Alma
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1015 results found
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quick cataloging
Quick Cataloging
Since Resources>>Create Inventory>>Add Physical Item has been adapted for use in scenarios where additional cataloging is neither required nor desired (e.g. brief bibs for equipment), it would be nice to include a tick box (similar to the Suppress from Discovery) to indicate that additional cataloging is required. When the box is checked, a work order will be triggered for additional cataloging and the pick from shelf request will be created. When the box is not checked, the record and item will be created with no work order or request. Additionally, it might be nice to have a…
12 votesHello 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
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Monitor Requests & Item Processes screen: show item Storage Location ID and Description
Monitor Requests & Item Processes screen: show item Storage Location ID and Description
In the Monitor Requests & Item Processes screen it would be extremely useful to show the item Storage Location ID and the Description. And / Or to have item Storage Location ID and Description available in the excel export of this screen.
18 votes -
Lead time for booking requests
We use the Reading Room functionality for our Rare Books and Special Collections items. These items are not on open shelves and are securely stored with access only available to staff to retrieve items. Currently there is no way to specify a lead time between making the booking and the start time of booking (ie. you can make a booking for an item at 10am, with a booking start time of 11am that same day). Staffing levels, item availability and item condition can sometimes mean that items are not available for use immediately (if at all), which creates problems for…
28 votes -
Allow libraries to pick which resource sharing requests statuses appear in the Tasks widget
Not all resource sharing requests that require manual processing (ex. requests in the Mediated Patron Renewal status) appear in the Tasks widget. This can results in requests to not be processed in a timely manner, and it also limits the usefulness of the Tasks widget. We would like the option to configure which resource sharing statuses are shows in the Tasks widget.
18 votes -
Payment of requests in Resource Sharing
It would be great to have the facility to assign a fund code and encumbrance against resource sharing requests in the same way you do in acquisitions . Then when you receive your invoice from the supplier the amount charged/paid could then be reflected as a negative encumbrance against the assigned fund code.
14 votes -
Feature Request: Enhanced Reporting Capabilities for Alma Analytics
Hello Everyone,
I am reaching out to gather insights or suggestions regarding a feature enhancement I would like to see in Alma’s Analytics module. As an institution, we heavily rely on Alma for library management and its robust analytics capabilities. However, we have encountered some challenges with the current reporting options, particularly when it comes to customizing and automating reports.
Currently, while Alma offers a range of predefined reports and queries, our team often needs to create customized reports that pull data across different modules or require specific filtering, which isn’t always straightforward. It would be incredibly helpful if there…
2 votes -
Trials : when a participant reopens a survey form, the replys already submitted should display
At the moment, when a participant reopens a survey form he already submitted, all the answers are empty.
If he fills in again the survey form, at the end, when submitting his answers the second time, a warning message displays (do you want to submit again ?)
We consider that this warning is too late in the workflow.So our request is : when a trial participant has filled in a survey form, if he reopens the same survey form later, this one should display the answers already submitted.
19 votes -
Position sensitive NRs (Normalization Rules) - ISBD punctuation
ISBD punctuation is determined by the following subfield.
For example:
In 245 the subfield preceding $$b must end in one of the following:
1. space + colon
2. space + semicolon
3. space + Arabic semicolon (if your cataloging language is Arabic)
4. space + equal signThe NR syntax currently does not offer any straightforward solution for correcting ISBD punctuation.
We request the development of an NR function that will suffix the subfield with a string based on the subfield that follows it, including the case in which a subfield is the last one.
I think it would be…
76 votesAlma now supports XSL normalization rules, expanding its capabilities beyond the existing DROOLS support. This addition enables more advanced and intricate data normalization. This request can be addressed using the new XSL normalization rules. For detailed information on using XSL normalization rules, please refer to the May 2025 release notes available at: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Release_Notes
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Ability to report on Note (5XX) fields - bibliographic details folder/dimension
We request that the Bibliographic Details dimension in Alma Analytics have an entry added for Notes, wherever the Subject Area has "Bibliographic Details" presented. This Notes attribute should include all 5XX fields and subfields in the bib record. The data should use a separator (e.g., ;) to identify the information from different and repeated 5XX fields. This is useful information for libraries for reporting purposes.
13 votes -
Filter Pick From Shelf List, Active Hold Shelf, and Expired Hold Shelf by Patron Physical Item Request or Ship Physically
Currently, the Pick From Shelf list, Active Hold Shelf, and Expired Hold Shelf don't allow the items displayed in the list to be filtered. If Resource Sharing requests ("ship physically") and Patron Physical Item Requests must be combined, it would be much more useful to be able to filter out one or the other. It makes it difficult for Circulation staff to monitor the pick list and active and expired holds when we can't filter out the Resource Sharing requests that we don't work with, and the same holds for our Resource Sharing staff.
4 votesHello 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
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IZ Level Opt-Out of Embedding the Knowledge Center's AI Assistant in Alma
Background:
The August 2025 Alma release embedded the Knowledge Center's AI Assistant in Alma. There is currently a way for an individual user to hide the Knowledge Assistant but there is not a way for admin users to opt-out their institution if the Knowledge Assistant is not an appropriate tool for their institution.Request:
Add a new Customer Parameter which allows institution zone admins to opt-out of the Knowledge Center's AI Assistant so it is disabled for all users in Alma.Alternative option: Create a Knowledge Assistant role and only users with the role have the Knowledge Assistant embedded…
232 votes -
See the same information in Monitor Requests & Item Process menu that is seen in Borrowing Requests menu
It would be helpful to see the same information in the different places a staff member might check to see the status of a patron request. In the attached document, you'll see that there is much more useful information in the borrowing requests menu, including the preferred pickup location which is a critical detail. Can we have the same info display in both?
3 votes -
Work Orders: package of required enhancements
Work orders are useful but often cumbersome and don't work as required. A package of enhancements/fixes would make them much more useful and useable:
• Adding notes when creating work orders in bulk. This would enable having fewer work order types as explanatory notes could be used instead.
• Makes notes more (immediately) visible when scanning in (pop up message?). Again would enable fewer work order types as items could be easily catergorised according to explanatory note upon receipt at managing department.
• Select recall/not recall at work order placement (like pick from shelf), not baked into type (and in…224 votesThank you for sharing your idea and for the strong support it has received from others.
After reviewing the proposal, I’ve found that it currently lacks the level of specificity we need in order to move forward effectively. While the concept is clearly resonating with many, we require more specific context, use cases, or technical requirements to properly evaluate and implement it.
Given these constraints, I’m afraid I won’t be able to take this idea on . That said, if you’re able to refine it further or provide more clarity around the intended outcomes, I’d be happy to revisit it in the future
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Alert RS staff when Shipping a Lending Item that has also been requested by a library
When there are two requests for a book: one for the RS library and the other for our patron, the RS library is able to ship the item with no limitation and the patron's request is cancelled!! The ides is for the RS staff to be alerted that the book is requested when they ship it, and to answer the question "Do you still want to Ship?" Yes/No? We have also sent a case about this and were told that changing the Pickup Location to "Pickup Anwhere" would prevent the cancellation, however, this is problematic as we do…
6 votesHello 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
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Allow an IZ to be its own RS fulfillment network partner
In order to limit the request links that users must choose from, we would like to use resource sharing requests and the automated fulfillment network to first check local holdings and use that if available, then go to our fulfillment network partners if not. The most straight forward way to do this would be to make our IZ a fulfillment network partner and create an ordered rota template that would be applied before the template with our other partners.
12 votesHello 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
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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.
2 votesHello 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.
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Remove the adding files process from Ship Item Digitally action for digital titles
New Ship Item digitally action is great, but adding file process seems to be redundant when the requested title is already a digital title so it has at least one digital representation and its files. It would be much better if the user can select the representation and the files to send when the request is for a digital title, and the receiving partner gets an email containing the files or the links for downloading them.
12 votesHi,
is also possible to to ship digital resources that are managed in Alma, regardless of whether the digital content is stored remotely (using a Remote Representation) or locally on Alma.On the Manage Resource Fulfillment Options page (Digital Services section), the following actions are available if there are Alma managed digital resources for the requested title:
- View – View the digital representation. If the representation is a Remote Representation, you can also use a Ship action to ship the digital content.
- View Files (if the representation is not a remote representation) – Choose one or more files to ship, if they are stored locally on Alma.
- Deliver – View the files.
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Lending Requests - Save and Edit
We would like a Save and Edit button when entering new scan requests from a Search (like in Borrowing).
Currently there is only a Save button.10 votesHello 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
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Linking patron name to patron record
I have noticed there are several ideas suggested in the ideas exchange regarding linking a patron's name and/or ID to their record in Alma.
These include:
- 'Link patron loan to patron record' (posted 25/05/2016)
- 'Hyperlinking from request queue/holdshelf to patron record' (posted 21/09/2017)
- Ability to view patron data via patron ID link in resource sharing' (posted 11/01/2018)I have one more to add to the list - linking within 'Manage item returns'.
When an item is returned, the patron returning the item is displayed in the 'Patron' column, with a hyperlink to their record, and the option…197 votesThe solution approach will be to add a link from the user contact info pop up to the user record. This link will be available for users that have a role that allows viewing a full user record.
By having this link added to the user information pop up we will have added to the many places where user information is displayed.
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Bulk Work Order Functions
A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.
This would also allow you to remove work orders in bulk.
This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.
This function would, of course, need to inform the user…
28 votes
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