Facet Customization

Facet Customization

Facet Customization

Facets Overview

A facet is a category that groups like requests based on Partner, Status, Creation Date, Update Date and more categories. Borrowing and lending requests have similar facets. Facets can be customized for borrowing or lending requests. Facets can be customized by login. 

It may be helpful to move the General Message and Notes from Partner facet so it can be easily seen.

Active Facet or Completed Facet

The Active Status facet allows staff to see Active requests. An Active request is a borrowing request that is on a patron's record or has been returned to a lending library. An Active lending request is a request from a borrowing library that needs to be supplied, rejected or completed.

Use the Activity Status Active to focus work on the requests that may need to be updated.
Activity status facet with Active request facet seleted


To view or search completed requests the Active status can be removed by clicking on the x
Remove active status facet click on x


The Activity Status facet displays the Active and Completed facet.
Activity Status Facet shows Active and completed facets


Have Activity Status with Active status selected to show requests that are current or may need updating.

Facets Customization

The display of borrowing or lending facets can be changed. The order of the facets can be modified. 

Click on Customize wheel
Customize wheel located in right upper corner

A Customization menu displays click on Facets Customization
Customization menu with Facet customization selected

A Facets Customization menu displays. 
The facets display in the order on the Facets customization. 
Facet Customization list with arrows pointing to current location of facets

Click on the  icon before the facet and drag the facet to the new location in the list
I moved General Messages, Notes from Partner and Status so the facets will display higher in the Active Facet list.
Click on Apply to change the order.
Facets moved higher in facet list. Apply button highlighted.

The General Messages and Status display higher on the facet list. I don't have any requests with Labels or Notes from Partner so those facets don't display.
Facets showing General message and status higher in facet list.

ExLibris information about the Alma User interface layout can be found at this link New Layout - Ex Libris Knowledge Center (exlibrisgroup.com)


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