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189 results found

  1. Allow default filter settings in searches to be customised

    Dear creative minds,

    There are many search bars in ALMA that have default filter settings. Depending on personal preference and work tasks, the default is not always practical. Time and time again I need to change the filter settings to my particular preference or need. Not efficient in terms of mouse clicks and time!

    This issue is conspicuously time and click-consuming when one tries to add a closed PO line to a portfolio, collection or associate it to another PO line. The default filter is set to 'Active' PO lines, so closed PO lines will not be searched. One needs…

    3 votes
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  2. Add item policy to the summary tab in Acquisitions when placing an order

    It would be useful to have the library, physical location and item policy on the same page when creating an order. At the moment when ordering a print item we add the library and physical item location and then have to go back and click on the library to enter the item policy which creates an extra click.

    6 votes
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  3. Allow the rollover of a set of POLs or the results of an Alma Analytics query

    It would be nice to be able to roll just a set of of orders, not individual POLs, or specific types of POLs. In our case, we have two libraries that prefer to have their orders rolled over on encumbrance, and the remainder on expenditure plus an FPC factor. We tried doing this this year by separately rolling the specific library's ledger and then associated POLs, but it took days. I think the issue is that it is trying and failing to roll every other active POL, and then just failing on those that do not yet have active funds.…

    3 votes
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  4. Make the "License ID" visible in Alma

    My team was trying to investigate ways to make sets for a project regarding our licenses and thought using the License ID would be great, but it's frustrating since we can't even see what the License ID actually is unless you find it in an Analytics report and search for it. In Analytics, you can add a column to show the "License ID", but are unable to view that in Alma. I think if it's viewable in Analytics and it's also a searchable field in Alma, it would make sense to make it an option to view in Alma as…

    1 vote
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  5. Allow harvesting of reports with the non-standard SN:Total_Chapter_Request metric

    I noticed that some vendors - Taylor and Francis and Springer- are adding this non-standard metric - SN:TotalChapterRequest - to their TR Master Reports. These are 2 big vendors, and these TR master reports won't load into Alma with this nonstandard metric in them.. I was hoping there is a way to accommodate them and allow them to load.

    21 votes
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  6. 4 votes
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  7. Trial : request of a Trial viewer role

    There are 3 roles about Trials : administrator, operator and participant.
    But none gives access to the Trials and all information with only option to view (and not delete neither modify datas).
    A license viewer role exists in ALMA ; we request a similar Trial viewer role.

    28 votes
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  8. license

    Allow users to upload multiple vendor licenses and amendments at a time to ALMA

    1 vote
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  9. Linking of licence amendments back to the main licence.

    Licence records link really well to their amendments - from within the licence record there is an amendment tab and you can link straight through to the amendment.

    If you're looking at the amendment record the only way to get back to the base licence is from the search results screen by going to base instead of edit.

    It would be really good to have a base tab in the amendment record similar to the amendment tab that already exists in the base licence record.

    6 votes
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  10. Provide a way to select and download multiple usage reports under Vendor Details > Usage Data tab.

    I saw that the ability to select & delete multiple usage reports has been planned for development. Along with the ability to select & delete multiple usage reports, it would would be great to have the ability to select & download multiple files from the list of usage reports under the Vendor Details > Usage Data tab.

    1 vote
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  11. License Section Names

    I would like to be able to add my own license section names not just rearrange the order. The current names don't really match well with our agreements. In addition, there are other clauses that don't really fit under the only available sections. It really limits the usefulness of the license terms area.

    8 votes
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  12. Allow locally created options for SUSHI scheduling

    Options for SUSHI schedule are fairly limited. Different libraries have varying deadlines for statistics to be reported to administrators. It would be nice if libraries could add a personalized schedule to when SUSHI harvesting is accomplished, especially given the time lag between when it is run and when data is available in analytics, which can make manually running it impractical.

    3 votes
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  13. Add Vendor Reference ID to search index

    At present, we search Vendor Reference ID with the searching criteria of All. However, All does not provide a exact search result for the target Vendor Reference ID but for all the expressions part. Please consider adding Vendor Reference ID to the normal or advanced search criteria for PO Lines.

    1 vote
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  14. Possibility for turning off Auto-Assigning in task list when opening or editing an item without completing the task in the Alma Config.

    When working in several different task-lists in Alma, you are automatically assigned to any Item that you open and/or edit and exit out of without completing the task. This applies to items in the Purchase Request, Invoices (in Review) and Electronic Activation Task list and more.

    This may be perfectly logical for certain institutions' workflows, but for others it may be cumbersome to have this across all task lists.

    It would be great to have the ability to turn this auto-assigning on or off for the different task lists in the Alma Configuration so that people could open/edit and close…

    50 votes
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  15. Allow user to select ASCII (with) sort or Library sort (without) initial articles.

    Allow choice of schema for sorting any title list with or without the initial article. Right now my packing lists are sorted by title without the A, An, The.

    Receiving when the packing list is library sort and Alma is ASCII sort is highly confusing and requires lots of scrolling and paging back and forth.

    10 votes
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  16. 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.

    72 votes
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  17. Copy and modify a specific attribute value from its original value or from another attribute value

    hi, Copy and modify a specific attribute value from its original value or from another attribute value is commonly needed and will be helpful. For example, copy the fund expenditure for physical items to the corresponding inventory price in the physical items, which will be helpful for asset management.

    1 vote
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  18. 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.

    104 votes
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  19. POL and its communication must be sent to account provider email

    At the moment in ALMA, if a POL has a communication:
    • the POL is sent in a first notification to accound provider email
    • the communication (with its file attached) is sent in a second notification to provider email.
    This behavour is not logical and doesn't respond to our need.
    Our request : POL and communication (with files attached) must be sent to accound provider email in one notification.
    Thank you to support our request.

    14 votes
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  20. Purchase Requests: Create 'Archived' Tab?

    Purpose: Purchase Request Management. To retain complete request history, whether approved/ordered or rejected, in a group separate from new, not-yet-assigned requests.

    Controls needed: 'Archive' operation added to the Row Action Menu. Full ability to move archived requests out of the archived condition and back into the 'unassigned' state and condition, or to delete.

    22 votes
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