1016 results found

1. Run the job ‘Change Physical Items information’ with user role ‘Physical Inventory Operator’ at library level

   Background
   Currently, a user with ‘Physical Inventory Operator’ role at institutional level can perform physical inventory change by a batch job ‘Change Physical Items information’ in Alma. This applies to a set of any physical items owned by all libraries in an institution. A user with this role at library level has no way to run the job ‘Change Physical Items information’ in Alma as it is not on the job list.

   Request
   In an institution of a network of libraries, a branch library staff often updates information of a batch of physical items owned by branch library. The user role ‘Physical Inventory Operator’ role at institution level grants branch library staff to update information of physical items owned by all libraries in the institution. There is a risk that branch library staff with this role at institution level to apply the job ‘Change Physical Items information’ on a set of items owned by other branch library in Alma.
   
   Hence, I propose to enhance the user role ‘Physical Inventory Operator’ at library level in providing the job ‘Change Physical Items information’ for information update of physical items limited by user’s scope (i.e. branch library) only. For instance, a Head Office library staff with this role ‘Physical Inventory Operator’ at ‘Head Office library’ can run the job ‘Change Physical Items information’ only on the set of physical items owned by ‘Head Office library’ (user’s library scope).

   Background
   Currently, a user with ‘Physical Inventory Operator’ role at institutional level can perform physical inventory change by a batch job ‘Change Physical Items information’ in Alma. This applies to a set of any physical items owned by all libraries in an institution. A user with this role at library level has no way to run the job ‘Change Physical Items information’ in Alma as it is not on the job list.

   Request
   In an institution of a network of libraries, a branch library staff often updates information of a batch of physical items owned by branch library. The user… more

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   0 comments  ·  Resource Management - Physical  ·  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.

2. Add policy to prevent Booking requests over closed days

   On behalf of the Product management team we would like to understand the need and use cases of the following 'Planned' feature - any comment is welcome.
   Currently, Alma users and Primo patrons can create booking requests in Alma which span over several days, if user tries to book items on closed library days, and the time frame is under the max length policy - Alma will adjust the book start and end time, without checking if the resulting time-span is more than the max length.
   This means that patrons can create booking requests that span an entire period a library is closed for (for example, an entire weekend), and there is currently no workaround to make sure such requests are not created.

   Customer expects booking requests to be blocked when submitted for a day that the library is closed. When a patron submits via Primo/VE a booking request, or when a staff members submits via Alma, on a day that the library is closed, the start and end date are adjusted to the closing time of the last open day before the booking and the opening time of the first open day after the booking.

   Instead of the time being adjusted, they expect these requests to be blocked, or at least some pop-up should appear, since the patron specifically requested a certain day, without knowing the library was closed.

   The suggested solution is to Allow institutions to configure a new policy which will block Alma user/Primo/VE patron from booking over days when the library is closed.

   On behalf of the Product management team we would like to understand the need and use cases of the following 'Planned' feature - any comment is welcome.
   Currently, Alma users and Primo patrons can create booking requests in Alma which span over several days, if user tries to book items on closed library days, and the time frame is under the max length policy - Alma will adjust the book start and end time, without checking if the resulting time-span is more than the max length.
   This means that patrons can create booking requests that span an entire… more

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   0 comments  ·  Fulfillment - General  ·  Delete…  ·  Admin →
   Completed  ·  Dana Moshkovits responded

   New assertions are now available for the Closed Library Booking Management policy to allow institutions to prevent seats being booked for time periods when the library is closed.
   For more information please see Alma November Release Notes:
   https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes

3. Link Resolver API Plugins

   While this would be helpful across the board, specifically with ProQuest's ownership of ExLibris it seems a logical step to add a link resolver API to increase the efficacy of the services page.

   Specifically request a Proquest Link Resolver API Plugin that would allow Alma to do a pre-check to ProQuest to see if full text is available. If the pre-check API query returns 0 matches, then the Full Text Service would be suppressed and the user would see 'No Full Text' on the Services Page. This would address certain linking issues where the services page recognizes full text is available but is unable to resolve the linking b/c of content provider metadata mismatch.

   While this would be helpful across the board, specifically with ProQuest's ownership of ExLibris it seems a logical step to add a link resolver API to increase the efficacy of the services page.

   Specifically request a Proquest Link Resolver API Plugin that would allow Alma to do a pre-check to ProQuest to see if full text is available. If the pre-check API query returns 0 matches, then the Full Text Service would be suppressed and the user would see 'No Full Text' on the Services Page. This would address certain linking issues where the services page recognizes full text is… more

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   0 comments  ·  Link Resolver  ·  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. Add a parameter to turn off Borrowing Activity Letter when using renew selected or renew all

   Currently, the "Borrowing Activity Letter" is sent when a staff member renews items for a patron via Manage Patron Services.

   This letter is often superfluous and the behavior is not ideal for libraries with "separate _ patron _ notifications _ by _ library" set to true – it ends up sending a letter from each library where the patron borrowed material.

   If we had a parameter that could turn off sending it when renew selected or renew all is used, then we would turn it off and staff could elect to send it when they felt it was useful or when the patron requested it, via the More Actions menu.

   Currently, the "Borrowing Activity Letter" is sent when a staff member renews items for a patron via Manage Patron Services.

   This letter is often superfluous and the behavior is not ideal for libraries with "separate _ patron _ notifications _ by _ library" set to true – it ends up sending a letter from each library where the patron borrowed material.

   If we had a parameter that could turn off sending it when renew selected or renew all is used, then we would turn it off and staff could elect to send it when they felt it was useful or… more

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5. AFN Loans on library loans webhooks

   We manage home delivery requests. We need to print labels and generate a file of deliveries once a day with all loans.

   Alma did not provide a list of home delivery transactions the same day, you need to wait the next day to generate a Analytics report.

   We have developed a solution that makes a list using Loans Webhooks. Now we are using AFN (Automated Fulfillment Network) in our consortium and those transactions are not published on our Webhook, because books are from other institutions even though the loan was made in our system.
   In order to have all home delivery transactions we need all loans made in our institution normal loans or AFN loans.

   To sum up, we ask to have AFN loans in the loans webhooks. 

   We manage home delivery requests. We need to print labels and generate a file of deliveries once a day with all loans.

   Alma did not provide a list of home delivery transactions the same day, you need to wait the next day to generate a Analytics report.

   We have developed a solution that makes a list using Loans Webhooks. Now we are using AFN (Automated Fulfillment Network) in our consortium and those transactions are not published on our Webhook, because books are from other institutions even though the loan was made in our system.
   In order to have all home delivery transactions we need all loans… more

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   0 comments  ·  Webhooks  ·  Delete…  ·  Admin →
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6. Allow Personal Delivery to be fulfilled from any library circ desk

   Scenario: When an item belonging to another library that has an active home delivery request is returned or scanned in at another library's circulation desk, the item is put in transit to the owning library for the request to be fulfilled. The home delivery request should be fulfilled from any loans desk regardless of which library the item belong to.
   We are multi campus institution with libraries 100s of kms apart. We require the personal delivery requests to be fulfilled from any of our libraries, instead having to return the items to the owning library.
   A Salesforce was raised (SF 00524282) and ExLibris Product manager accepted that it does not seem very intuitive but they said Alma was designed this way to allow personal delivery to be done only by the owning library.

   We would like this to be improved so that we can serve our users better by providing items quicker.

   Scenario: When an item belonging to another library that has an active home delivery request is returned or scanned in at another library's circulation desk, the item is put in transit to the owning library for the request to be fulfilled. The home delivery request should be fulfilled from any loans desk regardless of which library the item belong to.
   We are multi campus institution with libraries 100s of kms apart. We require the personal delivery requests to be fulfilled from any of our libraries, instead having to return the items to the owning library.
   A Salesforce was raised… more

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   1 comment  ·  Fulfillment - Loans  ·  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

7. Tasks Widget: Show 'Assigned to me' consistently in ALL Task Lists

   In the Tasks on the homepage, 'Purchase Requests' ALWAYS show any tasks 'assigned to me' when I expand the curtain.

   'Reading Lists' NEVER shows any tasks 'assigned to me' when I expand the curtain. There are often Reading Lists assigned to me, so it would be helpful to just be able to see that like with Purchase Requests, rather than having to look in on all reading lists every day.

   Same with Borrowing Requests, and Lending Requests. 'Assigned to me' does not show, whereas Electronic Resources assigned to me do appear.

   This variability in the conditions for display of 'assigned to me' seems at odds with the purpose of the Tasks widget.

   In the Tasks on the homepage, 'Purchase Requests' ALWAYS show any tasks 'assigned to me' when I expand the curtain.

   'Reading Lists' NEVER shows any tasks 'assigned to me' when I expand the curtain. There are often Reading Lists assigned to me, so it would be helpful to just be able to see that like with Purchase Requests, rather than having to look in on all reading lists every day.

   Same with Borrowing Requests, and Lending Requests. 'Assigned to me' does not show, whereas Electronic Resources assigned to me do appear.

   This variability in the conditions… more

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
   Closed  ·  AdminUri Beladev (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 little few 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.

8. User API order response of identifiers

   When a response is received from the users API the identifiers aren't ordered.

   For example our library gates system requests a GET on the user API to retrieve an identifier, in our case <id_type desc="Additional ID 1">OTHERID1</id_type>. it can only read the first hit for this identifier

   I would like the response to order the values by status, with Active coming first.

   This would allow us to read the active value and ignore any subsequent Inactive values

   This is an example what is currently returned
   <user_identifiers>
   <user_identifier segment_type="Internal">
   <id_type desc="Additional ID 1">OTHERID1</id_type>
   <value>1234567890</value>
   <status>INACTIVE</status>
   </user_identifier>
   <user_identifier segment_type="External">
   <id_type desc="Barcode">BARCODE</id_type>
   <value>removed</value>
   <status>ACTIVE</status>
   </user_identifier>
   <user_identifier segment_type="External">
   <id_type desc="University ID">UNIVID</idtype>
   <value>removed</value>
   <status>ACTIVE</status>
   </user_identifier>
   <user_identifier segment_type="External">
   <id_type desc="Additional ID 1">OTHERID1</id_type>
   <value>0987654321</value>
   <status>ACTIVE</status>
   </user_identifier>
   </user_identifiers>

   This is how I would prefer it to be returned
   <user_identifiers>
   <user_identifier segment_type="Internal">
   <id_type desc="Additional ID 1">OTHERID1</id_type>
   <value>0987654321</value>
   <status>ACTIVE</status>
   </user_identifier>
   <user_identifier segment_type="External">
   <id_type desc="Barcode">BARCODE</id_type>
   <value>removed</value>
   <status>ACTIVE</status>
   </user_identifier>
   <user_identifier segment_type="External">
   <id_type desc="University ID">UNIVID</idtype>
   <value>removed</value>
   <status>ACTIVE</status>
   </user_identifier>
   <user_identifier segment_type="External">
   <id_type desc="Additional ID 1">OTHERID1</id_type>
   <value>1234567890</value>
   <status>INACTIVE</status>
   </user_identifier>
   </user_identifiers>

   When a response is received from the users API the identifiers aren't ordered.

   For example our library gates system requests a GET on the user API to retrieve an identifier, in our case <id_type desc="Additional ID 1">OTHERID1</id_type>. it can only read the first hit for this identifier

   I would like the response to order the values by status, with Active coming first.

   This would allow us to read the active value and ignore any subsequent Inactive values

   This is an example what is currently returned
   <user_identifiers>
   <user_identifier segment_type="Internal">
   <id_type desc="Additional ID 1">OTHERID1</id_type>
   <value>1234567890</value>
   <status>INACTIVE</status>
   </user_identifier>… more

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   0 comments  ·  APIs and Integrations  ·  Delete…  ·  Admin →
   Closed  ·  AdminUri Beladev (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 little few 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.

9. Alma Resource Sharing - identifying where chapter only (not book) is required

   We sometimes receive physical books where only chapters were requested via Resource Sharing as the chapter details requested by us as the Borrower do not appear in the Lenders view (even although they are also an Ex Libris client). This slows down turn around time and adds postage costs where only scans were required.

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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

10. allow auto-renewals for NCIP resource sharing borrowing requests

    According to the documentation, "Automatic renewal is possible only for ISO partners" you can check this in the following link:

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/060Resource_Sharing/010Basic_Resource_Sharing_Configurations#Configuring_Workflow_Profiles

    Auto-Renewal should be allowed for other resource sharing partner types.

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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

11. Allow for format de-duplicating in YBP Real Time Ordering

    When we were testing the Real-Time Integration between YBP and Alma, we found that if we own either the print or electronic format, but we receive a request for the other format, the order attaches to the existing bib, even if it is in the wrong format. In these cases, if the format is different, what should happen is that the system should create a new brief MMS record for the order's format. I've been told that adding additional matchpoints to prevent this would have to be an enhancement request. As YBP has told me that three other libraries also need this, I thought it might be helpful to bring up on the Idea Exchange.

    When we were testing the Real-Time Integration between YBP and Alma, we found that if we own either the print or electronic format, but we receive a request for the other format, the order attaches to the existing bib, even if it is in the wrong format. In these cases, if the format is different, what should happen is that the system should create a new brief MMS record for the order's format. I've been told that adding additional matchpoints to prevent this would have to be an enhancement request. As YBP has told me that three other libraries… more

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    Already Supported  ·  1 comment  ·  APIs and Integrations  ·  Delete…  ·  Admin →

12. Improve “Chat for Support” role to add product specific scoping or separate roles per product

    As more products are added and managed by the Alma HEP it becomes a concern that Ex Libris is not adding necessary granularity for roles. The “Chat for Support” role does not have any granularity for different products.
    For example, we would like for some of our senior acquisitions staff to have visibility and ability to open Chat sessions for minor title by title issues with Rialto, which we have recently implemented. But this is not possible, as the role gives visibility and ability to open Chat sessions for Alma also, which is not appropriate per our internal management of staff support and case handling.
    Fulfillment of this request would be ability to assign staff a role of Chat for Support, scoped to Rialto and then separately another role scoped to Primo VE, and then separately another role scoped to Alma etc. Or alternatively completely separate roles such as ‘Chat for Support – Rialto’, ‘Chat for Support – Alma’, etc.

    As more products are added and managed by the Alma HEP it becomes a concern that Ex Libris is not adding necessary granularity for roles. The “Chat for Support” role does not have any granularity for different products.
    For example, we would like for some of our senior acquisitions staff to have visibility and ability to open Chat sessions for minor title by title issues with Rialto, which we have recently implemented. But this is not possible, as the role gives visibility and ability to open Chat sessions for Alma also, which is not appropriate per our internal management of… more

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    0 comments  ·  User Management  ·  Edit…  ·  Delete…  ·  Admin →
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13. The Internal Identifier number automatically assigned to Borrowing Requests once they are sent to partner is long and cumbersome

    The number is quite long and my team is having difficulty managing it when looking up requests or spotting it on the in-tray. We've noticed that the first two letters and the final seven are always the same, with the unique identifying numbers in the middle. I'm not sure what the numbers mean, if the stable numbers identify our institution or similar, but could a couple dashes be added?

    i.e. 33-1008366-0002761 instead of 3310083660002761

    Either that or can the Internal Identifier search could be made into a fuzzy/variant search so my team could just search for the seven unique middle numbers?

    The number is quite long and my team is having difficulty managing it when looking up requests or spotting it on the in-tray. We've noticed that the first two letters and the final seven are always the same, with the unique identifying numbers in the middle. I'm not sure what the numbers mean, if the stable numbers identify our institution or similar, but could a couple dashes be added?

    i.e. 33-1008366-0002761 instead of 3310083660002761

    Either that or can the Internal Identifier search could be made into a fuzzy/variant search so my team could just search for the seven unique… more

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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

14. Auto-expand the UI preferences in the User menu

    Our staff often don't know about the 'UI preferences' personalization options to change the font size to better suit their needs, or to see the handy list of shortcuts directly within Alma (rather than having to go to the online help documentation). This is because it's hidden behind an unnecessary dropdown arrow.

    When I show it to staff, they exclaim happily to know that they have such options, but this is often quickly followed by a comment of regret that they weren't aware about this already for years.

    There's a significant amount of empty space available in the User menu panel, which extends the entire height of the screen.

    This request is to remove the dropdown arrow and show the 'UI preferences' options expanded by default, without the need for another click.

    See image attached.

    Note: Our Alma does not typically show the other options for internal users to 'Change Password' and 'Detach from social account' but I can't imagine that these would take up a great deal of space either.

    Our staff often don't know about the 'UI preferences' personalization options to change the font size to better suit their needs, or to see the handy list of shortcuts directly within Alma (rather than having to go to the online help documentation). This is because it's hidden behind an unnecessary dropdown arrow.

    When I show it to staff, they exclaim happily to know that they have such options, but this is often quickly followed by a comment of regret that they weren't aware about this already for years.

    There's a significant amount of empty space available in the User menu… more

    • 

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Closed  ·  AdminUri Beladev (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 very low 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.

15. Index 049 field.

    We tie the OCLC holding library in the 049 closely to our Alma holding locations. Searching the text in the 049 field as keyword is quicker than an advanced search. If the idea below to allow free text searching of all MARC fields and subfields is implemented it would cover this request.

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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

16. Removing temporary location on circ - sometimes only

    When assigning a temporary location, I would like to be able to specify a conditions to remove from the temporary location when it circulates.

    For example:

    If an item has a temporary location of: Course Reserves, then the existing system works great - there's a pull request generated at the Due Back date and we scan them in and restore the permanent location - and one would NOT was the temporary location changed if circulated.

    But when the temporary location is New Book Shelf, I would like to have that temporary location removed when the book goes on loan. (now that we have automated checkout, there is no way for staff to intercept and restore the book before it is on loan to a patron, and it's too easily to accidentally return the book if you try to modify it while on loan)

    So I don't want to remove the option to keep things as they are. But I would like to add a toggle to the scan in workflow to have the temporary settings removed when the item circulates.

    When assigning a temporary location, I would like to be able to specify a conditions to remove from the temporary location when it circulates.

    For example:

    If an item has a temporary location of: Course Reserves, then the existing system works great - there's a pull request generated at the Due Back date and we scan them in and restore the permanent location - and one would NOT was the temporary location changed if circulated.

    But when the temporary location is New Book Shelf, I would like to have that temporary location removed when the book goes on loan. (now… more

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    0 comments  ·  Fulfillment - Loans  ·  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

17. Add ability to prevent addition of identifiers to user accounts

    There is a privilege in several Alma roles of USER _ IDENTIFIER _ UPDATE. This specifically allows a user to edit an existing identifier, including deletion. There is no associated privilege to remove the visibility of the 'Add identifier' option. If the update privilege is removed in an attempt to prevent staff adjusting this key identifier information, this leads to the situation of staff still being able to add an identifier, but then they can't edit or delete what they just added, even in cases where they might have mistakenly entered it incorrectly. We should have the option to prevent staff from adding identifiers at all, as we manage this completely in upstream source systems for import into Alma, and we have issues with records not syncing properly and data drift. There should be a privilege added such as ADD _ USER _ IDENTIFIER, to all the roles which have USER _ IDENTIFIER _ UPDATE, which controls the visibility of the 'Add identifier' option in the Identifiers tab of a user account, which sites can then choose to remove as we need by request to Ex Libris Support.

    There is a privilege in several Alma roles of USER _ IDENTIFIER _ UPDATE. This specifically allows a user to edit an existing identifier, including deletion. There is no associated privilege to remove the visibility of the 'Add identifier' option. If the update privilege is removed in an attempt to prevent staff adjusting this key identifier information, this leads to the situation of staff still being able to add an identifier, but then they can't edit or delete what they just added, even in cases where they might have mistakenly entered it incorrectly. We should have the option to prevent… more

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    0 comments  ·  User Management  ·  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. Make "Automatically print slip" toggle available when scanning in Fulfillment Network items

    When we receive requested items from Fulfillment Network libraries via Scan In Items, the hold slip doesn't print because the "Automatically print slip" option disappears as soon as we select the "Item from another institution" checkbox. We would like the "Automatically print slip" toggle to remain available regardless of which institution's item we're scanning. The option was added to the Resource Sharing Receiving Items screen in 2017, and it seems logical (and necessary) in this situation as well.

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    0 comments  ·  Collaborative Networks  ·  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. POL cancelled

    Cancelled POL and Tag Suppressed (Title)
    On order items display to the public, the ordered item displays as "checked out" and the status is "On order until ...". However, when an order is cancelled for whatever reason, the display changes to "Check holdings" and a message regarding no physical resources... appears in the public display. This is rather disconcerting for the patrons - and staff.
    As a Catalog manager, I am queried about such displays and then suppress the bibliographic record from Discovery.
    I would like to request that when the POL status is changed to "cancelled" a message comes up asking the Acquisitions staff member setting the status whether the bibliographic record 'Set Management Tags > Suppress from Discovery' should be checked. Or allow the staff member to place the bib into a workflow to check for that purpose. It is not an easy task to find these bib records once the POL is cancelled and I generally end up sorting through a list of cancelled titles to find records without inventory, although in Analytics it is an option to select without inventory, I still get records with a cancelled POL and inventory. If the suppression is completed at the time of cancellation, it would solve this issue.

    Cancelled POL and Tag Suppressed (Title)
    On order items display to the public, the ordered item displays as "checked out" and the status is "On order until ...". However, when an order is cancelled for whatever reason, the display changes to "Check holdings" and a message regarding no physical resources... appears in the public display. This is rather disconcerting for the patrons - and staff.
    As a Catalog manager, I am queried about such displays and then suppress the bibliographic record from Discovery.
    I would like to request that when the POL status is changed to "cancelled" a message comes… more

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    0 comments  ·  Acquisitions - General  ·  Delete…  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    October Release

20. Pop-up message for activating / deactivating the patron’s identifier using the slider

    To activating or deactivating the patron’s identifier, it can be done by toggling the slider to “blue color” (i.e. ON) or “gray color” (i.e. OFF) under the tab ‘Identifier’ of the patron account in Alma. The attachment shows the screen capture. Once, the slider is toggled, the identifier will be activated or deactivated immediately. The “Cancel” button on top right-hand corner (“red rectangle”) has no effect to turn it back to the old value after toggling the slider.

    The patron’s identifier is an essential part of the login credentials for user authentication in Primo. After login, patron can manage the loans, renewals, requested items, bookmarked titles, and search history in his/her library account. In case of any unintentionally or accidentally toggle of the slider will deactivate or activate the patron’s identifier without instant notification, it makes the login credential invalid or valid and so an active patron cannot login or an inactive patron can login Primo. It would be better to have a pop-up message to notify library staff to pay extra attention to either confirm the slider toggle for the change or revoke it. It would be very helpful to avoid the similar login incident occurred in the future.

    In this regard, we kindly request considering this suggestion to enhance the security of patron account in Alma and Primo, and let library staff be always aware about the essential effect from the change of patron’s login credential. Thank You!

    To activating or deactivating the patron’s identifier, it can be done by toggling the slider to “blue color” (i.e. ON) or “gray color” (i.e. OFF) under the tab ‘Identifier’ of the patron account in Alma. The attachment shows the screen capture. Once, the slider is toggled, the identifier will be activated or deactivated immediately. The “Cancel” button on top right-hand corner (“red rectangle”) has no effect to turn it back to the old value after toggling the slider.

    The patron’s identifier is an essential part of the login credentials for user authentication in Primo. After login, patron can manage the… more

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    0 comments  ·  User Management  ·  Edit…  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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