Alma

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  1. 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.

    1 vote
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  2. Add platform filter to the "Missing Data"

    The "Missing Data" tab under the Load Usage Data section should have a filter for platform. As I set up more usage reports and as I want to check and make sure all the data came through, it has become more difficult to find the rows that I want to review. A filter for platform will help.

    Thank you!

    2 votes
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  3. Order Line Search

    Enhance the search capabilities for POLs to include OR logic. Also, include fiscal period as a search parameter.

    18 votes
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  4. PO Line and invoice attachments: Upload/View/Edit/Delete - additional user roles needed

    It is possible to upload attachments to a PO Line or an invoice. These attachements can be viewed, edited and deleted as well.

    In case of using Alma as (the only) data storage for e.g. invoice PDFs, it is very important that attachments can be deleted only by specially privileged staff users. Deletion might be necessery e.g. because of erroneous uploads.

    Looking into the 'Roles Reports' shows that there is no 'Delete' option listed (so Edit means also Delete):

    Purchasing Operator / Purchasing Manager


    • polineattachments.xml ... View Edit

    • po_attachments.xml ... Edit

    • invoiceattachmentstab.xml ... View

    • poline
    87 votes
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  5. 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…

    5 votes
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  6. 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
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  7. Acquisition Renewals for NZ e-collections

    We would like the ability to renew a shared e-collection.
    The new FY year price would be displayed in the negotiated license and then a renew button would be available. the library would see the new FY cost and then renew or cancel that subscription.
    Then this renewal or cancel would notify the NZ administrator.
    (similar to the functionality in ConsortiaManager).

    0 votes
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  8. Enable purchase requests from Edit Citations page in Alma

    It would streamline workflows where it's decided additional copies are required for stock if a purchase request could be made from the Edit Citations page within Alma. At the moment requests can only be placed to move or digitise the content.

    6 votes
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  9. 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
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  10. Update details of multiple SUSHI accounts at once

    Currently to make changes to a SUSHI account you must do each account individually. This means if some detail of our SUSHI credentials changes for a vendor we have to manually make that change on each SUSHI account we have set up for that vendor, which could be 8+ accounts.

    It would be really good if we could select multiple SUSHI accounts and then make a change across all of them, e.g. updating the URL or RequestorID etc.

    5 votes
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  11. don't mark zero usage SUSHI reports as invalid

    When SUSHI harvests a report that has no usage for the selected dates, it is labeled as invalid. This is misleading. As long as all the correct headings for the report are in place, the report should be considered valid.

    30 votes
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  12. Please allow adding multiple sequences with numeric prefix.

    Now only one sequence with numeric prefix is allowed; if I want to add multiple sequences with numeric prefix, I have to add a random alphabetic prefix and then remove it. Please allow adding multiple sequences with numeric prefix.

    3 votes
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  13. Allow a default setting for "Assign Inventory Manually".

    When several orders for items with existing holdings are being created it would be helpful to be able to have "Assign inventory manually" automatically checked.
    This most often occurs with serials when new orders are being created because of a vendor change. We close the old PO in order to preserve the history and create a new one with the new vendor.

    0 votes
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  14. Expand ONIX-PL import to all default values in Alma.

    For ONIX-PL to actually save time, more variables has to be supported.
    We suggest that all default fields in Alma, and language for Text and Data mining are included in the import file.

    97 votes
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  15. Purchase order line details (subscriptions)

    Under the note tab gets filled up with "The PO Line has renewed automatically on (renewal date) by the system" as each year passes. This note should be in the history tab. The note field should be about important information pertaining to the subscription only.

    1 vote
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  16. Expand the options for rolling over different types of PO Lines differently

    We would like to be able to differentiate how print and electronic POLs roll over.
    If either of the following could be done to address this, it would be great.
    Expand the roll over only certain types POLs list from
    One Time
    Continuous
    Standing Order
    To the full list of POL types, or at least to factor in print vs electronic.

    OR, alter the option to roll a single POL over to instead let you roll over the POLs in a public set.

    6 votes
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  17. 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
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  18. 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 URL

    We don't always want to use Analytics to find the answer to a simple question.

    22 votes
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  19. 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.

    21 votes
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  20. the closed pol cannot be modified

    Currently the POLs could be modified even if the status is closed. In order to prevent the mistake we wish that the closed pol can not be modified and have a view function for the closed POLs.

    2 votes
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