1106 results found

1. 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.

2. 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

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   2 comments  ·  Link Resolver  ·  Delete…  ·  Admin →
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3. 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.

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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

4. 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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5. 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

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   1 comment  ·  Analytics  ·  Delete…  ·  Admin →
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6. Add Purchase Requests to blocked actions

   We would like to prevent blocked users from submitting Purchase Requests. Although it is possible to ask Ex Libris to configure a blocked action for Resource Sharing Requests, it is not possible to do this for Purchase Requests. It would be useful to have a blocked action for Purchase Requests that we could use in Block Definitions.

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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7. Pull requested page number from digitisation requests etc in Analytics

   It would be useful to have the ability in Alma analytics to create a report which pulls through the details of the page numbers entered during the digitisation request process.

   The digitisation request form in Primo has fields for "Required Pages - From/To"
   The "Approval Requests List" in the Fulfillment are in Alma also shows the required pages.

   It would be useful to pull this information into the Requests Subject area in Analytics.

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   0 comments  ·  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

8. 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.

   10 votes

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

9. Copyright declaration displayed only for copy requests on blank ILL form

   Configure the copyright declaration on the blank ILL request form to display only when a copy request is being submitted, and not for physical loan requests.

   Current gap: The copyright declaration currently appears for both copy and physical loan requests, even though it is only relevant to copies

   Impact:

   Users requesting physical loans are shown unnecessary copyright messaging

   May cause confusion

   Creates a less streamlined request experience

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   0 comments  ·  Resource Sharing  ·  Edit…  ·  Delete…  ·  Admin →
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10. 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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    Planned  ·  7 comments  ·  Acquisition - Vendors  ·  Delete…  ·  Admin →

11. 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

12. 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

    76 votes

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    0 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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13. 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

14. 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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15. Create a Separate Search Index for Specific OCLC Number

    Currently, the OCLC Number for a record is indexed in the search index "Other System Number." This is not ideal, since the Other System Number indexes other numbers related to vendor record, CONSER, related item, etc.
    We request that Ex Libris provide a separate search index for OCLC number based on the presence of the '(OCoLC)' prefix in the 035 $a and/or $z, or (without prefix) in the 019 $a if there is a number in the 035 with an (OCoLC) prefix. Currently these specific (OCoLC) numbers are mixed in with other numbers occurring in the 019, 035, 773, 774, 775 777, 786, 800, 810, 811, 830 $w tags and subfields. Disambiguating these specific (OCoLC) numbers from the "other system numbers" would allow us to use them as unique identifiers. We see the potential for: Improved search Improved matching upon record import Cleaner Excel exports from Alma (we currently have to clean this field every time we export) Creation of a new Analytics field for OCLC number in Alma Analytics Establishment of a model for non-OCLC systems to create other unique search indexes 

    Currently, the OCLC Number for a record is indexed in the search index "Other System Number." This is not ideal, since the Other System Number indexes other numbers related to vendor record, CONSER, related item, etc.
    We request that Ex Libris provide a separate search index for OCLC number based on the presence of the '(OCoLC)' prefix in the 035 $a and/or $z, or (without prefix) in the 019 $a if there is a number in the 035 with an (OCoLC) prefix. Currently these specific (OCoLC) numbers are mixed in with other numbers occurring in the 019, 035, 773, 774,… more

    30 votes

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    1 comment  ·  Metadata Management  ·  Delete…  ·  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.

16. Adding an interested user for paid invoice (or pol)

    For the orders to be reimbursed by other department, we cannot initiate the reimbursement request until the order is paid. Often, the invoice team would have to notify the management's assistant. The mechanism of "interested user" is already in place. I wonder interested user "after invoice is paid" can be set up.

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    0 comments  ·  Acquisition - PO & POLine  ·  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. Increased efficiency thanks to new “Send externally” field in CZ update

    The additional “Send externally” field in the CZ update increases efficiency and communication within the library and with external partners and is structured in the same way as the “Report to Ex Libris” field. This allows messages to be sent directly from ALMA, eliminating the need to copy information. This reduces errors, saves time, and minimizes manual effort. Faster processing of requests and better coordination between departments and partners increase service quality and satisfaction and make the library forward-thinking.

    This option includes the following fields:

    1. Sender (automatically filled in by ExLibris based on the login)
    2. Field for entering the email address(es) to which the message should be sent
    3. Drop-down menu with various options, such as: No access – request title, etc.
    4. Free text field “Description”
    5. Additional information: automatically filled in as for “Send to Ex Libris”

    The additional “Send externally” field in the CZ update increases efficiency and communication within the library and with external partners and is structured in the same way as the “Report to Ex Libris” field. This allows messages to be sent directly from ALMA, eliminating the need to copy information. This reduces errors, saves time, and minimizes manual effort. Faster processing of requests and better coordination between departments and partners increase service quality and satisfaction and make the library forward-thinking.

    This option includes the following fields:

    1. Sender (automatically filled in by ExLibris based on the login)
    2. Field for entering the… more
    15 votes

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    1 comment  ·  Other  ·  Delete…  ·  Admin →
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18. 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

19. Change the pick up location when an item is "On Hold Shelf"

    When an item is "On hold shelf" (in a library A), by clicking on "Edit", we can change (only in Alma fortunately) the pick up location (to the library B for example).

    It's a good option, useful when a user has made a mistake and would like to change the pick up location.
    In Alma, currently, when you use this option (so edit > change the pick up location", there is no notification to the library A (livrary A have to send the book to library B).
    So, in the patron folder, the pick-up location is B (as the user's request) but in reality the book is still in the library A.

    Library A can't know that user has requested an other pick-up location.

    In fact, this option is useless as offered.

    If a user resquest to change the pick-up location when the item is "On hold sheld", the item should appears in the "Expired Hold Shelf Item" > "Send to the library".

    Thanks

    When an item is "On hold shelf" (in a library A), by clicking on "Edit", we can change (only in Alma fortunately) the pick up location (to the library B for example).

    It's a good option, useful when a user has made a mistake and would like to change the pick up location.
    In Alma, currently, when you use this option (so edit > change the pick up location", there is no notification to the library A (livrary A have to send the book to library B).
    So, in the patron folder, the pick-up location is B (as the user's … more

    17 votes

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    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

20. Resource Sharing Borrowing Requests - Renewed by Partner Status

    It would be great if there was a way to configure requests so that they do not retain the status 'renewed by partner' and instead automatically revert to 'loaned item to patron'

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