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25 results found

  1. Add more fields under Customize view in the Physical item search: Provenance, Physical condition

    We would appreciate it if more fields from an item could be displayed in the results list of a Physical item search:
    - Provenance
    - Physical condition

    E.g. if you run a Physical item search for 'Physical condition' is not empty it would be great to have this field in the results list and in the Excel export file as well.
    We always prefer a search in Alma to an Analytics query with the data from the previous day.

    Thanks!

    Does anyone else need an additional field?

    23 votes
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  2. Library Open Workflows Template Sort Option

    I would like to be able to sort the list shared LibOW Workflow Templates by date uploaded (newest-oldest, oldest-newest). This will allow me to be able to quickly scan the list of templates for new additions.

    2 votes
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  3. Job or tool for extraction of related bibliographic records

    We would like the ability to get a hold of or extract the related bibliographic records in bulk based on a set of (other) bib-records.

    Alma already now automatically displays related records in "other details". We understand that the links are built based on bibliographic data in the MARC linking fields: 773, 774, 777, 786, 800, 810, 811, and 830 (subfield w,x,z).

    An example of a related record is a title within a monographic series. In this case, the bib record for the single monograph has a 830 $w with the MMS-ID/system number of the superordinate bib record.

    We would…

    144 votes
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    I would like to share an update on how this request is addressed using the recently introduced Alma custom bibliographic search indexes. This new infrastructure enables bulk identification and management of related bibliographic records by combining custom local search indexes with existing set based workflows.

    Institutions can configure custom search indexes based on MARC linking fields, including 773 and 774. These indexes support subfield delimiters, allowing precise searching for identifiers stored in $w or $x, such as MMS IDs, system numbers, or other control numbers used to express relationships between records.

    Using these custom indexes, staff can search across the bibliographic repository to identify related records and build logical sets based on the retrieved results. For example, identifiers from an initial set can be searched directly in the 773 or 774 custom indexes to retrieve bibliographic records that represent Part Of or Contains relationships.

    The resulting records can then be…

  4. Display related holdings for monographs only for the 773 $w relation and not for the 8xx $w relation

    When filtering to a certain location via facets, you often get results from other locations too, which is unexpected from patrons perspective in many cases. This is caused by the current related records setting which is also taking locations with related records into account. The display is correct for analytical records without inventory (book chapters and articles), but not for the other monographical resources.

    What we wish to achieve is the following:

    When the record of a book chapter, journal issue or journal article (i.e. a record containing a 773 field with $w) is viewed in Primo, the holding of…

    665 votes
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    I want to share with you our plan for releasing this feature:

    May 2026: Testing phase for selected customers in Sandbox environments. We can include up to five customers. Please let me know if you are interested.

    August 2026: General release. Customers will be able to turn on a new UI option that defines how the Contains related record holdings are displayed in Primo and Alma.

    Note: Full functionality will be available after the November to December 2026 semiannual reindexing.

    If you are interested in participating in the early access, please feel free to contact me at Erez.Shabo@Clarivate.com.

  5. Implement auto holdings for Oxford University Press Journals

    Implement auto holdings for Oxford University Press journals as is already done for Springer, Elsevier, Ovid.

    60 votes
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  6. Fine for failing to pick up request

    We would like to have a fine automatically applied when a patron fails to pick up a request. The fine should be applied after the last pick-up date has passed if the request has not been picked up or cancelled. It should be possible to determine for which locations/user groups the fine will be applied.

    209 votes
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  7. 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 votes
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  8. Increase the visibility of digitization requests in case of multiple requests

    When there is more than one digitization request on a same item (same or different requesters), only the first request is displayed in the Task List. When this request is completed, the second request is not listed in the Task List or in the “In Process Items” page, except when the barcode is scanned again.

    We think that “In process Item” page should not be empty once the first request is completed. Or least, there should be an alert informing the operator that there is another request on the same item just ready to be fulfilled...

    322 votes
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  9. New role for Manage Import Profiles

    Currently users must have a Cat Admin role or Gen Sys Admin role to be able to Manage Import Profiles (change/add profiles). This also gives them access to the Configuration area of Alma. There should be a role to permit users to Manage Import Profiles that does NOT also give them access to the Alma configuration area. Access to the Alma configuration menu should be separate from the ability to Manage Import Profiles.

    173 votes
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    Hello all,

    I’m currently working on a detailed solution for this request and would appreciate your input. Could you share the reasoning behind the need for a completely new user role to manage import profiles?

    An alternative approach could be to introduce specific privileges for managing import profiles and add them to the existing Purchasing Manager and Catalog Manager roles, with these privileges turned off by default. This way, institutions can decide whether to enable them for these roles.

    The advantage of this approach is that it leverages existing manager roles without requiring the creation of an additional new role, while still avoiding granting full administrative access to configuration settings.

    Looking forward to your feedback.

    Erez

  10. 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 votes
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    13 comments  ·  Other  ·  Admin →
  11. 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.

    141 votes
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    It 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.

  12. Indication that shows I edited an open record

    Icons in MD-Editor only show if a record has been saved or not. I would like to have an indication to see if the record has been edited by me after I opened it.

    238 votes
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  13. Allow renaming of normalization, indication, and merge rules

    Please allow renaming of normalization, indication, and merge rules. Right now you can only duplicate the rule and change the name of the copied rule.

    135 votes
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  14. 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…

    214 votes
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  15. 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 votes
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    The 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.

  16. 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 votes
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    Hi,

    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,

  17. 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.

    388 votes
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    Planned  ·  15 comments  ·  Other  ·  Admin →
  18. Allow reserves citations from Network Zone electronic portfolios

    When adding a citation to a course reading list through a repository search, that search is currently limited to the IZ. However, for consortial Alma implementations, there may be significant electronic inventory managed in the NZ, and that becomes unavailable to reserves. When doing a repository search to add a citation, NZ electronic inventory should be available.

    75 votes
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  19. 'Not Needed After' date should be mandatory on patron physical request form.

    It would be helpful if the 'Not Needed After' date is mandatory on the patron physical request form to improve the requesting process for Patrons when there is a high demand for physical items.

    394 votes
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  20. Possibility to configure that a patron can login into his/her account in ***** AFTER expiration date, to view open fees / fines and or loans

    Currently a patron whose expiration date has passed is not able to log into his/her ***** account. The patron can neither see open fines/fees nor loans.

    We suggest:
    * institution-wide option to allow or permit users read-only-access to there ***** accound after patron’s expiry date (in Alma)
    * user manager role not necessary to do any changes in role expiration dates.
    * no additional functionality outside Alma needed that uses the API to achieve the goal.

    181 votes
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    Hi,

    The login for an account that is managed in an external IdP (such as a Shibboleth IdP), is done by the IdP and not by Alma. Alma does not control the success of this type of login.

    Alma does control the login status if the user record is internal, i.e. its password is managed in Alma. In that case, we will indeed allow the login to succeed even if the user is expired.

    The user record status will be verified when calculating:

    • GetIt services (hold/digitization/resource sharing)
    • My Account renew loan option

    In either case, the account will be considered active only if:

    • The user record status is active
    • The user record expiry date is not in the past
    • The user’s patron role is active
    • The user’s patron role’s expiry date is not in the past

    The login, however, will not be affected by these conditions.

    Thank you,
    Moshe

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