1015 results found

1. Letter for purchase requests initially approved and finally canceled

   Sometimes it happens that a user's purchase request is initially approved by the acquisitions staff and sent to the vendor, but sometimes it ends up being canceled for some reason.

   Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Then it will be manually canceled.
   We request the creation of a letter in which the user is informed of this circumstance. Together with this, we request that a new check be added in the "Interested Users" section of the POL that allows activating the sending of this letter to all interested users of that POL.

   Sometimes it happens that a user's purchase request is initially approved by the acquisitions staff and sent to the vendor, but sometimes it ends up being canceled for some reason.

   Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Then it will be manually canceled.
   We request the creation of a letter in which the user is informed of this circumstance. Together with this, we request that… more

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   1 comment  ·  Acquisition - Purchase Requests  ·  Delete…  ·  Admin →
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2. New fields on Alma screens missing from Primo RS form

   In the December 2017 enhancement, the fields Chapter Author, Chapter Title, and Editor were added to the Alma Resource Sharing screen and Chapter was renamed Chapter Number.
   However, these fields were not added to the Primo Resource Sharing form, which means all the details must be entered in one field such as. Chapter details: title, author, number.
   As most Resource Sharing requests arrive via the Primo form, it would be helpful if EXL fixed this too.

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   Accepted  ·  6 comments  ·  Resource Sharing  ·  Delete…  ·  Admin →

3. Modify predictive pattern template season capitalization, SS chron fields.

   We are wanting to modify the template that holds the formatting for the Season - SS chron fields- so that it follows the rules in RDA and AACR2.

   21 - Spring
   22 - Summer
   23 - Autumn
   24 - Winter

   to

   21 - spring
   22 - summer
   23 - autumn
   24 - winter

   Thank you for reviewing this request.

   3 votes

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   0 comments  ·  Resource Management - 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

4. Ability to assign Renewals.

   In the same way POLs or Purchase Requests in review can be assigned. This will give us that ability to assign subscription renewals to selectors/budget holders for approval.

   14 votes

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   1 comment  ·  Acquisitions - General  ·  Delete…  ·  Admin →
   Closed  ·  AdminZohar Shemesh (zohar.shemesh@exlibrisgroup.com, Ex Libris) responded

   Dear all,

   Thank you for submitting this idea.

   This functionality was implemented as part of the move to the new unified PO lines list, in Alma new interface. PO lines in different workflow steps can be assigned to users (see attached screenshot).

   We are therefore setting this idea to “Closed”. We greatly value your input and encourage you to continue sharing your ideas for product enhancements. Your feedback plays a vital role in shaping our future developments.

   Thank you,

   Zohar Shemesh

   Alma Product Team

5. Be able to restrict certain libraries to particular user groups only

   We need to restrict who can access one of our libraries by user groups. We need to restrict one of our libraries to only be used by users with a certain user group. We want to restrict who can collect a hold request by user group for one of our libraries.

   3 votes

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   0 comments  ·  Fulfillment - Requests  ·  Edit…  ·  Delete…  ·  Admin →
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6. Pick From Shelf Notification for Staff

   We would like to have the ability to have "Pick from shelf" send email notifications to certain staff members when a patron requests a book be put on the hold shelf for them to pick it up. This would be easier and more efficient for us, than periodically logging into Alma and clicking on "Pick from shelf" to see if anything is there. Thank you.

   16 votes

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7. Make Query to Patron Letter use addressFrom like any other letter

   The Query to Patron letter functionality for Borrowing Requests in Alma has recently been reimplemented to use the standard mail configuration in Alma. By some reason an exception has been made for the "addressFrom" setting, where it instead still uses the default address for the Resource Sharing library.

   This is counter intuitive, as the addressFrom value is still configurable for the letter, only it doesn't have any effect. I'm still surprised my case (#00609529) was identified as a documentation issue and not a bug.

   If you like us has selected to not implement a separate Resource Sharing library, this also effectively prevents us from using a separate address for these letters. When switching to the new letter type, this was the feature we most looked forward to ...

   Please make this setting take effect for the Query To Patron Letter just like for any other letter.

   (If there are use cases where this would make things worse, please consider adding an general option to toggle between the two styles!)

   The Query to Patron letter functionality for Borrowing Requests in Alma has recently been reimplemented to use the standard mail configuration in Alma. By some reason an exception has been made for the "addressFrom" setting, where it instead still uses the default address for the Resource Sharing library.

   This is counter intuitive, as the addressFrom value is still configurable for the letter, only it doesn't have any effect. I'm still surprised my case (#00609529) was identified as a documentation issue and not a bug.

   If you like us has selected to not implement a separate Resource Sharing library, this… more

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

   As of the May 2023 release, you can set the default 'sent from' email address to be different from the main library email address. When rs_use_addressfrom_letter_param (Fulfillment Configuration Menu > General > Other Settings) is set to true (default false), instead of letters being sent from the Preferred Email Address set in Fulfillment > Library Management > Contact Information, the email is sent from the letter configuration addressFrom (Configuration > General > Letters > Letters Configuration). 

   See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2023/Alma_2023_Release_Notes?mon=202305BASE

8. Support Processing System Control Number (035) Updates in Imported Authority Record Updates

   Currently, Alma's authority-control jobs do not process updates to MARC21 authority tag 035 (System Control Number) when the update occurs via an authority import profile as the update of an existing record, i.e. there is a match between the existing authority record in Alma and the incoming authority record via the authority import profile. In contrast, the update is processed when there is no match with an existing record, i.e. the record is new to Alma, or, when the authority record has been updated manually via the MDE.

   This was clarified by Ex Libris in a support ticket (case 07255325). According to that explanation, the workflow for updating automatically bibliographic records based on updated authority records (in case of ID-based authority linking and local authority records) - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Metadata_Management/060Working_with_Authority_Records#Updating_the_Authority_Record_ID_Automatically_in_Bibliographic_Records - only applies when the imported record is new to Alma, but not when an update to an existing authority record is concerned.

   This is a severe limitation of the current design in Alma that prevents the automatic handling of authority record merges, which involve, in the authority record, the addition of 035 $z (canceled system control number) and in the bib record the replacement of $0 in authority-controlled fields and the update of those authority-controlled fields based on the updated $0.

   One possible workaround is to manually modify tag 035 in the authority record after the imported authority record update, e.g. by adding "035 $a0", so that authority-control jobs will process the tag anew. An alternative workaround is to delete the existing authority record in Alma before the import, allowing the updated record to be treated as new and processed by Alma's authority-control jobs. However, both workarounds require manual intervention, which undermines the idea of library automation.

   We request that Alma processes updates to tag 035 even when the incoming authority record is an update rather than a new record. This enhancement reduces the need for manual intervention and improves the efficiency of authority control in Alma.

   Currently, Alma's authority-control jobs do not process updates to MARC21 authority tag 035 (System Control Number) when the update occurs via an authority import profile as the update of an existing record, i.e. there is a match between the existing authority record in Alma and the incoming authority record via the authority import profile. In contrast, the update is processed when there is no match with an existing record, i.e. the record is new to Alma, or, when the authority record has been updated manually via the MDE.

   This was clarified by Ex Libris in a support ticket (case 07255325).… more

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9. Cancellation reason "item already available" added

   We often need to cancel interlibrary requests due to that our library already owns the material requested, but there isn't anything that resembles this when choosing a reason for cancelling.

   We would like to have this option added in "Cancellation reason" in Borrowing requests.
   We would like the new cancellaton reason to be; "item already available".

   11 votes

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

   As of the February 2019 release, a new cancellation reason ‘Item is already available’ is available. It appears in all request cancellation drop-down lists. See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes?mon=201902BASE

10. Change PO Line Owner instead of having to delete & start again

    Hello

    A colleague has requested that we ask for this enhancement:

    Would it be possible to have the ability to change the PO Line Owner (ie, if someone selected St Teresa’s but should have selected Craven) instead of having to delete the whole POL and start again?

    Our current process requires users to delete the POL if they've chosen the wrong POL owner or PO Line Type, and it would be great if they could just edit it and not have to start all over again.

    17 votes

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    2 comments  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
    Already Supported  ·  AdminTamar Fuches (Alma product manager, Ex Libris) responded

    It is possible to change PO line's order using the 'Update PO Lines Information - Advanced' job:

    See OLH of the job.

11. Allow customization of the Notify User check box in Confirm Request Cancellation box.

    Current default is that this item is checked, however with local processes, we would prefer not to automatically notify the patron in most circumstances. It would be better for us to opt-in than to opt-out.

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    0 comments  ·  Fulfillment - Requests  ·  Edit…  ·  Delete…  ·  Admin →
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12. Overdue lending requests - sort by overdue-date

    In regards to overdue lending requests, it would be very beneficial to have the option of sorting by due date. By sorting this way, you could tackle the documents that have been kept out of circulation the longest first, with one (or two) clicks.

    Per 13.05.24, the options we can choose from in the "sort by" drop-down menu are:

    • Last interest date
    • Update date
    • Creation date
    • Title
    • Shelving location

    There are toggleable due-date spans in the facet menu. A sorting function would still be beneficial.

    4 votes

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13. Add Lender/Borrower addresses to Label code table in select Fulfillment and Resource Sharing letters

    Fulfillment letters and Resource Sharing related letters would benefit from having an easy mailing label field, to be toggled on and off in the “Labels” section for letter editing when a Library would like to add a mailing label to a letter.

    With collaboration from our Alliance colleagues, we created a shipping label directly on our Ful Resource Sharing Request letter. When we print our pull slips, a second page is automatically generated with a printed mailing label with the Borrowing Schools address information, along with information to allow our mail room to expense it to the correct fund. By adding this to the pull slip, we skip needing to print a separate shipping label later, increasing our efficiency and saving paper.

    We think this is a valuable enhancement to the use of this letter, and think it should be added as a “label” or set of labels to toggle on and off for other folks to use and not have to write the extensive coding we did. We like not having to waste paper and cut out extra steps when doing Resource Sharing.

    We also think this could be added to other letters, such as the Borrowing Receive letter, to be kept with the item until we need to mail it back.

    Fulfillment letters and Resource Sharing related letters would benefit from having an easy mailing label field, to be toggled on and off in the “Labels” section for letter editing when a Library would like to add a mailing label to a letter.

    With collaboration from our Alliance colleagues, we created a shipping label directly on our Ful Resource Sharing Request letter. When we print our pull slips, a second page is automatically generated with a printed mailing label with the Borrowing Schools address information, along with information to allow our mail room to expense it to the correct fund. By… more

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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14. Add "Prefer Open Access resources" option on the Online Services Order page

    Configuring the Online Services Order (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/090Discovery_Interface_Display_Logic/035ViewIt#Configuring_the_Order_of_Online_Services) includes several options, including an "Additional Preferences" section where one can choose whether or not to prioritize CZ collections, source service, ID based linking services, or prefer resources with a PO Line. However, there is no option for prioritizing OA resources. In order to allow libraries to make Open Access resources more readily available to end users, in this idea, I request that a preference be added to this list, "Prefer Open Access resources." Like the other "Additional Preferences" option, there would be a radio button to select "Yes" or "No." I have attached a mockup image showing how this option would be added to the Additional Preferences section.

    There is an existing preference hierarchy if multiple preferences are selected:

    1.Services of collections/portfolios that have a linked PO Line (i.e., subscribed services or owned).
    2.ID-based linked services.
    3.Source services
    4.Community Zone collections.
    5.Top services.
    6.Bottom services.

    In this hierarchy, I suggest "Open Access resources" should appear as #1, above "Services of collections/portfolios that have a linked PO Line." This is because libraries that select "Yes" for "Prefer Open Access resources" want to promote Open Access and boost the Open Access portfolio over other portfolios. Libraries that want to prioritize access to paid resources over OA will select "No" for "Prefer Open Access resources" and will select "Yes" for "Prefer resources with PO Line," so their portfolios with attached PO lines will continue to be at the top of their lists.

    Configuring the Online Services Order (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/090Discovery_Interface_Display_Logic/035ViewIt#Configuring_the_Order_of_Online_Services) includes several options, including an "Additional Preferences" section where one can choose whether or not to prioritize CZ collections, source service, ID based linking services, or prefer resources with a PO Line. However, there is no option for prioritizing OA resources. In order to allow libraries to make Open Access resources more readily available to end users, in this idea, I request that a preference be added to this list, "Prefer Open Access resources." Like the other "Additional Preferences" option, there would be a radio button to select "Yes" or "No." I… more

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    10 votes

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    0 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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15. Enable setting of Personal Delivery Locations from Resource Sharing Form

    In November 2023, The following was developed for holds based on this Idea Exchange suggestion Allow users to enter an address for home delivery – Have an idea for Ex Libris? (exlibrisgroup.com) We would like to have the same functionality available for the Resource Sharing Form as well. Our consortium policy allows for home delivery of materials from another's library. Obviously, this might not be welcome for all but without this functionality, we cannot see it being feasible to turn on this functionality for just local requests.

    16 votes

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16. Fullfillment / Manage Patron Services - Action Claim returned - Freeze loan suspensions

    When claiming an item as returned, the loan’s status is changed to Claim Returned. The item’s Process Type value is Claimed Returned, and the item remains requestable and is considered to still be on loan. Due dates cannot be changed on loans in "Claimed Return" status. By default, overdue fines accumulated prior to the item being claimed as returned are applied to the patron's active balance, but no new overdue fines accrue from that point onward.
    
    We would like the “Claim returned” action in Alma to freeze loan suspensions. No loan suspensions will be put in place once the item is in “Claim Returned” status.

    When claiming an item as returned, the loan’s status is changed to Claim Returned. The item’s Process Type value is Claimed Returned, and the item remains requestable and is considered to still be on loan. Due dates cannot be changed on loans in "Claimed Return" status. By default, overdue fines accumulated prior to the item being claimed as returned are applied to the patron's active balance, but no new overdue fines accrue from that point onward.
    
    We would like the “Claim returned” action in Alma to freeze loan suspensions. No loan suspensions will be put in place once the… more

    17 votes

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    0 comments  ·  Fulfillment - Loans  ·  Delete…  ·  Admin →
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17. More frequent resource sharing notifications

    Enable the option to send notifications to users who place resource sharing requests for each stage of the process. This will give users a better sense of where their requests are, instead of just sending them into a black hole with no idea when they might arrive. This is similar to the way that online shopping provides notifications for each stage of a purchase, and is something users are coming to expect.

    12 votes

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    0 comments  ·  Resource Sharing  ·  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

18. Populate Additional Information for Articles from the DOI or PMID Fields

    The idea is to populate additional information for LENDING article requests from the DOI or PMID fields and not just for BORROWING article requests

    10 votes

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    1 comment  ·  Resource Sharing  ·  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

19. Toggle cancelled lending requests in a "terminated" status

    Cancelled and rejected lending requests stay "active". This creates a lot of noise in the list of active lending requests.
    I
    deally, cancelled and rejected lending requests would keep their cancelled status, but have an activity status of terminated (because there is nothing else to do).

    3 votes

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

    See “Workflow Options for Rejected Resource Sharing Requests” at https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201803

20. Hold active until (collection) date

    currently the time a requested book is held for a borrower does not show unless you go into the Active holds lists. It would be helpful if this was shown when the book is checked in and on the notice that automatically goes to the printer (which we put in the book until the book is collected)

    14 votes

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    0 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
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