Alma

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  1. Make merge rule actions fully interchangeable with all merge conditions

    Currently, merge actions (add, remove, replace) only operate with specific conditional statements. For example, ADD when CONTAINS or REPLACE when DOES NOT CONTAIN. This enhancement should add the ability to use all action words with any valid conditional statement, permitting uses such as ADD when DOES NOT CONTAIN or REPLACE when CONTAINS.

    4 votes
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    • Access SalesForce from directly within Alma

      There should be the ability to get directly to ExLibris support (SalesForce) from within Alma vs. going through the customer center.

      11 votes
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        0 comments  ·  Other  ·  Admin →
      • Change role attributes via SIS batch load

        I would like to be able to change user role information (roles status, expiration date, delete or add a role) via the Student Information System external integration batch uploads. Currently, user roles can only be modified manually in the UI or with an API call.

        4 votes
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        • Alma Monitor Jobs

          ALMA | Monitor Jobs -- would like the ability to eventually delete jobs that have previously run and which are now no longer active - see attachment

          1 vote
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            0 comments  ·  Other  ·  Admin →
          • Recall Dimension in Analytics

            It would be really helpful to have a Recall Date dimension in Analytics.

            There are dedicated dimensions in the Fulfillment Subject Area for Loan Date, Return Date, Renewal Date and Due Date but not for Recall Date.

            Although the Recall Date exists as a field under the Loan Details dimension, it would be helpful to have other fields (such as Fiscal Year) available.

            3 votes
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              0 comments  ·  Analytics  ·  Admin →
            • Fines & Fees: add transaction type to the fines list

              If fee was paid the status should indicate that (rather than 'Closed').

              37 votes
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                2 comments  ·  Fulfillment  ·  Admin →
              • need more search criteria in acq such as operator id or create/update date

                It would be useful to have some additional search criteria, such as operator id, and facets, such as a last update date range and status, available to monitor staff productivity. Not just in purchasing but in all areas of acquisitions the site reports the need for functionality that will allow a combination of attributes of the records to generate results. For example, an operator should be able to search using their user name, some category of task (po lines in review, invoice lines in review, invoices pending approval, etc.) and a date or date range, or status (sent/ waiting auto…

                59 votes
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                  Anonymous responded

                  Submitted by Ex Libris PM on behalf of our customers

                • The default receiving status in manage items of receiving workbench is all and it should be not received or should be configurable

                  As part of the new prediction pattern development it is possible in the receiving workbench to receive new items and filter the 'manage items' section by "all" "received" or "not received".
                  Currently it defaults to "all" which is not what would be desired because
                  A. it would show too much
                  B. they would need to manually search for what they want to receive.

                  It should default to "not received" because then they can choose the issue they have in hand and receive it. Another option would be to have it always remember the previous filter of the user and use…

                  25 votes
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                    Anonymous responded

                    Submitted by Ex Libris PM on behalf of our customers

                  • Ability to link to single interface records from vendor record

                    At the moment, when you link to an interface from a vendor record in Alma the interface record cannot be linked to one that has already been set up. For example, if you have Vendor A and link it to Interface X you cannot also link Vendor B to Interface X. You are also unable to have two interfaces with the same name. This is required in situations where we have multiple vendors for the one interface. For example, SAGE journals are acquired directly through SAGE but the ebooks are acquired through iGroup. In this case we would like to…

                    14 votes
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                      1 comment  ·  Acquisitions  ·  Admin →
                      Anonymous responded

                      Submitted by Ex Libris PM on behalf of our customers

                    • Resource Request Monitoring screen should not only show the date but also the time when a request was made

                      In Alma Menu -> Resource Requests -> Monitor Requests & Work Orders we need to be able to see the time that a request was created, not just the date.

                      3 votes
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                        2 comments  ·  Fulfillment  ·  Admin →
                      • Why no 'last edit' history with operator and date in User Notes?

                        We would like to query why there is currently no way to tell who has edited a User Note; rather only the Created By and Creation Date are recorded?
                        Are there plans to improve this? Or if not, can this be considered for an enhancement request, in order that Fulfillment staff may add and edit notes and be able to follow the progress of such amendments from the data logged.
                        Currently the only way to see a trail of updates is to add freetext in the notes themselves, or else recreate a note each time an update occurs.
                        An enhancement…

                        8 votes
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                          0 comments  ·  Fulfillment  ·  Admin →
                        • Batch searching in the repository and set creation

                          It would be extremely helpful if batch searching functionality can be added in the repository search. We have many projects where we have external data from an outside source that we need to find the matching data in our ILS, now Alma. For example, we are a member of a local consortium where we have several hundred oclc master records that all of us in the consortium need to manipulate in our own local ILSs. Instead of conducting one search at a time for these OCLC master record numbers, we would like to do a batch search of these master…

                          10 votes
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                          • Add 'View' action and maybe hover functionality to Note fields

                            Add “View” action (and maybe also a hover action) to:

                            1. Activation Task List ? Task Note
                            2. Invoice Line Note
                            3. PO’s Invoice Line Note

                            This way – no need to “Edit”, reassign,

                            8 votes
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                              Anonymous responded

                              Submitted by Ex Libris PM on behalf of our customers

                            • "Pick from shelf" facets - group by time

                              We would like to be able to group "Pick from Shelf" requests from today and yesterday.
                              This option would be the standard option we would use most days, to avoid constantly searching the shelf for items which are not in place..

                              None of the existing facets in this screen result in the full list of most recent requests.
                              What we need is a combination of "today" and "yesterday".

                              3 votes
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                                1 comment  ·  Fulfillment  ·  Admin →
                              • Create request: allow requesting of several different descriptions for a title in one request form

                                In order to make the request flow more efficient it would be beneficial to have an option to request more than one description for a request.
                                For example, if one wants to move all the DVDs in a multi-volume collection to the reserves currently he needs to go and create a request for each volume. A better solution would be to allow him to select several different descriptions and then in the background split them ionto separate requests.

                                3 votes
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                                  0 comments  ·  Fulfillment  ·  Admin →
                                • Create Fines and Fees Report: add transaction operator per row

                                  For the "Create Fines and Fees Report" feature added in August 2013, please add the following feature:

                                  Our auditor requires that the Transaction Operator/Handler ("Accepted By" information) be identified and currently that information is not in the report.

                                  3 votes
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • Inventory pane in MD editor

                                    Today in order to see the inventory associated with a bibliographic record in the MD editor I need to actively open a pane on the right hand side.
                                    It will be much more efficient if we can have a persistent pane in metadata editor displaying inventory resources associated with the bibliographic record.

                                    2 votes
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                                      Dana Sharvit responded

                                      Submitted by Ex Libris PM on behalf of our customers

                                    • Allow library requests to take priority in queue by allowing 'Activate' option to work in the request queue when item is on loan to patron.

                                      When viewing the request queue of an item (the number of holds users have placed on a single item) there is sometimes an 'Activate' option available. This 'Activate' options allows a specific hold to take preference over the others (it bumps it up the queue) and changes the priority to 'forced'. However, it only appears to be available when the item is yet to be picked up from the shelf or if it still on the hold shelf. When the item is on loan to a patron, none of its other holds can be activated. It would be useful if…

                                      0 votes
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                                        0 comments  ·  Other  ·  Admin →
                                      • Override Resource Sharing Request Limit

                                        There is an Active Resource Sharing Request limit, which you set in the Fulfillment rules for your resource sharing libraries.
                                        However there doesn't appear to be an ability to allow staff to override this limit, which from time to time they need to do.
                                        I propose that there is a parameter that allows staff with a particular role the ability to override this limit.
                                        Either something that was set as the default for the Fulfillment Services Manager role, or a block preference that you can override.

                                        0 votes
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                                          0 comments  ·  Fulfillment  ·  Admin →
                                        • Modify the payment method label in Fines and Fees report

                                          Thanks for ExLibris helping our library to modify the payment method label: changing "Check" to "FEO". However, the payment method label in Fines and Fee report is not being modified accordingly. Is it possible to modify the labels in the reports as well? Or, could we add more payment methods in Fulfillment configuration?

                                          0 votes
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                                            0 comments  ·  Analytics  ·  Admin →
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