Alma Known Issues
Page sections
Enhancement requests in Ideas Exchange - please vote
- Add security levels to norm rules
- Provide the ability to select more than one file to delete when looking at uploaded sushi files
- Include LCSH headings with additional subdivisions in preferred term correction process
Performance
See Alma performance issues and tracking
Item Records
Problem | Impact | Created Date | Salesforce Case | Expected resolution |
---|---|---|---|---|
Inability to pull patterns from 853 of holdings and apply upon save of item | Staff must do much more typing. In Aleph you could associated an item with a 853 instance and it would use that (and the lang 008) to generate the appropriate captions after you filled in the correct enum/chron in the item. You could leave the description blank and Aleph would create the correct Description upon Saving the item. | (Noted to ExL as part of implementation) Case created 11/12/2019 | 00754388 | Not in roadmap |
Metadata Editor
Priority | Area | Problem | Impact | Workaround | Created Date | Salesforce Case | Expected resolution |
| Resolved December 2022 | ||||||
Medium | Performance | Does not keep up with typing speeds, esp indicators | Productivity | 2/7/19 | 00649883 | ExL closed case. Escalating. Resolved in Dec 2022? Need to double-check status | |
Performance | Saving a bib with many controlled headings takes too long | (Pursuing through ExL Alma UX group) Need to double-check status | |||||
Performance | Improve lag time when clicking from field to field in a record | (Pursuing through ExL Alma UX group) Need to double-check status | |||||
Need new feature | Need ability to copy/paste multiple fields at once | (Pursuing through ExL Alma UX group) Need to double-check status | |||||
Need new feature | Need easier way to open an item from a holding | (Pursuing through ExL Alma UX group) Need to double-check status | |||||
No longer happening in Jan 2023 release. | |||||||
May release 2023 - new support for Quick Links in MDE which assign hot keys for selected menu items | |||||||
Medium | Relink holdings | When relinking holdings, can't search by MMS ID in the System Number field – it yields zero results. Use Any field instead https://www.screencast.com/t/bbrwbJln | If staff member copied MMS ID of target bib and tries to search in System Number, it fails. Use Any Field instead. | Put MMS ID in other field to search. | 10/28/2021 | 01008715 | |
| Resolved May release, 2023 | ||||||
Resolved in late 2022 | |||||||
No longer happening in Jan 2023 release. | |||||||
Medium | Holdings | Automatically generated 866/7/8 fields, based on 853/4/5 fields, are missing any alternative numbering subfields data $g, $h, $m. These should be compressed into 866/7/8 $a | Public display lacks alternate numbering in summary holdings | non | 1/20/23 | 06631447 |
Browse Bib Headings
General | Problem | Impact | Workaround | Created Date | Salesforce Case | Expected resolution |
|
No new cases since re-indexing | |||||
Usability issues |
| (Initially reported as part of implementation) Salesforce case created after lack of traction: 11/12/19 (Also reported to UX basecamp) | 00754279 | |||
Repository Searches generated by the Browse Bibliographic Headings tool display inaccurate search criteria |
| 5/11/21 (copy of older case from 2019) | 00955040 | New case for new MDE. | ||
Headings Info search (via Browse) fails to retrieve data for LC names for 651 when using "Exact phrase starting with" |
| 1/31/20 | 00807418 | |||
For Heading Information searches (via Open in Repository Search), when using "Exact phrase starting with" and a search term with more than one subdivision, the search truncates the terms and retrieves too many results | False hits retrieved. Example for LCSH topical heading: Use "Exact phrase starting with" World War,1939-1945 Underground movements Germany retrieves everything with: World War,1939-1945 Underground movements | Can narrow set further by adding another search parameter in Advanced Search using the + icon above the form | 10/29/21 | 01009058 | 9/19/22: There is a character limit when using Exact phrase starting with. The limit is roughly 55 characters but varies slightly based on other search params. (CB followed up to see if a request to shorten the vocab name would increase the char limit on the search term, but it would not). | |
If a heading has normal quotation marks (U+0022), the Open in Repository Search button does not work | Must use workaround to conduct search | Copy heading, then choose View for a heading before or after the one in question. Use the "Open in Repo" button for that heading. From Adv Search results, click on the hyperlinked search string to open Adv Search field panel. Replace the text in the heading with the one you want to search, then execute search. | 2/2/23 | |||
Heading Type: Source Code | Problem | Impact | Workaround | Created Date | Salesforce Case | Expected resolution |
Name | 240 is missing from index entries for 100 / 110 / 111 | Name-title entries are incomplete because they include $t from 6XX Update - all $t's have been removed from index. | 6/21/17 | 00434000 | Working with ExL to develop new, separate name-title browse (This didn't go anywhere as of Oct 2021) | |
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With Q2 2022 enhancement, we can configure browses now. Since 1XX/240 cannot be displayed, we chose to omit all titles from name/title headings in the Names browse. |
| ||||
Series: Uniform Title | 490/1 is included | 490/1 is not a controlled heading, therefore the list cannot be used to verify whether the series headings in controlled fields have the correct term (as of July 2022, all 490 have been excluded from the browse as a workaround) | 12/18/2018 | 00634250 | Case closed. Needs to be enhancement or Ideas Exchange. Forwarded to ELUNA Authority Task Group. | |
Title |
740 title is missing
|
1/11/23 |
06621695 | Original case was broader and is resolved except for 740. New case opened just for 740. Previous note: Working with ExL to develop new, separate name-title browse. Update Feb 2021: ExL reported this would not be part of current development work plan | ||
Subject | 647 is missing from the Subject browse | 7/25/22 | 06450090 | |||
Name | 600/30 is missing when it is linked to authority record | Browse is incomplete. | Use search "Subjects (LC)" | 4/21/23 | 06731389 |
Browse Shelf List
General | Problem | Impact | Workaround | Created Date | Salesforce Case | Expected resolution |
Usability issues |
| Initially reported as part of pre-implementation in 2018. Also reported to UX basecamp in 2019. New Salesforce case opened 2021, 01008663 | Ideas Exchange is marked as Planned. Need to confirm the specific issues we cited will be included. | ? |
Authority Control
Severity | Title | Impact | Created Date | Salesforce Case | Expected resolution |
---|---|---|---|---|---|
|
| ||||
Loss of data. Example of improper flips:
| 10/16/17 | 479439 | Fixed as of 6/26/24 for prospective jobs via new rule "respect subfield coding" | ||
High | Presence of |t prevents authority name from linking/flipping | Name headings with $t will only link if there is an authority for the name/title | 10/16/17 | 479457 | 2025 #2 priority from AAFG (2021) |
| Fixed in Fall 2024. Also NERS 6670 | ||||
High | Subject headings that include subdivisions beyond subdivisions in authority record won't be flipped | If the authority is for the subdivided form of a heading, and the bib heading is further subdivided, it will not be flipped when the heading changes. Only the subdivided form that exactly matches to the authority will be flipped. For example, this authority changed from: $a Germany $x Politics and government $y 19th century to: $a Germany $x Politics and government $y 1789-1900 Bib headings that exactly matched that $a $x $y were flipped. Bib headings that were further subdivided did not, such as: $a Germany $x Politics and government $y 19th century $v Congresses | 4/11/19 | 00674542 | NONE Case closed by ExL. Instructed to submit this via NERS or Ideas Exchange. NERS 6773 #2 priority from AAFG (2021) |
High | "Mixed" heading types don't link (and therefore don't flip) | March 12, 2024 Note - this was marked as resolved in 2021 but is no longer resolved. CB is pursuing. When Alma tries to link a 110, 710, it only looks in LCNAMES, and not in LCSH for places defined in 151 which may be used as corporate names. For example, Massachusetts does not validate in bib 110, 710, only in 651. When Alma tries to link a 610, it only looks in LCNAMES, not in LCSH for entities that may be used as subject names but not in 110/710. Example: ZimniÄ dvoretï¸ s︡ (Saint Petersburg, Russia) does not validate in bib field 610. More: if a castle or similar heading is defined for LCSH (in authority field 110), it may not be used as a bib 110 or 710, only as a 610. Because Alma only looks at LCNAMES when linking 610 headings, it will not find the matching LCSH heading (in LCSH authority field 110). | 4/6/20 | 00830184 "This will be fixed in the March 2021 release. | May 2021 |
Medium | Headings with ampersands and commas may not link | Headings don't link and won't get updated if heading changes. Headings with ampersands, plus signs, apostrophes, and commas may be marked as Ambiguous instead of linking if there is another heading or reference without the character. Possibly affects other characters. E.g. 710 McFarland & Company exactly matches preferred term, but will be reported as ambiguous because of the cross-reference on a different authority with: 410 McFarland Company | 6/30/20 | 00856792 | NONE Vote for idea: Follow NACO rules when linking bib headings (reduce number of "ambiguous" headings in ACTL reports) |
Medium | Order of bib subfields not corrected (if they were incorrect to start with) | Example: our heading (incorrectly) has 651 a x y x Matching authority has a x x y Our heading is linked to authority but order of subfields was not corrected Note: using F3 from MDE does correct the subfield order. | 11/12/20 | 00899515 | NONE |
Medium | Name headings get reported as ambiguous even though there is only a single match in LC aut | Variant 1: If multiple authorities have the same 1XX where the only difference is $l (language), the bib heading will not link, and it will be reported as a multiple match (ambiguous). Variant 2: Same for subfield $k (added 7/25/22) Variant 3: We noted that in at least one example the only possible sources of incorrectly assessed conflict in Alma were other vocabularies (e.g. Rameau). (added 4/24/23) | 2/23/21 | new case number 05307441 case number in previous salesforce: 00922961 | (Still in analysis) |
Low | Alma ignores "not valid as subject" byte in LCNAMES | When a name is used as a subject, Alma will flip the heading even if the authority record has the fixed field that says the heading is not valid as a subject. | 5/11/21 | Reported to Alma Authorities Working Group | |
Low | Subfield 3 of 830 is moved to end of statement | Inconsistent with other $3 displays (usually first subfield to display) | 10/7/19 | 00738708 | NONE CB adjusted Primo rules to display in proper place |
Low | Personal series name headings not always linked | The presence of some punctuation prevents 800 field headings from linking. For example, the presence of a semicolon at the end of $f or $l prevents the field from linking. 800/1_ $$a Sibelius, Jean, $$d 1865-1957. $$t Works. $$f 1998 ; $$v ser. 1, v. 99. | 9/4/19 | 00724600 | Partially resolved Oct 2020 Forwarded to Alma Authorities focus group |
Low | Incorrect indicators / thesauri when flipping LCSH to LCGFT | When a 655 field is coded for LCSH and matches a non-preferred term in LCGFT, Alma flips the heading to the preferred LCGFT term but does not update the coding (it should change the 2nd ind to 7 and add $2 lcgft). This does not have an effect on patrons using HOLLIS, but the incorrect coding may cause problems in future linked data projects or migrations. Genre terms in other thesauri are not affected (aat, etc.). Data correction needs to occur in Alma for flips where the LCGFT term DIFFERS from the LCSH term, such as Comics (Graphic works), Screenplays, Thrillers (Fiction), Academic Theses. Please vote on the Ideas Exchange. (Clean-up of these was removed from the project request list in Nov. 2023 - data will need to be addressed during future migration projects). More background on LC FAQ on LCSH/LCFGT. At Harvard generally only legacy records use the 655/0 LCSH term. Current records generally use 655/7 LCGFT. Note that the issue was discussed at length at ExL, and derives from the fact LC provides the LCGFT in the LCSH file, rather than as separate feeds. | (U-Minn case 00189209) | NONE | |
Low | 630 links to Names even when fuller match is available in LCSH | When a 630 is followed by subdivisions for elements present in an authority, | 01/15/2021 | Reported to AAWG | |
Low | CZ bib records do not undergo authority control | CZ bib records have outdated headings. This will create split entries in the Browses and Primo facets if we use CZ collections for certain packages. ExL has no plans to perform authority control on CZ bibs. Revisit with Provider Zone. | 4/9/18 | 00538880 | NONE |
Acquisitions
Area | Problem | Impact | Workaround | Created Date | Salesforce Case | Salesforce Case Status | Expected Resolution |
---|---|---|---|---|---|---|---|
Funds | Overencumbrance allowed in excess of rule limit when using order template | Possible to overcommit fund despite rule. | 4/17/2019 | 678250 | Closed | Not scheduled to be fixed. | |
Invoices | Occasionally, an invoice with no visible errors won't move out of review | Staff cannot submit invoice for approval. | LTS submits ticket to Ex Libris; they have an internal tool to move invoice forward in workflow. | 12/3/2020 | 905640 | Closed | Not scheduled to be fixed. |
Invoices | User without proper role can delete approved invoice | A user without invoice operator extended is able to delete an approved and closed invoice via the EDI file reload functionality | 11/9/2018 | 620424 | Closed | Ex Libris will not change this functionality. | |
Invoices | Alerts for invoice approval rules | An invoice approval rule for a negative discount does not trigger an alert. | 1/17/2018 | 508728 | Closed | Not scheduled to be fixed. | |
Invoices | Error when reloading EDI invoice | Attempting to reload an EDI invoice file with a long file name via the reload function on the vendor record returns a file not found error. (The same is true when reloading via the EDI tab of the vendor record or via the Create Invoice From File function.) | Manually shorten file name before reloading | 4/24/2019 | 680093 | Closed | |
Invoices | Blank search box when creating invoice from PO | Using the "Search from a list" functionality to find a PO when creating an invoice via PO may return a blank search box. | Use the fix documented in this Knowledge Article. | 2/6/2020 | Not scheduled to be fixed. | ||
Invoices | Backing out of viewing unassigned invoice takes user to Assigned tab | Some users report that viewing (not editing) an unassigned invoice from the In Review task list, then using back, take them to the Assigned to Me tab. | Added click to switch tabs. | 4/6/2021 | 05318277 | Pending Work Plan | |
Invoices | Clicking on a PO line using multiple funds does not lead to the POL | Users report that clicking on a PO line that uses more than one fund from the Invoice Lines tab of an invoice leads to the Transactions tab of one of the funds, not the POL. | 11/18/2021 | 06040267 | Pending Development | ||
Order Letter | ExL added the 490 and 830 to the Order List Letter. However, non-roman script may not display properly. | Orders for CJK materials in particular may not display these values. | None may be needed. Other fields (e.g., Title, Creator, and ISBN/ISSN) will display properly. Can also place order directly with vendor. | 6/15/2018 | 566481 | Closed | Not scheduled to be fixed. |
Order Letter | Vendor name on the order letter includes a value not found in Alma. | There is a known issue where a last name field can be associated to a vendor, and it can lead to a value that cannot be edited in the vendor record. The value can only be removed by Ex Libris support. | Submit Salesforce case | 2/25/2019 | 656219 | Closed | Not scheduled to be fixed. |
Order Templates | Ampersand in template name causes error | Including an ampersand in a template name causes a Java error when attempting to apply to a new POL. | 2/14/2019 | 652356 | Closed | Not scheduled to be fixed. | |
Order Templates | POL template for contins does not save renewal info | Values in the Renewal area do not get saved in templates: renewal date, start/end sub dates, renew checkbox | 12/12/2019 | 00754395 | Closed | Needs to be handled via enhancement request. | |
POL | Creating order via template allows use of fund not authorized for POL owner | Manually creating a POL does not allow the use of a fund not authorized for the POL owner. However, using an order template to create the POL does allow the use of a fund not authorized for that owner. | 10/12/2018 | 608463 | Closed | Not scheduled to be fixed. | |
Prediction | Months for prediction patterns are always in English despite Lang of holding (Fixed for requested languages.) | Ex Libris has added requested languages and closed this case. Open new case if additional languages are needed. | 3/5/2019 | 659548 | Closed | ||
Receiving List | Invoice not Found in Receiving List via Invoice Search | Occasionally, searching for a known invoice in the receiving list via the Invoice Search returns no results. | Search for the invoice via the All search | 2/4/2019 | 648342 | Closed | Not scheduled to be fixed. |
Receiving List | Not possible to search via additional ISBNs | Although the ISBN included in the order description can be found, others cannot. Can make it difficult to locate orders. | Use alternative search method | 10/29/2021 | 1009009 | Closed | Needs to be enhancement request. |
Receiving List | Not possible to search by varying form of title | It is not possible to search via MARC field 246. Can make it difficult to locate orders. | Use alternative search method | 10/29/2021 | 1009010 | Closed | Needs to be enhancement request. |
Receiving List | Keep in Department status value not sticky | When switching tabs or leaving, then returning to receiving the status value resets to the first in the list. | 11/17/2021 | 06039596 | Closed | Needs to be enhancement request. | |
Searching | PO Line Type search for Physical - Standing Order Monograph returns results for Physical Standing Order Non-Monographs | Search results for this PO line type are not accurate within Alma. | Use Analytics | 3/12/2018 | 531720 | Closed | Not scheduled to be fixed. |
Searching | Order lines > All cannot search MMS ID | Use Order lines > MMS ID | 3/1/2021 | 05300398 | Pending Development | ||
Vendors | A user without permissions can make vendors inactive | A user with read-only acquisitions administrator and purchasing operator roles–but not vendor manager–is able to use the toggle to make vendors inactive. | 10/10/2018 | 607817 | Closed | Not scheduled to be fixed. |
Problem | Impact | Created Date | Salesforce Case | Expected resolution |
---|---|---|---|---|
Scan in Items and Manage in Process Items show POL description instead of bib title | For items where the POL description (bib info at time of order) is different from the current bibliographic record title, the information in the display after using Scan in Items or Manage in Process items will be confusing or appear incorrect | 3/11/19 | 00661936 |
E-Resources
Area | Problem | Impact | Workaround | Created Date | Salesforce Case | Salesforce Case Status | Expected Resolution |
---|---|---|---|---|---|---|---|
Portfolio Loader | Adding Electronic Material Type via Portfolio Loader using loading policy type: incremental and operation: add new does not work for CZ bibs. | Additional work to add Electronic Material Type. | Re-run the same file as as policy type: incremental and operation: update. | 8/14/2019 | 717989 | Closed | Not scheduled to be fixed. |
Resource Sharing
Scan and Deliver
Status: Development Requested from Ex Libris
Expected Resolution Date: TBD
System behavior change in when links display. We do not have the ability to display Scan Del links in Alma with the same granularity that we had in Aleph. Therefore, sometimes Scan Del links will not appear for items in Alma that did appear for the same items in Aleph. Scan and deliver eligibility is no longer driven by item policy in Alma. Whenever you see that link appear, behind the scenes work is being done by resource sharing to source the scan. Resource sharing has a list of eligible Harvard locations. If your item is in a location that is eligible, the scan request would come to you; if it is not, it will be sourced elsewhere or outside of Harvard.
Form Issues. ILLiad form changes resulted in issues with request form for patrons.
Status: In Process
Expected Resolution Date: Remaining Issues TBD
- RESOLVED 10/29/2018: Fields missing from requests- some fields are missing from the Scan and Deliver form.
- RESOLVED 10/29/2018: Wrong form is being sent (book instead of article)- this may be an ILLiad configuration setting.
- Diacritics issues - characters aren't properly populating the ILLiad form with the correct encoding.
CJK
Browsing titles
Vernacular titles from paired 880 fields do not show up in Browse: Title. (ExL case 00496918, Dec 5 2017, est. H1 2019)
Migration statuses
Item Process type: Technical Migration, Status: Item not in place
Items that had the following characteristics migrated to Alma with the status "Item not in place" and a process type of "Technical - Migration." These items display in HOLLIS but are not requestable.
Aleph IPS | Aleph order status | Alma Item Process type | Alma Item status | Primo display | Primo Functionality |
---|---|---|---|---|---|
OI: Order initiated | all others | Technical (Migration) | Item not in place | Technical; Not available | Can not request |
OR: On order | all others | Technical (Migration) | Item not in place | Technical; Not available | Can not request |
RE: Ordered-Received | all others | Technical (Migration) | Item not in place | Technical; Not available | Can not request |
NA: Not arrived | all | Some Technical, some Acq | Item not in place | Technical or On order | |
CL: Claimed | All | Technical (Migration) | Item not in place | Technical; Not available | Can not request |
The Alma WG co-chairs will discuss and determine the best options for handling these migrated items. Since Alma does not utilize IPS, most new items of these types will be tracked via work orders. See Items Process Type: Technical Migration - Analysis/Cleanup for detailed remediation plan and status.
- BD - At Bindery
- BP - Bindery Prep
- CT- Cataloging
- CL - Claimed
- CO - Conservation
- DP - Digitization in Progress
- MS - Lost
- MI - Missing
- NA - Not Arrived
- OI - Order Initiated
- OR - On Order*
- RE - Order Received
Item Process Type: Acquisition, Status: Item not in place
Items that had the following characteristics migrated to Alma with the status "Item not in place" and a process type of "Acquisition".
Aleph IPS | Aleph order status | Alma Item Process type | Alma Item status | Primo display | Primo Functionality |
---|---|---|---|---|---|
OI: Order initiated | NEW | Acquisition | Item not in place | On order | Can request |
OR: On order | NEW, SV, RSV, DNB | Acquisition | Item not in place | On order | Can request |
RE: Ordered-Received | NEW | Acquisition | Item not in place | On order | Can request |
NA: Not arrived | all | Some Acquisition, others Technical | Item not in place | Technical or On order | |
CA: Cancelled + Item status NOT 88 | SV | Acquisition | Item not in place | On order | Can request |
Items have a Process type of Acquisition because they had not been arrived in Aleph prior to migration. The items display as On order in HOLLIS and are requestable. Resolving these items will involve identifying sets that are likely on shelf and changing the status to received in Alma. An API is under development to do this work in batch. See Orders for received material that was not arrived in Aleph for detailed remediation plan and status.
- Ongoing analyses using Analytics of records where the item is "not in place" has begun. There is some low hanging fruit in items that are actually in place at HD based on their separate inventory system. This has resulted in a list of 6176 items which can have the Process Type removed and be marked In Place.
- The APIs for doing this work in batch need to be developed.
ALL 02 items are now requestable for in-library use only. This is a change from Aleph, when only 02 remote storage items were requestable.
Alma Analytics Known Issues
See page at Analytics & Reporting for Alma Analytics Known Issues