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1106 results found

  1. Request for Bulk Activation of CZ Collections

    Previously, I submitted an enquiry via Salesforce regarding whether Alma provides a native function that would allow customers to activate a large number of Community Zone (CZ) collections in bulk. We were informed that such functionality is currently not available.

    As we may need to activate approximately several hundred collections, the current manual process is extremely time-consuming. I would therefore like to explore whether the following approach could be considered or supported.

    Using Gale collections as an example, would it be possible to:

    Upload a list of CZ Collection IDs and activate the corresponding collections in batch;
    Subsequently run the…

    2 votes
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  2. Show orders and requests in repository search regardless of role

    Every staff member should be able to see if there are orders or requests for a title regardless of their roles.
    It's important e.g. for staff at info/circulations desks to see why a title without items is found - as well as for receiving operators to see if there are any patron physical item requests...

    Still, of course, one should only be able to edit orders or requests with the respective privilege.

    17 votes
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    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.

  3. Default pickup location in direct requesting

    In Direct Requesting, have the default pickup location be the PATRON'S home library OR have the default be BLANK. Right now, the default is the ITEM'S location. If the default is accepted, the patron may have to travel some distance to pick up the item.

    16 votes
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    See July 2017 Release Notes -

    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/020_2017/060July_2017/Alma_July_2017_Release_Notes/04Fulfillment_-_July_2017_Enhancements

    “A new customer parameter, ful_network_default_pickup_inst, controls the initial value of the pickup institution field in a fulfillment network request form.

    *If the parameter’s value is set to blank, the initial value of the pickup institution is blank.

    *If the parameter’s value is set to patron, the initial value is set to the patron’s institution, meaning that linked account users will show the patron’s source institution.

    *If the parameter’s value is set to local, the initial value is set to the local institution, as it has been in the past. This is the default."

  4. Add a copy (bcc) to the library when cancel request

    When a cancellation is made, a message is sent to the user notifying them, but a copy of this message does not reach any of the libraries involved. I suggest adding a BCC for the library.

    3 votes
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    HI,

    It is possible to send system emails with blind carbon copies (BCC) for any preconfigured email address. All letter tables will contain the new field, bcc_address. This can be used to send copies of letters to the relevant library’s email address.

    See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/030_2016/05August_2016/Alma_August_2016_Release_Notes/04Fulfillment_-_August_2016_Enhancements#BCC_Selected_Notifications

  5. More flexibility needed for display of locations

    Our users complain that it is difficult to find the locations of items and that too many clicks are needed to find out if an item is available.
    This is the most problematic in the Locations display for journals (and monographs with the item description field filled in).

    More specificly, issues are:
    - The shelf number is not indicated clearly enough
    - Users search for items in the library that are not on shelf because they don’t click through to the single holdings display to check the availability (in the "journal display") or because the availability indication like e.g. (1…

    262 votes
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  6. Electronic Collection Activation - Ability to specify Inventory groups

    I would like to request there be an option to specify inventory groups when activating an electronic collection from the community zone. We actively share our Alma with another institution and utilize inventory network groups. When activating an community zone collection, there is currently no option to specify inventory group(s) the collection (or FT service) belongs to . This causes those portfolios to appear in ALL primo views until we can specify groups AFTER the activation process is finished.

    19 votes
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    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

  7. Establish system to ensure complete coverage of LC classifications

    Alma Analytics includes LC Classification code data, but frequently valid classification codes come up as "Unknown." Ex Libris currently has no reliable way of keeping up with changes in LC classification. They rely upon the "Library of Congress Classification Outline", which is not complete. They will add classifications upon customer request, though this process takes months or years and puts significant burden upon institutions. Ex Libris should develop a system to reliably update its LC classification coverage. This could take the form of e.g. establishing its own access to Classification Web, subscribing to LC updates, and/or setting up some…

    66 votes
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    1 comment  ·  Analytics  ·  Admin →
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  8. RS - show more fields (such as Note) for Partner when using Add partner

    When selecting a Partner in Resource Sharing Borrowing Request , one can only see 4 fields (see attachment) for the Partner. It would be useful if other fields, such as Note , might be enabled. There are many criteria and information helpful when slecting a partner, and in the real world they are often saved in the Note field, and this field should be visible at the step of selecting the partner.

    17 votes
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  9. Direct link access from a citation to a reading list

    User Story/Case

    A streamlined workflow is required to provide direct access to reading lists from a citation. The current workflow is overly complicated and requires to much clicking.

    Description
    When digitised files are ready to be be attached to a reading list, staff must first access the relevant citation by navigating to Alma > Fulfilment > Course Reserves > Citations, then find the citation, attach the file and mark the citation as ‘Completed'.

    The next step in the workflow is to access the Reading list which requires staff to navigate to Alma > Fulfilment > Course Reserves > Reading List…

    85 votes
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  10. Allow prioritization of item requests based on library proximity and capacity

    In our consortium, several libraries are linked through relationships. However, these libraries differ in distance, staffing levels, and delivery times.
    We would like Alma to provide a way to prioritize the fulfillment of requests based on configurable criteria such as library proximity, staff availability, or delivery speed (as actual transit time rules are not efficient enough).
    This enhancement would enable the system to route requests for multiple available items to the most suitable library — ideally the closest or best staffed — thereby streamlining daily operations and improving service efficiency across the consortium.

    22 votes
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  11. Create a job to send a notification letter to users when their expiry date is near so they can request to renew their library user account

    The option to notify users whose accounts have or will expire of their options for renewing their library user account would help us to stay engaged with users whose library user account will expire soon (or has recently expired). Users who want to continue using their library account can renew it prior to the expiry date, thus reducing any barriers to accessing their account and using library materials.

    A notification letter could be created to support this type of messaging. It would be great if a job could be scheduled to send to users whose expiry date is upcoming. It…

    12 votes
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  12. List of Home Delivery Request to print labels and inform courier company

    We manage a big number of home delivery requests. Alma does not allow you to create a list of loans of home delivery to print labels and send the list to the courier company.

    The only way to do it is the day after by Analytics or developing a custom solution using webhooks and users API, to have it the same day.

    It is necessary to make a list of patrons name, address, zip code, city, telephone and email address to print labels and create a csv file to be imported to the courier company software.

    We can't wait a day to…

    3 votes
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  13. SUSHI harvesting for JSTOR

    I noticed that our SUSHI harvesting for JSTOR hadn't worked successfully since May 2023. The requests for reports were coming back with this message:

    {"Code": 1011, "Severity": "Warning", "Message": "Report Queued for Processing", "Help_URL": "https://support.jstor.org/hc/en-us/articles/360015483214-SUSHI-reports-COUNTER-5-overview", "Data": "Successful request. You must re-request this report to receive data. Please allow 1 hour for processing before retrying."}

    So I reviewed the information here:
    https://support.jstor.org/hc/en-us/articles/360015483214-SUSHI-reports-COUNTER-5-overview

    This page makes it clear that this is expected behaviour.

    I ran a custom harvest for June-Sept 2023 and it failed (as expected).
    I ran a second custom harvest an hour later and it…

    13 votes
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  14. 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 votes
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    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

  15. Display Number of Renewals information under ‘Other Details’ of a Physical item

    To enhance the circulation service and provide convenient access to usage information, we suggest displaying the renewal information including ‘number of renewals’ and ‘last renewal date’ under the ‘Other details’ section of a physical item in Alma. The number of renewals records how many times the due date of a loaned item was extended before the ‘maximum renewal period’. This figure is often essential to measure the usage and understand patron’s intention to continuously keep the loaned item.

    In current release of Alma, the information under ‘Other details’ of a physical item shows usage information for circulation such as loans, …

    22 votes
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  16. Please allow customer-specific definition of local subfields regarding sorting and non-repeatability

    The configuration of resources in Alma offers the option to define local subfields as "non-repeatable". However, this has no effect. No error message appears when saving if a local subfield is accidentally populated multiple times.

    The normalization process "Marc21 Bib normalize on save" offers the option to sort subfields (tab "Task Parameters"). However, this has no effect on manually edited and saved data in MDE. Sorting can be triggered by the process from time to time for a dataset, but it does not run continuously. We had hoped to achieve sorting directly in MDE, which would allow operators to better…

    30 votes
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  17. 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
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  18. 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
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  19. 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
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  20. 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
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    0 comments  ·  Other  ·  Admin →
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