Alma
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1771 results found
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Manage Purchase Requests [Acquisitions > Purchase Requests > Manage Purchase Requests] menu
All user purchase requests are directed to the 'Unassigned' tab in the "Manage Purchase Requests" menu. It seems that this could be somewhat inconvenient for the staff handling acquisitions. Therefore, we would like to propose two suggestions. ① Enable the selection of multiple items within the 'Unassigned' tab for bulk assignment, either to oneself ('Assigned to Me') or to another staff ('Assigned to Others'). ② We would like purchase requests to be automatically assigned to the appropriate staff member based on the MARC format or vendor selected during the request.6 votes -
Retain recall overdue fines even if the request is cancelled
When a request is cancelled, we would like the fine incurred for an overdue recall to remain in place (for the days up until the recall is cancelled) to deter customers from keeping a title that may be required by others. Currently, overdue fines disappear from manage patron services when a request and the recall is cancelled.
6 votes -
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?
6 votes -
Need job to force POLs out of Claims status
Over the years, many items of all resource types have fallen into Claims for one reason or another. For the purposes of cleaning up records, Alma should have a job that enables Acquisitions managers to force POLs out of Claim status, even for closed fiscal periods or POLs that are closed. The inability to move an item out of Claim due to it not following the strict receiving process is very inconvenient and makes the Claims function almost useless when its so cluttered.
6 votes -
auto populate the end date for an invoice
When entering a date range for a subscription, it often crosses into the next fiscal year. Having to select the year before you use the drop-down to select the month and day adds a lot of clicking. It is rare to have a subscription that isn't one year in length. It would save a lot of time and clicks if the end date (1 year later) would auto-populate.
6 votes -
When editing an item – show only valid item policies for a chosen location
We suggest that the drop-down list of item policies only display item policies that are valid for the chosen location. At present, the drop-down list for item policy in the physical item editor shows all item policies available in the system, regardless of whether they are actually in use for the chosen location or not.
Or the system should display a warning when selecting an item policy that is not used for the chosen location.6 votes -
Internal Identifier number included on Resource Sharing letters
We want to be able to add a requests Internal Identifier number to the Resource Sharing Shipping Slip letter & the Resource Sharing Receive Slip letters, as a way to clearly and consistently identify a request. Because the external ID can change over the life of a request, we will often refer to the internal ID instead. It's useful to have this on the shipping and receive slips because 1. If the partner or patron needs to communicate with us they can quote the ID number, and 2. this paperwork often remains with the item when it comes back to…
6 votes -
Sorting Lending Requests
Add option to sort by Call number to Resource Sharing Lending Requests
6 votes -
Fee block: automatic blocking and unblocking
The following configuration is desired:
A fee block should be set automatically once a freely selectable fee amount has been reached and after a freely selectable period of time.
- Once the fee has been paid, the block should be automatically deleted.
Reason for automatic fee blocking:
The fee limit that can be configured in Alma only refers to the maximum fee amount that may be reached, but not to the period in which a fee must be paid, regardless of the amount of the fee.Reason for automatic unblocking:
Fees can be paid at any time, especially after the planned…6 votes -
Feature Request for Individual Interlibrary Loan Requests
We would like to request a functional enhancement regarding individual borrowing requests in the following menu:
[Alma > Fulfillment > Resource Sharing > Borrowing Requests]
When a user at an Alma customer institution (e.g., a university library) submits a KERIS interlibrary loan (ILL) request via the library website, the request is received in the Alma menu above. In such cases, the staff in charge of resource sharing must separately submit the request through WILL (the KERIS interlibrary loan system).At this stage, the staff would like to send a notification email to the user confirming that the interlibrary loan request…
6 votes -
Request for Enhancement of the "Patron Physical Item Request" Function
We would like to request an enhancement regarding the "Patron Physical Item Request" function.
Currently, Alma recommends using the "Patron Physical Item Request" function at the title level, and customer institutions are also using the function in the same way.
When a purchase request is made, notifications for item arrival and hold requests for interested users are also processed at the title level. As a result, when multiple items (e.g., volumes/issues) are ordered under a single title, even if several items are received by the library through that order, interested users receive a notification indicating that only one item has…6 votes -
Provide a configuration to limit by material type to a specific pick-up location
For institutions with multiple libraries where only one library may have A/V viewers or microform readers it would be helpful for that institution to limit the pick-up location by material type to the library that has the necessary equipment for onsite use.
This would eliminate confusion and time delay when a user makes a request to pick up a material type at a location where they cannot use it onsite.5 votes -
SUMIF function for Alma Analytics
There is currently no way to do a SUMIF function within Alma Analytics. In Excel, a formula like =SUMIF(A:A, A2, B:B) will perform the following operation: it will look for duplicates in the first column and if present, sum the numbers in the second column and output them in the third column. This is particularly helpful when trying to determine something like the total number of serial volumes per library (or some similar metric) without using the subtotal function. The subtotal function creates an additional row at the end of each unique set of instances instead of putting this data…
5 votes -
Add Purchase Requests to blocked actions
We would like to prevent blocked users from submitting Purchase Requests. Although it is possible to ask Ex Libris to configure a blocked action for Resource Sharing Requests, it is not possible to do this for Purchase Requests. It would be useful to have a blocked action for Purchase Requests that we could use in Block Definitions.
5 votes -
Disable Electronic Activation Tasklist
It would be helpful to have the option to disable/enable the electronic activation tasklist. Whether or not the tasklist is incorporated into local workflows, the tasklist continues to grow with resources as they are ordered from the community zone. This leads to a very bloated tasklist with no clean way to clear items from the tasklist (i.e. resources that have already been ordered and received/activated remain on this list).
In a case with ExL (06794492) it was confirmed that items from the tasklist cannot be cleared in batch and each resource needs to be manually deleted.
By disabling the tasklist,…
5 votes -
Transit Time Rules for Work Order Departments
We have work order departments in a central location providing services to multiple libraries across our state. When the department has completed their task and is ready to send the item to the distant library, Alma sets the delivery date to 24 hours when the transit time between libraries could take 72 hours. This confuses patrons who believe the item is available when it is in transit.
The Transit Time Rule set between libraries are not configured to include Work Order Departments and only the library level is available for configuration. We would like the Transit Time Rules to include…
5 votes -
Ability to add historical purchases and/or backdate orders
Would like the ability to add our historical orders into Alma for record-keeping and the ability to pull in that info into analytics. We have instances of perpetual access titles/collections that we purchased prior to onboarding to Alma, but no way to include that info on the vendor's page in Alma b/c we can't add that historical info, but that restricts our ability to use those vendors in comparison to others or perform cost analysis on them either.
5 votes -
Allow lending RS locate process to fail if it cannot determine which volume from a multi-volume set is being requested
Currently, Alma's lending locate process will automatically select a single volume from a multi-volume set if it can't determine which specific volume is being requested in a title level lending reqeust. It often selects the incorrect volume, and that error is rarely caught before the incorrect volume arrives at the borrowing library. It would be very helpful if the lending locate process failed in these scenarios rather. That would give library staff the opportunity to manually review the reqeust and select the correct volume.
5 votes -
Allow VAT % amount greater than 100% when VAT Type is not Exclusive
We receive a 'The field VAT % contains an invalid value' error when a VAT % amount is recorded as being >100% and we cannot progress the invoice any further. This error is valid when VAT Type is 'Exclusive', because it indicates that the VAT Amount > Total Amount. But it shouldn't be invalid when the VAT type is Line Exclusive or Inclusive, because it merely indicates that the VAT Amount > the amount of the other invoice lines.
We encounter the problem when paying invoices where the invoice primarily consists of a taxed amount. This is common when receiving…
5 votes -
Items with fulfillment notes cannot be checked out on self checkout machines
Currently items with Fulfillment Notes loaned through the Automated Fulfillment Network (AFN) cannot be checked out on the self checkout machines. Locally owned items with fulfillment notes can be checked out through the machines. Having the ability to checkout all loans on the machines regardless of notes will streamline the process for patrons and service desk staff. It will also eliminate the confusion that occurs when users encounter this situation during the time of checkout.
5 votes
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