Alma
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1691 results found
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Remove library and locations from Analytics created in test period
During migration to Alma we found that there were some incorrect data in holdings records for libraries and locations. This was useful because those data were not exposed to metadata managers in our previous system. Prior to migration, these incorrect libraries and locations were removed from our data in the previous system.
Now I find that those incorrect libraries and locations remain in Analytics. In order to filter these incorrect data out, one needs to remember to filter them out. This is not a long-term tenable solution as fewer and fewer staff members recall the specifics of the data cleanup…
5 votes -
Filtering a report based on a user set
Right now if you want to filter a report on a user set...
- Run a search in Alma and save to a set
- Export the list, using Excel.
- Manipulate the needed field (e.g. of barcodes), to be stored in one row, with semicolon separating them (e.g. 365704-340;365704-350).
- Copy this list as a row to be used as a filter in Analytics
I would like Alma smart enough, when I click on filter to simply supply the user set I created.
5 votes -
Overlap Analysis reports
These reports would and should utilize and contain within them subject headings and subject areas. It seems like it would be a very useful functionality for staff to make use of subject headings for comparison to other vendors' reports who use subject headings/terms while doing an overlap analysis. When trying to compare CZ electronic collections to our IZ collections, it would be good to know which subject coverage area and date range each matched portfolio has.
5 votes -
Saving Queries on the Community Zone
Please, let us save queries on the Community Zone as a logical set.
It is well understood that no one but Ex Libris is supposed to be able to run jobs on the CZ data and most likely that is why you currently cannot save a query on the Community Zone as a set. However, saving queries can often serve as just a shortcut for submitting a (more complex) query again and again, and for electronic resource librarians it is interesting to check the CZ regularly for newly added collections which are freely available, e.g., or adhere to any other…
4 votes -
Add preferred pronouns field to contact people tab information in vendor
In the 'Contact people' tab of a vendor record, there is currently no option to add the preferred pronouns of an individual. There are preferred name and gender options but no where to record the pronouns they prefer.
vendor interface > Contact people > Add contact > Contact details.
4 votes -
Hold Notification letter. With resource sharing, that the notice comes from the library that has the item on hold for pickup.
Because hold notification come from the lending library that has supplied the item, patrons are confused and do not always open and read the notification for directions. Having the hold notification come from the borrowing library where the item actually is waiting on the hold shelf for pick up would clear up the confusion of who has the item.
4 votes -
When a hold expires, have them display in the task list
In the same way that requests show in the task list, it would be helpful that when the hold is expired that it will also show in the task list. People would see on their desktop if an item needs to be shelved or returned to a campus library, instead of remember to check the Expire Hold shelf.
4 votes -
Customize "Add Invoice Line" fields for past serial invoices
Serials invoicing does not always use the same tax status (taxable vs exempt) for every invoice based on material type and frequency. Our campus uses the Reporting Codes to record tax category. When adding an invoice line in an invoice, using a Subscription POL brings up display of past invoices, but the Reporting Code fields are not available. We would greatly appreciate being able to see the First Reporting Code in addition to the Notes (where we record enumeration)
4 votes -
Add option for patron name suffixes like Jr., Sr., or III
Name searches in Alma for names containing suffixes like Jr., Sr., or III yield strange results.
Example: Someone named Joe Johnson Jr. will have first name "Joe" and last name as "Johnson Jr." When performing searches in Alma for "Joe Johnson", "Joe Johnson*", or "Joe *Jr." will not yield any results.
Alma looks for "Jr." as a last name rather than the person's surname. This isn't helpful when SIS has the suffix but the patron may not use the suffix all the time in their everyday life.
Creating the option for a patron name suffix or updating the search for…
4 votes -
Adding 'Normalized Item Call Number' field to analytics, similar to existing 'Normalized call number' field
We would like to have 'Normalized Item Call Number', derived from 'Item Call Number', in analytics. This field is similar to 'Normalised Call Number' derived from holdings 'Call number'
4 votes -
monthly usage data green checkmark link to counter report
After you load usage data and look at the monthly usage data tab, the green check marks should link to the COUNTER report when you click on it.
4 votes -
Add support for System for Cross-domain Identity Management (SCIM) standard
System for Cross-domain Identity Management (SCIM) is a standard for automating the exchange of user identity information between identity domains, or IT systems. Supporting this standard would allow for better automation and SIS integration for institutions using Alma.
https://en.wikipedia.org/wiki/System_for_Cross-domain_Identity_Management
4 votes -
Include submitter name with Report to Ex Libris form
Any Alma user who can access the action menu of a portfolio or electronic collection can submit the Report to Ex Libris form, but the Salesforce case is opened with the CRM contact chosen on the form. Unless the submitter includes their own name in the form's description field, it becomes impossible for the CRM contact to determine who opened the Salesforce ticket.
Please include the name or primary ID of the logged-in Alma user in the Salesforce ticket. This will facilitate follow-up with the staff member who reported the issue.
4 votes -
Add 'Assigned date' to user roles
We often need to know the date that a role was first added to a user's account. The status date is not static and because we use the API for updates from our SIS the status date often gets updated with random dates. The API updates also make the history tab difficult to use to track down role additions versus changes.
We should be able to easily see a column that includes the date a role was initially assigned/added in the context of all of their roles in the General Information tab.
We also need the date a role was…
4 votes -
New PO line: Add pickup capabilities to autocomplete fields (for example, Interested users)
The following improvements were implemented to New Layout for PO Lines in Alma February 2024 release, so the pickup capability has been added to the Venders and Funds:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202402
Improvement to the New Layout for PO Lines
February 2024 Acquisitions
Some improvements were implemented to the new layout for PO Lines.The existing Material Supplier and Fund fields were enhanced to allow users to select the value from a list which opens in a sliding panel. This is in addition to the existing option of selecting a value from the dropdown menu or typing the name of the vendor/fund.
However,…
4 votes -
Export funds from a PO Line
Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface4 votes -
Bulk add perpetual access dates
We would like to be able to add perpetual access dates in bulk to individual portfolios. This functionality would be helpful for tracking perpetual access on packages/bundles where a large number of portfolios share a common start and/or end date.
4 votes -
Troubleshooting/business intelligence: Make authentication method field useful (searchable in Alma, reportable in Analytics, customizable)
We need business intelligence about the big picture of which authentication method we use for each eresource.
There is an "Implemented Authorization Method" field in the vendor interface record but this data is only available by drilling down into the vendor record, and to those users with appropriate permissions. It's essentially invisible; there is no way to expose this data: it's not a searchable field in Alma, it's not a queryable field in Analytics, and it's not available through the APIs. The values are also not customizable but do not encompass the real life categories we need.
why?
1) troubleshooting:…4 votes -
Lending requests - requests shipped as physical non-returnable should automatically get status Request Completed
Now when there is an lending request in Alma and we choose the option "Ship non-returnable" then such request gets a status "Shipped physically". We suggest that such request should automatically get status "Request Completed" because it was shipped and such request is completed according to our workflow.
4 votes -
A new design for the homepage of ALMA
It would be really lovely if the homepage to ALMA was colourful and bright with easy access to the major functions we use in the library. For example there could be a homepage that has different bubbles (5 in a circle with one in the middle for example) and people can drag and drop their 6 most used icons. For library assistants this would be super useful if we could open ALMA and instantly be able to issue / return books / search for a service users name / card number for easy access. It would also be great if…
4 votes
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