1891 results found

1. Add Bursar Transaction ID dimension to Fines and Fees Subject Area in Analytics

   Bursar Transaction ID is a critical data element when an institution uses a Bursar integration profile to export fines/fees and import payments. We recently implemented this integration and are looking at ways to reconcile Alma transactions with data extracted from our bursar. If Bursar Transaction ID were present as a dimension in Analytics, this would be much easier. It should be added.

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2. Display collection "Public Name" instead of "Public name (override)" in Import Profile Details

   We repeat the use of "Public name (override)" to aggregate several local collections under the same heading in our discovery layer. In the example I am dealing with, we use "Project Muse eBooks", but have separate collections for each year of titles. The import profile that we use to load these titles displays the override name, which means that I am unable to tell which collection we are loading into without editing the profile and selecting a collection anew.

   I would love it if we could use the "Public Name" of the collection in Inventory Information tab of the import profile. This could be in addition to the "Public name (override)", like we see in Alma search results or as a replacement of it. If that isn't desired or possible, it would be helpful to have hover-over text that displays the "Public Name" or the collection ID, to provide context to the "Public name (override)".

   We repeat the use of "Public name (override)" to aggregate several local collections under the same heading in our discovery layer. In the example I am dealing with, we use "Project Muse eBooks", but have separate collections for each year of titles. The import profile that we use to load these titles displays the override name, which means that I am unable to tell which collection we are loading into without editing the profile and selecting a collection anew.

   I would love it if we could use the "Public Name" of the collection in Inventory Information tab of the import… more

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   32 votes

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   0 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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3. Renewal Hour and Renewal Time in the Renewal Date folder on Fulfillment

   Hello,

   Some days ago one of our libraries asked for some hourly fulfillment reports. I then noticed that the "Renewal Date" folder does not have a "Renewal Hour" nor a "Renewal Time", as most of the other date folders have. Is it possible to add a "Renewal Hour" or "Renewal Time" to the "Renewal Date" folder?

   Regards,

   Oberdan

   34 votes

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4. Enable us to display items in an "Unavailable" location type as Unavailable in Primo

   We need the ability to show items that are assigned to a location with Type = UNAVAILBLE to show as unavailable in Primo

   The primary use cases that prompt this idea are:
   1. A library is closed for renovation and the items are inaccessible to staff and patrons, but the items must still be discoverable so that patrons can be directed to Resource Sharing in Primo.
   2. Portions of a collection are temporarily inaccessible to staff and patrons, and the items are assigned to a temp location, but must still be discoverable so that patrons can be redirected to Resource Sharing in Primo.
   In both of these use cases, setting the Location(s) to type = UNAVAILABLE accomplishes both suppressing a link for local requesting, and allowing a Request for Resource sharing link to appear, without any other configuration changes

   Right now, items that are in a type=UNAVAILABLE location show in Primo with a prominent "Available" indicator in several places, and use the label for c.uresolver.getit2.item_list.status.ITEM_IN_PLACE in ViewIt, even though the items are not actually available. There is no way to use existing functionality to suppress this "Available" label or the "In library" (ITEM_IN_PLACE) label without an unreasonable amount of work (see info on the impracticability of using work orders below)

   What is needed:
   1. The calculated availability for items in a type=UNAVAILABLE location needs to be Unavailable/Not Available, when Alma might otherwise consider the items to be "in place" (not on loan, not in a process, etc)
   2. The ViewIt information for items in a type=UNAVAILABLE location needs to use a new label, and not the "c.uresolver.getit2.item_list.status.ITEM_IN_PLACE" label

   Why the suggestion on the closed Idea 46262368 "make location type 'unavailable' functional: items in these locations should be shown as unavailable in Alma and Primo" (see URL below) of using work orders to accomplish this is unworkable:
   1. Work orders cannot be removed in bulk. If there are 300000 items that needs to be set to UNAVAILABLE, removing 300000 work orders manually when they are available again is an enormous burden on staff, and is practicably impossible.
   2. Patrons find the Primo display of items in work orders to be confusing
   3. Items in work orders are requestable unless further changes are made to the items or to configurations. Using a type=UNAVAILABLE location accomplishes the un-requestability without needing to do any other configuration or data changes,

   SUMMARY:
   Give us the ability to show items in a type=UNAVALABLE location as unavailable in Primo
   - enabling clear and understandable display of an item's availability to our patrons
   - without onerous additional work

   Note: this is basically a repost of https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/46262368-make-location-type-unavailable-functional-items
   That idea was closed despite support for the idea, and despite the unworkability of the "just put them in a work order" response from Ex Libris

   We need the ability to show items that are assigned to a location with Type = UNAVAILBLE to show as unavailable in Primo

   The primary use cases that prompt this idea are:
   1. A library is closed for renovation and the items are inaccessible to staff and patrons, but the items must still be discoverable so that patrons can be directed to Resource Sharing in Primo.
   2. Portions of a collection are temporarily inaccessible to staff and patrons, and the items are assigned to a temp location, but must still be discoverable so that patrons can be redirected to Resource… more

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   10 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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   AdminTamar Fuches (Alma product manager, Ex Libris) responded

   Dear colleagues,

   Thank you for raising this idea.

   This was part of the CERV cycle in 2025, but did not make it to the final list.

   During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:

   Option 1: New dedicated process type

   • It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
   • Items marked as "unavailable" will be considered as "not in place"
   • The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules

   Option 2: Mark a location as "unavailable"

   • It will be possible to mark a location as "unavailable"
   • All items in this location will be considered as "not in place"
   • The difference from option 1 is that when an item is in an "unavailable" location, it can still be in a process such as loan, work order or any other process type. These are 2 separate attributes
   • The existing options for location based configuration can be used

   Option 3: A new "unavailable" field in item level

   • It will be possible to mark specific items as "unavailable", similar to the availability status of portfolios
   • Items marked as "unavailable" will be considered as "not in place"
   • Similar to option 2, "unavailable" item can still be in a process such as loan, work order or any other process type. These are 2 separate attributes
   • As this is a new attribute, relevant configuration options will need to be enhanced to take this attribute into consideration. Further analysis will be needed here

   Although option 3 might give more flexibility, it is super complicated and would require huge effort. Therefore, the selected option is option 2: Mark a location as "unavailable".

   The description of this idea exchange sounds like this option, however in the comments I saw some references to option 3. Therefore I wanted to share with you the analysis and discussion - you can see it in: https://public.3.basecamp.com/p/ERLrkhNUHtTYerEiaQAsG2uT

   Please note that as this did not make it to the final list of the CERV selected items, there is no timeline for implementing this.

   Thanks,

   Tamar Fuches

   Alma product team

   Dear colleagues,

   Thank you for raising this idea.

   This was part of the CERV cycle in 2025, but did not make it to the final list.

   During the analysis, 3 possible approaches were discussed, each has a different estimation and effort:

   Option 1: New dedicated process type

   • It will be possible to mark specific items as "unavailable", similarly to the way it is possible to mark them as "missing"
   • Items marked as "unavailable" will be considered as "not in place"
   • The new "unavailable" option will appear as a possible process type in all the places where there is a list of process types, including configuration options such as Fulfillment Unit Rules

   Option 2: Mark a location as "unavailable"

   • It will be possible to mark a location as "unavailable"
   • All items in this location will be considered as "not in place"
   • The difference from option 1 is that when an item… more

5. RS - Copy Request Note to Request Cancel Letter as well wheb Converting Borrowing requests into patron physical item requests

   The idea of
   Converting Borrowing requests into patron physical item requests
   has been implemented in 2019 (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201902BASE).
   Request Note is copied in the Note field of the request.

   However it would be great that, after a successful 'View local resources' the request note could also be copied to a Note field in the "Ful Cancel Request Letter" automatically received by the user, thus letting the user know more specific info we usually write in the request note. For example, we write there an additional link to the resource we might have found, Having that automatically in a Note in the Ful Cancel Request Letter emailied to the user would be useful.

   The idea of
   Converting Borrowing requests into patron physical item requests
   has been implemented in 2019 (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201902BASE).
   Request Note is copied in the Note field of the request.

   However it would be great that, after a successful 'View local resources' the request note could also be copied to a Note field in the "Ful Cancel Request Letter" automatically received by the user, thus letting the user know more specific info we usually write in the request note. For example, we write there an additional link to the resource we might have found, Having that automatically in a Note… more

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6. Overdue notifications

   If a user has an overdue notification fee the title of the book for which they got the fee is not mentioned in the Titles colum of the Fines tab on the user record. If it was it would help us explain the fine to a user looking for an explanation at the counter. Can this be fixed?

   7 votes

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   1 comment  ·  Fulfillment - Fines &Fees  ·  Delete…  ·  Admin →
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7. Allow groups of partners to be selected in rules tables by rota template or other attributes

   We are a large university, with many resource sharing partners. We would like to set up rules concerning certain groups of partners, e.g. we charge more for sending physical items internationally due to the cost of postage, and want to set up Shipping Cost rules to reflect that. Unfortunately, it seems like the only way to do so is to select "partner" as a parameter and select each partner individually.

   We would like to be able to select all partners with particular attributes, e.g. all partners in a particular rota template, or all partners using a system type. This would mean these groups could be maintained in a single location and quickly assigned when setting rules.

   We are a large university, with many resource sharing partners. We would like to set up rules concerning certain groups of partners, e.g. we charge more for sending physical items internationally due to the cost of postage, and want to set up Shipping Cost rules to reflect that. Unfortunately, it seems like the only way to do so is to select "partner" as a parameter and select each partner individually.

   We would like to be able to select all partners with particular attributes, e.g. all partners in a particular rota template, or all partners using a system type. This would… more

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8. title and other variables in email subject field

   We would like to include variables in the email subject line for emails to make more sense to patrons. When patrons see generic email headings, they tend to see the email as 'noise' along with other institutional email clutter. However, when patrons see a title that is personally relevant to them when they scan their inbox, they are much more likely to open and read the message.

   We are asking Ex Libris to consider using the same syntax of @@variable_name@@ as a method to include variables in the subject field of the email. Please consider:

   title
   requestID
   requesttype

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9. Exporting invoice lines with multiple funds

   This is a known issue. According to an article of April 2023, "When POL is paid with 2 funds, and invoice is created, the export to Excel of the invoice lines only contains the 1st fund." It would be nice to have all funds included on the Excel file for better fund analysis and reporting.

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   1 comment  ·  Acquisition - Invoices  ·  Delete…  ·  Admin →
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10. Notes for display logic rules

    We would like a notes tab in the Discovery Interface Display Logic rules screen. We have over thirty rules, and some are inactive. We would like a way to record some notes as a record of our decision-making for this quite complicated area.

    9 votes

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11. Enable configuration options to only prevent renewal of overdue loans (while keeping non-overdue loans renewable)

    It isn't possible to prevent renewal of overdue loans without using a block, which also prevents renewal of non-overdue loans.

    We would like to be able to prevent loans that have become overdue from being renewed for the purposes of a TOU switching between term and vacation loans. During the vacation we have no maximum renewal limit and this means that previously overdue loans become renewable again.

    6 votes

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12. Ability to add invoice line by scanning ISBN or Barcode

    Manually keying invoices, especially for LOTE books is difficult when you can't easily use the ISBN or shelf-ready barcode to bring up the POL to create the invoice line. The title on the invoice supplied by the vendor rarely matches how the title is imput in Alma in the POL, so that is an unreliable data point. ISBN and Barcode should also be options for searching for Order lines in a basic Order line search.

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13. Item Statistics Notes fields - choose controlled/not controlled individually

    At present it is possible to choose for all three of the Item Statistics Notes to be controlled (i.e. select field contents from a drop-down list) or for all three not to be controlled (i.e. free text).

    This is restrictive and inflexible. It would be preferable to be able to choose field by field which are controlled and which are not, i.e. have some of the Statistics Notes free text and others controlled.

    23 votes

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    0 comments  ·  Resource Management - Physical  ·  Delete…  ·  Admin →
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14. Work Order Types feature allows adjusting priorities OR Work Order Types can be switched according to the user's role

    Work Order Types feature allows adjusting priorities OR
    Work Order Types can be switched according to the user's role (more or less Work Order Types functions)

    Process type function options in the Items level can be remembered.
    It used to be possible to memorize frequently used function options, but now they have disappeared.😢

    7 votes

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    1 comment  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
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15. Display 'suppressed bib' icon consistently in every Alma context.

    I'm looking at a list of portfolios in Alma, many linking to suppressed bibs. None of those portfolios whose bibs are suppressed display the 'eye with a line through it'-icon (which should also maybe include alt text for screen readers?)

    How about making suppressed-ness sticky throughout the UI, with a baked-in rule to protect exceptions. (ARE there exceptions?)

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    0 comments  ·  Acquisitions - General  ·  Edit…  ·  Delete…  ·  Admin →
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16. Ability to pin and fix the facet in authorities search

    It would be great if the search facet in the authorities search could be pinned and fixed, so you don't have to click and expand the facets every time you want to filter on a specific vocabulary

    3 votes

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    1 comment  ·  User Management  ·  Delete…  ·  Admin →
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17. Readability of the Predicted items menu for daily and weekly serials

    When predicted items are generated for the current year, daily and weekly serials get several pages of items.
    It is then very difficult to find in the list the latest issue to receive. It would be helpful to have some options, for example only display the 5 or 10 latest items.

    •  

    5 votes

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    0 comments  ·  Acquisition - Receiving  ·  Delete…  ·  Admin →
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18. Retrieve associated collections by MMS ID

    In the Alma API there should be an end point to input an mms id number and return all collection ids associated with that ID number.

    This functionality already exists for e-collections (GET /almaws/v1/bibs/{mms_id}/e-collections) but no such functionality exists for regular collections.

    5 votes

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    2 comments  ·  APIs and Integrations  ·  Delete…  ·  Admin →
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19. Internal Identifier number included on Resource Sharing letters

    We want to be able to add a requests Internal Identifier number to the Resource Sharing Shipping Slip letter & the Resource Sharing Receive Slip letters, as a way to clearly and consistently identify a request. Because the external ID can change over the life of a request, we will often refer to the internal ID instead. It's useful to have this on the shipping and receive slips because 1. If the partner or patron needs to communicate with us they can quote the ID number, and 2. this paperwork often remains with the item when it comes back to us, so we can then scan in the ID for the request.

    We want to be able to add a requests Internal Identifier number to the Resource Sharing Shipping Slip letter & the Resource Sharing Receive Slip letters, as a way to clearly and consistently identify a request. Because the external ID can change over the life of a request, we will often refer to the internal ID instead. It's useful to have this on the shipping and receive slips because 1. If the partner or patron needs to communicate with us they can quote the ID number, and 2. this paperwork often remains with the item when it comes back to… more

    6 votes

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20. When running a Remove local coverage indicated, set Which coverage statement will be applied to "only global"

    When running a Change Electronic Portfolio Information job with "Remove local coverage" indicated, in addition to removing all local coverage information, also set the portfolio's "Which coverage statement will be applied?" field to "Only global."
    Leaving it as one of the local options incorrectly marks the portfolio as having local information if it is listed in the Community Zone Updates Task List.

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