Alma
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1693 results found
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Enable automated floating collections by allowing 'reshelve without transit' rules to update temporary library and location
Enable automated floating collections by allowing 'reshelve without transit' rules to update temporary library and location values
Currently, implementing floating collections between libraries requires manual intervention to set or update the temporary library and location values.
I would like to see functionality added to the 'reshelve without transit' rules definition, to allow the setting of a temporary library and location, in addition to preventing the transit of the item.
42 votes -
Add Additional Fields to the Create Purchase Request Form
We have access services library staff who create purchase requests for items to place on reserve as well as requests from students and faculty. It would be very helpful to Acquisitions staff to have a few additional fields/enhancements on the Create Purchase Request form:
Add a Receiving Note to the form - we add reserve information to the receiving note so that the staff member receiving the item sees that the item is for reserves. Checking the notes tab is an extra step and the note could easily be missed.
Requester field. The requester automatically becomes an interested user, but the default is to notify upon receipt. Add a radio button to allow staff placing the order to notify upon receipt or hold the item. We want to notify users once the item has been cataloged, not upon receipt. Placing the item on hold achieves this.
In the notes field allow for live links for urls. Requesters often add the url of the website where the item can be purchased. If the url were a live link our staff could easily link out to website to make sure we have the correct information for the item (author title, pub year, etc.)
We have access services library staff who create purchase requests for items to place on reserve as well as requests from students and faculty. It would be very helpful to Acquisitions staff to have a few additional fields/enhancements on the Create Purchase Request form:
Add a Receiving Note to the form - we add reserve information to the receiving note so that the staff member receiving the item sees that the item is for reserves. Checking the notes tab is an extra step and the note could easily be missed.
Requester field. The requester automatically becomes…
33 votes -
Allow institutions to export and import all configurations from Alma
Ex Libris has the new policy of forcing a refresh of the sandbox for all customers on the premium sandbox twice a year. This presents a significant challenge for institutions that use the sandbox actively, because it means that before every refresh, we have to go through the largely manual process of exporting all configurations out of the sandbox so we can keep record of them. Then if we want to recreate the old configurations, we have to do this manually.
Ex Libris offers no way to export or import these configurations in bulk. This policy change reduces the value of the premium sandbox for customers who were already using it with the old policy, when we could request refreshes when we wanted. We would like Ex Libris to make it possible to export all configurations in bulk, and then reimport these configurations after the refresh. Ideally these would be exportable in bulk, and then you could pick and choose which configurations to reimport.
Ex Libris has the new policy of forcing a refresh of the sandbox for all customers on the premium sandbox twice a year. This presents a significant challenge for institutions that use the sandbox actively, because it means that before every refresh, we have to go through the largely manual process of exporting all configurations out of the sandbox so we can keep record of them. Then if we want to recreate the old configurations, we have to do this manually.
Ex Libris offers no way to export or import these configurations in bulk. This policy change reduces the value…
33 votes -
Anonymize loans for a single patron and allow him to do it himself from his account
We need to have an option in the patron services page to allow our staff to anonymize a patron’s inactive loans, if he ask to. We would like also that the patron could do it himself from his Primo account. This option should exist at the institution zone level and every institution could choose if activate it or not.
The Alma anonymization job allow us to set a retention period for a specific set of libraries or user groups to anonymize inactive loans.
The needs of our single patrons are very different from one another, and the retention period that we have chosen follows the requirements established by our national Data Privacy policy (6 months). This period may be too long for some of our patrons that are concerned with their data privacy. If a patron ask to delete his loans history today, the only option that we have is to delete his account and to create a new one.We need to have an option in the patron services page to allow our staff to anonymize a patron’s inactive loans, if he ask to. We would like also that the patron could do it himself from his Primo account. This option should exist at the institution zone level and every institution could choose if activate it or not.
The Alma anonymization job allow us to set a retention period for a specific set of libraries or user groups to anonymize inactive loans.
The needs of our single patrons are very different from one another, and the retention period that…30 votes -
Electronic Material Types - Need for more options.
Unlike the Physical Item Material Types, Electronic Material Types are limited because they are hardcoded. However, the list that is provided by Ex Libris does not give us enough granularity. For instance, at our institution, we have senior theses that are deposited into our institutional repository. However, when you create the portfolio and select the Electronic Material Type there is no option for either “Bachelor’s Thesis” or a generic “Thesis”. Instead, they only provide “Dissertation” or “Master Thesis” there is no option for a Bachelor’s of Senior project. Therefore, we are forced to select Book which is inaccurate.
This would help patrons who are specifically looking for Senior projects or Senior Theses in the catalog locate them. When patrons see “book” they might simply look over. Also, by either adding a generic Theses option or allowing more options for the Electronic Material Type will allow catalogers to accurately record information and, thus, making their catalogs accurate.
Electronic Material Types should have more flexibility similar to the Physical Material Type. Institutions should be able to add to the list based on the needs of that institution’s collection. Or there should be a free-text box beside the already hardcoded Electronic Material Type for catalogers/library staff to be able to correctly identify the material type for a particular resource. Too, by adding more options, catalogers/Library staff can accurately run reports on Electronic Material Types and this can aid in clean-up projects, etc.
With that in mind, I’m asking Ex Libris to consider adding more Electronic Material Types such as “Bachelor’s Thesis” or “Thesis” and consider the idea of allowing more granularity or not having them hardcoded.
Unlike the Physical Item Material Types, Electronic Material Types are limited because they are hardcoded. However, the list that is provided by Ex Libris does not give us enough granularity. For instance, at our institution, we have senior theses that are deposited into our institutional repository. However, when you create the portfolio and select the Electronic Material Type there is no option for either “Bachelor’s Thesis” or a generic “Thesis”. Instead, they only provide “Dissertation” or “Master Thesis” there is no option for a Bachelor’s of Senior project. Therefore, we are forced to select Book which is inaccurate.
This would…
143 votes -
Setting a pickup location for interested users
It would be nice to set the pickup location as you do with requests. Currently the item goes to the "owning library" and the pickup is set there. We have Faculty that prefer different libraries for pickup so if a book is purchased but we allocated it to a Science Library but the faculty goes to a different library we can't set the pickup for that item.
96 votes -
Ability to View Fines/Fees Transactions History from Fines/Fees Section of Patron Account
Currently the Fines/Fees tab of a patron's account shows current or historical fines and fees, and the user has to click on each individual fine to see whether it was paid, waived, etc. It would be helpful to have a Fines/Fees Transactions History in the patron account, where a user could easily view the history of all payments and waives performed on the account by date.
32 votes -
Fines and Fees report Excel output is dumb
Okay, in what universe does having the Fines and Fees report output the money amounts as text make any sense?
It just adds extra steps if you want to work with it - first convert that text back into numbers, then format it as currency.
It should be exported that way to begin with.
157 votes -
Relay that job report gives real time
We have more than one jobs that start at certain time and ran for long time (more than 10 hours) but reports the job ran only for about 3 hours.
You can see SFC #00795696 for example.
My idea is to get the real times it took a job to run from start till end19 votes -
Fines and Fees - Overdue fines for item not to exceed cost of overdue item
The maximum fine parameter in Alma only offers a choice between no maximum fine or a specific dollar amount that applies to everything. Would like an additional parameter to limit overdue fines for an item from exceeding cost of overdue item.
32 votes -
Don't Require Clicking 'Done' to Trigger Loan Receipt Notices
Currently, staff need to click done after checking out items to a patron to trigger loan receipts. This is an unnecessary step and should be eliminated. Instead, trigger receipts when an item is checked out, much like how returned item notices are triggered.
31 votes -
Seperate the price and currency in Item's inventory price
The field Inventory price field in physical item contains price and currency while Alma copies price from POL to item.Please seperate the currency into anohter field and make sure the price field is numeric. In this way, the Inventory price field can be counted directly.
39 votes -
Adding User Type field
It will be great if the User Type field could appear once you click to see the requester details in a borrowing request in Resource Sharing and in Fulfillment once you click to see who holds a loaned book (Screenshots attached).
36 votes -
Add suppress functionality to context menu in list of holdings
When a staff member is looking at a list of holdings for a physical title, the right-click context menu / actions (ellipsis) menu should include a function to suppress holding.
It's inefficient to have to enter the MDE to complete this action. It's inefficient to have to run a job for just a few holdings at a time.
34 votes -
Add location creation modification details to Alma config and Events SA in analytics
Staff should be able to see who and when locations were created and/or modified in both the Alma config interface and in the Events Subject Area.
13 votes -
Prioritising Digitisation requests over hold requests for processing
Is it possible to have digitisation requests automatically prioritised to the top of a request queue over the physical item requests. Currently all physical item and digitisation requests go by the date they are placed by the patron. We find that patrons are waiting months sometimes just to get a copy of a chapter, where as if all digitisations were automatically at the top of the list they could all be processed and then items loaned to patrons.
67 votes -
All items loan and hold requests history - in citation view.
The new information available in the 'Other details' tab of items is great, can we also have this information made available in the citation view 'More Info' tab please?
17 votes -
Column and/or filter for Privacy in Manage Sets
In Manage Sets it would be really helpful if there was a column to show if a set was Private or Not, and a filter for Privacy (Yes/No).
This would help when I'm trying to delete from "My Sets" or All Sets" tab. To make sure I don't break someone's business process I need to go into each set to check the privacy before I delete a set.
15 votes -
Move general email feature outside of the User's form
The General Email function is currently located inside the form for updating general information in the user record.
If there are any problems with missing mandatory data in the form then the email cannot be used at all.
Since it is unrelated to user general information I would suggest that the Send Message function should be located outside of the user data area perhaps up near the buttons "Toggle Account Type", "Open for Update". (See screenshot)
Additionally, the general mail could perhaps be added to the letters that can be sent from "Manage Patron Services"I would also support greater flexibility with the general email letter - https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32546578-make-the-general-mail-feature-more-customizable
Yes we do have a use case for mandatory fields for manual registration, but empty fields in some records coming from SIS load.
The General Email function is currently located inside the form for updating general information in the user record.
If there are any problems with missing mandatory data in the form then the email cannot be used at all.
Since it is unrelated to user general information I would suggest that the Send Message function should be located outside of the user data area perhaps up near the buttons "Toggle Account Type", "Open for Update". (See screenshot)
Additionally, the general mail could perhaps be added to the letters that can be sent from "Manage Patron Services"I would also support greater…
19 votes -
Use preferred email from Partner record for shipping digital Lending Requests
Often the Requester Email in a Lending Request is not the email that we can ship a digital item to (or sometimes the Requester Email is empty). Instead, the email address we use is from the preferred email address in the Partner record. We would like configuration to be made available so institutions could choose to use the preferred email address from the Partner record in Alma when shipping digitally instead of the Requester Email address that comes with the Lending Request.
35 votes
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