1040 results found

1. Daily quota of ISO-ILL Lending requests

   We would like to determine a daily quota of ISO-ILL Lending requests, like with RapidILL.
   Ideally, Alma would automatically reject requests beyond the quota and send them to other ISO Partners.

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2. Alma User Role for Editing/Deleting only Quick-Cataloged Records

   Scenario:
   Library staff frequently need to create records for resources using the Quick Cataloging feature. Often, those records need to be edited after creation, due to mismatching resource types, updated information, operator input errors, etc. Most of the staff using the Quick Cataloging feature are not trained as catalogers, and do not have cataloging roles in Alma.

   Problem:
   Quick-Cataloged records are not editable by staff without cataloging roles in Alma - who are frequently the creators/managers of these records. This has led to several different workarounds at various institutions:

   Some institutions have given their non-cataloging staff full cataloging permissions to mitigate the inability of Reserves and ILL staff roles to delete and edit bibs. Those non-cataloging staff then have privileges that allow editing of full records, Network Zone records, etc. These activities should be restricted to staff trained in cataloging.

   At other institutions, cataloging privileges are only extended to staff in technical services. This requires an inefficient workflow between access services and technical services to correct mistakes or delete records created in error.

   Request:
   We would like to request an Alma user role that allows the deletion and update of Quick-Cataloged records only.

   This new role would reduce the number of users with full cataloging privileges and increase both data security and compliance with auditing requirements for institutions that give circulation staff cataloging roles so that they can edit these Quick-Cataloged records.

   For institutions that restrict cataloging roles to trained catalogers, having such a role would allow them to streamline workflows for editing Quick-Cataloged records, and free up the time of their cataloging staff to focus on more specialized materials.

   Scenario:
   Library staff frequently need to create records for resources using the Quick Cataloging feature. Often, those records need to be edited after creation, due to mismatching resource types, updated information, operator input errors, etc. Most of the staff using the Quick Cataloging feature are not trained as catalogers, and do not have cataloging roles in Alma.

   Problem:
   Quick-Cataloged records are not editable by staff without cataloging roles in Alma - who are frequently the creators/managers of these records. This has led to several different workarounds at various institutions:

   Some institutions have given their non-cataloging staff full cataloging permissions to… more

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   0 comments  ·  Resource Management - General  ·  Delete…  ·  Admin →
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3. Less Scan In operations

   Despite the fact that Work Orders (WO) can be linked to a Circulation Desk, working with Work Order Departments and Circulation Desks in a same session can still cause many Scan In operations for the staff.

   There might be indeed several scan-in operations before an item becomes finally indicated as available (on shelf) on Alma/Primo. This is particularly the case for smaller libraries or library branches when most of the operations are made in the front office, at the library desk itself.

   We would like to reduce the number of scan-in operations so that for example at the end of an acquisition WO (receiving process fully completed) or when a digitization request has been completed (email sent to requester), the item becomes automatically available again (on shelf) without scanning in again the item (under Fulfillment > Resource Requests > Scan In Items). This option should be configurable at the library level (not at the institution one); this would allow flexibility in working with Work Orders for libraries and could significantly reduce the number of Scan In actions at a same desk.

   Despite the fact that Work Orders (WO) can be linked to a Circulation Desk, working with Work Order Departments and Circulation Desks in a same session can still cause many Scan In operations for the staff.

   There might be indeed several scan-in operations before an item becomes finally indicated as available (on shelf) on Alma/Primo. This is particularly the case for smaller libraries or library branches when most of the operations are made in the front office, at the library desk itself.

   We would like to reduce the number of scan-in operations so that for example at the end of… more

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   10 comments  ·  Other  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   As part of the November release you can now set relation rules between libraries so that transit for reshelving will not be required between certain libraries, departments, and circulation desks. This reduces redundant work effort by not automatically putting items in transit for reshelving when the libraries are close to each other. This does not affect other transit types, such as hold shelf, work order, and processing.
   A new link, Reshelve Without Transit Rules, is now available in the Fulfillment configuration menu. By default, a rule is created with no input parameter and an output parameter set to false to maintain current functionality.

   for more information see: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Library?mt-draft=true#Configuring_Reshelve_Without_Transit_Rules

4. Make citation information mandatory in digitization requests

   The patron form for digitization does not make page numbers, or any citation information mandatory. This would be helpful for patrons who do not provide complete information.

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   2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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5. An in process/holding status in Resource sharing lending

   We would like to see a status called 'In Process' created for Lending.

   There are often times when you need to contact a requesting library to confirm details. However as there is no applicable status to change the request to it risks being worked on by another individual if we leave it in unassigned.

   We could assign the item to ourselves however, if someone else receives the response or if the staff member concerned is away then the request gets held up longer because its not accessible. Ultimately you end up with double handling and it becomes a very inefficient process. Both in staff time and in the time it takes to get the book to the requesting library.

   Having an 'In process' status would indicate the item was worked on and is waiting for a response. It would also mean we could check on it frequently to ensure the request isn't forgotten about.

   We would like to see a status called 'In Process' created for Lending.

   There are often times when you need to contact a requesting library to confirm details. However as there is no applicable status to change the request to it risks being worked on by another individual if we leave it in unassigned.

   We could assign the item to ourselves however, if someone else receives the response or if the staff member concerned is away then the request gets held up longer because its not accessible. Ultimately you end up with double handling and it becomes a very… more

   9 votes

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   2 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Product Manager, Ex Libris) responded

   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

6. Possibility for turning off Auto-Assigning in task list when opening or editing an item without completing the task in the Alma Config.

   When working in several different task-lists in Alma, you are automatically assigned to any Item that you open and/or edit and exit out of without completing the task. This applies to items in the Purchase Request, Invoices (in Review) and Electronic Activation Task list and more.

   This may be perfectly logical for certain institutions' workflows, but for others it may be cumbersome to have this across all task lists.

   It would be great to have the ability to turn this auto-assigning on or off for the different task lists in the Alma Configuration so that people could open/edit and close an item (without completing the task) and still keep it in the Unassigned tab.

   When working in several different task-lists in Alma, you are automatically assigned to any Item that you open and/or edit and exit out of without completing the task. This applies to items in the Purchase Request, Invoices (in Review) and Electronic Activation Task list and more.

   This may be perfectly logical for certain institutions' workflows, but for others it may be cumbersome to have this across all task lists.

   It would be great to have the ability to turn this auto-assigning on or off for the different task lists in the Alma Configuration so that people could open/edit and… more

   50 votes

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   0 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
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7. Renewing resource sharing requests

   When changing the date in the borrowing side, we then have to manually change again in manage patron services. It would be great if we could just amend the date once and this information is carried across.

   35 votes

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   2 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
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8. Add Functionality to the Scan In Function in the Alma App

   Staff at Boston College are conducting a collection inventory using laptops to process items while logged into the full version of Alma. The laptops have proven unwieldy and to address this we have tried deploying iPad's for the work. However we ran into issues with bar-code scanning and the way that Alma presents its user interface on mobile devices.

   We were very excited to hear that Ex Libris had launched an Alma Mobile App. The interface is greatly improved on mobile devices, and we are able to successfully scan bar-codes during our testing using our bluetooth scanners. We were however disappointed by the limited functionality. In order to take advantage of the app for inventory purposes, the Scan In Items area needs to be enhanced to include the option to adjust the 'Change Type' to one of the following:

   Permanent
   Temporary
   Restore

   Thank you for considering this request. It would make a huge difference to our inventory process.

   Staff at Boston College are conducting a collection inventory using laptops to process items while logged into the full version of Alma. The laptops have proven unwieldy and to address this we have tried deploying iPad's for the work. However we ran into issues with bar-code scanning and the way that Alma presents its user interface on mobile devices.

   We were very excited to hear that Ex Libris had launched an Alma Mobile App. The interface is greatly improved on mobile devices, and we are able to successfully scan bar-codes during our testing using our bluetooth scanners. We were however… more

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   200 votes

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   Completed  ·  4 comments  ·  Mobile  ·  Delete…  ·  Admin →

9. Add Electronic Collection Information to the Bib Record Enrichment Fields in the OAI Publishing Profile

   Problem - Database type electronic collections are not getting published to Blacklight in the OAI publishing job. So bibliographic records that have database type electronic collection inventory attached, display as records without inventory in the catalog.

   Situation as described by Ex Libris - The OAI publishing profile is designed to publish the BIB record plus the enrichment fields. The Collection enrichment in the profile is for the Digital Collection, not the Electronic collection. The descriptive BIB record does not have Electronic collection as its inventory, the inventory is only Physical/Electronic/Digital. Adding Electronic Collection to the descriptive BIBs would be an enhancement request.

   Please add electronic collection to the collection enrichment in the OAI publishing Profile.

   Problem - Database type electronic collections are not getting published to Blacklight in the OAI publishing job. So bibliographic records that have database type electronic collection inventory attached, display as records without inventory in the catalog.

   Situation as described by Ex Libris - The OAI publishing profile is designed to publish the BIB record plus the enrichment fields. The Collection enrichment in the profile is for the Digital Collection, not the Electronic collection. The descriptive BIB record does not have Electronic collection as its inventory, the inventory is only Physical/Electronic/Digital. Adding Electronic Collection to the descriptive BIBs would be an… more

   49 votes

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   2 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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10. Add "Any" as selectable format for Resource Sharing requests

    The Resource Sharing request form does not allow a blank default (at least for books).
    And you cannot have different default values for Article and Book requests.

    Having the option "Any" available would give flexibility and allow to have no default value.

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    0 comments  ·  Resource Sharing  ·  Edit…  ·  Delete…  ·  Admin →
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11. Confirmation Notice for Curbside Bookings

    Alma has allowed for the Booking Request feature to be set-up and modified as a means to provide curbisde service or make appointments. However, it appears that no letter exists to confirm the appointment day/time with the user, which would be most helpful in providing user instructions, cancellation information, contact numbers, etc. I propose that this letter be added to enhance communication and expectations especially during this challenging time of changing services and delivery options. Thank you!

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    1 comment  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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12. Add Cancellation Reason field to Borrowing Requests and Lending Requests areas

    The field is already included in the Requests area.

    11 votes

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    1 comment  ·  Analytics  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Product Manager, Ex Libris) responded

    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

13. New institutional number sequence, or reset Additional ID, to shorten hold shelf pickup number

    In the April 2019 RN the feature "Additional ID for Hold Request Management" became available and it has been very useful for our library, especially since we have an open hold shelf and need anonymized hold shelf slips. By the end of 2022 we noticed that the number sequence wasn't reset when it reached 999-999-999 like we expected it to. Instead new numbers are added and we've been told that it will just continue to add new numbers and never reset. Very long serial numbers are not user-friendly, neither for the staff, nor for the patron.

    To prevent long numbers, we would like to have a separate number sequence for each institution, with the opportunity to reset the numbers locally (for example annually). If this is not possible, we would like the existing number sequence to reset at 999-999-999 and start again at 000-000-001 for the whole Alma system.

    In the April 2019 RN the feature "Additional ID for Hold Request Management" became available and it has been very useful for our library, especially since we have an open hold shelf and need anonymized hold shelf slips. By the end of 2022 we noticed that the number sequence wasn't reset when it reached 999-999-999 like we expected it to. Instead new numbers are added and we've been told that it will just continue to add new numbers and never reset. Very long serial numbers are not user-friendly, neither for the staff, nor for the patron.

    To prevent long numbers,… more

    197 votes

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    1 comment  ·  Fulfillment - General  ·  Delete…  ·  Admin →
    Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    The Additional ID is generated by a  third party software component which we have no control of.

14. PO Line and invoice attachments: Upload/View/Edit/Delete - additional user roles needed

    It is possible to upload attachments to a PO Line or an invoice. These attachements can be viewed, edited and deleted as well.

    In case of using Alma as (the only) data storage for e.g. invoice PDFs, it is very important that attachments can be deleted only by specially privileged staff users. Deletion might be necessery e.g. because of erroneous uploads.

    Looking into the 'Roles Reports' shows that there is no 'Delete' option listed (so Edit means also Delete):

    Purchasing Operator / Purchasing Manager

    • polineattachments.xml ... View Edit
    • po_attachments.xml ... Edit
    • invoiceattachmentstab.xml ... View
    • polineattachments.xml ... View
    • po_attachments.xml ... View

    Purchasing Operator Extended

    [nothing for attachments]

    Invoice Operator / Invoice Manager / Invoice Operator Extended

    • invoiceattachmentstab.xml ... View Edit
    • polineattachments.xml ... View Edit
    • invoiceattachmentstab.xml ... View
    • polineattachments.xml ... View
    • po_attachments.xml ... View

    The 'Delete' and 'Edit' options should be removed from user roles which are allowed to upload and view attachments.
    The 'Delete' option should be be an own user role. Alma already has this differentiation in other areas, e.g.:
    - Purchase Request Operator Extended (Delete purchase requests)
    - Selector Extended (Delete purchase requests)
    - Cataloger Extended (additional delete privilege)
    - Physical Inventory Operator Extended (additional delete privilege)
    - Electronic Inventory Operator Extended (additional delete privilege)

    It is possible to upload attachments to a PO Line or an invoice. These attachements can be viewed, edited and deleted as well.

    In case of using Alma as (the only) data storage for e.g. invoice PDFs, it is very important that attachments can be deleted only by specially privileged staff users. Deletion might be necessery e.g. because of erroneous uploads.

    Looking into the 'Roles Reports' shows that there is no 'Delete' option listed (so Edit means also Delete):

    Purchasing Operator / Purchasing Manager

    • polineattachments.xml ... View Edit
    • po_attachments.xml ... Edit
    • invoiceattachmentstab.xml ... View
    • poline… more
    92 votes

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    1 comment  ·  Acquisitions - General  ·  Delete…  ·  Admin →
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15. Add Ability to Exclude Holdings Records from LHR Publishing to OCLC When Holding/Bib Records Are Suppressed from Discovery

    Currently, Alma's LHR Publishing job for OCLC does not exclude holdings records from publishing when the holdings record or the related bibliographic record is suppressed from discovery.

    We request the addition of an option in the LHR publishing job to exclude such holdings records from publishing to OCLC. This functionality is particularly important for suppressed holdings records, as the management tag for publishing to OCLC is set at the bibliographic level. Currently, if a bib record contains two holdings records, it is not possible to publish one holding to OCLC while excluding the other.

    26 votes

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    0 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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16. Prevent users from submitting borrowing request when no Resource Sharing items are available

    Currently, when users click the resource sharing button and there are no items available to loan in the consortia (e.g., there is only one copy in the system and it's checked out or located in a non-lending resource sharing / unavailable location (e.g., reserve), users are shown a message that no items are available, BUT they can still click the 'submit' button on the request.

    Would it be possible to prevent users from placing the Resource Sharing Request? I've attached an example of an item that cannot be filled through the resource sharing network because it's on reserve at another institution. While the calculated availability shows no items available, I can still technically submit the request form, which results in an immediate cancellation. It would be better if when calculated availability shows no items, the 'REQUEST' button is greyed out / cannot be clicked, and/or have some mechanism to tell users they should try another options (e.g., show users the another configured ILL link).

    Currently, when users click the resource sharing button and there are no items available to loan in the consortia (e.g., there is only one copy in the system and it's checked out or located in a non-lending resource sharing / unavailable location (e.g., reserve), users are shown a message that no items are available, BUT they can still click the 'submit' button on the request.

    Would it be possible to prevent users from placing the Resource Sharing Request? I've attached an example of an item that cannot be filled through the resource sharing network because it's on reserve… more

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    1 comment  ·  Resource Sharing  ·  Delete…  ·  Admin →
    Closed  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    The system allows placing a request because it may still be able to fulfill the request by forwarding to a broker system, such as ILLiad. The indication on the form is only about known consortial potential lenders. There may still be an option to fulfill the request via a broker, if you configure one.

17. Improve user blocks functionality to prevent resource sharing requests for users who have resource sharing loans overdue

    Within Alma, it is possible to configure blocks that ensure users who have items on loan and overdue are unable to place any more requests until the items have been returned. However, it isn’t possible to apply blocks in a more granular way, such as to prevent a user who has resource sharing items on loan and overdue from placing any more resource sharing requests. It is not our library policy to prevent users with items on loan and overdue from requesting anything else until they have returned their overdue items, so we cannot apply blocks to encourage people to return their resource sharing items by the due date either. This is unfortunate because additional fees can be payable to some resource sharing partners for late return of their items. We would like to be able to specify in Alma configuration that a user who has resource sharing items on loan and overdue will not be able to place any more resource sharing requests until the overdue items have been returned.

    Within Alma, it is possible to configure blocks that ensure users who have items on loan and overdue are unable to place any more requests until the items have been returned. However, it isn’t possible to apply blocks in a more granular way, such as to prevent a user who has resource sharing items on loan and overdue from placing any more resource sharing requests. It is not our library policy to prevent users with items on loan and overdue from requesting anything else until they have returned their overdue items, so we cannot apply blocks to… more

    39 votes

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    2 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
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18. Maximum Renewal Period new option 'Renew until fixed date'

    When the summer holidays arrive, a special loan is made with a special rule with a fixed due date.
    But at that time, we also need the possibility to exist for that special rule, that the renewal is done until a fixed date.
    For this reason, I request add the option of 'Renew until fixed date' to Policy Type: Maximum Renewal Period.

    15 votes

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    2 comments  ·  Fulfillment - Loans  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Product Manager, Ex Libris) responded

    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

19. We need better options for configuring renewals relating to physical item requests and recalls

    We would like to be able to disallow renewals on material that is currently checked out when someone else places a request on that material without that being tied to recalls. We would like to use the 'Not Renewable – Item has Request(s)' option in the Block Preferences configuration, which we can't do at the moment because of our current recall configuration (no recalls).

    3 votes

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    1 comment  ·  Fulfillment - General  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Product Manager, Ex Libris) responded

    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.

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    Alma Product Team

20. Enable additional types of requests via API

    The API documentation for the Create User Requests endpoint notes that "is currently NOT possible to create GENERALDIGITIZATION, MOVE or WORKORDER request." Enabling this functionality would facilitate batch processing of items for various workflows.

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    0 comments  ·  APIs and Integrations  ·  Delete…  ·  Admin →
    Closed  ·  AdminUri Beladev (Product Manager, Ex Libris) responded

    Hello all,

    This idea has been closed as part of a cleanup process for ideas older than two years with little few 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 CERV process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team.