Alma
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1700 results found
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Make "Change expected date"-button available for unclaimed PO lines
Currently, the function “Change Expected Date” is only available, when a PO line is in claim.
However, it happens often, that vendors announce a delayed publishing date before a POL is claimed. It would be very practical, if in cases like these, the expected date could be changed via the button "Change Expected Date" as well, instead of having to open the POL > Edit > Change date > Save.
It would save a few clicks and allow us to use the same workflow for the same task.
78 votes -
Tasks menu – customising display options.
UNSW Library are proposing that libraries can determine the options in the Alma Tasks menu “Citations” and “Reading Lists” display.
In Alma the Tasks menu displays as a widget or clipboard icon. (See screenshot)
The Tasks menu is an important feature for monitoring Citation/Reading List statuses. Over the years we have created local statuses and would like to build these into the display. As well as remove those statuses we do not need to monitor.
The benefit of this customisation allowing a library to configure these displays improves processing workflow.
25 votes -
Add Close Note to the Change PO Lines Status job
We would like to add a Close Note when running the Change PO Lines Status to Close orders. Currently we can add a Cancellation Note but if we CLOSE a batch of orders (essentially cancelling continuation orders that have had receipts), there is no way to add a general note that populates all order lines. We have to manually add a note to each order.
4 votes -
Combining "Request Type", "Work Order Type" & "Process Type" in a single analytics report
We'd like to retrieve a full list (with breakdown of all Work Order Type, including withdrawn, display, missing, not for circulation items…etc) of physical records by Material Type, Word Order Type & Process Type via Analytics. However, only part of records can be retrieved currently after combining Process Type & Work Order Type together. After consulting Salesforce, it is confirmed Analytics do not support to combine these fields together in a single report. It's crucial to enable combining these fields in a report as library always need to review the figures of each Work Order Type & Process Type, not…
21 votes -
Add Bursar Transaction ID dimension to Fines and Fees Subject Area in Analytics
Bursar Transaction ID is a critical data element when an institution uses a Bursar integration profile to export fines/fees and import payments. We recently implemented this integration and are looking at ways to reconcile Alma transactions with data extracted from our bursar. If Bursar Transaction ID were present as a dimension in Analytics, this would be much easier. It should be added.
20 votes -
Display collection "Public Name" instead of "Public name (override)" in Import Profile Details
We repeat the use of "Public name (override)" to aggregate several local collections under the same heading in our discovery layer. In the example I am dealing with, we use "Project Muse eBooks", but have separate collections for each year of titles. The import profile that we use to load these titles displays the override name, which means that I am unable to tell which collection we are loading into without editing the profile and selecting a collection anew.
I would love it if we could use the "Public Name" of the collection in Inventory Information tab of the import…
32 votes -
Renewal Hour and Renewal Time in the Renewal Date folder on Fulfillment
Hello,
Some days ago one of our libraries asked for some hourly fulfillment reports. I then noticed that the "Renewal Date" folder does not have a "Renewal Hour" nor a "Renewal Time", as most of the other date folders have. Is it possible to add a "Renewal Hour" or "Renewal Time" to the "Renewal Date" folder?
Regards,
Oberdan
28 votes -
Enable us to display items in an "Unavailable" location type as Unavailable in Primo
We need the ability to show items that are assigned to a location with Type = UNAVAILBLE to show as unavailable in Primo
The primary use cases that prompt this idea are:
1. A library is closed for renovation and the items are inaccessible to staff and patrons, but the items must still be discoverable so that patrons can be directed to Resource Sharing in Primo.
2. Portions of a collection are temporarily inaccessible to staff and patrons, and the items are assigned to a temp location, but must still be discoverable so that patrons can be redirected to Resource…267 votesDear colleagues,
Thank you for raising this idea.
This was part of the CERV cycle in 2025, but did not make it to the final list.
During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:
Option 1: New dedicated process type
- It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
- Items marked as "unavailable" will be considered as "not in place"
- The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules
Option 2: Mark a location as "unavailable"
- It will be possible to mark a location as "unavailable"
- All items in this location will be considered as "not in place"
- The difference from option 1 is that when an item…
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RS - Copy Request Note to Request Cancel Letter as well wheb Converting Borrowing requests into patron physical item requests
The idea of
Converting Borrowing requests into patron physical item requests
has been implemented in 2019 (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201902BASE).
Request Note is copied in the Note field of the request.However it would be great that, after a successful 'View local resources' the request note could also be copied to a Note field in the "Ful Cancel Request Letter" automatically received by the user, thus letting the user know more specific info we usually write in the request note. For example, we write there an additional link to the resource we might have found, Having that automatically in a Note…
13 votes -
Overdue notifications
If a user has an overdue notification fee the title of the book for which they got the fee is not mentioned in the Titles colum of the Fines tab on the user record. If it was it would help us explain the fine to a user looking for an explanation at the counter. Can this be fixed?
7 votes -
Allow groups of partners to be selected in rules tables by rota template or other attributes
We are a large university, with many resource sharing partners. We would like to set up rules concerning certain groups of partners, e.g. we charge more for sending physical items internationally due to the cost of postage, and want to set up Shipping Cost rules to reflect that. Unfortunately, it seems like the only way to do so is to select "partner" as a parameter and select each partner individually.
We would like to be able to select all partners with particular attributes, e.g. all partners in a particular rota template, or all partners using a system type. This would…
4 votes -
title and other variables in email subject field
We would like to include variables in the email subject line for emails to make more sense to patrons. When patrons see generic email headings, they tend to see the email as 'noise' along with other institutional email clutter. However, when patrons see a title that is personally relevant to them when they scan their inbox, they are much more likely to open and read the message.
We are asking Ex Libris to consider using the same syntax of @@variable_name@@ as a method to include variables in the subject field of the email. Please consider:
title
requestID
requesttype9 votes -
Abilty to edit the authorities from CZ
In bibliographic records and in Browse Bibliographic Records you can check the information of the linked authority - also CZ authorities. The possibility to take the authority directly in edit mode, as you have the right to edit authorities of the CZ
118 votes -
Prevent deletion in Community Zone based on field or value in specific field.
Blocking deletion in Community Zone based on field or value in specific field. Possibility to be definded as a parameter for each CZ vocabulary.
106 votesAs you all know, the Community Zone content is shared among all Alma customers, each with different requirements. Therefore, I’m not sure this request would be acceptable to the wider Alma community. That said, if there were a consensus on a closed list of fields that CZ bibliographic records should be restricted from deleting per MARC profile, this capability already exists and is managed by the Ex Libris Content Operations team. Unfortunately, this is not available for authorities. Do you think such a consensus could be reached?
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Exporting invoice lines with multiple funds
This is a known issue. According to an article of April 2023, "When POL is paid with 2 funds, and invoice is created, the export to Excel of the invoice lines only contains the 1st fund." It would be nice to have all funds included on the Excel file for better fund analysis and reporting.
6 votes -
Notes for display logic rules
We would like a notes tab in the Discovery Interface Display Logic rules screen. We have over thirty rules, and some are inactive. We would like a way to record some notes as a record of our decision-making for this quite complicated area.
7 votes -
Enable configuration options to only prevent renewal of overdue loans (while keeping non-overdue loans renewable)
It isn't possible to prevent renewal of overdue loans without using a block, which also prevents renewal of non-overdue loans.
We would like to be able to prevent loans that have become overdue from being renewed for the purposes of a TOU switching between term and vacation loans. During the vacation we have no maximum renewal limit and this means that previously overdue loans become renewable again.
3 votes -
Ability to add invoice line by scanning ISBN or Barcode
Manually keying invoices, especially for LOTE books is difficult when you can't easily use the ISBN or shelf-ready barcode to bring up the POL to create the invoice line. The title on the invoice supplied by the vendor rarely matches how the title is imput in Alma in the POL, so that is an unreliable data point. ISBN and Barcode should also be options for searching for Order lines in a basic Order line search.
2 votes -
Item Statistics Notes fields - choose controlled/not controlled individually
At present it is possible to choose for all three of the Item Statistics Notes to be controlled (i.e. select field contents from a drop-down list) or for all three not to be controlled (i.e. free text).
This is restrictive and inflexible. It would be preferable to be able to choose field by field which are controlled and which are not, i.e. have some of the Statistics Notes free text and others controlled.
25 votes -
Work Order Types feature allows adjusting priorities OR Work Order Types can be switched according to the user's role
Work Order Types feature allows adjusting priorities OR
Work Order Types can be switched according to the user's role (more or less Work Order Types functions)Process type function options in the Items level can be remembered.
It used to be possible to memorize frequently used function options, but now they have disappeared.😢7 votes
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