Alma
Your feedback matters to us. Help us improve Alma by telling us what you’d like to see using the message areas below. You can also can support something already posted.
We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
For more information please review our FAQ and guidelines. Thank you.
1699 results found
-
Disable the license terms from cascading down from POL to electronic collections and portfolios
The current situation is that after attaching a license to a PO Line, this license will override the license(s) originally attached to the electronic collections and the portfolios. We have 5000+ Chinese ebooks that come with a wide range of number of concurrent users. While we can update them using the 'Run a Job' function, but once the POL that is connected with the electronic collection is updated, it will override the license terms we have for the individual ebooks. So we would like to see if there is an option to delink the POLs and electronic collections from the…
3 votes -
Lost in Transit Items Alert
I would love it if we could get an alert sent to the task list widget for staff in charge of fulfillment when an item has been in transit too long ("too long" as defined by the institution could be set somewhere in config settings). This would then alert the staff member to check shelves, and if not found on local shelves, contact the other institution to ask them to check theirs. If the staff member alerted wanted someone else to follow up on things, they could assign it to another user.
Right now, staff must remember to check the…
6 votes -
Need job to force POLs out of Claims status
Over the years, many items of all resource types have fallen into Claims for one reason or another. For the purposes of cleaning up records, Alma should have a job that enables Acquisitions managers to force POLs out of Claim status, even for closed fiscal periods or POLs that are closed. The inability to move an item out of Claim due to it not following the strict receiving process is very inconvenient and makes the Claims function almost useless when its so cluttered.
5 votes -
Allow internal users to have a phone number as default required field (not email)
We have a mix of internal users, some community users do not have email addresses. We find that it is nearly impossible to set up Alma accounts for them when they do not have an email. We would like to have the option to set those users to have a default phone number as the required contact field and the ability to print on demand any notifications they may be.
1 vote -
Disable Electronic Activation Tasklist
It would be helpful to have the option to disable/enable the electronic activation tasklist. Whether or not the tasklist is incorporated into local workflows, the tasklist continues to grow with resources as they are ordered from the community zone. This leads to a very bloated tasklist with no clean way to clear items from the tasklist (i.e. resources that have already been ordered and received/activated remain on this list).
In a case with ExL (06794492) it was confirmed that items from the tasklist cannot be cleared in batch and each resource needs to be manually deleted.
By disabling the tasklist,…
5 votes -
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 -
renewal reminder
Is it possible to add the name of the e-collection to the POL renewal reminder email? the current reminder is generic and doesn't have any information in the email to let us know which collection is being renewed. most of the e-collections I have in the network zone, are Electronic Collection -> Subscription. the email reminders are not really helpful without the name.
0 votes -
Improve access to Developer Network by consortial staff
Currently the Developer Network requires unique email addresses for accounts, even across different institutions. This prevents our central office staff from having one developer network account, with their real email address, to use across our consortium.
Instead, they're forced to create multiple accounts, with bogus email addresses or no email addresses at all, in order to have access to multiple institutions Developer Network accounts. And, as we understand it, bogus or missing email addresses mean that the Multi Factor Authentication can not be used.
We believe a single account for an individual, tied to a single real email address, should…
4 votes -
Create a set from records held in the Metadata Editor
It would be useful to be able to save all of the records that you are working on in the metadata editor as a set to come back to later.
For example, this would be helpful when working on a bound with where you need to work on several records at the same time and need to add links across the records. At the moment, if this work is not completed and we need to return to it later, we would then need to create an itemised set by searching for and adding each record individually. Instead, it would be…
76 votes -
Please, let us use the full power of rft_dat / pid again!
rftdat (OpenURL 1.0) and pid (OpenURL 0.1), respectively, is one of if not the most powerful OpenURL field(s) and SFX allowed the customer to make full use of this power. It's such a shame for the Alma link resolver not even being able to parse a local identifier from rftdat / pid in cases when these parameters contain anything else than just the identifier (like in rftdat=<GVI>BV012345678</GVI>). So please allow regular expressions to define a pattern for a substring to extract from the value passed in rftdat / pid.
19 votes -
Add Available From/To dates (in General Tab) to Extended Export/Portfolio loader
The Available From/To fields in the portfolios general tab are currently not included in the portfolio extended export. Nor is it possible to populate the fields using the portfolio loader spreadsheet.
This makes it impossible to identify if these fields are populated in a portfolio without using Analytics. These fields should be included in Extended Export to make it easier to find, and should be available for the Portfolio Loader to make it easier to populate.14 votes -
Making Alma and Salesforce Work Better Together
Hi there,
Greeting from Marcos!
Here’s how we can improve how Alma and Salesforce work together to help libraries:
Automatic Case Creation: When something goes wrong in Alma, it can automatically create a support case in Salesforce. This way, issues get attention quickly, making it faster to fix problems.
Combined Dashboard: Create a single dashboard in Salesforce Marketing that shows real-time data from Alma. This helps library staff see important information in one place, making it easier to make informed decisions.
Better Communication: Link Alma and Salesforce so that notifications and updates about cases are sent automatically to users and…
3 votes -
Subtotal multiple allocated fund values on an invoice (for multiple invoice lines)
We often use multiple allocated funds for different invoice lines on the same invoice. When I am trying to compare with our financial system, I have to manually subtotal the amounts per fund to make sure it matches the cost center values. If the subtotal of all allocated funds used on an invoice (different invoice lines) could be present on the invoice lines tab or summary tab, that would be very helpful.
1 vote -
Don´t share locations when working in Alma in multiple tabs in the same browser
Since May 2024 Release it is possible to work in Alma in multiple tabs in the same browser.
Multiple tabs functionality works
.) in the same Alma environment
.) for the same logged-in userThe aim of the new feature is to enhance productivity and efficiency by enabling users to simultaneously work on multiple workflows.
However, it is not possible to be logged-in at two different desks/departments at the same time which would be necessary to really make working in Alma more efficient and to e.g. reduce mistakes when scanning in items.
You might be working at the circulation desk…17 votes -
Add OCLC number option to Borrowing->Create a Request ->From Search->External Search->World Cat
In the Borrowing->Create a Request ->From Search->External Search->World Cat
can OCLC number be added to the field options? This could greatly enhance matching for specific items.3 votes -
Mail Handling Integration - In September 2025 Microsoft Exchange Online to retire Basic auth for Client Submission (SMTP AUTH)
Are there plans for supporting more modern authentication methods (e.g., oauth2)?
I imagine that there are quite a few customers that use Microsoft Exchange (office365) as a relay and will be affected by the retirement of basic auth for Client submission. What, if any, are your plans for handling this?
Thank you
Related article:
4 votes -
Autoload collections – Better identification
Autoload collections are not always clearly identified in Alma. The default name of the collection does not always mention this information and there is no specific tag which can be searched or displayed in the CZ releases reports. This can be the source of useless changes by EIO or creation of cases.
We do not want to add terms like ‘AutoHoldings’ or ‘Autoload’ in the public name of the collection as this is not an useful information for end-users on Primo.It would thus be very useful to tag these collections with the mention ”Autoload” in the Alma collection search…
50 votes -
Add read-only parameter to Users > Role
In the Users subject area, you can report on roles, but not if a role is read-only. This means that reporting on who has administrator roles is very confusing and implies more access than may actually exist. That value needs to be added to this subject area.
4 votes -
Free text box in request forms
In the same way that there is a generic tick box built into all of the request forms, it would be useful to have a generic input box where we can request additional information about the request without having to contact them afterwards (such as purpose of loan).
9 votes -
Search and replace
It would be useful to have a feature like job that allows you to work on substrings, a sort of search and replace of a part of a part of a string. From what I understand, with jobs I can set or delete values but I cannot work on the contents as substrings.
1 vote
- Don't see your idea?