1047 results found

1. Configuring different sender e-mail addresses (SMPT-envelope-from) for one letter-type

   For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

   Actual situation in Alma:
   When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
   When an E-Mail is send manually by a staff member (e.g. conversation letter, also used for claims to vendors) Alma takes the SMTP-envelope-from value from the definition in the settings for “preferred E-Mail-Address” of the acting staff member.

   Suggestion:
   ALMA already allows the definition of up to 5 E-Mail-Addresses of different types for each department or library (primary, billing, shipping, claim response, patron communication). Unfortunately these types can be used only as output-values in the letter-content (=text), but not as actual SMTP-envelope-from addresses. This function could be extended as follows:
   When E-Mails are send from a job or manually by a staff member, the values “from” and “Reply-to” in the SMTP-envelope section should be taken from a specific E-Mail-Address in the contact-definitions of the department (e.g. preferred). If no E-Mail-Address is defined in the concerning department the E-Mail-Address of the library and (if none defined) at least the E-Mail-Address of the institution should be taken (or even the value from „General Configuration - Configuration menu - General Configuration - other settings - envelope-from”).
   This improvement would give the whole system more flexibility not only for Acquisition-departments.

   (This is in addition to Ners request ID 5184)

   For now the SMTP-envelope-from definition for Alma Letters can be set only once per letter-type. This isn’t suitable. E.g., our libraries need more than one sender email address for different acquisition departments. Vendors should be able to reply directly to the departments E-Mail-address. Using one no-reply-address (as SMTP-envelope-from value) in combination with a “reply-to”-addresses written in the Mail Footer cannot be a permanent solution.

   Actual situation in Alma:
   When an E-Mail is send in the context of a job Alma takes the SMTP-envelope-from value from the „addressFrom”-definition in the concerning letter-configuration (general configuration -> letter emails).
   When an E-Mail is… more

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

   When sending patron notices from a library, the library's 'Circulation Communication' address will be used as the reply to address on the email. For more information see video at https://youtu.be/bFfopLgjEN4'

2. Add Cancellation Reason code and Notes to the Interested In Letter XML

   This essentially replicates an earlier request that was closed in 2021 without resolution:

   https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/44262498-request-to-add-cancellation-reason-and-cancellatio

   We would like to have Cancellation Reason code and Cancellation Note available in the XML that is supplied to the Interested In letter template. The Cancellation Reason code is a distinct field In Analytics, so I would hope that this would be easy to add to the XML. The cancellation note might be trickier -- it is stored as a PO Line Note in Analytics. If the cancellation note is just one of several PO Line notes in Alma, we would be happy to have all the PO Line Notes go to the Interested In letter XML, though it would be better if the Cancellation Note was sent as a separate element in the XML.

   This essentially replicates an earlier request that was closed in 2021 without resolution:

   https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/44262498-request-to-add-cancellation-reason-and-cancellatio

   We would like to have Cancellation Reason code and Cancellation Note available in the XML that is supplied to the Interested In letter template. The Cancellation Reason code is a distinct field In Analytics, so I would hope that this would be easy to add to the XML. The cancellation note might be trickier -- it is stored as a PO Line Note in Analytics. If the cancellation note is just one of several PO Line notes in Alma, we would be happy to… more

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   0 comments  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
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3. Allow filtering and sorting on all columns in "In process items"

   In the "In process items", some columns can be filtered (Process status, request filter, library) and some can be sorted but not all. It would be useful to be able to filter by "Modified by", "Modification date" and to sort by "Modification Date".

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4. ability to track perpetual access to eJournals when you cancel them.

   submitted case #00086211 to create a new field in the Electronic Portfolio and Electronic Collection records for 'Perpetual Access Coverage Dates', and for this field to be retrievable in Alma Analytics.

   We use separate spreadsheets to track these cancelled titles. In Alma, we would update coverage end date, POL if applicable (for individually subscribed titles in our case), and also a public note indicating the discontinuation. Patrons contacted us and asked why they couldn’t access a title any more, so we figured a public note would be more helpful to patrons in this case. But the public note fields is not searchable. We’ll consider using the internal description field to track within Alma.

   We did not feel it appropriate to include this information in the licence record, as the perpetual access relates to multiple licence agreements depending on the history of the journal title.

   Ex Libris closed the case and reported that this enhancement request has been added to the Roadmap with no estimated timeline for the release.

   submitted case #00086211 to create a new field in the Electronic Portfolio and Electronic Collection records for 'Perpetual Access Coverage Dates', and for this field to be retrievable in Alma Analytics.

   We use separate spreadsheets to track these cancelled titles. In Alma, we would update coverage end date, POL if applicable (for individually subscribed titles in our case), and also a public note indicating the discontinuation. Patrons contacted us and asked why they couldn’t access a title any more, so we figured a public note would be more helpful to patrons in this case. But the public note fields is… more

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   3 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
   Already Supported  ·  Dana Sharvit responded

   Please see perpetual access best practice at:
   https://knowledge.exlibrisgroup.com/@api/deki/files/41819/perpetual_access_best_practice.pdf

5. Show barcode field of requests in Manage Patron Services

   Please add the ability to see the barcode of a requested item (where available) on the Requests tab of the Manage Patron Services screen. It is possible to see barcodes on the Monitor Requests & Item Processes screen but not this one.

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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6. Change pickup location for hold when on hold shelf

   When a book is already on the hold shelf at Library A but a patron wants to pick it up at Library B instead, we should be able to edit the request to make that change.

   Currently, the hold must be cancelled and then re-requested with the new pick-up location. This can be an issue in the event there is another request on the item or the item needs to go back to a different library.

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7. include cancellation note in create digitization cancellation email

   If a create digitization request on a lending request is cancelled, the explanation/message from the library/stores team is not included in the cancellation email to the lending partner.
   It would be nice if this went into the cancellation email as an extra bit of information explaining why the request has suddenly been cancelled.
   When the ILL Team cancel a request, we usually give a bit of an explanation, like missing from shelf, missing pages, too fragile, etc.

   3 votes

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

   Thank you for taking the time to share your idea with us. We truly appreciate your engagement and the thought you put into your suggestion.

   While we initially hoped it might align with broader needs, the idea has not gained the traction we typically look for to prioritize development. As a result, it’s unlikely to be pursued in the foreseeable future.

   That said, your feedback remains valuable, and we’re grateful for your contribution.

8. Enhancement request for New MDE > Editing Actions > Expand from Template

   Request for customizing the sorting and enable/disable the template options in the Choose Template dropdown list
   The current sorting is starting from public ones followed by private ones, in alphanumeric order respectively.
   We hope for being able to toggle enable/disable and customize the ordering of the template options

   For achieving the above feature, refer to New MDE > New > Templates display configuration
   A similar toggle button for each template, similar to the Display in Menu toggle button here, is desired.
   And allowing manually sorting the order of the templates would be appreciated as well.

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   0 comments  ·  Resource Management - Physical  ·  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

9. Change order of availability in "Get it" tab

   We would like the order of availability in the "Get it" tab to be different. Instead of "x copies, x available, x requests" we would prefer "x available, x requests, x copies". The users frequently misunderstand and think that "copies" are available on shelf.

   376 votes

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   2 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   As part of the June release it will be possible to: Resequence the existing labels, for example “x available, x requests, x copies”.
   Add a descriptive text before, after or between each one of the labels, for example “x available, resources, x requests, x copies”.
   Remove labels which are not needed, for example "x available, x copies”
   For more information please see https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

10. Sorting Lending Requests

    Add option to sort by Call number to Resource Sharing Lending Requests

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    2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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11. Allow users to enter an address for home delivery

    Users should be able to enter an alternate address when requesting home delivery as most students put in a parent address when they enroll and then never update the info again. If students do want to update their address, they need to go into the campus system and wait another day for it to be loaded to Alma. At our institution, faculty and staff never have personal addresses loaded into Alma. In addition, that address entered at time of request should be pushed to the personal delivery notification letter.

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    Completed  ·  1 comment  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →

12. acquisition vendor analytics expansion: all URLs

    We would like to see more complete vendor information in Analytics in general, however this specific request is for inclusion of all URL types, along with both their description and note fields.

    The use case is that we are hindered from fully using all the fields within Alma when we cannot run reports on that information in order to back it up. The backup is necessary due to the lack of an "are you sure" popup for the Delete action. Also, administrative and statistics login information needs to be available to all acquisitions and e-resources staff, however it needs to be backed up in case of accidental changes. And since vendors don't have a history tab, again, the alternative would be to run a regular report for backup purposes.

    We would like to see more complete vendor information in Analytics in general, however this specific request is for inclusion of all URL types, along with both their description and note fields.

    The use case is that we are hindered from fully using all the fields within Alma when we cannot run reports on that information in order to back it up. The backup is necessary due to the lack of an "are you sure" popup for the Delete action. Also, administrative and statistics login information needs to be available to all acquisitions and e-resources staff, however it needs to… more

    19 votes

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    0 comments  ·  Analytics  ·  Delete…  ·  Admin →
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13. Alma RS: Borrowing - Receive Slip Letter cannot be reprinted after 'Receive action' completed

    Issue:
    For borrowing physical item requests, if staff forget to select 'Automatically print slip' when receiving an item or need to change a request's temporary item barcode, the 'Receive Slip Letter' cannot be reprinted.

    Currently there are no APIs that can create the printout on demand so a Cloud App cannot be created.

    Requested Outcome:
    Can an option be added to the Alma RS Borrowing Request Actions menu to allow staff to reprint the 'Receive Slip Letter' for received items?

    8 votes

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    0 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
    Already Supported  ·  AdminMoshe Shechter (Alma Senior Product Manager, Ex Libris) responded

    After receiving an item in the Receive Items interface, it is possible to reprint the slip using the Print Slip action, see https://www.screencast.com/t/B93NQoKt8

14. Linked Data Enrichment Moves $e Relator Subfields to Incorrect Positions When Saving Authorities with F3

    When saving a name authority record in Alma using the F3 function, the Linked Data Enrichment process is causing the $e relator subfield to move to an incorrect position within the field. Instead of maintaining the expected order (e.g., $a, $e, $1), the $e subfield is often placed at the end or in another unexpected location after $0/$1 subfields are added. This disrupts the intended structure of the authority field and creates extra manual work for cataloguers.

    Attempts to correct the placement by copying and pasting the $e subfield do not work as expected—Alma consistently pastes it at the end of the field, regardless of cursor position. This issue only occurs after Linked Data Enrichment and does not affect other fields or occur before enrichment.

    Ex Libris support has indicated that this is currently by design, as part of the Preferred Term Correction (PTC) process.

    Impact:
    • Authority records are not formatted as cataloguers expect, leading to confusion and extra manual editing.
    • The copy-paste function does not work reliably for $e subfields after enrichment.
    • The current behaviour reduces efficiency and increases the risk of errors in authority data.

    Request:
    Please review and enhance the Linked Data Enrichment and F3 saving process so that $e relator subfields retain their correct position (immediately after $a) when new $0/$1 subfields are added. Additionally, ensure that copy-pasting subfields works as expected in all scenarios. This change would improve cataloguing accuracy and workflow efficiency.

    When saving a name authority record in Alma using the F3 function, the Linked Data Enrichment process is causing the $e relator subfield to move to an incorrect position within the field. Instead of maintaining the expected order (e.g., $a, $e, $1), the $e subfield is often placed at the end or in another unexpected location after $0/$1 subfields are added. This disrupts the intended structure of the authority field and creates extra manual work for cataloguers.

    Attempts to correct the placement by copying and pasting the $e subfield do not work as expected—Alma consistently pastes it at the end… more

    48 votes

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    0 comments  ·  Metadata Management  ·  Delete…  ·  Admin →
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15. Enhancement request for New MDE > Editing Actions > Expand from Template

    Request for customizing the sorting and enable/disable the template options in the Choose Template dropdown list
    The current sorting is starting from public ones followed by private ones, in alphanumeric order respectively.
    We hope for being able to toggle enable/disable and customize the ordering of the template options

    For achieving the above feature, refer to New MDE > New > Templates display configuration
    A similar toggle button for each template, similar to the Display in Menu toggle button here, is desired.
    And allowing manually sorting the order of the templates would be appreciated as well.

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    0 comments  ·  Resource Management - Physical  ·  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

16. Provide a notice/warning on Scan In when a home delivery is blocked

    When an item requested for home delivery is scanned in and the patron is blocked, e.g. due to excessive fines, Alma silently places the item on the Hold Shelf. There is no notice to the staff user that the item was requested for home delivery and that a fulfillment process was just interrupted.

    We use home delivery exclusively for remote students that often will not be able to come in and pick up their items, so placing the item on the hold shelf will not help them.

    And when/if the block is lifted (e.g. the user pays the fines) the item will remain on the hold shelf with no indication in Alma that it can now be delivered as requested.

    We regard this as an exception that will require manual intervention from our staff to be able to fulfill the request, but since Alma doesn't alert the staff user it is far to easy to miss.

    When an item requested for home delivery is scanned in and the patron is blocked, e.g. due to excessive fines, Alma silently places the item on the Hold Shelf. There is no notice to the staff user that the item was requested for home delivery and that a fulfillment process was just interrupted.

    We use home delivery exclusively for remote students that often will not be able to come in and pick up their items, so placing the item on the hold shelf will not help them.

    And when/if the block is lifted (e.g. the user pays the… more

    14 votes

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    0 comments  ·  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.

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

    Alma Product Team

17. Make it possible to add Vendor Interface fields and customize field value options for existing fields

    In Alma, Vendor Interfaces in Vendor records are the place designed to hold e-resources administrative information, such as contact information, administrative details, and usage statistics details. However, the fields available to libraries were developed several years ago, are not customizable, and do not reflect the complexity of modern e-resources management. Different types of institutions have different needs and want to record different types of information, so adding a few new fields for all libraries isn't an ideal solution.

    Instead, this request is for libraries to have the ability to add and manage Vendor Interface fields. Libraries should be able to create new fields to reflect their own local needs, and these new fields should all be viewable in analytics. For example, we'd like to store accessibility information and COUNTER version information for each vendor interface, but there is no fields dedicated to this type of information (other libraries might wish to store other types of information). Also, for both new and existing fields, libraries should be able to manage their own controlled field values lists. For example, for the field "Implemented Authorization Method," the select list of controlled values is currently not customizable does not include modern authentication methods such as Shibboleth, SSO, or OpenAthens. We would like to be able to add the field values we need for these and other fields.

    This will make it possible to e-resources librarians to flexibly respond to new developments in the field and track the information they need in Alma (instead of relying on external shadow systems and spreadsheets). This functionality is already in place in Alma for licenses (see https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/040Configuring_Acquisitions/170Managing_License_Terms). Like License terms, we should be able to add new terms, choose the term type (including free text, yes/no, or controlled vocabulary, and then we can create the controlled vocabulary) and choose the Vendor Interface record section in which the term will appear. I will attach a mockup of what the Add Vendor Interface Term form should look like (based on the Add License Term form).

    In Alma, Vendor Interfaces in Vendor records are the place designed to hold e-resources administrative information, such as contact information, administrative details, and usage statistics details. However, the fields available to libraries were developed several years ago, are not customizable, and do not reflect the complexity of modern e-resources management. Different types of institutions have different needs and want to record different types of information, so adding a few new fields for all libraries isn't an ideal solution.

    Instead, this request is for libraries to have the ability to add and manage Vendor Interface fields. Libraries should be able to… more

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    7 comments  ·  Acquisition - Vendors  ·  Delete…  ·  Admin →
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    AdminTamar Fuches (Alma product manager, Ex Libris) responded

    Hi Elizabeth, Katie, and everyone,

    Thanks so much for sharing this idea!

    From what I understand, it includes two main parts:

    1. Allowing institutions to edit the list of values in various fields, with a specific example being the “Implemented Authorization Method” field.
    2. Adding more fields and making them reportable in Analytics, along with a request for a flexible mechanism to support this.

    Regarding the second point — adding a flexible mechanism is quite a complex change and could impact the timeline.

    If you can point out around three specific fields that are most important to add first, it might be easier.

    Looking forward to hearing your thoughts!

    Thanks again,

    Tamar

18. Allow for Almost Arbitrary Conditions in General Electronic Services

    Currently for a general electronic service we can only create conditions based on metadata already contained in the given BIB record. Please provide a way to let the link resolver check any condition which is computable within a reasonable short amount of time!

    Example Use Case:
    Our library network offers a web service taking any given ISBN, ISSN or Union Catalog ID and returning 'true' if there is a BIB record for the corresponding resource in the union catalog and at least one of the network's libraries has an item of this resource available for ILL. Otherwise the web service returns 'false'. If we were able to let the Alma link resolver check a given ISBN, ISSN or Union Catalog ID against that web service we could offer an ILL service if and only if there is a pretty good chance that there is an item available via ILL.

    Instead the only general electronic service we can offer currently is a context-insensitive "check whether ILL might be an option" link which resolves to our library network's SFX service menu(!) where an ILL service shows up if and only if there is a pretty good chance that there is an item available via ILL. (Yes, SFX is able to perform such "magic" thanks to so called "plugin thresholds". Their implementation in SFX as an arbitrary local script that evaluates the desired condition does not fit into a cloud environment, of course, but letting a web service evaluate the desired condition and return 'true' or 'false' does.)

    Please note that this enhancement request has also been submitted to the CERV portal: https://enhancements.exlibrisusers.org/ideas/AENH-I-36524

    Currently for a general electronic service we can only create conditions based on metadata already contained in the given BIB record. Please provide a way to let the link resolver check any condition which is computable within a reasonable short amount of time!

    Example Use Case:
    Our library network offers a web service taking any given ISBN, ISSN or Union Catalog ID and returning 'true' if there is a BIB record for the corresponding resource in the union catalog and at least one of the network's libraries has an item of this resource available for ILL. Otherwise the web service… more

    71 votes

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    3 comments  ·  Link Resolver  ·  Delete…  ·  Admin →
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19. Allow customers to select multiple retention reasons for Item records.

    Allow customers to select multiple retention reasons for Item records.

    As an institution that is very enthusiastic about using the new Retention Information data fields for item records in Alma, we would like to request an enhancement that enables a user to assign multiple values to the Retention Reason field. For example, a single item could easily have all of the following statuses applied:

    1. Institutional last copy

    2. Faculty publication

    3. Rare

    4. Committed to some Shared Print program

    5. Digitized material

    Each of these retention reasons may correspond to different library staff workflow. For example, these retention reasons could support the following staff workflows, respectively:

    1. Blocking withdrawal/weeding at the institutional (IZ) or consortial (NZ) level by collection development staff

    2. Generate a report that can be used to populate a display shelf highlighting local research at our campus

    3. Identification of materials that should be prioritized for preservation treatment

    4. Block withdrawal/weeding and select for inclusion in data integration/sharing with partners

    5. Identification of materials that are good candidates for off-site high density storage

    Absent the ability to assign multiple values in a dropdown, which will provide a kind of authority control for approved statuses, we would be dependent on cramming all of this information into the free text Retention Note field. Obviously, this would be more error prone as it would require 100% consistency to achieve the same level of data reporting as the dropdown menu options would have. Additionally, parsing a free text field to find specific substrings in an Alma Analytics report is a much more sophisticated and therefore difficult task to accomplish. This would therefore have the effect of limiting the number of staff who are capable of effectively querying for all retention reasons.

    Allow customers to select multiple retention reasons for Item records.

    As an institution that is very enthusiastic about using the new Retention Information data fields for item records in Alma, we would like to request an enhancement that enables a user to assign multiple values to the Retention Reason field. For example, a single item could easily have all of the following statuses applied:

    1. Institutional last copy

    2. Faculty publication

    3. Rare

    4. Committed to some Shared Print program

    5. Digitized material

    Each of these retention reasons may correspond to different library staff workflow. For example, these retention reasons could support the following staff… more

    72 votes

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    0 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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20. User Requests Should Pop or Be more Visible for Cataloguers

    When cataloguers are processing new books or fixing bibliographic records or item records, there is no notification that a user has requested the item we are working on. We won't know to give the item to Fullfillment so that they can put the item aside for the user.

    I know there is a little number that indicates there is a request, but for new books ordered in there is already 1 request from Acquisitions. This does not pop-up and it is just a little number that you can barely see in the results screen. It should be much more obvious when a user has put an item on hold.

    When cataloguers are processing new books or fixing bibliographic records or item records, there is no notification that a user has requested the item we are working on. We won't know to give the item to Fullfillment so that they can put the item aside for the user.

    I know there is a little number that indicates there is a request, but for new books ordered in there is already 1 request from Acquisitions. This does not pop-up and it is just a little number that you can barely see in the results screen. It should be much… more

    2 votes

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