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30 results found

  1. Closed Library Management TOU apply to Resource Sharing Request

    Currently, the RS Lending Request item due date does not take into consideration of the library closed days as there is no "Closed Library Due Date Management" option in the Lending Resource Sharing Rule TOU. As a result, the due date may fall on a library closed date where clients are unable to return the item. I have received confirmation from ExLibris (SF354784) that this will need to be an enhancement request rather than a bug fix.

    472 votes
    Planned  ·  9 comments  ·  Resource Sharing  ·  Admin →

  2. Add "Search within results" box on a set

    Hello,

    It would be very useful if we had a search box of "Search within results", on a set we created with indication rules.

    Thanks.

    388 votes
    Planned  ·  14 comments  ·  Other  ·  Admin →

  3. Add "Request" as a block option in Block Preferences

    Currently the Block Preferences have Block options to permit Blocks on Loan and Renewals, but it would be good to include Blocks on Requests on these blocks - specifically Patron Physical Item Requests, but conceivably other requests.

    For example is a Patron Limit is defined on Overdues or Recalled overdues, and the limits are exceeded, the relevant Block Preferences are triggered,
    i.e.
    Patron overdue limits has exceeded
    Patron overdue recall limit exceeded

    However, the only options on what patron services blocked are Loan and Renewal.
    Requests should also be added to the options so that overdues can immediately block a…

    363 votes
    Planned  ·  21 comments  ·  Fulfillment - General  ·  Admin →

  4. Grace Period only for open days

    Now the unit of measurement for grace period is "days". So even if the library closed on weekend, those days are included to "Grace Period". To give fair advantage of grace period, Alma should apply the grace period excluding library closed.
    For the detailed scenario as I expected, please refer to the attachment.

    Thanks.

    331 votes
    8 comments  ·  Fulfillment - General  ·  Admin →

  5. Make physical item sort routines stick

    For those of us working with continuing resources:

    When viewing a list of physical items, the sort routine defaults to Library/Location. The items do not appear in any particular order when the results are loaded. Often I change the sort routine to Description or Receiving Date to view the most recent serial items and order them chronologically for viewing.

    It would be nice if the sort routine "sticks" so that every time I open a list of items, the sort mechanism will stay on Description (not default back to Library/Location)

    This would be especially helpful when managing items in the…

    287 votes
    9 comments  ·  Resource Management - Physical  ·  Admin →

  6. add security levels to norm rules

    Because all norm rules can be edited by all staff with cataloger roles, there is great room for erroneous changes for rules that are applied to batch jobs. For example, the norm rule that is applied to records being brought in from Z39.50 targets can be edited by any staff member. A single error in the rule can break the z39.50 import process for all staff until the source of the error is identified. Likewise, if we have a rule applied to import profiles and a staff member inadvertently changes it and we load 50,000 records, that could cause huge…

    275 votes
    Planned  ·  18 comments  ·  Metadata Management  ·  Admin →

  7. Ability to run user purge on a set

    The current purge job does not allow for granularity beyond the user group and the number of options and filters for the Purge User Records job is very limited.
    It would be helpful to be able to run patron purge on a set of user records, or alternatively for Alma to add a user delete job (under Manage Jobs and Sets > Run a Job) that runs on a set.
    (see also NERS Request ID 5304)

    269 votes
    14 comments  ·  User Management  ·  Admin →

  8. Add expiry date for "proxy for" users

    In an academic institution, many "proxy for" users will be arranged on a semester or yearly basis, it would be good to have an expiry date so that this permission stops and does not extend into perpetuity.

    260 votes
    18 comments  ·  User Management  ·  Admin →

  9. How to distinguish namesakes

    When you search a user (fullfiment > manage patron services), there is no possibility to distinguish to different user, who have the same nam (namesakes).

    In the old UI, there was a patron card image, and, when clicking on, we accessed to a summary of the patron.

    Now, we have no more solution.

    Can you add this functionnality in the new UI?

    Thanks a lot.

    206 votes
    10 comments  ·  User Management  ·  Admin →
    Planned  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    Hi,

    Makes sense ! Currently, the user information that is displayed in the user Ajax search results (e.g. patrons services WB) is hardcoded.

    A mapping table, similar to the one that configures the user pop up, will control the fields that show in this list. The mapping table will enable the same fields that the user pop up allows, and allow setting the order of the fields.

    Thanks,

  10. Alma overlap analysis tool to include different identifiers in one comparison

    We would find it useful if the overlap analysis tool compare a list that includes different identifiers. i.e. ISSN, EISSN, ISBN, EISBN, TITLE in one comparison.
    Currently it only allows you to compare overlap within just one identifier. This is very important with collections from vendors that include different kinds of material.
    Being able to conduct this kind of overlap analysis is important for us in terms of making purchasing decisions and we feel that including this kind of feature in the overlap analysis tool would make this a more efficient process within Alma.

    203 votes
    3 comments  ·  Resource Management - Electronic  ·  Admin →
    Planned  ·  AdminLiza Voloshin (Product Owner, Alma ERM, Ex Libris) responded

    Dear community,

    We began working on this idea,

    Our solution will allow selecting up to 3 matching identifiers to be used in the comparison (in order). This will apply to both Collection Overlap Analysis and Look Up Titles. This is expected in Q3 2025.

  11. Linking patron name to patron record

    I have noticed there are several ideas suggested in the ideas exchange regarding linking a patron's name and/or ID to their record in Alma.

    These include:
    - 'Link patron loan to patron record' (posted 25/05/2016)
    - 'Hyperlinking from request queue/holdshelf to patron record' (posted 21/09/2017)
    - Ability to view patron data via patron ID link in resource sharing' (posted 11/01/2018)

    I have one more to add to the list - linking within 'Manage item returns'.

    When an item is returned, the patron returning the item is displayed in the 'Patron' column, with a hyperlink to their record, and the option…

    197 votes
    13 comments  ·  Fulfillment - General  ·  Admin →
    Planned  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    The solution approach will be to add a link from the user contact info pop up to the user record. This link will be available for users that have a role that allows viewing a full user record.

    By having this link added to the user information pop up we will have added to the many places where user information is displayed.

  12. Display Logic: shared NZ choices in IZ

    Currently, the Display Logic settings are limited to IZ resources only; they do not allow choices for resources that are shared from the NZ among several institutions.

    For example, my library offers unmediated CCC document delivery for certain Wiley titles we don't subscribe to. So when I set the display logic rule, it should be "Hide service Full Text with Electronic collection = CCC Get It Now Wiley if exists service Full Text with Electronic collection = Wiley Online Library." However, because the Wiley Online Library ecollection is shared in the NZ for my consortium, it will not appear as…

    195 votes
    Planned  ·  10 comments  ·  Collaborative Networks  ·  Admin →

  13. Separate new and deleted portfolios behaviors of "Activate new portfolios associated with service automatically"

    "Activate new portfolios associated with service automatically?" has just 2 options (Yes and No), and it doesn't just control what happens when new portfolios are added to the collection; it also controls what happens when portfolios are deleted from the collection. I think there are probably additional use cases besides these as well.

    If "Activate new portfolios associated with service automatically?" is set to "Yes":

    New portfolios added to CZ collection are automatically activated in IZ
    Portfolios deleted from CZ collection are totally deleted from IZ

    If "Activate new portfolios associated with service automatically?" is set to "No":
    New portfolios…

    191 votes
    3 comments  ·  Resource Management - Electronic  ·  Admin →

  14. Possibility to configure that a patron can login into his/her account in ***** AFTER expiration date, to view open fees / fines and or loans

    Currently a patron whose expiration date has passed is not able to log into his/her ***** account. The patron can neither see open fines/fees nor loans.

    We suggest:
    * institution-wide option to allow or permit users read-only-access to there ***** accound after patron’s expiry date (in Alma)
    * user manager role not necessary to do any changes in role expiration dates.
    * no additional functionality outside Alma needed that uses the API to achieve the goal.

    181 votes
    8 comments  ·  User Management  ·  Admin →
    Planned  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    Hi,

    The login for an account that is managed in an external IdP (such as a Shibboleth IdP), is done by the IdP and not by Alma. Alma does not control the success of this type of login.

    Alma does control the login status if the user record is internal, i.e. its password is managed in Alma. In that case, we will indeed allow the login to succeed even if the user is expired.

    The user record status will be verified when calculating:

    • GetIt services (hold/digitization/resource sharing)
    • My Account renew loan option

    In either case, the account will be considered active only if:

    • The user record status is active
    • The user record expiry date is not in the past
    • The user’s patron role is active
    • The user’s patron role’s expiry date is not in the past

    The login, however, will not be affected by these conditions.

    Thank you,
    Moshe

  15. Create Alma search queries and sets with relative dates

    Give customers the ability to query Alma using relative dates. This functionality is currently only available in Alma Analytics, but we would like it to also be available for repository search.

    This functionality would be especially useful for creating sets, particularly logical sets that can be used to populate logical collections. One of the most common uses for collections is to showcase new materials (e.g., books, journals, databases, etc. acquired in the last 90 days). However, there is currently no way to build a logical set like this. The best one can do is to select the current year and…

    175 votes
    8 comments  ·  Other  ·  Admin →
    Planned  ·  AdminUri Beladev (Product Manager, Ex Libris) responded

    Dear Community

    I'm happy to inform you that the ability to query Alma using relative dates for Users, will be included in the Alma May 2025 Release. In future releases this functionality will be gradually deployed to additional search types.

    Thanks,

    Uri Beladev

    Platform Product Management team

  16. Fulfillment: Physical item recall: option to recall more than one copy

    Currently in Alma when a request is placed on a title where there are 10 copies all out on loan, and none available, a single real-time recall notification is sent to the patron who has the oldest loan, changing their loan status to 'recalled'. The 9 other patrons who have a copy are not made aware of the potential demand for the item at that time.

    For the case where there are many copies of a title, the patron requesting the title could be better served if we were to recall more than one item. For example, we might say:…

    169 votes
    Planned  ·  10 comments  ·  Fulfillment - General  ·  Admin →

  17. Alma collections: Allow to add from network zone

    Our Alma consortium shares a common network zone. On the local institution level, we are building Alma collections (not digital/electronic collections). We can add titles from the institution zone, but we can't add titles from the network zone.

    This is documented:
    Alma Online Help (English) > Resource Management > Inventory > Managing Collections

    "You can only add titles from your Institution Zone to collections. NZ-managed inventory cannot be added to collections."

    This is very bad since many of our e-book packages are managed on the NZ level. So we can't add e-books to our collection and present them together with…

    161 votes
    Planned  ·  7 comments  ·  Collaborative Networks  ·  Admin →

  18. Role Profiles Enhancement

    When using role profiles, it would be nice if the profile could create a link to the user(s) with roles defined by the profile. Then, if you want to modify the profile, the change updates all users in the profile. Currently, you'd have to update the role profile and each individual user.

    141 votes
    13 comments  ·  User Management  ·  Admin →
    Planned  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    It will be possible to maintain ongoing link between the role profile and the user record, so that you can use the template to assign a predefined set of roles to a user, and any further changes to templates will automatically affect the linked users' allowed roles.


    Note - multiple profiles may be assigned to a user.


    It will be possible to view  the list of profiles an account is liked to for inheriting its roles, and to remove/add more profiles.

  19. Set up Online Service Order configuration in the NZ and be able to share with the IZ.

    We would like to be able to set up Online Service Order in the NZ and share that configuration with the IZ. The goal is push the shared OA e-collections to the bottom of the list so they do not display first in the list.

    134 votes
    Planned  ·  7 comments  ·  Collaborative Networks  ·  Admin →

  20. Timeout should be configurable

    Timeout should be configurable to allow for longer timeout than 60 min. This would be helpful for staff who work for example in areas like information services where you need to use Alma several times during the day but not continuously

    128 votes
    Planned  ·  27 comments  ·  Other  ·  Admin →
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