Alma
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1691 results found
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Claiming at Item Level
Being able to claim at item-level so that we can mark an expected issue at CLAIMED/CLAIM so that magazines, journals, newspapers, and serial publication books would be easier to claim.
7 votes -
Invoice templates
Allow a template so if I'm invoicing dozens of orders in a row for one vendor I don't need to go through a bunch of drop down menus every time- Just one vendor, default account, same invoice date, pre-paid, with a credit card, etc.
7 votes -
When CZ update "Portfolio bibliographic record updated" runs, if POL is attached to portfolio & bib, automatically move POL to new bib
When we order a portfolio, the PO Line attaches to both the portfolio and the bibliographic record attached to the portfolio (this is good; it's how Alma works by design). Every week, there are numerous "Portfolio bibliographic record updated" tasks on the CZ Updates Task List. This means that the portfolio has moved to a different bib record. When "Portfolio bibliographic record updated" happens, the portfolio moves to a new bib. The POL remains attached to the portfolio (which is good!). However, the POL is not moved to the new bib record; it remains attached to the old bib record.…
7 votes -
Choose start month in Alma Analytics schedule
Alma Analytics has been improved by a lot in ways of scheduling reports. But I am still missing a way to choose a start month when scheduling a quarterly or bimonthly report.
You can choose a recurrence pattern (eg. monthly, recur every nth month), but there is no way to choose a month for the next run. Each change in recipients or touching the analytics object may start a new interval.
When choosing a weekly interval, you can also choose a weekday. An option for choosing a month should be added for monthly schedules.
7 votes -
Adding the possibility to display the portfolio lists and the item list when creating a lending request from search
When creating a lending request from search, it would be nice if we could display the portfolio list and the items in order to have more info about the availability (coverage and status)
7 votes -
Make “Public access model for “Owned” purchase model” retrievable in Analytics query
When an Ebook Central ebook in the CZ is both owned and available in a subscribed subscription collection, the unlimited users license appears in the portfolio tab Acquisitions/Public Access model, and the number of users for the owned copy appears in "Public access model for "Owned" purchase model." Analytics cannot report out '“Public access model for “Owned” purchase model” in any case. All I can get is Public Access Model. When I report out both Purchase Model (owned, subscription, DDA) and Public Access model, and get owned and subscription but only Public Access Model unlimited users, I know that;s for…
7 votes -
Sorting the linked data records in the Fund transactions
In the Funds and Ledger Transactions area, it is completely illogical that the related records cannot be sorted, but can be sorted by Type, Date and Amount. A classic use case:
I would like to know whether a particular pole has been assigned Encumberance, Disencubrance and Expenditure. As it is not clear whether the date is the invoice date or the current date of the respective action, this sorting method does not help at all.7 votes -
Notes for display logic rules
We would like a notes tab in the Discovery Interface Display Logic rules screen. We have over thirty rules, and some are inactive. We would like a way to record some notes as a record of our decision-making for this quite complicated area.
7 votes -
Work Order Types feature allows adjusting priorities OR Work Order Types can be switched according to the user's role
Work Order Types feature allows adjusting priorities OR
Work Order Types can be switched according to the user's role (more or less Work Order Types functions)Process type function options in the Items level can be remembered.
It used to be possible to memorize frequently used function options, but now they have disappeared.😢7 votes -
Overdue notifications
If a user has an overdue notification fee the title of the book for which they got the fee is not mentioned in the Titles colum of the Fines tab on the user record. If it was it would help us explain the fine to a user looking for an explanation at the counter. Can this be fixed?
7 votes -
add ability to edit existing display logic rules
Currently once a display logic rule is written, it can't be edited, which means one needs to write second one, or delete the first and write a new one. This is tedious and a waste of time, and the ability to edit rules would be a big improvement!
7 votes -
Treat invoices created from Excel as distinct from manually created invoices for the purpose of creating invoice review rules
Currently, invoices that are created from Excel spreadsheets are considered to be created manually. We want to be able to create invoice review rules (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/040Configuring_Acquisitions/100Configuring_Invoice_Review_Rules) that set invoices created from Excel files to a status of 'in review' and those that are created manually by staff to 'in approval'. In order to do this, we need to be able to distinguish between invoices created manually by staff and those created from Excel files.
7 votes -
Customize secondary search menu under Borrowing/Lending requests
When searching under Borrowing & Lending requests, the order of the search field options defaults to alphabetical.
It would be nice to have the ability to customize the order of the search options, so the most used fields can be placed closer to the top of the list to avoid extra scrolling.
For example, searching by Title is common, but the option is near the bottom of the menu. Staff need to scroll down to it every time they want to search requests by Title.
It would be nice to at least be able to identify a favorite search field,…
7 votes -
Enhancing Security in Alma: Restricting Return without scanning the item, Claim Return, Found Functions to High-Level Roles
The new Alma Manage Patron Services, implemented in February 2025, allows any role to "Return" an item without scanning it. This function should be restricted to high-level roles only. Similarly, the "Found" and "Claimed Return" functions should also be limited to high-level roles.
Currently, WS students can access these functions with the Circulation Operator – Limited role. While we are in the process of removing the Actions Customizations from the Settings wheel, our preferred solution is to restrict access to these functions to higher-level roles.
7 votes -
Improve Request Limit configuration to match Loan Limit configuration
Request limit configuration is currently extremely limited:
- It applies across the whole instutition
- It is a single limit which can't be distinguished for different material types, items or kinds of requests
- It is linked only the user group of the patron.
We propose that request limit config should match loan limit config and allow for other variables:
- Application to a specific library
- Limit by item policy, location, material type, user group, statistical category and job category.
An additional improvement would be to allow some link up between request limits and loan limits. They are particularly problematic for remote storage integrations…
7 votes -
Change the order of the dropdown menu for 'Run a Job'
It would save a lot of time and extra clicks if the first option in the dropdown menu for 'Run a job' was switched to 'Name', rather than 'Description'.
7 votes -
Personnalize "Users - Remove Blocks"
"Users - Remove Blocks" job removes expired blocks from user records. We want to customize the processing to automatically remove expired blocks and short blocks (1or 2 days) to avoid unequal treatment between users.
9 votes -
Manage Sets without Repository Manager permissions
It would be nice if we could update and manage repository sets without needing the Repository Manager role. Without it, staff can create sets and run queries, but they can't update any sets that weren't personally created by them, making it so that managers are having to make small updates that could easily be made by staff.
7 votes -
Display personal metadata editor history of opened/edited records
Currently in Alma's All Titles search you can see a list of records you have previous looked at, but it would be helpful in the metadata editor if you had a list of records that you have opened recently. Even a list of 5-10 would helpful.
7 votes -
Request for Improvement of the Physical Item Receiving Function in the Library
Currently in Alma, when librarians receive physical items that have been ordered and have arrived at the library, items with a patron physical item request and items without a patron physical item request must be processed separately.
It would be helpful to have a feature that allows librarians to receive both types of physical items—those with a patron physical item request and those without—together in a single receiving workflow.
7 votes
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