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67 results found

  1. In Advanced Search, allow filtering OUT specific locations. For example, allow use of the filer: Physical Location "IS NOT" X.

    Many searches do not allow for an "IS NOT" operator, and in some cases it is greatly missed. For example, when trying to assemble large sets of records where you want to exclude just a few locations, or filter out a single library. Please allow for an "IS NOT" operator when doing an advanced search and filtering by location or library. I'm sure there are other search filters also missing the "IS NOT" operator. Please feel free to add more suggestions via a comment! :)

    597 votes
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    I would like to promote the solution to this important idea.
    First I would like to clarify that already today in Advance Search you can filter out by locations (see attached screenshot). When choosing the physical item advance search "current location you can choose “not equal” and then choose multiple values. Also, you can do the same for the library and Holdings location.
    We will add to existing indexes which are at the same level as the searched records or above negative comparators. Such as Item Call Number, Chronology, Description, Internal note, and more.
    The special use case of searching for records with child records that all of them answer the question “not” having … should be handled as a separate idea since a new index that combines both levels needs to be created.
    As a note, I would like to add that there are additional planned features that will…

  2. Enable Alma collections items linked to logical sets to be updated as the set changes

    Currently it seems that Alma Collections can only be updated by manually adding individual items or adding items from sets. If the set is a logical set, as new items that fulfill the set search criteria are added, could they also automatically update the Alma Collection. This would save having to manually maintain Alma Collections to some degree.

    568 votes
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  3. Delete unwished licenses

    We need the feature to delete unwished licenses. We mean delete and not display those licenses to the licenses list.

    523 votes
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  4. 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.

    469 votes
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    Planned  ·  5 comments  ·  Resource Sharing  ·  Admin →
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  5. 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.

    427 votes
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  6. Change physical items job -- adding notes

    The Change physical items job allows you to add Internal notes 1-3 or Statistical notes 1-3 by REPLACING any notes that already exist in that field, but not by adding the note IN ADDITION TO already existing text. This option needs to be added. Also, the current job allows you to skip records that already contain notes in your selected field but a "successful" run does not report out which records were SKIPPED as a result.

    405 votes
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  7. 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.

    392 votes
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  8. 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…

    365 votes
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  9. 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…

    355 votes
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  10. 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 votes
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    Dear community, this idea was accepted and is now planned, the "Additional Order" action will allow more options for the "PO line type" value.


    Thanks,

    Noam Fass | Alma product managment team

  11. Ctrl-z/Undo in the Metadata Editor

    Currently, there is no Ctrl-z/Undo function in the Metadata Editor.
    Please add this function.
    Use case:
    A record is in draft mode and the cataloger deletes a field accidentaly, there is no way of bringing it back.
    Or a cataloger works on an exisiting record, makes a lot of changes and only wants to undo the last actions, but not go back to the previous version.

    349 votes
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  12. 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.

    335 votes
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  13. 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 votes
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    Hi,

    We would like to pursue for a simpler solution, specific for physical items. The idea is that per an institution level yes/no flag, the letter to interested user will not be triggered by the receive action, but rather by an item becoming ‘available’. In other words, if kept in department, the receive action will not trigger a notice until the item is made available.

    Thanks,
    Moshe

  14. Add functionality to fund summary pages to view encumbered orders

    There is no functionality within the fund summary pages to see what orders have not yet been paid (order still encumbered). The value of the encumbered orders does show in the summary graph however it would be really useful to see the orders this relates to.

    305 votes
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    Dear community,

    Thanks for sharing this idea, it was reviewed and accepted.


    The Fund page will present the user with 2 links:

    1. All PO lines which has encumbrance and no expenditure (not yet paid)

    2. All PO lines which has expenditure (paid)


    Note:

    There is the option today to achive this, users can go to the "Transactions" tab and see which PO line has only an encumbrance (meaning it was not paid) and which PO line has [Encumbrence, DIsencumbrance and Expenditure] (meaning it was paid) 


    Thansk,

    Noam Fass | Alma product managment team

  15. Improve 'Electronic Resource Activation Task List' Management

    The Electronic Resource Activation Task List does not adequately cover the multiple tasks and steps that operators need to complete during the resource's lifecycle. For example, for most electronic resources, there are usually multiple tasks in progress simultaneously (e.g., entering the EZProxy stanza on the server, ensuring admin access to the publisher's site). But because the Electronic Resource Activation Task List allows only one status to be assigned to a resource, there is no way to manage multiple simultaneous tasks nor easily determine what task has already been completed. This results in double handling and inefficient use of managing our…

    296 votes
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  16. Extend time before analytics times out

    Whenever I am working on an analytic report, it often takes hours. But after a few minutes, if I do not go back to Alma to do a fake search to refresh its link to analytics, analytics would time out.

    Can you extend the time to at least an hour before analytics times out?

    278 votes
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    Planned  ·  22 comments  ·  Analytics  ·  Admin →
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  17. Hold Shelf policy for RS items

    When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignorelenderdue_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

    This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time…

    275 votes
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    Hi,

    A new policy on the Borrowing Resource Sharing TOU will define how the request should be managed when placed on the hold shelf. Options -

    -) By due date (default) – This is the current behavior, where the hold shelf period is the same as the request due date
    -) By desk policy – The Hold Shelf period of the desk will be used
    -) Other – allowing to set a set number of days.

  18. Add 'due date' to items list

    When student put a book on hold it would be useful to see when the on loan books are due to be returned in the item list rather than having to go into each individual onloan item to see when it is to be returned. Often we have 20 items out at a time and it would be good to have a quick overview of the return date.

    272 votes
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  19. 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)

    270 votes
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  20. portfolio deactivation date

    Currently, when you create a local electronic collection, you have the ability to set "active from" and "active until" dates at the collection level. We have electronic collections where we purchase 1 year of access for select titles (collections such as Kanopy). It would be great if we could set deactivation dates at the portfolio level. With a deactivation date, once the year of access is complete, we wouldn't have to remember to deactivate the individual portfolios.

    261 votes
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    Planned  ·  Dana Moshkovits responded

    Thank you for the Idea
    We will add the capability to define activation/deactivation dates at the level of the portfolios for automatic activation/deactivation

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