Alma
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1690 results found
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Decouple temporary item policy and temporary location
Sometimes we have to set a temporary item policy for items that stay in their permanent location. This requires setting "Item is in a temporary location" = yes and setting the temporary location to the permanent location for the temporary item policy to apply. We would like the ability to set the temporary item policy without needing to set a temporary location.
Furthermore, no warning message is given when "Item is in a temporary location" = no and a temporary item policy is selected. This can lead to confusion because the temporary item policy is not emptied after the setting is saved.
Sometimes we have to set a temporary item policy for items that stay in their permanent location. This requires setting "Item is in a temporary location" = yes and setting the temporary location to the permanent location for the temporary item policy to apply. We would like the ability to set the temporary item policy without needing to set a temporary location.
Furthermore, no warning message is given when "Item is in a temporary location" = no and a temporary item policy is selected. This can lead to confusion because the temporary item policy is not emptied after the setting…
11 votes -
Improve the Update Inventory Import Profile so that it can add standalone portfolios to electronic collection
When using the GOBI API to create e-book orders, we've chosen to not match to CZ collections, and prefer to use vendor provided marc records loaded via an update inventory import profile. The GOBI API creates standalone portfolios when PO lines are created. The Update inventory import profile lacks the ability to update standalone portfolios with electronic collection information.
If the Inventory tab > electronic resource mapping > portfolio type is set to part of an electronic collection, but the inventory in Alma is standalone, the import job will update the bib record but not the portfolio and yield the error " portfolios skipped (profile not allowing)". To update the portfolios, the electronic resource mapping > portfolio type has to be "standalone". We then have to move the portfolios to their correct local electronic collections via jobs after the import job has run.
The update inventory import profile would be greatly improved if it could update/move standalone portfolios to designated electronic collections. The match point in an update inventory import profile is the PO line, and the bib record is updated when the import profile runs, it should also be able to update/assign an electronic collection to inventory.
When using the GOBI API to create e-book orders, we've chosen to not match to CZ collections, and prefer to use vendor provided marc records loaded via an update inventory import profile. The GOBI API creates standalone portfolios when PO lines are created. The Update inventory import profile lacks the ability to update standalone portfolios with electronic collection information.
If the Inventory tab > electronic resource mapping > portfolio type is set to part of an electronic collection, but the inventory in Alma is standalone, the import job will update the bib record but not the portfolio and yield the…
6 votes -
Allow cost per use reports for TR reports, not just TR_B1 and TR_J1
We would like the ability to create cost per use reports based on the Cost Usage Measure TR, not just TRB1 and TRJ1 reports.
4 votes -
Allow BOTH Analytics widgets and Data Visualisation workbooks on Alma homepage
I currently have a DV workbook on my Alma homepage. I recently wanted to add an Analytics Widget but was unable to.
I opened a case with ExLibris and was advised that it is not possible to have BOTH DV and a widget on your homepage and they suggested raising it as an ideas exchange.So I propose that it would be useful to be able to have BOTH Alma Analytics Widgets and DV Workbooks available to view together/at the same time on the Alma Homepage.
1 vote -
Implement e-invoicing compliant with EN 16931
Add the possibility for alma to process electronic invoices that are compliant with European norm EN 16931. The EDIFACT standard will only be accepted until the end of 2027.
4 votes -
Multiple Logical Sets Attached to Logical Collections in Collection Discovery
I would like to be able to create a Logical Collection in Collection Discovery that combines the results of at least two different logical sets.
CASE EXAMPLE: I have been asked to create "New Book" collections for multiple departments that include both print books and ebooks. For the print books, the fields I need to query on are only available the creation of a Physical Titles search set. For the ebooks, the fields I need to query on are only in an Electronic Titles search set. Since I cannot merge the results into a single logical set, that means I need to create two different "New Book" collections for each department.
I would like to be able to create a Logical Collection in Collection Discovery that combines the results of at least two different logical sets.
CASE EXAMPLE: I have been asked to create "New Book" collections for multiple departments that include both print books and ebooks. For the print books, the fields I need to query on are only available the creation of a Physical Titles search set. For the ebooks, the fields I need to query on are only in an Electronic Titles search set. Since I cannot merge the results into a single logical set, that means I…
1 vote -
Community-Managed electronic collections: Add several portfolios to one title
In Community-Managed electronic collections, it is not possible to contribute a second portfolio to the same title that is pointing to a different URL. Use case: Both URLs are valid, both contain copies (in part) of the journal. It would be nice, if the contribution only gets blocked, if the URL of the newly contributed portfolio is identical to the existing one.
34 votes -
extended export to single file rather than multiple files for large collections
We would like to be able to run an extended export for large local collections that have more than 50,000 portfolios and receive a single file, rather than having to spend time manually pasting them together in excel to actually use them. the arbitrary limit serves us no purpose and adds steps to our workflow. we have very limited tools to manage local collections and this is something that has bothered our staff for years.
6 votes -
All NZ cataloger activities must be collected in Alma Analytics
The Cataloger activity report in Alma Analytics displays only partial activity when catalogers work in the Network Zone. For example, it may display a delete action but omit record modifications, leading to incomplete tracking of cataloger actions. It is included in Known Issues (https://support.proquest.com/s/known-issues/knowledge-detail?recordId=kA2QO0000000jZp0AI) with status "No Further Action".
160 votes -
Make Existing Record Primary When Merging via Search Resources
When merging records through Alma’s Search Resources, make the existing Alma record the Primary and the incoming external record the Secondary.
Currently, when bringing in external records, Import and Integration Profiles treat the existing Alma record as Primary, but Search Resources makes the external record Primary. This inconsistency forces libraries to maintain two opposing sets of merge rules, depending on how the record enters Alma.
Making the Alma record Primary in Search Resources would align the behavior with other workflows. This could be configurable or at least opt-in so libraries can adjust their merge rule settings in the External Search Resources configuration to coincide with the change.
Benefits:
Simplifies workflows by allowing a single set of merge rules.
Reduces user confusion, since rule descriptions will match consistently across scenarios.
Provides consistency in the Metadata Editor, where the record on the left will always be the Primary.When merging records through Alma’s Search Resources, make the existing Alma record the Primary and the incoming external record the Secondary.
Currently, when bringing in external records, Import and Integration Profiles treat the existing Alma record as Primary, but Search Resources makes the external record Primary. This inconsistency forces libraries to maintain two opposing sets of merge rules, depending on how the record enters Alma.
Making the Alma record Primary in Search Resources would align the behavior with other workflows. This could be configurable or at least opt-in so libraries can adjust their merge rule settings in the External Search…
8 votes -
Please add more "View only" roles to Alma
Alma already offers some "View only" roles:
- Fund-Ledger Viewer
- License Viewer
- Course Reserves Viewer
but there is still a need for more.Please add the following:
- Invoice Viewer
- Purchasing Viewer
- Physical Inventory ViewerThanks!
107 votes -
Sort "Manage sets" by modification date
It would be nice to be able to sort "Manage Sets" by when the set was modified. The current options only allow sorting by name and creation date, which can make it frustrating to find frequently used sets that aren't at either end of the alphabet and aren't super old or super new, especially when you have many sets. Sorting by modification date would provide an easy way to access the sets you are recently working on.
4 votes -
Display personal metadata editor history of opened/edited records
Currently in Alma's All Titles search you can see a list of records you have previous looked at, but it would be helpful in the metadata editor if you had a list of records that you have opened recently. Even a list of 5-10 would helpful.
7 votes -
In "Create request" for a patron, is it possible to add the item barcode as an option for searching?
1 vote -
Zeros after the decimal point disappear in the price in order line items
The problem occurs when editing an order line item where the price contains zero or two zeros after the decimal point (e.g., 31.90, 37.00, 24.80). The price was entered correctly in the Acquisition Department in the format with a decimal point and two characters following it.
When the copy was edited in the target library to add the missing data, the following message appeared during saving:
Confirmation Message - Please note the following: The value in the "inventory price" field does not match the defined structure. Are you sure ypu want to perform this action?The system automatically “cut” the zero or both zeros (i.e., to the format 31.9, 37, or 24.8), and only after re-editing the price was it possible to correctly save the changes made to the copy.
Would it be possible to make a correction so that the zeros after the decimal point do not disappear from the price?
The problem occurs when editing an order line item where the price contains zero or two zeros after the decimal point (e.g., 31.90, 37.00, 24.80). The price was entered correctly in the Acquisition Department in the format with a decimal point and two characters following it.
When the copy was edited in the target library to add the missing data, the following message appeared during saving:
Confirmation Message - Please note the following: The value in the "inventory price" field does not match the defined structure. Are you sure ypu want to perform this action?The system automatically “cut” the…
136 votes -
Add the option to edit or delete recorded responses for trials
It is not possible to edit or delete a recorded response for trials. In some cases, customers would like to test surveys before making them public to ensure everything is working properly and then delete the test responses.
It is needed to add a functionality that allows to remove individual answers.0 votes -
Intercept pickup location from ALMA and display different name in Primo
In Primo, the pickup location dropdown list currently displays our library name. This value comes directly from the Alma library name configuration.
Please create a function to intercept this value and display it instead as “Library Circulation Desk.”
4 votes -
Report a Problem Letter to include a user_email variable in emailFrom so that our ticketing system can auto-assign issues to user
The Report a Problem Letter already has a variable that used in the emailSubject label called category_name.
We'd like a user_email variable in the Report a Problem Letter that can be used in the emailFrom label
If we can insert the user email into the from field we can send the email to our ticketing system which will assign it to our user in the system automatically saving staff time.
2 votes -
Customize search indexes for any Holdings field and subfield
The current Holdings indexes skip several valid fields, such as the 347 and 562 fields. The ability to index these fields (especially the 562 field) would help find records with local information that is only recorded in the holdings record.
Additionally, the ability to index any field and subfield combination would allow libraries to use custom subfields within a valid, relevant field (e.g., a 541$g for a non-public Gift Of note).
3 votes -
Acquisitions: Add the possibility to contact the vendor when manually closing a POL
We need a way to discontinue a standing order before completion and to inform the vendor about it via email directly from Alma.
"Cancel" does have the possibility to inform the vendor about the cancellation. However, by cancelling a POL, Alma is designed to completely undo the order by detaching already received items from the order and cancelling active requests on these items (this caused us huge trouble in the past, so we can’t use it).
"Close" is currently lacking the possibility to contact the vendor via email directly from Alma.
So we suggest that an option to contact the vendor via email, similar to the existing option of “Cancel”, is added to “Close”.We need a way to discontinue a standing order before completion and to inform the vendor about it via email directly from Alma.
"Cancel" does have the possibility to inform the vendor about the cancellation. However, by cancelling a POL, Alma is designed to completely undo the order by detaching already received items from the order and cancelling active requests on these items (this caused us huge trouble in the past, so we can’t use it).
"Close" is currently lacking the possibility to contact the vendor via email directly from Alma.
So we suggest that an option to contact the…35 votes
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