Alma
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1903 results found
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Add Loan Information to Fulfillment Set Export
When Create Fulfillment Set is used to create a set of items that are Overdue, Lost, Claimed Returned etc it would be very useful for the loan and borrower's information to be included in the exported spreadsheet.
Currently only the Process Type and Due Date are included. Including the Loan date, Patron's name, Primary ID, and Preferred email address would allow staff flexibility in contacting patrons by mail merge or manually.
1 vote -
ability to edit or remove created tags
ability to edit or remove created tags
1 vote -
show exchange rate
Under the Summary tab, Pricing, have a Native Pricing line where the price is calculated with the current exchange rate. Also, in the Invoice Lines tab, allow for an option to show Native Pricing in the table settings.
1 vote -
Display purchase request approval/rejection reason in purchase request alerts in citations
We think it would be helpful for the purchase request approval/rejection alerts for citations in Alma to include the approval/rejection reason. This would appear in the Type field of the alert in addition to the "Citation Purchase Request Approved/Rejected" text (like how the rule used to approve/reject copyright for a citation appears after "Approved" or "Rejected" in the Copyright Status field).
1 vote -
When cancelling requests from the pick list, display a warning message
On the pick list, requests are displayed at a title level. This means it is possible that multiple requests are present for the title. When clicking 'cancel request' from the title, all requests are cancelled, not only the first one. Since this behaviour occurs even when requests are from different requesters, for different volumes or different digitisations, we would like a warning message to appear before deleting multiple requests from this screen.
1 vote -
Improve “Chat for Support” role to add product specific scoping or separate roles per product
As more products are added and managed by the Alma HEP it becomes a concern that Ex Libris is not adding necessary granularity for roles. The “Chat for Support” role does not have any granularity for different products.
For example, we would like for some of our senior acquisitions staff to have visibility and ability to open Chat sessions for minor title by title issues with Rialto, which we have recently implemented. But this is not possible, as the role gives visibility and ability to open Chat sessions for Alma also, which is not appropriate per our internal management of…1 vote -
Add vendor information to Order Now Letter
Currently in the Order Now Letter the vendor information is not output in the XML, which is automatically generated when submitting an order.
With adding this feature, the ordering person could then also receive the information by e-mail from which vendor the resource was ordered.
1 vote -
Add options to Terms of Use "is renewable"
We would like the ability to require staff mediated renewals for certain items based on Terms of Use. Currently, TOUs have a flag for is renewable, but this allows patrons to self renew in their Primo account.
Desired state: the is renewable flag would allow us to customize into options:
- is renewable by staff and patron
- is renewable by staff only"is renewable by staff" would allow staff to use the existing renew options in manage patron services to renew the item, but would prevent the user from renewing from within Primo.
The other option would function as…
1 vote -
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, ...1 vote -
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.
1 vote -
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.
1 vote -
Customization of the search categories
The customization of the search categories to be displayed in the Advanced or Simple Search is solved very very awkwardly. 3 clicks for each category is just too complicated.
My suggestions:
- Make activation switch directly operable
- Make list sortable by activated terms
make
- Checkboxes for the terms in both columns for advanced and simple search
- Improve the explanation in the KB, because
translating "dc:Title" with "Dc Title" has no added value. An explanation that dc:title B is e.g. DUBLIN CORE title would be super, so that one knows what one activates there.Please improve at least…
1 vote -
1 vote
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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.
1 vote -
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.
1 vote -
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.
1 vote -
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.
1 vote -
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.
1 vote -
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.
1 vote -
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…
1 vote
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