Alma
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175 results found
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Search entry for Resource Sharing Requests must be adjustable
When working on resource sharing requests lists (lending and borrowing) the first thing to do is selecting another search entry/term, mainly an aspect at the end of the list, to find a special request, because the author ist never the aspect we search for. The list in the pull down menue is hard coded and there is no option to re-order the list as we need it.
At least we like to achieve that the list starts with the last three search aspects the staff user has used. Alma has to remember them for the logged in staff user similar…53 votesSince the search of the list has moved to the upper persistent search bar, the last used search options are saved and can be easily reused. The last used search option is auto selected as default. See attached.
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Ability to raise a POL at 0.00 (zero) value
POL's are created for gifts, donations or items purchased via an eBook scheme to allow for analytics.
These POL's have to have a minimum value of 0.01, as a POL cannot be created at 0.00 (zero) value.
This creates an encumbrance against a fund, which is false and has an impact on the available balance46 votesDear Community,
This idea is supported in Alma; for PO lines with Acquisitions method that requires a net price as a mandatory field, the "No Charge" field appears in "Pricing and Funding" section. When checked (set to true), the PO line will progress in the workflow, even when the price is 0.
Please find more information here:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/050Purchasing/040Creating_PO_Lines_-_New_Layout/020Manually_Creating_a_PO_Line_-_New_Layout#Pricing_and_Funding_Section
All the best,
Zohar Shemesh
Alma Product Team
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Notify libraries when e-mailed notices bounce
I just discovered an e-mail address for an internal patron (non-student) was entered incorrectly, so the patron could not possibly have received any of the overdue notices that were sent to her. If the the person who handle bills and overdues or someone at the library could receive notification when an e-mail sent out through Alma bounces, a problem of this sort could be rectified quickly. If I had not stumbled across the error, the patron might never have been notified about her overdue book.
31 votesDear Customers,
This request is already supported, there are instructions in the OLH explaining how bounced emails can be handled.
Check out - “Configuring the From and EnvelopeFrom Addresses for Outgoing Email”:
Best Regards,
Uri Beladev,
Product Manager, Platform Infrastructure
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Receive on order
The only way to receive an item on order is to go into the Receive function within Acquisitions and this requires that you have a known POL or browse through the list but that is not a viable option for the amount of orders we have open. The bulk of our materials come on approval so the POL is created in the load process and therefore not noted on the invoice and unknown. In order to receive, staff first search Alma for the correct order record and write down the POL. Then they have to go into Receive and search…
28 votesDear all,
Since the move to the new unified PO lines list it is possible to receive items from the PO lines. The available workflow is as follows:
-Search Alma for the correct order
-Edit the PO line and click the row action “Receive” for the relevant item in "Ordered Items" section.
-In the opened dialog box select whether to keep in department, and the receiving date.
Please find more information in Alma online help.
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"delete loan" option
In the loan tab, in the patron folder, there is an option called "Delete loan". This option is offered when you click on "..." for an active loan.
This option is "dangerous" because if we use it, there is no more history of the previous loan. Is it possible to offer the possibility to hide this option for certain users? It could be comprehensible to offer this functionnality to chief but not to desk operators.
1 voteThe ability to delete a loan can be removed by Ex Libris from any requested role.
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Date of location change in Analytics
Analytics should allow users to run reports on the date of an Item's location change -- e.g. how many items were moved from Library A to Library B during a certain time period. This information is visible in the Item history tab; it should be made available for management reports especially now as libraries are engaged in consolidation, off-site storage, and shared print projects.
83 votesAlready Supported ·
AdminShoshana de la Fuente
(Product Manager, Esploro Repository, Ex Libris)
responded
Dear Colleagues,
The idea, as presented, is now supported.
Please see my comment in the Idea Exchange for more information.
Warm Regards,
Shoshana
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Could there be a system alert when you mistakenly record a loan while it is already registered on another patroon account ?
We want to confirm when we record a loan to a patron while the item is already on loan on another patron account.
2 votes -
Show user group in the visit card, borrowing request
When pressing more details(visit card) on patron in a borrowing request we would like to see the user group. This information provide us with information that helps us fulfill the request correctly without searching for the patron elsewhere to gather the information.
93 votesPlease note the Contact Information Pop-Up configuration (configurable from Administration > User Management Configuration > Configuration Menu > General > Contact Information Pop-Up).
This allows you to configure what’s included in the visit card, and allows adding the user group.
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Enable bulk updating of items from spreadsheet based on barcode
It would be very useful to be able to bulk edit item records from an uploaded spreadsheet of physical items in much the same way that portfolios can be updated via uploading a spreadsheet.
I'm particularly interested in being able to bulk change data in the Enum/Chron fields in serials. I imagine this might have to be coupled with a regenerate job.
146 votesAlready Supported ·
AdminLiza Voloshin
(Product Owner, Alma Resource Management, Ex Libris)
responded
Dear Community,
We've reviewed your suggestion for enabling bulk updates of items and found that a relevant solution already exists in the "Item Updater by Excel" CloudApp. Therefore, we are closing this idea as 'Already Supported' to focus our resources on new developments.
If you have any feedback on the existing solution or feel that any functionality is still missing in this area, please let us know.
Best, Liza
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Asigned_to-tabs optional in resource sharing
Our workflow requires that every member of the resource sharing team can work with all resource sharing requests. Depending on who created or edited a request the request will apear in one of the three asigned_to-tabs. The coworker who needs to edit the request next, has to check all three tabs to find the request. This causes extra work and some irritation for our coworkers. We would like the option to have only one tab, since we really don't need the others.
6 votesHi,
Please note that it is possible to prevent borrowing and lending requests from being automatically assigned by using the rs_disable_borrowing_auto_assign and rs_disable_lending_auto_assign parameters. This way, requests will always remain in the Unassigned tab, unless manually assigned.
See these parameters at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/110General
Thanks,
Moshe -
De-normalize http & https in searches for urls in Alma
Alma has normalized http & https searching so that it will not distinguish between either in a repository search. Proposing this not be normalized as these are an important part of a URL and need to be found, separate from each other.
1 vote -
Allow search on Electronic Service values
Enable Searching for Electronic Collection Service values as well as Collection and Portfolio values
Eg Proxy Enabled (Service)
as well as
Proxy Enabled (Electronic Portfolio)
and
Proxy Enabled (Electronic Collection)62 votesThank you for submitting this idea. Alma now supports search by Proxy Enabled (Service) when searching for electronic collections or portfolios.
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Allow for searching by Service, Collection, and Portfolio levels distinctly
Repository searching is somewhat vague in what actually gets searched (e.g. Free field & proxy). Some fields that exist in collection & service level are searched but it is not clear in the repository search which level is being searched. Proposing the repository search is more clear in what level & field is being searched AND that the service level is able to be searched as equally as collection & portfolio levels.
15 votes -
Allow cataloguers to choose which names are linked to authority files
Allow cataloguers to choose which names are linked to authority files
This is important because the all on or off automatic linking creates links for unqualified names and catalogers want the option to verify and thus link names in the way it is done in connexion.
This when the authority data is updated - every record attached to it is improved and unqualified or non-established names do not get affected.
145 votes -
Have MMS IDs show up in list view
At present, from a search results list, each title must be clicked for one to find the MMS ID for a title. It would be really helpful if the ID numbers could show up on the front page for quick reference.
1 vote -
The cataloging level of a record changes to the level of the user editing the record when the record is saved. Add option to disable this.
The cataloging level of a record changes to the level of the user editing the record when that record is saved. Please add an option to disable this feature. If a higher level cataloger wants to up the cataloging level on a record, they can do it manually. We're in a consortial environment, and this feature causes much frustration for our member libraries.
39 votes -
History of Transactions
After a transaction (checking out/in material) has been performed, is it possible to access that transaction? There have been numerous occasions where this would be beneficial. This will allow us to access patrons records where information was not written down, but needed, in order to clear a hold or other restrictions that had been placed on their account.
5 votes -
Resource Sharing - display Primary Identifier in Requester pop-up in the Request - Edit
As a librarian processing RS requests, it is useful to be able to see the patron's Primary Identifier when I am editing a request. I can copy this to quickly check a patron's account in Fulfillment.
This information used to be available and is visible in the patron pop-up in the Requests list.
4 votesHi,
The primary ID shows up in both the request form (see https://www.screencast.com/t/ExFVb1dORh5) and the requests list (see https://www.screencast.com/t/r26BrEmpg)
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Keyboard shortcut to suppress a record in MD Editor
Much like the keyboard shortcuts for saving and/or releasing a record, a shortcut to suppress (if unsuppressed) a record would be very helpful. A different shortcut to unsuppress would be useful too.
2 votesIn the new MDE, the keyboard shortcut Alt+Shif+S can be used to suppress / unsuppress a record.
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[Alma] - resource sharing form - explicitly accept conditions
In the Resource Sharing Form right now there is neither nothing remembering the user of the conditions for the ILL service nor a check box meaning their acceptance.
It would be better to have a mandatory check box to click to grant acceptance of the conditions and a link to an external webpage summarizing those conditions.
49 votesThe resource sharing form mandates the signing of a copyright declaration. The exact text of the copyright declaration is fully configurable by the institution, see https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/Copyright_Management#Configuring_Copyright_Declarations. The text can be configured to make sure the patron signs in agreement for the service’s terms of use.
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