Alma
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1106 results found
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Make the confirmation message after a task is completed a hyperlink
When a task is completed in Alma, such as the creation of PO Line, a confirmation message appears at the top of the screen in Alma, such as:
Your request to order now POL-227 has been submitted.
OR
The request was successfully submitted : request id = 701397340002914
In these cases, we would like the identifying number given in the confirmation message to be clickable as a hyperlink and route the operator to the record, request, or POL that was just created or modified. So for the PO line, POL-227 would be clickable and open the POL for edit;…
14 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Pages option for digitization requests
Creating a partial Patron digitization request allows you to define two "from: / to:" page intervals. Sometimes, articles are spread across more intervals, but with no space for this information, that data is lost.
We would like to see a simple text field: "Pages:" to be used in situations as this. This already exists in Lending requests and should also be available for digitization requests.9 votes -
Request to Add Bulk Pop-up Note Option to Update/Notify Users Job
We would like to add pop-up notes to multiple patrons in bulk. However, there is currently no checkbox to add a pop-up note when running the job under:
Admin > Manage Jobs and Sets > Run a Job > Update/Notify Users > Add NoteAt present, a pop-up note can only be added individually through:
Individual Patron Record > User Details > Notes > Add Note > Pop-up NoteIt would be very helpful if a “Pop-up Note” checkbox could be added to the Update/Notify Users job parameters, allowing pop-up notes to be added to multiple patrons in bulk rather.
17 votes -
Limiting the list of Lending and Borrowing requests to the current Owning library
When we go to the list of Lending requests or Borrowing requests (either via the Tasks menu or directly under Fulfillment),
we get requests for both our libraries/campuses. This is the case, even if we have already chosen one of the libraries as our «current location».
When we choose one particular library as the current location it would be very helpful to get a list of request only for this library.
As it is now, we need to scroll down at the bottom of the left-side menu to choose the current Owning library.
Alternatively, if the above…35 votes -
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.
135 votesHi all,
thank you for supporting this idea.
I'm happy to inform you that starting from the August 2025 Alma Release, When the lender ships an item with a fulfillment note, the note is propagated to the borrower's side and assigned as a fulfillment note to the borrower's temporary item.
This enables resource sharing lenders to communicate important fulfillment related information about shipped items so that borrowers can take that into account when loaning to the patrons.
Read more in the Alma Release Notes.
Liza and the Product Team
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ALL Lending and Borrowing Letters should include external request id in Email Subject
Examples where this is painfully missing:
* Lender Reject Email Letter
* General MessageThis documentation contains the short list of letters where it is included:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters
Configuring Letter Labels
You configure the labels associated with specific letters on letter code tables.
Two kinds of data are substituted into, and configured by, the letter XSL (see Customizing Letter XSL Style Sheets) before the letter is sent (to the patron, or the printer, or wherever): labels and XML data. Alma generates dynamic XML data (see Viewing a Letter’s Source XML). Labels are strings of text that you create and translate. Some…11 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Convert to Resource Sharing Request - Needs to be able to work even if an item is in transit to the request.
Currently we have set up a Scan and Send process. However, dependant on how many staff we have able to digitize items on a given day. We will convert some requests to Resource Sharing. However, it is not possible to do this if an item is already in transit to the request.
1 voteAs of July release institutions can convert ‘Hold’ requests to ‘Resource Sharing’ requests if the pick-up location is personal delivery and the resource sharing library supports personal delivery.
for more information please see Alma July release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Prevent sending cancellation letters to Partners when a patron cancels a Resource Sharing request via Primo
Alma sends a cancellation message of a Resource Sharing borrowing request to a partner when a requester cancels this request in Primo. (Notifying a campus library to which a requester is assigned about a request cancellation is fine, but external partners should not be informed.)
There should be an option in Alma to prevent patrons' cancellation requests being sent to external partners, as this is currently not possible:
1 voteHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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last active date
User profile - Last active date
We would like to have a field in the user profile that shows patron’s last active date, i.e. loan, request or return. This field will be useful when deciding which user profiles to purge.
305 votesYou can now view the last activity date for specific activities in the Last Patron Activity Date field of the User Details Page. The field is display only and will be available for analytics in an upcoming release. Due to privacy concerns, data will only be collected from activation of this new feature onward. If the option is disabled, all data collected in this field will be deleted for all users.
For more information please see Alma February release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Reactivate exported borrowing resource sharing requests
Resource sharing borrowing requests which have been exported to third party broker systems should be able to be reactivated, in the same way as completed requests sent to P2P partners.
This is needed because we make mistakes! Sometimes a request is sent to a broker by accident.
We also need to be able to handle workflows which combine brokers and P2P partners. We want to be able to send a request to a broker system, and then if the request cannot be filled via that broker, to be able to return to the Alma request and assign alternative…
4 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Option for physical item requesting only items that are checked out.
In Alma, it seems that in the Terms of Use for requesting, you can only choose requestable and non-requestable. Is it possible to have an option to only request items that are checked out?
7 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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New type of block : booking
Currently the Block Preferences in Alma have Block options to permit Blocks on :
· Block types 01 et 02= Loan and renewals
· Block type 03= Loan and renewals and request
· Block type 04 = Resource sharing
· Block type 05 = Request
It would be good to include a type of block for Booking only. It would allow us to block Booking without blocking other services for a patron.
Right now libraries can’t choose to sanction a booking abuse without blocking every other service. It is too strong a sanction for some users.
Best regards,
Nathalie Darbon
92 votes -
Make Faceting in "Manage Purchase Requests" sticky
It would be very helpful if the faceting that can be done in Manage Purchase Requests can be made "sticky" for each user account; some who use that area/workflow are orderers, some managers, and some selectors. All may have different areas they only want to see (e.g. request type, location, or those with queries, etc.), and it would be nice if the faceting we do can be made sticky, so we don't see unwanted entries.
12 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Allow more customization on when notices are sent to Interested Users
Right now, if we add an interested user to a PO Line, they receive a notification when the book is received by the library. They often then make their way to the Access Services desk almost immediately, assuming a request was placed on the book, and anticipate checking it out. However, the title is usually still in Technical Services for end processing, copy cataloging, etc.
We would like to submit an enhancement request that this feature be more customizable, allowing us to delay the notice being sent to the interested user until the book is out of processing and has…321 votesDear community,
As stated below by Zohar Shemesh, for physical material it is possible to "keep in department" and have the letter to interested users sent only when "Done".
The description of this idea focuses on physical material. In the comments, some ideas were raised regarding electronic material.
I close this idea as the physical material part is already supported. You can open a separate idea, focusing on electronic material.
Thanks,
Tamar Fuches
Alma product manager
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Allow configuration of which columns are in the the Print Slip Report
For institutions that handle a large number of Patron Physical Item, and other request types dealing with their physical inventory, the Print Slip Report available under Fulfilment>Resource Requests> Pick from Shelf is a crucial workflow tool.
However the report output is inflexible, including columns which are irrelevant to many customers and which require hiding/deletion in Excel formats before being printed for onward process by library staff.
It would be a huge improvement to be able to configure the columns that go into this report to ensure that only the key ones are downloaded for each circulation desk's pick from…
148 votesThere's a great cloud app posted by the folks from University of St.Gallen, see - https://developers.exlibrisgroup.com/appcenter/print-slip-report/
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Preserve the requests when edit an item and save
When modifying an item and saving, the related requests on the item might be cancelled. We hope for preserving the requests if the item was changed. Or the system can provide a selection button, and the librarian can decide whether to cancel the request or not.
8 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Add the source field to Analytics
It would be useful to be able to report on the Source field from Resource Sharing requests in the Borrowing Request subject area of Analytics. Then we could analyse the channels that users' Resource Sharing requests are coming in from.
47 votesHello,
The source field is stored on the MMS of the borrower request, in field 590$$a.
This field is part of the ‘Bibliographic Details’ of the Borrowing Request SA in the "Local Note" field.
See - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/080Shared_Dimensions/010Bibliographic_Details
Best regards,
Hadas Granot
Analytics product team
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Configuring External Library names for display in Primo
In Alma it is already possible to enter external location names for display in Primo. We request this option for library names, too. Currently, the configured library name is exposed to the user in the Primo Getit tab as well as to the staff in several places in the Alma user interface, f.ex. the „currently at“ pickup list and the persistent menu. We request the possibility to configure an internal name for display in Alma (for example in abreviated form) and and external name for display in the Primo Get it tab.
75 votes -
Add active link function to all fields where a URI in subfield u is valid
Subfield u for uniform resource identifiers has been defined as a valid subfield in many bibliographic fields to provide automated access to electronic resources.
As noted in the OCLC bibformats: "Subfield ǂu defined as the URI is valid in the following fields: 031, 370, 381, 505, 506, 510, 514, 520, 530, 538, 540, 542, 545, 552, 555, 561, 563, 852, 856, 880, 883, 884, and 956. Additionally, subfield ǂu can be used in fields 901-907 and 945-949, either in accord with its control subfield definition or as a locally-defined subfield" (http://www.oclc.org/bibformats/en/controlsubfields.html#subfieldu).
Currently, only URIs in 856 subfield u…27 votesThis idea has not received sufficient support from the community through votes. As a result, it is being closed to allow those votes to be reallocated to other active proposals. We appreciate the contribution and encourage continued participation in shaping future initiatives.
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Buffer periods for Last Interest Date for Borrowing Requests
ISSUE: Quite a few of our borrowing requests are getting cancelled automatically by Alma, because people are setting a Last interest date of the same day or the next day. Unrealistic expectations are being created by the Last Interest Date. Yet, staff find it useful to know the Last Interest Date for borrowing requests where the patron indicates a date some time into the future.
LOCATION: ILL request form, patron facing (e.g. in Primo VE).
SOLUTION: Allow buffer periods to be implemented on the Last Interest Date. For example, a library may choose to create a 10 day…
11 votes
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