Alma
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1754 results found
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Add Delegated Financial Authority limits for staff approving invoices
Staff members approving invoices have different limits on the maximum invoice amount they can approve. Delegated financial authority (DFA) limits vary, for example, for some staff the limit is $20,000, for others it is $50,000, for others it is $250,000 and for others it is higher.
At the moment there is no limit to the amount a staff member can approve. We would like to see the ability to set delegated financial authority limits for each staff member who is eligible to approve invoices. Each staff member should be able to have a dollar amount set (in their native currency)…
19 votes -
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…
43 votes -
Tables need an option to clear the default value
There are various code tables in Alma that prompt you to choose "Default Value -- Yes/No" when adding a row to the table. Once multiple rows have been added, it's possible to select one value to be the default value. However, once one value has been chosen as the default at any point in time, there is NO option to clear the default value (short of deleting the default value row which causes other problems). There are times when we don't want a default value but "Yes" was chosen by mistake when adding a new row.
One example of this…
17 votes -
Electronic Resource Activation Task List - Enhanced Assign to
In the "Electronic Resource Activation Task List" the list can only be assigned to specific users (or unassigned so everyone can see it), it would be nice to be able to assign it to a group of people, (perhaps by user role profiles, or a new profile type of 'group user' that links other profiles together, like user role profiles) as different tasks fall on different areas of the department.
This would also be helpful in "Reading Lists Task List", as in our case it is location specific handling of the tasks.
1 vote -
Set transaction time in Loan/Return
Configure in User Services -Loan/Return next to the date show the time of the transaction as it is displayed on the expiration date
3 votes -
Add SUSHI “Status Description” field for uploaded files as column option in Analytics
Ex Libris has said “No valid report items found in the file” is behavior that should still be listed as a “Fully Processed” file, but it would be helpful if we could more easily find files that we believe may not have loaded properly based on their Alma “Status Description” in Analytics.
1 vote -
Create the button "claim never borrow" on Loan service
Since Alma has a "Claimed Return" button, could create a button for users who never borrow this book in the loan tab.
1 vote -
serial type
Be able to lookup bibliographic titles by serial type (Fixed field 21 SrTp: Type of continuing resource), especially for monographic series type m. Our serials desk wants a way to easily find these so when they receive materials they can separate the standing orders from the subscriptions. They could also generate reports from the data parsed in Analytics to assist their students during the receiving process.
3 votes -
Create a job to send a notification letter to users when their expiry date is near so they can request to renew their library user account
The option to notify users whose accounts have or will expire of their options for renewing their library user account would help us to stay engaged with users whose library user account will expire soon (or has recently expired). Users who want to continue using their library account can renew it prior to the expiry date, thus reducing any barriers to accessing their account and using library materials.
A notification letter could be created to support this type of messaging. It would be great if a job could be scheduled to send to users whose expiry date is upcoming. It…
12 votes -
Check box option to disable Alma from appending file names in publishing profiles
We publish files to many third party vendors. Some vendor systems must have their files named with a certain convention and CANNOT process them if that filename convention is altered in any way.
Alma publishing profiles are current configured to append "_new" to the end of files it publishes, even if you specify a file name already. We would like the option to either enable or disable each publishing profile from appending the filenames it sends. They can be enabled by default, or not, but the option would be helpful.
Use case: We are publishing files of electronic holdings to…
5 votes -
Excel - Allow personalization of the fields to be export
Our proposal, is to allow include bibliographics fields to the excel archive.
In order to manage the purchase requests, we need an excel archive that iclude fields like ISBN, edition, year, ...1 vote -
Analytics: Add Purchase Request Requester user information at the time of request
The Purchase Request Subject Area Purchase Request Requester user information is updated every day by ETL to the current user information.
In many cases, this is useful. But it is not useful for reporting when it is important to know the information of a user at the time of an action.
As one example: We would like to report on the number of patrons submitting purchase requests by user group such as undergrads vs postgrads vs staff. If a patron submits a purchase request as an undergrad and then becomes a postgraduate, the outcome of current analytics is that all…1 vote -
Ability to make financial adjustments to previous fiscal years after rollover
We would like to be able to make financial adjustments to prior fiscal years after rollover occurs. We want to complete rollover in a timely fashion to be able to continue business as usual, however our University's closing occurs later than we complete rollover in Alma and there are times when I need to adjust Alma to match any last minute general ledger changes.
1 vote -
claims - serials - populate item description
It will be very helpull to include the item description in the list of claims.
3 votes -
Add the Inventory price, Receiving date,Inventory date fields on the output results display
It is important for the acquistition staff to add the following items to the display options based on the output results display retrieved by the physical item:
Receiving date
Inventory date
Inventory price32 votes -
Make requests for multi-volume works fulfillable at location scanned in
Hi there,
If patrons submit a request for a multi-volume work at the holdings level, only the circulation desk for the Library where the volume is held can see the 'existing holdings requests may be fulfillable by scanned in item' message when the requested volume is scanned in.
We would like all circulation desks to be able to see this message and had the option to attach the item to the request at the holdings record.
Our use case is that we have many items held at offsite storage, which is set up as a Library in Alma but is…6 votes -
Include the workflow step status of a "pick from shelf" request in the API
If a "pick from shelf" request is created in Alma, it initially has the workflow step status "new". After printing the Resource Request Slip Letter, the workflow step status switches to "in process", showing that the request is now being fulfilled (meaning an employee is now picking the item from the shelf).
If this difference was included in the API call, it could be used by a discovery system to enable patrons to cancel a request only if the Resource Request Slip Letter has not yet been printed. Thus, patrons could cancel "new" requests, but not those that are "in…
6 votes -
Archived Reading Lists show up in Reading List Tasks
When I archive reading lists, they show up in reading list task section and there isn't way to remove them from there. I don't need know that they've been archived, so it would be nice if they didn't show up in this area since I use it to monitor reading lists I'm currently working on. If there is a way to configure this, so they don't show up, I haven't been able to find any documentation for it. (Most of the time I get pointed to Leganto and we don't use it)
28 votes -
Stop Change Due Date from overriding hold request
There's an issue we're having where changing the due date of a loan allows the current owner to extend their checkout time, even after a hold request has been placed. We have Alma configured so that it prevents a renewal from occuring, but change due date seems to ignore that function.
1 vote -
Generate item-level request for reading room materials
Currently, if there is one copy of an item in general stacks and another in a reading room location, assuming both are available, Alma will prioritize the stacks copy for requests and the request form will be based on the stacks request TOU. Some institutions use reading rooms for Special Collections materials, so the items may not be interchangeable and if a patron requests the reading room copy, we want the request to be specific to that item and the form to follow the reading room request TOU (limiting the pickup location).
Giving the items unique descriptions forces item-level requests,…
3 votes
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