Alma
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1820 results found
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Update primary URL and Parser Parameters using Portfolio Loader
Currently, when using the Portfolio Loader to update links, only the override URL and override Parser Parameters can be updated. It would also be helpful to be able to update the primary URL and primary Parser Parameters using the Portfolio Loader.
15 votes -
Add general note(s) field from the Electronic Collection Editor to Analytics
Currently, only the public and authentication notes seem to be available. It would be useful to have a way to find and report on those collections that have general notes added.
15 votes -
Update invoice information in batch
Since we have to approve a lot of invoices and input the same payment information to a pile of invoices, is it possible to 1) set a certain number of invoices as a set and approve them in batch, and 2) update invoice payment information in batch as a job (similar to update PO line information)? Detailed information are as follows.
- Add invoices as sets Add invoice to ‘set content type’, and enable add contents from file to set so that a certain number of invoices can be grouped as a set.
- Add new jobs a. Update invoice status Approve/send…
15 votes -
Pick From Shelf Notification for Staff
We would like to have the ability to have "Pick from shelf" send email notifications to certain staff members when a patron requests a book be put on the hold shelf for them to pick it up. This would be easier and more efficient for us, than periodically logging into Alma and clicking on "Pick from shelf" to see if anything is there. Thank you.
15 votes -
Add Library Filter to Create Fulfillment Sets
The Create Fulfillment Sets functionality would be so much more useful if we could choose to create sets by Library rather than by the whole institution.
It's a very rare case to want to see Overdue, Lost, or Claimed Returned items for a whole institution and having to export the data into a spreadsheet in order to filter the results is very time consuming.
15 votes -
Changes made to Enumeration D - H, and Chronology K & M should appear in the item History tab
At this time, only changes made to the Enumeration Fields A-C, Chronology I-J, and Chronology L appear in the item record under the History tab; we would like for changes made to any of the Enumeration and Chronology fields to appear in the History tab of the item record.
If Alma is offering the use of 13 different enum/chron fields, they should all follow the same rules. Emphasis should not be given to just a handful of these fields, because many institutions use more than the 6 most popular fields.
15 votes -
Add a date measure to Digital Inventory/Usage Analytics
For Digital Inventory/Usage, we can only see total (cumulative) downloads and views. It would be helpful to have a date measure to see usage over time for digital files.
15 votes -
Addition of the invoice fields 'Invoice-number' e 'Invoice-date' to the Physical Items subject area
It would be useful if Alma Analytics could allow the creation of a report of newly purchased physical items including not only bibliographic data but also administrative and invoice data, such as for example the number and date of the invoice. Currently, the 'Physical Items' subject area only contains the 'Invoice Status' field and it is not possible to integrate it with the 'Invoice-number' and 'Invoice-date' fields present in the 'Funds and Expenditure' subject area.
15 votes -
Add export start/effective date to Bursar integration profile configuration settings
When creating a new Bursar integration profile, we want to be able to limit the transactions being exported to only those generated after a specific date. This is in addition to ‘Time before export (days)’ setting. We've never used an integration profile to export fines/fees to be transferred to our bursar office and have instead used the API. We're now stuck in a situation where we can't switch to using an integration profile because without a start/effective date there's no way to prevent the exported files from creating double billing of transactions that have already been transferred to our bursar…
15 votes -
Add ability to customize the data exported by Bursar integration profile using System = Other
When creating an integration profile of type Bursar which uses a ‘System’ setting of ‘Other’ there should be more granular control over what data is included in the export.
If a ‘System’ setting of ‘Other’ is selected, then a 'Data' tab should be made available which will allow you to select via checkbox what fines/fees and user data is included in the exported file. The data available should at minimum include, but not necessarily be limited to, what is accessible via API.
15 votes -
Add Fine/Fee ID and Transaction ID columns to User Details Fines/Fees tab
In the Fines/Fees tab of the User Details screen add Fine/Fee ID and Transaction ID to the list of columns that staff can choose to display. Currently the Fine/Fee ID and Transaction ID is only accessible via an Analytics report and thus aren’t available until the next day after any updates to the user’s fine/fees occur. Our staff need these IDs when troubleshooting fine/fee problems which means that users are negatively impacted by the Analytics lag time.
15 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.
15 votes -
Enable setting of Personal Delivery Locations from Resource Sharing Form
In November 2023, The following was developed for holds based on this Idea Exchange suggestion Allow users to enter an address for home delivery – Have an idea for Ex Libris? (exlibrisgroup.com) We would like to have the same functionality available for the Resource Sharing Form as well. Our consortium policy allows for home delivery of materials from another's library. Obviously, this might not be welcome for all but without this functionality, we cannot see it being feasible to turn on this functionality for just local requests.
15 votes -
RS - Copy Request Note to Request Cancel Letter as well wheb Converting Borrowing requests into patron physical item requests
The idea of
Converting Borrowing requests into patron physical item requests
has been implemented in 2019 (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201902BASE).
Request Note is copied in the Note field of the request.However it would be great that, after a successful 'View local resources' the request note could also be copied to a Note field in the "Ful Cancel Request Letter" automatically received by the user, thus letting the user know more specific info we usually write in the request note. For example, we write there an additional link to the resource we might have found, Having that automatically in a Note…
15 votes -
Add the ability to search ( and save query ) for holdings with suppressed tag yes
Please add the ability to search ( and save query as a set ) for holdings with suppressed tag yes.
Right now we can search for Holding having Tag Suppressed at Title level. This is not enough and is sometimes misleading (e.g. when a Title has 2 holdings, one suppressed and one not suppressed).We need to identify, save as set and manipulate holdings having tag suppressed at holdings level. This info has been added at Items level in Analytics, and is useful in case of report, but we need to work at Holdings Level in Alma with real time…
15 votes -
Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices
We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.
14 votes -
Set standard opening hours in advance
If the Library decides to change the standard opening hours of the Library for the coming year you currently have to wait until the first day of new hours to be able to input them as standard hours into Alma.
It would be nice if Alma allowed you to enter new standard opening hours in advance and to set a date in which they would come into effect. That way you wouldn't have to schedule to change them on the first day of the new hours.
An example would be if new standard hours were decided on by Library Management…
14 votes -
Enable a "Reprompt" option in Analytics
Currently, when running a prompted report, if you want to change your selections after running it, you must go back to the catalog and start over from "Run". It would be a great time savings if there were a "REPROMPT" option, which took you directly back to the prompt screen. Inclusion of a "retain choices this session" toggle and a "clear all choices" button on the prompt screen would be useful as well.
A use case would be when I am trying to determine why a particular item is hanging up on a task list or is being prevented from…
14 votes -
Ability to assign Renewals.
In the same way POLs or Purchase Requests in review can be assigned. This will give us that ability to assign subscription renewals to selectors/budget holders for approval.
14 votes -
Analytics Report for Staff Activity
I would like the ability to analyze staff activity in Alma Analytics (how many times a staff member checks something out or in, marks something missing, scans in an item for fulfillment, etc.)
14 votes
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