Alma
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1754 results found
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Add Fiscal Period Month, Full Month and Month Key to E-inventory Cost Usage
The ability to drill down to usage by month is absent in the E-inventory subject area.
Can this be added, please?
This subject area has much richer data than Usage.
1 vote -
Power BI access to Alma & Primo Analytics
Many libraries are using Power BI to analyse the suite of library services they offer. Data is derived from the library management system (LSM/ILS) but also chat services, reading list software, library guides and more.
Though Ex Libris has developed analytics in Alma, libraries need to analyse their data in the tools of choice.
Can Ex Libris open analytics so a direct connection to Power BI can be made without the need for intermediary workarounds, e.g., https://developers.exlibrisgroup.com/blog/microsoft-power-bi-connecting-to-alma-api/?
24 votes -
Allow libraries to pick which resource sharing requests statuses appear in the Tasks widget
Not all resource sharing requests that require manual processing (ex. requests in the Mediated Patron Renewal status) appear in the Tasks widget. This can results in requests to not be processed in a timely manner, and it also limits the usefulness of the Tasks widget. We would like the option to configure which resource sharing statuses are shows in the Tasks widget.
21 votes -
Allow the use of both Fixed and Non-fixed values when setting due date policy
Faculty at our institution are allowed to check out materials until the end of summer. They are also used to renewing their materials before the end of summer so they are extended to the end of next summer. Currently the recurrence of End of Summer will change the End of Summer date to the same date next year is the same time that faculty materials are due. They cannot renew them before the current End of Summer.
I propose the ability in Advanced Policies to set due dates based on how many days before or after a certain event.
For…
1 vote -
Option to expand "sliding panel" when making an order or viewing order information.
In the interface that is slated to become standard on August 10, 2025, order information for a title is displayed on a sliding panel that has no option to expand to the entire screen. In this format, the order information that you are seeking takes up a smaller amount of the screen, visually unbalancing the screen and changing focus to one side, while leaving a darkened portion of the search screen visual that adds no helpful information. I have attached a screenshot.
In the past, this sliding panel had an arrow on the left margin which allowed you to expand…
4 votes -
User note: prevent overwritten via API when the check box is set option
We would like to add a functionality (check box) in the admin Alma user record UI that allows preventing a manually added USER NOTES field from being overwritten by the API when the check box is set.
This functionality will allow Alma admins to store some manual information in a USER NOTES without being overwritten via API when a record is being updated automatically
12 votes -
Add block information box on patron’s account landing page
Currently, when accessing a patron’s account through the “Manage Patron Services” tab, the patron’s account landing page does not show the block information (a pop-up does show up but with incomplete information, as recorded in a SF case). In order to access block information, one has to click on the patron’s name, and then navigate to the block tab.
The suggested idea would be that a box containing block information be added in the left-hand column of the patron’s account information, under the box containing loans, returns, requests and fines and fees information. Block types could be described with the…35 votes -
Reloading several records from the union catalog at once
I would like to update several records from the union catalog at once, for example all the records within an itemized set. So far, this is only possible for individual records in the MDE ("Reload record from central catalog"), which is rather exhausting. It would be much easier if there was a button saying "reload records" by which you can push all checked items to the MDE and simultaneously reload the records from central catalog.
In this way, we could easily and quickly update bibliographic records from the "Failed to update delete" event in Analytics. Another use case would be…
15 votes -
Batch modification of fulfillment unit service information
We need to update some or all of our location fulfillment Unit of all of our library.
Unfortunately, the Update Location API does not support bulk updates for multiple locations in a single request. Each API call is limited to a single location code.
We'd like to be able to make batch changes to our libraries' reader service units.1 vote -
Modify locations by batch
We need to update some or all of our location fulfillment Unit of all of our library.
Unfortunately, the Update Location API does not support bulk updates for multiple locations in a single request. Each API call is limited to a single location code.
We'd like to be able to make batch changes to our libraries' reader service units.4 votes -
Import Profiles - support mapping to E-Collection
See https://enhancements.exlibrisusers.org/ideas/AENH-I-36318
We need the ability to map to Electronic Collection. Because you cannot map to E-Collection, you have to have a separate profile for each collection for which you want to load portfolios. This dramatically increases the number of profiles we need to maintain. In addition, this requires more staff to have the ability to modify import profiles, even though the only thing changing each time is the collection name.
Mapping either the collection name (exact match) or the collection ID would be sufficient. This will enable more uniform loading of records.
25 votes -
Add Option to Handle Multi-Matches Automatically Based on Brief Level
Alma’s import profile functionality currently includes the option "Do not override/merge a record with lower brief version", which ensures that an incoming record is not loaded if its brief level is lower than that of the matched record in Alma.
We would like to see this functionality extended to enable handling multi-matches automatically. Currently, when an incoming record matches multiple existing records in Alma, the import process still flags this as an multi-match issue, even if all matched records in Alma have a higher brief level than the incoming record. These cases must then be reviewed and resolved manually by…
10 votes -
Ability to remark letter example
In letter administration, currently when you switch to use a different letter example, the information you've got is the same letter name and the only difference is the date it is saved. for example FulUserBorrowingActivityLetter - 02/12/2024 04:08:56 GMT. It does not mean a lot when you are trying to switch to a difference example, one would rather it be remark as something more useful or special about that example, such as specific - usergroup, loan type, from library, etc.
4 votes -
Remove 'Level URL' from CZ collections
We'd like to move more Electronic Collections onto fewer bib records to help with organisation of our e-resources within Alma. If there are multiple IZ collections linked to an unsuppressed bib record, you can control how many URLs display in the Primo record by controlling which Electronic Collections have Level URLs. However, this is not possible when using CZ collections as there is already a Level URL hardcoded into the collection. I don't think it's possible to override the Level URL with 'nothing' to hide that collection's link from Primo. We'd like the ability to be able to hide that…
9 votes -
upload a new work from Alma to Primo
When we approve and upload a new work from Alma to the system, it takes approximately 15 minutes for it to appear in Primo.
This delay poses a significant challenge for us, as we are unable to immediately verify that the work was successfully uploaded and displayed as expected.We would appreciate it if you could look into this issue and let us know whether there is a way to streamline the synchronization process so that the display in Primo is more immediate or at least significantly faster.
Thank you in advance for your assistance.2 votes -
Ex Libris completes required documentation (SAQ-D) for Alma-integration with credit card payment systems
As an Access Services Department Head, I supervise workflows that include payment by credit card. We would very much like to connect Alma to our university approved payment system, but our Division of IT advises that even platforms that redirect to or from pages where credit card information is entered must be PCI (payment card industry) compliant. To meet this requirement, Ex Libris must complete a Self Assessment Questionnaire D (SAQ-D) and Attestation of Compliance for Merchants (https://listings.pcisecuritystandards.org/documents/SAQ_D_v3_Merchant.pdf). Until we have this documentation in hand, we cannot link directly from Alma to our payment system, worsening the user…
6 votes -
Convert digitization request to purchase request
I would like to convert a request from a scanning request to a purchasing request, particularly when the permissions cost is high. I am not sure if this is a Alma or Rialto workflow, but it would be nice to do a "search in Market" to find out price and auto-reject the way we can do in Rapido. Additionally, we would like 'Pay-per-use" functionality from Alma digitization requests.
1 vote -
Allow widgets to be resized to larger proportions on the Welcome screen
The widgets on the Welcome screen are incredibly helpful for viewing statistics like Lending Fill Rate and Borrowing Requests, but I'd access this information faster if the widget's container was larger and I didn't need to use the scroll bar or click "Open in a new window". There's already a 3-by-3 bento grid for these widgets, so it'd be nice to explore the possibility of scaling the widgets according to that same grid.
1 vote -
Add "linking information" in Community zone databases when they are not activated yet
Hello,
When I look in the Community Zone at an electronic Portfolio that has not been activated by us yet, I can click on "Linking Information" and test the link and control if it goes where we want it to go.Unfortunately, this is not possible yet, when we want to look at a zero title database. There, we actually can only test the link after we have activated it.
Therefore, I suggest adding the field "Linking information" on database level, too, for databases that are not activated yet; analogous to the field that exists on portfolio level.
Best,
Igor…36 votes -
Allow a NR to run with the PTC job
TL;DR:
We would like to have the ability to run a normalization rule whenever the PTC modifies a record.Background:
In November 2024 Ex-Libris added a new functionality to the PTC job:
MARC 21 Preferred Term Correction Can Flip Headings with Cross-Reference in Different Field
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202411Problem:
The PTC job only changes the first indicator correctly when the PTC job changes a field into 630.
in all other cases, the existing indicators remain.
We opened a case and spoke directly with Ex-Libris, but were told that the PTC job runs as intended, and that not handling the indicators is not…45 votes
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