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1766 results found

  1. Ability to link to single interface records from vendor record

    At the moment, when you link to an interface from a vendor record in Alma the interface record cannot be linked to one that has already been set up. For example, if you have Vendor A and link it to Interface X you cannot also link Vendor B to Interface X. You are also unable to have two interfaces with the same name. This is required in situations where we have multiple vendors for the one interface. For example, SAGE journals are acquired directly through SAGE but the ebooks are acquired through iGroup. In this case we would like to…

    93 votes
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    Anonymous responded

    Submitted by Ex Libris PM on behalf of our customers

  2. COUNTER metric PR_P1 or DR_D1 Searches platform to calculate Total Usage in Analytics databases cost per use reports

    We request that the Total Usage field used in constructing the databases cost per use report utilize the COUNTER PRP1 Searches platform or DRD1 Searches platform metric.

    Within the group of university libraries that are part of REBIUN (https://www.rebiun.org/), we have agreed to use the PRP1 metric, or alternatively DRD1 Searches platform, to calculate the cost per use of databases.

    However, when configuring the report in Analytics, we encountered the problem that Alma uses the DR – Unique Title Requests metric. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/E-Inventory#Cost_Usage

    Therefore, even if we build a cost per use report, it would…

    93 votes
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    2 comments  ·  Analytics  ·  Admin →
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  3. 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
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  4. 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
    92 votes
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  5. Display renewals in Item History

    In the Physical Item Editor, under the Fulfillment activities, we are able to see the Loan and Return history. I think it would be great to see Renewal information in this place as well.

    So many times, we have patrons disputing fines because the item was late and they renewed it thinking that it's not due on the original due date.

    It's true that when the item is checked out to the person you can see this when you click Actions>Loan History. But this does us no good when the item is checked back in and a patron comes to…

    92 votes
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  6. 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.

    92 votes
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  7. Ability to select records to release from MD editor

    Cataloger can release 1 record per time or all records can be released, but it would be useful catalogers could select multiples records to release.

    92 votes
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  8. 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:…

    90 votes
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  9. Store information about request history

    It is currently not possible to see whether an item has previously been requested, only that it's checked out. I want (often) to be able to tell: how many times throughout the history of this item has it been requested and in what way (page from shelf, recall, something else). It's super weird to me that this isn't present in the fulfillment history at least, and probably in analytics.

    90 votes
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  10. Possibility to open a record in MDE with MMS ID in URL (Deep Link)

    At the moment it is not possible to create a link from an external system or a document which opens the MDE for a given MMS ID.

    We would like to speed up the workflows of our cataloguers by having a possibility to generate links to Alma for a list of MMS IDs.

    e.g. https://{alma domain}/mde/?mms={mms id}

    This could then used by external tools to generate a "show" or "edit" link for our cataloguers.

    It would also be possible to generate such links in an Excel document with MMS IDs by using a formula to generate such links, which would…

    89 votes
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  11. New type of block : booking

    Currently the Block Preferences in Alma have Block options to permit Blocks on :

    · Block types 01 et 02= Loan and renewals

    · Block type 03= Loan and renewals and request

    · Block type 04 = Resource sharing

    · Block type 05 = Request

    It would be good to include a type of block for Booking only. It would allow us to block Booking without blocking other services for a patron.

    Right now libraries can’t choose to sanction a booking abuse without blocking every other service. It is too strong a sanction for some users.

    Best regards,

    Nathalie Darbon

    89 votes
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  12. Simplify item scanning when processing is complete

    Operators would benefit from not having to choose a Work Order Type and Status when the treatment is complete. It is not always easy to find out which cataloguing or repair operation has been carried out on an item. And above all, it's not useful if Done =“No” is selected.

    Couldn't you put this last line at the beginning of the form, and open the Work Order Type and Status boxes only if "Yes" has been ticked, rather than the other way round?

    Thank you and thank you for supporting this modest proposal.

    Nicolas

    89 votes
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  13. 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.

    88 votes
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  14. Alma to DOCLINE OAI-PMH Integration

    Integration for automated harvesting of eJournal and pJournal holdings from Alma to Docline (National Library of Medicine's automated interlibrary loan (ILL) request routing and referral system).

    88 votes
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  15. Need a Physical items folder in the Course Reserves Subject area

    Items details are missing from the Course reserves subject area in Alma Analytics. So can't get Barcode and other item details for course reserves.

    88 votes
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    6 comments  ·  Analytics  ·  Admin →
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  16. 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.

    87 votes
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  17. On Hold Shelf letter should display pick-up library rather than owning library

    Currently, if a student places a request on a book from a different library to be picked up at their "home" library, the On Hold Shelf letter comes from the owning library with the owning library's branding, not from the pick-up location, which is what they are expecting. This is confusing to students because they are not expecting an email from a different library and often ignore it.
    The On Hold Shelf letter email should have the pick-up library information/branding, not the owning library's information/branding.

    87 votes
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  18. 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
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  19. Ability to edit a location instead of creating a new one

    We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.

    We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.

    This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).

    This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…

    86 votes
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  20. Ability to Toggle the Missing with Fulfillment Role

    Currently, the only way to mark an item missing with a fulfillment role is from a request. However, circulation staff often need to mark items missing that do not have requests. As far as I can tell, it requires the Physical Inventory Operator role to toggle the missing status from the item record. I would like staff to be able to toggle the missing status without having permission to edit/add records. Marking something missing is typically a fulfillment activity though and not always related to a request.

    86 votes
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