Alma
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1688 results found
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PO Line and invoice attachments: Upload/View/Edit/Delete - additional user roles needed
It is possible to upload attachments to a PO Line or an invoice. These attachements can be viewed, edited and deleted as well.
In case of using Alma as (the only) data storage for e.g. invoice PDFs, it is very important that attachments can be deleted only by specially privileged staff users. Deletion might be necessery e.g. because of erroneous uploads.
Looking into the 'Roles Reports' shows that there is no 'Delete' option listed (so Edit means also Delete):
Purchasing Operator / Purchasing Manager
- polineattachments.xml ... View Edit
- po_attachments.xml ... Edit
- invoiceattachmentstab.xml ... View
- poline…
94 votes -
Support full SIP2 protocol
For the communication between selfcheck kiosks and Alma, the SIP2 protocol is needed.
The full protocol can be found here: https://developers.exlibrisgroup.com/wp-content/uploads/2020/01/3M-Standard-Interchange-Protocol-Version-2.00.pdfUnfortunately, Ex Libris does not support all fields that would be available in the protocol (marked as 'not supported' in this document): https://developers.exlibrisgroup.com/alma/integrations/selfcheck/sip2/
Please make the whole SIP2 protocol available for Alma.
94 votes -
A way to set the Scan-in-Items drop-down-menu Status to our specific workflows
In Cataloging when we scan in item barcodes to send a work order to shelf preparation or end-processing, the scan-in-Item Drop-down menu defaults to Cataloging. Acquisitions uses this to send material to us --but we want to send material to Shelf Preparation/End-Processing. So we have to manually mouse down to insert this everything single time. This is slow (uses up time). It would be faster and healthier (on our hands) if Ex Libris could reconfigure so any library unit in a library could unit set the Scan-in-Item Drop-down menu to default to (--or to "persist" or "stick" at--)the specific status…
94 votes -
Permanent collections
Colecciones permanentes:
Si un título tienen todos sus ítems asignados a una colección permanente de documentos perdidos, extraviados, descartados, etc. , el sistema Alma debe evitar que el registro se recupere y visualice a través de Primo, esto a fin de que los usuarios no visualicen un recurso que no tiene la biblioteca y a fin de evitar de realizar otro proceso de cambio.Permanent collections:
If a title has all its items assigned to a permanent collection of lost, missing, discarded documents, etc. , the Alma system must prevent the registry from being recovered and viewed through Primo, so…93 votes -
VIAF Integration for Alma
I have been looking at the Alma Road map for 2018/19 and note the exciting BIBFRAME and Linked Data initiatives.
Fitting in nicely would be the facility to search VIAF from within Alma.
This would make it easier to check what already exists in authority files internationally and identify a suitable entry if we have to add identifying information for disambiguation purposes.93 votes -
Set preferred SMS default to "Yes"
When adding users manually in Alma the phone number has a parameter called "Preferred SMS" which is automatically set to "No". It controls whether Alma sends SMS' to the patron or not. It can only be changed after the profile is first saved. Hence it is ease to forget to toggle this setting.
We would like to have the option to choose the default setting for Preferred SMS, or the option to toggle this setting before saving on the "Quick User Management" registration form.
92 votes -
Ability to add closed purchase order lines to the Acquisitions tab, PO Line field on active portfolios
Alma will not let you place a closed PO Line in the portfolio Acquisitions tab, PO Line field.
We want to tie closed PO Lines to active portfolios because the PO Line is why we have archival access and why the portfolios are still turned on after cancellation.
Migration to Alma results in many PO Lines not linked in the Acquisitions tab PO Line field. Cleaning this up would involve reopening the PO Lines and closing them. This is too much effort for what we need to accomplish. Please implement!
92 votes -
Customize Alma search indexes
We would like to customize the search indexes in Alma for all MARC21 fields (not just localized fields). For instance, in the Alma advanced search > all titles > "Title" > we would like to change to "245 (Title)" to make it easier to identify the MARC21 field we want to search.
91 votes -
Short Loan Reminder - overdue notice doesn't display due time
The Short Loan Reminder uses the Full Overdue and Lost Loan Notification letter for the overdue reminder (sent x minutes after due time). This letter does not display the due time of loans however, and is not configurable.
91 votes -
Add Storage Location ID as column choice in Item View screen
We would like to view Storage Location ID in the item view screen within Alma: https://www.screencast.com/t/1fJ1IyCq
We can now access in Analytics however staff would like to be able to see this field without having to run a separate analytics report to see the data.
Thanks!
90 votes -
Add pickup library code to On Hold Shelf Letter (FulPlaceOnHoldShelfLetter)
In our consortial environment we are maintaining a public list of libraries. The patrons can see the library contact information there for each library in our network - https://libraries.swisscovery.help.
We would like to add a URL link to this list to specific pickup library where the user has to pickup the title mentioned in the On Hold Shelf Letter (code FulPlaceOnHoldShelfLetter).
Unfortunately, the pickup library code is not available in the letter XML. There are pickup library name (request/deliveryaddress) or combination of library name and circulation desk name (request/calculateddestination_name). But these are not suitable for URL linking.
90 votes -
Display the date a work order is created
When a work order is created to put an item in process internally ("Technical Services (CAMS)" or "Show to supervisor" or "Preservation") it would be helpful to have Alma display the date this status change happened.
It could be in the "item history", and/or the "In process" display, and /or in the "list of items." Currently, the receipt date is the last date displayed in these locations, which does not help with locating an in-process item.
88 votes -
Bibliographic records editing history
Here is an enhancement request concerning bibliographic records editing history.
Currently, the "View Versions" can only tell the different version of a bib. record. However, this cannot tell logging history of updating/editing the bib. records, e.g. who add/remove a MARC fields/who suppressed/released the bib. record etc. This is no history tab to keep tracking the changes of a bib. record which is unlike other history tab functionality available in other Alma pages, e.g.
• The PO Line Summary page when editing a PO line
• The Physical Item Editor page when editing item records
• The License Terms Details page…88 votes -
"A" and "The" are not alphabetical
When listing items, titles that begin with 'a' or 'the' (the indefinite and definite articles) should not be alphabetized under 'A' and 'T', respectively. They should be alphabetized based on the beginning letter of the first non-article in the title. This is standard practice and it is ridiculous to do otherwise.
88 votes -
Linking several Electronic Collections to one PO line from within the order
In Alma it's possible to link several Electronic Collections to one PO line. This is very helpful for us. To do so you can just write the PO line number in the field PO Line in the Acquisitions and License Information in the Electronic Collection Editor. But there is no way to do it vice verse, to link the order to multiple electronic collections from within the order. This would be very important for us, especially for those cases where the Electronic Collection is not in our IZ but in the NZ, so that we are not able to edit…
88 votes -
Purge User Records - allow to keep users with Blocks
Right now the Purge User Records job does not delete users with active loans and users with a fee > than a specific threshold.
Users with active Blocks are instead deleted.
Adding to Purge User Records job an option allowing to keep the users with blocks would be very useful.87 votes -
User ID Generation functionality also on the User Details page
Libraries can configure the automatically generated user identifiers for new patrons that are added when an operator adds a patron on the Patron Identification page. We would like that the user Primary identifier can also be generated when users are added or edited on the User Details page: Existing users (external or internal) could have their Primary identifier updated (refreshed) in a more easy and effective way by circulation desk operators.
87 votes -
Add scheduled job which Recalculates Rota Assignment on Resource Sharing Borrowing Requests in Locate Failed Status
We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota unfilled, and…
86 votes -
Show Interested User name directly in the PO Line list when receiving new material
Currently, for PO Lines with interested user(s), we can only see a green "V" in the PO Lines list when receiving new material in the Acquisition Department.
Since we increasingly use Purchase Requests to order new material, we almost always have IUs in the PO Lines. These IUs can either be patrons or staff members.We'd like to be able to see straightaway the IU's name(s) when receiving, either directly or when flying over this green "V".
It would save us a few clicks to be able to see quickly the Interested User's name. And it is important for us:…86 votes -
Alma bookings - concurrent bookings issue
Our institution wants to introduce bookings in Alma for our High Demand loans, which are 3 hours.
The main issue we’ve found is concurrent bookings, see scenarios below, with a 5 minute exclusion set up:
• A books item for 11:40-12:40 - however doesn’t borrow the item within the 5 minute exclusion
• B books item at 11:46, for 11:50-12.50
• A checks out item at 11:53, despite booking for B at 11:50
What is needed is some mechanism for bookings to expire automatically once the exclusion period is reached.
86 votes
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