Alma
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1706 results found
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Different Print Templates by item type for Loan Receipt Letter
It would be great to be able to create different templates for sending out the email when a user checks out an item. Our IT department wants to send out a "Terms of Use" for when a user checks out equipment. Currently, if we were to add that to our letters, we have to place that for ALL check outs.
1 vote -
Resource sharing Rapido - matching process on 035 to allow for more granularity
When our users place a document delivery request or another library places a borrowing request for one of our items the system can look at System Control Number which includes OCLC number. This is good. If user has an OCLC it helps to ensure we are pulling the exact right item. But this includes anything in the 035 field. Currently we have the bib numbers from our previous system in the 035 which is standard practice. The system is matching on this number. This causes confusion and delays with requests. It would be helpful to be able to configure it…
1 vote -
Create a new PressReader China–specific collection
As notified by Exlibris Support, the PRESSREADER collection is no longer be updated and there is a PressReader China–specific collection that does not currently exist, so we would like to submit the idea to create a new Cina-specific collection . Thank you
1 vote -
Creating an invoice via the POL
Creating an invoice via the POL
Would it be possible to have a "create invoice" button/option within the POL via the invoice line tab. This would make creating invoices from PO more streamlined. Currently creating invoices "from PO" involves accessing approximately 5 screens. My idea would only require locating the POL, clicking on the invoice line and then selecting a button to create invoice
1 vote -
Hide Resource Sharing request button from all Primo records in a particular Primo View/Alma Campus
We wish to hide the Resource Sharing request button from appearing on all Primo records when viewed by a particular Primo view/Alma Campus.
We can currently set Discovery Interface Display Logic to "Hide service Resource Sharing Request" at the Institution level - which achieves what we want, but unfortunately blocks Resource Sharing requests on all of our Alma Campuses/Primo Views.
We would like to be able to configure the Discovery Interface Display Logic to "Hide service Resource Sharing Request" at the Campus Rules level, and thus achieve the above goal.
1 vote -
Make default filters removeable or customizable
The current version of Alma (as of 8/25) automatically filters out loans, and even clicking the "loans" tab in the fulfillment center will not display them; to see a patron's loans, you have to clear a filter. I have no idea why Alma would want to hide basic loan information from users in the first place, much less make it a barrier that has to be manually cleared every time a patron account comes up. And of all the myriad things that can be customized in Alma... this isn't one of them. Please make this filter removeable or modifiable. It's…
1 vote -
Show character limits in field
If there is a character limit for a field, show it. Ex being Vendor Details: Contact Information: Web Addresses: Notes. As of now, an entry going over the character limit is truncated with no notification, so unless you know to check, data is lost. Simply adding character limits visible (i.e. 351/400) would solve this completely.
1 vote -
From 'view vendor' list in POL, add '+' capability to Add Vendor?
Right now one has to either search vendor before order entry, or gamble that the vendor is already in the database and just try entering the POL. But then, if the vendor is NOT in the database, one has to back all the way out, add the vendor, and then start over.
It would be great to have an 'add vendor record' link right there, with a 'back' button to finish the POL in progress, That would really minimize workflow interruptions during the POL entry process. Might others find this helpful? If you hate stopping, navving somewhere else in…
0 votes -
Allow the existing configuration of the user form to apply also on the "Vendors > Contact People tab > Add Contact" page
This idea was opened by Ex Libris to see how the community supports it.
There is an existing configuration for the user form which was added in August 2022: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2022/Alma_2022_Release_Notes#Configure_the_User_Form
Please have this configuration apply also when creating a new vendor "Contact" (Vendors > Contact People tab > Add Contact).
For example, if an institution selected that some fields should not appear in the user creation form, these field should also not appear in the vendor contact creation form.
0 votes -
Physical PO line creation - allow the interested user defined on the PO line to place a title level request when the PO line is created
This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:
Today, when a physical PO line has an interested uset, a hold request is not created on the bibliographic title until the book is scanned in at a circulation desk (Item is received).
Customer rely on being able to see all requests on a title from the moment it is purchased. This is because they want both users and staff to be able to see the whole physical request queue from the moment a book is purchased, currently it creates uncertainties about who is…0 votes -
Add a new privilege to the "Purchasing Operator" role which will prevent users with this role from being able to delete items
This Idea was submitted by ExLibris to check the community support for the following enhancemnet:
Currently, users with "Purchasing Operator" role can delete items, the existing logic behind this is, when a PO line is created (even before it is received), there is a need for the Purchasing Operator to be able to delete the item in case of an error on the order.This Idea suggest to add a new privilege to the Purchasing Operator role which will prevent this user from being able to delete items - the new privilege should be enabled by default to maintain existing…
0 votes -
Job to build relationships between host item and component parts to be run 3 times daily
The Monograph in Series team is experiencing delays in checking that host items and component parts have successfully linked. The Job using the 773 field (Host Item Entry) and related record : 'MMS - Build Record Relations' currently only runs once a day at 22:00. We suggest this Job should be run 3 times per day to facilitate more speedy checking and prevent delays in the workflow.
1 vote -
Receiving Note - Ability to see when the note was last modified and by who
It would be great if there was a way to see which operator added Receiving Note and when the note was added. We are trying to go through and update receiving notes, and are coming across some that we would like to get answers for. However, we aren't sure who placed the note in the first place and it could have been years ago.
Being able to see who modified the receiving note last and when it was created would allow us to follow-up with the appropriate people or realize they no longer work with us, and move forward on…0 votes -
agree to copyright terms
Make the agree to copyright terms tick box mandatory when placing a manual resource sharing request.
0 votes -
Letter for purchase requests initially approved and finally canceled
Sometimes it happens that a user's purchase request is initially approved by the acquisitions staff and sent to the vendor, but sometimes it ends up being canceled for some reason.
Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Then it will be manually canceled.
We request the creation of a letter in which the user is informed of this circumstance. Together with this, we request that…0 votes -
Configure the User Services page to include statistical information
On the User Services page, when we are looking at a user's data, we can see the Notes and some other basic data. It would be interesting to be able to choose which of the user data we want to see here. Specifically, we are interested in including statistical data.
1 vote -
Have Alma/Primo support the ability to account for coverage dates in physical inventory.
Currently we have a display logic rule in place for articles - so if the item is available in our institution we do not provide a Resource Sharing option for the patron. So - if we do have the item - but not the complete item - (all the dates available) - we need to have the Resource Sharing option available for that patron. The display logic rule doesn't consider coverage dates for the display. Resource Sharing request is suppressed for any citation, including those that are outside of the date/volume range held by the library, we would like the…
0 votes -
Items should not be able to be checked out if they haven't been received
If an item isn't fully received at the receiving desk and is still showing as in the Acquisitions Tech Services department, items should not be able to be checked out to patrons, or they should be automatically marked as received and a work order created so they are routed back to the Acquisitions Tech Services department once returned. If items aren't fully or correctly received due to human error but are checked out to patrons, they may never be thoroughly received because they are likely to just be re-shelved when they are returned. It shouldn't be possible to complete fulfillment…
0 votes -
Batch Clear Local Information from Community Zone
Sometimes local information is added to a portfolio because the community zone updates are still pending. It would be helpful to have the option to clear the local coverage info as a batch process from the Community Zone Updates Task List
0 votes -
Streamline PO Line Renewals &
For PO lines for subscriptions that will be renewed, currently the funding, date, and cost information fields need to be manually changed for each term of the subscription. It would be helpful to be able to duplicate/indicate the new information for each year/term period and retain the old info for analytics/reporting, calculating increases, etc. If rollover functionality were to be added for the funds(s) and dates based on the term details, that would also be fantastic.
0 votes
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