Alma
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175 results found
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Ability to select Columns exported via Tools->Excel option
When in a view or screen with Tools option (for Excel) saving, it would be very helpful to be able to have more contol over the columns output.
User Roles is a great example. The list does not include the ACTIVE (Y/N) option, yet it is clearly an important piece of information when comparing users or building role templates. A repository search is another example. It has 18 fields pre-selected, however this could prove much more efficient if we could select to add or remove the columns that make the most sense to us prior to saving.26 votesThank you for your suggestion!
This is an old suggestion, and a lot changed since it was created.
This functionality is already supported in Alma. You have the option to export to "Excel (current view)" - in which you can decide what do you want to export.
Let us know if you need further assistance.
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API support for monitoring Alma publishing and Primo updating data flow
Currently, the monitoring of Alma-side import and publishing jobs, and Primo-side pipes and indexing processes must be performed manually. Job status information should be accessible via API, so institutions could make this manual monitoring work much more automated.
1 vote -
Link to view record in Primo from Alma
When viewing a bibliographic record in Alma, we would like a link to appear that opens a new browser tab/window showing the record in Primo. For example, the MMSID could be hyperlinked, which would then perform a search for the record in Primo. This would enable quick identification of publishing problems between Alma and Primo as well as testing record display in Primo.
305 votes -
Add a column on the User Details display under the User Roles section that contains the Expiry Date for each role
An additional column that includes the Expiry Date for the listed role would be useful when working with groups that expire at various times as happens with emeriti at universities. I am sure that public libraries would also find this useful as their patrons expire at many different times so they would be looking at the expiration data for roles for users much more often.
The addition of a column that shows the Expiry Date for a role would make finding the expiration date take one fewer click.
This enhancement would also make monitoring of temporary roles that are given…4 votesHi,
This column is not in the user roles by default, but can be added, see https://www.screencast.com/t/GGdVWztYxCN
Thanks,
Moshe -
Allow different configuration of Interested User emails for ebook orders
Currently the automatic email for the Interested User of an ebook order isn't triggered until the status of the order changes from 'Sent' to 'Waiting for Invoice'.
It would be beneficial if we could configure the emails differently to allow an alternative trigger eg the activation date.
This would eliminate the current considerable delays between the ebook being available and the sending of the email.41 votesWhen defining interested users on a PO line, it is possible to define the notification time:
Activation is one of the available options.
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Interested Users with API
When ordering with YBP using the API, it would improve workflow to add a hold for a patron into the Interested Users tab. Right now we add hold information into the Library Note field that goes to the Notes tab in Alma. We have to take an extra step to check for a possible hold with each title and add it to the Interested Users tab manually. It would be much better if the API would do it for us either by creating a new field to enter the information in GOBI or take it from the Library Notes field…
22 votes -
Repository Search by Call. No.
We would like to search by Call Number in the Repository Search
2 votes -
Show Pickup location in the tables "Requests" and "Loans" in Patron Services
It would be helpful ig the information “Pickup location” could be added as a column in the tables “Requests” and “Loans” in the “Patron services” in order to see the destination chosen by the Patron. Furthermore, the "Pickup location" should be displayed in Primo in the patron’s account - also in the "Loans" not only in the "Requests".
326 votesThe 'loaned at' location is displayed in the new Manage Patron Services loan list. The requests' pickup location is displayed in the details pane of the new Manage Patron Services requests list.
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Add item copy number to physical item details area of analytics
The item copy number doesn't seem to be exported anywhere in Alma analytics, and would be useful for shelf reading reports or stock checking/inventory control where you may not necessarily be able to scan a barcode in .
The suggestion would be to include it under Physical Items\Physical Item Details\Copy Number.Note: this is different from the holdings copy ID which seems to be sourced from the holdings 852 tag.
78 votesThe field “item copy ID” in the “Physical items” subject area “physical item details” folder comes from the item record and not from the holdings record. It is visible in the physical item editor in the “general” tab and is called “Copy ID”.
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Ability to delete a CZ linked portfolio from Repository Search>Portfolio list
It would save a lot of time and clicks if it was possible to delete a CZ-linked portfolio from within the repository search, rather than having to identify the portfolio, open it, click on the collection name, then click on 'Additional information', Service, Portfolio list, search for the portfolio again and then click on the delete option from here. We would rather use this for ebooks than simply 'deactivate' as inactive portfolios are still retrieved in a repository search, which causes confusion about what we exactly have access to.
59 votesThe functionality is already supported.
It is possible to delete a CZ linked portfolio from the Electronic Portfolio search results.
We will update the documentation to reflect the above. -
ability to track perpetual access to eJournals when you cancel them.
submitted case #00086211 to create a new field in the Electronic Portfolio and Electronic Collection records for 'Perpetual Access Coverage Dates', and for this field to be retrievable in Alma Analytics.
We use separate spreadsheets to track these cancelled titles. In Alma, we would update coverage end date, POL if applicable (for individually subscribed titles in our case), and also a public note indicating the discontinuation. Patrons contacted us and asked why they couldn’t access a title any more, so we figured a public note would be more helpful to patrons in this case. But the public note fields is…
32 votesPlease see perpetual access best practice at:
https://knowledge.exlibrisgroup.com/@api/deki/files/41819/perpetual_access_best_practice.pdf -
Analytics Report for Staff Activity
I would like the ability to analyze staff activity in Alma Analytics (how many times a staff member checks something out or in, marks something missing, scans in an item for fulfillment, etc.)
14 votesDear all,
In the Fulfillment Subject Area, it is possible to create reports about staff activity using the information in the folders -
Loan Operator Details
Return Operator Details
This offers a view into staff actions and workflow patterns.
Best regards,
Hadas Granot
Analytics product team
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Patron Self Registration
Make Patron Self Registration possible via Primo. This feature would need to be configurable by libraries and able to be turned off altogether by the library. Configuration options could include: what data elements are required, whether new accounts need to be reviewed before they are active.
56 votesThanks for the idea. This is already supported and can be defined as part of the Social and Email Login setup. For more information please refer to https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/060Authentication/060Social_and_Email_Login
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Add PID for physical Items to Analytics
Currently when a physical item is published to Primo it receives a unique PID that is not currently visible within Analytics. I believe the PID that is used for physical is identical to the PID for electronic inventory that is accessible in Analytics?
Thanks,
Dean3 votes -
Receiving items without creating a barcode. Needed for looseleafs and pocket parts.
Law libraries have items, such as looseleafs, that require us to check-in an item but do not require a barcode because it is integrated into an item.
By creating the barcode it gives us inaccurate inventory information when running reports. And not receiving the item does not give us an opportunity to track purchases.0 votes -
api isbn
I would love to see the API suit expanded to allow retrieval of bibliographic MARCXML and JSON based on other standard identifiers, such as ISBN/ISSN or OCLC number.
13 votes -
Job to scan in items
Our spine labeling workflow is quite bottlenecked because we have to scan each item 3 times: once to print the label, once to scan out of Tech Services, and once into scan into place. If there were a job to scan in items, we could at least reduce the 3 scans to 2 by scanning into an .xls and then running two scan in jobs on the same file.
31 votesThe “Scan-in operation on item” API may be useful for this. You can use this API to scan in a bulk of items. The API is documented in the Developers Network.
A script for performing bulk scan-in of items is also described in the Developers Network.
Please see comment for relevant links.
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Display Logic by Location
At this time you can only hide Resource Sharing Requests by Availability, Ownership, or User Groups with Display Logic. But there are times when we need to hide the Resource Sharing Requests for a location when the item is still Available.
30 votesHi,
There are two options you may consider.
1. The display logic rules hide resource sharing requests when there are available copies. However, if the location of the available items has a ‘unavailable’ type then Alma will consider the items unavailable for this rule, even though they are on shelf.
The location ‘type’ is an attribute of the physical location.
2. As mentioned in my comment, you can define general electronic requests that can help hide the resource sharing link depending on item locations. For example, assume you have a ‘Laptops’ location, and you do not want a resource sharing link to show up when searching items of this location. You can:
1. Define a dummy General Electronic Service that will show when the location is ‘laptops’.
2. Define a Display Logic Rule that hides the resource sharing link when the above mentioned service exists (i.e. when the location is… -
More Options for Fulfillment Notice Scheduling (SMS)
Job schedules for fulfillment notifications are limited to terrible times for receiving text messages. SMS notifications run on the same job as the email letter notifications. For example, the "Send Courtesy Notices and Handle Loan Renewal" job has scheduling options of Not Scheduled, Everyday at 20:00, and Everyday at 24:00. The "Send Overdue Notices" job has scheduling options of Not Scheduled, Everyday at 03:00, Everyday at 05:00, or Everyday at 23:00.
Needless to say, these are not ideal time for our users to be receiving text messages on their phones. We would like to see more scheduling options during regular…
64 votesDear Customers,
The Alma scheduler for this job was improved and already supports much more flexibility and scheduling options, see attached picture.
Thanks,
The Alma Team
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Allow items to be placed on Course Reserve using their barcode
We need the ability to add items to a course reserve reading list by barcode. While ISBN works for books, any audio or video items do not have ISBNs so we need another mechanism to add specific items. And it is critical to get the exact version of an opera or symphony. It's also silly that we cannot use barcode when our legacy systems did, often as the only item identifier. As a result, we don't have any way to easily port information from one system to another.
0 votes
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