2026 results found

1. "Request" link when you have ordered a physical book

   When you have ordered a physical book (one time order) it would be very helpful to get a Request link available on the Purchase order lines in Review page.

   Then you could place a request more quickly. You don't have to search for the book again.

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   5 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
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   Under Review  ·  AdminZohar Shemesh (zohar.shemesh@exlibrisgroup.com, Ex Libris) responded

   Dear all,

   
   

   Request can be placed on the title level (meaning any item can fulfill the request), or/and for a specific item.

   Which option is relevant in this idea?

   
   

   Thank you,

   Zohar Shemesh

   Alma Product Team

2. 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 the implementation of an online laptop availability tool.

   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… more

   149 votes

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   3 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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3. Add Rapid ILL lending categories to Electronic Collections in Alma

   Please add a new Rapid ILL lending status field to electronic collections so libraries can indicate the following Rapid ILL lending statuses and more easily create logical sets to automatically send holdings to Rapid:
   • LendableInternational: You are able to fill lending requests from any other Rapid libraries around the world. This is typically the Lendable value used for print materials that you want to make available in Rapid.
   • LendableCountry: You are able to fill lending requests only from Rapid libraries in your country. This is typically the Lendable value used for electronic materials.
   • LocalOnly: You are not able to fill lending requests from other Rapid libraries, however these items are still available to fill your local patrons’ borrowing requests.

   Currently, the documentation suggests putting these labels in electronic collections’ internal notes field. https://knowledge.exlibrisgroup.com/RapidILL/Implementation_Guides/Alma_Holdings_Harvest_for_RapidILL

   It would better to have a dedicated field in electronic collections where a Rapid lending status value could be selected.

   Libraries should also have the ability to perform bulk changes to this field via the E-Collection Quick Update Cloud App.

   Please add a new Rapid ILL lending status field to electronic collections so libraries can indicate the following Rapid ILL lending statuses and more easily create logical sets to automatically send holdings to Rapid:
   • LendableInternational: You are able to fill lending requests from any other Rapid libraries around the world. This is typically the Lendable value used for print materials that you want to make available in Rapid.
   • LendableCountry: You are able to fill lending requests only from Rapid libraries in your country. This is typically the Lendable value used for electronic materials.
   • LocalOnly: You are not… more

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   5 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
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4. Analytics Reports for Deleted Purchase Requests

   I would like to be able to run Analytics reports on deleted purchase requests. Currently, deleted purchase requests are not available in Analytics. Therefore, we don't want to delete any of our hundreds of purchase requests because we'd lose the ability to generate Analytics reports on them. Having hundreds of old purchase requests accumulate in Alma becomes unwieldy.

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   2 comments  ·  Acquisition - Purchase Requests  ·  Delete…  ·  Admin →
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5. Job or tool for extraction of related bibliographic records

   We would like the ability to get a hold of or extract the related bibliographic records in bulk based on a set of (other) bib-records.

   Alma already now automatically displays related records in "other details". We understand that the links are built based on bibliographic data in the MARC linking fields: 773, 774, 777, 786, 800, 810, 811, and 830 (subfield w,x,z).

   An example of a related record is a title within a monographic series. In this case, the bib record for the single monograph has a 830 $w with the MMS-ID/system number of the superordinate bib record.

   We would like exactly this function but not only for one title but for a set of bib records.

   Use cases are:

   • Moving a part of our library to a different location or even library. We make the selection for the move based on items with a certain call number or location, but have trouble getting a hold of holdings which might belong to related bib-records but don’t have a permanent call number or a specific location.

   • When migrating from Aleph to Alma, a lot of sub- and superordinate bib records were not anchored in our Institution Zone, because they didn’t have inventory. However, they’re related to bib-records on superordinate (series) or subordinate (journal articles) level, which do have inventory. Now we need to find those related records in order to anchor them into our IZ.

   We imagine, the easiest way would be to create a job, which exports all related bib-records based on a set of bib-records. Also an analytics-column, which displays all related MMS-IDs would work. The export should include the type of link (MARC field 773, 800, etc.) and all the other subfields of those MARC fields, so that we can sort the export list accordingly.

   Since cataloguing hierarchical bib records is widely practiced all over the world and especially so in the German speaking regions, and since they’re part of the RDA cataloguing regulations, we are convinced, that this could be useful for many libraries.

   We would like the ability to get a hold of or extract the related bibliographic records in bulk based on a set of (other) bib-records.

   Alma already now automatically displays related records in "other details". We understand that the links are built based on bibliographic data in the MARC linking fields: 773, 774, 777, 786, 800, 810, 811, and 830 (subfield w,x,z).

   An example of a related record is a title within a monographic series. In this case, the bib record for the single monograph has a 830 $w with the MMS-ID/system number of the superordinate bib record.

   We would… more

   144 votes

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   1 comment  ·  Metadata Management  ·  Delete…  ·  Admin →
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   AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello all,

   Alma currently support publishing of a set of records with the enriched related records information. For more information please refer to Related Records Enrichment section (MARC only) section in the online help page.

   Are you aware of this existing capability? Is this not sufficient for your needs?

6. Notes in POL's should only be for notes (not history)

   The notes tab in POL's for serials/journals should only be for notes that pertain to that order. When orders are set to automatic renewal, every year when it renews a note is added saying "PO Line has been renewed automatically". Over the years this note takes over and all of the pertinent notes are moved to the bottom. I am constantly having to remove those automatic renewal notes to keep the important notes at the top. The automatic renewal note should go into the history tab not the note tab.

   143 votes

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   8 comments  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
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7. On-shelf requests for specific user groups

   We have limited human resource for picking up the items for on-shelf requests. Therefore, we hope this service is only available for patrons in need, for example, disabled patrons or distinguished professors/researchers.

   Therefore, we need Alma to support “specific user groups’ to “request for on-shelf items”, and “pick up in different library/campus only”. It would also be nice if we can limit the number of on-shelf requests in a period of time.

   This will definitely help librarians to provide precise service efficiently!

   144 votes

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   4 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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8. Customize the amount of holdings displayed in the brief results

   Currently, only 5 holdings are displayed in the "Physical" tab in the brief results list in Alma. For IZs with many libraries, this is not always ideal and many clicks are necessary before getting to the complete list of holdings.
   The new sortlibraryby_relevance parameter helps but doesn't solve all issues.
   Therefore, we'd like to ask to implement a functionality similar to what can be done for the amount of records to be displayed in the results list (at the moment, one can choose between 10/20/50) so that for example staff users can choose whether they want to see 5, 10 or 15 holdings displayed in the brief results in Alma.
   (Additional reference: SF 00973579)

   Currently, only 5 holdings are displayed in the "Physical" tab in the brief results list in Alma. For IZs with many libraries, this is not always ideal and many clicks are necessary before getting to the complete list of holdings.
   The new sortlibraryby_relevance parameter helps but doesn't solve all issues.
   Therefore, we'd like to ask to implement a functionality similar to what can be done for the amount of records to be displayed in the results list (at the moment, one can choose between 10/20/50) so that for example staff users can choose whether they want to see… more

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   0 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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9. Alma Templates: allow user-by-user customization of default holdings templates

   The shared MARC21 holdings templates in Alma offer customization of the template properties, allowing the selection of one template as the default. This customization applies to the entire institution, and not the individual Alma user. Therefore, when we have multiple catalogers working with multiple templates, they all have to conform to one default template. It would be useful to allow each cataloger to set the default template for their workflow.

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   8 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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10. Monthly Limit Feature for Patron Purchase Requests

    We propose adding a feature that enables libraries to set a monthly limit on the number of purchase requests each patron can make. If a patron exceeds this limit, the system should automatically decline their request and display a message explaining the reason, such as: "Each patron is limited to submitting N purchase requests per month.

    Thanks!

    137 votes

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    2 comments  ·  Acquisition - Purchase Requests  ·  Delete…  ·  Admin →
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11. 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.

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    5 comments  ·  User Management  ·  Delete…  ·  Admin →
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12. Add and improve audit logging and system event tracking for changes to Alma configuration

    Many institutions have needs and requirements to be able to track when Alma configurations change, and who changed them.

    This is especially true because many Alma "administrator" roles combine complex librarian tasks with systems configuration abilities. For example, Catalog Administrator or General Systems Administrator is required to create new metadata import profiles - a task that catalogers need to do regularly. But, both roles also grant additional abilities to configure Alma behavior for resource management,
    integrations and the like.

    Use cases include:

    • Monitoring changes as part of standard internal audit review. For example, an institution may identify that even though electronic resources staff need Fulfillment Administrator in order to manage general electronic services, none of those electronic resources staff should be changing other areas of fulfillment configuration. Because Alma's roles do not separate those duties, the secondary requirement would then become to monitor changes in the fulfillment configuration areas outside Discovery Interface Display Logic to know which staff members are changing them and when. We would want a regular report that logged information like the name of the logged in user, the name of the table, the date/time the change occurred, what row(s) changed, and what the prior and new values were in those rows.

    • Troubleshooting unexpected Alma behavior. For example, suppose that custom linking for a set of CDI databases begins to behave unexpectedly. Configuration for those database links is handled in Configuration > Discovery. A staff member hears about the database issue, goes in and attempts to fix it,
      but can't. The issue then gets reported to a systems staff member. At that point, the systems staff member can only see the last updated by and timestamp. They need to be able to see who edited that table, and when, to help figure out what
      might have happened.

    Analytics currently has a subject area called "System Events" that does a poor job of capturing this information. For example, there is a system event type 6141 - Mapping table updated. However, the information captured there is internal tracking information and not actually relevant to mapping table updates, according to Ex Libris support.

    Improving how this data is kept and tracked would go a long way towards reducing risk of Alma not functioning as expected, and making it easier for institutions to manage audit requirements and troubleshooting needs for Alma users.

    Many institutions have needs and requirements to be able to track when Alma configurations change, and who changed them.

    This is especially true because many Alma "administrator" roles combine complex librarian tasks with systems configuration abilities. For example, Catalog Administrator or General Systems Administrator is required to create new metadata import profiles - a task that catalogers need to do regularly. But, both roles also grant additional abilities to configure Alma behavior for resource management,
    integrations and the like.

    Use cases include:

    • Monitoring changes as part of standard internal audit review. For example, an institution may identify that even though… more

    135 votes

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    6 comments  ·  Analytics  ·  Delete…  ·  Admin →
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13. Include Fulfillment Notes when Shipping items in Resource Sharing

    It would be nice if pop-up fulfillment notes on an item record were attached to a resource sharing request when an item is shipped, much like the barcode currently does. So if a damaged book has a note saying "Underlining noted," that note would attach to the request record so that the borrowing institution could see it. This would make it easier for the people processing on either end to know whether an item shipped with damage, or a set shipped with a certain amount of items, etc.

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    1 comment  ·  Resource Sharing  ·  Delete…  ·  Admin →
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14. Allow sorting of itemized set members similarly to logical set results.

    In Manage Sets, enable sorting the members of itemized record sets by title, creator, and publication date, similar to the criteria available for sorting results of logical sets. Currently our only option for sorting the members of an itemized set is by exporting to Excel and manipulating the resulting spreadsheet, which doesn't allow for clean sorting by the same criteria.

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    11 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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15. Allow renaming of normalization, indication, and merge rules

    Please allow renaming of normalization, indication, and merge rules. Right now you can only duplicate the rule and change the name of the copied rule.

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    0 comments  ·  Metadata Management  ·  Delete…  ·  Admin →
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16. Expired Hold Shelf to Alma mobile

    It would be practical to get the Expired Hold Shelf lists to Alma mobile so we didn't have to print them on paper.

    134 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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17. 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 help patrons who are specifically looking for Senior projects or Senior Theses in the catalog locate them. When patrons see “book” they might simply look over. Also, by either adding a generic Theses option or allowing more options for the Electronic Material Type will allow catalogers to accurately record information and, thus, making their catalogs accurate.

    Electronic Material Types should have more flexibility similar to the Physical Material Type. Institutions should be able to add to the list based on the needs of that institution’s collection. Or there should be a free-text box beside the already hardcoded Electronic Material Type for catalogers/library staff to be able to correctly identify the material type for a particular resource. Too, by adding more options, catalogers/Library staff can accurately run reports on Electronic Material Types and this can aid in clean-up projects, etc.

    With that in mind, I’m asking Ex Libris to consider adding more Electronic Material Types such as “Bachelor’s Thesis” or “Thesis” and consider the idea of allowing more granularity or not having them hardcoded.

    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… more

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    11 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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18. Provide email address information in search results of patron search

    When searching for patrons through Fulfilment>Manage Patron Services, it would be useful if the search results included the patron's email address so that library staff had a unique identifier to check against when there a multiple patrons with the same name.

    132 votes

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19. Adding new labels to a letter in Alma

    In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails
    I want to add new labels with translation field.

    For example the OrderListLetter.xsl has the following codes:

    department; billingaddress; date; issnisbn; sincerely; addressFrom; Cc; Bcc; note; letterName; orderdate; subject; polinenumber; price; quantity; shippingaddress; shippingmethod; title; vendoraccount; placeorderintroduction

    In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Customize Letters

    We want to add a new header cells, for example:
    <th>@@publication_place@@</th>

    Is there possible to add new codes in “Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails”?

    131 votes

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20. Add Day or Week embargo option

    When setting Coverage Information, current embargo options are to enter a number of months or years. Some publishers have a 2 week, or 14 day embargo; we cannot enter embargo information for these. Adding a Day and/or Week option would allow this information to be added.

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    7 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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