Alma
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175 results found
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Add a linking job for mass linking of NZ records to IZ
Currently the only way to use records from NZ in an IZ is to search them in the NZ and perform an action like "order" or "link" on every single record one by one. There are, however, situations where an IZ wants to use a bulk of records. For this purpose we need a possibility to link records in bulk and create inventory for the linked records.
We imagine a linking job that takes as an input a logical or itemized set of records saved from a search in the NZ. The linking job can create physical and electronic (and…
115 votesThis is already supported via the use of Import Profiles. This approach allows you to efficiently manage bulk linking and inventory creation without the need for a separate linking job.
Please refer to that presentation to see more details on how to run it: https://knowledge.exlibrisgroup.com/@api/deki/files/173644/Running_an_import_profile_in_a_member_institution_with_Use_Network_Zone_and_Upon_Match_is_Use_NZ_Record.pptx
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Multiple Resource Sharing Libraries
Allow an option to have multiple resource sharing libraries.
1 vote -
Allow more customization on when notices are sent to Interested Users
Right now, if we add an interested user to a PO Line, they receive a notification when the book is received by the library. They often then make their way to the Access Services desk almost immediately, assuming a request was placed on the book, and anticipate checking it out. However, the title is usually still in Technical Services for end processing, copy cataloging, etc.
We would like to submit an enhancement request that this feature be more customizable, allowing us to delay the notice being sent to the interested user until the book is out of processing and has…321 votesDear community,
As stated below by Zohar Shemesh, for physical material it is possible to "keep in department" and have the letter to interested users sent only when "Done".
The description of this idea focuses on physical material. In the comments, some ideas were raised regarding electronic material.
I close this idea as the physical material part is already supported. You can open a separate idea, focusing on electronic material.
Thanks,
Tamar Fuches
Alma product manager
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Create a set option in Alma for Acquisitions and Resources imports for imported files larger than 50 records
In Alma Acquisitions, we import bibliographic records from vendors such as OCLC in batch. It would aid efficiency if the option existed for the imported records to be immediately available in a set for further processing. As of February 2018, this can only be done on imports of 50 or fewer records, using the Monitor and View Imports, Report, Preview Records functionality, which creates an "or" query in Alma that can be saved as a set for further manipulation or export. A similar process (though slightly different) exists for Resources.
In both Acquisitions and Resources, if the imported file contains…
17 votesFrom import job report, there are several available actions:
While the 'Preview records' include only the first 50, the 'Create itemized title set' includes the entire population.
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Borrowing - Request completed check
We would like to propose an enhancement request for Resource Sharing - Borrowing where, when you return a book, you get the option to "Complete the request" with a box you can check, like you have when you receive an article (digital or physical non-returnable). Now the status is changed to Returned item to partner, but if you work with non Alma suppliers, this status is superfluous because there will be no Checked in on the Lending side which changes the status to Request completed.
50 votesBorrowing Workflow Profile has an option for ‘Lender check in’.
If you remove that from the workflow profile that is linked to the request’s partner, returning an item will immediately consider the request completed, without waiting for a lender check in confirmation.
Workflow profiles are attached to the partner record, so you can set up this type of workflow for some partners and a different one for others
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Anonymize resource sharing requests when rejected by last partner in rota
A borrowing request that is rejected by partner is considered as a completed resource sharing request, and therefore is included in the anonymization job that deletes user information in a RS requests (Fulfillment job > Anonymize resource sharing requests). This causes several problems for how the BIBSYS Consortium handles resource sharing:
1) A borrowing request that is rejected by partner is not considered as complete in the way the consortium handles resource sharing. Even when the last partner in the rota rejects the request, we still want the borrowing request to be active. If no partner within the consortium can…
3 votesHi,
The March 2018 release includes new options for resource sharing – you can choose whether a resource sharing request will remain in an active status even if it has been rejected by the resource sharing partner. See here for more details: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/10_March_2018/Alma_March_2018_Release_Notes/05Resource_Sharing_-_March_2018_Enhancements#Workflow_Options_for_Rejected_Resource_Sharing_Requests.
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Please add Silverchair as a SUSHI vendor
A lot of publishers have migrated their platform from Highwire Press to Silverchair. It would be nice if Ex Libris can add Silverchair as a SUSHI vendor, so we can harvest the electronic resources for all the publishers in one COUNTER report in each month, similar to Highwire.
4 votesDear Colleague,
Silverchair is one of many certified SUSHI vendors which Alma knows to integrate with and harvest usage data automatically.
Thanks,
Noam Fass | Alma product management team
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Local work order types
Our workflows are organized with local work order types. Now we need the full functionality: searching, updating, control the publishing process and statistical analysis via Analytics analogous Alma process types.
75 votesAlready Supported ·
AdminLiza Voloshin
(Product Owner, Alma Resource Management, Ex Libris)
responded
Hey all,
The following functionalities are already supported in Alma:
- The Change Physical Item Information Job allows adding / removing work order type from a set of items in bulk
- The repository search supports searching for physical items in a specific work order types
- In Exclude Process Types from Publishing configuration, work order types are supported in addition to the existing stand-alone process types (e.g. Loan, Lost, Transit), allowing libraries to exclude only items in a specific work order type from discovery
- Based on "Exclude Process Types from Publishing", mark the items as suppresses in both the search result and item editor
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Add members to set from results screen
We would like an easier way of adding individual titles to itemized sets. It would be nice if, on the results screen after performing a search, you could click the ellipses menu for more options and see "Add to set" there, which would then direct you to select a set to which you'd like to add that record.
12 votesDear all,
This functionality is supported in Alma's new search UX.
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Create combined IZ and NZ file for Google Scholar
We would like to be able to publish our IZ electronic portfolios and NZ electronic portfolios available for us in one file to Google Scholar. Google Scholar publishing is very problematic for consortia with electronic inventory set up at both the IZ and NZ level. Right now, even though most of our electronic holdings info is set up in the NZ, only our IZ holdings file gets published to GS. In Salesforce, we've been told that (unlike in the SFX days) there is no way to combine the two files for all e-resources available at an institution. As a result,…
12 votesPlease see comment by Asaf Kline about existing functionality.
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Upload electronic holdings job: Add vendor's name information
The name of the vendor is missing in the "Upload electronic holdings job" report.
We can only see the name of the integration type.
To identify the vendor, we have thus to remember the name of the vendors concerned by this integration profile (at this time, Elsevier or Ovid) and the date of the processing job.
As new integration profiles are planned for other vendors (Proquest, Springer,...), this will be no more manageable.
Thus, we would like to see the vendor name in all useful places (reports, "Monitor job" page, "Scheduled job status")34 votesAlready Supported ·AdminLiza Voloshin
(Product Owner, Alma Resource Management, Ex Libris)
responded
Dear community,
I'm happy to update this idea is already supported. The provider name is part of the job name and is visible in all relevant places - see attached screenshots of Report, Scheduled jobs and Monitor jobs pages.
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Update exchange rates more often
The exchange rates for foreign currency invoices are not updated very often. I understand that the Alma network team manually update them weekly or less often. It would be better for consistent financial reporting if the exchange rates were linked to an international standard or at least give libraries the ability to update the exchange rates manually every day themselves. The out-of-date exchange rates are causing massive reconciliation headaches with the Finance department as we try to work out how many thousands of dollars are out of synch. Alma Analytics is only as good as the data it collates and…
3 votes -
New UI-Call Number as an option in the search customization
In the old UI when conducting a search the call number would display in the search results. In the new UI each individual title now has to have the physical title clicked on to see the call number. It would be helpful to have a call number option under the customization options so that it would eliminate all of the unnecessary clicking when trying to view call numbers during a search.
59 votesAlready Supported ·AdminLiza Voloshin
(Product Owner, Alma Resource Management, Ex Libris)
responded
The call number was added to the new generation UX search.
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reporting codes
We find the information available from reporting codes really useful, but staff often forget to apply them when creating a PO. We'd like to have the option of making reporting codes a required/compulsory field
6 votesCurrently when a PO line is saved without having at least one of the ‘reporting code’ fields populated, an alert is added to the PO line and a confirmation message states this to the user upon saving of the PO line.
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More order type options for Additional Orders
We would like more order types to choose from when creating additional orders on a portfolio using the “Additional Order” button. Particularly, Electronic Book - One Time and Electronic Title - One Time.
Currently there are only a limited number of order types available when creating an order via this method. This creates inefficiencies, because using the Additional Order button is the easiest, quickest and neatest way to create an additional order on a portfolio.
An example of where this change would be helpful is when purchasing additional copies of a limited-user ebook. Because we don’t have the option of…
356 votesTo address the need of "Electronic Book - One Time order via the Additional Order function", Alma supports the "Additional Order" purchase type (when creating additional order for PO line type "Electronic" the "License upgrade" option will appear), this will support the flow of purchasing additional copies of a limited-user ebook.
For more information see:
Noam Fass | Alma product team
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Add Vendor contact details to Analytics
We would like to be able to report on the Vendor contact fields of address, phone and email in Analytics.
148 votesThis Ideas exchange to add vendor contact details to Alma Analytics" has been completed as part of the May 2021 release, in conjunction with the revamping of the User Subject area.
It is possible to create a report in the “Users” subject area of all users who are contacts by filtering by the field “User Record Type” from the “User Details” folder -
Title starts with search in Advanced Search
Change "Title Starts With" search in Advanced Search
There are situations when it's easier or more efficient to search by the beginning of the title. However, the “Title Starts With:” search in Advanced Search in Alma requires the user to know whether the title begins with an article (A, An, The) or not, and if so, which article it begins with. So users are expected to remember if a title begins with "A", "The", or no initial article in order to perform the search successfully. Why not just return both results, and let the user decide, instead of forcing them…
145 votesDear all, the title starts-with search was already updated to take non-filing characters into account, allowing librarians to search with or without them.
If for some reason you're not seeing this behavior in your environment, please open a support case with examples so this can be investigated.
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Report on empty viewit screens and better link resolver usage reports
I would like to be able to report on empty viewit screens.
Currently the link resolver usage area is not so useful, missing the openurl itself, and limiting the data that is being reported to very few request metadata elements.
Im missing, in addition to the openurl, the date/vol/issue details as well as request article title and book titles.
My goal is to be able to use these reports in order to analyze problem points - currently I'm missing crucial data that will help me analyze problems.
60 votesAlready Supported ·AdminLiza Voloshin
(Product Owner, Alma Resource Management, Ex Libris)
responded
Hi all,
As stated in the comments for this idea, the Link Resolver Usage Subject Area in Analytics has been extended and now includes the OpenURL as well as specific context details like the article title. Requests without services are also recorded.
If you still require any additions to the subject area that were not added yet, please open a new Idea Exchange with specifics.
All the best,
Alma Product Team
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Display patron account expiration date on manage patron services screen
It would be helpful to display the patron's expiration date on the manage patron services screen so that an operator does not need to navigate to the patron record and the "general information" tab just to see the patron's expiration date.
64 votesThe expiry data is visible in the New Manage Patron Services UI
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Anonymize loans and request older than X
Hi there,
We need to access the recent history of patron loans and requests. For example, when a patron returns an item and there is damage found afterwards or something is missing, we contact the last patron to know what happened.
This way we can resolve about 80% of such cases.But by law, we are bound to anonymize loans and requests older than a year. We don't have this possibility in Alma.
It would be great to add a parameter in the configuration interface in order to anonymize all loans or requests completed before [date].
2 votesPlease note the ‘Loan Anonymization Rules’ configuration option, found under the Fulfillment Configuration. This option allows to set under what conditions loans will be anonymized, including the ‘Days Since Loan Ended’ or the ‘Number of Loans to Retain’.
These rules are especially required for loans, in order to be able to retain history information that is required for inventory management, for example if item is lost ordamaged. The rules are less of an issue for requests history.
Thanks,
Moshe
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