Alma
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1880 results found
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Add ability to reorder Description Template Setup Rules using drag and drop
The Description Template Setup Rules list must continually be reordered, since the first (sequentially) rule for which the enum/chron combination meets all criteria is used for the description, even if the enum/chron would more exactly meet a later rule. Regardless, is is also helpful to order the list so that similar rules are grouped together, so reordering would desirable as rules are added or removed.
Currently, the only way to reorder the list is to move a selected rule up or down in the list, ONE PLACE AT A TIME. This is time consuming and inefficient.
Please add the ability…
199 votes -
Stop the practice of showing funds for 'in review' invoices as expenditure.
Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.
Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:
We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the export.…
198 votes -
Blocking borrowing requests on books published within the last year
With an active automatic rota for books, borrowing requests sent from Primo to Alma are automatically sent to partner. This applies for books published within the last year as well. Before we activated the autoROTA, we would usually change most of these borrowing requests into purchase requests and place the patron on a waiting list.
New books requested by a patron are often items we want to purchase ourselves, and not spend money on borrowing from our partners in addition. With the autoRota there is no way for us to block these borrowing requests from being sent.We would like…
198 votesHi,
We’re thinking along the lines of enabling rules that will automatically turn resource sharing requests to purchase requests based on criteria such as:
- Requester User Group
- Copyright related block
- Publication Date within time
- Request failure Yes\No → This will enable to set the rule to work when the request is created or when it is rejectedThe rules output will have options to either create purchase request in addition to the resource sharing one or cancel the resource sharing request and create purchase request instead.
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Purchase Request Library management in User records
A new multi-selection field, Purchase Request Library, was added to the User Details page with the June 2018 release. If one or more libraries are defined for a user, the user may create purchase requests only for the listed libraries. If no libraries are defined, the user may create a purchase request for any library.
But managing Purchase Request Libraries in user records can only be done record per record; there is no possibility for batch processes.
Currently, there is no option:
- to add or remove a Purchase Request Library with the Update/Notify Users job;
- to add or…198 votesThe Purchase Request library will be supported vi SIS/API and user update job, just as the Resoruce Sharing library is.
We’ll also look into making the Purchase Request and the Resoruce Sharing library be searchable in the users advanced search option.
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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 votesThe 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.
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Display Logic: shared NZ choices in IZ
Currently, the Display Logic settings are limited to IZ resources only; they do not allow choices for resources that are shared from the NZ among several institutions.
For example, my library offers unmediated CCC document delivery for certain Wiley titles we don't subscribe to. So when I set the display logic rule, it should be "Hide service Full Text with Electronic collection = CCC Get It Now Wiley if exists service Full Text with Electronic collection = Wiley Online Library." However, because the Wiley Online Library ecollection is shared in the NZ for my consortium, it will not appear as…
196 votes -
"Maximum renewal date" should be viewable on Alma
"Maximum renewal date" should be viewable not only Primo, but Alma. Patron can see his/her "Maximum renewal date" by him/herself, but staff can NOT check it.
192 votesThis will be done as part of the new circulation desk UI, see https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap/Workflow_Simplification#Circulation_Desk_Redesign, planned for General release in November 2024
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More easily edit/delete POL templates
We would like to be able to more easily update our POL templates. As far as I can tell, you need to create a new order, make adjustments in the POL, and then Save As Template - overwriting the old template. There should be an easier process.
190 votes -
No Auto-Send of Activity Report Letter
The Activity Report letter automatically tries to send when “Renew Selected” and “Renew All” are selected in Alma Patron Services. This is problematic for a few reasons:
The letter is triggered even when the letter is disabled in Letter Activity configuration. It generates a ‘fail’ message for staff.
The letter slows down processes dramatically depending on how many loans are attached to the account.
A workaround is to use the letter opt-out functionality, but we'd have to continually update all of our users with the opt-out in order for this to work well for us.
I would like to see…
187 votes -
Please add more fields to the 'Receiving Items List'
Acquisitions --> Receive --> Continuous (orders) --> Manage Items
We would be happy to have additional fields in the 'Received Items List':
- Internal note 1
- Internal note 2
- Internal note 3
- Public noteOur colleagues in the Serials Department use Item Notes to document vendor responses (of reminded issues) or for notes that only concern individual issues. Having these information already displayed in the list without additional clicks would make their daily work much easier.
Since display in the "Manage Items" list is configurable, each customer can decide for herself/himself which fields she/he would like to…184 votes -
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.180 votesHi,
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 -
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.
178 votes -
May release : deletion of empty holdings.
Dear all
the May release introduced a change concerning the deletion of empty holdings:The 'Delete Holdings' link in the 'List of Holdings' page, which was formerly visible to users with the 'Physical Inventory Operator' role, is now visible only to users who have the 'Physical Inventory Operator Extended' role.
This change is a problem because not all the operators can have the physical Inventory Operator Extended role: this role allows operators to delete copies and it is quite dangerous.
It would be better for us that operators with the physical inventory role keep the permission to move copies from…177 votes -
Allow batch deletion of user notes
It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.
There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…
177 votes -
Job for copying the configuration from the production environment into the Standard Sandbox
Making testing and training in an Alma Standard Sandbox based on Ex Libris provided configuration is very difficult since this configuration may be very different from the one in the customer's production environment.
Currently Ex Libris is offering two types of Sandboxes for Alma:
(1) "Standard" - by default included in Alma subscription pricing. This sandbox contains Ex Libris provided data and configuration
(2) "Premium" – for addition subscription fee – this sandbox includes a full copy of the customer's data and configurationRefresh of the Alma sandbox environment is possible up to once a quarter, upon request. In the…
175 votes -
controlled vocabulary list upload
Hi,
Instead of create term by term when working with controlled vocabulary, enable the option of upload an excel file or any csv file that will do that.
175 votes -
Raise the limit to total number of rejections ( currently 1000) for exporting records that are not imported (due to import profile setup)
There is currently no limit to the number or records that can be imported into Alma (as far as I am aware).. there is however a limit of 1000 when needing to export the rejected data.. Workflows would be much better managed if this limit was raised to the total number of rejected records
174 votes -
Purchase request conversion into a resource sharing request
It would be good if it was possible to convert a purchase request into a resource sharing request on Alma. This might arise in circumstances where the user has originally requested a purchase request for a journal article on Primo. It would be useful if this purchase request could be converted into an ILL request simply without having to re-key in the information
171 votes -
Add the ability to batch change the expiry date of items on the hold shelf
It can be useful to manipulate the Expiry date of items on the hold shelf. However you have to do this per item. It would be good to be able to batch update all items due to expire in a given period to a new value.
173 votes -
Enable bulk due date changes based on a set of items listed by barcode
We've had occasions where it would have been useful to be able to create a set of items, for example, in Alma Analytics. Then to take that set of items, e.g. a CSV or Excel file listing the barcodes, and then to update the due dates of all those items, to a new fixed value.
This is similar to the current Bulk Due Date Change functionality, but with the addition of uploading a list of items to change.
Regards,
Ciaran
The University of Manchester Library
171 votes
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