Alma Enhancement Requests
Enhancement requests are added features or functionality requiring Duke developer time to complete.
Process for Enhancement Requests
Request is added to the form below
LSIS reviews list and assigns a Product Owner on a regular basis
Product Owner contacts Requestor to get more information, if needed
Product Owner brings details to LSP Steering Group for prioritization
Product Owner works with agile team to develop enhancement
# | Functional area | Enhancement Idea | Requestor | Submission Date | Review Date and Comments |
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1 | Catalog request system | Hide the fines section on the My Accounts page if the patron has no fine transactions | @Andrea Loigman | Jun 24, 2024 |
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2 | Catalog request system | Display the total debit/credit on top of page if patron owes library money or has credit amount | @Andrea Loigman | Jun 24, 2024 |
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4 | Catalog request system | Incorporate Scan and Deliver functionality for Rubenstein - e.g., allow a request scan for Rubenstein that goes into their scanning workflows | @Jennifer Baker | Jun 24, 2024 |
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5 | Catalog request system | Improve handling of analyzed set records in CRS when they appear | @Erin Nettifee | Jun 24, 2024 |
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6 | Catalog request system | Integrate “Patron card will expire soon” messaging into CRS | @Erin Nettifee | Jun 24, 2024 |
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7 | Catalog request system | Limit pickup location to owning sublibrary in cases where that is part of the requesting rules | @Andrea Loigman | Jun 24, 2024 |
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9 | Orders
| Migrate Aleph Order/Subscription Log Notes to Alma Orders. Already documented as a sub-project of the Alma Integration Project. Update via PO line API. Must complete before Aleph goes away since it’s easier to view in Aleph than in the DSC. User story for this has been drafted and is on the DST Kanban board waiting for developer availability to start work. | @Julie Brannon | Oct 17, 2023 |
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10 | Orders IN PROGRESS | Update orders that were migrated from Aleph to add order reporting codes, if possible.
Update 8/13/24: Virginia Martin is coordinating these updates using Alma sets/jobs to make these updates. Consultating with DUL Monograph Acquisitions and RL about specific mapping from Aleph values using this spreadsheet. | @Julie Brannon | May 1, 2024 | VM: I have completed this work for ongoing orders (about 60,000). There are over a million one-time orders, so it may be impractical to add Reporting Code 1 to these using sets and jobs. I’ll see how long it takes the jobs to run to create the sets and add the reporting codes on these larger sets and update on feasibility of doing this within Alma using sets and jobs. |
11 | E-resource inventory | Migrate notes on tracked resources in 360 to Alma - we track owning library in a 360 note and that data didn’t migrate to Alma. Could update via PO line API. Note: Check in with the ERM Imp Team to prioritize this given the complexity of this task. | @Julie Brannon | Apr 24, 2024 |
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12 | Orders | Update the PO line owner of migrated open electronic order records from each of the Perkins sublibraries to the new ‘DULERESOURCES’ library, if possible. Investigate whether this is possible to update using the Alma job “Update PO Lines Information - Advanced” which allows updates to PO line owner on a set of orders. Not high priority, developer resources may not be needed. | @Julie Brannon | May 15, 2024 |
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13 | Vendors
IN PROGRESS | Change procurement and credit card vendors to remove “material supplier” checkbox since invoices for those vendors should be restricted to credit card payment method. Requires query of Aleph Z70 note field for text “Procurement Vendor”, “Internal,” or “Credit Card Vendor” since that’s how those vendors are categorized in Aleph. Count: 2397 active vendors. Julie provided a list of vendors to Bill Verner. He plans to work with Penny Brown to update these manually rather than risk making updates using the Vendor API. | @Julie Brannon | May 29, 2024 |
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14 | Link Resolver | A blog post on the Alma Developer network shared info about another institution has setup link resolver redirect and Virginia Martin suggests we consider looking into this since it could help reduce work for staff in the future if we change resolvers. See https://developers.exlibrisgroup.com/blog/Alma-link-resolver-set-it-and-forget-it/ | @Julie Brannon for @Virginia Martin | May 23, 2024 |
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15 | TRLN Discovery | Assess the approach to record numbers in TRLN (preserving Aleph numbers in URLs - URLs for Discovery Systems and Requesting ) to bring consistency to URL structure | MADS | Jun 26, 2024 |
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17 | Orders IN PROGRESS | Run job to update PO Line status of the Z16 subscription orders (or delete) that we wanted to prevent from migrating (list of records here). See Chana’s recommendations on Basecamp thread. Higher priority - can be done via Alma sets/jobs? Bethany offered to work on this | @Julie Brannon | Jul 2, 2024 | VM: I was able to delete the vast majority of these erroneous PO Lines and close the others> I would consider this work done. |
18 | Link Resolver | Want to offer the option of a pre-filled ILL form in the Alma Link Resolver if an electronic resource is not available. | @Megan Von Isenburg | Aug 15, 2024 |
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19 | Smith pick-up for Library Staff | We want to offer desk delivery for library staff located at Smith Warehouse. There is a possibility of using patron delivery configuration, but that would require Ex Libris to add needed functionality. | LSP SG | Aug 28, 2024 |
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20 | Integrate ILLiad with Alma IN PROGRESS | Use one or more available ILLiad plugins and configure ILLiad as a resource sharing partner in Alma to enable more centralized resource sharing | Michael Edwards | Jul 1, 2024 |
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21 | Notice enhancement - add netid to hold slip | Having the netID on the holds slip would help staff when converting unfound holds to ILL requests. | Michael Edwards | Aug 28, 2024 |
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22 | Automatically load the patron preferred name from identity management | OIT allows patrons to input a preferred first name if different from their legal first name. We’d like to load that preferred first name into Alma so it can be used on notices. | CAST | Sep 18, 2024 |
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23 | ILL/Discovery | Move 360Link use of special MCL PubMed link to Summon. Due by 5/31/2025 | Jacquie Samples | Sep 24, 2024 |
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24 | Users | Investigate automating functionality to review users from the weekly full patron load that were rejected by Alma, to better handle users going from an internal to an external role | Erin Nettifee | Feb 14, 2025 | There is functionality with the /conf jobs API that lets you retrieve event details, and the details for the user synchronization job is the list of user identifiers that were rejected and why. |
26 | Metadata Management | Integration of Alma and Archivesspace | Meghan Lyon | Mar 26, 2025 | This has been a persistent need identified with FOLIO and again with Alma, but we have not done any requirements work. - Erin |
27 | Discovery | Evaluate a possible integration with Scholars@Duke | Erin Nettifee | Mar 26, 2025 | This was identified as part of FOLIO work, noting here for completion. |
28 | Discovery and Courses | Evaluate a possible integration with Warpwire | Erin Nettifee | Mar 26, 2025 | This was identified as part of FOLIO work, noting here for completion. |
29 | Fulfillment | Evaluate potential Books by Mail service and Alma integration needs | Erin Nettifee | Mar 26, 2025 | This was identified as part of FOLIO work, noting here for completion. |
30 | Electronic Resources | Evaluate a possible integration with LOCKSS | Erin Nettifee | Mar 26, 2025 | This was identified as part of FOLIO work, noting here for completion. |
31 | Courses | Explore auto-loading course material information from the Registrar to Leganto reading lists for the Top Textbooks program | Erin Nettifee | Apr 8, 2025 |
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32 | Fulfillment | Explore customizing courtesy and overdue notices to add text specific to the type of item | Andrea Loigman | Apr 8, 2025 |
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33 | Fulfillment | Extend the CRS to be able to support Scan & Deliver modal for items that are non-circulating or library use only | Erin Nettifee | Apr 30, 2025 | Divinity would like to have this, but it currently does not work (SN TASK8679005). Making this work would involve redoing some of the logic for displaying the request button. |
Completed Enhancement Requests
# | Functional area | Enhancement Idea | Requestor | Submission Date |
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8 | Vendors COMPLETED 10/28/2024 | Migrate FOLIO ERM Organization Contacts and Interfaces to Alma. Already documented as a sub-project of the Alma Integration Project. Update via Vendor API. Update 8/12/24: Work to migrate these manually is underway to avoid risks using the vendor API. Zhaneille and Julie completed the Organizations Interfaces copying/pasting and Alainia, Barb, Ameilia, and Julie completed the Organization Contact people manual migration. Thanks to all! | @Julie Brannon | Jan 25, 2024 |
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3 | Catalog request system DONE | Remove authority record URLs from author field on My Accounts page | @Andrea Loigman | Jun 24, 2024 |
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16 | Course Reserves COMPLETED 2-12-2025 | Implement course loading in Alma from SIS bursar data - necessary to support course enrollment data for copyright clearance | @Erin Nettifee | Apr 15, 2024 |
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