work and training time for staff and student workers, if it was possible to use Scan-In… more

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   0 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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3. Change e-mail sender address for Collection Contribution Letter

   We have observed that Alma sends a “Collection Contribution Status Letter” for CZ contributions, which is different from the ones we can configure in our IZ letter administration. The letter that Alma sends comes from the “Alma Community Zone”, which prevents us from modifying any labels, HTML or sender addresses for these letters. This causes an issue for us because the e-mail sender is set to the Ex Libris’ default non-valid e-mail address “your.department@organization.com”. This sender address is flagged and filtered by our campus wide spam detection software.

   We do not require a personalized or customizable sender address, but we do need a valid one to avoid the spam detection. The domain “organization.com” is clearly not suitable for any production environment.

   We have observed that Alma sends a “Collection Contribution Status Letter” for CZ contributions, which is different from the ones we can configure in our IZ letter administration. The letter that Alma sends comes from the “Alma Community Zone”, which prevents us from modifying any labels, HTML or sender addresses for these letters. This causes an issue for us because the e-mail sender is set to the Ex Libris’ default non-valid e-mail address “your.department@organization.com”. This sender address is flagged and filtered by our campus wide spam detection software.

   We do not require a personalized or customizable sender address,… more

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4. Immediate notification of fine/fee when item is returned

   Per Ex Libris documentation and techs, Alma can't currently send a fine/fee notification letter to a patron as soon as an overdue item is returned; this is only done on a scheduled job once per day. However, in cases where a patron can't return to the library on short notice, it would be helpful for them to be informed of any outstanding fines or fees as soon as possible in case they're able to resolve it during a visit when they returned such an item.

   It should be a straightforward matter for Alma to immediately send patron notification letters when an overdue book on their account is checked in and the fine/fee is applied. We'd like this functionality to be added.

   Per Ex Libris documentation and techs, Alma can't currently send a fine/fee notification letter to a patron as soon as an overdue item is returned; this is only done on a scheduled job once per day. However, in cases where a patron can't return to the library on short notice, it would be helpful for them to be informed of any outstanding fines or fees as soon as possible in case they're able to resolve it during a visit when they returned such an item.

   It should be a straightforward matter for Alma to immediately send patron notification letters when… more

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5. ITEM_UPDATE: info about the FIELD NAME modified.

   When we receive a webhook of type ITEM_UPDATE, it would be great to receive WHICH IS THE NAME OF THE FIELD IS THE ONE THAT IS MODIFIED? In the history of an issue, it appears as “FIELD NAME.

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   0 comments  ·  Webhooks  ·  Delete…  ·  Admin →
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6. Support Processing System Control Number (035) Updates in Imported Authority Record Updates

   Currently, Alma's authority-control jobs do not process updates to MARC21 authority tag 035 (System Control Number) when the update occurs via an authority import profile as the update of an existing record, i.e. there is a match between the existing authority record in Alma and the incoming authority record via the authority import profile. In contrast, the update is processed when there is no match with an existing record, i.e. the record is new to Alma, or, when the authority record has been updated manually via the MDE.

   This was clarified by Ex Libris in a support ticket (case 07255325). According to that explanation, the workflow for updating automatically bibliographic records based on updated authority records (in case of ID-based authority linking and local authority records) - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Metadata_Management/060Working_with_Authority_Records#Updating_the_Authority_Record_ID_Automatically_in_Bibliographic_Records - only applies when the imported record is new to Alma, but not when an update to an existing authority record is concerned.

   This is a severe limitation of the current design in Alma that prevents the automatic handling of authority record merges, which involve, in the authority record, the addition of 035 $z (canceled system control number) and in the bib record the replacement of $0 in authority-controlled fields and the update of those authority-controlled fields based on the updated $0.

   One possible workaround is to manually modify tag 035 in the authority record after the imported authority record update, e.g. by adding "035 $a0", so that authority-control jobs will process the tag anew. An alternative workaround is to delete the existing authority record in Alma before the import, allowing the updated record to be treated as new and processed by Alma's authority-control jobs. However, both workarounds require manual intervention, which undermines the idea of library automation.

   We request that Alma processes updates to tag 035 even when the incoming authority record is an update rather than a new record. This enhancement reduces the need for manual intervention and improves the efficiency of authority control in Alma.

   Currently, Alma's authority-control jobs do not process updates to MARC21 authority tag 035 (System Control Number) when the update occurs via an authority import profile as the update of an existing record, i.e. there is a match between the existing authority record in Alma and the incoming authority record via the authority import profile. In contrast, the update is processed when there is no match with an existing record, i.e. the record is new to Alma, or, when the authority record has been updated manually via the MDE.

   This was clarified by Ex Libris in a support ticket (case 07255325).… more

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7. Usability issues with the New Circ UI

   1. When processing items from a cart, if they are scanned at Return items and the item is a Ship physically item, the new UI just brings up the item and in small letters says Next Step - System - and the library its to go to. It also says not on loan (which in this case is not helpful, because there is an active request). The system "ships" the item, but doesn't tell you that it did and in order to print the shipping slip staff have to go back to the lending queue and find it.
   2. We believe if the system wants to help you and ship the item because there is a request, it should a) Say clearly that it shipped the item b) Provide a quick way to print the slip c) Make that Route to next step message the main pop-up so the person processing knows there is a request on it and routes it to the right place.

   1. When processing items from a cart, if they are scanned at Return items and the item is a Ship physically item, the new UI just brings up the item and in small letters says Next Step - System - and the library its to go to. It also says not on loan (which in this case is not helpful, because there is an active request). The system "ships" the item, but doesn't tell you that it did and in order to print the shipping slip staff have to go back to the lending queue and find it.
   2. We believe if… more
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   1 comment  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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8. Improve reloan limit functionality to allow restrictions by Material Type

   If a user returns a laptop to one of our laptop lockers and there is another laptop in the locker already, they are able to borrow that other laptop straight away. This is despite us having a reloan limit in place to prevent an individual borrowing a 1 day loan laptop until 30 minutes have passed and a 1 week loan laptop until 24 hours have passed. Unfortunately, as the laptop locker supplier stipulates that each laptop requires an individual title record in Alma and the reloan limit works on the basis of title, the limit we have set is not being applied properly because Alma is unable to recognise the two laptops as being related. We need to be able to define a reloan limit in the Fulfillment Terms of Use that affects Material Type in addition to title. We would want to be able to stipulate that a user cannot borrow another item of the same Material Type for a particular length of time.

   If a user returns a laptop to one of our laptop lockers and there is another laptop in the locker already, they are able to borrow that other laptop straight away. This is despite us having a reloan limit in place to prevent an individual borrowing a 1 day loan laptop until 30 minutes have passed and a 1 week loan laptop until 24 hours have passed. Unfortunately, as the laptop locker supplier stipulates that each laptop requires an individual title record in Alma and the reloan limit works on the basis of title, the limit we have set is… more

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   0 comments  ·  Fulfillment - Loans  ·  Delete…  ·  Admin →
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9. Add in function to exclude non -SBN content from ISBN matching in the Alma purchase request function

   Within Alma, the purchase request function does a matching process with local record using the ISBN field (MARC 020 $$a). Unfortunately, whether it is set up using fuzzy or exact, any 020 $$a with a-z text in the field causes an error and prevents the purchase request from being created. This occurs often with older or imported records, where the additional information has not been added to the $$q. The workaround from Ex Libris is to link the bib and then unlink to edit the bib information, removing the non-ISBN information before saving. However, this would mean that the purchase request is not attached to the local record. We queried with Ex Libris (case number 07042507) regarding the setup of the purchase request form within Alma to provide a work around for the fact that any local record with a-z in the field results in an error, even with fuzzy matching, and were told to add an enhancement request.

   We cannot use this feature in Alma currently due to the mis-matching causing additional work for our Acquisitions staff to re-link, our Metadata Team having to clean up the record before the order being placed, or us spending a lot of time and effort in trying to create a normalization rule that could clean up the records in bulk and continuously. We would like the form to call only on the element that is the ISBN, e.g by using reg ex to only bring in the ISBN element even when the $$a has non ISBN elements within it.

   Within Alma, the purchase request function does a matching process with local record using the ISBN field (MARC 020 $$a). Unfortunately, whether it is set up using fuzzy or exact, any 020 $$a with a-z text in the field causes an error and prevents the purchase request from being created. This occurs often with older or imported records, where the additional information has not been added to the $$q. The workaround from Ex Libris is to link the bib and then unlink to edit the bib information, removing the non-ISBN information before saving. However, this would mean that the purchase… more

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   0 comments  ·  Acquisition - Purchase Requests  ·  Delete…  ·  Admin →
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10. Apply physical item template with POL template

    The POL template allows a small number of item record elements to be saved: library, location, material type.
    It would be beneficial to save staff time by allowing staff creating POLs to also select a physical item templates when creating a POL. This would allow setting defaults such as copy ID, item policy, is magnetic, and pieces, that are generally known at the time of order.

    Templates are essential time savers.

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11. Implement Upload Electronic Holdings (Autoholdings) integration for Knovel

    Knovel has to day a lot of small collections. We are experiensing that our subscription to knovel complete is not updated in a correct way.

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12. Let CDI Link in Record URLs use linking parameters and additional link syntax for OpenAthens libraries

    THis idea would go along with https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/49980354-collection-level-authentication-method-options-for. We need to be about to specify a customer ID for CDI Link in Record URLs because if you are an OpenAthens library, Proquest and Gale links have to have a customer ID in them or they don't work. So for example for Proquest link in record URLs, Primo should be able to append &accountid=XXXXX to the end of the URL and put in the customer ID we specify in the linking parameters for Proquest.

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13. Decouple temporary item policy and temporary location

    Sometimes we have to set a temporary item policy for items that stay in their permanent location. This requires setting "Item is in a temporary location" = yes and setting the temporary location to the permanent location for the temporary item policy to apply. We would like the ability to set the temporary item policy without needing to set a temporary location.

    Furthermore, no warning message is given when "Item is in a temporary location" = no and a temporary item policy is selected. This can lead to confusion because the temporary item policy is not emptied after the setting is saved.

    Sometimes we have to set a temporary item policy for items that stay in their permanent location. This requires setting "Item is in a temporary location" = yes and setting the temporary location to the permanent location for the temporary item policy to apply. We would like the ability to set the temporary item policy without needing to set a temporary location.

    Furthermore, no warning message is given when "Item is in a temporary location" = no and a temporary item policy is selected. This can lead to confusion because the temporary item policy is not emptied after the setting… more

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14. Enhanced customization for patron cards (contact information pop-up)

    We suggest the option to customize fields in the patrons’ visitor cards to enrich the Contact Information Pop-Up with institutional relevant data from the patron’s account, for example the language of the patron. At this moment, the available fields cannot be edited nor can new ones be added.

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15. Primo Analytics Mixpanel Data Integrated Into Alma Analytics as External Data Resources

    As stated in the Alma Roadmap 2025-2026, "Analytics will support integrations with external data sources, allowing users to analyze data from multiple systems within the Analytics platform." (https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Alma_Roadmap_Highlights_(2025-2026)/Analytics_and_Insights#Integration_with_External_Data_Resources )
    This new feature is expected to simplify workflows and save time by eliminating the need to access multiple systems, thereby improving staff efficiency and effectiveness.

    It would be highly valuable if Primo Analytics Mixpanel data were considered a priority candidate for inclusion within this consolidation initiative.

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16. Facet for PO Lines Secondary & Tertiary Reporting Codes

    We'd really like the ability to facet in PO Lines by the Secondary & Tertiary Reporting Code fields. It's possible to facet by the main Reporting Code but not by the other two reporting codes.

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17. Add shortcut to viewing item history

    Many of our staff have trouble remembering how to access an item's history in Alma. It would be nice if a shortcut to that information could be added. I imagine something like an extra tab on the Scan In Items page called Item History - it allows you to enter a barcode and quickly pull up all the info in the Item Changes, Holding Changes, and Fulfillment activities tables but without having to first enter the Physical Item Editor.

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18. Create a widget from a set

    It would be very useful to add the ability to create a widget based on the results of a logic set.

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19. Add Option to Toggle User Record Type

    Add a simple toggle option for a user record to easily switch Record Types between Staff and Public. While there are more complicated ways to deal with it, if a user record is accidentally created and assigned the wrong Record Type there is no easy mechanism to change it, like we can when toggling an account between Internal and External.

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20. Create a scan in message when a call number is inadvertently changed using change item information

    Add a Scan in message when an items call number has been changed through Scan in items> Change item information, when the call number field has been left blank.

    This could be an optional message enabled through "Scan In Messages Configuration" where you could select either none, pop up message or feedback message.

    The workflow I am referring to is here
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/020Resource_Requests/040Scanning_Items

    It would happen when the call number is empty, and it is being moved to an existing holding with a different call number.

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