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1755 results found

  1. Add/modify fields from Vendor Record for Analytics (including Account, Contact Information/Preferred Address)

    Add/modify fields from Vendor Record for Analytics (including Account, Contact Information/Preferred Address)

    1) Add Vendor Type: Example: I want to analyze the vendor file based on vendors that are only Access Providers/Licensors and not Material Suppliers, or just Material Suppliers.

    2) Add Vendor Accounts as output, including options to output Payment Methods. Example: we recently had a campus financial system migration, and I want to isolate those vendors who pass through the ERP export vs. Credit Card vendors. Similar to Bank Transfers - if my campus has a change in policy that needs communication, I want to be able to…

    33 votes
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  2. The option to change the permanent location in the item should not be a default, it should be selectable.

    To change the permanent location in the item can lead to incorrect results. If you have two holdings with different locations and then change the location of the item which is connected to the first holding to the location of the second holding, your item will be relinked to the second holding AND the first holding will be deleted automatically. If the first holding contained additional information (e.g. the call number), this information will be lost.
    The option to change the permanent location in the item should therefore not be a default, it should be selectable depending on the needs…

    118 votes
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  3. Add purchase model to more auto-holdings.

    It is great to have purchase model added automatically for Ebook Central og JSTOR Books holdings, and it would be even better if we could get purchase model also when using auto-holdings for publishers such as Elsevier, Springer, Wiley, Taylor & Francis and de Gruyter. We have evidence based acquisition agreements with all of these publishers and it would be very helpful if we could see which titles were in the EBA corpus and which we have purchased, either through the EBA or by earlier collection purchases.

    108 votes
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  4. Alma APIs Multilingual Code-tables

    We’d like to request an enhancement to the Alma API that would allow PUT and POST requests to include translation updates. Currently, only GET requests support the lang parameter for retrieving localized data, while updates ignore these descriptions. Enabling translation updates via API would streamline content management across languages, making it easier to keep localized information current and consistent.

    Updating code tables for around 80 patron-facing letters in three different languages via the web UI is extremely time-consuming and inefficient. Allowing translation updates through the API would greatly improve this process, making Alma more effective for multilingual institutions.

    We’d also…

    20 votes
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  5. Please add 3xx field support in Bibliographic Details dimension of Alma Analytics

    Currently there are many fields in the 3xx range which are not supported OTB in the Bibliographic Details dimension of Alma Analytics.
    We have mapped 300 to a Local Param several years ago, but we are stymied in our work updating to RDA consistently as the desired foundation for then considering LOD work in BIBFRAME, given this is a key area with many 3xx fields utilised such as 334, 335, 336, 337, 338, 340, 344, 345, 346, 347, 380 and 382.
    Although the number of Local Params increased in 2024 finally from 10 to 30 we use many of these…

    34 votes
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    0 comments  ·  Analytics  ·  Admin →
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  6. Alma - Analytics - Users - Add field 'Has password' true/false

    Sometimes users may have no password set. For example, in our system we have some internally managed users left with no password when Alma switched to external IDP. Filtering them in Analytics would be useful, but currently there is no way to do so.

    Please add Add field 'Has password' true/false in Alma Analytics Users dimension.

    13 votes
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    0 comments  ·  Analytics  ·  Admin →
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  7. Option for support from within EU for EU customers

    There should be an option for Alma customers within the EU to allow access opportunities for Ex Libris staff in the EU only. The purpose is to increase the compliance with GDPR by
    limiting access to data by US intelligence authorities as far as possible.

    26 votes
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    0 comments  ·  Other  ·  Admin →
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  8. Add information regarding level URL clickthroughs to Analytics

    Currently only clickthrough for portfolios are being captured in Analytics. It would be great if level URL clickthrough's in Electronic Collection could also be captured.

    3 votes
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    0 comments  ·  Analytics  ·  Admin →
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  9. Add a ToU configuration option to block renewals only once a loan becomes overdue.

    We would like to be able to prevent users from renewing certain loans in Primo once they become overdue. This is often what we want for equipment, for example.

    This should not be a user-level block, but rather an item-level block. Any other items the user wishes to renew should be renewable in Primo, but we want users to have to return overdue items first.

    As an illustrative example, we have items that check out for 3 hours. We want these items to be returned before the library closes each day, but we want to allow online renewals throughout the…

    6 votes
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  10. Include more than 30 or an unlimited number of local parameters in Alma Analytics

    We find Analytics to be very powerful, but we are hampered by its limitation to only selected MARC and a limit of 30 local parameters.

    We hope ExLibris will include more or an unlimited number of local parameters in the future.

    When we signed up for Alma, our team expected all MARC bib codes would be available in Analytics and they are not. In addition, we have defined several local fields and must assign them a local parameter to be able to output them in Analytics. We have been rationing the 30-alloted local parameters ever since.

    44 votes
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    2 comments  ·  Analytics  ·  Admin →
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  11. Adding a parameter to block the request queue for physical items at the title level

    The request queue can be confusing for library users, as such requests are often canceled due to lack of copies. With title-level requests, the library should be able to decide whether or not to allow a queue for physical item requests. It should be possible to create a parameter for this to allow blocking the queue.

    3 votes
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  12. scan in items: Define the value of the "Register in-house use" blank by default

    The value of the ‘Register In-House Use’ box is saved from session to session. This causes errors by staff who forget to activate or deactivate it as appropriate, so that statistical data may not be reliable.
    We would like to propose that this field could be set to a default value (e.g. blank) and that staff should activate the tick when registering in-house use.

    100 votes
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  13. Webhook that runs when a user is updated, to show what information was changed for that user

    I tried setting a webhook to run when a user is updated.

    I wanted to know what information was changed for that user. To me, this is the most obvious use case for the user webhook.

    However, i get what seems like the post-changed user information only. I am unable to tell what information was changed.

    Request for the user webhook to contain information about what information was changed for the user.

    12 votes
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    0 comments  ·  Webhooks  ·  Admin →
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  14. Add email address to Contact People table in Vendor Details>Contact People

    We are configuring Vendors as new Alma customers, and we wish it was easier to immediately see the Vendor Contact People email addresses (and easily copy and paste them or even hyperlink) without having to click into the record to track down the email address.
    Please see screenshot attached showing where this information would be helpful.
    If there is a way to make the email address visible that we have not discovered as Alma newbies, I'd also love to learn this!
    Thank you,

    Abigail Wickes (she/her/hers)
    Electronic Resources Management Librarian
    Email: abigail.wickes@duke.edu

    16 votes
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  15. Analytics re-fresh (ETL) time should be reevaluated

    I understand that an ETL is run at the same time for all the institutions in a specific data center. Institutions in a specific data center should be from a similar geographic area. If that is not possible, the servers should be grouped by geographic regions spanning approximately 3-4 hours time differences.

    The time of the ETL run should be optimized across clients in the given geographical area. For example, if the clients are largely from the United States, the ETL could run close to midnight Eastern, which would be close to 9 PM Pacific.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
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  16. Add Cancellation Reason code and Notes to the Interested In Letter XML

    This essentially replicates an earlier request that was closed in 2021 without resolution:

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/44262498-request-to-add-cancellation-reason-and-cancellatio

    We would like to have Cancellation Reason code and Cancellation Note available in the XML that is supplied to the Interested In letter template. The Cancellation Reason code is a distinct field In Analytics, so I would hope that this would be easy to add to the XML. The cancellation note might be trickier -- it is stored as a PO Line Note in Analytics. If the cancellation note is just one of several PO Line notes in Alma, we would be happy to have all…

    9 votes
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  17. Out of Stock Orders - Rialto

    Out of Stock Orders (adding here as per response when posted on Rialto Idea Exchange by Clarivate staff)

    When a Rialto item is not currently in stock it doesn’t reflect on the Order (POL) and the status is Sent. Is there something that could be done so that the Rialto status reflects in Alma’s order status? Otherwise, these orders will continue to have the status ‘Sent’. Potential issue during FY close as these orders will encumber into the next FY. Great if it will be published and/or if only a few orders with this status however not so if not.…

    3 votes
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  18. Automated holdings management for VLeBooks

    Could we please enable automated holdings management for:

    Database name: VLeBooks
    Database code: 38.
    Provider:Askews and Holts Library Services Ltd
    Default URL: http://www.vlebooks.com/

    I have had difficulty activating e-book titles for this provider in the 360 KB, due to metadata inconsistencies.

    ProQuset and Ex Libris Support suggested that the content team and developers are looking for opportunities to extend the support for the "Automated Holdings Updates" process that is now set up for PQ Ebook Central.

    Since there are now similar processes available for Taylor & Francis books and Springer Nature content, would it be possible to enable this process…

    4 votes
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    Hello,

    VLeBooks is on our list for adding as an autoholdings collection in the next year.

    I will update this idea as we reach progress.

    Kind regards,

    Tamar Ganor

    Content Product Manager

  19. Allow option to only send scheduled report from Analytics object if report has results

    We want to set up reports to help us monitor for data inconsistencies and other issues that need addressing. We have noticed that we can set up reports as analytics objects and users can subscribe to them, but the report is sent even if there are no results.

    We should have the option to not send empty reports, and only send if the report brought back one or more records.

    26 votes
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    2 comments  ·  Analytics  ·  Admin →
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  20. Flag an alert when a purge date falls earlier than an expiry date

    A colleague has raised the point that currently when editing and saving a user record, if the purge date precedes the expiry date no alert is raised. This means if the purge date is adjusted and is set before the expiry in error, nothing alerts the user to this fact.

    Would it be possible to have a an alert either in the form of a message or sidebar error alert to make the operator aware of the data issue when saving the changes?

    8 votes
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