Alma
Your feedback matters to us. Help us improve Alma by telling us what you’d like to see using the message areas below. You can also can support something already posted.
We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
For more information please review our FAQ and guidelines. Thank you.
- or
No existing idea results
- ~ No ideas found ~
1751 results found
-
In the fulfilment section, enable quick transfer of an item from one patron to another
In many cases, two patrons arrive at the fulfilment desk and one patron asks to return an item and transfer it to the other patron. Currently, the item has to be returned, then the other patron's ID or name are entered and the patron receives the item. In order to speed up the process, I suggest adding a "Transfer to..." function. Once an item is returned and a transfer is needed, clicking on "transfer to" would enable immediate input of the other patron's details and save time.
1 vote -
allow testing of Alma letters by specifying parameters rather than having to create the correct situation to trigger the letter
Currently you need to create the 'real' situation in Alma in order to trigger a letter to send. E.g. in the case of making changes to the overdue and lost loan notification letter like sending a message every 2nd day, testing this in the sandbox means you need to setup a test scenario, then make sure you run the correct job every day to see what Alma will be doing. Instead, it would be great if there was a test dialogue that would allow you to specify letter specific relevant parameters, eg. in the above example which user, which items, when the due dates would have been, etc.
Currently you need to create the 'real' situation in Alma in order to trigger a letter to send. E.g. in the case of making changes to the overdue and lost loan notification letter like sending a message every 2nd day, testing this in the sandbox means you need to setup a test scenario, then make sure you run the correct job every day to see what Alma will be doing. Instead, it would be great if there was a test dialogue that would allow you to specify letter specific relevant parameters, eg. in the above example which user, which items,…
2 votes -
License terms
We have multiple licenses for various databases from the same vendor - each with with different licensing terms. We would like to be able have separate License Terms pages for these individual databases under a single vendor in ALMA
2 votes -
Add "Electronic Collection Content Type" to Alma Analytics
In Alma, you're able to filter and view electronic collections by "Electronic Collection Content Type" (i.e. Book Package, Journal Package, etc.) -- However, this isn't a column or field available in Analytics.
It would be great if it could be included so we could create reports on electronic collections based on how the content is defined for that collection.4 votes -
Prioritize requests by location or fulfillment unit
When a user submits a request at the title level in Primo VE there should be a way to prioritize certain items in a holding by location or fulfilment unit. For example, if a book has copies available in a circulating location, but there are also copies available in a non-circulating collection that is managed by a Reading Room desk, the circulating item should always get priority.
19 votes -
Pages option for digitization requests
Creating a partial Patron digitization request allows you to define two "from: / to:" page intervals. Sometimes, articles are spread across more intervals, but with no space for this information, that data is lost.
We would like to see a simple text field: "Pages:" to be used in situations as this. This already exists in Lending requests and should also be available for digitization requests.9 votes -
Resource Sharing - Add Create Set Functionality from Rapido to New Resource Sharing UI
Rapido includes a create set feature described here: https://knowledge.exlibrisgroup.com/Media_Repository/Rapido_Product_Documentation/Workflows/01_Rapido_Sets#Creating_Sets. With the new Resource Sharing UI, it would be great if this functionality could be made available to Alma users who do not have Rapido.
7 votes -
Purge User Records – Add field to prevent purge of users with active requests.
In addition to Number of days, user record, user group, and waive threshold, an institution should have the option:
Do not purge if there is active request(s)43 votes -
Provide a configuration to limit by material type to a specific pick-up location
For institutions with multiple libraries where only one library may have A/V viewers or microform readers it would be helpful for that institution to limit the pick-up location by material type to the library that has the necessary equipment for onsite use.
This would eliminate confusion and time delay when a user makes a request to pick up a material type at a location where they cannot use it onsite.5 votes -
Restrict circulation of reading list items to students in a course
Hello,
In Alma, our library would like to add students to a course, and then have circulation of the reading list for that course restricted to the students in that course.In other words, students who are not linked to a course would be unable to checkout items from the reading list for that course.
Ideally, this would be an option when creating or editing a course.
Thank you.
3 votes -
Standing orders - Quantitly for pricing should be "1" by default and the "Update Net Price according to item quantity" should be unchecked
This idea was opened by Ex Libris to see how the community supports it.
For standing orders - Quantitly for pricing should be "1" by default and the "Update Net Price according to item quantity" should not be selected by default (unchecked))
"The 'Update Net Price according to item quantity' is really useful in a lot of cases, but when creating a Standing Order (which doesn't create inventory), the Quantity for Pricing = 0 and this box needs to be unchecked in order to be able to add a List Price and Fund. the idea is for this box to be unchecked and the default Quantity for Pricing to be 1 in this scenario.
See attachech screenshot for the desired default setting.
This idea was opened by Ex Libris to see how the community supports it.
For standing orders - Quantitly for pricing should be "1" by default and the "Update Net Price according to item quantity" should not be selected by default (unchecked))
"The 'Update Net Price according to item quantity' is really useful in a lot of cases, but when creating a Standing Order (which doesn't create inventory), the Quantity for Pricing = 0 and this box needs to be unchecked in order to be able to add a List Price and Fund. the idea is for this box to…
1 vote -
The option for Fulfillment AND Internal notes to pop up during Check in/out
When scanning an item into the Scan In Items screen, both Fulfillment and Internal Notes pop up. However, when scanning items into the Circulation screens (Manage Patron Services & Return Items), only Fulfillment notes pop up.
We would like the option for Fulfillment AND Internal Notes to pop up for staff while using the Circulation screens at the desk. There tends to be important information in both fields that they should be aware of while checking items in and out.
3 votes -
From my assigned purchase requests, allow selection of multiple requests to be assigned to someone. Doing it line by line is cumbersome.
From my Assigned Purchase Requests, allow assigning multiple requests at once to someone else. Going in line by line is cumbersome.
4 votes -
Alma Analytics: Usage Data Subject Area
In Alma Design Analytics, add "Fund Ledger" to the folders in the "Usage Data" Subject Area. Collections staff want to be able to look up titles they have ordered out of their "Fund Ledger Codes" and see how much they have been used, especially TotalItemRequests. The decimal-point breakdowns of usage in the "Cost Usage" folder in the "E-Inventory" Subject Area are too confusing/convoluted, and only use UniqueTitle/ItemRequests.
6 votes -
Allow Request Notes to be edited even with complex Fulfilment Rules
We introduced Fulfillment Rules to check if there are any "Process Types" assigned to an item and make them unrequestable. For example if an item is MISSING, REQUESTED, LOST, LOANED, etc.
This allows an item without a process type to be requested fine. Unfortunately, the moment you try to edit the Request Note and update the request, it ends up rechecking the Fulfillment rules and oddly cancels the request.
We were hoping we can use the edit Request Note process to mark items when our library officers have done 1st/2nd/3rd shelf searching of items before they become officially marked as missing from the shelf.
Instead, we're marking the physical slips with notes instead of doing all these in Alma, which somewhat defeats the purpose of centralized inventory management.
We introduced Fulfillment Rules to check if there are any "Process Types" assigned to an item and make them unrequestable. For example if an item is MISSING, REQUESTED, LOST, LOANED, etc.
This allows an item without a process type to be requested fine. Unfortunately, the moment you try to edit the Request Note and update the request, it ends up rechecking the Fulfillment rules and oddly cancels the request.
We were hoping we can use the edit Request Note process to mark items when our library officers have done 1st/2nd/3rd shelf searching of items…
3 votes -
If POline is cancelled, want to reduce the price from PO
If POline is cancelled, want to reduce the price from PO, or can this be configured per library?
1 vote -
Show when a MMS record is Suppressed on the Electronic Collection search results
When using the Electronic Collection search, the results list does not show whether the MMS record is suppressed. This Idea is to suggest that the suppressed icon is displayed on the Electronic Collection search results when the MMS record is suppressed from discovery.
This is important if the Electronic Collection has CDI results - if the MMS record is suppressed from discovery, so too are all of the CDI results. So, when trouble-shooting why CDI records are not displaying as expected, it would be helpful to see the suppressed icon on the Electronic Collection search results page rather than having to search again by MMS ID to see this.
When using the Electronic Collection search, the results list does not show whether the MMS record is suppressed. This Idea is to suggest that the suppressed icon is displayed on the Electronic Collection search results when the MMS record is suppressed from discovery.
This is important if the Electronic Collection has CDI results - if the MMS record is suppressed from discovery, so too are all of the CDI results. So, when trouble-shooting why CDI records are not displaying as expected, it would be helpful to see the suppressed icon on the Electronic Collection search results page rather than having…
3 votes -
Visibility of display logic rules at the Alma collection level
It would be very helpful to flag activated Alma collections when they are concerned by display logic rules.
At the moment, there is no indication and activation changes may have some impact on the discovery and fulfillment level. It would be very useful for electronic operators to be directly alerted (for example with an icon) and it could prevent collection deletions or other mistakes made due to lack of knowledge.
17 votes -
Ability to add historical purchases and/or backdate orders
Would like the ability to add our historical orders into Alma for record-keeping and the ability to pull in that info into analytics. We have instances of perpetual access titles/collections that we purchased prior to onboarding to Alma, but no way to include that info on the vendor's page in Alma b/c we can't add that historical info, but that restricts our ability to use those vendors in comparison to others or perform cost analysis on them either.
5 votes -
Resource Sharing Partner: Contact Information and Parameters tab (multiple e-mail addresses)
In the Alma documentation it is noted that the Contact tab of a Resource Sharing Partner is currently not functional:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/005Managing_Resource_Sharing_Partners/010Resource_Sharing_Partners
"In the Contact Information tab, add address, phone number, and email information for the resource sharing partner (for informational purposes only; information for sending the resource sharing request is entered in the Parameters tab – see the following step). For instructions, see Adding User Contact Information."The options (Email types) on the tab correspond to those of an Acquisition supplier (on the Vendor level and the Account level), but have not yet been implemented functional for Resource Sharing Partners. However, there is a great need for it.
We have several Partners with different e-mail addresses for e.g. ordering and claiming or sending queries.
So we would be glad, to have the full functionality for all Email types (Order, Claim, Payment, Queries, Returns) on the Contact tab as it is already the fact for Vendors (Acquistion).Currently for all ILL letters Alma used the e-mail address from the Parameters tab only.
An also on this tab an enhancement is needed. It would be fine if you could define two e-mail addresses:
- one for Lending Requests
- and the other for Borrowing Requests
because some Partners use diffent e-mail addresses for Lending and Borrowing requests and this enhancement would prevent unnecessary e-mail forwarding to the Partner libraries.Thank you in advance!
In the Alma documentation it is noted that the Contact tab of a Resource Sharing Partner is currently not functional:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/005Managing_Resource_Sharing_Partners/010Resource_Sharing_Partners
"In the Contact Information tab, add address, phone number, and email information for the resource sharing partner (for informational purposes only; information for sending the resource sharing request is entered in the Parameters tab – see the following step). For instructions, see Adding User Contact Information."The options (Email types) on the tab correspond to those of an Acquisition supplier (on the Vendor level and the Account level), but have not yet been implemented functional for Resource Sharing Partners.…
30 votes
.jpg){kind=link}
.jpg){kind=link}
.jpg){kind=link}
- Don't see your idea?