Alma

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  1. In "Purchase Requests": Permit re-linking request to a Portfolio.

    Purchase requesters are permitted to both 'Use existing record' AND choose 'Requested format' = 'Electronic'.

    Please add the possibility of re-linking to an E-Portfolio--not just to a bibliographic record.

    Beginning an e-purchase with a bib rather than a portfolio requires a lot of fiddling around after the fact to correct the record so the bib is not suppressed, or mis-indexed. And who knows what's happening under the hood.

    220 votes
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  2. Alma task lists: "Assign to me" and bulk actions

    In Alma task lists ...


    • Electronic resources - activation - unassigned (Electronic Resource Activation Task List)

    • Order Lines - review - unassigned (Purchase Order Lines in Review)

    • Invoices - review - unassigned (In Review Invoices)

    ... there is only a row action ("..." button) to start the "Assign to" dialog which opens a pop-up window where you can select a user. Our colleagues are not satisfied with this cumbersome assignment functionality.

    The missing functionalities are:
    (1) a one-click "Assign to me" button
    (2) a bulk functionality for "Assign to" and "Assign to me" (it is already possible to mark several…

    109 votes
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  3. Order lines - Simple / Advanced search: missing "PO line owner"

    Our colleagues are desperately missing the field "PO line owner" when searching for PO lines.

    In Simple search the field "PO line owner" is provided at least as an filter option in the results list.
    But the results list of the Advanced search does not provide filter options. :-(

    72 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  4. Batch deleting PO's

    There is currently no system job to delete PO's. These have to be done manually using the Acquisitions>Purchase Order>Delete PO function individually in ALMA.

    We have 1000's of old orders migrated from our legacy system that are no longer required. We also now only keep 7 years worth of orders in line with current financial practice and so would like to be able to set a job to batch delete at rollover into the new fiscal period.

    109 votes
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  5. Ability to store & track VPAT® documents

    As part of the procurement or licensing process, many libraries may request that a vendor provide a VPAT® (Voluntary Product Accessibility Template) in order to indicate their compliance with Section 508 of the US Rehabilitation Act. It would be desirable if functionality could be developed somewhere in Alma that would allow libraries to track & report whether/when a VPAT was requested and received, which VPAT version was used, and local notes related to accessibility testing.

    106 votes
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  6. Ability to edit "subscription from date", "subscription to date", and "additional information" fields on closed invoices

    For some institutions, this data did not migrate, and for others, there are invoice operator errors that need to be fixed. This is vital to subscription management. We need this.

    201 votes
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  7. Include Attachments Tab Data in XML Output of Invoice Export

    Currently, when you send invoices to your S/FTP server, only data from the Summary tab and Invoice Lines tab are included in the XML output.

    We would like the data from the Attachments tab to be included in the XML output as well for our upcoming integration with Workday. Workday requires a URL for the attached invoice and the Attachments tab is the place to store this.

    These data also do not appear to be available via the API. Adding these data to both places would be ideal.

    47 votes
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  8. Setting a pickup location for interested users

    It would be nice to set the pickup location as you do with requests. Currently the item goes to the "owning library" and the pickup is set there. We have Faculty that prefer different libraries for pickup so if a book is purchased but we allocated it to a Science Library but the faculty goes to a different library we can't set the pickup for that item.

    32 votes
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  9. Improved facets in Alma - Include/Exclude plus the ability to select multiple facets

    After searching in Alma, it would be great if we have the ability to further refine searching with facets that allow for the selection of multiple selections, as well as offering the ability to exclude or includes. For example, when searching a POL now, my facets for Status include In Review, Waiting for Renewal, Waiting for Manual Renewal, etc. I would like to either exclude two facets, or include 5 facets, but now I have to select one facet, review, then clear that facet and select the next one.

    3 votes
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  10. Add option "PO Line Type" in "Request attributes"

    We think the possibility to choose "Order Line Type" under "Request Attributes" would be helpful when editing a purchase request

    6 votes
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  11. Incoherent date in the “Date” column when the transaction type is “Expenditure”

    According to the developer, the expenditure date comes from the invoice date and always comes from it (see documentation at https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp(English)/020Acquisitions/030Invoicing/020Creating_Invoices).

    As you can see there, the calculation of the exchange rate is also done according to this date: "By default, Alma calculates the value of the transaction based on the exchange rate on the date specified in Invoice Date."

    Now we know where the date comes from when the type of transaction is “Expenditure”. However, in other types of transactions (transfer, allocation, encumbrance, etc.) the date that appears corresponds to the moment in which…

    25 votes
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  12. Automatic Hold Item check for its interested user

    Please make it possible that when a PO line has an interested user, its Hold Item gets checked automatically by using any of the following methods:

    1) the library's configuration change
    2) Import Profile setting
    3) Update PO line job

    This function is necessary for Patron-Driven Acquisitions which takes up most of our purchases. Now we manually open each PO line and tick the box one by one, which is one of the biggest hassles when there are hundreds of PO lines to review.

    74 votes
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  13. Seperate the price and currency in Item's inventory price

    The field Inventory price field in physical item contains price and currency while Alma copies price from POL to item.Please seperate the currency into anohter field and make sure the price field is numeric. In this way, the Inventory price field can be counted directly.

    20 votes
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  14. Copy of communications in the Attachments tab at POL level

    In each POL in the Attachments tab, the communications sent to the providers generated through a job are saved.
    It would be useful if manually generated communications from the Communications tab could also be viewed from the Attachments tab.

    10 votes
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  15. Update the Subscription dates range in batch for every invoice line on an invoice

    I would like to be able to update the subscription dates range in batch for every invoice line on an invoice, rather than having to open and enter the data manually for each line. I'm currently entering an invoice with over 60 lines, and the subscription dates are the same for every one of those lines. Even though I can click "this year" for each one, that's still a LOT of clicking.

    4 votes
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  16. Add more fields to the Update PO lines information & Update POLs Advanced jobs

    All fields of the POL should be something that can be updated by job.
    Some specific fields that it would be really helpful to have in the Update PO Lines Information or Update PO Lines Information Advanced jobs are:
    Subscription from/to dates
    Renewal date
    Cancellation Restriction checkbox & Cancellation Restriction Note
    While it might be possible to update these fields via the APIs, the permissions and skill level needed to use the APIs is much higher than to run jobs.

    7 votes
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  17. There should be a separate category for Transfers - along with Allocations and Expenditures.

    At the Fund level, there should be a separate category for Transfers. Right now, if a transfer is made, the allocation changes. There should be Original Allocation (the original amount, doesn't change), Transfers, Current Allocation (original plus Transfers) and Expenditures. It's important for me to know what the original allocation is. If the Transfers are not reflected, what is shown with only the Allocations and Expenditures gives a distorted picture of the money for that fund. You can get a break down of Allocations, Transfers and Expenditures in Analytics - why can't it be shown in the ledger?

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  18. Add a Description column in the Received Items List page

    Subject: Add a Description column in the Received Items List page

    As a Receiving operator, I would like to be able to see the description of the item I am receiving in the Received Items List page, without needing to click on Edit Inventory Item to navigate to the physical item editor.

    16 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  19. “Creating an invoice from PO” always sets the encumbrance to zero

    The use of the function “creating an invoice from PO” is essential for us. It saves a lot of work during invoice processing. The function always sets the encumbrance to zero, even if only a partial invoice has been recorded (for example: encumbrance: 300 Euro, partial invoice: 100 Euro -> disencumbrance: 300 Euro instead of 100 Euro).

    Ex Libris write: "This enhancement is already on the Alma Road Map but I can't provide a date now when this will be implemented."

    From our point of view, this is a mistake and should be corrected. A disencumbrance of the budget may…

    24 votes
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  20. zero dollar invoice line

    Zero-Dollar Invoice Line from No-Charge PO Lines?

    For subscriptions and standing orders--and in particular for memberships that are one price for 2 or more titles--it would be great to have the ability to include no-charge PO Lines on invoices alongside the membership line that carries the payment. This would keep the payment and the related titles in one place. Right now we have a bunch of no-charge titles that were 'invoiced' at $1.00, which affects the accuracy of our expenditures reporting. This is annoying now, but if Alma ever interfaces with our campus accounting system this will be a significant…

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
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