Alma

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  1. Add Call Number to EDI fulfilment shelf-ready order response

    The EDI fulfilment functionality (shelf ready order responses) in Alma does not handle Call Number (classmark). Suppliers are sending call number information in standard GIR segments LCL and LFS in the EDI file, so Alma should be able to import these and populate the order record automatically in the same way as Barcode. This is a key requirement in our opinion because without it, manual intervention is still required for every order.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  2. Add Reporting Codes to Invoices

    Reporting Codes can be applied to POLs only. This limits their usability to, for instance, track actual expenditures vs. proposed costs, or to split out expenses on an item among multiple programs or funds (which can be done with multiple invoices). Allowing Reporting codes, or some similar code, to be applied to Invoices would add a great deal of flexibility and utility to an already good idea.

    5 votes
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  3. Electronic Collection Type - One Time

    Here the scenario. I use a B3Kat package title record per profile "Titelübernahme aus dem B3Kat". Then I create via MD editor a PO line for "Electronic Collection - One Time". The field "Electronic Collection type" include the value "Database". We would like to configure the standard value for new records.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  4. Percentage load on vendor/order records

    On the screen for Vendor account details: Develop a data field entitled Overheads, with an input box that can take a percentage. This percentage indicates the percentage with which the value of each order linked to the vendor should be loaded automatically, with an override facility on the order record.

    On the screen for creating a PO Line: Develop a data field entitled Overheads, with an input box that can take a percentage. This field should be populated automatically from the Overheads field on the associated vendor record, loading the value of the order with the percentage, with an override…

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  5. 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
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  6. Accrual mode

    When creating invoices, the Accrual mode checkbox should by default be unchecked

    1 vote
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    1 comment  ·  Acquisitions  ·  Admin →
  7. Information about the "Interested Users" in the List "Electronic Resource Activation Task List" is needed

    To work with the "Interested User"-Functionality in the context of Electronic Resources we need the Information about the "Interested Users" in the List "Electronic Resource Activation Task List" in a seperate column.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  8. Delete PO Notes - from closed PO Lines

    Provide the function to delete specific Notes in PO Lines, when mistakes are found.

    2 votes
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  9. PO Templates: allow anyone to delete

    Right now a PO template can only be deleted by the person who created it. We have a number of templates sitting in our list that were created as tests when we first adopted Alma. We can't delete them because we don't know who made them, and it's possible that the creator no longer works at our institution.

    We don't see why public templates require this level of protection; if someone is concerned about a template being deleted, they can make it private.

    We would like the ability to clean up our template list so it can actually be an…

    3 votes
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  10. Include the ISBN/ISSN dropdown box in 'Other Service' PO lines

    We regularly need to order additional copies of ebooks, for example, if credits run out. If we are getting these from the same supplier, we don't want to create a duplicate portfolio, so we want to add an order without creating inventory. Using the order type 'Other Service' would be ideal, however there is no option to include the ISBN in the order, which vendors depend on for identifying the order via EDI. It would be great if this function could be added to 'Other Service' orders.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  11. description

    There isn't a possibility to configure the display of a journal's 'Description'. It is possible to edit templates in MD editor to configure which subfields will be displayed, however the display order of these fields is NOT configurable.

    We need a configuration possibility for journal's 'Description'.

    3 votes
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  12. Filter Acquisitions POL sets by fiscal period

    Manage Sets is useful for quick lists of orderlines but it's not possible to filter by fiscal period. This results in large sets which take a long time to display and then need to be filtered offline in Excel.

    Adding a new filter of fiscal period in Acquisitions Manage Sets could help reduce the load on Alma and produce more relevant sets.

    13 votes
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  13. vendor

    PO Line - Communications

    It is not possible to add all order communications with the vendor into one tab "Communications". All communcations that's starts from the vendor can not register here, only the communications that's starts from the library.
    It is not possible to select a communication type that's not sending a email to a vendor in the communication tab.
    It is very important for us that the chronology of communications is saved in one tab and not in many tabs.

    5 votes
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  14. Purchase Request suggestions


    1. An extra field for an interested user other than the requester

    2. More mandatory fields (with red asterisk): Funds, Owning Library, Estimated Price

    6 votes
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  15. Run a report of items by fund code in Analytics

    A colleague wanted to know the usage stats for books he had purchased over a certain period of time. This would have been easiest by running a report including items, his fund code, and the relevant fiscal years. This is currently not possible - Dewey range reports inevitably miss some titles.

    Can the Funds Expenditure and Physical Items SAs be made compatible?

    8 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  16. Send claims for journal issues for providers without EDI

    We have a lot of journal providers for our legal deposit. As they may be associations or other small institution, they don't work with EDI.
    Quite often, we don't receive issues. So we want to send them claims. But these are not sent automatically in Alma for subscriptions.
    We suggest Alma sends claims for issues that haven't been received to the e-mail address defined for the provider (vendor), taking into account the claiming grace period.

    9 votes
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  17. Allow Material Supplier, List Price, ISBN and Fund to save when saving orders that have not been sent

    If you are interrupted when creating a PO line, either because you are disturbed or because there are insufficient funds in the budget, Alma saves the information you have already put in. At the moment, it saves the PO line itself but removes the ‘Material supplier’, the ‘List price’ and the ‘Fund’, so that I’m starting off worse than from scratch because two of those three things are already included on my template when I create a PO line anew. If I change the ISBN, this also reverts back when a PO line is saved, and the Reporting Code also…

    2 votes
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  18. 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.

    12 votes
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  19. Option for whether or not to carry forward Funds and Ledgers in a rollover

    This concerns the Financial Year Rollover rules for rolling over the Funds and Ledgers.

    It has become evident after each annual rollover we perform that these rules are carried forward to the new Fiscal Period in their entirety, without any option not to.

    This is frustrating for us, because as an institution we set our expenditure limits on a fund by fund basis. However, we appreciate that this may not be the case for other institutions.

    As such, would it please be possible to press for an additional option applied to the rollover job for Funds and Ledgers, whereby we…

    2 votes
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  20. Sort option required for Vendor Account in Vendor Details > Invoice tab

    When navigating to a Vendor record and clicking on the Invoice tab, it's immediately apparent that one can sort several columns in ascending/descending alphabetic or numeric order:


    • Invoice

    • Date

    • Creation From

    • Creation Date

    • Last Updated Date

    • of Lines


    • Total Price

    The one column that seems to be missing the up/down arrows that would facilitate sorting is Vendor Account. Why is this?

    We'd like to request that sorting is applied to this column as well. Staff find it odd to have to download all invoices into a spreadsheet and then sort according to this criterion, but not have to do so…

    2 votes
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