1693 results found

1. Make "Send Query to Patron" option available in other areas of Alma

   The Send Query to Patron function found under Fulfillment - Resource Sharing - Borrowing Requests - More actions (on item) is a great tool for notifying patrons within a request without having to cancel the request to send a note. Can this be made available elsewhere in the system (e.g. Pick from Shelf, Patron Requests, Network Activity, etc.) for quick and easy access to the function?

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2. Include Item Description in the ASRS Remote Storage Update Job

   When an item is added into the ASRS, Alma's Inventory Remote Storage Update Job sends the following item record fields to our Dematic EMS system:

   • Item barcode
   • Call number
   • Author
   • Title

   This is described in the Developer's Network documentation here: https://developers.exlibrisgroup.com/alma/integrations/remote_storage/asrs/

   We would like to have the item description field added in addition to the call number since it holds the volume and other essential enumeration information.

   Not having the volume and enumeration information in our Dematic system makes it extremely difficult to inventory a journal series, or locate an individual volume in the Dematic/EMS software.

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3. Alma Analytics: Add "Pickup Location" to the Borrowing Requests Subject Area

   We need tp know which local library locations requested how many items from each Lending institution in an analytic report. When Borrowing requests first go out go out we can easily see which of our, let's say 4, different library pick up locations ordered each item by looking at the pick up location parameter in the facets, The pick up location is even maintained in Alma once the item is filled. But it is not available in the Borrowing Request subject area of the analytic. We can only get an aggregate campus total for requests borrowed from each Lending Institution. In this example let's say our libraries or pickup locations are called "Main Library" Science Library" "Medical Library" and "Law Library" Now let's say in one month we filled Borrowing requests from Lending Institutions "Munchkin College", "Doc Brown Tech", and "Lukeiamyourfather University", We can currently run an analytic that give us campus aggregates of the number of requests we borrowed from each institution such as 80 physical and 5 digital from "Munchkin College"; 50 physical and 10 digital from "Doc Brown Tech" and 18 physical and 9 digital from "Lukeiamyour father University". But we need a more granular report that would show for example, that of the 80 physical and 5 digital requests we got from "Munchkin College" for the physical, 40 were requested by the Main Library, 30 were by Science, 8 by Medical and 2 by Law. And lets says all 5 digital items were requested by Science. And a similar breakdown would continue for the other Lending Institutions as well. Adding the pickup location field to the Borrowing requests subject area would enable us to break down the campus aggregates by the individual requesting libraries.

   We need tp know which local library locations requested how many items from each Lending institution in an analytic report. When Borrowing requests first go out go out we can easily see which of our, let's say 4, different library pick up locations ordered each item by looking at the pick up location parameter in the facets, The pick up location is even maintained in Alma once the item is filled. But it is not available in the Borrowing Request subject area of the analytic. We can only get an aggregate campus total for requests borrowed from each Lending Institution.… more

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4. API call to download digital files to run corpus analysis or crawl

   API call to download digital files to run corpus analysis or crawl

   We would like to download the Alma digital files using an API to conduct corpus analysis of our content. At present the available URLs pointing to the PDFs are pointing to the landing pages of the PDFs. It is not possible to extract the PDF from these pages as they load everything with Javascript in a browser.
   
   Furthermore, it is not possible to automate the use of the job available to download digital files to meet our requirements.

   There is no API available to construct URLs to get the underlying PDF for digital versions based on the records' metadata.

   API call to download digital files to run corpus analysis or crawl

   We would like to download the Alma digital files using an API to conduct corpus analysis of our content. At present the available URLs pointing to the PDFs are pointing to the landing pages of the PDFs. It is not possible to extract the PDF from these pages as they load everything with Javascript in a browser.
   
   Furthermore, it is not possible to automate the use of the job available to download digital files to meet our requirements.

   There is no API available to construct URLs to get… more

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   1 comment  ·  Resource Management - Digital  ·  Delete…  ·  Admin →
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5. Add a column to Manage Sets screen to display number of members in a set
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6. Access SalesForce from directly within Alma

   There should be the ability to get directly to ExLibris support (SalesForce) from within Alma vs. going through the customer center.

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7. Ability to pin the Alma menu

   Be able to pin the alma menus open (including the configuration menu).

   Currently you can pin the tasks, notifications, announcements and chat with support menus. It would be good to extend it to the main Alma menus.

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8. Allow access to "Roles Privileges" configuration for General System Administrator

   Allow access to "Roles Privileges" configuration for General System Administrator

   Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)

   Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.

   Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:

   1. know what the possibilities are for restricting specific privileges
   2. make constructive requests of Alma support for tailoring the privileges on a specific role.
   3. see when a role has had its privileges changed from the defaults, to better understand Alma system behavior

   Because of the potential for negative effects on Alma users ability to work in the system, access should be restricted to General System Administrator (User Administrator is another possibility, but General System Administrator would be my top choice)

   Example screenshots of what the configuration looks like to Ex Libris staff are attached.

   Allow access to "Roles Privileges" configuration for General System Administrator

   Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)

   Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.

   Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:

   1. … more

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9. Display all subject headings in results lists

   It would be helpful to see all subject headings displayed in the search results page and to see all bibliographic headings after exporting a results list to Excel.

   Currently after a search, the results list only shows three subject headings per bibliographic record. If there are more subject headings listed in the bibliographic record, it is only indicated with the phrase “and others”.

   Exporting the results list to Excel also shows only three subject headings with the information “and others” if more subject headings are mentioned in the bibliographic record.

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10. Sorting electronic collections by "Public name (override)"

    When searching for electronic collections, results lists can currently only be sorted by collection name or by rank. It would be very useful if the list could also be sorted by "Public name (override)".

    Currently, for each entry in the result list, the name from the field "Public name (override)" is displayed first, followed by the collection name - which equals the public name - in parentheses. However, the alphabetical order is determined by the public name. This results in a collection list sorted by the names which are in second place and in parantheses. This is rather confusing and makes finding collections difficult. The option to sort by "public name (override)" would be of great use.

    When searching for electronic collections, results lists can currently only be sorted by collection name or by rank. It would be very useful if the list could also be sorted by "Public name (override)".

    Currently, for each entry in the result list, the name from the field "Public name (override)" is displayed first, followed by the collection name - which equals the public name - in parentheses. However, the alphabetical order is determined by the public name. This results in a collection list sorted by the names which are in second place and in parantheses. This is rather confusing and… more

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11. Allow the ability to withdraw an item when holding is associated with an Active PO Line

    Library staff need the ability to delete-withdraw items from holdings that are associated with active PO lines when the item has been replaced by a newer year. This activity is typical when a library retains only the current year's issues or the latest volume of a serial.

    At present, in order to withdraw these items, the staff member must move the items to a secondary holding record that is not linked to the active PO line, which adds unnecessary work to a simple withdrawal task.

    According to a Knowledge Article on the topic https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Withdraw_an_Item_with_an_Attached_Purchase_Order_Line, it is currently only possible to withdraw items associated with PO lines if the POL is marked as cancelled or closed. However, since the practice described above applies to active subscriptions, it would be counterproductive to close the POL to delete items.

    Thanks for consideration.

    Library staff need the ability to delete-withdraw items from holdings that are associated with active PO lines when the item has been replaced by a newer year. This activity is typical when a library retains only the current year's issues or the latest volume of a serial.

    At present, in order to withdraw these items, the staff member must move the items to a secondary holding record that is not linked to the active PO line, which adds unnecessary work to a simple withdrawal task.

    According to a Knowledge Article on the topic https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Withdraw_an_Item_with_an_Attached_Purchase_Order_Line, it is currently only possible… more

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12. "Purchase Request Status Letter": take the sender from library address

    The "Purchase Request Status Letter" takes the sender from the label "addressFrom" on the Letter configuration.

    We would like to suggest that the sender for this letter would be taken from the email address of the library that manages the request.

    This behaviour already exists for other acquisition letters, for exemple the "Interested In" letter.

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13. Add task list- item request be rejected or be cancelled and become to "transit"

    found that when the request(any request) is rejected in any way (by patron or librarian) the item's next step is "Transit", but there do not have task or list to let the librarian know.

    it will cause these items stuck in "Transit" until someday we need them.

    If we can add the task list to let the librarian know which item we should handle it should be better.
    (according to case 06525736 )

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14. Monitor Requests Workbench: export

    When exporting (digitization) requests via the Monitor Request Workbench, we would like an overview containing also the specific request info (chapter title, pages...). The latter info can now only be obtained by manually clicking on "Edit" per request and this is only possible for active requests. For multiple digitization requests on 1 item, it is useful have all desired pages/titles exported in one overview for swift handling. Also for completed requests, it is valuable information to have all requested pages/titles in one overview.

    Desired export:
    - request ID + request info
    - all requests (not only active)

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15. 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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16. 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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17. Alma needs ti have the ability to identify bib, holdings, and item records created by individual staff operators.

    The MDE shows the operator of various versions of a bib record. When a bib record is imported via an import profile that creates inventory, however, the staff operator that ran the import is not identified as the creator of the bib, holding, and/or item record. We often did Access queries in Voyager to identify bibs, holdings, or item records created or modified by particular staff members or student assistants. I can see that we could do such a report from Alma on bib record operators of versions after the initial import and I can also see in the Item history tab the operator who made changes to the item record. But I cannot find in the documentation the ability to identify the operator who ran the import, or the identity of the operator that modified the holding record. In fact, the documentation shows that the creation of a bib record via import only shows the creator as "Import" (our instance of Alma says a record we imported today via an import profile was created by ExLibris, which is equally unhelpful). Because we have multiple staff doing multiple imports every day, searching through the list under Resources/Monitor and View Imports for individual bib records to find who imported them is unrealistically time consuming. And since we change the holdings location to Withdrawn in order to distinguish such materials from deleted records that we don't want to count, we need to be able to identify holdings records modified by our student workers on particular days in order to check their work.

    The MDE shows the operator of various versions of a bib record. When a bib record is imported via an import profile that creates inventory, however, the staff operator that ran the import is not identified as the creator of the bib, holding, and/or item record. We often did Access queries in Voyager to identify bibs, holdings, or item records created or modified by particular staff members or student assistants. I can see that we could do such a report from Alma on bib record operators of versions after the initial import and I can also see in the Item… more

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18. Add primary/user id of a Interested User as a Fund Expenditure Facet

    Several Institutions have use cases that require the need to find the Primary ID of an interested User. This would allow an easier means of utilizing feeder reports in conjunction with the Fulfilment Subject Area. Currently, there is no easy way to obtain this information. Credit goes to Jihyun Song of Soul National Unversity for presenting this issue.

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19. Have AFN/FN loan/fine information available in IZ

    Similar idea to https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/44761048-user-purge-should-be-made-afn-aware-and-not-allow

    BUT there should be information in the IZ analytics so that an IZ can determine if a local patron has an AFN (or FN) loan or fine.

    This doesn't need to be the full loan/fine information, but could be as simple as a flag that says "active AFN/FN loan", "active AFN/FN fine".

    At this time, there is no way in the IZ (without opening each patron account within Alma) to see if someone has an active loan or fine outside of the IZ.

    This is required at a number of our institutions for when patrons leave the institution (whether graduating students or otherwise), it is important to know if they have any outstanding loans/fines.

    Waiting until the purge (as per the above idea) is too long a time period after they leave to check that information.

    Similar idea to https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/44761048-user-purge-should-be-made-afn-aware-and-not-allow

    BUT there should be information in the IZ analytics so that an IZ can determine if a local patron has an AFN (or FN) loan or fine.

    This doesn't need to be the full loan/fine information, but could be as simple as a flag that says "active AFN/FN loan", "active AFN/FN fine".

    At this time, there is no way in the IZ (without opening each patron account within Alma) to see if someone has an active loan or fine outside of the IZ.

    This is required at a number of our institutions for when patrons leave… more

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20. Support viewing pptx files in Alma viewer

    It would be good if it was possible to view pptx files (PowerPoint/slide decks) in Alma viewer.

    This could enable better access to teaching and conference resources.

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