Alma
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189 results found
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Add other participants to trial after initial trial email is sent
There is only one opportunity to send out a "participate in trial' email. This means that although it is possible to add a participant to the trial, no email is sent out to this person if the initial trial email has been sent.
It would be great to have the option of sending an email to individual or all participants again.6 votes -
Enable purchase requests from Edit Citations page in Alma
It would streamline workflows where it's decided additional copies are required for stock if a purchase request could be made from the Edit Citations page within Alma. At the moment requests can only be placed to move or digitise the content.
6 votes -
Add "PO Line Owner" as a input parameter for Purchase/Invoice Review Rules
Would like to be able to use "PO Line Owner" as a input parameter for Purchase & Invoice Review Rules, so that the rule could be applied by location, rather than just vendor
6 votes -
Linking of licence amendments back to the main licence.
Licence records link really well to their amendments - from within the licence record there is an amendment tab and you can link straight through to the amendment.
If you're looking at the amendment record the only way to get back to the base licence is from the search results screen by going to base instead of edit.
It would be really good to have a base tab in the amendment record similar to the amendment tab that already exists in the base licence record.
6 votes -
Add item policy to the summary tab in Acquisitions when placing an order
It would be useful to have the library, physical location and item policy on the same page when creating an order. At the moment when ordering a print item we add the library and physical item location and then have to go back and click on the library to enter the item policy which creates an extra click.
6 votes -
Change the parameters in "Item Search in Amazon"
Change the parameters in "Item Search in Amazon" to include media (specifically DVD's and music CD's) and/or an "all" option so that all materials can be processed through this one workflow instead of just books or magazines.
5 votes -
Increase viewable character count when looking at tables of invoice or PO lines
Alma unnecessarily truncates fields and wastes monitor space in the Purchase Order Line Details > Invoice Tab. See in my attachment that both the invoice number field and the Note (piece identifier) field are cut off. At the very least, the entire invoice number should be visible. I understand not all monitors are the same width, but we should be able to see more of this important information. Please fix this.
5 votes -
5 votes
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Update details of multiple SUSHI accounts at once
Currently to make changes to a SUSHI account you must do each account individually. This means if some detail of our SUSHI credentials changes for a vendor we have to manually make that change on each SUSHI account we have set up for that vendor, which could be 8+ accounts.
It would be really good if we could select multiple SUSHI accounts and then make a change across all of them, e.g. updating the URL or RequestorID etc.
5 votes -
Allow public display of the AcqWorkOrder type to be customized
Currently, when items are in processing under the AcqWorkOrder type, the public display reads, "Acquisition technical services," and cannot be changed. I would like the ability to customize this label as we can with other work orders.
5 votes -
Invoice - Vendor account - Mandatory field configurable
The vendor account field in the invoice details should be a mandatory field. This is not configurable. We have not a choice here in the vendor field and the vendor account field will not filled in automatically. Please, change this.
4 votes -
Add percentage to reporting codes
Now that ExLibris has added the secondary and tertiary reporting codes, it would be really helpful to be able to add a percentage to each of the additional reporting codes so that PO lines and invoices will show the percentage split, just like the fund codes do. This would be especially helpful with ERP so invoices that are split across more than one reporting code/fund would not have to be dealt with manually.
4 votes -
Ensure invoice lines always appear in the right order on the Purchase Order Lines page of the new UI
There is a tendency of the new Alma UI to scramble the order in which invoice lines appear on the Purchase Order Lines page. We would like to request a permanent rectification of this.
Scenario:
1) Staff member searches for an PO Line.
2) They click the Edit option for the search result, and from the Purchase Order Lines page which comes up they select the Invoice Lines tab.
3) The invoice lines are correctly ordered with the latest invoice at the top and the previous payments follow going back in time.
4) They then click into a different tab…
4 votes -
Read/Write PO Line via item editor
Dear Ex Libris team,
If you open the PO Line via the item editor, it is only read-only available. Unfortunately, communication cannot be started with this read-only form. However, it would be helpful for journal dunning, because otherwise you have to interrupt the item receipt workflow to open the PO line form.
It would be great if you make the communication tab available in the PO Line form if opened via the Physical Item Editor.Greetings,
Markus4 votes -
Number of received items
We would like in each POL a field with the number of received items next to the number of requested items, to know how many items are delayed.
4 votes -
Allow for Gift Acknowledgement Letters
The Legal Deposit method of acquisition allows for letters of acknowledgment to be sent to the vendor by automatic email from Alma after the item is received on Alma.
This functionality is lacking for the 'Gift' method of acquisition. As standard we like to send an acknowledgement to all of our donors and it would be ideal if Alma could automate this process as it does for Legal Deposit acknowledgements. The functionality to send an 'order' letter for a gift is there - but not for acknowledgement of receipt, which is actually the wrong way around for our requirements.
4 votes -
Add option to use hyperlink in license terms
Add functionality to license terms displayed in Primo under "Show License" to include a hyperlink, or clickable link. It would be helpful to be able to include a URL in the list of license terms, that patrons are able to click. Our institution uses an external tool to help determine terms of use and would like to direct patrons to the tool using a link in the License Terms.
4 votes -
Apply Reporting Code from Encumbrance to Disencumbrance
In a disencumbrance transaction, Alma does not apply the reporting code assigned to an encumbrance to the disencumbrance. Because we use the reporting codes as a part of funds allocation, this practice causes the disencumbrance to be ignored thus overreporting the encumbrance for the reporting code. Please apply the reporting code of the encumbrance being disencumbered to the transaction of the disencumbrance.
4 votes -
4 votes
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monthly usage data green checkmark link to counter report
After you load usage data and look at the monthly usage data tab, the green check marks should link to the COUNTER report when you click on it.
4 votes
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