1106 results found

1. Add "Scan In Items" functions to "Return Items" processing

   We would like to build "Scan In Items" features to the "Return Items" function, i.e. "Return Items" should be able to process requests, expired holds, and items in transit between locations the same way as "Scan In Items" does. This includes the radio button for automatically printing slips (configuration should be able to define a default)

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   5 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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2. Refreshing linked account expiration dates

   As we understand it, there are only two ways for a linked account's expiration date to be refreshed/synchronized with the user's primary account in their home IZ:

   1. Requesting an item from the IZ with that linked account

   2. Staff at the lending institution go to Manage Patron Services, Find user in other institution, enter the user's identifier, and then find user

   We think that the Alma experience would be improved by triggering this refresh process by a renewal attempt, by having an ability to run and schedule a job that refreshes these expiration dates on a regular basis, or by some other means.

   Thanks!

   As we understand it, there are only two ways for a linked account's expiration date to be refreshed/synchronized with the user's primary account in their home IZ:

   1. Requesting an item from the IZ with that linked account

   2. Staff at the lending institution go to Manage Patron Services, Find user in other institution, enter the user's identifier, and then find user

   We think that the Alma experience would be improved by triggering this refresh process by a renewal attempt, by having an ability to run and schedule a job that refreshes these expiration dates on a regular basis, or by… more

   103 votes

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   5 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
   Completed  ·  AdminLiza Voloshin (Product Owner, Alma Resource Management, Ex Libris) responded

   Hi all,

   starting from the May 2026 release, Alma will support Update of User Data for Fulfillment Network in Real Time.

   Read more in the Release Notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2026/Alma_2026_Release_Notes/2026_RN_05_Main?mt-draft=true

   
   

   Best, Alma Product

3. Allow a block to be created as part of the 'change to lost' overdue and lost loan profiles.

   We'd like the ability to create a block when an item is made 'lost' as part of the overdue and lost loan profile schedules.

   At the moment we can only add a block on the overdue notification types, which we do for the last overdue notification we send before it becomes considered lost.

   However, as soon as the item is changed to lost by the profile schedule it removes the block automatically created by the overdue notification profile.

   The advantage of using the profile block is that they are automatically removed if the item is renewed or returned and we can choose a block that does more than just stop loan or renewal as the fines limit does.

   We need a way to stop resource sharing requesting, when a user has very overdue items, which the fines limit is unsuitable for.

   We'd like the ability to create a block when an item is made 'lost' as part of the overdue and lost loan profile schedules.

   At the moment we can only add a block on the overdue notification types, which we do for the last overdue notification we send before it becomes considered lost.

   However, as soon as the item is changed to lost by the profile schedule it removes the block automatically created by the overdue notification profile.

   The advantage of using the profile block is that they are automatically removed if the item is renewed or returned and we… more

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   4 comments  ·  User Management  ·  Delete…  ·  Admin →
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4. Customize secondary search menu under Borrowing/Lending requests

   When searching under Borrowing & Lending requests, the order of the search field options defaults to alphabetical.

   It would be nice to have the ability to customize the order of the search options, so the most used fields can be placed closer to the top of the list to avoid extra scrolling.

   For example, searching by Title is common, but the option is near the bottom of the menu. Staff need to scroll down to it every time they want to search requests by Title.

   It would be nice to at least be able to identify a favorite search field, so the menu could default to that every time.

   When searching under Borrowing & Lending requests, the order of the search field options defaults to alphabetical.

   It would be nice to have the ability to customize the order of the search options, so the most used fields can be placed closer to the top of the list to avoid extra scrolling.

   For example, searching by Title is common, but the option is near the bottom of the menu. Staff need to scroll down to it every time they want to search requests by Title.

   It would be nice to at least be able to identify a favorite… more

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5. Configure better functionality (letters and fining) to calculate a new due date for an overdue item when it has been recalled

   In an institution where we do not use automated renewals, we encounter instances where patron 1 has an item and allowed it to get overdue but it is then recalled. The letter that goes out does not use our configurations to calculate a new due date from the date of the request and it starts to calculate fines immediately. This causes much patron distress as they can't go back into the past to return the item, nor are they informed that there might be a grace period to return the item. Staff then also have to follow up (if they catch it) to waive the fines if the item is returned in the grace period. All of the stress and follow up work could be avoided if this could be configured. Ex Libris (through a support case) indicates that this is currently not possible.

   In an institution where we do not use automated renewals, we encounter instances where patron 1 has an item and allowed it to get overdue but it is then recalled. The letter that goes out does not use our configurations to calculate a new due date from the date of the request and it starts to calculate fines immediately. This causes much patron distress as they can't go back into the past to return the item, nor are they informed that there might be a grace period to return the item. Staff then also have to follow up (if they… more

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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

6. Skip Location for Lending Requests

   For "patron physical item requests", there is an option called "Skip location". We use this option when we don't have the requested material available at our campus library, but another of our campus libraries does. In these cases, when we click on the "Skip location"-button, the request gets automatically transferred to a library which has the material available.

   We would like to have a similar "Skip location"-function for lending requests. Today we have to manually transfer the lending requests between our campus libraries, if we don't have the material available at the library which originally got the request. A "Skip location"-function would do this for us automatically, and therefor save us a lot of time.

   For "patron physical item requests", there is an option called "Skip location". We use this option when we don't have the requested material available at our campus library, but another of our campus libraries does. In these cases, when we click on the "Skip location"-button, the request gets automatically transferred to a library which has the material available.

   We would like to have a similar "Skip location"-function for lending requests. Today we have to manually transfer the lending requests between our campus libraries, if we don't have the material available at the library which originally got… more

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   0 comments  ·  Fulfillment - Requests  ·  Edit…  ·  Delete…  ·  Admin →
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7. Linking bib records based on 830 $x should be optional

   Alma currently links bib records based on the presence of the ISSN in the 830 $x. This causes a terribly confusing display in Primo and Alma and is prone to messing up requests. This should be an optional "feature" and not automatically enabled. We do have the option to turn off all related records, but if we use that, we lose all our boundwith relations.

   We should not have to delete a valid MARC subfield (830 $x) in order to prevent related holdings record displaying in Alma and Primo.

   72 votes

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   2 comments  ·  Resource Management - General  ·  Delete…  ·  Admin →
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8. Auto-renew - Maximum renew date in Borrowing Activity Letter

   We have been running auto renew for several months and it is very popular. We do not notify customers that an item has been successfully renewed but do send weekly updates and would lie to include the Maximum Renewal date on these. Although it displays in Primo we have not been able to find a way to include it in Letters and would like to request this functionality is added please

   6 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

9. Expand 'Bulk Change Due Dates' to disregard expired patrons and include recalled items

   Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we would have Alma work, but in this situation was inconvenient and required us to do a manual workaround. Likewise, the due dates of any items on loan that had been recalled due to policy (e.g. having reached the end of the maximum renewal period) or requests were not extended, so again we had to deal with those separately.

   Recognising that the way Bulk Change Due Dates works currently is suitable for Alma users probably a majority of the time, could tick-box options such as 'Disregard patron record expiry dates' and 'Include recalled items' be added to that screen please?

   Configuring Alma to deliver an exclusively off-campus service in response to the Coronavirus pandemic included the extension of due dates for us. We were thankful for the 'Bulk Change Due Dates' functionality, which we were able to use to push back the due dates of a majority of items on loan (until 1 June in the first instance for us). We encountered problems though when it came to any items borrowed by patrons whose records were due to expire before that date. The items wouldn't go beyond the patrons' expiry dates, which under normal circumstances would be exactly how we… more

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   Accepted  ·  9 comments  ·  Fulfillment - Loans  ·  Delete…  ·  Admin →

10. Hold Shelf policy for RS items

    When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignorelenderdue_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

    This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time - for the patrons, the book and the library.

    If we could set a Hold shelf expiry date for RS items that is shorter than Due date, it would make it easier for the circulation desk personal to remind patrons that they have a book waiting. This will give the book more time at use with the patron, and less on the hold shelf. It will shorten the waiting time for other patrons, as the book will be returned earlier to the owning library if it is no longer needed by the patron.

    The best would be if this process could be automated, e.g. by TOU policy. (Much like the Hold Shelf Period policy that exist for TOU type Requests.)
    If it’s not possible to populate a Hold expiry date automatically, a data field in the receiving RS items pop-ups would be helpful. (Pictures added.)

    When using Lender Due date for RS items (Fulfillment > General > Other Settings > ignorelenderdue_date = false) the date for Pick up from shelf is the same as the Due date. This is, according to ExLibris, working as intended, but we have a few issues with the workflow.

    This makes the workflow more manual and difficult than needed, given that we have to manually check RS items that is not getting picked up by patron within a couple of weeks. Having the RS items on Hold shelf for up to 4-6 weeks is poor use of time… more

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    274 votes

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    5 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
    Completed  ·  AdminErez Shabo (Product Manager, Ex Libris) responded

    Alma now enables users to configure if the Maximum time on hold shelf (Days) for an item to remain on a hold shelf before being returned to the lending library should be based on the request Due Date or the Circulation Desk Hold Shelf Expiration Time. 

11. Ability to Relink Holdings of In Process Items

    I would like the ability to relink holdings for items that are in process. When preparing a new item in Alma, sometimes I need to relink a holding to a different bib record. Currently, Alma does not allow this unless the item is in place and gives the error message “The item is not in place and there are requests registered for this item. Please handle the requests before {0} this item.” I would like to attach the holdings to the correct bib record before putting the item in place. It would be helpful if Alma allowed relinking to occur earlier in the workflow.

    I would like the ability to relink holdings for items that are in process. When preparing a new item in Alma, sometimes I need to relink a holding to a different bib record. Currently, Alma does not allow this unless the item is in place and gives the error message “The item is not in place and there are requests registered for this item. Please handle the requests before {0} this item.” I would like to attach the holdings to the correct bib record before putting the item in place. It would be helpful if Alma allowed relinking… more

    40 votes

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

    As of Alma December release you can re-link holdings to a different bib, even if there are some item requests on this bib.
    For More information please see Alma December Release Notes

12. Note in pop-up requester card in Borrowing requests

    We have certain patrons with special conditions (e.g. they can't use ebooks) that we need to know about when we're putting through Borrowing requests. We keep a record of these in a spreadsheet, but this wastes a lot of time for staff.

    I would like to see notes in patron records display in the Requester information pop-up card in Borrowing requests. This will make it a lot easier for staff to manage these requests.

    4 votes

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    0 comments  ·  Resource Sharing  ·  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

13. Resource Sharing API should consider coverage of local inventory

    The API for resource sharing is currently not considering coverage when checking for local inventory, which means that all resource sharing requests for an owned title will be rejected by the API unless the override parameter is set to true. Resource sharing requests for articles not available due to embargos or limited coverage will thus be rejected by the API. Using the override parameter on the other hand, resource sharing requests for available material will be accepted. This is less than ideal.

    The API for resource sharing requests should consider coverage for local inventory, and only reject requests that are in fact available.

    The API for resource sharing is currently not considering coverage when checking for local inventory, which means that all resource sharing requests for an owned title will be rejected by the API unless the override parameter is set to true. Resource sharing requests for articles not available due to embargos or limited coverage will thus be rejected by the API. Using the override parameter on the other hand, resource sharing requests for available material will be accepted. This is less than ideal.

    The API for resource sharing requests should consider coverage for local inventory, and only… more

    25 votes

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    0 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →
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14. Add address parameters to update/notify user job

    We are a library in an institution that has one library but several locations/physical campuses. The students order material in Primo, and we send material from the library to the students by post (internal system) to their location.

    The issue is that our SIS (Student information system) does not seperate the students by locaton, and does not offer any indication to where the stuydent is located in the user profile import to Alma. As it is, we have no possibility to see whether a student is located at the same campus as the library or at one of the others.

    By using information from other systems we make users sets, and give them their own User group, with priviliges like ordering request delivered to work address.

    With this we need to add an "work"/school address to all students at the other campuses.

    At the moment we have to do this manually, as the Update/notify user job does not offer a parameter for adding an address.

    Could it be added to the job an parameter to add Work address?

    We are a library in an institution that has one library but several locations/physical campuses. The students order material in Primo, and we send material from the library to the students by post (internal system) to their location.

    The issue is that our SIS (Student information system) does not seperate the students by locaton, and does not offer any indication to where the stuydent is located in the user profile import to Alma. As it is, we have no possibility to see whether a student is located at the same campus as the library or at one of the others.

    … more

    13 votes

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    1 comment  ·  User Management  ·  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

15. Electronic Collection PO lines should appear in "More info" at bib record level when Collection is linked to bib record

    Electronic Collection PO lines should appear in "More info" at bib record level when Collection is linked to bib record
    Description Hello,

    This is an enhancement request.

    Even when an electronic collection is linked to a bibliographic record in the Additional descriptive information field of the collection record and when an Electronic Collection PO line is linked to the collection, it currently is not possible to get to the PO line when we look up the title as "All titles" and click on the "More info" link. We have to use an Electronic Collection search to get to the title and click on the "More info" link to get to the Electronic Collection PO line.

    Here is a screencast to demonstrate: http://screencast.com/t/e4S1UwEiMu6h

    Electronic Collection PO lines should appear in "More info" at bib record level when Collection is linked to bib record
    Description Hello,

    This is an enhancement request.

    Even when an electronic collection is linked to a bibliographic record in the Additional descriptive information field of the collection record and when an Electronic Collection PO line is linked to the collection, it currently is not possible to get to the PO line when we look up the title as "All titles" and click on the "More info" link. We have to use an Electronic Collection search to get to the… more

    10 votes

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    1 comment  ·  Acquisitions - 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

16. Add library code to Resource Sharing Shipping Slip Letter

    With Rapido, our smaller libraries are receiving more courier requests from all over the country, and they don't have all of these library codes memorized. The library codes are not available on the Resource Sharing Shipping Slip Letter, but are used by our courier service provider as an identifier for shipping to correctly route the documents. Currently, the code must be looked up by hand if you do not know it. Therefore, we would like to print the library codes on the Resource Sharing Shipping Slip Letter. However, this field is not included in the letter data (XML/XSL). We ask that this field be made available in the letter templates. It would greatly facilitate the work of our colleagues if this does not have to be looked up by hand.

    With Rapido, our smaller libraries are receiving more courier requests from all over the country, and they don't have all of these library codes memorized. The library codes are not available on the Resource Sharing Shipping Slip Letter, but are used by our courier service provider as an identifier for shipping to correctly route the documents. Currently, the code must be looked up by hand if you do not know it. Therefore, we would like to print the library codes on the Resource Sharing Shipping Slip Letter. However, this field is not included in the letter data (XML/XSL). We… more

    79 votes

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

    The partner code and name are found on both the shipping and the return letter, see also May 20203 release note - https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2023/Alma_2023_Release_Notes?mon=202305BASE

17. Alma as a linked entity User Interface

    The Alma backend comprises a large bunch of linked entities of different types like title, holding, request, item, report, ... However, on the user interface side theses links and references often are only displayed implicitly. We propose to make these references explicit. Example: The list of requests shown in "Monitor Requests and Item Processes" display a MMS-ID as well as (in certain cases) an Item ID. In order to view the respective title or item entity one has to copy the ID and paste it into the title, respectivly item search. We propose to add a "one click link" for any entity ID displayed by Alma. Further examples:

    • Active and Expired Hold shelf: Item entities as well as title entities should be linked.
    • Lending requests: Item entity shoul be linked.
    • Process reports: Any entity IDs should link their respective entities.
    • Analytics: Any entity ID within an arbitrary analysis should get a direct link to their respective entity within the Alma User Interface.

    In addition in order to becom a linked entity User Interface, Alma must provide a means to share entities with other. Deep linking funktionality is a overdue feature, and, of course a prerequisite for linking Alma entities from within Analytics.

    Last but not least: The usage of book cover thumbnails is inconsistent within Alma. We propose to provide book cover Thumbnails whereever a reference to a title entity is given (explicitly or implicitly).

    The Alma backend comprises a large bunch of linked entities of different types like title, holding, request, item, report, ... However, on the user interface side theses links and references often are only displayed implicitly. We propose to make these references explicit. Example: The list of requests shown in "Monitor Requests and Item Processes" display a MMS-ID as well as (in certain cases) an Item ID. In order to view the respective title or item entity one has to copy the ID and paste it into the title, respectivly item search. We propose to add a "one… more

    12 votes

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    0 comments  ·  Linked Data  ·  Delete…  ·  Admin →
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18. Physical PO line creation - allow the interested user defined on the PO line to place a title level request when the PO line is created

    This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:

    Today, when a physical PO line has an interested uset, a hold request is not created on the bibliographic title until the book is scanned in at a circulation desk (Item is received).
    Customer rely on being able to see all requests on a title from the moment it is purchased. This is because they want both users and staff to be able to see the whole physical request queue from the moment a book is purchased, currently it creates uncertainties about who is in the queue. A user might not be the first in a queue even though there is no other requests on the title. As a workaround, users create the PO line and search for the title to create a title level request, this is a click heavy process.

    The need is to allow institutions to define a parameter which will create a title level request on the time of the PO line creation with an interested user.

    This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:

    Today, when a physical PO line has an interested uset, a hold request is not created on the bibliographic title until the book is scanned in at a circulation desk (Item is received).
    Customer rely on being able to see all requests on a title from the moment it is purchased. This is because they want both users and staff to be able to see the whole physical request queue from the moment a book is purchased, currently it creates uncertainties about who… more

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    0 comments  ·  Acquisition - PO & POLine  ·  Edit…  ·  Delete…  ·  Admin →
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19. Add translation for Campus

    We’d like to add translation for campus names.

    Currently, we cannot set the translation for campus names as there is no “Translate information icon” in Alma Configuration > General > Libraries > Define Campuses menu.

    Not-translated campus names appear not only in Alma but also in Primo VE. In the pickup locations list in the Primo VE Get It Request Form, campus names are displayed in English even if you choose interface language other than English.

    For multilingual Primo VE sites, it is a must to translate all the patron-facing labels.

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20. Add Mintel Global Outlook on Sustainability Reports to CZ

    Request to add Mintel reports on Global Outlook on Sustainability to the Community Zone

    These are recently released reports in September 2024

    3 votes

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    0 comments  ·  Resource Management - General  ·  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.