1015 results found

1. Copy POL data to new POL with different order line type

   We still experience issues when a POL is created with the 'wrong' POL type / inventory type (e.g., a print POL is created but e-inventory needs to be attached) - these 'incorrect' POLs must be deleted and recreated manually. There are other ideas out there to make POL types and architecture more flexible, such as this one:

   https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/10634154-allow-linking-po-lines-to-electronic-inventory-reg

   and Ex Libris has done some work on this, e.g.:

   https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/13876698-ability-to-change-purchase-type-order-line-type

   In the comments of that request, Ex Libris indicates that allowing the kind of flexibility to 'change' a POL order line type - or attach different types of inventory to it - would cause database conflicts.

   If that is still the case, one other possible way of saving manual effort when an incorrect POL type is used on a POL is to enable a one-click 'copy to new POL' function that copies all of the data from an existing POL that is common to all POLs - vendor, price, fund, notes, etc. - and puts it into a new POL, but allows you to change the POL type for the copied POL. So you could copy your physical one-time POL data to an electronic one-time POL, and delete the physical POL if necessary.

   This would solve a couple of different use cases:
   -Fixing migration issues (especially if you could run in batch, e.g., take all of these physical one-time POLs and make new POLs out of their data that are electronic one-time POLs)
   -Fixing an error made during the ordering process (e.g., a print POL type was created and data filled out, but the inventory actually turned out to be electronic instead of print)

   Thanks for considering!

   We still experience issues when a POL is created with the 'wrong' POL type / inventory type (e.g., a print POL is created but e-inventory needs to be attached) - these 'incorrect' POLs must be deleted and recreated manually. There are other ideas out there to make POL types and architecture more flexible, such as this one:

   https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/10634154-allow-linking-po-lines-to-electronic-inventory-reg

   and Ex Libris has done some work on this, e.g.:

   https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/13876698-ability-to-change-purchase-type-order-line-type

   In the comments of that request, Ex Libris indicates that allowing the kind of flexibility to 'change' a POL order line type - or attach different types of inventory to… more

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   1 comment  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
   Completed  ·  AdminNoam Fass (Product Manager, Ex Libris) responded

   Dear colleagues,
   I would like to drew your attention to a new Alma Cloud App “Switch PO-Line type” which address the need presented here, please read the following documentation:

   https://developers.exlibrisgroup.com/appcenter/switch-po-line-type/

   Noam Fass | Alma product management team

2. Add option to configure Process Types for Physical Items

   Alma Process Types and the associated Base status of 'Item not in place' are hardcoded, as are the automated workflows within Alma and the flow-through to Primo for the availability to be set to 'Not Available'.
   This is extremely limiting and there are scenarios when a Library might want their physical resources to still be discoverable in Primo ie not suppressed, but also be marked as Unavailable, such as if there were a temporary mould outbreak. This ensures that users are aware that we hold resources already, so they don't waste time submitting purchase requests or thinking that we have a poor collection, while also avoiding confusion with resources set to 'Available', when the Library does not want them to be.
   Ideally, there would be a configuration option available whereby a site could configure a new Process Type, as a static status with no associated automated workflows, add their own label for the Get It display, and be able to run the Change Physical Items job against sets to set this Process Type to add it and also remove it (as can be done now with the Missing process type).
   This would then flow through immediately to Primo to mark these resources to be 'Unavailable' by the availability status, and display the associated label in the Get It by RTA (Real Time Availability).
   These configurable Process Types would also be added to Analytics, along with the existing hardcoded Process Types, in the Physical Items subject area, for tracking and ease of handling.

   Alma Process Types and the associated Base status of 'Item not in place' are hardcoded, as are the automated workflows within Alma and the flow-through to Primo for the availability to be set to 'Not Available'.
   This is extremely limiting and there are scenarios when a Library might want their physical resources to still be discoverable in Primo ie not suppressed, but also be marked as Unavailable, such as if there were a temporary mould outbreak. This ensures that users are aware that we hold resources already, so they don't waste time submitting purchase requests or thinking that we… more

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   7 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   Library staff now have better control over process types: placing and removing institution-level work order types using the Change Physical items information job, searching by work order type and excluding a specific work order type from discovery. The work order types were enhanced to streamline workflows, allowing handling in bulk and without scanning items in.

   his is especially useful when the library needs to mark a large set of items as unavailable in a way that's reflected in discovery

   For more information please see Alma May Release Notes 

3. Placing requests through ALMA for items in stock

   When a borrower has forgotten their ID card and asks us to keep books for them, in the past we have issued these to the Holds Trolley, so that we know where they are, until such time as the borrower returns. However, we want to convert these into official requests, so that they are time limited; cannot be requested by anyone else in the meantime; and no student can request more items than their limit, thus denying other people the use of those books. To make this an easy process, is it possible to enable the ‘Scan in items’ function to create a list of items that are in stock and to allow the whole list to be placed on request for one borrower in one process? At the moment, ‘Scan in items’ is set up as ‘Work order type’ but could this or the subsequent status include ‘Physical item request’? When looking at an individual item’s record, the ‘Work orders/requests are lumped together in the ‘More info’ pop-up, which suggests that they are somehow linked.

   Another option would be to allow such a list of requests to be placed from the borrower’s account, using the ‘Submit request’ button but that it was set up in such a way that you could create a whole list of items as Physical item requests, rather than having to go through the process for each individual item, which is tedious.

   When a borrower has forgotten their ID card and asks us to keep books for them, in the past we have issued these to the Holds Trolley, so that we know where they are, until such time as the borrower returns. However, we want to convert these into official requests, so that they are time limited; cannot be requested by anyone else in the meantime; and no student can request more items than their limit, thus denying other people the use of those books. To make this an easy process, is it possible to enable the ‘Scan in… more

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Senior Product Owner, 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

4. Include variables in subject line in letter emails costumization

   In Alma you can costumize emails and letters message body via XSL including the related data from xml, but not in the subject area, where you can write only fixed text. We need the possibility to add changing information in subject area, for example add the id of requests in the subject of the Resource sharing emails. It would be possible to configure the subject field to accept variables/placeholder containing the data in xml emails?

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   4 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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5. Ability to customize Discovery display labels for work orders down to the status level

   For Discovery display labels (labels in Primo), all work order types (fulfillment, bindery, and acquisitions) are controlled through the following two customizations:

   1) c.uresolver.getit2.itemlist.status.WORKORDERDEPARTMENT.
   withexpected_date In process of {0} until {1} (where 0=Work Order Type, and 1=Work Order Days to Process)

   2) c.uresolver.getit2.itemlist.status.WORKORDERDEPARTMENT.
   withnoexpecteddate In process of {0} (where 0=Work Order Type)

   So, currently, we cannot customize down the the statuses setup (local to us) under the work order departments, but this would be helpful to do. For instance, we have fulfillment work orders with a status of Trace Requested, for items that are lost and being searched for, but that are not yet declared Missing. It would be helpful if the message displayed in Primo could indicate that the item was being searched for, and didn't merely display "In Process of Fulfillment."

   For Discovery display labels (labels in Primo), all work order types (fulfillment, bindery, and acquisitions) are controlled through the following two customizations:

   1) c.uresolver.getit2.itemlist.status.WORKORDERDEPARTMENT.
   withexpected_date In process of {0} until {1} (where 0=Work Order Type, and 1=Work Order Days to Process)

   2) c.uresolver.getit2.itemlist.status.WORKORDERDEPARTMENT.
   withnoexpecteddate In process of {0} (where 0=Work Order Type)

   So, currently, we cannot customize down the the statuses setup (local to us) under the work order departments, but this would be helpful to do. For instance, we have fulfillment work orders with a status of Trace Request… more

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   1 comment  ·  Other  ·  Delete…  ·  Admin →
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6. Print slips in lc call number order

   In the resource request management area when printing the pull slips it would be helpful to have the option to print these in LC Call Number Order.

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   0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
   Closed  ·  AdminErez Shabo (Senior Product Owner, 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

7. Booking, transit and preview time

   We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.

   The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).

   • The transit time between the AV-library and Kjeller is set to 48 hours.
   • The preview time on the equipment booking is set to one hour.

   Use case:
   When scanning an item due for pick-up at Kjeller within the next 48 hours, Alma insists you reshelf the item at the AV-library. Alma keeps on insisting you reshelf the item, until one hour before the booking time, alas until you are within the set preview time. Then, and only then, the item goes into transit to Kjeller, and the workflow is as expected. This of course, results in the equipment being too late for pick up at the Kjeller library.

   If we change the preview time to 48 hours to accommodate the transit to Kjeller, the correct workflow kicks in at the expected time and the equipment goes into transit. Unfortunately, this affects the preview time for all the AV-items, regardless of pick up location. One apparent downside being patrons are blocked from checking out booked items, 48 hours prior to the booking time.

   Our present work-around is to keep an eye on “Monitor Requests and Item Processes”, in order to sort out the equipment booked for pick up at the Kjeller library. Checking out the item as loaned for the patron before shipping it to Kjeller. The obvious downside, not being able to track the item in process, use scan in item … etc.

   Suggested solution:
   We would like to be able to make an exception to the preview time for bookings in the Fulfillment Unit based on pick up location: IF pick-up location=Kjeller THEN Preview period=48 hours.

   We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.

   The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).

   • The transit time between the AV-library and Kjeller is set to 48 hours.
   • The preview time on the equipment booking is set to one hour.

   Use case:
   When scanning an item due for pick-up at Kjeller within the next 48… more

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   2 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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8. Allow lending libraries to send lost resource sharing item invoices directly to the borrowing library in Alma

   Currently, Alma does not allow a lending library to send an invoice to a borrowing library within Alma in the event a resource sharing item is lost or damaged. This requires libraries to develop a manual resource sharing billing workflow outside of Alma. An Alma letter that can serve as a lost resource sharing item invoice would be incredibly helpful. We would need to be able to trigger this letter manually for specific requests on demand, but it would also be extremely helpful if this letter could be triggered automatically once an item is more than a certain number of days overdue.

   Currently, Alma does not allow a lending library to send an invoice to a borrowing library within Alma in the event a resource sharing item is lost or damaged. This requires libraries to develop a manual resource sharing billing workflow outside of Alma. An Alma letter that can serve as a lost resource sharing item invoice would be incredibly helpful. We would need to be able to trigger this letter manually for specific requests on demand, but it would also be extremely helpful if this letter could be triggered automatically once an item is more than a certain number… more

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   0 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
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9. Allow access to "Roles Privileges" configuration for General System Administrator

   Allow access to "Roles Privileges" configuration for General System Administrator

   Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)

   Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.

   Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:

   1. know what the possibilities are for restricting specific privileges
   2. make constructive requests of Alma support for tailoring the privileges on a specific role.
   3. see when a role has had its privileges changed from the defaults, to better understand Alma system behavior

   Because of the potential for negative effects on Alma users ability to work in the system, access should be restricted to General System Administrator (User Administrator is another possibility, but General System Administrator would be my top choice)

   Example screenshots of what the configuration looks like to Ex Libris staff are attached.

   Allow access to "Roles Privileges" configuration for General System Administrator

   Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)

   Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.

   Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:

   1. … more

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   5 comments  ·  User Management  ·  Delete…  ·  Admin →
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10. Ability to require pick up date field when making requests

    It would be helpful if we could lock the pick up date field for making requests so that it is required to be filled in by the patron. We use Alma with Primo VE and will be relying heavily on the request function to prepull items to be used in our reading room. While the pick up date may not be necessary for many institutions, it would be nice if the pick up date had the option to be required for the institutions that want to customize the request functionality.

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, 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

11. Analytics: Retain the External ID even when the item is canceled in Resource Sharing

    Retain the External ID even when the item is canceled in Resource Sharing.
    
    Retain the Ex ID even if the item is canceled. The reason we would like the Ex ID is because it is a patterned identifier and that makes it easy to limit down, where to us the internal ID is just a string of random numbers. Our goal is to be able to run reports on either the Lending or Borrowing Request subject areas in one set. If we need to run some on Ex ID to get the Borrowing and Lending sides to match up and then run more on the Internal ID just to get a full snap shot of our RS environment that is a lot of work. (Created from Redmine - 1525 and Salesforce 00183123.

    Retain the External ID even when the item is canceled in Resource Sharing.
    
    Retain the Ex ID even if the item is canceled. The reason we would like the Ex ID is because it is a patterned identifier and that makes it easy to limit down, where to us the internal ID is just a string of random numbers. Our goal is to be able to run reports on either the Lending or Borrowing Request subject areas in one set. If we need to run some on Ex ID to get the Borrowing and Lending sides to match up and… more

    9 votes

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    0 comments  ·  Analytics  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, 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

12. Vendors management

    "The process that sends purchase requests to vendors sometimes does not work correctly.

    The error is only detected when the vendor notifies you that they have not received the purchase request.

    To check the error, you must go to the Job (scheduled task).

    Shouldn't there be a way in Alma to report these failures more visibly?"

    4 votes

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    0 comments  ·  Acquisition - Vendors  ·  Delete…  ·  Admin →
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13. Make all Address Types usable for Personal Delivery

    Only addresses with an Address Type of 'Home' or 'Office' can be used for Personal Delivery. This is a problem for us because the addresses that come through into Alma for each user from our student information system integration are in Address Types ‘Home’ and ‘School’. We don’t use ‘Office’. We are unable to get the systems integration changed for local reasons. We would like to see all Address Types made 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 in the request form in Primo. Also, when the request comes through into Alma, we need the relevant address that the user has selected to be provided as part of the request information, but not the other Address Types that the user hasn't selected. At present, our staff are having to use an Alma Analytics report we have created to look up addresses or check in the patron record for each user.

    Currently, we can't use Personal Delivery and are forced to rely on a local workaround instead, which involved setting up a new campus called ‘Postal delivery’ and new libraries called ‘Home address’ and ‘Term-time address’ so that our students could select them on the request form in Primo. This also requires additional steps for our staff, who have to use an address look-up in an Analytics dashboard to get the appropriate address and use it to create an address label for each parcel. This requires more significantly manual intervention by staff than Personal Delivery would if it could use it and introduces more potential for human error as well.

    We would like users to be able to place requests for Personal Delivery using the out-of-the-box Alma functionality in our Primo environment, selecting their home address or term-time address according to preference. Those requests would go into Alma, where library staff would be provided with all the information they need, on the same screen, to pick the items from the shelves and create address labels for posting out to users.

    Only addresses with an Address Type of 'Home' or 'Office' can be used for Personal Delivery. This is a problem for us because the addresses that come through into Alma for each user from our student information system integration are in Address Types ‘Home’ and ‘School’. We don’t use ‘Office’. We are unable to get the systems integration changed for local reasons. We would like to see all Address Types made 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… more

    4 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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14. Preferred language visible handling requests

    Preferred language visible handling requests:

    When handling requests it would be timesaving to have patrons preferred Language visible as well as if you need to contact the user. So to have an option to choose to include Language in the Administration > User Management Configuration > Configuration Menu > General > Contact Information Pop-Up

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    0 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, 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

15. Allow API clients to include/exclude fields in the response data

    It would be great if API clients could include/exclude fields of the response data of API calls.

    The rational behind this stems from a use case of our own:

    When making calls to the Alma and also Primo APIs we get a huge chunk of data back from which we only need a small portion. If we were able to make an API request in which we could specify upfront which fields we would and/or wouldn't need would: (1) prevent all that overhead data, (1) reduce the network traffic and (3) increase the response speed.

    The functionality that is necessary to filter the response could be implemented once on the API endpoint server. After that every possible client (also those developed by ExLibris) could then customize the response format of the APIs according to its needs.

    It would be great if API clients could include/exclude fields of the response data of API calls.

    The rational behind this stems from a use case of our own:

    When making calls to the Alma and also Primo APIs we get a huge chunk of data back from which we only need a small portion. If we were able to make an API request in which we could specify upfront which fields we would and/or wouldn't need would: (1) prevent all that overhead data, (1) reduce the network traffic and (3) increase the response speed.

    The functionality that is necessary… more

    9 votes

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    6 comments  ·  Collaborative Networks  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, 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. Move the Level of service facet to the top of the facet list

    Currently the Level of Service facet is at the base of the facet list, almost always hidden by the facets above it. I would like to see it moved to the top of the list as the timely processing of material for Rush or Express requests depends on being able to find those requests and action them quickly. As it is currently unless you specifically scroll down the list, you don't even know those requests have come in.

    20 votes

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    1 comment  ·  Resource Sharing  ·  Delete…  ·  Admin →
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17. Add the ability for users to view current AFN checkout information via the My Account feature on self-check machines.

    Currently, when a user accesses My Account via a self-check machine, they are unable to view any information pertaining to their active AFN checkouts. We opened a support case with Ex Libris, reporting these findings and providing details provided by our self-check vendor (mkSolutions), and their final decision was that this functionality is not currently supported, requiring an enhancement request.

    Enhancement Request: Add the ability for users to view current AFN checkout information via the My Account feature on self-check machines.

    3 votes

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    0 comments  ·  APIs and Integrations  ·  Edit…  ·  Delete…  ·  Admin →
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18. DARA

    Add an option to create a purchase request from the current drop down or after hitting the "implement" button. Sending us to the title view doesn't help us to implement the recommendation.

    3 votes

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    0 comments  ·  DARA - Data Analysis Recommendation Assistant  ·  Edit…  ·  Delete…  ·  Admin →
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19. Copyright Work Percentage Rule

    It should be possible to apply the Copyright Work Percentage Rule for:
    1. Patron Digitization Requests
    2. RS Borrowing requests

    And not just for:
    1. Staff Digitization Requests
    2. Library Physical Digitization Requests

    15 votes

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20. Changing the location after items are moved to Active Hold Shelf

    Changing the location after items are moved to Active Hold Shelf

    The location in the Active Hold Shelf item represents the location of the item when the request has been submitted. So, the location of all request that is created on when items are in the process of acquisitions, it’s not updated until the requestor loan it.
    It makes fulfillment staff confused because items look like not ready to loan.
    The best would be updating location after items are moved to the Active Hold Shelf.

    3 votes

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    0 comments  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
    Closed  ·  AdminErez Shabo (Senior Product Owner, 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