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1106 results found

  1. Report of Outstanding Borrowing Requests

    We would like a to be able to: 1. Create a report of outstanding borrowing requests, 2. Automatically send the claim letters by email to the partners, 3. Update the status of the requests to Claimed.

    54 votes
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    Completed  ·  Dana Moshkovits responded

    As of March release for peer-to-peer resource sharing partners, you can trigger an automatic claim letter when a configured period of time is reached. For example, when the Automatic Claim check box is selected and the Time to Claim (days) field is set to 7, if a request was sent 7 days ago and the request’s status is still Sent, a claim letter is automatically triggered and the request status is set to Claimed.
    You can also configure an option to send a cancel message and continue through the rota.

    In case of an Email/SLNP partner, the letter is sent by email.

    For ISO requests, the notice is sent in a General Message. The text in the message can be configured

    for more information see Alma Release Notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

  2. Adding a physical holdings drop down to the request brief result would help in person enquiries.

    Case - Currently, when a user requests an item. If the user then comes to the libary and asks a college librarian to update them about how long before the item is ready to collect. If they search for the request and no item has been return that can fulfill the request. It takes 2/3 extra clicks to go via the 'view title in search' and find out the current availability of the items within that record.
    Solution - It would better if it was possible to click on a drop down of all physical holdings on that…

    1 vote
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  3. Make Alma able to deactivate the security of the RFID tags when lending items from other IZs

    In a network circulation context, Alma cannot currently disable the security of the RFID tag when lending the document from another institution zone (hold shel request on items of other IZs). We would like Alma to be able to deactivate the security of items of other IZs. Currently the deactivation must be done "manually" in a third party software.

    108 votes
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  4. Allow "personal delivery" for "interested users" of a POLine

    For library patrons who make use of the "personal delivery" feature for requests (be it distance-learning-students or employees working from home), it should be possible to have items delivered when they are "interested users" in a POLine. Currently, the pickup location for the request always is the circulation desk of the item’s location, as specified in the POLine.

    For librarians, this creates the need to find workarounds if we want to offer patrons good service via personal delivery to their homes/places of work. Worse, erroneously scanning such an item at the the circ desk creates a pickup notification, confusing…

    15 votes
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  5. Additional "title" column under Funds and Ledger - Transactions tab

    Hi,

    Under Funds and Ledger - Transactions tab, we get to see fields e.g. Type, PO Line, Invoice Line, Amount, Reporting Code, etc.

    Can we request for an additional "title" column. It will be very useful (esp for expensive purchases, eg e-collection) to know the title without the need to click on each POL/invoice.

    Thank you.

    121 votes
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  6. In Analytics Borrowing Requests subject area, add Shipped date. In Lending Requests subject area, add Received by Borrower date and Request

    In Analytics Borrowing Requests subject area, add Shipped date. In Lending Requests subject area, add Received by Borrower date and Request Completed date. The addition of these fields will allow us to more accurately calculate turnaround time, which in turn can help us improve our service standards.

    1 vote
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    1 comment  ·  Analytics  ·  Admin →

    Hello 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

  7. Attach printed letters to user record

    We send our bill notice to a central email account for price checking before sending onto the user.

    Request is for any notice to be added to a users record in the attachment tab, whether it is emailed or sent to print.

    38 votes
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  8. Improve precision of locate process for digital resource sharing article requests

    Currently, when identifiers are not included in a resource sharing request form, Alma uses a search mechanism based on keywords to guide the locate process. This results in many false positive matches. Additional locate by fields (title, author) selected in the partner’s locate profile and Resource Sharing Library lending setup are not considered in the process. Turning on the Locate only when all fields match setting does not improve the accuracy of the locate for article requests, as article author is not considered in the matching process for article, with the journal title being the main matching element.

    We…

    18 votes
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  9. All RS requests appear in Patron Services as Physical

    Resource Sharing requests appear in "Patron Services" with one Request Type: "Patron physical item request". However, in "Resource Sharing Borrowing Requests" there are two types of Requested Format: Physical or Digital. Both types should appear correctly under Patron Services, and not only Physical.

    3 votes
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    Hello 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

  10. update expiry from booking

    For bookings, it is possible to update expiry from the request list in the user account, but it would be very practical to have this option in the active and expired hold shelves item lists for bookings, too.

    30 votes
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  11. Alma Purchase Request Facets - filter by fiscal year

    It would be helpful to have facets in the Alma Purchasing requests to be able to filter out orders by fiscal year. The fund codes connected to the orders have fiscal years attached to them. It would be helpful to only be able to see the orders that are within the current fiscal year and not every order ever entered.

    3 votes
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  12. Ability to store & track VPAT® documents

    As part of the procurement or licensing process, many libraries may request that a vendor provide a VPAT® (Voluntary Product Accessibility Template) in order to indicate their compliance with Section 508 of the US Rehabilitation Act. It would be desirable if functionality could be developed somewhere in Alma that would allow libraries to track & report whether/when a VPAT was requested and received, which VPAT version was used, and local notes related to accessibility testing.

    118 votes
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  13. Enhance conditions in General Electronic Services based on holdings/locations

    Currently in a general electronic service we can create conditions based on limited bibliographic metadata via openurl format.
    This is a request to enhance conditions in General Electronic Services further to allow conditions based on holdings/locations/items.
    We want to be able to display specific retrieval services only for records that have a specific relevant location.

    77 votes
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  14. Change / improve the Booking process for staff and patrons

    Hi all,

    We wish to submit a proposal to change the current booking process for staff creating a booking request in Alma AND for patrons creating their own bookings in PRIMO VE.

    Now, Alma’s option to submit ‘’ Booking ‘’ requests requires us to first search an item, select it and then enter booking times for each piece of equipment desired, which is very time consuming.

    When patrons book equipment, they often need up to 10 or more pieces of equipment for the same booking period. This is quite inconvenient and increases the risk of mistakes in the process.

    …

    40 votes
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  15. Provide patrons notification of reasons for failure to renew a loan

    Please note: this idea is not ours originally. We voted for this as an institution as part of the first round of NERS 2018, where it was Req ID 5782. I noticed that it isn't in Ideas Exchange now (or at least I don't think so).

    Quoting the original description: 'We would like it to be possible to notify users when they have an item on loan that cannot be renewed, and to explain the reason to them so as to avoid confusion to patrons. Reasons may include: - because it is requested, - the patron has reached their…

    127 votes
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    Completed  ·  Dana Moshkovits responded

    The Courtesy Notices now includes the last renew status and date in its XML. This can be used to notify the patron why the last automatic renew failed.
    For more information please see Alma December release notes.

  16. Ability to run user purge on a set

    The current purge job does not allow for granularity beyond the user group and the number of options and filters for the Purge User Records job is very limited.
    It would be helpful to be able to run patron purge on a set of user records, or alternatively for Alma to add a user delete job (under Manage Jobs and Sets > Run a Job) that runs on a set.
    (see also NERS Request ID 5304)

    269 votes
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    Hi all,

    I'm happy to inform you that Alma now allows purging users based on a set. This new option enhances the library's ability to purge users based on varying user record attributes, such as last activity date or expiry date. It is also possible to define a scheduled job. The job is run from the Run a Job page at Admin > Manage Jobs and Sets > Run a Job > Purge Users.

    read more in the November 2025 release notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Release_Notes?mon=202511BASE#:~:text=Purge%20Users%20Based%20on%20Set

    Best, Alma Product.

  17. Copyright Statuses within Digitization Fulfillment requests

    In Alma's fulfillment area, processing a library/patron digitization request often requires multiple steps to get copyright approval. Currently, the copyright clearance process is a single step - a check against the Copyright Clearance Center (CCC), but if a publisher or rightsholder isn't part of CCC, the licensing process must be managed outside of Alma.

    If the digitization request is a product of a citation (ie from Leganto or Alma COurse Reserves), then it would be helpful to include relevant course data and the number of students in the course as part of the request.

    We propose adding a new…

    3 votes
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  18. Alma Withdrawal Option

    Our library needs the Withdraw function in Alma. We request a Deposit when we lend particularly valuable items. After the reader returns the book, the Deposit should be refunded. And this option is not available in Alma. There is a Pay option, but there is no Withdraw/Refund function, and we would like to be able to settle all financial matters in Alma (and not use external fiscal programs / cash registers).

    157 votes
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  19. Physical Item Hold Requests

    Multi site library - prevent users from placing a physical item hold request on items that are available on the shelf of the library they are placing the hold request from - if the item is not available on the shelf but a copy is available at a different location then placing a physical item hold request should be allowed.

    2 votes
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  20. File Naming

    Current system behavior replaces user-defined file names with the Rapid request no. and the Cross Ref IDs during the delivery process. To meet ADA Title II standards, we need the system to preserve the original staff-assigned filename when the file is delivered to the patron.

    32 votes
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