Alma

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  1. Stop the practice of showing funds for 'in review' invoices as expenditure.

    Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.

    Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:

    1. We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the…

    51 votes
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    • At fiscal rollover, populate 'list price' field in continuous POLs with the total expenditure on that POL from the previous fiscal year

      See case #00483470.

      The figure in 'list price' represents the amount we first paid or expected to pay for a resource. In most cases, this price is wildly inaccurate after a few years.

      Manually updating these prices isn't feasible, as we've thousands of POLs and editing the prices while inputting invoices doubles the time spent on invoice processing.

      I'm hoping we can do one/all of the following:

      1. At fiscal rollover, the list price amount in the POL is replaced with the amount of the last fiscal year's expenditure.

      2. We run a job that changes the contents of the…

      43 votes
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      • Adding 'citation type' to the facet in Resource Sharing Borrowing/Lending Request

        Though I can distinguish book and article using other facets such as requested form, I think that citation type(book/article)is going to be more intuitive and useful. In addition, because I found it possible to use citation type as a facet in Acquisitions, including it in Resource Sharing is also proper considering coherence or unity of facets. I hope it is added soon.

        32 votes
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        • 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.

          19 votes
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          • Improve financial forecasting of subscriptions

            It would nice to have more functionality in terms of subscription financial forecasting.

            Although we can roll over subscriptions with a blanket % increase, we would like to be able to input and overwrite this where we know price increases will differ.

            In addition, where we know the increases for multi-year agreements, these can all be set in advance, allowing for more accurate encumbrance figures.

            14 votes
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            • Re-linking invoice lines from old orders to new orders.

              Currently we are unable to re-link invoices from old orders over to new orders, it would be most helpful if Alma was capable of doing this.

              4 votes
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              • Make the SAVE button more prominent on the Invoice Screen

                I have had a suggestion from my staff to make the SAVE button on the invoice screen more prominent. We have several workflows where one person puts an invoice in review and then it is checked by a second person before moving to In Approval. We have discovered that the incidences of someone hitting SAVE & CONTINUE rather than SAVE in the new Alma interface has increased. When we looked at the old interface versus the new, we discovered that that SAVE is now white and much fainter. At least having it the same color or size I think would…

                15 votes
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                • Change currency in the order

                  In the order the currency can not changed when the order is saved already. See attachment too, please.

                  We need a possibility to change the currency after sending the order. Here are the reasons:

                  a) During the order creation it was made a mistake.
                  b) For subscriptions and standing orders the currency changes during the lifecycle. First we used British pound and than we use Euro, for example. The vendor changes the currency and we also have to be able to change that.

                  3 votes
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                  • Update exchange rates more often

                    The exchange rates for foreign currency invoices are not updated very often. I understand that the Alma network team manually update them weekly or less often. It would be better for consistent financial reporting if the exchange rates were linked to an international standard or at least give libraries the ability to update the exchange rates manually every day themselves. The out-of-date exchange rates are causing massive reconciliation headaches with the Finance department as we try to work out how many thousands of dollars are out of synch. Alma Analytics is only as good as the data it collates and…

                    3 votes
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                      1 comment  ·  Acquisitions  ·  Admin →
                    • Direct to source Test Access button

                      When you click on the "test access" button or link in drop down menu Alma takes you directly to the e-book/e-journal rather than going splash screen of portfolio resources that directly link to the e-book/e-journal

                      or

                      Add a button or link that directly goes out to the e-book/e-journal/database on the web skipping the splash window (see attached screen shot. Opening in a new browser windows without taking you away from the Alma browser window you are working on

                      13 votes
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                      • Manual orders for physical items: selecting more than 20 POLs for a manual PO

                        1. first scenario:
                        a. you enter a number of POLs bigger than 20 (same library and same supplier),
                        b. then you want to make a single manual PO of them;
                        c. from the “acquisition” menu, you choose “package” (in order to make a PO),
                        d. the whole POLs list is visualized, and that list occupies more than one page (one page contains up to 20 POLs):
                         you have no way to select all of them (not even with “select all”): any selection is valid only for the active page, and gets lost when you change page;
                         you have…

                        3 votes
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                        • manual orders: adding the possibility of selecting/deselecting the POLs for an invoice

                          a. an invoice arrives:
                          b. as very often is the case, it is referred to only a few POLs of a big PO (a PO containing a lot of POLs)
                          c. we use the function “create invoice” with parameter "invoice from PO";
                          d. all the POLs are automatically assigned to the invoice, then you have to choose the relevant ones, and that’s OK.
                           In order to choose POLs, it should be necessary to have the possibility of selecting/deselecting the POLs with a check: now it is not possible, and you have to cancel the POLs one by one: this…

                          3 votes
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                          • Add option to remove deleted License records in Alma

                            Please consider to add another option 'remove' above the 'delete'
                            option for License records.

                            Reference to Case number 00451834.

                            Thank you for your good consideration.

                            29 votes
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                            • Automated order claiming

                              We need a solution for order claiming that works automatically for this for groups
                              - one time orders
                              - subscription orders
                              - standing orders
                              - online resource orders.

                              Workflow:

                              a) The expected receipt date/expected activation date in the order/item/portfolio is reached.
                              b) Alma must send an claim to the vendor.
                              c) Alma changes the expected delivery date/expected activation date automatically by taking the information from the vendor-account (date of day plus expected receipt after ordering (days)/date of day+expected activation after ordering (days)).
                              d) A reminder in the task list is not necessary.

                              Details for the four groups see attachment please.

                              2 votes
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                              • Add a Notes field to SUSHI accounts

                                We would like to see a Note field in the SUSHI account area. There are situations where a SUSHI account is set up but Inactive, and it would be nice to have a field where we can describe the situation.

                                For example, Taylor & Francis Ebooks. It's a new platform (Nov 2017) and Ex Libris has added them to their list of SUSHI vendors. However, I've contacted the publisher and their SUSHI isn't quite ready yet. It would be nice to have a field right in the SUSHI settings where I could note that.

                                Thanks,
                                Naomi Maendel
                                University of Manitoba …

                                1 vote
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                                • Open predicted issues in bulk / by help of a job

                                  only option in alma is opening the predicted items per title. We would like more functionality in the receiving workbench. We can see that predicted issues can be opened for the coming year when in the receive screen, so have to do it title by title!

                                  1 vote
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                                  • Barcode field should be active when "Set Barcodes" opens

                                    When receiving physical items, "Receive and set barcodes" should open the "Set barcodes" dialog box with the barcode field active. This would remove the need to click in the field before scanning in the new barcode.

                                    63 votes
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                                    • Can the "receive New items" link (when receiving continuous items) be made into a more obvious BUTTON? Thanks

                                      See screenshot images below for the suggested BUTTON link vs text link.
                                      The button is much more obvious, and I would have less trouble finding it, especially now that we have gone to the NEW UI. Thank you.

                                      5 votes
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                                      • batch move license inventory

                                        I would like to batch move license e-inventory on licenses and amendments to another license/amendment.

                                        Currently, you can move e-inventory to a different license one at at time. It would save time to select inventory to move to a different license in bulk.

                                        See my very horrible mock up: https://www.screencast.com/t/f2r2SZygN0ca

                                        6 votes
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                                        • Ability to edit a location instead of creating a new one

                                          We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.

                                          We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.

                                          This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).

                                          This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…

                                          39 votes
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                                            1 comment  ·  Acquisitions  ·  Admin →
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