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1106 results found

  1. Monitor Requests & Item Process Activity Status Filter

    Add Activity Status: Rejected to "Monitor Requests & Item Processes"
    It would be extremely helpful to have the Activity Status Rejected on the "Monitor Requests & Item Processes" Activity Status Filters. If it could be added as an option with Active, Completed and All, that would remove a ton of extra time and labor for our fulfillment processes.

    19 votes
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    3 comments  ·  Fulfillment - Requests  ·  Admin →
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  2. Prevent RS requests from having a queue of requesters

    We have noticed some Resource Sharing requests appearing in the Activate Next tab on the Expired Hold Shelf (Fulfillment). Activate Next activates the next request in the queue, which cancels the first request and makes the item available to the next requester. However, within our workflows Resource Sharing requests don't have a queue of requesters. If the request automatically goes to the another patron, the next patron will not have signed the copyright declaration.

    1 vote
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    0 comments  ·  Resource Sharing  ·  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

  3. monitor requests on loan

    In the Alma Monitor Requests & In Processes module, add the ability to filter requests for items that are currently On Loan.

    11 votes
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    0 comments  ·  Fulfillment - Requests  ·  Admin →
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  4. Allow the font to be changed/enlarged in the MD Editor

    In the MD Editor it is currently impossible to change the font size or type. Could this please be changed? Catalogers expect this functionality, as both Voyager Cataloging and the OCLC Connexion client allow users to change the font size and type. Thank you for considering this request.

    15 votes
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    3 comments  ·  Metadata Management  ·  Admin →
    Closed  ·  AdminErez Shabo (Product Manager, Ex Libris) responded

    This 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.

  5. Better information design for pop-ups in the New Circ UI

    When managing return items in Alma: information in the pop-up on subsequent steps in the process is difficult to read due to a small typeface. Also, not all information is relevant or, strictly speaking, correct (e.g. "item is not on loan" even when there is an active request).

    We would like to see a larger font in general, or, if this is not feasible, at least the requester's name in bold typeface. This would add a much needed visual cue for staff processing returns.

    The bullet point about the item not being on loan could be supressed as…

    59 votes
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    1 comment  ·  Fulfillment - Loans  ·  Admin →
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  6. Make message that displays when resourcing sharing service not available a modifiable label

    Currently most fields on the resource sharing request form can be renamed via the labels interface. However, when a user cannot place a resource sharing request because of fulfillment policies (e.g. their user group or they have exceeded a limit) the message that displays cannot be modified either by ourselves or by support.

    Making it a modifiable label would be consistent with other fields and would allow libraries to edit this to, for example, indicate the most common reasons for being unable to access the service and to give contact details for getting support.

    11 votes
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    2 comments  ·  Resource Sharing  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    In case of blocked Primo’s Blank ILL request, the error message “Resource sharing request service is not available” will be from now on a MashUp label which can be customized and translated.

  7. Pop-up note when patron has something on the hold shelf

    When scanning the patron's barcode or searching for a patron in Manage Patron Services, can a pop-up notification be configured to alert staff that there are items held for the patron on the hold shelf?

    Currently, you have to look at the User Notes section on the right hand corner of the screen and it's gray text that does not draw attention. You can also look in the request tab if it is dog-eared but it will display all requests statuses; not just when an item is on shelf ready for pick up.

    Since patrons don't always check their…

    164 votes
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    7 comments  ·  Fulfillment - General  ·  Admin →

  8. If possible, it would be very useful to be able to use the ‘Release assignment’ function for a batch of requests in the same way in which we

    If possible, it would be very useful to be able to use the ‘Release assignment’ function for a batch of requests in the same way in which we can ‘Reject Selected’.

    For our workflow, it’s infinitely more likely that we would need to release more than one request at a time instead of rejecting more than one at a time.

    7 votes
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    0 comments  ·  Acquisition - Purchase Requests  ·  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

  9. Customize search labels for local authorities

    We would like to configure the search labels for local authorities. We have already checked, but the MARC21 fields used for the corresponding local authorities (084, 600, 651) are not shown in the list of search labels. Unfortunately, the support was not able to help us. They said that index codes to search index labels mapping and expanding the index fields is an enhancement request.

    20 votes
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    0 comments  ·  Resource Management - General  ·  Admin →
    Closed  ·  AdminErez Shabo (Product Manager, Ex Libris) responded

    This 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.

  10. 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…

    70 votes
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    10 comments  ·  Other  ·  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

  11. Please add notification about blocks in Primo when requests are not allowed for the item or patron

    This idea relates to Fulfillment configuration setting ‘Prevent Requests for Blocked Loans’ in the Alma May 2026 Release Notes (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/080General/Configuring_Fulfillment_Jobs#block_request_if_not_loanable):
    In our Sandbox we changed the parameter key ‘blockrequestifnotloanable’ from NONE to PHYSICAL, which indeed activates a block when a pratron is not eligible to request an item. But now we see that in Primo the Patron is not informed about the reason for the block, so he/she gets lost.
    Please add a setting that shows the user a specific notification about blocks in Primo when requests are not allowed for…

    7 votes
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    2 comments  ·  Fulfillment - Requests  ·  Admin →
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  12. Usability issues with the New Circ UI

    1. When processing items from a cart, if they are scanned at Return items and the item is a Ship physically item, the new UI just brings up the item and in small letters says Next Step - System - and the library its to go to. It also says not on loan (which in this case is not helpful, because there is an active request). The system "ships" the item, but doesn't tell you that it did and in order to print the shipping slip staff have to go back to the lending queue and find it.
    2. We believe…
    11 votes
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    1 comment  ·  Fulfillment - Requests  ·  Admin →
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  13. 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.

    30 votes
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    0 comments  ·  Resource Management - Physical  ·  Admin →
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  14. Override patron physical item request Limit

    There is a Max. physical item requests in Patron Limits.
    However there doesn't appear to be an ability to allow staff to override this limit, which from time to time they need to do.
    I propose that there is a parameter that allows staff with a particular role the ability to override this limit.

    1 vote
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    0 comments  ·  Fulfillment - Requests  ·  Admin →
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  15. 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…

    51 votes
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    0 comments  ·  Acquisitions - General  ·  Admin →
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  16. 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.

    15 votes
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    1 comment  ·  Resource Sharing  ·  Admin →
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  17. Quick printing of Loan receipt in requests for personal delivery

    In the workflow for items requested for personal delivery via the GetIt tile, all documents are sent to Quick Printing except for the one needed most to ship the requested item, namely the Loan receipt containing the delivery address (quick printing means: opening it in the browser’s print dialog). When scanning in an item picked from the shelf, the loan receipt is not sent to Quick Printing but only to the email address configured as Fulfillment printer and to the printouts queue, where our staff must then locate it and send it to a local printer.

    We work…

    8 votes
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    0 comments  ·  Fulfillment - General  ·  Admin →
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  18. Create a way of marking borrowing requests visually for Staff Attention

    Sometimes we receive borrowing requests that need special staff attention when the item is received or returned. Examples include:

    • When the other library is sending an invoice inside the item we are receiving
    • When the other library requests special handling in the use of the loaned item
    • When an item needs to be returned in special packaging or with insurance
    • When an item needs to be returned with accompanying IFLA vouchers
    • When an item has loose pieces which need to be checked for before return
    • When the item received in a request did not come from the active…
    5 votes
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    0 comments  ·  Resource Sharing  ·  Admin →
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  19. 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…

    66 votes
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    0 comments  ·  Resource Management - General  ·  Admin →
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  20. 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…

    200 votes
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    Completed  ·  4 comments  ·  Mobile  ·  Admin →
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