Alma
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189 results found
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Link holdings when creating an order for an existing physical standing order.
Currently when a new order is created for an existing standing order, with "Assign inventory manually" checked, the user has to create the POL then exit before entering the supplier, price, fund code, and other information.
The POL then has to be linked to the holdings, which is an entirely separate process. Only when this is done can the necessary order information be entered.
Allowing the user to link to existing holdings as part of creating the order would make this a much more seamless process.1 vote -
Trials workflow : enable to fill in block "Analysis and Result" only from trials with In Analysis status
At the moment, it is possible to fill in the block "Analysis and result" in Summary tab at any time of the trial workflow. Even in an evaluation with Draft or Active status.
It doesn't make sens, does it ?
We would like to ask EXL to fix this and enable to fill in block "Analysis and Result" only from trials with In Analysis status.8 votes -
3 votes
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Hyperlink and give status of invoices that are listed under a particular vendor the same way they are when In Review or In Approval.
Invoices are currently hyperlinked when they are listed in a In Review or In Approval queue. Not so, when you are looking at invoices under a certain vendor, nor is their status indicated if they are In Review, In Approval, Waiting for Payment or Closed. When researching a certain vendors invoices, it is sometimes necessary to look at a number of invoices in a row, which is not currently possible, because you have to cut and past and when you look at one invoice and try to go back, it bumps you into a queue totally unrelated to your search…
3 votes -
Receiving note for electronic resources
It would be fantastic if a receiving note option was included for electronic resources as it is for print resources (a field which can be extracted for analytics). The current notes field can not be accessed via analytics and it is therefore difficult to track trends in usage, information about cohorts using different resources, reasons for purchasing, etc.
34 votes -
Activating Ebooks - moving the done button away from the delete button
Could you move the DONE button to the top of the list when activating ebooks? Having the DONE and DELETE buttons next to each other means it is easy to click on the wrong button by mistake.
1 vote -
The customer prefers the option of Manual packaging could be modified when the POL is on auto packaging or manual packaging status
The customer perfers the option of Manual packaging could be modified when the POL is on auto packaging or manual packaging status.
We have suggested the customer to cancel the POL then reopen it to change the status to in Review status, so they could modify the Manual packaging option. But the customer said it would be more convenient if the option could be modified directly before the POL was packaged.
7 votes -
Improve Secondary Reporting Code List Table Functionaility
We use the secondary reporting code table to list our selectors and tie their names to any selections they have made in Alma. Currently, we have around 35-40 selectors and we keep them alphabetized by last name, first name. The problem is when we go to create a new user the user is placed at the bottom of the column. We then have to manually click the row up one time until we get it in the position we want. Every arrow click also refreshes the page which can lead to 10-15 minutes of clicking to get a user to…
14 votes -
Duplicate licenses
When duplicating licences give the option to include the attachments. Sometimes we want the license to appear with a different name on different orders but still want the attachment to remain the same.
3 votes -
Add the ability to upload EDI files from FTP sites manually
Currently, Alma will only allow you to manually upload an EDI invoice file from a local folder. If you map an FTP site shortcut to your desktop and attempt to manually upload the EDI invoice file from that location, it will say there is an error. I have confimed that Alma does not currently support manual EDI invoice file uploading from ftp sites, only when you configure it to run automatically.
Import profiles support both processes, so it seems like this area of Alma should support both manual and automatic uploads from FTP sites as well.
15 votes -
Claim
When I place a claim, I add a receiving note that itemizes which issue I have claimed. I remove this receiving note when I have received the claim. It would be great if there was a way for me to automate a note when I have claimed an issue, and if the note could be automatically deleted after the issue has been received.
1 vote -
Adding PO lines when creating a licence
We would like the ability to link the license to a PO line in the license details. To open the PO line tab and add the PO here.
1 vote -
Combine "Close" and "Cancel" into one function.
We prefer to always "Close" instead of "Cancel" an order for several reasons. It would be really helpful, and less confusing, if the two options were merged into one and it always behaved like "Close".
The reasons we prefer "Close" include:
Most Print Journal-Subscription orders will still have print issues that need to be received after the liaison has decided to end a subscription. If the order is Closed these issues can still be received. If the order is Cancelled they cannot.
If an order is Closed it cannot be linked to an invoice unless you search for PO lines/titles…
2 votes -
Add EOD FILE Information and Alma Job number to POL Notes Tab
When a EOD is used it would be helpful if the EOD job information was added to the POL Notes tab within each pol file. Whenever I need to fix a EOD load issue I often have to sort through multiple loads to find the correct one. Having the file name and the Alma Job number on the notes tab would greatly speed up this process.
1 vote -
Save emails to and from Patrons for Requests
When we “Send query to requestor” as we Manage Purchase Requests in Alma, it would help greatly if our communication “query” would be saved under a communications tab for that request. This would create a history of actions related to that request. Currently, I can only put notes into the “requestor note” field of the request, and there is no other record of queries sent to the requestor for that request unless I copy the query to myself. Connecting email messages in my box to the Purchase requests in Alma, is not convenient. Is there a way to save this…
12 votes -
Stop POL lines closing from Receiving?
Currently when receiving an item back ordered item (ordered 4 but received 1) the process is you receive just the one and the invoice just the one item. But when the other 3 items have been received Alma is closing the POL once they have been received? This is causing issues as the Supervisor must then delete the invoice and unreceive the item and start again. After checking all the learning material and ex-Libris/Alma videos there is no way for a person to be doing this and the Pals from the area have even watched the whole process and it…
8 votes -
Make it easier to configure Alma vendor order letter. XML and Style sheets require to much background to quickly set up.
Provide a generic-simple Word letter for ordering that Acquisitions can customize by adding pertinent info to such as vendor name and address, title, price, terms, and the libraries contact info. The editing and testing of the current letter now is very cumbersome. Can you use a savable word document that allow you to copy and paste in a vendor's email and the basic info of the title to be purchases. Xml and style sheets are too time consuming and needs more software skills than many Acquisitions Department have access to. I just want to email an order to the vendor.…
1 vote -
POL load fiscal year
During import of POL, please add a field to load the fund's Fiscal Year/Period. This is necessary for running Acquisitions with Accrual Accounting enabled. Right now, according to development: "if the next Fiscal Period is active and the funds are valid then the Encumbrance will be made on the next FP. This is what is the expected behavior from Alma." I'm not sure why it's "expected" to always load POL into the most distant future year-- but regardless, I need the ability to load into a specific Fiscal Year. (This is different from running a Job on POL transactions, where…
1 vote -
Improve performance of Usage areas in Alma
The Usage sections of Alma are extremely slow. Please improve the overall performance of the Usage Data Loader, and especially the Missing Data Tab (which can take multiple minutes to load). Also, create a Usage search option in the general Alma search for such things as:
File Name
Vendor
Sushi Account
Upload Date
Uploading user
Subscriber
Status
Report type
Data Start Date
Data End Date
Vendor URLWe don't always want to use Analytics to find the answer to a simple question.
20 votes -
Search more than one POL at a time
The new feature of the october 2018 release made it possible to receive several POLs at once by selecting the desired POLs. We usually have a very large number of POLs and can't filter them by any more details. That makes finding the wanted POLs difficult.
We would like to be able to search for more than one POL at that point.32 votes
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