Alma
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567 results found
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Export Note to vendor into Excel
We noticed, that when exporting a number of POLs to Excel (for example from the claims list, but also from regular search results list), the "Note to vendor" is not exported.
This field would be very helpful for manual claiming.
Is there any way, you could add this field to the export-function?156 votesAn option to present the "Note to vendor" is added to the file exported to Excel when exporting a list of PO lines (Export all fields).
For more information please see Alma May Release Notes
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Add Electronic Service information to Analytics E-Inventory subject area
Information at the Electronic Service level in Alma is not searchable in advanced search or Analytics - it can only be accessed by individually viewing a single electronic service. Making service-level information accessible through Analytics would enable searching across all collections for troubleshooting or updating information.
I am particularly interested in the Electronic Service Public Note field. Portfolio Public Note and Electronic Collection Public Note are already available through Analytics. Making Electronic Service Public Note available would allow me to view all the Public Notes that appear to our users and update them as necessary.
153 votes -
Ability to create a set of holdings records in Alma
Currently in Alma you can conduct a repository search to create a set of physical titles (bibliographic records) or physical items (item records). Although you can do an Advanced Search of certain data fields in holdings records, there is no functionality to create a set of holdings records.
(You can create a set of titles or items and run the manual jobs: change physical items or change holdings information. Unfortunately, the set of physical titles include all holdings records linked to the bibliographic records (including holdings records you may not want to change). And you don't always have search criteria…
151 votes -
CZ Updates Task List – add «Test access» to Actions button
Please add Test access to the Actions button in the CZ Updates Task List. This is probably only useful for the reports concerning portfolios.
Background: When working with the CZ Updates Task List I often access the resource by using Test access, e.g. to check whether the updated link is working properly or to check our coverage. In quite some cases, it is not necessary to edit the portfolio. Just checking is sufficient. A test access option from the Actions button would reduce the number of clicks in those cases.
149 votesCZ update task list includes a ‘Test Access’ action
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Allow to configure the localization of loan status codes on institutional level
Currently it is not possible to configure a localized version of the basic loan status codes (e. g. "recalled" or "normal") on institutional level. Instead there are static translations which are set for all Alma institutions - for example (german) "Zurückgerufen" for "recalled". That specific translation, displayed in the loan list in Primo >> My Account, creates confusion among our users since the correct term in that case should be "Vorgemerkt" ("put on hold").
We need a possibility to configure the localization of loan status codes on institutional level - no matter if in Alma or in the Primo code…
148 votesCompleted as part of Alma October release, for more information please see:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/050Physical_Fulfillment#Configuring_Loan_Status_Names -
Add "Previous User" in Manage Patron Services
It would be great to have feature to see the last previous user that you pulled up in the Manage Patron Services Patron Identification page. We often find ourselves needing to look up information on the patron who we just checked out materials too.
147 votes -
Automatic Hold Item check for its interested user
Please make it possible that when a PO line has an interested user, its Hold Item gets checked automatically by using any of the following methods:
1) the library's configuration change
2) Import Profile setting
3) Update PO line jobThis function is necessary for Patron-Driven Acquisitions which takes up most of our purchases. Now we manually open each PO line and tick the box one by one, which is one of the biggest hassles when there are hundreds of PO lines to review.
144 votesAlma July release enhancement in the PO Line’s “Interested Users” management area allows institutions to control whether to disable/enable the interested users options for PO Lines created via Purchase Request and EOD process.
For more information please see Alma July release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Generate accession number by using keystroke combination
Generation an accession number in 852$$h can only be done by using the menu (tools -> MARC21 holdings -> generate accession number), we would prefer a keystroke combination. It would reduce the clicking enormously!
142 votes -
Add POL Access Provider to Analytics
Quite frequently we purchase our resources through a third party vendor, e.g. Ebsco, but the access provider is different, e.g. Taylor & Francis. It would be really useful to be able to view the Access provider information in Analytics as well as the vendor information. Currently we can only see the vendor information.
141 votesThe Vendor Access Provider field was added to E-Inventory > Portfolio PO Line and to Funds Expenditure > PO Line. It displays the access provider of the vendor.
For more information please see August Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201908BASE -
Collaborative Collections Retention Item Designators
Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to commit to hold specific items. Currently, there is no way to mark this in records unless in free text notes, and no system checks in place for items to prevent accidental weeding of items that libraries have committed to retain. This idea outlines system functionality to ensure that libraries can safely manage committed collections.
• Two new fields in Alma Items: a Committed to Retain check box and a Retention note free text field (minimum of 200 characters)
•…
141 votesThe ability to mark items as Committed to Retain was developed as part of the August 2022 release.
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Authority control task list - ability to exclude certain MARC fields and authority vocabularies
We would like to be able to configure or filter the Authority Control Task List so that only the vocabularies that we authorise are included in the list. Also, it would be useful to be able to exclude or filter out selected MARC fields from the list to make the list more manageable. At present the only way to filter the list is to export it to Excel, which means that you can't work on records directly from the list. A configurable or filter-able list would be much more user-friendly.
136 votes -
Electronic collection extended export file format change from xls to xlsx
the output of the 'edit service>portfolios>extended export' is currently xls (very old excel format) which has a huge inefficient file size and a technical limitation of 50,000 lines.
we would like the extended export output to be in the much newer, much more efficient XML based xlsx format, which has a much smaller file size to work with, while also providing many more lines - very useful for libraries with very large electronic collections that rely on this functionality.
137 votesWhen using the Extended Export option available under (Electronic Service Editor > Portfolios (tab) > Export (icon)), the output file is now upgraded to *.xlsx. This format enables users more options and improves efficiency.
For more information see August Release Notes
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Resource type for ceased print and electronic serial publications
Ceased and previous print and electronic serial titles (Newspaper, Journal, and Other Serials) are currently assigned a Resource Type of Undefined, based on 008 pos.6 (if pos.6 = d - continuing resource ceased publication). No other serial date statuses are explicitly excluded from Resource Type in this way.
This results in a significant functional impact in Alma as excluding ceased and previous title journals from the resource types associated with all other journals (including those with "unknown," "questionable," and other non-current date codes in 008 pos.6) makes it impossible to do a targeted repository search or analytics report. Forcing the…
135 votes -
Improve how Alma selects libraries for internal requests
We are 1 institution on Alma/Primo, our organisation is NHS Scotland. We have libraries from different NHS regions (or health boards) each linked to a particular campus.
When a patron requests an item on Primo and selects the pick-up location they belong to, Alma checks to see if that particular library can fulfil that request.
Thereafter it will just select randomly from the list of other libraries to fulfil the request.
The issue we have is that a library from the same campus may be able to fulfil that request but Alma may select a library up to 150 miles…
135 votesWhen a hold request is created and the holdings to fulfill the request is not available in the selected pickup location, Alma now matches the holdings to the request using additional parameters
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes#Select_Request_Locations -
Do not publish to Primo bibliographic record if all its representations are inactive
If a record does not include any material that the end-user can display or access, then it should not be searchable in Primo.
For physical inventory, there is an option to enable the suppressBibWithSuppressedHol setting which means that if all physical holdings in a bib record are suppressed, then the bib record will automatically be suppressed from discovery.
This idea asks to add similar option to digital content (Alma-D): when enabling the suppressBibWithSuppressedRep setting, any bib record that all its digital representations are inactive, will be automatically suppressed from discovery.135 votesAs of Alma May Release Notes:
You can configure the Global Representation Changes job to suppress bibliographic records that have no active inventory after the job is run
For More information please see Alma May Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202105BASE -
Z39.5 MARC field filtering
Alma's current settings on integration profile do not have the functionality to prevent exposure of specific MARC field. It will create problem if some of the MARC content are licensed and are not supposed to be shared easily.
134 votes -
Automatic orders claiming
At the moment Alma only sends one claim request to the vendor. If the ordered item is still not received, staff need to follow up and re-claim manually; usually a number of times.
We would like to see claim cycle functionality in Alma so that we can configure follow-up claims based on a set interval per vendor, as well as a maximum number of claims to be sent before the order is automatically cancelled and the vendor automatically notified. It would also be useful to be able to see the history of claims for an order, and be able to…
130 votesDear community,
As described in a comment below, In December 2019 Alma introduced the Reclaim functionality which is set to address the need described in this idea. See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/050Purchasing/Receiving_Material/Processing_Claims for more details.
The concept of limiting the number of reclaims sent before canceling the order was not added as part of this enhancement, it is recommended to open a new dedicated idea exchange to validate the need and see that the community supports this.
Thanks,
Tamar Fuches
Alma product team
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Implement Just in Time (JIT) SAML provisioning
With Just-in-Time provisioning, you can use a SAML assertion to create users on the fly the first time they try to log in. This eliminates the need to create user accounts in advance from a SIS or FTP file download. Only an authenticated user would be created once validated through the login process. JIT provisioning is common in larger systems like SalesForce.
129 votesYou can now create an Alma user when a user is authenticated with SAML but does not have an existing Alma user. This eliminates the need to create user accounts in advance from a SIS or FTP file download. This option is supported for Primo VE.
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes#SAML_User_Creation -
Advanced search option for Users search
Create an advanced search for Users search, just like for physical titles / items. In this search, make it possible to search (for instance) users with specific roles or job categories, identifiers starting with specific prefixes, users with different kinds of blocks, users with outstanding loans or requests, etc, and the possibility to combine these.
128 votesAs of July release you can search for users by combining search criteria, using Alma advanced search. This is available only to users with the roles and privileges to search for users.
For more information please see
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Print without the cloud and reduce failure points for printing Pull Slips
The process for printing Pull Slips has multiple failure points. Suggestion: Use the Print Slip Report as the data source for a mail merged Word document Pull Slip.
Creating email pull slips is too reliant on multiple systems working at all times. All of the required systems (servers, printers, scripts…) are potential failure points. These failure points often require staff from other departments to resolve. When there is a failure at any of the many points, the result is an inability to process Pull Slips through the normal workflows.
Suggestion: (1) Execute Print Slip Report, (2) Open Word document Pull…
127 votes
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