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3215 results found

  1. Viewer service rule based on search set

    It's great that Alma provides the option to add your own Viewer Services for presenting content from Alma Digital.

    We're interested in offering customized viewers to display content from some special collections, but with the current Service Availability Rules, it's not possible to limit a viewer to specific collections.

    It would be great if you could create a Service Availability Rule based on a Set, so the viewer would be shown for all members of that set.

    8 votes
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  2. Fulfillment Overrides without separate login

    When an override by a manager is needed at a circulation workstation, there should be a way for the manager to override either remotely or at the workstation without the operator logging out.

    67 votes
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  3. Electronic Material Types - Need for more options.

    Unlike the Physical Item Material Types, Electronic Material Types are limited because they are hardcoded. However, the list that is provided by Ex Libris does not give us enough granularity. For instance, at our institution, we have senior theses that are deposited into our institutional repository. However, when you create the portfolio and select the Electronic Material Type there is no option for either “Bachelor’s Thesis” or a generic “Thesis”. Instead, they only provide “Dissertation” or “Master Thesis” there is no option for a Bachelor’s of Senior project. Therefore, we are forced to select Book which is inaccurate.

    This would…

    46 votes
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  4. Add a Create Electronic Portfolio Job

    Post migration we had a lot of electronic resources that migrated to Alma as standalone bibs with no inventory or portfolios attached. Best practice in Alma for e-resources management would be to have portfolios attached to all of these records and to have as many of them sorted into local electronic collections as possible, so that global changes can be made from Admin by running a job.

    The process of manually adding local portfolios to each of these records is cumbersome. This idea would be to have a Create Electronic Portfolios Job that could be run from Admin on a…

    0 votes
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  5. Empty User Roles via API

    We would like to be able to empty all user roles using an API call. Currently, User_Roles is the only segment that keeps untouched when the API call object does not contain any roles. This makes it necessary to keep at least one role as a parameter and it makes no sense from the API usability as it actually always returns the full user objets including empty roles arrays when we delete all roles from Alma end-point.

    135 votes
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  6. Export to Excel directly from Job Report

    I'm requesting exporting to Excel from Job Report.

    Currently when I run a Shelf Report I have to do many steps to export to Excel.
    I have to click on the report then click on analysis to expand results.
    Once expanded I have to click on each result (1-5) and select "Preview items" from the actions button.
    After doing all that I to export the list to Excel I have to select export "Excel (all fields)".

    If there was an Option to export or download to excel directly from Job Report, similar to "Barcodes with no matched item", that would…

    9 votes
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    0 comments  ·  Other  ·  Admin →
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  7. Change bib reference number on cancelled PO

    There is no option to change the bib reference for cancelled POL/POs. If this option could be added to the functionality of cancelled POLs, we would be able to move these records to more appropriate records to assist with clean up (i.e. deleting suppressed, no longer used records) or to keep like order records together so we can track order history and prove perpetual access. Currently in order to move the record over we would need to reopen the POL and then lose our PO notes that migrated from our previous ILS.

    4 votes
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  8. Purchase Requests: Create 'Archived' Tab?

    Purpose: Purchase Request Management. To retain complete request history, whether approved/ordered or rejected, in a group separate from new, not-yet-assigned requests.

    Controls needed: 'Archive' operation added to the Row Action Menu. Full ability to move archived requests out of the archived condition and back into the 'unassigned' state and condition, or to delete.

    22 votes
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  9. New Metadata Editor - Search Resources, Merge Preview

    In the new metadata editor, when you search external resources and select merge preview you cannot see this record next to the one that is already in the system. This is due to the fact that the "Search Resources" box remains active. In order to compare the records you really need to see them side by side. This was possible with the old metadata editor. Please see attached screenshots.

    1 vote
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  10. Authority linking issue with bibliographic field 240

    We'd request that when Alma links up bib field 240 with a uniform title entered in authority record, it should take into account of bibliographic contents in field 240 PLUS field 100 ALTOGETHER, and link these combined contents with uniform titles entered in authority records.

    Currently, it links up the uniform title in field 240 only with authority record. So, those generic uniform titles e.g. Works, Poetry, etc. will be ambiguous, and do not have proper linking with their authority records established with author's name.

    Details, please refer to Salesforce case # 823121

    19 votes
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  11. Item Material Type master List lacking several types

    The master list of Item Material Types is lacking three types commonly used by Special Collections cataloging. Please add Archival material, Broadside, and Poster to the master Item Material Types list.

    52 votes
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  12. Automate Work Order creation based on item location.

    Boston College would like to be able to configure Alma so that work orders are auto-created for materials in a designated location when they are placed on loan.

    Here is the desired workflow:

    1. Item is loaned.
    2. At the same time, Alma automatically places a work order on the item.
    3. When the item is returned to the managing circulation desk the work order is triggered and the item is routed to the correct work order department for processing.

    The purpose of this request is to improve the management of the laptops that Boston College Libraries loan to patrons, and to facilitate…

    146 votes
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  13. Automatic Designated Copy ID Number Added to New Item Records

    I would like the ability to set an automatic copy ID number to designate that the item is a copy "1," instead of having to put the "1" in the copy ID field every time I add an item. Of course I would also need to have the ability to easily change the automatic "1" another copy ID number if I have a 2nd, 3rd, 4th, etc. Voyager had this ability, which saves time when processing a large number of books. Thank you.

    16 votes
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  14. Restore ability to attach "Access Service - Subscription" POL type to inventory

    We have several resources with POL types of "Access Service -Subscription", but we no longer have the ability to attach them to the relevant electronic collection or portfolio. For example, our British Periodicals electronic collection had the access service POL attached in March 2017, but we're unable to attach the same POL type to our Times Literary Supplement historical archive collection as anything other than an Additional POL. We also have over 200 active Kanopy streaming video POLs that we're unable to attach to the portfolio.

    Ex Libris has advised that this is because Access Service – Subscription is an…

    2 votes
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  15. Include preferred email field in active hold shelf

    Include preferred email field in active hold shelf

    2 votes
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  16. Add Additional Fields to the Create Purchase Request Form

    We have access services library staff who create purchase requests for items to place on reserve as well as requests from students and faculty. It would be very helpful to Acquisitions staff to have a few additional fields/enhancements on the Create Purchase Request form:

    1. Add a Receiving Note to the form - we add reserve information to the receiving note so that the staff member receiving the item sees that the item is for reserves. Checking the notes tab is an extra step and the note could easily be missed.

    2. Requester field. The requester automatically becomes an interested user, but…

    33 votes
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  17. RS-Enable shipped items to remain managed with their original TOU in order to allow requests to be done with the TOU of the permanent loc.

    In some cases, requests for items under a Resource Sharing library are cancelled as their terms of use are not taken from their permanent locations. It should be possible to have shipped items remain managed by their original TOU in order to allow requests to be done with the TOU of the permanent location.

    11 votes
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  18. Bulk import of more than one PO in ALMA

    ALMA only allows one bulk import of PO per invoice. However, it would be great if you could have the ability to add another PO with bulk POLs. Or have a 'select all' option to automatically push them through to the invoice.

    1 vote
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  19. Claiming Resource Sharing Borrowing Requests by Format Type

    The new Automatic Claim feature does not differentiate between Format Types when adding "Time to Claim (days)" in the Partner record. For example, it should be possible to write 2 days for Digital requests and 5 days for Physical requests.

    21 votes
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  20. Allow institutions to export and import all configurations from Alma

    Ex Libris has the new policy of forcing a refresh of the sandbox for all customers on the premium sandbox twice a year. This presents a significant challenge for institutions that use the sandbox actively, because it means that before every refresh, we have to go through the largely manual process of exporting all configurations out of the sandbox so we can keep record of them. Then if we want to recreate the old configurations, we have to do this manually.

    Ex Libris offers no way to export or import these configurations in bulk. This policy change reduces the value…

    30 votes
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