Alma
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82 results found
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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!
65 votes -
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:
At fiscal rollover, the list price amount in the POL is replaced with the amount of the last fiscal year's expenditure.
We run a job that changes the contents of the list price…
58 votes -
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 -
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
37 votes -
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.
45 votes -
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.…
80 votes -
Item's inventory price
a) Instead of clicking Allocate every time to assign the item’s inventory price from the PO line, the process should be automated as was the case in Aleph.
b) The final price from the PO line should be converted to our local (and default) currency automatically and written to the item’s inventory price field.
c) When an invoice is paid in Alma, the item's inventory price should be updated automatically with the final amount in our local (and default) currency.
All of the above is required for reporting to our financial department and library management.
25 votes -
Vendor contacts need phone extension added
When adding a new contact to the vendor location, there could be numerous people using the same base number, but with different extensions. Can you add a space to allow entering the extension?
35 votes -
"Request" link when you have ordered a physical book
When you have ordered a physical book (one time order) it would be very helpful to get a Request link available on the Purchase order lines in Review page.
Then you could place a request more quickly. You don't have to search for the book again.
148 votes -
Colour/shade gradients to tell the different between license statuses (Active, Retired, Deleted)
In the list of licenses it would be useful to have a colour/shading gradient difference between active and inactive licenses.
For example, when you delete a license it still remains in Alma, it is just given the status deleted. This is fine as it provides a history, however, as the deleted licenses in the list look exactly the same as active licenses, apart from the status note it can often be difficult to tell the active and deleted licences apart, especially at a glance.It would be useful to change the colouring/shading gradient, for example, grey out the text, for…
64 votes -
Enable embedding fund balance graphs and data on Alma Home Screen
Fund balance data from Analytics is inaccurate as data is piped in to Analytics on a daily basis, making fund balance widgets created in Analytics less useful for checking available balances. We would like to request the ability to quickly access up-to-the moment fund and available balances available under each fund under Acquisitions > Funds and Ledgers > Fund > Reports in home page widgets. This would enable staff placing order to check live fund balances easily on a regular basis.
34 votes -
Display local price in addition to the foreign currency price
We need the display of the local price in addition to the foreign currency price on the Invoice Lines tab and in the POL summary tab. That's very important for us.
60 votes -
Allow different configuration of Interested User emails for ebook orders
Currently the automatic email for the Interested User of an ebook order isn't triggered until the status of the order changes from 'Sent' to 'Waiting for Invoice'.
It would be beneficial if we could configure the emails differently to allow an alternative trigger eg the activation date.
This would eliminate the current considerable delays between the ebook being available and the sending of the email.41 votes -
"Acquisition method"
When creating a "PO Line" would it be possible in the "PO Line Summary" tab to move the "PO Line details" from near the bottom to the top as it actually makes more sense to select the "Acquisition Method" first as it dictates what fields you need to fill in, e.g. "Legal Deposit" means "Pricing" and "Funding" etc. become inactive and are no longer required fields. I know if you use a template it doesn't matter because you it populates that field for you but in terms of workflow it seems backwards.
Thanks :)
15 votes -
Ability to assign Renewals.
In the same way POLs or Purchase Requests in review can be assigned. This will give us that ability to assign subscription renewals to selectors/budget holders for approval.
14 votes -
Ability to remove Associated PO Lines from a POL
If we add a POL # to the Additional section of a POL > Associated PO Lines and then discover that it was incorrect we are not able to remove it. We can change it but not remove it.
We would like to be able to remove the Associated PO Lines if we find that we have made a mistake
27 votes -
Change Financial Year dates after they have been set
It doesn't look as if it is possible to change the start and finish dates of any financial year in Acquisitions Configuration > Fund And Ledger Fiscal Period table mapping tables once the year has been created, unless it is deleted completely.
Can it be made possible for the start and (in particular) the end dates to be edited having already been set and saved, if so required?
Being able to do this would be of particular benefit around the time of a financial year rollover, especially if an institution cannot be certain that all financial transactions for the outgoing…
17 votes -
Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices
We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.
14 votes -
Retain Data in Interface Records
We really like the multiple tabs on interface records that allow us to record different admin logins and statistical information.
Publisher and vendor changes happen pretty frequently in our environment and we foresee needing to move interfaces from one vendor to another on occasion.
We just found out the hard way that when an interface is deleted from a vendor record and then added to another vendor record all the information that was in the various interface tabs gets wiped out. Can something be done to preserve the information that was hand keyed into the interface tabs?”56 votes -
Ability to link to single interface records from vendor record
At the moment, when you link to an interface from a vendor record in Alma the interface record cannot be linked to one that has already been set up. For example, if you have Vendor A and link it to Interface X you cannot also link Vendor B to Interface X. You are also unable to have two interfaces with the same name. This is required in situations where we have multiple vendors for the one interface. For example, SAGE journals are acquired directly through SAGE but the ebooks are acquired through iGroup. In this case we would like to…
94 votes
Anonymous
responded
Submitted by Ex Libris PM on behalf of our customers
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