1714 results found

1. Creating expected items in status acquisition without using prediction pattern

   In the current workflow for periodicals, when using predicted items, there is no easy way to add just one predicted item. This means that if we make a mistake or there is a change in the publication pattern, for example we receive the wrong item/delete the wrong item, or that a periodical is published as a combined issue (ex: issue 2 and 3 together, as number 2/3 2023), there is no easy way to fix it. We must then create predicted items for that whole year again which involves editing “next predicted item information” in the metadata editor, opening and saving the predicted items, and then deleting the duplicate predicted items which are then created. This is particularly cumbersome and time-consuming when the title has a high number of predicted items. This adds to the already complicated and time-consuming process of creating predicted items in Alma.

   One solution to this could be to add an option like “Add item”, which is found under “holding – view items” in the repository search, but then to have the item be created with the process type “Acquisition”. It would also have to be connected to a POL so that it would be possible to claim, for periodicals this would be solved since the POL is on the holding level.

   This option should be available both in the list of items on the bibliographic record (repository search), and if possible in the receive screen (Acquisition – receive – continuous – manage items).

   In the current workflow for periodicals, when using predicted items, there is no easy way to add just one predicted item. This means that if we make a mistake or there is a change in the publication pattern, for example we receive the wrong item/delete the wrong item, or that a periodical is published as a combined issue (ex: issue 2 and 3 together, as number 2/3 2023), there is no easy way to fix it. We must then create predicted items for that whole year again which involves editing “next predicted item information” in the metadata editor, opening and… more

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2. Ability to aggregate claims to one vendor should be made available for Legal deposit

   For the acquisition method “Purchase” the letter “PO line claim letter” is used, for the acquisition method “Legal deposit” and “Legal deposit - without letter” the “Legal deposit claim letter” is used. For the “Purchase” acquisition method an additional claim letter is available “PO Line Aggregated Claim Letter”, which in the event of there being more than one claim to the same vendor aggregates these into one letter. The same is not available for legal deposit. This means that when we have one large vendor (ex: supplier delivering on behalf of many different publishers), which is common for legal deposit, they receive one e-mail per claim. We want an aggregated claim letter to also be created for legal deposit orders.

   For the acquisition method “Purchase” the letter “PO line claim letter” is used, for the acquisition method “Legal deposit” and “Legal deposit - without letter” the “Legal deposit claim letter” is used. For the “Purchase” acquisition method an additional claim letter is available “PO Line Aggregated Claim Letter”, which in the event of there being more than one claim to the same vendor aggregates these into one letter. The same is not available for legal deposit. This means that when we have one large vendor (ex: supplier delivering on behalf of many different publishers), which is common for legal deposit,… more

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   0 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
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3. Add filter for presence of POL to electronic collections portfolio lists

   Currently, the only way to determine which portfolios in an electronic collection have an attached POL is to export the portfolio list and check column Z "Orders" in the Excel file. You must then search each portfolio individually to act upon its POL. A filter in the portfolio list for "POL attached" would be much more efficient.

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4. Add sync option to Alma sandbox environment

   Could we add a 'Sync' button on each configuration page to apply changes from the sandbox environment to the production environment?

   This would be beneficial for modifications like CSS changes, terms of use, fulfillment rules, mapping, etc., and it would reduce the risk of human error during the transition.

   Also, having a sync option from the production environment into the sandbox environment would be great for troubleshooting possible issues.

   Thanks.

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5. Add support for System for Cross-domain Identity Management (SCIM) standard

   System for Cross-domain Identity Management (SCIM) is a standard for automating the exchange of user identity information between identity domains, or IT systems. Supporting this standard would allow for better automation and SIS integration for institutions using Alma.

   https://en.wikipedia.org/wiki/System_for_Cross-domain_Identity_Management

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   0 comments  ·  APIs and Integrations  ·  Delete…  ·  Admin →
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6. Monitor Requests & Item Processes - Library Independence

   It is possible to cancel processes at libraries that you do not have any role at using the Monitor Requests & Item Processes screen. A cancel button appears next to every request.

   Patron physical item requests are correctly only visible based on your role but other processes such as work orders are visible and cancellable by all staff with access to the Monitor Requests & Item Processes page.

   Visibility is not a problem as the data isn't private, but the ability to cancel a process should be limited by the scope of the role.

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   0 comments  ·  Fulfillment - Requests  ·  Edit…  ·  Delete…  ·  Admin →
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7. Digital Marketing Agency

   N2N Systems is a leading digital marketing agency that focuses on innovation and results. They understand the ever-evolving digital landscape and offer customized solutions to help businesses boost their online presence, increase brand awareness, and drive conversions. N2N Systems uses data-driven insights to adapt strategies in real-time for optimal performance. Their comprehensive suite of services includes SEO, social media marketing, PPC advertising, and content creation. They believe in collaboration and building lasting partnerships with clients. N2N Systems is the go-to partner for businesses aspiring to thrive in the digital age. More Info: https://www.n2nsystems.co.in/ppc-management/

   3 votes

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   1 comment  ·  Other  ·  Delete…  ·  Admin →
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8. Establishment of stronger passwords for the creation of internal ALMA/Primo users

   As an universities consortium from Galicia, CISUG, we are representing three member universities. Our univesrities have a security problem in the management the keys for internal users in Alma.

   Alma's internal authentication system allows the user can create complex passwords, but this should be a requirement, not the user's responsibility as to whether they are secure or not.

   Our request is that:

   1.  ALMA enforce passwords to be at least 8 characters long, and allow the system administrator to increase that minimum. 
      

   2.  ALMA allows to force mixed case, numbers, and special characters to créate paswords. 
      

   3.  Alma checks that the password is not composed of user data (e.g. name, surname, email, etc.) that can be easily guessed or obtained. 
      

   4.  Alma checks that the password is not the same as any of the last passwords used, nor is it formed by a concatenation of them.. 
      

   5.  Alma validates the new password against a “blacklist” of passwords that are unacceptable due to being widely used, deductible or compromised (e.g. “aaaaaaaa”, “1234abcd”, etc.). 
      

   In addition, Alma shall audit the password validation process and:

   1.  Limit the number of unsuccessful access attempts, applying an incremental delay after several failed attempts (e.g. 1 minute delay after 3 failed attempts and +10 minutes for the following ones) to make it more difficult to use bot attacks.  
      

   2.  It must be able to block the system in case of reaching a set number (e.g. blocking the user after 10 failed attempts).  
      

   And as additional methods to ensure security:

   1.  Alma shall allow to automate a forced process of periodic password change (for example yearly, semi-annually, etc).  
      

   2.  Alma shall have a mechanism that allows the administrator to request a change of passwords if there is evidence that they have been compromised.  
      

   We understand that it is more complex, we believe it would be advisable that Alma allow the user to have a security method of authentication based on two-factor authentication (2FA), as offered today by most information systems (Google, Microsoft, etc.).

   With the implementation of these requirements, users would have their personal data more secure (both in terms of access to the system itself, as well as in anticipation of it serving as an entry vector for other tools), and the institutions would thus comply with the precepts of the ENS Spanish "National Security Scheme" in terms of minimum cybersecurity requirements.

   As an universities consortium from Galicia, CISUG, we are representing three member universities. Our univesrities have a security problem in the management the keys for internal users in Alma.

   Alma's internal authentication system allows the user can create complex passwords, but this should be a requirement, not the user's responsibility as to whether they are secure or not.

   Our request is that:

   1.  ALMA enforce passwords to be at least 8 characters long, and allow the system administrator to increase that minimum. 
      

   2.  ALMA allows to force mixed case, numbers, and special characters to créate paswords. 
      

   3.  Alma checks that the password is

      … more
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9. Change e-mail sender address for Collection Contribution Letter

   We have observed that Alma sends a “Collection Contribution Status Letter” for CZ contributions, which is different from the ones we can configure in our IZ letter administration. The letter that Alma sends comes from the “Alma Community Zone”, which prevents us from modifying any labels, HTML or sender addresses for these letters. This causes an issue for us because the e-mail sender is set to the Ex Libris’ default non-valid e-mail address “your.department@organization.com”. This sender address is flagged and filtered by our campus wide spam detection software.

   We do not require a personalized or customizable sender address, but we do need a valid one to avoid the spam detection. The domain “organization.com” is clearly not suitable for any production environment.

   We have observed that Alma sends a “Collection Contribution Status Letter” for CZ contributions, which is different from the ones we can configure in our IZ letter administration. The letter that Alma sends comes from the “Alma Community Zone”, which prevents us from modifying any labels, HTML or sender addresses for these letters. This causes an issue for us because the e-mail sender is set to the Ex Libris’ default non-valid e-mail address “your.department@organization.com”. This sender address is flagged and filtered by our campus wide spam detection software.

   We do not require a personalized or customizable sender address,… more

   14 votes

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10. Enable 'School' address to be used for Personal Delivery

    Currently, only addresses of the 'Home' and 'Office' Address Types can be used for Personal Delivery. Consequently, we can't use Personal Delivery and have to rely on a local workaround instead.

    We would like to see 'School' addresses usable for Personal Delivery, with options in the Request Terms of Use to enable us to show only the Address Types that we use and therefore that we want our users to be able to see. E.g. we use 'Home' and 'School' but not 'Office', so we don't want our users to be able to choose that option.

    Also, when the request comes through into Alma, it would be helpful for the relevant address that the user has selected to be visible as part of the request information - but not the other Address Types that the user hasn't selected.

    Currently, only addresses of the 'Home' and 'Office' Address Types can be used for Personal Delivery. Consequently, we can't use Personal Delivery and have to rely on a local workaround instead.

    We would like to see 'School' addresses usable for Personal Delivery, with options in the Request Terms of Use to enable us to show only the Address Types that we use and therefore that we want our users to be able to see. E.g. we use 'Home' and 'School' but not 'Office', so we don't want our users to be able to choose that option.

    Also, when the request… more

    10 votes

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    2 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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11. Change physical items job -- adding notes improvement

    The "Append to field" option was added in November 2023, but two additional options are still required.

    1. 'Delimiter' should be an option.
       Now, the default delimiter is ";".
       Some institutions use symbols other than ";" as delimiters.
       For example, we use "|".
       Therefore, there is a need to make the delimiter optional.

    2. Writing forward in the note
       The current specification is to write backwards.
       Some institutions operate writing new information in the front of the note.
       There are three reasons for this.
       (1)It is easier to manually add notes at the front of the note.
       (2)It is easier to see on the Alma screen if the recent note is written forward.
       (3)Analytics cuts off backwards text if it exceeds VARCHAR(4000).
       Therefore, it should be optional to append forward or backward.

    The "Append to field" option was added in November 2023, but two additional options are still required.

    1. 'Delimiter' should be an option.
       Now, the default delimiter is ";".
       Some institutions use symbols other than ";" as delimiters.
       For example, we use "|".
       Therefore, there is a need to make the delimiter optional.

    2. Writing forward in the note
       The current specification is to write backwards.
       Some institutions operate writing new information in the front of the note.
       There are three reasons for this.
       (1)It is easier to manually add notes at the front of the note.
       (2)It is easier to see… more

    48 votes

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    0 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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12. Add option to Quick Cataloging Template for Publish/Don't Publish to OCLC.

    Add a checkbox option to the Quick Cataloging Template for Publish/Don't Publish to OCLC. This would prevent brief records for items created by circulation staff for professor's personal copies from being sent to OCLC and added as new records.

    20 votes

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    1 comment  ·  Metadata Management  ·  Delete…  ·  Admin →
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13. Link POLs to EDI invoice lines using Identifier field

    When loading EDI invoices from a vendor that do not include POL information, use the Alma Identifier field (usually the ISBN) to match the EDI invoice line to the POL.

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    1 comment  ·  Acquisition - Invoices  ·  Delete…  ·  Admin →
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14. Fulfilment Network - Control of the Register button display by user group of the logged-in user.

    *This is for the Fulfillment Network, not AFN.

    The Register button(1) is displayed even if the logged-in user is set to "Restricted Users"(2).

    Primo VE checks with Alma whether the FN function is available after pressing the Register button.

    We think this button control is not designed with the User experience.
    This is because the existence of the register button is meaningless for users who cannot use this feature.

    To improve this function, the Register button should not be displayed to users who are set as Restricted Users.

    Reference
    (1)
    Fulfillment Networks
    Fulfillment Networks - Ex Libris Knowledge Center (exlibrisgroup.com)
    (2)
    User Management > Collaborative Networks > Restricted Users

    *This is for the Fulfillment Network, not AFN.

    The Register button(1) is displayed even if the logged-in user is set to "Restricted Users"(2).

    Primo VE checks with Alma whether the FN function is available after pressing the Register button.

    We think this button control is not designed with the User experience.
    This is because the existence of the register button is meaningless for users who cannot use this feature.

    To improve this function, the Register button should not be displayed to users who are set as Restricted Users.

    Reference
    (1)
    Fulfillment Networks
    Fulfillment Networks - Ex Libris… more

    72 votes

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15. Add school address as a configurable option for the user card

    In the pop up user card that displays, for example, in the Borrowing Requests screen, you can configure the home or work address to display. Since the mandatory address in our student enrolment system Callista, is mapped to the School address in Alma, please add the School address also as a configurable field for the user card.

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16. Support multiple photo_identifier_type values

    Allow the photoidentifiertype to accept multiple codes. Our institution recently changed primaryIDs and our card issue office cannot retrofit their db for legacy users using the old primaryID.

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17. Invoice templates

    Allow a template so if I'm invoicing dozens of orders in a row for one vendor I don't need to go through a bunch of drop down menus every time- Just one vendor, default account, same invoice date, pre-paid, with a credit card, etc.

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18. Attach multiple courses/sections to a reading list more quickly

    We use a single reading list for many sections of a course, and also reuse these reading lists from semester to semester. Attaching courses to a preexisting reading list is a very slow process which must be done one at a time. I'd love in the reading list courses tab, when you click "Associate Course" and then "Select from List", you were given the option of a checkbox so that many course sections could be added to a reading list at once.

    Alternatively, in bulk upload of courses, if you can attach a NEW course to an existing reading list, that would also solve the problem. I know there's the Reading List column in the upload document, but as far as I know it is only for rollover courses, which we don't use.

    We use a single reading list for many sections of a course, and also reuse these reading lists from semester to semester. Attaching courses to a preexisting reading list is a very slow process which must be done one at a time. I'd love in the reading list courses tab, when you click "Associate Course" and then "Select from List", you were given the option of a checkbox so that many course sections could be added to a reading list at once.

    Alternatively, in bulk upload of courses, if you can attach a NEW course to an existing reading list,… more

    12 votes

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19. New PO Lines: Allow editing of PO Line description independent of MARC record

    In the old PO Line interface, you could update the description from the MARC record but then you could edit it. For example, sometimes I want to have a title from the MARC record but then add ONE-TIME ONLY or something like that to the PO Line description. I can't do that anymore.

    3 votes

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    0 comments  ·  Acquisition - PO & POLine  ·  Edit…  ·  Delete…  ·  Admin →
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20. Display "Bibliographic Rank" for Electronic Collections IZ/NG

    In the November 2023 Alma release, "bibliographic rank" information displays for Community Zone collections (please see attached screenshot and https://ideas.exlibrisgroup.com/forums/308173/suggestions/39648964) but this information does not display for Community Zone collections activated in the Institution Zone/Network Zone.

    This makes it more time consuming to evaluate the bib record quality of collections already activated because one would need to search for them one by one in the CZ.

    Please display "bibliograpic rank" for all elections collections (CZ and local too if possible) in a library's Institution Zone and Network Zone and also make this data available in Analytics so reports can be run to easily see this data in bulk.

    In the November 2023 Alma release, "bibliographic rank" information displays for Community Zone collections (please see attached screenshot and https://ideas.exlibrisgroup.com/forums/308173/suggestions/39648964) but this information does not display for Community Zone collections activated in the Institution Zone/Network Zone.

    This makes it more time consuming to evaluate the bib record quality of collections already activated because one would need to search for them one by one in the CZ.

    Please display "bibliograpic rank" for all elections collections (CZ and local too if possible) in a library's Institution Zone and Network Zone and also make this data available in Analytics so reports can… more

    32 votes

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    0 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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