Alma
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1693 results found
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Ampersand symbol (&) in Repository search
It's found that the repository searches using the ampersand (&) symbol and the word 'and' produce different results. Our request is to make the ampersand symbol and the word ‘and’ interchangeable when Alma does repository searches.
SF case # 00646924
66 votes -
Link to next higher level when Alma can't match to article or chapter
When Alma cannot successfully link to an article because of no exact match is found, it would be helpful for Alma to use alternative metadata, such as the page number, to target. It would also be useful to users to be taken to the next higher level of the publication, e.g., the journal issue page. If there is uncertainty about the issue, then users should be taken to the journal page.
This problem frequently arises for short pieces and book reviews. For example, some journals publish book reviews in a section entitled, "Book Reviews", rather than as separate articles. In such cases, Alma's link resolver returns an error and no useful information for the user.When Alma cannot successfully link to an article because of no exact match is found, it would be helpful for Alma to use alternative metadata, such as the page number, to target. It would also be useful to users to be taken to the next higher level of the publication, e.g., the journal issue page. If there is uncertainty about the issue, then users should be taken to the journal page.
This problem frequently arises for short pieces and book reviews. For example, some journals publish book reviews in a section entitled, "Book Reviews", rather than as separate articles. In…44 votes -
Allow part payments to be sent from Alma to WPM for online payments
Allow a user to choose the sum they wish to pay when making an online payment via WPM. At the moment it is only possible to pay the total fine/fees owed, no option is given to enter and pay a lesser amount.
While WPM will accept whatever amount is sent from Alma, and Alma will handle whatever payment is sent from WPM back to Alma (closing fees as possible, and partially closing fees if the paid amount does not exactly match the owed amount), Alma can only send WPM one payment element with the total amount the user owes (as confirmed in https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/040Fulfillment/090WPM_Education_E-Payment_System )
Users should be given the option to enter an amount they wish to pay, this is then the amount sent to WPM for processing the payment.
Note we are users of Summon over Alma, so any change to work with Summon as well as Primo.
Allow a user to choose the sum they wish to pay when making an online payment via WPM. At the moment it is only possible to pay the total fine/fees owed, no option is given to enter and pay a lesser amount.
While WPM will accept whatever amount is sent from Alma, and Alma will handle whatever payment is sent from WPM back to Alma (closing fees as possible, and partially closing fees if the paid amount does not exactly match the owed amount), Alma can only send WPM one payment element with the total amount the user owes (as…
55 votes -
Better management of serial prediction when publication frequency changes
Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.
It would save a lot of time if Alma could change the description (number, date, …) only for the items that are impacted by a new publication during the year. We would just have to fill the « Next prediction item’s information » with the new frequency.
This enhancement would save a lot of time to catalogers.Sometimes providers change a journal’s publication frequency throughout the year. So, the prediction’s pattern selected / elaborated at the beginning of the year doesn’t work anymore in Alma. One part of predictions (date of receipt) will be ok until the change but all other predicted items will be false. Now, we can revise the prediction during the year but we must erase the items already received. We can also leave the prediction defined at the beginning of the year and edit manually the false items from the time of the prediction change.
It would save a lot of time if…
421 votesThank you for the suggested idea.
After reading it carefully, I understand that the main pain point here is the removal/fix of items already received.
To be more specific, the description of already received items should be updated to reflect the new pattern.
- Is this understanding correct?
- How often such change happens?
- Can you please add examples of the existing description and the needed update?
- Can the 'Update items using Excel load' CloudApp be utilized for fixing the description? see https://developers.exlibrisgroup.com/appcenter/item-updater-by-excel/
Thanks for the collaboration,
Tamar Fuches
Alma product
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Booking, transit and preview time
We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.
The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).
• The transit time between the AV-library and Kjeller is set to 48 hours.
• The preview time on the equipment booking is set to one hour.Use case:
When scanning an item due for pick-up at Kjeller within the next 48 hours, Alma insists you reshelf the item at the AV-library. Alma keeps on insisting you reshelf the item, until one hour before the booking time, alas until you are within the set preview time. Then, and only then, the item goes into transit to Kjeller, and the workflow is as expected. This of course, results in the equipment being too late for pick up at the Kjeller library.If we change the preview time to 48 hours to accommodate the transit to Kjeller, the correct workflow kicks in at the expected time and the equipment goes into transit. Unfortunately, this affects the preview time for all the AV-items, regardless of pick up location. One apparent downside being patrons are blocked from checking out booked items, 48 hours prior to the booking time.
Our present work-around is to keep an eye on “Monitor Requests and Item Processes”, in order to sort out the equipment booked for pick up at the Kjeller library. Checking out the item as loaned for the patron before shipping it to Kjeller. The obvious downside, not being able to track the item in process, use scan in item … etc.
Suggested solution:
We would like to be able to make an exception to the preview time for bookings in the Fulfillment Unit based on pick up location: IF pick-up location=Kjeller THEN Preview period=48 hours.We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.
The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).
• The transit time between the AV-library and Kjeller is set to 48 hours.
• The preview time on the equipment booking is set to one hour.Use case:
When scanning an item due for pick-up at Kjeller within the next 48…106 votes -
49 votes
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“In Review” requests sorted by creation date
In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.
It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
Another possibility would be that the librarian could select the type of ordering of the requests.24 votes -
Implement auto holdings for IEEE
Implement auto holdings (autoholding, auto load, autoload) for IEEE, as is already available for ProQuest, Elsevier, Ovid, and Springer.
130 votes -
Copy subscription date range
When adding an invoice line for a POL which has subscription date it would be useful if there was an option to copy the POL Subscription dates to the ‘Subscription Dates Range’ in the invoice line rather than having to enter it. Especially if there are multiple invoice lines it would speed up entering the data and avoid errors.
59 votes -
Display perpetual coverage dates where no other coverage provided
We now have the ability to log current access dates and perpetual access dates on a portfolio. However there is no way to display the perpetual access dates in Alma or Primo unless looking at the coverage tab of the portfolio.
It would be good if there was an option to use the perpetual coverage dates as our display dates either by having an additional option for the local, global, local and global section, or just displaying those dates if local only is selected and there is nothing in the local section.
We have titles that we had current and perpetual coverage for , now publication has ceased and we only have access to our perpetual coverage. For this to display in Alma and Primo we have to update the local coverage dates to match our perpetual coverage dates.
We now have the ability to log current access dates and perpetual access dates on a portfolio. However there is no way to display the perpetual access dates in Alma or Primo unless looking at the coverage tab of the portfolio.
It would be good if there was an option to use the perpetual coverage dates as our display dates either by having an additional option for the local, global, local and global section, or just displaying those dates if local only is selected and there is nothing in the local section.
We have titles that we had current and…
107 votes -
Refine search and Search external resources function
When using the "Search external resources" function under profiles including several external catalogs, we can only use refine search link on the first tab.
It would be great if the refine search link was on all tabs rather than on the fisrt tab only.
72 votes -
Using load portfolios in a collection to update POL link
We currently use the Load Portfolios tool in the Electronic service to update portfolio information. We have found this won't update the PO Line information in the Acquisition tab of the Portfolio. It is included in the data in an extended export of portfolio information, but does any changes/additions made to this field in the spreadsheet are not reflected in Alma when it is loaded.
We would like to be able to add/change this information using the Load portfolios tool.
A recent example of where this would be useful was a number of portfolios were incorrectly deleted from a collection. The portfolio and POL data was able to be extracted from Sandbox, but the POL data did not load into Alma and then had to be entered manually for each portfolio with an individual POL.
We currently use the Load Portfolios tool in the Electronic service to update portfolio information. We have found this won't update the PO Line information in the Acquisition tab of the Portfolio. It is included in the data in an extended export of portfolio information, but does any changes/additions made to this field in the spreadsheet are not reflected in Alma when it is loaded.
We would like to be able to add/change this information using the Load portfolios tool.
A recent example of where this would be useful was a number of portfolios were incorrectly deleted from a collection.…
45 votes -
Expand ONIX-PL import to all default values in Alma.
For ONIX-PL to actually save time, more variables has to be supported.
We suggest that all default fields in Alma, and language for Text and Data mining are included in the import file.98 votes -
Hold active until (collection) date
currently the time a requested book is held for a borrower does not show unless you go into the Active holds lists. It would be helpful if this was shown when the book is checked in and on the notice that automatically goes to the printer (which we put in the book until the book is collected)
14 votes -
Portfolio Bulk Load file limit too small
The file limit of 10MB is too small. If we're using the Bulk Load, it means we're dealing with very large amounts of portfolios. Having to split those files is cumbersome.
12 votes -
Add scheduled job which Recalculates Rota Assignment on Resource Sharing Borrowing Requests in Locate Failed Status
We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota unfilled, and puts it into a status of Locate Failed. Currently, there is no job to automate the process of Recalculating the Rota Assignment for requests in any Status, let alone the Locate Failed status, so we are manually passing these requests back through the Rota by manually selecting Recalculate Rota Assignment for each one. We would like to perform this automated Recalculate Rota Assignment job daily for a set amount of time or until an entered "date not needed by" gets near (monitored manually), at which point we can help the patron acquire the item via others means at our own discretion. This setup will help our requests reach available partners more quickly and allow an automated way of re-checking Partners for requested items that become available again.
We are trying to configure a more automated workflow for Resource Sharing in our consortium. We recently reconfigured our Resource Sharing settings. Our Partners' Locate Profiles were all changed from not checking availability (so we had time to manually manage queues) to "Check for availability" so that items will pass instantly through the Rota if an item is not available at a partner. Then each of the Resource Sharing Libraries modified their Library Details from cancelling requests on locate failure to not cancelling requests on locate failure, which keeps the request Active after it passes through the Rota…
86 votes -
Electronic Resource Activation Task List: do not revert to "Assigned to Me" tab after deleting a task
When you're working in the "Unassigned" tab of the Electronic Resource Activation Task List, it always reverts to the "Assigned to Me" tab after you delete a task. I want it to stay in the "Unassigned" tab.
21 votes -
Bulk Work Order Functions
A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.
This would also allow you to remove work orders in bulk.
This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.
This function would, of course, need to inform the user when an item cannot have a work order placed on it, such as when it has another request on it or it is not in place.
A function that allows you to scan multiple item barcodes to create a specific type of work order on all items you scan.
This would also allow you to remove work orders in bulk.
This is a function we very much need; on Monday I had to create 140 work orders for one of our Resource Sharing services, and this took nearly an hour and a half to do. This is not feasible for us in the long term, and we very much need a rapid function for this process.
This function would, of course, need to inform the user…
28 votes -
Suppress Items from discovery for a particular physical location but keep Holding statement
We feel that it would be useful to be able to suppress items from discovery from a particular Physical location but still display the holdings information.
This would be extremely useful for our Journals collections, whereby we receive individual items but only want to display the holdings statement to the end user.42 votes -
"Fulfilment Configuration Utility"- include specific loan date for closed days
When setting up the Closed Library Due Date Management for short loan items, it would be useful to be able to test it in the Fulfilment Configuration Utility by specifying the loan date and time rather than the only option being 'if the item was borrowed now'.
For example, in order to test the rule for our 24 hour loans when taking the weekend closed days into consideration, this can only be done on a Friday, which can mean having to wait 5 days to test the parameter.
If it were possible to select Friday 08:00 as the loan date and time, it could be tested at any time on any day.
When setting up the Closed Library Due Date Management for short loan items, it would be useful to be able to test it in the Fulfilment Configuration Utility by specifying the loan date and time rather than the only option being 'if the item was borrowed now'.
For example, in order to test the rule for our 24 hour loans when taking the weekend closed days into consideration, this can only be done on a Friday, which can mean having to wait 5 days to test the parameter.
If it were possible to select Friday 08:00 as the loan date…
50 votes
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