Alma
Your feedback matters to us. Help us improve Alma by telling us what you’d like to see using the message areas below. You can also can support something already posted.
We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
For more information please review our FAQ and guidelines. Thank you.
88 results found
-
Clone PO LInes to order again
We create different PO Lines for the same order. We need to put different funds, different reporting codes or order more items.
There is no way to clone the PO Line as a way to keep all information and just edit the fields that we have to update.
We need to clone and put the clone in review to edit the fields we need to change and send it to the vendor.
24 votes -
Provide a solution to use POLs in context of Auto Holdings collections
The Auto Holdings collections are a big help for activating electronic resources. However, if you want combine them with manage your orders for the resources in Alma, you run into problems.
Use case 1: A library orders several thematic e-book packages on a yearly basis from Springer. They activate SpringerLink Books - AutoHoldings. All e-books are activated there. If, however, the library wants to retrace, wich thematic packages they bought in which year, they are confronted with n POLs attached to SpringerLink Books - AutoHoldings with no chance to sort out quickly, which order pertains to which collection and which…21 votes -
Automatic renewal notifications of subscriptions
Our library manages about 3'500 current subscriptions to periodicals. We fixed the automatic annual renewals of our subscriptions on a same date, precisely on the 31 August. As most of our subscriptions have been assigned to a few suppliers, our wish is that all renewal notifications intended for a same supplier are included in a single e-mail, instead of being sent individually in separate e-mails. We wish to avoid that each supplier receives as many e-mails as there are automatic notifications on the same date. They would only receive one e-mail with all the renewal notifications.
21 votes -
Add a link from the PO line to the "Receive" workbench
It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a…
20 votes -
Ability to attach bibliographic record to CZ order
The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.
In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_LinesSo what we want is the ability…
20 votes -
Order of action buttons in the POL
In the new PO line interface, the action buttons available when creating a POL is not in a practical order, which causes a lot of our staff to press “save” instead of “save and continue”. This causes the POL to remain in status “in review”. The user also must use more energy to locate the correct action button. We have two different suggestions for solving this:
Move the actions “Save and continue” and “order now” to the right part of the menu line and have this be marked in a stronger color than the other buttons. In the current design…
19 votes -
Make PO line Rollover Job work dependent on ledger and possibly fund codes.
User Story. Currently we our Acquisition team have a different set of ledgers to our Subscription team. When we do a Rollover of funds and ledgers this is not an issue. However, when we are trying to test the PO Rollover it is difficult to separate out the PO Lines that are for the Acquisitions Rollover and the Subscriptions Rollover.
Solution - It would be better if you could only roll over PO lines that were attach to a specific ledger (and possible set of fund codes). So that we could run the Acquisition rollover separately to the Subscriptions rollover.19 votes -
Packaging PO Lines into a PO: properties
Currently PO lines are packaged into a single PO if all the following properties match:
- Vendor account
- Owner
- Currency
- Continuity – One-time/continuous
- Acquisition method
- Source type
- Ordering Library
- FundWe order from some suppliers in different currencies. Therefore, the match criteria "Currency" is unfortunately not ideal for us.
It would be great if you could adjust the criteria here for your own institution.Thank you in advance!
17 votes -
Request instead of Interested User
For Alma, request and interested user are two different things. This is not easy for us to work with. In bigger libraries, staff members have access either request nor interested user, so it is difficult to check request/interested user for our users.
I wish, you replace interested user by request in the PO Line.16 votes -
Index POL Renewal Notes for Search
Please consider indexing the "Renewal Note" field on POLs for searching/advanced search. Having that data in Analytics is great, but it'd be very helpful to find it when searching Alma as well.
14 votes -
Filter OUT cancelled PO Lines
Provide a facet to filter OUT cancelled PO Lines in the PO Line view. We have a lot of cancelled PO Lines with the same title as existing PO Lines, and it is confusing and time consuming to find the 'active' PO Lines. It would help us tremendously if we could filter OUT cancelled PO Lines, perhaps even by default.
14 votes -
Allow the system to change formats for example Physical One time to Electronic One-time and vice versa.
At the moment when you have created an order for a physical book, but then want to accept the e-book instead, the system does not allow you to change the format as it expects you to follow the workflow of the format you ordered in the first place.
14 votes -
Send email from the pol to the interested user?
Acquisitions
Sometimes we receive a response from a supplier that we want to communicate to the interested user: the high price, or the offer of another edition, etc.
We think it would be interesting to be able to communicate this information to the user without having to leave the POL. Also the information would reach the user with the POL information to which reference is made.10 votes -
Facet for PO Lines Secondary & Tertiary Reporting Codes
We'd really like the ability to facet in PO Lines by the Secondary & Tertiary Reporting Code fields. It's possible to facet by the main Reporting Code but not by the other two reporting codes.
10 votes -
Allow update PO Lines information job to change continuous to one-time and vice versa
Sometimes PO Lines are created using the wrong PO Line Type. Currently the Update PO Lines Information - Advanced job allows changing PO Line Type, but not from continuous to one-time or one-time to continuous. This is the error message we see when we try:
"Could not change a one-time PO line to a continuous PO line or a continuous PO line to a one-time PO line." It would be helpful to be able to change from one to the other in cases where a PO Line was created as a continuous, but should have been one-time, or vice versa.10 votes -
“Run a job” and “Create itemized set” should be available from the list of Purchase order lines
When you are in a list of items on a bibliographic post in Alma you have the option to checkmark several items and choose “Manage selected” – “Run a job” or “Add to itemized set”/”Create itemized set”. Now that we have the list “All PO Lines” and can checkmark POLs in the list, it would be practical for these options to also be available for PO lines. Currently you only have the option of creating a logical set (if you add filters to the list) from the list “All PO Lines”. This would make it easier and quicker to run…
8 votes -
Change PO Line Owner instead of having to delete & start again
Hello
A colleague has requested that we ask for this enhancement:
Would it be possible to have the ability to change the PO Line Owner (ie, if someone selected St Teresa’s but should have selected Craven) instead of having to delete the whole POL and start again?
Our current process requires users to delete the POL if they've chosen the wrong POL owner or PO Line Type, and it would be great if they could just edit it and not have to start all over again.
8 votes -
PO line edit screen - Display "Recent Selections" for the "Access Provider field"
This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:
Today when adding/editing the "Material Supplier" field (Vendor information section), Alma present the user with the recent 5 selections in order to assist them with the selection and make their work easier with less clicks.
The need here is to add the same functionality described above also to the "Access Provider" field.
6 votes -
Export funds from a PO Line
Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface4 votes -
New PO Lines: Allow editing of PO Line description independent of MARC record
In the old PO Line interface, you could update the description from the MARC record but then you could edit it. For example, sometimes I want to have a title from the MARC record but then add ONE-TIME ONLY or something like that to the PO Line description. I can't do that anymore.
4 votes
- Don't see your idea?