269 results found

1. Default options for tasks should be configurable by the library

   I have a support case open (Case 06893601) that requests the ability to change the default option for “In-House Use”. This support case and others like it could be addressed by allowing the library to configure whether an action is the default.
   A search of the Idea Exchange for "change default" results in a lengthy list from all areas, the cumulative effect of which clearly illustrates the need for this change.

   A few examples:
   Reading Room Final Check-in
   Warning message to confirm Check-In for Shipped Items
   Release remaining encumbrance
   Metadata Editor Templates to suppress from discovery and Don't publish to WorldCat
   Linking local portfolios to CZ at the Institution level
   Quick Print

   I have a support case open (Case 06893601) that requests the ability to change the default option for “In-House Use”. This support case and others like it could be addressed by allowing the library to configure whether an action is the default.
   A search of the Idea Exchange for "change default" results in a lengthy list from all areas, the cumulative effect of which clearly illustrates the need for this change.

   A few examples:
   Reading Room Final Check-in
   Warning message to confirm Check-In for Shipped Items
   Release remaining encumbrance
   Metadata Editor Templates to suppress from discovery and Don't publish to… more

   29 votes

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2. Clicking on the 'tick' alert takes directly to the notification

   Clicking on the 'tick' on the Alert column on a reading list (in the Reading List Task List) would take you directly to the list of citations filtered to 'Any Alerts', or would open the 'Notes' tab if the notification is for a Library Discussion Note at list level.

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3. Establishment of stronger passwords for the creation of internal ALMA/Primo users

   As an universities consortium from Galicia, CISUG, we are representing three member universities. Our univesrities have a security problem in the management the keys for internal users in Alma.

   Alma's internal authentication system allows the user can create complex passwords, but this should be a requirement, not the user's responsibility as to whether they are secure or not.

   Our request is that:

   1.  ALMA enforce passwords to be at least 8 characters long, and allow the system administrator to increase that minimum. 
      

   2.  ALMA allows to force mixed case, numbers, and special characters to créate paswords. 
      

   3.  Alma checks that the password is not composed of user data (e.g. name, surname, email, etc.) that can be easily guessed or obtained. 
      

   4.  Alma checks that the password is not the same as any of the last passwords used, nor is it formed by a concatenation of them.. 
      

   5.  Alma validates the new password against a “blacklist” of passwords that are unacceptable due to being widely used, deductible or compromised (e.g. “aaaaaaaa”, “1234abcd”, etc.). 
      

   In addition, Alma shall audit the password validation process and:

   1.  Limit the number of unsuccessful access attempts, applying an incremental delay after several failed attempts (e.g. 1 minute delay after 3 failed attempts and +10 minutes for the following ones) to make it more difficult to use bot attacks.  
      

   2.  It must be able to block the system in case of reaching a set number (e.g. blocking the user after 10 failed attempts).  
      

   And as additional methods to ensure security:

   1.  Alma shall allow to automate a forced process of periodic password change (for example yearly, semi-annually, etc).  
      

   2.  Alma shall have a mechanism that allows the administrator to request a change of passwords if there is evidence that they have been compromised.  
      

   We understand that it is more complex, we believe it would be advisable that Alma allow the user to have a security method of authentication based on two-factor authentication (2FA), as offered today by most information systems (Google, Microsoft, etc.).

   With the implementation of these requirements, users would have their personal data more secure (both in terms of access to the system itself, as well as in anticipation of it serving as an entry vector for other tools), and the institutions would thus comply with the precepts of the ENS Spanish "National Security Scheme" in terms of minimum cybersecurity requirements.

   As an universities consortium from Galicia, CISUG, we are representing three member universities. Our univesrities have a security problem in the management the keys for internal users in Alma.

   Alma's internal authentication system allows the user can create complex passwords, but this should be a requirement, not the user's responsibility as to whether they are secure or not.

   Our request is that:

   1.  ALMA enforce passwords to be at least 8 characters long, and allow the system administrator to increase that minimum. 
      

   2.  ALMA allows to force mixed case, numbers, and special characters to créate paswords. 
      

   3.  Alma checks that the password is

      … more
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4. Ability to add Request Note during Scan In to Work Order Deparment

   When performing Scan In on items to a Work Order Department, we have the ability to Set Status To our congigured status options, but no ability to add a Request Note, as we have if we were creating work order requests for some other Department.
   If we want to include a Request Note (to be included on any subsequent transit letters, for example), we then have to go into each entry in Manage In Process Items, locate the request that was created by the Scan In, and input a Request Note.
   It would be great if, while setting the status during Scan In as on the screenshot I've included, we also had the option of immediately adding a Request Note.
   (At my institution, someone figure out a way to batch-apply Request Notes via API, but this is not sustainable as it relies on one or two very busy people.)

   When performing Scan In on items to a Work Order Department, we have the ability to Set Status To our congigured status options, but no ability to add a Request Note, as we have if we were creating work order requests for some other Department.
   If we want to include a Request Note (to be included on any subsequent transit letters, for example), we then have to go into each entry in Manage In Process Items, locate the request that was created by the Scan In, and input a Request Note.
   It would be great if, while setting the status… more

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5. Add the Lender's mailing address to the Resource Sharing Receive Slip Letter xml

   Adding this xml to the letter code would allow us to print the Lender mailing address on our Resource Sharing Receive Slip Letter. This would help us be more efficient by printing just this single letter at the time this item is received, as we normally would. Then, when our patron returns the item with the slip, we won't have to physically print out the mailing address, and can use the slip already enclosed in the book.

   For example, this xml info is included in the Ful Resource Sharing Request Slip letter in the following fields: "notificationdata/partnershippinginfolist/partnershippinginfo/address1" and address2, 3, 4, 5 etc. and /partnershippinginfo/city , state, and postal_code.

   With those lines, we created a mailing label for our outbound resource sharing requests to print on our pull slips, which has increased our efficiency. We're wanting to do the same with our receive letter.

   Adding this xml to the letter code would allow us to print the Lender mailing address on our Resource Sharing Receive Slip Letter. This would help us be more efficient by printing just this single letter at the time this item is received, as we normally would. Then, when our patron returns the item with the slip, we won't have to physically print out the mailing address, and can use the slip already enclosed in the book.

   For example, this xml info is included in the Ful Resource Sharing Request Slip letter in the following fields: "notificationdata/partnershippinginfo… more

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6. Add a job that can set the CDI option collectively

   We would like you to add a job to set "Activate for search in CDI" collectively for the electronic collection set of CZ.
   Also, please add a job to batch update the following CDI options for the electronic collection set of IZ.
   - CDI Search activation status
   - We subscribe to only some titles in this collection
   - CDI-only full text activation
   - Do not show as Full Text available in CDI even if active in Alma

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7. Tables need an option to clear the default value

   There are various code tables in Alma that prompt you to choose "Default Value -- Yes/No" when adding a row to the table. Once multiple rows have been added, it's possible to select one value to be the default value. However, once one value has been chosen as the default at any point in time, there is NO option to clear the default value (short of deleting the default value row which causes other problems). There are times when we don't want a default value but "Yes" was chosen by mistake when adding a new row.

   One example of this kind of table is the reporting codes for Acquisitions. We're getting a lot of "junk" data because a default value has been selected and if staff don't think to look at that field when working with the POL, the data gets left there.

   There are various code tables in Alma that prompt you to choose "Default Value -- Yes/No" when adding a row to the table. Once multiple rows have been added, it's possible to select one value to be the default value. However, once one value has been chosen as the default at any point in time, there is NO option to clear the default value (short of deleting the default value row which causes other problems). There are times when we don't want a default value but "Yes" was chosen by mistake when adding a new row.

   One example of this… more

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8. Change e-mail sender address for Collection Contribution Letter

   We have observed that Alma sends a “Collection Contribution Status Letter” for CZ contributions, which is different from the ones we can configure in our IZ letter administration. The letter that Alma sends comes from the “Alma Community Zone”, which prevents us from modifying any labels, HTML or sender addresses for these letters. This causes an issue for us because the e-mail sender is set to the Ex Libris’ default non-valid e-mail address “your.department@organization.com”. This sender address is flagged and filtered by our campus wide spam detection software.

   We do not require a personalized or customizable sender address, but we do need a valid one to avoid the spam detection. The domain “organization.com” is clearly not suitable for any production environment.

   We have observed that Alma sends a “Collection Contribution Status Letter” for CZ contributions, which is different from the ones we can configure in our IZ letter administration. The letter that Alma sends comes from the “Alma Community Zone”, which prevents us from modifying any labels, HTML or sender addresses for these letters. This causes an issue for us because the e-mail sender is set to the Ex Libris’ default non-valid e-mail address “your.department@organization.com”. This sender address is flagged and filtered by our campus wide spam detection software.

   We do not require a personalized or customizable sender address,… more

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9. Add Lender/Borrower addresses to Label code table in select Fulfillment and Resource Sharing letters

   Fulfillment letters and Resource Sharing related letters would benefit from having an easy mailing label field, to be toggled on and off in the “Labels” section for letter editing when a Library would like to add a mailing label to a letter.

   With collaboration from our Alliance colleagues, we created a shipping label directly on our Ful Resource Sharing Request letter. When we print our pull slips, a second page is automatically generated with a printed mailing label with the Borrowing Schools address information, along with information to allow our mail room to expense it to the correct fund. By adding this to the pull slip, we skip needing to print a separate shipping label later, increasing our efficiency and saving paper.

   We think this is a valuable enhancement to the use of this letter, and think it should be added as a “label” or set of labels to toggle on and off for other folks to use and not have to write the extensive coding we did. We like not having to waste paper and cut out extra steps when doing Resource Sharing.

   We also think this could be added to other letters, such as the Borrowing Receive letter, to be kept with the item until we need to mail it back.

   Fulfillment letters and Resource Sharing related letters would benefit from having an easy mailing label field, to be toggled on and off in the “Labels” section for letter editing when a Library would like to add a mailing label to a letter.

   With collaboration from our Alliance colleagues, we created a shipping label directly on our Ful Resource Sharing Request letter. When we print our pull slips, a second page is automatically generated with a printed mailing label with the Borrowing Schools address information, along with information to allow our mail room to expense it to the correct fund. By… more

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10. Ability to exclude Primo Journal Search from display logic rules

    We would like the ability to exclude the Journal Search function from display logic rules.
    Why?
    In the Primo view the limit of links is set to 25, and it cannot be reduced (which deserves another Idea....). The only way to reduce it is through the user of display logic rules.
    However, the rules also apply to the "Journal Search" in Primo, where users actually want to see all the available full text due to differences in coverage.

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11. MLM software company in Illinois

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13. Automatic Selection of Query Content Functionality

    Currently, after users input their query in the search box, they need to manually click on the content to select it. However, we aim to automate this step so that once the query is completed, the relevant content is automatically selected. Additionally, we intend to provide users with the option to toggle this feature on or off.

    The purpose of this change is to enhance the system's usability and efficiency, eliminating the need for users to perform additional actions while quickly and seamlessly querying large volumes of ISBNs or barcodes. This adjustment will make our system more user-friendly and increase user satisfaction.

    Currently, after users input their query in the search box, they need to manually click on the content to select it. However, we aim to automate this step so that once the query is completed, the relevant content is automatically selected. Additionally, we intend to provide users with the option to toggle this feature on or off.

    The purpose of this change is to enhance the system's usability and efficiency, eliminating the need for users to perform additional actions while quickly and seamlessly querying large volumes of ISBNs or barcodes. This adjustment will make our system more user-friendly and increase… more

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15. Prevent aggregation of fields in digital uploads

    When using the Digital Uploader tool in Alma to import records with MARC data, the uploader aggregates fields with the same MARC tags into a single resulting field once the upload is complete. For example, if a record has multiple 650 fields in an uploaded Excel field, the imported record in Alma has a single 650 field with all of the values that were (in the sheet) separated into different 650 fields. Per Ex Libris documentation (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/075Importing_Records_with_CSV_or_Excel_Files), “Repeating fields with the same subfields and indicators cannot be imported. When the import process encounters multiple columns with the same tag, indicators, and subfields in the input file, a single field is created with multiple instances of the repeated subfields. For example, when the input file has a single row with three columns that contain 245$a, 245$b, and 245$b, the following record record is created: 245$a main title $b subtitle 1 $b subtitle 2.”

    However, an imported result should reflect the sheet used to provide Alma with the data, and should preserve the original data form.

    When using the Digital Uploader tool in Alma to import records with MARC data, the uploader aggregates fields with the same MARC tags into a single resulting field once the upload is complete. For example, if a record has multiple 650 fields in an uploaded Excel field, the imported record in Alma has a single 650 field with all of the values that were (in the sheet) separated into different 650 fields. Per Ex Libris documentation (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/075Importing_Records_with_CSV_or_Excel_Files), “Repeating fields with the same subfields and indicators cannot be imported. When the import process encounters multiple columns with the same… more

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16. Homepage Notifications Order adjustable

    It would be great if you could change the order of the homepage notifications. This option is already available in many areas.

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17. Bulk update letter labels

    The system should have an ability to bulk update all letter labels in a single place. It is especially important after a premium sandbox refresh that you would want to update Email subject or From address to show that email is coming from Sandbox but not from Production. The current system has ability to export labels per letters but it is too tidious to export labels for over a hundred letters. It can also be used to keep track of changes by exporting labels.

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18. Troubleshooting/business intelligence: Make authentication method field useful (searchable in Alma, reportable in Analytics, customizable)

    We need business intelligence about the big picture of which authentication method we use for each eresource.

    There is an "Implemented Authorization Method" field in the vendor interface record but this data is only available by drilling down into the vendor record, and to those users with appropriate permissions. It's essentially invisible; there is no way to expose this data: it's not a searchable field in Alma, it's not a queryable field in Analytics, and it's not available through the APIs. The values are also not customizable but do not encompass the real life categories we need.

    why?
    1) troubleshooting: we want a way for staff to see how a resource is authenticated so that they can effectively troubleshoot at the point of need with patrons

    2) trends: we want to understand what proportion of our resources use which kinds of authentication methods and how that is shifting over time in order to plan (staffing, outreach, costs, infrastructure)

    3) we want the drop down choices to be customizable. They do not currently encompass all the authentication methods we have implemented/that vendors require.

    Here, https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/090Acquisitions_Infrastructure/010Managing_Vendors#Editing_Vendor_Interface_Information I see "Much of the information you enter here is for informational purposes only, and has no effect on Alma's functionality. "

    The documention states that the Implemented Authorization Method dropdown is not editable: "Method of authorization. Possible values are:
    Empty, Certificate, IP address, IP address + password, Other, Password, Script, Unrestricted. These values are pre-defined by Ex Libris."

    We need to be able to expose, analyze, and make available on the fly in support of use cases.

    We need business intelligence about the big picture of which authentication method we use for each eresource.

    There is an "Implemented Authorization Method" field in the vendor interface record but this data is only available by drilling down into the vendor record, and to those users with appropriate permissions. It's essentially invisible; there is no way to expose this data: it's not a searchable field in Alma, it's not a queryable field in Analytics, and it's not available through the APIs. The values are also not customizable but do not encompass the real life categories we need.

    why?
    1) troubleshooting:… more

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19. Add sync option to Alma sandbox environment

    Could we add a 'Sync' button on each configuration page to apply changes from the sandbox environment to the production environment?

    This would be beneficial for modifications like CSS changes, terms of use, fulfillment rules, mapping, etc., and it would reduce the risk of human error during the transition.

    Also, having a sync option from the production environment into the sandbox environment would be great for troubleshooting possible issues.

    Thanks.

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20. Create a "sticky note" widget for individualized staff notes.

    It would be helpful to have a "sticky note" type widget available on the Alma homepage so that staff could record personalized ideas/instructions/reminders to themselves about Alma-specific work.

    The simplest version could just be a plain text box where staff could add/delete text as desired. A fancier version could allow for multiple notes to be created, storing them each with a title and create date and listing them all in the Widget.

    If we get really crazy there could be a setting to enable the user to choose whether the note is a public note (for all other Alma users at the institution) or a private note. But I would be happy for the simplest of options--just a text box to jot down notes that will always be there when I login to Alma.

    It would be helpful to have a "sticky note" type widget available on the Alma homepage so that staff could record personalized ideas/instructions/reminders to themselves about Alma-specific work.

    The simplest version could just be a plain text box where staff could add/delete text as desired. A fancier version could allow for multiple notes to be created, storing them each with a title and create date and listing them all in the Widget.

    If we get really crazy there could be a setting to enable the user to choose whether the note is a public note (for all other Alma users… more

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