Alma
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For more information please review our FAQ and guidelines. Thank you.
1697 results found
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Update user roles quickly - import the Excel file exported from another user
Currently, it's possible export a user's roles in Alma to an Excel file. However, the counterpart function isn't there: to be able to take the roles you've exported from one user and import them into another user's record. This would be such a time-saving feature because it would enable us to take the roles from one member of staff and apply the same to another.
75 votes -
Please allow to link PO Lines with status "Cancelled" in the Physical Item Editor
It is possible to select a PO Line in the Physical Item Editor. This also works well for PO Lines that already have the status "Closed".
However, it does not work for PO Lines with status "Cancelled". But it happens from time to time that we cancel a continuation order, but not all volumes already paid for have been delivered.
It is not an option for us to just close such PO Lines, as the distinction between "Closed" and "Cancelled" is important to us.
Thank you!
75 votes -
Authenticated "Authentication note" field
Make the content of the "authentication note" field (electronic collection editor and portfolio editor) only visible to our legitimate end-users by means of authentication: preferably via sso, another option would be via ip. That way we can register and manage all our username/password information for e-sources from within Alma. And get rid of the in-house solution (according to the Alma-L mailing list other institutions, like us, developed solutions involving a link to an authentication protected page).
Currently the authentication note has the same functionality as the "public note" field. It is displayed to anyone searching in our Primo. There also…74 votes -
Check out an item to a visiting patron's account at their home institution. Direct Pick-up Resource Sharing
Instead of creating and managing a visiting patron's record, allow libraries to check items out onto their home institutions record. The patron could validate by choosing the institution and having the patron sign in to their account.
As a patron I could go to any library in my network and easily check out an item there by signing into my home library and checking out the items. Everything checked out would show up on my home library's record and I could return the item either at the lending library or my home library.
73 votes -
Refine search and Search external resources function
When using the "Search external resources" function under profiles including several external catalogs, we can only use refine search link on the first tab.
It would be great if the refine search link was on all tabs rather than on the fisrt tab only.
73 votes -
Ability for fulfillment staff to renew patron loans from other institutions under network activity in Alma
Our consortium would like circulation desk staff to have the ability within Alma to renew items on loan from other institutions from under a user's network activity tab (renew all and renew selected, though renew all being more helpful if both are not possible).
Currently, only the user has access to a renewal option via their Primo VE My Library Card.
73 votes -
Alma MDE: Filter by Marc21 field and subfield
As a cataloger I would like to have the possibility in MDE to filter the Marc21 data by field and subfield
value to have a better overview over the current part of the data which is to be checked/edited.
Further I would like to have the possibility to quick access filters which i use often.Proposal:
Add a possibility to filter by field and subfield, e.g. by having an input form for the Marc21
field (rows filtered by "Begins with {value}") and for the Marc21 subfield (rows filtered by
"Contains {value}"). The filtering should by done by "AND" condition. (See…73 votes -
PO Line: missing identifiers ISBN/ISSN/ISMN etc.
Please list all identifiers in the PO Line.
See the following examples:
Data in the bibliographic record --> data in the PO Line XML fileExample 1:
020 __ |a 9783702404727
024 2_ |a M008027376
--> PO Line - XML: only content of 020
<identifier>9783702404727</identifier>
<identifier_type>ISBN</identifier_type>Example 2:
024 3_ |a 730099129329
028 52 |a 8.551293
--> PO Line - XML: empty identifier
<identifier></identifier>
<identifier_type></identifier_type>Example 3:
020 __ |a 0415462444 (pbk.) |c £24.99
020 __ |a 9780415462440 (pbk.) |c £24.99
020 __ |a 0415462436 (hbk.) |c £70.00
020 __ |a 9780415462433 (hbk.) |c £70.00
--> PO Line - XML:…73 votes -
Add warning to "Scan In Items" and "Shipping Items" for certain item policies
We would like to suggest the implementation of a pop-up for "Scan In Items" and "Shipping Items" to alert staff when they are about to process an item with a restrictive item policy (e.g. 63, 67, 68, etc.).
For example, when a request is placed at the title level and there are multiple items with differing item policies, this pop-up would be helpful to avoid processing the wrong item.
73 votes -
Include rolling dates in local date information field
As an electronic resource librarian, I would like to see a better way to deal with rolling coverage dates. There does not seem to be a good way to deal with gaps in portfolio coverage when there's a moving target date involved. For example, if a title includes perpetual access from 2011-present, and issues 12 years or older are open access, unless you include a public note, what will display is:
Available from 2011 volume: xx issue: xx
Most recent 12 year(s) not availableThis is confusing to patrons and librarians alike. It would be useful to have the option…
72 votes -
Add "articles" in portfolio's material type
Hi there,
At the moment, when creating or editing a portfolio for an artcile, it is not possible to precise that it's an article's portfolio (you can precise that it's a book, map, journal, dissertation, proceeding...).
We would like to add "articles" in Electronic Portfolio Editor > electronic material type's field.
Please see screenshot attached for illustration.
Best regards,
Ariane
72 votes -
Fiscal Period Rollover - Move Cash Balance forward to new period
The latest release of Alma added functionality to the Fiscal period rollover that offers an option to Allocate new funds based on the Cash Balance of the same fund in the closing Fiscal period. We’ve been testing this out and it seems while the cash balance is indeed allocated to the new period, it is also left on the old period!
This means the same money is being reported and allocated twice on Alma, which leaves great scope for confusion and I believe is contrary to good accounting practice.
I believe this enhancement needs a further tweak, to allocate the…
72 votes -
make "test access" work when direct linking is enabled
The "test access" button in Alma does not work when direct linking is enabled in Primo. When trying to test access for an electronic portfolio, Alma loads a blank page forcing staff to click "display in a new window" in order to proceed. We recommend that this behavior be changed so that test access works the same regardless of whether direct linking is enabled.
72 votes -
Setting a pickup location for interested users
It would be nice to set the pickup location as you do with requests. Currently the item goes to the "owning library" and the pickup is set there. We have Faculty that prefer different libraries for pickup so if a book is purchased but we allocated it to a Science Library but the faculty goes to a different library we can't set the pickup for that item.
72 votes -
Limit use of material types by specific library
The list of material types used across our consortium is very long. Even though we have turned off those that we don't use, we still have a list of about 65. For most of our libraries, this is overkill, as locations like our Chemistry library only use 4 or 5 at most. Catalogers have to use the full list, which increases the chance of confusion or clicking on the wrong thing for even straightforward cataloging. I want to be able to restrict the material types that can be used at any particular library. This was a feature of another ILS…
72 votes -
Fulfilment Network - Control of the Register button display by user group of the logged-in user.
*This is for the Fulfillment Network, not AFN.
The Register button(1) is displayed even if the logged-in user is set to "Restricted Users"(2).
Primo VE checks with Alma whether the FN function is available after pressing the Register button.
We think this button control is not designed with the User experience.
This is because the existence of the register button is meaningless for users who cannot use this feature.To improve this function, the Register button should not be displayed to users who are set as Restricted Users.
Reference
(1)
Fulfillment Networks
Fulfillment Networks - Ex Libris…72 votes -
No items available for request due to policy- Show policy violated
When a request fails, an error message reads: "No items available for request due to policy." It would be very helpful if the error message included which policy prevents the request. With that information, I can easily tell the patron what prevents the request or fix a policy problem. Right now, I have to hunt the problem down in the fulfillment and/or configuration modules.
71 votes -
Delete interested users job - independent of Interested In Letter
Ex Libris says the Delete interested users job "Runs weekly to delete interested users that are linked to closed or canceled PO lines. The job checks that an interestedin letter was sent to the interested users before removing it from the PO Line. Interested users will not be removed from a closed or canceled PO line if a letter was not sent to them."
Due to privacy regulations, we would like the job to run regardless of a letter being sent or not. The closed or cancelled PO line should be sufficient to run the job.
We do not use…
71 votes -
Change default value in pop-up message for shipped items in the scan in interface
This warning message was added in July 2020 release to prevent accidentally completing a lending request:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes
With the introduction of Rapido, we noticed this warning message popping up a lot more often, and since the default value is on "Confirm", many requests are cancelled accidentally by double-scanning. We would like to suggest that this message be set by default to "Cancel" rather than "Confirm" or being able to configure the preselected default value.
The mapping table is under: IZ Configuration > Fulfillment > Physical Fulfillment > Scan In Messages Configuration > line 3 Complete lending request.71 votes -
Add more work record details (e.g. MMSid) to the InterestedInLetter to improve Interested User notifications
Currently the XML which builds the InterestedInLetter for receipted Print and activated Electronic resources does not provide many details which can be customised in the letters customers would like to send to their patrons/interested users.
A specific use might be to send a pre-set Primo link to the resource (e.g. a deeplink search by MMSid), but also to be able to provide much clearer information to the Interested user about what the item is, and where it is/will be found.
i.e.
i) Order Number (PO Line ref)
ii) Title (Possibly brief POL record/not the updated bib to which inventory is…70 votes
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