Alma
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1903 results found
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Alma - Standardize Cross-Field Validation Across Configuration Dialogs
Request:
Implement dynamic dependency handling within Alma "Add Row" dialog boxes to support Proactive Error Prevention.The interface should only present users with valid input field combinations, ensuring that logically impossible configurations cannot be constructed.
While this request originated from a ticket regarding the Exclude Process Types from Publishing dialog, it identifies a broader need for platform-wide consistency in how Alma handles field relationships.
Functional Gap:
Currently, the "Exclude Process Types from Publishing" dialog treats [Process Type] and [In Process Type] as independent fields.The Problem: Users can construct combinations that the system knows are invalid.
The Result: The user…
2 votes -
Counting Searches in Alma Persistent Search Box
We know that the usage actions in Primo VE can be retrieved in Analytics to measure patrons’ various search actions. This helps library identify the strengths and limitations of current Primo VE user interface, and review it to better meet patrons’ needs.
However, there is currently NO way to retrieve search counts from Alma’s search persistent box in Analytics.
Counting Searches in Alma Persistent Search Box
Library staff often use the Alma persistent search box to search for records for various library operations—for example, locating a bibliographic record to create a PO line—across the institution and community zones (and the…
2 votes -
Subject headings's in Analytics
"Subjects" in analytics (6XX MARC fields) are all jumbled up in one index. This creates a problem for analysis of correctly applied LCSH subject headings (our focus). AND, 2nd indicator signifies the type of subject heading, such as LCSH "0"; NLM "2"; etc. Currently, working with the subject index, it is impossible to filter for the type of subject heading needed in an analytics report, even though the MARC variable fields contain this data. Therefore, it would be very useful to filter for the types of subject headings we would like to see in a report, without losing recall (i.e,…
2 votes -
Edit Name and Description of executed Overlap and Collection Analysis Reports
I propose the ability to rename the overlap and collection analysis reports. Aside from the cases in which someone forgets to name the report from the outset, it would be helpful to be able to include something in the name as a tag for finding and addressing issues later, as well as editing the description to provide a summary of findings. This can help with determining which collections to keep activated from the community zone or justifying a purchase.
2 votes -
Access host bibliographic record for "bound-with" relationships via API
Currently if you have two or more bibliographic records in a "bound-with" relationship via the 774 MARC field, the MARC data on the host bibliographic record contains the MMS ID of the child records, but there is no information on the child record to show the relationship. The Alma staff interface and the Primo interface clearly know that the relationship is there, because the holdings of the host bibliographic record are displayed in both interfaces. The information is clearly indexed, therefore, but is currently inaccessible to API users, limiting the ability to write scripts and interfaces that handle this concept.
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2 votes -
Feature Request: Enhanced Reporting Capabilities for Alma Analytics
Hello Everyone,
I am reaching out to gather insights or suggestions regarding a feature enhancement I would like to see in Alma’s Analytics module. As an institution, we heavily rely on Alma for library management and its robust analytics capabilities. However, we have encountered some challenges with the current reporting options, particularly when it comes to customizing and automating reports.
Currently, while Alma offers a range of predefined reports and queries, our team often needs to create customized reports that pull data across different modules or require specific filtering, which isn’t always straightforward. It would be incredibly helpful if there…
2 votes -
OAI publishing profile - Add portfolio provenance field to Enrich Electronic inventory section
In a OAI publising profile, Data Enrichment tab, section Enrich Electronic Inventory, it is not possible to choose Provenance Field, we need it to be available via OAI for integration with third party systems. Thanks
2 votes -
Resource sharing partner letters preferred language
Please add the option to select a preferred language as a parameter when adding a partner's email address. This would make communication easier with partners from abroad who have an email profile.
2 votes -
Temporary Inactive for Lending - Longer than 30 Days
In the past, we were able to choose a date range for Temporary Inactive for Lending (and/or Borrowing) that covered the full time that our additional location libraries closed for summer. Now it appears to only be extendable for 30 days. That means we have to "refresh" the date range several times during the summer. Across our consortium, we have many libraries that close for the summer. If there needs to be a limit on how long we can extend that date range, could we have 90 days instead of 30? Then we might only have to refresh the date…
2 votes -
Repository search for Users using Fine/Fee total sum field filter should include transfer fees
Currently when search for users in the repository and filtering using Fine/Fee total sum field it only looks at users with fees with a status of active. The issue with this is that we have other configurations that include transferred fees in active fee field block and that leave transferred fees on users' accounts.
By not including transferred fees when doing this repository search it makes it difficult to find users with transferred fees in real time. Analytics is nice but it is a day behind. It also means that the logical set I created to find users with active…2 votes -
Sort Option for Data Start Date or Data End Date in SUSHI Area/Vendor Details
It would be helpful to add a sort option for the 'Data Start Date and Data End Date" when analysing SUSHI reports that have been uploaded to the vendor details area/profile. When doing a custom harvest or uploading data it would make it so easy to see what date ranges have been uploaded and/or harvested. There is already sort functionality for the file name, uploaded date, SUSHI account and others, please see screen shot. I honestly think this is too important not to have been considered.
2 votes -
Add ability to sort by due date
In certain circumstances, such as when working with renewals or overdue books, we are looking specifically for books with certain due dates. However, currently the system does not allow us to sort sets by due date, and this can make the requests we need to work on hard to find. Adding the ability to sort by due date will save staff time and frustration.
2 votes -
fine free return
It would be great to have an option to fine free return items when they are found.
Currently we only have the option to backdate returns, which requires us to look up the original due date to ensure there are no fines. This would skip that step
2 votes -
System Events Subject Area: Add "Record was Created", "Record was Updated", "Record was Deleted" for Holdings PIDs
As Alma administrators, we want CRUD actions on Holdings Records to be logged in Analytics via the System Events Subject Area, allowing us to monitor what changes were made, when, and by which users.
Currently, the System Event subject area does not track the creation, update, or deletion of holdings records. Adding this functionality would provide valuable insight into how often these actions are performed by staff. This data would support performance reporting and make it also easier to identify the number of modified records when metadata corrections are needed.
2 votes -
Find User in Other Institution
Currently, the "Find user in other institution" functionality is only available for designated Resource Sharing libraries.
Many institutions have multiple libraries, only some of which are designated Resource Sharing libraries, yet all libraries are open to all users. We would like to see the "Find user in other instutition" available for ALL libraries in the institution (not just Resource Sharing libraries), to facilitate checkout of library materials to borrowers visiting from other libraries within the network zone.
This functionality is found on the Patron Identification page after going to Fulfillment > Manage Patron Services.
2 votes -
Wildcard search for MMS ID.
When working in conjunction with Excel, pasting MMS ID will be limited by the floating point standard and truncate the the last 3 digits to '000'. Only just realised this, having wildcard search would allow me to at least more efficiently identify and retrieve the now corrupted MMS ID I've been pasting into Excel.
2 votes -
Display the PO line and invoice number in separate columns in Excel export
In the excel export of the funds' transactions list, we would like the PO line and invoice numbers currently displayed in the Related Record column to be displayed in two separate columns "Related PO line" and "Related Invoice Line".
This would make it easier to use the excel export for further analysis.In this same excel export and for the same reason, we would also like to find the transaction amount and its currency in two separate columns. An Idea Exchange proposal for this request already exists: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/38575105-separate-amount-and-its-currency-into-two-columns.
2 votes -
Request for Bulk Activation of CZ Collections
Previously, I submitted an enquiry via Salesforce regarding whether Alma provides a native function that would allow customers to activate a large number of Community Zone (CZ) collections in bulk. We were informed that such functionality is currently not available.
As we may need to activate approximately several hundred collections, the current manual process is extremely time-consuming. I would therefore like to explore whether the following approach could be considered or supported.
Using Gale collections as an example, would it be possible to:
Upload a list of CZ Collection IDs and activate the corresponding collections in batch;
Subsequently run the…2 votes -
Option to change the default selection for “Handling bibliographic records without inventory” when deleting electronic inventory
The popup for “Handling bibliographic records without inventory” when deleting electronic inventory has the options of “Delete bibliographic record(s)”, “Do nothing” and “Suppress bibliographic record(s)”.
The default radio button selection is “Do nothing”.Support has confirmed this default and that there are no current configuration options to change this, which has now been added to the documentation.
The outcome is that we have to change this every single time, as our standard practice is “Delete bibliographic record(s)”.
This enhancement request is to add a configuration option under Resources > Other Settings to allow the institution to change the default preselection…
2 votes -
Add filters and columns to import profiles screens for zone, protocol, scheduling, status
The Import Profiles screen has few options for narrowing the list of profiles if one isn't certain of the profile name, or if descriptions are too similar. Please add filters and columns to the display screen--preferably sortable columns--for fields that distinguish the zone, scheduling, and status for import profiles.
Priority 1, Zone: Users should be able to clearly see whether an import profile is using the network zone or the institution zone for an import profile, as this affects the workflow and processing of records being imported.
Priority 2, Status: While the Active/Inactive status of a profile may be useful…
2 votes
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