Alma

Your feedback matters to us. Help us improve Alma by telling us what you’d like to see using the message areas below. You can also can support something already posted.

We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.

For more information please review our FAQ and guidelines. Thank you.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Ship digitally

    We find the digitization workflow for Resource sharing tedious, and would like to have a shortcut directly from action menu, like for item and non-returnable.

    This would be a new action from the Lending request: Ship digitally.

    From there you should get the option to add a file, and ship it digitally to Borrowing library.

    Please see attachment for illustration.

    423 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  2. Delay time between receiving an item and sending email notice to patron

    We would like to be able to configure the amount of time between receiving an item and sending an email notice for pickup to a patron. We receive items in batch and then file them onto the hold shelves in batch. Some time is need between these batch processes.

    Current workarounds include: including text in emails that students might not read or scanning the items through two separate workflows.

    Being able to configure the trigger for the email notice would be much better.

    414 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)

    You can now add a Delay for hold notification (minutes) on either the Circulation Desk – General Information or Library Details pages. When a hold notification is set to be sent to a patron, Alma waits for the delay to complete, then checks to see if the request is still active and if so, sends the hold notification to the patron. If the value is populated for both the circulation desk and the library, the value in the circulation desk is used.
    For more information see Alma November release notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes

  3. On Hold Shelf – new sorting option

    We need a new hold shelf sorting option.

    Non of the existing sort options currently existing in Alma is working for our needs. They are ether to long and specific for the user or do not work with our privacy policy when we have a “self service” hold shelf.

    It should be a combination of date and a generated number. The generated number should be restarted every day. This number should be visible in the manage patron services and idealy have a persistant search option.
    The number could be [day of moth]+[generated number]-[18-00001]- the generated number should be for the…

    368 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)

    You can now make use of an additional sequence based number to uniquely identify requests. The system generated additional ID may be added to your pick from shelf and hold shelf slips by configuring the slips’ XSL. You can also add as a visible attribute of the request on the Pick From Shelf and Hold Shelf task lists.
    For more information please see Alma April release notes available at:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes

  4. Automatic removal of lost item from patron loan list once replacement fee is paid AND recorded in item history.

    Currently, when an item becomes "lost" and a patron is charged the item's replacement fee, when the patron pays the replacement fee, the item remains on the patron's list of loans. So, one either must individually delete" lost loans that are paid for or run a close lost loans job. Neither action is recorded in the item's history. the item is paid for. Ideally, once an item is paid for, the item should be automatically removed from the patron's list of items and have a process type of "missing" or "lost and paid for" or something along those lines. And,…

    335 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  5. Allow Purchase Requests to be re-linked to a different bib record

    After the March updates and the removal of the search in repository it has become difficult to correct mistakes after the initial creation of a purchase request. I suggest that the search in repository function be added back to allow us to relink a purchase request to the correct bib record instead of having to recreate the purchase request.

    321 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    completed  ·  1 comment  ·  Acquisitions  ·  Admin →
  6. last active date

    User profile - Last active date

    We would like to have a field in the user profile that shows patron’s last active date, i.e. loan, request or return. This field will be useful when deciding which user profiles to purge.

    308 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Fulfillment  ·  Admin →

    You can now view the last activity date for specific activities in the Last Patron Activity Date field of the User Details Page. The field is display only and will be available for analytics in an upcoming release. Due to privacy concerns, data will only be collected from activation of this new feature onward. If the option is disabled, all data collected in this field will be deleted for all users.
    For more information please see Alma February release notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

  7. More possibilities for the Alma Color Theme

    In the new UI, libraries can manage branding in Alma by selecting one of 6 basic colors (blue, purple, red, green, brown, orange). This configuration can only be made by a General administrator and is valid for all Alma users. We would like:
    - a larger variety of colors (proposing the 216 web-safe colors would be fine);
    - the possibility for any user to define their own Color Theme: color experience may be very different from one individual to another and giving everyone the possibility the use a convenient color would be appreciated.

    287 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    21 comments  ·  Other  ·  Admin →
  8. "Skip location" in "Pickup from shelf"

    We would like to be able to choose which location to send a request to when skipping a location in the "Pickup from shelf" task list.

    278 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)

    On the Pick-Up Requested Resources page, if the Skip Location action is available (the request can be fulfilled by at least one other location that the request has not been previously assigned to), a Manual Skip Location action now displays in addition to the Skip Location action
    For more information please see:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes#Select_Request_Locations

  9. Placing digitization requests via Primo on holdings without items

    Currently, titles with no inventory for their holdings do not appear to provide a title-level Digitization Request option in Primo.

    This is a potentially huge defect in the Request functionality as many requests might well specifically be for material in that situation, e.g. older physical journal holdings where there is no item information into Alma but where there is potentially a functional need for the Digitization service. We think that if there is an Physical holding published to Primo, there should always be at least the possibility for the library to offer and configure Patron Digitization requests. This defect has…

    274 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Fulfillment  ·  Admin →

    Completed as part of Alma December release:
    Patrons can now place a general digitization request in Primo or Alma for a holdings with no items in the same way that they can place a general hold request. The new option is also available when using the Manage Fulfillment Options for the purpose of fulfilling a resource sharing document delivery request.
    For more information please see Alma release notesL
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201812BASE

  10. More flexibility needed for display of locations

    Our users complain that it is difficult to find the locations of items and that too many clicks are needed to find out if an item is available.
    This is the most problematic in the Locations display for journals (and monographs with the item description field filled in).

    More specificly, issues are:
    - The shelf number is not indicated clearly enough
    - Users search for items in the library that are not on shelf because they don’t click through to the single holdings display to check the availability (in the "journal display") or because the availability indication like e.g. (1…

    262 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Fulfillment  ·  Admin →
  11. Prevent change of fields due to synchronization when running a Update/Notify Users job on a set

    When updating one user manually, we get a notice where we can confirm that some fields (amongst others: campus, rs libraries and user group) are not to be overwritten by the next user synchronization.

    When updating users in a set running the Update/Notify Users job in Alma, the same choice of prevention is not presented. Hence leaving some fields to be changed back in the next synchronization.

    We experienced this running a job changing campus, RS library and user group on a set of users. The first two fields did not change back in the synchronization. The latter did.

    Would…

    261 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  12. New Analytics field for OCLC number in Bibliographic Details

    Currently in Analytics the Bibliographic Details category contains Network Number. Network number indexes OCLC numbers as well as other identifiers from the Marc record. (Included Marc fields: 019 a,z 035 a,z 774 w 773 w 775 w 777 w 786 w 800 w 810 w
    811 w 830 w)

    Our institution needs to search specifically only OCLC numbers and would ask if Exlibris could create a new Analytics field for OCLC number. This field should only search the 035 $a and $z and only include 035 subfields with OCLC prefixes ((OCoLC), ocn, ocm,...)

    https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/AlmaOnlineHelp(English)/ResourceManagement/020Usingthe

    253 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    23 comments  ·  Analytics  ·  Admin →

    As of January release the following fields containing the OCLC control number will be available in the Bibliographic Details folder for all subject areas in which it appears. The data for these fields comes from MARC fields 019 and 035.
    OCLC Control Number (019)
    OCLC Control Number (035a)
    OCLC Control Number (035a+z)
    OCLC Control Number (035z)

  13. Converting Borrowing requests into patron physical item requests

    We need a better way to convert a borrowing request into a patron physical item request, and then delete the borrowing request.
    We often receive borrowing requests from patrons on books which are available in our library, other editions etc. . In those cases we may create a patron physical item request on the local title by clicking "view local", then conduct a search, then place a new request on the local material (note: we here have to type in patron and other data which were already included in the borrowing request), and then go back and delete the original…

    249 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)

    Alma February release now supports converting borrowing requests to patron physical item requests.
    When a borrowing request is created and a local resource matches the request, if the operator chooses to create a request, the borrowing request data automatically populates the relevant fields in the request and gives the operator the option to cancel the borrowing request.
    For more information please see the release notes at:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/009_2019/Alma_2019_Release_Notes?mon=201902BASE

  14. New letter for hold shelf slips

    When a document is placed on hold shelf, a letter is sent to the user, but no letter is printed. Instead, we are supposed to re-use the FulReasourceRequestSlipLetter as a hold shelf slip, but that solution is not very elegant. This generate a lot of extra “action+print slip” manual labor. In the case of self service hold shelves, the hold shelf slip is aimed at the user and should contain very different information than the information needed by library staff to locate the document. Also, to protect users' privacy, we are not allowed to include any information that can identify…

    247 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Fulfillment  ·  Admin →

    Completed as part of Alma December release:
    New Letter for Hold Shelf Slips
    When enabled, the new Ful Hold Shelf Request Slip Letter (letter code: FulHoldShelfRequestSlipLetter) is printed to the circulation desk printer when the item is placed on the hold shelf, regardless of whether a pick slip was already printed. If printing fails, the item is still placed on the hold shelf but the user receives a warning message that printing failed. This way, it is possible to configure a slip for use for on hold shelf items, that is different than the slip that is used to pick up the item from the shelf.
    By default, the letter has the same attributes as the Pickup Print Slip Report Letter, but it can be configured as needed.
    The letter is invoked when scanning in an item and placing it on the hold shelf and when selecting the Activate next…

  15. add copy number (copy ID) to list of items screen

    add a column for copy id to the list of item screen

    246 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)

    As part of the November release Material type, item policy, and/or copy ID were added to the following areas:
    Item List page
    Physical Item Editor
    Physical items repository search results
    List of Items accessed by clicking the No. of Items link in the Holdings tab of the “Held By” Details page (for a member search in the Network tab)
    data exported (the copy ID) to a CSV file when exporting physical items
    the item list presented when selecting Bind Items from the List of Items page
    the Manage deleted repository page

    For more information see:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/050Inventory/040Managing_Physical_Resources#Working_with_the_List_of_Items

  16. Requestable by Campus Affiliated Patrons Only

    We have an idea to reduce Transit Time: We whish to be able to limit physical items to be requested by campus affiliated patrons only.

    This means that e.g. books in a specific collection in a specific library, is only requestable by the patrons affiliated with that specific library.

    Explanation:
    Our most requested physical items is in the Compulsary Readings Collection. This collection consists of identical titles, and every campus library has this collection. The items are requested a lot, and by patrons on all campuses.
    Result: These items fly back and forth between campuses, and spend lot of time…

    242 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Fulfillment  ·  Admin →

    Request, loan and booking fulfillment unit rules now have the option to define a rule that applies only to patrons of a given campus to enable limiting resources to students of the same campus only. The Patron Affiliated Campus rule appears in the input parameters of the Fulfillment Unit Rules Editor.
    For more information please see November Release Notes at:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201911BASE

  17. Authority jobs & authority control task list - ability to exclude certain categories of records from authorisation

    Some records are necessarily brief and are not fully catalogued, for example records for Resource Sharing requests, and new records for items that are On Order and haven't yet been catalogued. We would like to exclude such records from the authority linking process and from the Authority Control Task List, to ensure that the Task List only includes records that we really do need to check. If the authorisation process could be configurable to allow us to exclude categories of records, the Task List would be a much more usable feature in Alma.

    241 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)

    The Authority Control task list is used to monitor and manage the authority control process in relation to the institution’s bibliographic records. It is now possible to facet authority control messages related to bibliographic records that are linked to the Community Zone, which is helpful when you do not want to monitor the authority control process for these records. See Using the Authority Control Task List for more information.
    Ability to define events that should be reported separately is planned and will be supported in future release.

  18. Ability to sort Resource Sharing borrowing requests and lending requests by Request Date

    Currently, the 'Created borrowing requests' list is sorted alphabetically by title. It would be really useful, for when we have a large number of requests, to be able to also sort it by request date.

    233 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  19. Show partner in lending request list

    It would be a nice extension to add a field that shows active partner as in the borrowing request list
    This would result in a lot less clicking on the edit button.

    226 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  20. Improved claiming functionality for resource sharing

    There is a need for improving claiming functionality in resource sharing. When items are borrowed by library A from library B, it should be possible for library B to automatically claim library A when lending requests are overdue.

    More details in attached file.

    224 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
← Previous 1 3 4 5 12 13
  • Don't see your idea?

Feedback and Knowledge Base