45 results found

1. Ex Libris should provide the option to place a call and/or online chat with their support team

   We are disappointed with the technical support service provided by Ex Libris. We strongly believe that Ex Libris should provide customers with more effective, prompt and interactive service.

   There should be an option to call or chat online in real time with a support person who has a sound understanding of the product in question. This would be in line with all system vendors we have previously dealt with.

   We appreciate that there will be some issues that are designated as bugs or enhancements and will require more in depth investigation. However, a direct call/chat option with a properly trained support analyst would quickly and efficiently separate these issues from more general product queries. We are aware that there are many call-logging options used widely by other companies, such as FastCall, TenFold and RingDNA, which can be used to allow customer calls/chats to be registered directly in Salesforce. We believe that Ex Libris should implement this improvement as soon as possible.

   Please vote to show your support for this idea and feel free to add comments relating to your experience of this issue.

   We are disappointed with the technical support service provided by Ex Libris. We strongly believe that Ex Libris should provide customers with more effective, prompt and interactive service.

   There should be an option to call or chat online in real time with a support person who has a sound understanding of the product in question. This would be in line with all system vendors we have previously dealt with.

   We appreciate that there will be some issues that are designated as bugs or enhancements and will require more in depth investigation. However, a direct call/chat option with a properly trained… more

   780 votes

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   Completed  ·  Dana Moshkovits responded

   Staff users who have been assigned chat permissions can now chat with our Support team regarding the following types of Alma and Leganto issues directly from within the Alma management interface:

   Simple how-to questions and configurations
   Behavior and general inquiries
   Known issues

   For more information see Alma March release notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes

2. Fines in Grace Period should let users decide to calculate or not.

   According to the policy that our institution laid down, Fines in Grace Period shouldn't be calculated.

   If overdue fines count $5 a day and grace period value is 3, then patron returned an item in 4th day after due date, the patron should pay only $5.

   But in Alma, we cannot set grace period that won't calculate fines. Hope to add this function to let users decide grace period fines calculate or not and make alma more flexible.

   418 votes

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   Completed  ·  Dana Moshkovits responded

   As of July release the grace period can be set to not be included in the fine period at all.
   For more information please see Alma release notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

3. comment/note field for configurations

   A comment or note field for configurations would be incredibly helpful in general, but the current pandemic has highlighted the need for a way to easily track the reasons behind changes. This would keep the notes in the places where they'd be seen by the people working on the configurations, rather than us having to track things in a separate place.

   All of the fulfillment configuration menu would benefit from this ability when short-term or emergency changes are being made. But it would also be good in places like: Letters; DARA recommendations; and all Other Settings areas. These are places that we might only touch once a year or less, so it would be helpful to know why X was deactivated, or who asked for Y change in wording.

   A comment or note field for configurations would be incredibly helpful in general, but the current pandemic has highlighted the need for a way to easily track the reasons behind changes. This would keep the notes in the places where they'd be seen by the people working on the configurations, rather than us having to track things in a separate place.

   All of the fulfillment configuration menu would benefit from this ability when short-term or emergency changes are being made. But it would also be good in places like: Letters; DARA recommendations; and all Other Settings areas. These are places… more

   334 votes

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   Completed  ·  AdminDana Moshkovits (Admin, Ex Libris) responded

   Alma now incorporates a comment/note field to the code table configurations, including Mapping tables and Rules pages.

   For more information please see Alma November Release Notes

4. Swedish Characters (Case nr 00794172 Swedish Film Institute)

   Apparently, since Alma and Primo are indexed differently, if you have chosen Scandinavian characters during implementation, Alma cannot handle searches on, for example, French accents. Works in Primo, but not Alma.
   Obviously, for us Scandinavian customers this is problematic. There is a risk that both staff and patrons end up with faulty search results.
   Andrew Christison, Customer Success Manager, promised to look into this on our behalf but also suggested we make an Idea Exchange for this issue.

   309 votes

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   Completed  ·  Dana Moshkovits responded

   As of July release the handling of Scandinavian characters was enhanced. For more information please see Alma July release notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alm

5. Configuring different sender e-mail addresses (SMPT-envelope-from) for one letter-type

   For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

   Actual situation in Alma:
   When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
   When an E-Mail is send manually by a staff member (e.g. conversation letter, also used for claims to vendors) Alma takes the SMTP-envelope-from value from the definition in the settings for “preferred E-Mail-Address” of the acting staff member.

   Suggestion:
   ALMA already allows the definition of up to 5 E-Mail-Addresses of different types for each department or library (primary, billing, shipping, claim response, patron communication). Unfortunately these types can be used only as output-values in the letter-content (=text), but not as actual SMTP-envelope-from addresses. This function could be extended as follows:
   When E-Mails are send from a job or manually by a staff member, the values “from” and “Reply-to” in the SMTP-envelope section should be taken from a specific E-Mail-Address in the contact-definitions of the department (e.g. preferred). If no E-Mail-Address is defined in the concerning department the E-Mail-Address of the library and (if none defined) at least the E-Mail-Address of the institution should be taken (or even the value from „General Configuration - Configuration menu - General Configuration - other settings - envelope-from”).
   This improvement would give the whole system more flexibility not only for Acquisition-departments.

   (This is in addition to Ners request ID 5184)

   For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

   Actual situation in Alma:
   When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
   When an E-Mail is… more

   264 votes

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   Completed  ·  Dana Moshkovits responded

   When sending patron notices from a library, the library's 'Circulation Communication' address will be used as the reply to address on the email. For more information see video at https://youtu.be/bFfopLgjEN4'

6. Add parameters to control anonymization of requests, resource sharing and fines

   We'd want to be able to control the anonymisation of requests, resource sharing requests and fines and fees in a similar way to loans. In particular we'd like to be able to set a parameter for days since user expiry and since the request or fine was complete.

   This would allow us to create a clear policy for anonymising and purging data in Alma so that all data was treated in the same way i.e. could say that all data was anonymised or purged X number of years after user left. It would also allow us to be confident that we are only anonymising data that we no longer need.

   We'd want to be able to control the anonymisation of requests, resource sharing requests and fines and fees in a similar way to loans. In particular we'd like to be able to set a parameter for days since user expiry and since the request or fine was complete.

   This would allow us to create a clear policy for anonymising and purging data in Alma so that all data was treated in the same way i.e. could say that all data was anonymised or purged X number of years after user left. It would also allow us to be confident that… more

   262 votes

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   Completed  ·  Dana Moshkovits responded

   As of July release you can define rules for all anonymization types, not just loans.
   For more information please see Alma release notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

7. Persistent search box to display recent searches for all search types eg. PO line

   Currently the persistent search box only allows re-running a recent repository search in the recent history drop down. It doesn't remember recent searches for other types eg. Order line, Users, Vendors etc. It would be very useful to remember these searches as many people work in different areas that don't use repository searches that often, but perform other searches.

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   183 votes

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8. Export slips to PDF

   Currently, Alma only allows exporting slips to Excel or "printing" to an email address. Please please add an option to export to PDF, using similar output that gets sent to a printer. Seems like it would be easy to add, and would be immensely useful.

   Jeremy Kurtz
   Arizona State University

   171 votes

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   Completed  ·  AdminNoam Fass (Product Manager, Ex Libris) responded

   Using the ‘Quick Print’ functionality users have the option to print to PDF.

9. Ensure sample xml is available at the same time new Alma letters are released

   When new Alma letters are released it would be super helpful if:

   • The sample xml file is added to the zip file here  https://developers.exlibrisgroup.com/blog/alma-letters-xml-samples-for-working-on-xsl-customization to coincide with the Sandbox release

   • Release notes include a link to the post on the developers network

   Even better would be if the sample could be downloaded from within Alma letters configuration

   LettersDefault.xml which is currently downloadable in Alma is a generic xml which cannot be used for customisation. Some letters require a scheduled job to be run (these are disabled on Sandbox by default) making it inconvenient to generate a letter in the system which could then be added to the Preview tab.

   When new Alma letters are released it would be super helpful if:

   • The sample xml file is added to the zip file here  https://developers.exlibrisgroup.com/blog/alma-letters-xml-samples-for-working-on-xsl-customization to coincide with the Sandbox release

   • Release notes include a link to the post on the developers network

   Even better would be if the sample could be downloaded from within Alma letters configuration

   LettersDefault.xml which is currently downloadable in Alma is a generic xml which cannot be used for customisation. Some letters require a scheduled job to be run (these are disabled on Sandbox by default) making it inconvenient to generate a letter… more

   91 votes

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   Completed  ·  Dana Moshkovits responded

   As of of Alma May Release when configuring letters, users can make use of out-of-the-box XML examples. These examples were now enriched to provide more detail that can help uses to customize the letters.
   For more information please see Release Notes:

   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202105BASE

10. Add a print test page option to printer action menu

    It would be great to have a simple way to test Alma printers, rather than having to go through a workflow to print something out. I think a good place for this would be on the action menu for each printer.

    89 votes

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    Completed  ·  AdminDana Moshkovits (Admin, Ex Libris) responded

    Alma has incorporated a Test option on the Printer configuration page  that enables users to send a test HTML to the printer to verify that the printer is operational with Alma.

    For more information see August Release Notes

11. DKIM for institutional domain

    Allowing DKIM creation for institutional domains. Currently, ExL cannot generate DKIM keys for those institutional domains and allowing us that option will better serve our patrons.

    79 votes

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    Completed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Ex Libris platform products now support DKIM digital signature for outgoing emails.

    
    

    For more information see the online help page in addition to a Developers Network technical blog Outgoing emails configuration

12. Less Scan In operations

    Despite the fact that Work Orders (WO) can be linked to a Circulation Desk, working with Work Order Departments and Circulation Desks in a same session can still cause many Scan In operations for the staff.

    There might be indeed several scan-in operations before an item becomes finally indicated as available (on shelf) on Alma/Primo. This is particularly the case for smaller libraries or library branches when most of the operations are made in the front office, at the library desk itself.

    We would like to reduce the number of scan-in operations so that for example at the end of an acquisition WO (receiving process fully completed) or when a digitization request has been completed (email sent to requester), the item becomes automatically available again (on shelf) without scanning in again the item (under Fulfillment > Resource Requests > Scan In Items). This option should be configurable at the library level (not at the institution one); this would allow flexibility in working with Work Orders for libraries and could significantly reduce the number of Scan In actions at a same desk.

    Despite the fact that Work Orders (WO) can be linked to a Circulation Desk, working with Work Order Departments and Circulation Desks in a same session can still cause many Scan In operations for the staff.

    There might be indeed several scan-in operations before an item becomes finally indicated as available (on shelf) on Alma/Primo. This is particularly the case for smaller libraries or library branches when most of the operations are made in the front office, at the library desk itself.

    We would like to reduce the number of scan-in operations so that for example at the end of… more

    70 votes

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    Completed  ·  Dana Moshkovits responded

    As part of the November release you can now set relation rules between libraries so that transit for reshelving will not be required between certain libraries, departments, and circulation desks. This reduces redundant work effort by not automatically putting items in transit for reshelving when the libraries are close to each other. This does not affect other transit types, such as hold shelf, work order, and processing.
    A new link, Reshelve Without Transit Rules, is now available in the Fulfillment configuration menu. By default, a rule is created with no input parameter and an output parameter set to false to maintain current functionality.

    for more information see: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Library?mt-draft=true#Configuring_Reshelve_Without_Transit_Rules

13. Upgrade internal XSLT processor

    Copied from https://ideas.exlibrisgroup.com/forums/308179-rosetta/suggestions/31088020-upgrade-internal-xslt-processor

    Currently ALMA seems to accept only XSLT 1.0 syntax for XSLT custom letter configuration files. This means we are deprived of the many goodies of XSLT 2.0 and 3.0:

    • strong typing and XSD types
    • XPATH 2.0 sequences
    • XSL functions
    • range variables
    • regular expression matching and grouping
    • URL encoding and decoding
    • better value comparison

    EXSLT 1.0 is not supported either, so whenever I try to do something more intelligent that some simple markup and string replacing, I hit the limits of XSLT 1.0. Trying to make decisions in your XSLT based on element values without regular expressions is a big PITA - if possible at all - and leads to huge XSLTs that nobody can read afterwards, not even the author.

    And don't get me started on the nice things that XSLT 3.0 provides like JSON, attribute and text value templates, dynamic evaluation, packages and tons of extra/enhanced XPATH 3.0 functions.

    Copied from https://ideas.exlibrisgroup.com/forums/308179-rosetta/suggestions/31088020-upgrade-internal-xslt-processor

    Currently ALMA seems to accept only XSLT 1.0 syntax for XSLT custom letter configuration files. This means we are deprived of the many goodies of XSLT 2.0 and 3.0:

    • strong typing and XSD types
    • XPATH 2.0 sequences
    • XSL functions
    • range variables
    • regular expression matching and grouping
    • URL encoding and decoding
    • better value comparison

    EXSLT 1.0 is not supported either, so whenever I try to do something more intelligent that some simple markup and string replacing, I hit the limits of XSLT 1.0. Trying to make decisions in your XSLT based on element values without regular expressions is… more

    37 votes

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    Completed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    As of Nov 2022, it is possible in Alma to use functions in XSL version 3 or lower for letters configuration. See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2022/Alma_2022_Release_Notes?mon=202211BASE

14. Make the Manage Sets table sortable

    Most institutions make heavy use of Sets functionality, but there are basic UI improvements that would save time and effort. One would be to make the "Manage Sets" table sortable by the column headings that are not currently sortable:
    Active
    Type
    Content Type
    Created By
    Creation Date

    32 votes

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    Completed  ·  Dana Moshkovits responded

    As of Alma June Release you can:
    sort the list of sets by any of the existing fields.
    filter the list of sets by content origin
    for more information please see Alma June Release Notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202106BASE

15. Customize display settings

    Parts of Alma are difficult to read. I would like to see more space between lines of text, more contrast between font colors, larger type, etc.. It would be nice if each user could customize their display settings.

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16. Option to disable confirmation messages (not of deletion actions)

    That will be great if there will be an option to disable the confirmation messages when performing actions that are not of deletion (see attached image).

    •  

    25 votes

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    Completed  ·  Dana Moshkovits responded

    The confirmation message “The description may need to be updated as well (using the generate button)” was improved to only show when relevant fields were changed and the description was not generated or updated manually. Customers who never require a reminder for updating the description are able to disable it completely.

    For more information please see Alma May Release Notes

17. Alma should work on Mac Safari

    Currently, the Mac OS Safari browser is not supported for Alma (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_–_General_Information/010Browser_Requirements)

    Furthermore, until the February 2018 release, Safari has successfully worked in Alma without problem, going back at least until late 2014. However, with the February 2018 release, you now get the endless spinning blue line when loading several pages, such as the User search results screen.

    Safari is supported by Primo: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/New_Primo_User_Interface/010Frequently_Asked_Questions#Browser_and_Device_Support

    Safari is supported in SalesForce: https://help.salesforce.com/articleView?id=getstart_browser_aloha.htm&type=5

    While Safari has a small market share, it is the default web browser for Macintosh computers, which are heavily used in education. To be unable to use Safari for Alma means those users are forced to add a second web browser just for using Alma.

    Using Alma in Mac Safari should work as well as using it in Mac Chrome or Windows IE/Chrome.

    Currently, the Mac OS Safari browser is not supported for Alma (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_–_General_Information/010Browser_Requirements)

    Furthermore, until the February 2018 release, Safari has successfully worked in Alma without problem, going back at least until late 2014. However, with the February 2018 release, you now get the endless spinning blue line when loading several pages, such as the User search results screen.

    Safari is supported by Primo: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/New_Primo_User_Interface/010Frequently_Asked_Questions#Browser_and_Device_Support

    Safari is supported in SalesForce: https://help.salesforce.com/articleView?id=getstart_browser_aloha.htm&type=5

    While Safari has a small market share, it is the default web browser for Macintosh computers, which are heavily used in education. To be unable to use Safari… more

    24 votes

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    Completed  ·  Dana Moshkovits responded

    
    

18. Letters Configuration page should be sortable and searchable

    I like the new Letters Configuration and Components Configuration pages; they've simplified the letter customization work I am doing for our two libraries.

    However, the Letters Configuration page is a bit too unwieldy... requiring a lot of paging and scrolling to find a specific letter.

    Please consider making this page sortable by clicking the column headers, and if it's not too difficult, maybe even searchable?

    21 votes

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19. Add sorting option to course reserve when editing a list

    This enhancement request was lost from the Alma roadmap for over 2 years (supposed to be in the May 2013 release), but we'd like to be able to sort the contents of reading lists by common fields like title, call number, author etc.

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    Completed  ·  Dana Moshkovits responded

    Added as part of Alma Ocober 2018 Release

20. Option to increase number of results displayed in Alma

    It would be really helpful if we could choose how many results to display in various areas of Alma such as e-resource collections/portfolios, jobs, etc. Currently only 20 results display at a time. Perhaps you could give users the option of displaying 10, 20, 50, 100, 250? I realize that many search results can be exported to Excel but it would be nice if we could choose to display more within the Alma interface.

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    Completed  ·  Dana Moshkovits responded

    As of November release you can now select the number of results appearing on any list of results (previously, only a few lists had this feature). For some lists, the range is between 10 and 50 results. For other lists, it is between 20 and 100 results.