Alma

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  1. 建议alma在“run a job”的“Update PO Lines Information”的作业中,增加“订购开始日期、续订日期、续订提醒天数”这些操作项,从而实现对订单批添加这些字段信息

    鉴于现在在ALMA中下订的期刊订单,我们全部都需要给每一种期刊的订单人工去更新和填写续订字段的信息,
    工作量比较繁重。我的想法是建议alma在“run a job”的“Update PO Lines Information”的作业中,增加“订购开始日期、续订日期、续订提醒天数”这些操作项,从而实现对订单批添加这些字段信息(目前的“Update PO Lines Information”已经有“手工续订”这个选项可以批处理,增加剩下的字段应该可以实现)。

    3 votes
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  2. Apply Reporting Code from Encumbrance to Disencumbrance

    In a disencumbrance transaction, Alma does not apply the reporting code assigned to an encumbrance to the disencumbrance. Because we use the reporting codes as a part of funds allocation, this practice causes the disencumbrance to be ignored thus overreporting the encumbrance for the reporting code. Please apply the reporting code of the encumbrance being disencumbered to the transaction of the disencumbrance.

    1 vote
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  3. Eliminate the confirmation step when editing item records.

    The process of receiving journal items is unnecessarily slowed down by having to confirm every single edit. Clicking on "Save" should be enough to get the job done. Breaking out Receive as a separate step has already added a step to the process. Please consider any and all ways of reducing the amount of time spent looking at blue spinning circles. Thank you.

    9 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  4. Sort Invoice Lines by Description

    When viewing "Invoice Lines" in "Invoice Details" it would be highly useful to be able to sort invoice lines by Description A-Z. Currently you can only sort by Line no., Price/Total Price and Status.

    1 vote
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  5. PO Line for Standing Orders: Renewal field

    when creating a POL for a standing order, the Renewal field is required before the order can be saved/sent. But the whole point of a standing order is that I don't have to do anything to renew it; the vendor just keeps sending them. This should not be a required field; it's clogging up my renewals because I there is no action needed on my part.

    18 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  6. Validation check for outgoing vendor emails

    Please add a validation check for outgoing vendor emails. Otherwise a spelling mistake might go unnoticed.

    54 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  7. 'Release remaining encumbrance' Box To Be Ticked as Default

    When looking at manually created invoices it would be ideal if the 'release remaining encumbrance box' be ticked by default. It currently is left blank and we have to remember to tick it each time.

    13 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  8. 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:

    1. At fiscal rollover, the list price amount in the POL is replaced with the amount of the last fiscal year's expenditure.

    2. We run a job that changes the contents of the…

    52 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  9. 6 votes
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  10. Can ALMA give a warning msg when a duplicate barcode has been assigned?

    Sometimes duplicate barcodes can be assigned manually. Can ALMA give warnings?

    4 votes
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  11. Order bibs - get rid of 'brief bibs alert'

    Brief record alerts are configured for cataloging but acquistiions order bibs are always and intentionally 'brief' and we'd like to avoid those alerts. Can brief order bibs be defined separately from catalog bibs? If Catalogers want to retain alerts but acquisitions wants to prevent them we can't use the configuration to cut out the 'required' fields. Hence, is there a way to define at system level what an order bib consists of and stop the 'brief bib' messages we have to override.

    6 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  12. Vendor Interface > Contact Information > Email addresses

    The default display for Vendor Interface > Contact Information > Email addresses, does not include an option to display the "description" field on the main page. The fields available for display are: Preferred, email address, created by, creation date, and type.

    Since most correspondence with vendors and sales representatives happen by email now, it would be useful to be able to see the description on the main page without having to click on .... and Edit for each email listed to see who is the correct contact.
    Some email addresses do not contain the person's full name, and if you…

    21 votes
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  13. More order type options for Additional Orders

    We would like more order types to choose from when creating additional orders on a portfolio using the “Additional Order” button. Particularly, Electronic Book - One Time and Electronic Title - One Time.

    Currently there are only a limited number of order types available when creating an order via this method. This creates inefficiencies, because using the Additional Order button is the easiest, quickest and neatest way to create an additional order on a portfolio.

    An example of where this change would be helpful is when purchasing additional copies of a limited-user ebook. Because we don’t have the option of…

    94 votes
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  14. Add a SUSHI account column in the usage statistics missing data page

    Currently, a lot of publishers have chosen SilverChair as their platform, e.g. Duke University Press, Geological Society of America, American Medical Association, etc. Their COUNTER reports all have SilverChair as the platform. In the Alma Usage statistics Missing Data page, their harvesting are all together under SilverChair. One day, when one or more of the publishers have problem harvesting, we would not know just by looking at the Missing Data page, because other publishers may have harvested data under SilverChair.

    Requesting Ex Libris to add a SUSHI account column so usage data with the same platform will be differentiated by…

    10 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  15. Add a Notes field to SUSHI accounts

    We would like to see a Note field in the SUSHI account area. There are situations where a SUSHI account is set up but Inactive, and it would be nice to have a field where we can describe the situation.

    For example, Taylor & Francis Ebooks. It's a new platform (Nov 2017) and Ex Libris has added them to their list of SUSHI vendors. However, I've contacted the publisher and their SUSHI isn't quite ready yet. It would be nice to have a field right in the SUSHI settings where I could note that.

    Thanks,
    Naomi Maendel
    University of Manitoba …

    20 votes
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  16. 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.

    40 votes
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  17. Automated order claiming

    We need a solution for order claiming that works automatically for this for groups
    - one time orders
    - subscription orders
    - standing orders
    - online resource orders.

    Workflow:

    a) The expected receipt date/expected activation date in the order/item/portfolio is reached.
    b) Alma must send an claim to the vendor.
    c) Alma changes the expected delivery date/expected activation date automatically by taking the information from the vendor-account (date of day plus expected receipt after ordering (days)/date of day+expected activation after ordering (days)).
    d) A reminder in the task list is not necessary.

    Details for the four groups see attachment please.

    18 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  18. 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.

    35 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  19. Manage Multiyear Licenses for Electronic Resources in a POL

    Hi,

    It is common for libraries to sign multi-year price lock deals for e-resources (databases, journals, etc). Currently, we are keeping track of this information as "Notes" which is hard for us to follow since "Notes" used for other purposes. Also, we need to update the "List price" accordingly before we proceed with a renewal /invoice payment.

    Would it be feasible to have a POL type that is catered for multi-year deals. I was somewhat inspired by the new feature in the Jan'18 release that is meant to record multiyear licenses in a Network Zone. A similar feature in the…

    12 votes
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  20. 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.…

    66 votes
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    1 comment  ·  Acquisitions  ·  Admin →
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