Alma

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  1. Patron physical item request – automatic cancellation of requests when ‘Date Needed By’ has passed:

    I suggest that if the "not needed by " date is reached then the patron request is cancelled.

    The only function of “date not needed by” for patron physical item requests is to prevent items from being put into transit from other locations if the transit cannot be completed by the required date.

    However this is not clear to patrons and users ask us why we send Hold available notices when they already indicated a date when they would no longer need the item.

    Staff also waste time locating items that Patrons have indicated are no longer needed, only to…

    608 votes
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  2. New notification letter when expiry date is updated

    When updating the expiry date for items on hold shelf, we miss the opportunity to resend notification letter with the new expiry date. We are aware of the resend notification functionality, but this will not include the new expiry date.

    424 votes
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  3. Add generic physical material types to the current table

    My libraries circulate various pieces of equipment from microphones, to musical instruments, to 3D printers, to lockers, and the current physical material type table does not suffice without adding a slew of item policies or location codes, which is messy and makes the resulting analytics more painful than it should be.

    Ex Libris support states that "The [physical material type] codes cannot be changed, because Development needs them for statistics across libraries." However individual libraries will have items that they need to distinguish between either for fulfillment rule purposes or our own statistics.

    I would like there to be about…

    283 votes
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  4. Short Term Loans - Courtesy and Overdue Notices

    The new shortloancourtesyreminder & shortloanoverduereminder cannot be configured for multiple locations. For institutions with several hourly loan locations (for example Boston College maintains 2 and 3 hour loan periods for Course Reserves and a 4 hour loan period for some technology items) this dictates that the reminder notice has to be set based on the location with the shortest loan period. The overdue notice must be timed to make sense for for the longest loan period.

    In our test configuration we used the following time parameters:

    ​shortloancourtesyreminder - 105 minutes
    short

    280 votes
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  5. Alma emails: provide matching plain-text alternative to reduce spamminess

    Currently Alma emails only include an HTML-formatted variant. Anti-spam software will typically penalise messages that do not contain a plain-text variant, increasing the odds that the message will be marked as spam. Providing a plain-text variant would also benefit users of plain-text only email readers. The plain-text variant should resemble the unformatted content of the HTML-formatted variant. If they differ this might suggest that the sender is perhaps sending an innocuous text in the plain text part just to get through spam filters, and again, would be penalised for this.

    209 votes
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    under review  ·  5 comments  ·  Other  ·  Admin →
  6. Swedish Characters (Case nr 00794172 Swedish Film Institute)

    Apparently, since Alma and Primo are indexed differently, if you have chosen Scandinavian characters during implementation, Alma cannot handle searches on, for example, French accents. Works in Primo, but not Alma.
    Obviously, for us Scandinavian customers this is problematic. There is a risk that both staff and patrons end up with faulty search results.
    Andrew Christison, Customer Success Manager, promised to look into this on our behalf but also suggested we make an Idea Exchange for this issue.

    206 votes
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    under review  ·  2 comments  ·  Other  ·  Admin →
  7. Make Alma link resolver compatible with EndNote's "Find Full Text" feature

    EndNote offers a "Find Full Text" feature that allows users to locate full text for citations saved to their library. The feature can be configured to work with your institution's link resolver. However, according to EndNote customer support, the Alma link resolver is not currently compatible with this feature. This enhancement would allow Alma customers to locate full text for EndNote citations via openURL.

    200 votes
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  8. Ability to delete items by scanning-in

    At present items can be withdrawn/deleted in two ways:
    1. Manually, an item at a time (or multiple items only if in same holding)
    2. In bulk, from a set created either directly from search results or from a spreadsheet.
    There is no way to rapidly delete items-in-hand.

    A feature in Alma to quickly delete items-in-hand, in quick succession, with the same safeguards as when using existing deletion methods.

    The attached document gives more details and a mock-up of such a feature - it would be a big bonus to those of us with a lot of weeding to do!

    174 votes
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  9. Expand 'Bulk Change Due Dates' to disregard expired patrons and include recalled items

    Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we…

    169 votes
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  10. Add ability to reorder Description Template Setup Rules using drag and drop

    The Description Template Setup Rules list must continually be reordered, since the first (sequentially) rule for which the enum/chron combination meets all criteria is used for the description, even if the enum/chron would more exactly meet a later rule. Regardless, is is also helpful to order the list so that similar rules are grouped together, so reordering would desirable as rules are added or removed.

    Currently, the only way to reorder the list is to move a selected rule up or down in the list, ONE PLACE AT A TIME. This is time consuming and inefficient.

    Please add the ability…

    161 votes
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  11. Change item information RESTORE change type should allow clearing temporary item information.

    When using the Restore change type under Change item information, the only change made is toggling the "item is in temporary location" back to NO. Any values filled in for temporary library, temporary location, temporary item policy, temporary call number, etc. remain. Restore should clear those fields, or allow operators to keep those fields by unchecking a box that would be checked by default.

    If the item has been scanned to have an item policy for special circ rules, that information remains in the record when it is restored, even though that information is not applied. If the item is…

    158 votes
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  12. Add Data Type category for the Title Report in COUNTER 5 section of analytics

    The Master Title Report of COUNTER 5 includes ebook and journal titles. It is difficult to use this master report in analytics without having a data type or section type option to differentiate between which titles are journals and which are ebooks. The master title report is useless in analytics without this option. Please add the data type or section type category from the COUNTER 5 Master Title Report into the Analytics Usage Report.

    147 votes
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    under review  ·  2 comments  ·  Analytics  ·  Admin →
  13. Decouple the bib-level material type of Music into Scores and Sound Recordings

    The bibliographic material type of Music inexplicably combines scores (Leader/06 c or d) and sound recordings (Leader/06 i or j) into a single facet. This makes no sense and makes standard statistics reporting extremely difficult as scores are usually reported with books (they are, after all, pieces of paper bound between covers) whereas sound recordings are usually reported with other media. Scores should be separated out as its own bib-level material type.

    145 votes
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    Thank you for this ideas exchange request.
    For the purpose of clarification:
    Alma uses (among others) two levels of faceting the bibliographic records: Material type and Resource type.

    Regarding the Material Type: There are seven different distinct bibliographic material types in Alma, and this corresponds to the seven different distinct bibliographic material types used by the MARC standard. These MARC standards are explained at https://www.loc.gov/marc/bibliographic/bdintro.html under section “Scope of the Bibliographic Format”. Ex Libris will leave these distinct seven formats, and not add or subtract from them. This is because there are seven distinct formats in the MARC standard. For this reason we will not add another format or change the name of an existing format. Each bibliographic record has one bibliographic material type. The Material Type is considered “Music” if the LDR pos. 6 is one of the following: c d i j. This is explained in the Ex…

  14. Do not publish to Primo bibliographic record if all its representations are inactive

    If a record does not include any material that the end-user can display or access, then it should not be searchable in Primo.
    For physical inventory, there is an option to enable the suppressBibWithSuppressedHol setting which means that if all physical holdings in a bib record are suppressed, then the bib record will automatically be suppressed from discovery.
    This idea asks to add similar option to digital content (Alma-D): when enabling the suppressBibWithSuppressedRep setting, any bib record that all its digital representations are inactive, will be automatically suppressed from discovery.

    124 votes
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  15. 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…

    112 votes
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  16. Adding more scheduling options for emailing Scheduled Reports (Alma Analytics Objects)

    Currently, there are limited scheduling options for emailing Scheduled Reports (Alma Analytics Object area). Many of our users need reports delivered on the 1st of each month in order to capture the previous month's data. The only option right now somewhat close to that is delivery on the 2nd of each month. This doesn't work for us because it adds the first day's worth of data from the next month to the previous month. I propose adding delivery options for the 1st of each month. Better yet - how about offering a drop-down list where users can choose a certain…

    112 votes
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    16 comments  ·  Analytics  ·  Admin →

    Hi everyone. This will be considered. First a comment and a question.
    Regarding “how about offering a drop-down list where users can choose a certain day of the month for report delivery”.
    This will not happen. Jobs of this nature need to be scheduled so that resources can be properly distributed.
    Regarding adding additional time, that may happen. Now a scheduled report has the following possible options. What would you like to see added and or changed?
    Every Monday at 03:00
    Every Monday at 07:00
    Every Monday at 09:00
    Every Day at 03:00
    Every Day at 07:00
    Every Day at 09:00
    On the 02 of every month at 03:00
    On the 02 of every month at 07:00
    On the 02 of every month at 09:00

  17. Add separate fields in Analytics for valid (020 $a) and invalid (020 $z) ISBNs

    At present Analytics displays all ISBNs recorded in a bib record in a single field, whether valid (020 $a), i.e. the true and accurate ISBN for the manifestation recorded, or invalid (020 $z), i.e. an incorrect ISBN or an ISBN for an alternative manifestation.

    It would be useful to be able to search and display these separately (for matching using collection management tools, etc.).

    78 votes
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    under review  ·  3 comments  ·  Analytics  ·  Admin →
  18. Add Breadcrumbs (Collection Path) to Alma Viewer

    Like Hansel & Gretel, would be good for users to have a trail of breadcrumbs to follow home.

    That is option for Alma Viewer to display the context of the item (which collection the item belongs to if any) as defined by Alma Collections and published to Primo discovery collection lobby.

    This would enable the user, provided with a deep-link to an item in Alma Viewer, to browse related items (other items in the same collection) in Primo or return home where applicable.

    69 votes
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  19. Free text input option for Rep Label in Global representation Changes job

    Currently there is no option to remove Rep Label or create a rule that can make it void on the "Global Representation Changes" job. Please provide with Free text input option for Rep Label in Global representation Changes job, like Public Note.

    66 votes
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  20. Failsafe links to databases if/when Direct Linking fails

    When we were a Serials Solutions customer and we used Summon discovery, we also used Direct Linking. What was great about Summon was that it would provide a pane at the top of the screen after linking to full-text content that would provide a way to see all the database targets on the 360 Link page. See attached image.

    This same feature would be highly desirable in Primo and is one of the main reasons why we do not currently use Direct Linking. Currently, if the full-text fails to load for the default target, there is no way to see…

    63 votes
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