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1754 results found

  1. Correct closed fines/fees

    Sometimes fines/fees are paid with the wrong fine/fee types or payment method.

    We want to be able to correct this information even if the fine/fee has a closed status. This will make accounting and statistical reports more accurate.

    We want the same functionality as for blocks.

    32 votes
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  2. Display PO Line Notes entries in Analytics with the newest notes first, to ensure their inclusion within the character limit

    Currently the 'PO Line Notes' field in the Alma Analytics 'Funds Exchange' subject area, displays the content of all note entries attached to a particular PO Line as a single block of text, starting from the earliest-dated note and ending with the latest-dated note. However, as the field's display in Analytics is limited to 4000 characters, this means that the most recent notes are omitted from the report for any PO Lines that are particularly longstanding or have particularly copious notes. This is true both for the report as displayed within the Analytics interface, and for a version exported to…

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
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  3. Any change to a role, or addition of a role, or replacement of a role, should be called out in release notes in a separate (or additional) s

    Any change to a role, or addition of a role, or replacement of a role, should be called out in release notes in a separate (or additional) section of the release notes.

    The reason for this need: Larger institutions have large numbers of Alma using staff to manage, oftentimes including student workers. It is important for Alma system administrators to have prompt awareness of changes to roles in order to make any necessary changes to staff accounts, profiles, etc. in order to maintain the security and integrity of patron data, cataloging data, norm rules, and the like.

    Having changes of…

    12 votes
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  4. anonymization for purchase requests

    Similar to fulfillment requests, such as loans, digitization requests, or holds, we would like to anonymize purchase requests (ideally as part of the fulfillment job).

    There should be options of whether to include approved and/or rejected over a specific age. We understand there might be an issue with purchase requests that take an extended period to complete, so this requires purchase requests to be set to a 'closed' or 'completed' status when physical items are received or electronic inventory is activated. Currently, those statuses do not exist.

    From a patron privacy perspective, separating the patron record from the content they…

    3 votes
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  5. Include a web service for renewing all loans at once in the API Users and Fulfilment

    At the moment, POST /almaws/v1/users/{userid}/loans/{loanid} must be called individually for each loan. This is very time-consuming, especially in large accounts, and the general API limits must also be observed. It would be conceivable, for example, to introduce the loanid ALL, similar to GET /almaws/v1/bibs/{mmsid}/holdings/{holdingid}/items for the holdingid.

    The "Retrieve Items list" has a feature, where ALL can be used for the holdingid parameter to retrieve all items from all holdings. In a similar way we could use POST /users/{userid}/loans/ALL to renew all loans.

    Using POST /almaws/v1/users/{user_id}/loans as the most obvious solution is…

    1 vote
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  6. Improve search "electronic titles" to include results with and without inventory

    At the moment, when using the search "electronic titles" only titles with inventory can be found. Apparently, this is by design. It would be an obvius improvement to be able to find all electronic titles regardless of inventory when using this search.

    30 votes
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  7. Configure return (pop-up) notes

    Dear,

    New Alma UI: when you now return an item that is requested, you get a pop-up with an overload of notes, most of which are not useful and which make you search quite a bit for the information you are actually looking for.
    In any case, (see attachment) those last two notes are redundant. The first two are also redundant, but perhaps that second note is useful in case it concerns a lost book and no fine is generated at the time of return.
    Can ExLibris allows us to configure the display of these notes? (Similar to the scan-in…

    15 votes
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  8. Automatic printing of ILL lending (pick-up) request slips

    A Pick From Shelf request (for physical or digital item requests) automatically generates an email (slip) and, through an automatic email manager, a printed request slip as well. We would like the same for incoming Lending Requests (RapidILL). For now, there is no option to print this Ful Incoming Slip Letter automatically. The only option is manual printing.

    12 votes
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  9. Implement Upload Electronic Holdings (Autoholdings) integration for Knovel

    Knovel has to day a lot of small collections. We are experiensing that our subscription to knovel complete is not updated in a correct way.

    11 votes
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  10. adding titles from community zone to institution zone collection without having to activate community zone collection

    When finding another portfolio that is not in you collection you can today activate and move the portfolio to you IZ collection. Then you have to remember to delete the collection where it was in the first place. Make it possible to add it directly in to your IZ

    4 votes
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  11. Apply physical item template with POL template

    The POL template allows a small number of item record elements to be saved: library, location, material type.
    It would be beneficial to save staff time by allowing staff creating POLs to also select a physical item templates when creating a POL. This would allow setting defaults such as copy ID, item policy, is magnetic, and pieces, that are generally known at the time of order.

    Templates are essential time savers.

    11 votes
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  12. separate work orders from patron requests

    On the results from a physical titles search, each title shows the number of requests pending for that title. This number includes both patron physical item requests and internal work orders. In order to see what requests fall into which category, you have to click on the Requests link and wait for the information to load in the slider pane (this can take some time if the number of requests is large). Then you can filter by request/process type.
    It would be useful for these two categories of requests to be separated from each other. For example, we circulate laptops…

    54 votes
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  13. Visibility that staff is working on a Borrowing or Lending request via facet

    Description

    Enhancing visibility into requests currently being processed by colleagues will significantly improve the efficiency and effectiveness of Resource Sharing Borrowing and Lending operations.

    Please add a facet option to filter out any “free” requests that aren’t being worked on by other staff. By streamlining workflows, libraries can ensure a smoother process, a better client experience, and a more coordinated collaboration among borrowing and lending libraries.

    Alternatively, it could be a note on the request or something similar - a visibility feature that allows staff to better allocate their time by avoiding overlaps and duplicate efforts.

    Impact of Problem

    Our…

    7 votes
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  14. Account for library name when filtering advanced search option ‘holdings: permanent physical location’.

    When performing an advanced search for physical items, holdings or titles, then selecting Holdings: permanent physical location equals, the last box has a drop-down list of all locations to select from, grouped by library.

    On the Items search, when typing into the text box the location list filters by library so that you can then select from the locations within the library. However, when doing the same for a holdings or title search, the list filters by location.

    This is inconvenient for us as there are a number of location names that feature across all libraries, e.g. Main Lending, Reference.…

    16 votes
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    0 comments  ·  Other  ·  Admin →
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  15. Manage Deleted Repository--ability to select and restore a group of records

    Manage Deleted Repository is a helpful feature helps us restore records that were mistakenly deleted. However, it only allows us to restore records one at a time by clicking a "Restore" button next to each record. This is not workable when a large number of records need to be restored. We need functionality that will allow us to select and restore groups of records.

    The Restoring Records Removed or Changed by Jobs functionality (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/020Manual_Jobs_on_Defined_Sets#Restoring_Records_Removed_or_Changed_by_Jobs) does not sufficiently address this need, as it can only restore repository content deleted by a job, not records deleted manually. Also, even in…

    62 votes
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  16. Display all 035$a values for the Record Number column in Table view of Titles UI

    In the new titles search UI, the Record Number field lists only the first listed 035$a value of the record, followed by "and others." This is true for both the record view, where keeping data compact makes sense, and on the table view where one might expect to see more values for repeating data fields.

    If the table view showed all of the 035$a values in the record number column, this would increase the utility of this view, as it would allow staff to recognize OCLC and other system numbers among the list without requiring a click and scroll through…

    12 votes
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  17. There should be a renew option for items checked out to a patron if patron is present with items checked out

    I think there should be a Renew option so that you do not have to scan an item's barcode search your location then search for the barcode. In Sierra there is a renew option where you just scan item barcode and renew it without having to search or go into patron's account.

    2 votes
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  18. Add in function to exclude non -SBN content from ISBN matching in the Alma purchase request function

    Within Alma, the purchase request function does a matching process with local record using the ISBN field (MARC 020 $$a). Unfortunately, whether it is set up using fuzzy or exact, any 020 $$a with a-z text in the field causes an error and prevents the purchase request from being created. This occurs often with older or imported records, where the additional information has not been added to the $$q. The workaround from Ex Libris is to link the bib and then unlink to edit the bib information, removing the non-ISBN information before saving. However, this would mean that the purchase…

    11 votes
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  19. Improve integration between 'Place on hold' in Rialto and Tasks widget in Alma

    If the 'Place on hold' option is ticked when placing an order in Rialto, there is no notification in the Tasks widget in Alma to let Library staff know when an item has arrived. This means we are unable to prioritise the processing of those newly arrived, requested items. If we were to use 'Place on hold' in Rialto, then we wouldn't find out an item had been requested until we happened to scan it in. We would like an integration between Rialto and the requests functionality putting in place to make it apparent to Alma users when items received…

    1 vote
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  20. Make Order Status field available in the Interested In Letter XSL

    We would like additional Purchase Order fields added to the XSL available for the ‘Interested In Letter’ please, specifically the Order Status field. This will enable us to use conditional statements in the letter template so that certain blocks of text can be included or hidden depending on a given field. We take that approach already with other Alma letters. For example, in the ‘On Hold Shelf Letter’ template, we use <xsl:if> statements to draw on the Pickup Location available in the XSL and display different guidance to recipients depending on the location from which they are collecting a request.

    5 votes
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