1055 results found

1. Alma - direct / static link to rs resource sharing form

   We simply need a link to the rs form we can send via email or put in a web page. This link link should automatically ask for authentication.
   Right now this is possibile only using PDS authentication[1]. Which is however about to be discontinued by the end of the year. We switched to SAML and Alma based integration profiles in Primo, so we can have only the link to RS form as menu link in Primo, but we have no way to have a have a static / direct link.

   [1]
   https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/060Alma-Primo_Integration/040Configuring_the_Primo_Front_End_for_an_Alma_Data_Source/100Direct_Linking_to_the_Resource_Sharing_Request_Form

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

   The form is usable also in Primo VE, where it does not rely on PDS as a means of authentication.

2. Alma TPRS - allow direct delivery without showing borrower email address to the lending library.

   Currently the recommended config for TPRS ALMA delivery is to make the use of Alma RS Library email address as the recipient, and library staff then mediate, upload.

   i.e. UNCHECK "Supports ADD Address'.
   Partner > TPRS broker > Parameters > Alternative Delivery Address > Supports ADD Address (uncheck)

   This workflow requires library staff from the borrowing side to pick up the article from Library email, then upload the pdf back to the original Borrowing Request to the client (using Alma Letter with Amazon server controlled delivery -i.e. x number of downloads within x number of days).

   We would hope lending library can deliver an article directly to the borrowing library’s patron, without borrowing Library’s mediation.

   However tests shows that if "Supports ADD Address' is checked, patron's email from the borrowing side - is exposed to the lending library xml datasheet.

   We are hoping if this can be hidden from view (yet exists in fact), then the lending library can deliver an article directly to the borrowing library’s patron, without borrowing Library’s mediation, imitate the workflow of RapidILL. #08094193

   Currently the recommended config for TPRS ALMA delivery is to make the use of Alma RS Library email address as the recipient, and library staff then mediate, upload.

   i.e. UNCHECK "Supports ADD Address'.
   Partner > TPRS broker > Parameters > Alternative Delivery Address > Supports ADD Address (uncheck)

   This workflow requires library staff from the borrowing side to pick up the article from Library email, then upload the pdf back to the original Borrowing Request to the client (using Alma Letter with Amazon server controlled delivery -i.e. x number of downloads within x number of days).

   We would hope lending… more

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3. Alternative work order behavior - Usage should be departmental, not individual

   We would like an alternative to how work orders work now. We want the department (or “agent”) to initiate the request, rather than an individual using their own personal account. So that usage is calculated as “departmental” or work order, rather than the individual.

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   0 comments  ·  Fulfillment - Requests  ·  Edit…  ·  Delete…  ·  Admin →
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4. Ability to put Mailto links in electronic portfolios within a collection.

   We have vendors that have lots of individual titles that are associated with different products. We create electronic collections and add the portfolios. Users must email the provider to request an ID. While you can add a URL, you cannot add a mailto link in the general electronic service.

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   0 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
   Closed  ·  AdminLiza Voloshin (Product Owner, Alma Resource Management, Ex Libris) responded

   Hello all,

   This idea has been closed as part of a cleanup process for ideas older than a year 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 CERV process. We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team.

5. Out of Stock Orders - Rialto

   Out of Stock Orders (adding here as per response when posted on Rialto Idea Exchange by Clarivate staff)

   When a Rialto item is not currently in stock it doesn’t reflect on the Order (POL) and the status is Sent. Is there something that could be done so that the Rialto status reflects in Alma’s order status? Otherwise, these orders will continue to have the status ‘Sent’. Potential issue during FY close as these orders will encumber into the next FY. Great if it will be published and/or if only a few orders with this status however not so if not. Would also be great if the other statuses that currently don't map to the Alma POL would. See screenshots 2024 Sept Rialto Out of Stock & 2024 Sept POL Sent.

   This also impacts PrimoVE and end users. If a library catalogue shows on order items, the end user will see On Order with the past order date, unless it is manually removed from the POL's Expected Receipt field, a field which is autopopulated when the Rialto order placed in Alma. See screenshot 2024 Sept PrimoVE.

   Thank you for considering our request.

   Out of Stock Orders (adding here as per response when posted on Rialto Idea Exchange by Clarivate staff)

   When a Rialto item is not currently in stock it doesn’t reflect on the Order (POL) and the status is Sent. Is there something that could be done so that the Rialto status reflects in Alma’s order status? Otherwise, these orders will continue to have the status ‘Sent’. Potential issue during FY close as these orders will encumber into the next FY. Great if it will be published and/or if only a few orders with this status however not so if not.… more

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   0 comments  ·  Acquisition - PO & POLine  ·  Delete…  ·  Admin →
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6. Sort option required for Vendor Account in Vendor Details > Invoice tab

   When navigating to a Vendor record and clicking on the Invoice tab, it's immediately apparent that one can sort several columns in ascending/descending alphabetic or numeric order:

   • Invoice
   • Date
   • Creation From
   • Creation Date
   • Last Updated Date
   • # of Lines
   • Total Price

   The one column that seems to be missing the up/down arrows that would facilitate sorting is Vendor Account. Why is this?

   We'd like to request that sorting is applied to this column as well. Staff find it odd to have to download all invoices into a spreadsheet and then sort according to this criterion, but not have to do so for any other.

   When navigating to a Vendor record and clicking on the Invoice tab, it's immediately apparent that one can sort several columns in ascending/descending alphabetic or numeric order:

   • Invoice
   • Date
   • Creation From
   • Creation Date
   • Last Updated Date
   • # of Lines
   • Total Price

   The one column that seems to be missing the up/down arrows that would facilitate sorting is Vendor Account. Why is this?

   We'd like to request that sorting is applied to this column as well. Staff find it odd to have to download all invoices into a spreadsheet and then sort according to this criterion, but not have to do… more

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   0 comments  ·  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

7. Lost in Transit Items Alert

   I would love it if we could get an alert sent to the task list widget for staff in charge of fulfillment when an item has been in transit too long ("too long" as defined by the institution could be set somewhere in config settings). This would then alert the staff member to check shelves, and if not found on local shelves, contact the other institution to ask them to check theirs. If the staff member alerted wanted someone else to follow up on things, they could assign it to another user.

   Right now, staff must remember to check the "monitor requests & item processes" area of Alma, then limit to "in transit" to see what is oldest on the list, see whether that transit time looks reasonable/unreasonable, and then follow up locally and/or with the institution the item was sent from.

   Voyager used to have a "lost in transit" report that served a similar function that we could set to run on a regular basis, but having am automated task alert would be helpful is seeing potential lost in transit situations followed up on in a timely manner.

   I would love it if we could get an alert sent to the task list widget for staff in charge of fulfillment when an item has been in transit too long ("too long" as defined by the institution could be set somewhere in config settings). This would then alert the staff member to check shelves, and if not found on local shelves, contact the other institution to ask them to check theirs. If the staff member alerted wanted someone else to follow up on things, they could assign it to another user.

   Right now, staff must remember to check the… more

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8. Optional Campus Restriction on Personal Delivery

   PROBLEM:
   If an institution has multiple libraries and campuses and provides hand delivery of items to faculty offices, when a faculty patron requests personal delivery of an item from another library the item will be routed to the closest circ desk that support campus delivery, even if that circ desk is located miles away from the faculty patron's office.

   PROPOSED FUNCTIONALITY:
   As a fulfillment manager, I want to be able to configure Alma so that the personal delivery option can be restricted to the user's campus, so that items requested from another library will be routed to the circ desk that handles personal delivery for that patron.

   PROPOSED APPROACH:
   We are already using a TOU to limit which type of patrons can request personal delivery. In the existing TOU form, there is a drop down box to limit Pickup Location to patron's campus. Currently, this has no effect on where the item is sent in the scenario described. I recommend changing the logic so that selecting this option in the TOU form forces items requested for personal delivery to route to the main circ desk at the patron's campus. See image.

   BACKGROUND:

   I recently submitted support case 06855456 asking whether there is a way to support campus delivery on two different campuses. Here is part of the response:

   Personal delivery in Alma is partly determined by an algorithm. Once a third library is the holder of the item, the routing of it is beholden to the request algorithm, and it is built to find the shortest route to get the item to a desk that supports personal delivery. Because there's no Pickup Location, there's no way for the algorithm to accommodate for campus. To the algorithm, any desk that can deliver the item is good enough, so it will pick the closest.

   In order for the personal delivery algorithm to consider campus, the next step is to pursue this as an enhancement.

   PROBLEM:
   If an institution has multiple libraries and campuses and provides hand delivery of items to faculty offices, when a faculty patron requests personal delivery of an item from another library the item will be routed to the closest circ desk that support campus delivery, even if that circ desk is located miles away from the faculty patron's office.

   PROPOSED FUNCTIONALITY:
   As a fulfillment manager, I want to be able to configure Alma so that the personal delivery option can be restricted to the user's campus, so that items requested from another library will be routed to the… more

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   0 comments  ·  Fulfillment - Loans  ·  Delete…  ·  Admin →
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9. Borrowing receival - adjusting hold shelf letter

   Automatic update of letters sent after receipt of an ILL (Borrowing Requests > Receive), the FulPlaceOnHoldShelfLetter for all kinds of requests, when using (one of) the following two fields:
   - Entered request cost
   - Reading room only

   If these fields are filled in/checked, it would be ideal if the letter contains an extra sentence about costs and/or consultation options (no loan, reading room only). Now we have to send a separate mail about this.

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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

10. Add the translations of library name, location name and so on into Analytics

    For facilitating the Analytics Report with local language, request adding the translation of library name, location name and so on into Analytics. Current workaround, which is uploading external data into Data Visualization, cannot fit the situation which has the name changes quite often. According to the customer, 86THU changes these names very often.

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    0 comments  ·  Analytics  ·  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

11. Number of received items

    We would like in each POL a field with the number of received items next to the number of requested items, to know how many items are delayed.

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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

12. Enhance SUSHI admin job reports with additional details for troubleshooting purposes

    Are there plans for ExLibris to bulk up the details provided in the admin jobs reports for executed SUSHI requests? The admin reports currently lack any meaningful details that will help with re-formatting/ troubleshooting usage report errors. Manual usage report uploads that fail will list the errors and give the specific columns/ rows that were problematic but the admin job reports provides don't include this information. Instead you have to contact ExLibris Support with the relevant process ID number to get that information which is cumbersome and time-consuming.

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    0 comments  ·  Other  ·  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. hold renewals

    I believe that it would be more efficient to patrons if we did not allow renewals on items requested as a hold by other patrons

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    2 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

14. Batch modification of fulfillment unit service information

    We need to update some or all of our location fulfillment Unit of all of our library.
    Unfortunately, the Update Location API does not support bulk updates for multiple locations in a single request. Each API call is limited to a single location code.
    We'd like to be able to make batch changes to our libraries' reader service units.

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15. Alma - Standardize Cross-Field Validation Across Configuration Dialogs

    Request:
    Implement dynamic dependency handling within Alma "Add Row" dialog boxes to support Proactive Error Prevention.

    The interface should only present users with valid input field combinations, ensuring that logically impossible configurations cannot be constructed.

    While this request originated from a ticket regarding the Exclude Process Types from Publishing dialog, it identifies a broader need for platform-wide consistency in how Alma handles field relationships.

    Functional Gap:
    Currently, the "Exclude Process Types from Publishing" dialog treats [Process Type] and [In Process Type] as independent fields.

    • The Problem: Users can construct combinations that the system knows are invalid.

    • The Result: The user only discovers the error after attempting to save, leading to repetitive data entry and administrative frustration.

    • The Solution: The [In Process Type] field should be disabled or hidden unless [Process Type] is set to “In Process.”

    Case for Consistency:
    Development has noted that proactive validation in similar mapping tables (e.g., Exclude Libraries and Locations) was a specific implementation for Primo. However, from a user perspective, when dialog interactions vary unpredictably, it creates:

    • increased cognitive load on staff
    • slower task execution
    • training overhead
    • avoidable support tickets and escalation
    • reduced confidence in system predictability.

    Standardizing cross-field validation across the platform would align the Publishing workflow with other high-functioning Alma areas, such as:

    • Exclude Libraries and Locations from Available on Shelf Facet: Dropdown options change based on the selected Library.
    • Restricted Search Groups: Parameters change based on the selected Name.
    • Search Profiles: Scope fields appear/disappear based on Scope Type.
    • Opening Hours: Available fields shift dynamically based on Record Type.

    Validation should be applied consistently wherever field relationships exist across the platform.

    Request:
    Implement dynamic dependency handling within Alma "Add Row" dialog boxes to support Proactive Error Prevention.

    The interface should only present users with valid input field combinations, ensuring that logically impossible configurations cannot be constructed.

    While this request originated from a ticket regarding the Exclude Process Types from Publishing dialog, it identifies a broader need for platform-wide consistency in how Alma handles field relationships.

    Functional Gap:
    Currently, the "Exclude Process Types from Publishing" dialog treats [Process Type] and [In Process Type] as independent fields.

    • The Problem: Users can construct combinations that the system knows are invalid.

    • The Result: The… more

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16. Make Author available in Ful Fines\Fees Notification Letter

    "Author" is available in some other letters, like the Courtesy Letter, so it seems like it should be available in the Fines/Fees letter and anywhere the item title is available.

    "Title" is helpful, but often not distinctive, and often does not contain the author (in 245 $c) depending on cataloging practices.

    Initially reported via case 06662985; closed and redirected to enhancement request.

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17. Allow Dynamic Fields (e.g., Current Date) in the Subject Line of Email

    Hi Team,
    Currently, the Borrowing Activity Letter subject line is controlled entirely by a label provided by Alma, rather than through the XSL template. Because labels only support static text, it is not possible to use dynamic values—such as the current date—in the subject line.
    This creates a limitation for institutions that send periodic Borrowing Activity summaries. Many libraries want to include a date (e.g., "Your Borrowing Summary – March 10 2026") so that patrons can easily distinguish one report from another. However, because Alma does not evaluate XSL or variables in label-based subject fields, dynamic values cannot be used.
    Request:
    Please enhance the Alma Letters framework so that the Borrowing Activity Letter subject line can include dynamic fields, such as {current_date}, or allow the subject to be controlled via XSL (like other letters).

    Thanks,
    Henry

    Hi Team,
    Currently, the Borrowing Activity Letter subject line is controlled entirely by a label provided by Alma, rather than through the XSL template. Because labels only support static text, it is not possible to use dynamic values—such as the current date—in the subject line.
    This creates a limitation for institutions that send periodic Borrowing Activity summaries. Many libraries want to include a date (e.g., "Your Borrowing Summary – March 10 2026") so that patrons can easily distinguish one report from another. However, because Alma does not evaluate XSL or variables in label-based subject fields, dynamic values cannot be used.… more

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18. When a hold expires, have them display in the task list

    In the same way that requests show in the task list, it would be helpful that when the hold is expired that it will also show in the task list. People would see on their desktop if an item needs to be shelved or returned to a campus library, instead of remember to check the Expire Hold shelf.

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    1 comment  ·  Fulfillment - Requests  ·  Delete…  ·  Admin →
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19. agree to copyright terms

    Make the agree to copyright terms tick box mandatory when placing a manual resource sharing request.

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20. See user's Institution Id in drop down menu

    Our request concerns the display in the Patron Identification form
    Currently, when searching for a user in Scan Patron's ID or search for patron, a pop-up appears with the name, the group and the Primary identifier displayed for each user.
    We would like the user's Institution ID to be displayed as well.
    Alternatively we would like the admin can choose whether to display the primary identifier or institution id.

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    0 comments  ·  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