Alma
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1041 results found
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Add fulfilment, Public and Internal Notes to the Excel spreadsheets for physical item sets
When a Physical Item set of records is exported into a spreadsheet via Tools > Excel, the fields Fulfilment Note, Public Note and Internal Notes 1, 2 and 3 are noticeably absent from the columns of data offered in that spreadsheet.
Those fields frequently play a major role in determining the action required by staff for the given item upon its return, as they’re used for requests for reclassification, relegation, etc. It would constitute a sizeable labour-saving fix to be able to generate/save/print off a ready list of all such messages, alphabetically sortable by contents, from the spreadsheet for…
22 votes -
LENDING BEING PROCESSED
We would like Digital Lending Requests to be automatically updated to Being Processed once the slip has been printed - in the same that way Physical Lending Requests are updated to Being Processed once a hold has been placed via Manage Fulfillment Options. At the moment they have status Created Lending Request - which means we have to change the status manually.
3 votesHello 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
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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.
19 votes -
User information in Print slip report
We are currently using the print slip report for our click and collect service but for us it is missing some vital user information around the requester. We would like to see the primary identifier in the report. We tried to deal with this in analytics but we also require the item barcode and this caused problems where there are multiple items under a title. The print slip report contains all the information (including the multiple barcodes) we need except for more extensive user information to help staff deal with this off site. The name is not enough, particularly…
24 votes -
When cancelling requests from the pick list, display a warning message
On the pick list, requests are displayed at a title level. This means it is possible that multiple requests are present for the title. When clicking 'cancel request' from the title, all requests are cancelled, not only the first one. Since this behaviour occurs even when requests are from different requesters, for different volumes or different digitisations, we would like a warning message to appear before deleting multiple requests from this screen.
1 vote -
Default options for tasks should be configurable by the library
I have a support case open (Case 06893601) that requests the ability to change the default option for “In-House Use”. This support case and others like it could be addressed by allowing the library to configure whether an action is the default.
A search of the Idea Exchange for "change default" results in a lengthy list from all areas, the cumulative effect of which clearly illustrates the need for this change.A few examples:
Reading Room Final Check-in
Warning message to confirm Check-In for Shipped Items
Release remaining encumbrance
Metadata Editor Templates to suppress from discovery and Don't publish…23 votes -
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…0 votes -
In "Create request" for a patron, is it possible to add the item barcode as an option for searching?
2 votes -
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.18 votes -
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 - Winterto
21 - spring
22 - summer
23 - autumn
24 - winterThank you for reviewing this request.
3 votesHello 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
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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 votesDear 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
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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).…
11 votes -
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…
21 votesAs 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
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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 -
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 votesAs 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
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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 votesSee “Workflow Options for Rejected Resource Sharing Requests” at https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201803
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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 votesIt is possible to change PO line's order using the 'Update PO Lines Information - Advanced' job:
See OLH of the job.
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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…17 votes -
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.
1 vote -
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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