Alma
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39 results found
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Add "Delete or replace URL's SUFFIX" to Job "Change Electronic portfolio information"
Sometimes it is necassary to change or delete the URL in portfolio information for a set of portfolios. It is possible to delete or replace URL's prefix in Electronic Portfolio information, but it is not yet possible to delete or repclace url's suffix .
For us it would be very useful to have both opportunities.100 votesDear community,
The option to edit URL's suffixes in bulk using the 'update portfolio information' job is planned for the upcoming November release.
Thanks
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Finished claiming job does not give the library the option to check which vendors received a claim letter
When a claiming job is finished running in Alma you can view “events” from the finished job. This gives a line for each claim processed in the job, and lists three different identifiers: JOBID, POLINEID and VENDORID. None of these identifiers are searchable for the library, and the library then have no option to control what letters were sent in that specific job. If the identifiers listed in the job events were changed to the PO line reference and the vendor code the library would have the option to find the relevant POL and vendor and…
28 votesDear All,
I’d like to update you that we plan to enhance the "PO Line - Claiming" job report on February 2025 release.
The job report will include a list of vendors to which letters were sent successfully, including the related PO lines. A similar display will be added for the errors as well.
Thank you,
Zohar Shemesh
Alma Product Team
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Make ACTL reports dynamic
In a network environment usually the majority of Institution-Zone-BIB-records are linked to the Network Zone. Currently the ACTL reports are not comprehensive – see Ideas Exchange “Make reports in the ACTL of a network environment comprehensive”.
Once the IZ-ACTL comprehensively reports on the records representing all the resources available in a particular library, it would be of great help if the reports within a NZ environment were dynamic. Meaning that if one of the staff users of any of the Institution Zones has already corrected a NZ record it is linked to, and subsequently has deleted the item in their…
71 votesDear Community,
I want to share with you that the requirement of this idea is planned for 2024 H2.
The Consortia member institution's enhanced Authority Control Task List (ACTL) will include reporting Network Zone record changes at the Institution Zone level, allowing corrections of such records, and pushing those corrections to the entire Consortia ACTL.
Similar reporting of Network Zone records changes available in every Consortia member ACTL will be affected by the actions done by the member, which is doing the work on behalf of the entire Consortia.
The Alma Team
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59 votes
Dear community,
We and our Sage partners are currently working through the auto-holdings integration with Sage that will include two dedicated collections: one for Journals and one for Monographs.
The development is in advanced stages but is depending on the provider as well.
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Pop-up note when patron has something on the hold shelf
When scanning the patron's barcode or searching for a patron in Manage Patron Services, can a pop-up notification be configured to alert staff that there are items held for the patron on the hold shelf?
Currently, you have to look at the User Notes section on the right hand corner of the screen and it's gray text that does not draw attention. You can also look in the request tab if it is dog-eared but it will display all requests statuses; not just when an item is on shelf ready for pick up.
Since patrons don't always check their email…
166 votesIn the new UI which is planned to be released in November 2024, the system notes have been separated from the user notes, moved to the left part of the screen, and their exact location can be changed by the user
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"Maximum renewal date" should be viewable on Alma
"Maximum renewal date" should be viewable not only Primo, but Alma. Patron can see his/her "Maximum renewal date" by him/herself, but staff can NOT check it.
190 votesThis will be done as part of the new circulation desk UI, see https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Workflow_Simplification#Circulation_Desk_Redesign, planned for General release in November 2024
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Allow network zone e-collections to be made available to inventory management groups within an institution using different proxies
When providing access to electronic resources from the NZ, resources are made "available for" member institutions and if applicable a proxy is set, meaning the institution's default proxy. However, these institutions may themselves be providing distributed access to e-resources via network inventory groups using different proxy integration profiles (such as different colleges using a single Alma institution, with inventory management groups mapped to campuses). In this case it is not possible for the member institution to use NZ e-resources since the proxy might not work for one or another campus, or one campus in the institution might have access and…
49 votesPlease note that this is planned for the upcoming November 2024 release.
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Upload Electronic Holdings (Autoload holding list) – the reports do not listed out the deleted titles
We use the autoload feature to update electronic holdings for specific vendors such as ScienceDirect and Ovid.
After autoload, we find that the job will list out the no. of portfolios “added”, “updated”, and “deleted” but without the deleted titles listed out at the job report. Whenever a portfolio is deleted, we need to check if the deleted titles are removed correctly? Do we have perpetual access right for the deleted titles and do we need to claim for the access right with the new publisher.
We use the load portfolios tool in the Electronic service to add/update/delete portfolios for…
70 votesDear community,
Thank you for bringing up this idea. We plan to implement it as part of an enhancement to the Upload Electronic Holdings job reports.
Our solution will create a link from the job report to the relevant deleted repository (currently exists under 'Manage Deleted Repository'). Allowing report users to view the detailed list of holdings deleted by the job and those of you with Repository Manager role will also be able to restore deleted holdings.
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Allow Fulfillment Network Member (AFN) to lend resources, but not serve as a physical pick-up location for other network members' patrons
Since some institutions have buildings with perpetual restricted access, we have some AFN fulfillment network member libraries that are willing to send their materials to another AFN member library for pick-up, but, for all functional purposes, they are closed to the public. They don't want patrons from the other AFN institutions to visit their library in person, and thus, don't want patrons from another AFN institution to select their library as a pick-up location.
This need has been heightened during the pandemic, with more institutions closed to the public.
We know that turning off all circ desk hold shelves will…
100 votesIt will be possible to set the library with a ‘pickup for guest users’ indication that can be turned off. This will prevent the library from showing up as pickup location on AFN/FN request forms
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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 -
Dark Mode/Theme
Like the title suggest, A dark mode/theme for Alma.
Having the white background can be very sore on the eyes, and many prefer the reverse ( black background / white font ).32 votesAs part of our roadmap, we are planning to add a high contrast color scheme each user can switch to when needed.
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Analyse and normalise special characters and diacritics in Alma records
In order to enable correct and consistent automatic linking between Bib. headings and authority records, Alma's treatment of diacritics needs to be normalised, and made configurable according to the Authority file being used. In addition there are special characters in use (such as quotation marks), that have more than a single graphic representation that should be normalised in order to prevent discrepancies in Almas' match and link mechanisms.
SFC#00533813, SFC#00375370 relate to the issue.66 votesDear community,
We are sorry to inform you that we have found an issue with this development, and as we want to be sure all features are high quality, we are delaying its release until we can test and make sure it is up to standard.
We will update when we have a final release date.
Regards,
Alma team
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Make physical item sort routines stick
For those of us working with continuing resources:
When viewing a list of physical items, the sort routine defaults to Library/Location. The items do not appear in any particular order when the results are loaded. Often I change the sort routine to Description or Receiving Date to view the most recent serial items and order them chronologically for viewing.
It would be nice if the sort routine "sticks" so that every time I open a list of items, the sort mechanism will stay on Description (not default back to Library/Location)
This would be especially helpful when managing items in the…
291 votesWe will remember the user preferences for sorting the items list, so it will be "sticky".
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Preferred term correction should flip headings that change tag number
Alma authority control does not handle cases where the bib heading is linked to an authority via a cross-reference, but the preferred and non-preferred terms are in different fields, e.g. preferred term is in authority field 130 and cross-reference in authority is in 410.
Alma should be able to handle this scenario. Currently when the bib heading matches the authority cross-reference, Alma won't correct these and instead puts them on this report: Preferred Term Correction - Bib Heading found no authorized term.
Example bib heading that Alma won't correct:
110/2_ $$a Allied and Associated Powers (1914-1920). $$t Treaties, etc. $$g…
250 votesWe will add this improvement to our roadmap
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Role Profiles Enhancement
When using role profiles, it would be nice if the profile could create a link to the user(s) with roles defined by the profile. Then, if you want to modify the profile, the change updates all users in the profile. Currently, you'd have to update the role profile and each individual user.
144 votesIt will be possible to maintain ongoing link between the role profile and the user record, so that you can use the template to assign a predefined set of roles to a user, and any further changes to templates will automatically affect the linked users' allowed roles.
Note - multiple profiles may be assigned to a user.
It will be possible to view the list of profiles an account is liked to for inheriting its roles, and to remove/add more profiles.
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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)269 votesHi,
Of course ! We will add a job that will be able to run on a set of user records and purge them, using standard validations (such as no existing loans, fees).
Thanks !
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restricts editing access to analytics to specific subject areas
Any patron with design analytics have access to all subjects areas in analytics. It would good, if we could restrict analytics design access to specific subject arease in analytics.
Michael Voss
32 votesWe plan to add more granular design analytics roles, which will have access according to the attached table.
The granular roles will allow user to access analytics without being exposed to user details.
Users and system data will be restricted to those with relevant roles.
The table describes which roles have access to each of the analytics Subject Areas, and whether there are additional restrictions.
Release is planned for November.
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Linking patron name to patron record
I have noticed there are several ideas suggested in the ideas exchange regarding linking a patron's name and/or ID to their record in Alma.
These include:
- 'Link patron loan to patron record' (posted 25/05/2016)
- 'Hyperlinking from request queue/holdshelf to patron record' (posted 21/09/2017)
- Ability to view patron data via patron ID link in resource sharing' (posted 11/01/2018)I have one more to add to the list - linking within 'Manage item returns'.
When an item is returned, the patron returning the item is displayed in the 'Patron' column, with a hyperlink to their record, and the option…197 votesThe solution approach will be to add a link from the user contact info pop up to the user record. This link will be available for users that have a role that allows viewing a full user record.
By having this link added to the user information pop up we will have added to the many places where user information is displayed.
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Add Previous and Next buttons to various screens
After conducting a search and selecting a record to view, it would be nice to have Previous/Next buttons for navigation, rather than needing to always go "Back" and then select the next record in the list for viewing. This could also be useful in other areas, like the physical item editor, and perhaps in some Fulfillment functions.
122 votesDear all,
As part of the new UX of the All Titles search, it will be possible to view the bibliographic record in the details pane of the record (on the right side of the screen or in full view), and navigate between the records in the search using up/down arrow buttons as well as by selecting another record in the search list (on the left side or the screen).
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How to distinguish namesakes
When you search a user (fullfiment > manage patron services), there is no possibility to distinguish to different user, who have the same nam (namesakes).
In the old UI, there was a patron card image, and, when clicking on, we accessed to a summary of the patron.
Now, we have no more solution.
Can you add this functionnality in the new UI?
Thanks a lot.
206 votesHi,
Makes sense ! Currently, the user information that is displayed in the user Ajax search results (e.g. patrons services WB) is hardcoded.
A mapping table, similar to the one that configures the user pop up, will control the fields that show in this list. The mapping table will enable the same fields that the user pop up allows, and allow setting the order of the fields.
Thanks,
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