Alma
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1710 results found
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Do not create activation task if portfolios are activated on import and do move POL into waiting for invoice status
When using GOBI API for e-book ordering and loading local stand alone MARC records, we don't want the activation task to be created because the portfolios are already activated on import, and the activation task is hampering the order from moving to Waiting for Invoice.
We want to be able to configure a Do not create electronic activation task setting in Update inventory import profile type
Yes40 votes -
Alma Withdrawal Option
Our library needs the Withdraw function in Alma. We request a Deposit when we lend particularly valuable items. After the reader returns the book, the Deposit should be refunded. And this option is not available in Alma. There is a Pay option, but there is no Withdraw/Refund function, and we would like to be able to settle all financial matters in Alma (and not use external fiscal programs / cash registers).
157 votes -
Add a request cancellation code & reason in the Request webhook
The current Request webhook doesn't seem to include the Request Cancellation reason. Currently it just says:
'event' => {
'desc' => 'Request canceled',
'value' => 'REQUEST_CANCELED'
},The comment field refers to the request, but not the cancellation reason here:
'userrequest' => {
'requesttime' => '2022-05-11T23:42:26.191Z',
'managedbycirculationdeskcode' => 'EASTCIRC',
'mmsid' => '993815723607636',
'taskname' => 'Rejected',
'author' => 'Ferguson, J.',
'itemid' => '2365452260007636',
'issue' => '',
'pickuplocationlibrary' => 'ABC',
'dateofpublication' => '',
'managedbylibrary' => 'State Library',
'requesttype' => 'HOLD',
'requestid' => '1419991190007636',
'pickup…3 votes -
Allow the rollover of a set of POLs or the results of an Alma Analytics query
It would be nice to be able to roll just a set of of orders, not individual POLs, or specific types of POLs. In our case, we have two libraries that prefer to have their orders rolled over on encumbrance, and the remainder on expenditure plus an FPC factor. We tried doing this this year by separately rolling the specific library's ledger and then associated POLs, but it took days. I think the issue is that it is trying and failing to roll every other active POL, and then just failing on those that do not yet have active funds.…
3 votes -
Option to change default management tag publishing for bibs
When creating or importing new bib records from an external source (especially OCLC), the bib's default management tag in the MDE is set to "Publish Bib" for publishing under "Export to WorldCat". However, "Publishing Holdings Only" is useful for the purposes of publishing our library's Local Holdings Records (LHRs), and other libraries may not want to publish bibs or holdings by default at all. The option to choose between one of these three publishing defaults would benefit libraries who would otherwise need to either regularly update batches of records or manually edit each one as they're created.
129 votes -
Filtering a report based on a user set
Right now if you want to filter a report on a user set...
- Run a search in Alma and save to a set
- Export the list, using Excel.
- Manipulate the needed field (e.g. of barcodes), to be stored in one row, with semicolon separating them (e.g. 365704-340;365704-350).
- Copy this list as a row to be used as a filter in Analytics
I would like Alma smart enough, when I click on filter to simply supply the user set I created.
5 votes -
Generate PIN as an option in the Update/Notify user job.
Please add "generate PIN" as an option in the "Update/Notify user job".
6 votes -
Prevent placing different request types on the same item
Currently in Alma there is no cross check and no way to prevent a patron from placing both a Physical Item Request and the Digitization Request on a single item. The Ex Libris expectation is that requests will be reconciled through the request queues. However this adds additional time to the request process as it requires contacting the requester to confirm which type of request they need. I encountered the lack of a preventive configuration created a concrete clash as it came to our attention when a patron placed both types of requests on an item. This impacted 3 locations…
1 vote -
Extend or allow one to be able to extend the time it takes to time-out when on the Manage Patron Services screen.
Please extend or allow one to customise their own time-out settings for the Manage Patron Services screen.
Gets on my nerves when I'm in the middle of composing an email to a Patron about their loans and I have to keep bringing up their account because it goes back to the search screen.
I need more time if I'm dealing with: fines, loan history, and making notes on an account, whilst trying to communicate what I'm doing.
3 votes -
Add portolios from CZ Updates Task List to associated collection in bulk
The Community Zone Updates Task List displays portfolios that were added to a non auto-active collection. But you can only handle these portfolios one by one. It would be helpful to select the desired portfolios and to add them in bulk to the associated collection.
The planned solution from ExLibris to manage collections as auto-active collections is not wanted because not all portfolios that are automatically activated are interesting to the library (e. g. when the library has a specific book stock and does not provide its readers with all scientific disciplines).1 vote -
Customize the Register/Update User (Quick User Management) screen/window
Watching a Primo demo complete with a discussion on how the view was customized, made me wonder if certain areas in Fulfillment could be customized. Is it possible to customized/configure the Register/Update User (Quick User Management) screen/window depending upon the role of the user? For instance a Circulation Assistant or Student Assistant would see only a limited number of fields (of course all the mandatory ones) whereas an Admin would see all the fields?
2 votes -
1 vote
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Automatically disable a loan rule
During the holidays, we set up exceptional loan rules for a specific period (e.g. summer holidays).
But these rules must be deactivated manually, at a given date, in order to return to the normal rules used during the academic period.
It would be very interesting if these rules could be deactivated automatically by Alma, by entering, for example, an expiry date.
34 votes -
Transit Time Rules for Work Order Departments
We have work order departments in a central location providing services to multiple libraries across our state. When the department has completed their task and is ready to send the item to the distant library, Alma sets the delivery date to 24 hours when the transit time between libraries could take 72 hours. This confuses patrons who believe the item is available when it is in transit.
The Transit Time Rule set between libraries are not configured to include Work Order Departments and only the library level is available for configuration. We would like the Transit Time Rules to include…
5 votes -
Copyright Work Percentage Rule
It should be possible to apply the Copyright Work Percentage Rule for:
1. Patron Digitization Requests
2. RS Borrowing requestsAnd not just for:
1. Staff Digitization Requests
2. Library Physical Digitization Requests15 votes -
Fulfillment Proxy Should Receive On Hold Shelf notifications for AFN items
We have found:
---While Fulfillment Proxy users can request both local and AFN items on behalf of the Proxy Sponsor,
---And Fulfillment Proxy and Proxy Sponsor users receive On Hold Shelf notifications for local items,
---Only the Proxy Sponsor receives On Hold Shelf notification emails for AFN items. The Fulfillment Proxy does NOT also receive the letter for AFN items on hold.We would like Alma to send an On Hold Shelf notification to the Fulfillment Proxy patron for items requested through the AFN by a Fulfillment Proxy. This will mirror functionality for requests placed for local items by a…
25 votes -
When printing a shipping slip, you should always have the option of selecting "quick print" in case the receipt printer isn't functional.
"Quick print" allows you to print the slip from a regular printer, but this option isn't always available. I've been typing the information the borrowing library will need in a Word document and sending that along with the book. It's impossible to generate a barcode this way, of course.
1 vote -
After running a update user job to apply a block I want all users with loans, fines or overdue books to be reported
After running an update user job to apply a general block (in this case a graduating) block) I need to see which users still have loans, fines, lost or overdue books
1 vote -
Allow API update action of License in POLine record
Currently, License field in POLine record cannot be updated via Acquisition API. There are no effective way to link up POLine record and License record without manual update one by one. The field were mentioned in the restpoline.xsd as
"The license code. Relevant for electronic orders only, and is not supported for PUT. "
1 vote -
Make the "License ID" visible in Alma
My team was trying to investigate ways to make sets for a project regarding our licenses and thought using the License ID would be great, but it's frustrating since we can't even see what the License ID actually is unless you find it in an Analytics report and search for it. In Analytics, you can add a column to show the "License ID", but are unable to view that in Alma. I think if it's viewable in Analytics and it's also a searchable field in Alma, it would make sense to make it an option to view in Alma as…
2 votes
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