Alma

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  1. 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
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    0 comments  ·  Acquisitions  ·  Admin →
  2. 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.

    4 votes
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  3. Preset item policy for subscription PO Lines

    Having the ability to set an item policy for a subscription PO Line would save time and trouble. Currently, when a serials item is received (checked in), one must go into the individual item record to set the item policy. Too many clicks. Also, if someone else is checking in serials, they might forget about this additional step. If someone tries to check out an item, will the person at circulation know that it is in-library use only, 3-day use or 14-day use?

    8 votes
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  4. Add ability to include non-numerical characters as part of search for invoices

    My apologies if someone has already posted this...

    Please add the option to include non-numerical characters as parts of searches of invoices, for example when receiving items. Alma gives the option to receive new material as part of invoice creation, and automatically populates the Invoice number on the Receive New Material screen. However, if any non-numerical characters are included as part of the invoice number, no items are found. Items associated with an invoice can't be searched for until all non-numeric characters are stripped from the Invoice number.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  5. 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
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    0 comments  ·  Acquisitions  ·  Admin →
  6. Communications in cancelled POL

    Alma offers the possibility of sending communications to the vendors at the POL level. While the POL is active, you can see both the communications made and their content in the POL Communications tab. However, when the POL is canceled, the content of the communications cannot be displayed in Alma.

    Knowing the content of the communications, especially in POLs that are canceled, is necessary to know the reasons for the cancellation.
    We propose that the content of the communications be seen in Alma not only when the POL is active, but that it be viewed independently of the POL Status.

    14 votes
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  7. Add "This Fiscal Year" to options for subscription dates range in Invoice Line Details

    Add "This Fiscal Year" to options for subscription dates range in Invoice Line Details. "This Year" is very helpful for many subscriptions, but "This Fiscal Year" would be a great shortcut and reduce the work involved with using "Custom Range."

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  8. Separate amount and its currency into two columns when exporting to excel

    In the pages of Funds and Ledgers, we would propose to separate amount and its currency into two columns when exporting the file, which would be easy to perform calculations in excel.

    12 votes
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  9. 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." This doesn't make sense-- but regardless, I need the ability to load into a specific Fiscal Year. (This is different from running a Job on POL transactions, where I'm required to select the fund & year combination before proceeding)

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  10. Replicate Voyager Alternate Vendor Search Names

    The ExLibris Voyager product allows for alternate vendor search names.

    These are extremely useful for several instances:
    1) DBA - Bob Smith dba Susan Jones Book Services
    Would like to search for both "Bob Smith" and "Susan Jones" in Vendors
    2) Company name changes - Yankee Book Peddler -> YBP -> GOBI Solutions...
    Especially helpful with a swath of generational employees who may refer to a vendor using a name that is 5, 10 or 20 years old
    3) Abbreviations - Lib. of Congress vs. Library of Congress. Or... ARL vs. Association of Research Libraries. Or... ALA vs. American Library…

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


    1. 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.


    2. If an order is Closed it cannot be linked to an invoice unless you search for PO lines/titles…

    3 votes
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  12. Un-receive option for items not in-department with interested users.

    Current un-receive functionality is restricted to items which are still in department and having no interested users. It would be very helpful to have un-receive available without these two conditions attached.

    14 votes
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  13. Replicate the "view vendor" link for invoices

    Currently there is a link to view vendor next to the material supplier field when editing a POL. One can click on it, be taken to the vendor to confirm you have the correct one or be sure that necessary information is in the vendor record. Once you save or cancel, you are returned to the order being edited without loss of data. Please add the same "view vendor" link when creating, editing, or approving invoices. In particular, approvers need to ensure that the vendor payment address matches the address on the invoice and currently one has to either open…

    5 votes
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  14. 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.

    187 votes
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  15. 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.

    70 votes
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  16. MIT Press ebooks

    We would like to be created a new target in SFX KB for the objects (ebooks) included in the file attached (MIT Press Philosophy collection).
    The access that will should be created is from the site of the publisher MIT PRESS https://direct.mit.edu/, not of the vendors.
    Thank you.
    Carla Savarè

    40 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  17. Generate Feedback Message with Link to E-Resource Activation Task

    When creating an e-activation task for an electronic inventory item directly from the portfolio or collection, the feedback message contains only an informational message that the task was completed but does not contain a link to the task on the E-Resource Activation Task List. We would like to see a feedback message that would include a direct link to the task so that the user can then handle the task (for example, assign the task to themselves or to others.)

    We would also like to see a feedback message containing a link to the newly created task when submitting an…

    32 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  18. Move multiple PO lines.

    PO lines on a bib record can only be moved one by one using the "Change Bib Reference" tool. When there are multiple PO lines, sometimes twenty or more, this can be a slow, tedious process. It would be helpful to be able to select multiple lines and link them to a new record all at once.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  19. Auto update to Resource Locate Status

    When we purchase a material thought the request from Leganto, after the item is delivered and processed by Library, the Resources Locate Status is still "Resource Located" but not "Check Availability", it is necessary to make the Alma update automatically.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  20. Auto refresh function for the total price of a PO

    The customer of 86THU would like the total price of a PO could be updated automatically when the POLs were added or removed before clicking the Save button. For example, if you sum up some numbers in Excel, the total will be updated in real-time when you add or remove any numbers.

    Case number: 00681105

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
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