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1692 results found

  1. Flag an alert when a purge date falls earlier than an expiry date

    A colleague has raised the point that currently when editing and saving a user record, if the purge date precedes the expiry date no alert is raised. This means if the purge date is adjusted and is set before the expiry in error, nothing alerts the user to this fact.

    Would it be possible to have a an alert either in the form of a message or sidebar error alert to make the operator aware of the data issue when saving the changes?

    8 votes
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  2. Add Cancellation Reason code and Notes to the Interested In Letter XML

    This essentially replicates an earlier request that was closed in 2021 without resolution:

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/44262498-request-to-add-cancellation-reason-and-cancellatio

    We would like to have Cancellation Reason code and Cancellation Note available in the XML that is supplied to the Interested In letter template. The Cancellation Reason code is a distinct field In Analytics, so I would hope that this would be easy to add to the XML. The cancellation note might be trickier -- it is stored as a PO Line Note in Analytics. If the cancellation note is just one of several PO Line notes in Alma, we would be happy to have all…

    8 votes
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  3. Allow deleting or editing a manually packaged PO without deleting all the POLs

    There needs to be a way to delete a manually packaged PO without also deleting all the POLs associated with that PO. I can understand not allowing this if the PO is closed, but if the PO is only in "sent," then it should be allowable to either delete that PO without also deleting all the associated POLs OR allow editing that PO to attach additional POLs to that PO. This would essentially be the same logic when manually creating an invoice in Alma: it's possible to add as many POLs as needed when creating an invoice in Alma by…

    8 votes
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  4. Include in webhooks information on which user triggered the event (especially for items and users)

    There are numerous scenarios where knowing which user performed the action that triggered the webhook would be useful, like selectively acting on triggers based on permissions and automatic staff error handling. Currently webhooks only include whether the action was performed in the UI or not.

    8 votes
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    0 comments  ·  Webhooks  ·  Admin →
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  5. Create functionality to remove portfolio General Note entries using the Portfolio Loader or the Change Portfolio Information Job

    Currently, there isn't a way to remove General Note entries in batch. It would be ideal if there were a way to remove General Note entries using either the Portfolio Loader or the Update Portfolio Information job, instead of having to do this work manually.

    8 votes
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  6. Add Release Displayed Records in List to Record Actions menu and a keystroke combination

    In the metadata editor, the option to release all displayed records in the record list has only one button which is not accessible by a keystroke. This makes the action less accessible to different users, and is also challenging to document for library staff without including visuals.

    This button, with tooltext "Release displayed records in list," should also appear in the Record Actions menu in the section with other release records options. At minimum, the function should continue the current behavior of releasing the records in the selected records tab. Though it would be useful to have an option to…

    8 votes
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  7. Adding bib- and item-level information like "MMS ID" and "Barcode" to a patron's "Requests"

    When using "Fulfillment -> Manage Patron Services" to view a user's account, the "Requests" tab shows a patron's current requests, but these lack identifying and linked information beyond the title. Being able to view and click on a link to the MMS ID of the record that the request is for would be helpful since a library may have multiple records with the same title; in addition, item-level information like possible Barcodes for items that would fulfill the request would be helpful in visually confirming that a particular item in hand matches a patron’s request.

    Would it be possible to…

    8 votes
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  8. Add activation note to Get PO Line API

    In the Get PO Line API (https://developers.exlibrisgroup.com/alma/apis/docs/acq/R0VUIC9hbG1hd3MvdjEvYWNxL3BvLWxpbmVzL3twb19saW5lX2lkfQ==/) the receiving_note for print acquisitions is accessible. However its' electronic purchase counterpart, the activation note, is not in the Get PO line API response.

    Can this field be added?

    8 votes
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  9. Enable local extensions on MARC 79X and 89X

    OCLC Bibliographic Formats and Standards sets out tags 79X (790-799) and 89X (896-899) as valid for local uses. These ranges should be available for network zone members to use as well. Adopting these ranges will allow catalogers to directly adapt records from WorldCat into a network and add local extensions without having to remap from the OCLC-supported field to a field in Alma, such as a 9XX.

    Catalogers primarily use these fields to enter details such as authors with local affiliations (e.g., current faculty members), dissertation advisors or members of dissertation committees, and the college within the institution supervising the…

    8 votes
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  10. Make Existing Record Primary When Merging via Search Resources

    When merging records through Alma’s Search Resources, make the existing Alma record the Primary and the incoming external record the Secondary.

    Currently, when bringing in external records, Import and Integration Profiles treat the existing Alma record as Primary, but Search Resources makes the external record Primary. This inconsistency forces libraries to maintain two opposing sets of merge rules, depending on how the record enters Alma.

    Making the Alma record Primary in Search Resources would align the behavior with other workflows. This could be configurable or at least opt-in so libraries can adjust their merge rule settings in the External Search…

    8 votes
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  11. Allow the keyword function to search up permanent call numbers directly

    If I enter a call number into the keyword search box, it will often show no results despite showing results when the search category is switched to "permanent call number." Inputting an OCLC into the keyword search consistently yields accurate results, so why can't it do so with call numbers?

    8 votes
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    0 comments  ·  Other  ·  Admin →
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  12. Allow filtering and sorting on all columns in "In process items"

    In the "In process items", some columns can be filtered (Process status, request filter, library) and some can be sorted but not all. It would be useful to be able to filter by "Modified by", "Modification date" and to sort by "Modification Date".

    7 votes
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  13. API access to Item's edit history

    For rolling back changes in a batch of items, it would be extremely useful to have API access to the Item Changes that are reported in the History tab of each item record.

    7 votes
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  14. purchase request

    Purchase request - assign to function added to drop down menu or in its own tab (after the currant tabs).

    It would be good to be able to filter purchase requests by assign to function.

    7 votes
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  15. Allow booking requests only on the quarter hour and half hour

    If your booking resolution policies are set to "Minute", users can select any minute in the hour as a start and end time. We would like a configuration option that allows us to limit booking request start and end times to just the quarter hour and half hour.

    7 votes
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  16. Printouts Queue: Include more info in printing queue display

    Idea: Include bibliographic or request information in the display of the Printing queue. (E.g. An additional column that displays Title and/or Internal/External identifier).

    Rationale: There may be multiple desks/people scanning in requests at different times; it would be helpful to be able to see which item a letter was referring to at a glance. This information is available from the "preview" option, BUT, it takes a lot of time and clicks to open each to see if it should be printed or reprinted.

    7 votes
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  17. Choose users affiliated to a particular library - Bulk Change Due Date

    Our situation is that we have 2 libraries (eg. Library A - Library B) in 2 different cities. Students affiliated to a particular library can borrow items (books, DVD, etc.) owned by the other library.

    The problem is:

    Eg. Due to COVID, library A closed and library B remain open, so students affiliated to library A can't physically return their books. I would like to bulk change due date for all loans of library A students.

    HOWEVER, if I choose 'Library A' in the field 'Library' of Bulk Change Due Date feature, Alma will change due date of loans related…

    7 votes
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  18. Two-Factor Authentication (2FA) for developer portal

    Currently login to the developer portal https://developers.exlibrisgroup.com/ requires username and password. If a user account associated with an organisation is compromised this gives the malicious actor access to use/create API keys to do anything they want in Alma.

    For example a malicious actor could create an API key which allows them to access all the user information stored in Alma.

    Access to manage API keys should be locked down with 2FA, password login is not sufficient.

    7 votes
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  19. Make Approved Purchase Requests Editable

    It would be very helpful if it was possible to edit Purchase Requests which have been approved. Our purchase requests default to 'electronic' material type, but if the electronic version of the requested item is unavailable and we need to order print copies instead, and the staff dealing with the request forget to change the material type before clicking on 'Approve and order', this means an order is created with the wrong material type and there is no way to fix this retrospectively. It would save us a lot of rework if it was possible to change the material type…

    7 votes
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  20. Webhook for Library Hour Changes

    It would be great if a event could be created that would fire a webhook when a librarys hours change.

    The use case for this is when we use a 3rd party system that pulls hours out of Alma, we want to be able to know the hours have changed and perform a sync sooner than say 72 hours later (or whatever interval) when the outside system refreshes automatically.

    This would be useful when we close do to inclement weather or something, so we could trigger updating our 3rd party system after the hours are updated in Alma.

    7 votes
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    0 comments  ·  Webhooks  ·  Admin →
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