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1727 results found

  1. Stop Change Due Date from overriding hold request

    There's an issue we're having where changing the due date of a loan allows the current owner to extend their checkout time, even after a hold request has been placed. We have Alma configured so that it prevents a renewal from occuring, but change due date seems to ignore that function.

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  2. Ability to make financial adjustments to previous fiscal years after rollover

    We would like to be able to make financial adjustments to prior fiscal years after rollover occurs. We want to complete rollover in a timely fashion to be able to continue business as usual, however our University's closing occurs later than we complete rollover in Alma and there are times when I need to adjust Alma to match any last minute general ledger changes.

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  3. Analytics: Add Purchase Request Requester user information at the time of request

    The Purchase Request Subject Area Purchase Request Requester user information is updated every day by ETL to the current user information.
    In many cases, this is useful. But it is not useful for reporting when it is important to know the information of a user at the time of an action.
    As one example: We would like to report on the number of patrons submitting purchase requests by user group such as undergrads vs postgrads vs staff. If a patron submits a purchase request as an undergrad and then becomes a postgraduate, the outcome of current analytics is that all…

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  4. Excel - Allow personalization of the fields to be export

    Our proposal, is to allow include bibliographics fields to the excel archive.
    In order to manage the purchase requests, we need an excel archive that iclude fields like ISBN, edition, year, ...

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  5. Create the button "claim never borrow" on Loan service

    Since Alma has a "Claimed Return" button, could create a button for users who never borrow this book in the loan tab.

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  6. Add SUSHI “Status Description” field for uploaded files as column option in Analytics

    Ex Libris has said “No valid report items found in the file” is behavior that should still be listed as a “Fully Processed” file, but it would be helpful if we could more easily find files that we believe may not have loaded properly based on their Alma “Status Description” in Analytics.

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  7. Electronic Resource Activation Task List - Enhanced Assign to

    In the "Electronic Resource Activation Task List" the list can only be assigned to specific users (or unassigned so everyone can see it), it would be nice to be able to assign it to a group of people, (perhaps by user role profiles, or a new profile type of 'group user' that links other profiles together, like user role profiles) as different tasks fall on different areas of the department.

    This would also be helpful in "Reading Lists Task List", as in our case it is location specific handling of the tasks.

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  8. Library Independence - Campus Level

    We have a large group of university libraries that operate together and share fulfillment rules, as well as a number of different colleges and other libraries that operator independently. Each college has a distinct Alma campus, while the centralised libraries are a member of a single campus. We would like the centralised staff at these libraries to be able to view loans at any of the libraries sharing their same campus. The only way to achieve this seems to be to assign a Fulfillment role at every library - which creates other problems.

    I suggest a level of library independence…

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  9. License field for Purchase Order Line value

    We would like a total values field on the Summary tab of a License that gives us the total cost of all the PO Lines which that license covers. This would tell us quickly the expenditure value of each license in Alma and enable us to prioritise license workflows by expenditure value.

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  10. 1 vote
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  11. Allow AFN loans and returns via Offline Circulation

    AFN (Automated Fulfillment Network) items can neither be loaned nor returned via Offline Circulation. The Offline client accepts the AFN barcodes, but when we attempt to load the file into Alma the resulting error message is "Item not found. Barcode: [barcode number]". Since non-AFN resource sharing loans are considered “local” records in Alma, they can circulate via Offline Circulation. Please add this functionality for AFN loans and returns as well.

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  12. Time stamp on printed Resource Request Slip Letter and Hold Shelf Request Letters

    Add the time stamp to Resource Request Slip Letter and on Hold Shelf Request letters when printed.

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  13. Analytics widget - customize/remove Open in a new window link

    I'd like to be able to remove or customize the "Open in a new window" link that appears on top of a widget of an analytics report.

    The widget can only fit a very short report. Opening this short report in full view is not that useful. It would be better to link to a longer report or a dashboard.

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  14. New role for limited user account editing

    It would be helpful if we had a separate role for User Operator that could edit any user account's contact details and merge user records as well as run analytics on users BUT not change or add roles attached to that account OR delete records. This is primarily to allow circulation staff more control over user accounts but to restrict access to higher-level abilities for cybersecurity reasons.

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    0 comments  ·  User Management  ·  Admin →
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  15. Order list letters file format PDF

    Attach the order list letter to the POL instead of the PO. Also, the letter should be attached as a PDF, not an HTML file.

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  16. Identify subscription databases in Alma analytics

    It is possible to identify subscription collections in Alma analytics by marking the service editor: Free=Not free. However, databases do not have service editor. We do mark it in the collection editor as Free=not free.

    In Alma analytics, there is no way to identify subscription databases. My case was closed with the support directing me to suggest an idea here.

    Please add elements in Alma analytics so we can use to identify subscription databases.

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  17. Add "Field searched" Column in "Primo Popular Searches" Analytics

    "Field searched" is an attribute field that stores the field being searched. This is relevant if the user performed a search on a specific field (such as authors only). But now we can only use this function in the "Zero Result Searches". We would like to use this function in the "Primo Popular Searches", so that we could do more users behavior analysis.

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  18. Skip Location for Lending Requests

    For "patron physical item requests", there is an option called "Skip location". We use this option when we don't have the requested material available at our campus library, but another of our campus libraries does. In these cases, when we click on the "Skip location"-button, the request gets automatically transferred to a library which has the material available.

    We would like to have a similar "Skip location"-function for lending requests. Today we have to manually transfer the lending requests between our campus libraries, if we don't have the material available at the library which originally got the request. A "Skip…

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  19. Send ALMA notification when fines are waived

    It would be helpful if ALMA can send a patron an email notification when fines are forgiven. ALMA is very good at communicating all other transactions, especially when a patron has generated a fine. However, when staff forgive fines in ALMA, there should be an easy way for staff to communicate with patrons. Currently, our preferred method is to directly email patrons and this reduces patron confusion on their end. Thank you! From a Circulation Manager

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  20. Add due date or overdue status to the search bar criteria

    Would it be possible to either add criteria to the search bar which either includes the Due Date of a loan, or a flag of Is Overdue (equals Yes/No)?

    Reason: If we want to check on certain overdue items, I can't find a quick & easy way to investigate them. Adding these to the search bar would leverage the other search criteria to make easy Logical sets of items that are overdue in certain areas (such as reserves or equipment loans).

    The current alternatives all have drawbacks:

    Creating a fulfillment set requires us to input the criteria for the due…

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