Alma

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  1. Increase the 10MB email attachment limit for digitization requests

    Currently the limit for email attachments when filling digitization requests is 10MB. We would like institutions to be able to choose their own limit that suits their own institutional email policies (e.g. Otago's attachment limit on their email server is 30MB). Other institutions may wish to have a lower limit so it should be possible to set a limit that is appropriate up to a maximum value that can be supported by the Alma email infrastructure. Our staff frequently bump into the 10MB limit which leads to them cancelling digitization requests in Alma and then manually emailing the attachment to…

    601 votes
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    As stated in the comment for this idea, we understand the need to have a file uploaded in various sizes so we will handle this as part of the “ship digitally” option as an alternative to the actual attachment of the file.
    “Ship digitally” will send a link to the email recipient which will enable them to download the attachment. see more information here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/040Resource_Requests/070Digitization_Processing#Attaching_Digitized_Items_to_Be_Sent_to_a_Patron

    Although you specified that your request relates to file attachments, our proposed solution is to increase the file sizes of those attachments which are sent via a link. Here is the idea exchange which relates to this:

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/35142943-document-delivery-10-mb-attachment-limit-too-sma

    Thanks,
    Noam.

  2. Title-level request and item-level request

    Currently it is only possible to configure either item-level-requests OR title-level requests in Alma for Primo . We request the possibility to configure title-level-requests in the terms of use when specific parameters are met, for example when all items are located in a certain location.

    255 votes
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    Hi,

    Alma Fulfillment manages requests as title level, which is the easiest requesting option for the patrons. The request form allows to specify specific required terms of use or material types. If there are specific items that should be requestable on the item level, Alma expects their unique attribute to be described in the Description field. That will make them requestable at the item level.

  3. way to report in Analytics for the POL Note

    Need the ability to report in Analytics for the POL Note. We would like to be able to pull a report for POLs which have a note.
    The only POL note that I can find in Analytics is the Note to Vendor but the notes we are adding are not in this field.

    222 votes
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    16 comments  ·  Analytics  ·  Admin →

    Due to the nature of the POL notes, specifically that they are free text notes with virtually no limit to size or amount, this must be declined.
    These types of fields are not what Alma Analytics is designed for and putting them into the ETL (Extract Transfer Load) from Alma to Analytics would have adverse effects on performance. Thank you in advance for your understanding.

  4. Reporting PO Line Notes

    Currently, there no option to report PO Line Notes in Alma Analytics. Given the possibility to add many and various Notes to each PO Line, this seems a valuable opportunity missed.

    Could other Alm users make use of this reporting option too?

    Regards

    Wayne

    177 votes
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    declined  ·  11 comments  ·  Analytics  ·  Admin →
  5. Calculation of due date for recalled lending requests should be consistent with fulfillment loan recalls.

    When setting recall period on a fulfillment loan to "No recall due date", the original due date is kept, while renewal of the recalled loan is blocked.

    For some reason, a different logic is applied to lending requests. Setting "No recall due date" as the recall period policy for lending requests, results in the due date being set to the date of the recall. The result is unpredictability for the borrower.

    We propose that that these two very similar workflows are better alligned and that setting "no recall period" for recall should result in no change to the due date…

    174 votes
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    The lender’s recall options are:

    • Not to recall requested items. This can be done by removing the recall option from the relevant workflow profile.
    • To recall requested items. The new due date will be set as per the recall due date policy.

    In either case, a the borrower request to extend the loan of an item that has been requested by a patron on the lender side will be rejected.

    The only functional implication of recalling without change in due date is the notification to the borrower that the item may no longer be renewed (which is the case anyhow). Do note that a lender’s item may be nonrenewable for any lender internal reason that the borrower may not be aware of.

    The complexity of built-in configuration support for this option (i.e. not via the mentioned workaround) is probably beyond the functional benefit.

    Moshe

  6. Resource Request Monitoring - partner information missing for Lending requests on hold

    When a Lending request is put on hold, the partner information is not visible in the Resource Request Monitoring list. This makes it impossible to check which place in the queue a lending request has.
    We would like the Requester field to to display partner information and be added to lending requests in the Resource Request Monitoring display.

    Please see attachment for screenshots.

    171 votes
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  7. Add Vendor contact details to Analytics

    We would like to be able to report on the Vendor contact fields of address, phone and email in Analytics.

    148 votes
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    declined  ·  12 comments  ·  Analytics  ·  Admin →
  8. Ability to report all MARC tags and subfields in bibliographic, holdings and authority records

    I can no longer vote for the originally posted idea with this title, as it has been marked as "Already supported"

    I would, however, argue that creating sets in Alma and MARC export capability is NOT the same as reporting capability. Please reconsider this suggestion.

    We need this functionality in ANALYTICS in order incorporate the data (i.e. to append notes from the holding record to a shelf list report, or to limit results by something in the fixed fields) efficiently into our reports.

    138 votes
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    declined  ·  7 comments  ·  Analytics  ·  Admin →
  9. Change Repository Search "Contains" to drop-down to enable searching "Contains Phrase", "Starts With", and "Equals"

    In the repository search simple search, the only search operator you can use when searching available indexes is contains (e.g., FIND all titles WHERE title CONTAINS ____.

    We would like to request that the CONTAINS operator be turned into an advanced-style dropdown menu to enable searches like this:

    FIND all titles WHERE title CONTAINS PHRASE
    FIND all titles WHERE title STARTS WITH

    FIND all titles WHERE title EQUALS _____

    In many cases, an advanced search is not required, it is simply the contains operator that needs to be modified, and performing an advanced search just to modify the contains operator…

    136 votes
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  10. Add "Print Slip Report" action to the "Resource Request Monitoring" screen

    The Print Slip Report function is currently available from the "Pick Up Requested Resources" and "Resource Sharing Lending Requests Task List" screens. But when a hold is placed on an item that is checked out, the returning item is automatically placed on hold and the request bypasses the "Pick Up Requested Resources" screen and shows up on the "Resource Request Monitoring" screen as "On Hold Shelf". But the Print Slip Report is not available here. It does need to be available here, as well.

    "Print Slip Report" is a different action than "Print Slip." The Print Slip Report is a…

    121 votes
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    Hi,

    The request monitor page is not intended to be the routine working space, but rather be an interface that allows searching and fining specific requests to query about their status, and run some specific actions (such as cancel). The routine work on the requests list is intended to be done via the task lists.

    Thanks,
    Moshe

  11. Improve Booleian searching in repository by including 'not' option

    Currently there is no option to use a 'not' function in a repository search, there is only 'and' & 'or'. The ability to exclude certain records from a search is vital to enable correct records to be isolated for editing/updating. Not having the 'not' option makes it very difficult to narrow down results.

    102 votes
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    declined  ·  Dana Sharvit responded

    In addition to our Product Manager Moshe Shechter’s comments on this idea of a few months back, we would like to add the following:
    Alma’s search indexes have been designed and built to provide a whole new set of possibilities for searching for inventory based on the full set of bibliographic details and indexes. As a result of this combined enriched bibliographic and inventory search index, certain queries which retrieve the bibliographic titles but also use inventory indexes, can lead to non-intuitive results when used in conjunction with NOT operations. An example of this is the search for titles that don’t have items in library A. If a title has items in library B and in library A, it will still be retrieved. This is a correct result as there is an item that matched the search query, but it is not intuitive to the staff user.

    Ex Libris will…

  12. Improve publishing to PubMed to give a single coverage statement for all portfolios active for the same title

    The Publish to PubMed publishing profile outputs an xml file giving details of ejournal coverage per title. Where we have multiple active portfolios for a title, the output contains a set of "or" queries with the coverage for each portfolio, and these often overlap or duplicate each other. NLM will no longer accept files with these duplications and overlapping coverage statements and instead require a single coverage statement for each ISSN in the file.

    Please add to the publishing profile the option to merge the various coverage statements to give a single start and end date per title that reflects…

    69 votes
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    NLM PubMed Library LinkOut tools supports placing the library link resolver icon on every PubMed citation therefore PubMed no longer supports uploading the library holdings to PubMed.

    For more information about how to setup PubMed Outside Tool to place a link on every PubMed record please see: https://www.ncbi.nlm.nih.gov/books/NBK3803/#related.Outside_Tool.

    Due to the above Publishing to PubMed is deprecated and will not include any improvements.

  13. Analytics - column properties

    Let the default for Column Format / Value Suppression be set as "Repeat" instead of "Suppress" for most data points. I often export my results to Excel and have to go into each data point to set it to Repeat. Having this as a default setting (or even a default toggle) would be helpful.

    64 votes
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    3 comments  ·  Analytics  ·  Admin →

    Certain aspects of the OBI (Oracle Business Intelligence) which is used by Alma Analytics can be changed from the default as it is supplied with Alma. Certain aspects however remain in the default state as supplied, and will not be changed as supplied with Alma Analytics. For various technical reasons beyond the scope of an Ideas Exchange answer the default column format value will not be changed from “suppress” to “repeat”.

  14. Setting to default when only one Loan Period Policy

    When placing a request for an item with only one Loan Period Policy, It would be more intuitive and friendly if it would be the default option so the patron shouldn't have to open the drop down and choose the only available option.

    54 votes
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    Setting the default Loan Period Policy would mean that the request must be fulfilled with that loan policy. That would mean that if there is a change in the items’ policy the request will be automatically cancelled. This may not be a desirable result.

    If the patron really wants the request to be fulfilled only with the selected loan policy, the patron is expected to explicitly select that.

  15. "Request re-indexing" option for withdrawn items

    There is a re-occurring indexing error in Alma when withdrawing items, where these items sometimes do not disappear from the Alma instance and a re-indexing job must be performed to correct it. These items often cannot be re-activated from "Manage deleted repository" and can't be interacted with. (See attachment)

    Ideally, it should be possible to request a re-indexing of the Alma-instance directly in Alma. This could be for a single record or the instance as a whole.

    51 votes
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  16. Increase Ideas Exchange votes per person to 50.

    Ideas Exchange idea to increase to 50 - there are too many good ideas that need supporting to be limited to 20.

    43 votes
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    0 comments  ·  Other  ·  Admin →
  17. Enable Individual Portfolios for Publish to PubMed Profile

    There is not a way to set up individual profiles for the Publish to PubMed Profile for individual colleges that share one Alma instance. This functionality is important and should be enabeled. Without it, patrons using PubMed will not be aware which results are available in full-text through their college's databases. The expected outcome of this improvement is that it would provide a way in the Publish to PubMed profile manager to set up individual profiles per college, like there is in the Publish to Google Scholar Profile.

    26 votes
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  18. Add timeout warning to Design Analytics module

    Currently, there is no way to know when Design Analytics is about to time out or when it has already timed out.  A timed-out screen is visually indistinguishable from a logged-in one.

    22 votes
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    declined  ·  1 comment  ·  Analytics  ·  Admin →
  19. Improve handling of OpenURL with both isbn and eisbn

    If the Link Resolver doesn’t find any services for first identifier from OpenURL, then it should search again with the second identifier instead of stopping and showing "No services available"

    15 votes
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    declined  ·  Dana Sharvit responded

    As there are no comments regarding previous post this request is declined

  20. Alter the setting for the encumbrance and disencumbrance timestamps in Alma

    Alter the setting for the encumbrance and disencumbrance timestamps in Alma from the current procedure of tying the disencumberance to the encumbrance date plus one millisecond.

    We would much prefer the timestamp to reflect the actual date the transaction took place.

    3 votes
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