Alma

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  1. 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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  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. Trials : when a participant reopens a survey form, the replys already submitted should display

    At the moment, when a participant reopens a survey form he already submitted, all the answers are empty.
    If he fills in again the survey form, at the end, when submitting his answers the second time, a warning message displays (do you want to submit again ?)
    We consider that this warning is too late in the workflow.

    So our request is : when a trial participant has filled in a survey form, if he reopens the same survey form later, this one should display the answers already submitted.

    10 votes
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  8. 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.

    9 votes
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  9. Accrual Accounting>Add Ability to Manually Edit Accrual Amounts

    Alma calculates accrual percentages based on days, while we have always calculated the percentages/amounts based on months. That creates problems when we manually calculate an invoice outside of Alma, and then try to re-create it in Alma. We have had instances in which we have different amounts in Alma and with our business office as we could not enter the amounts manually in Alma. It would be really helpful to be able to manually edit amount fields for both fiscal years.

    As another example, a 50/50 split of an odd number, e.g. 49.87 requires one year to be 24.93 and…

    12 votes
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  10. POL access service subscription & other service subscription -> add expected activation date

    In two POL subscription type, the expected activation date is missing :
    access service subscription & other service subscription.
    Thank you to add the field "expected activation date" into these 2 POL templates.

    19 votes
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  11. Link to edit POL when a purchase request is approved

    When a purchase request is approved, a pop-up appears with a confirmation message and a link to the POL that has been created. This link only allows you to visualize the POL.
    It would save time if it was an edit link of the POL or that from the display there would be a button to edit the POL.

    A video is attached

    8 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  12. 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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    0 comments  ·  Acquisitions  ·  Admin →
  13. Displaying the "Requester Notes" from Purchase Requests in the list of Purchase Requests

    In the Purchase Request List you can't see the "Requester Note" for a Purchase Request. In many cases there are very helpful information for managing the Requests. So it would be great if you can see the information immediately.
    If the Note is very long, a mouse over with the text could be a solution.

    10 votes
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  14. 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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  15. Order Line Search

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

    10 votes
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  16. Enable configuring VAT on the purchase order line level

    Institutions should be able to enable configuring VAT on the purchase order line level so that it can be taken into account for encumbrance calculation. Having the VAT only configured at the invoice stage creates incorrect Fund Balance reports where Encumbered Balance is always underestimated and Available Balance always overestimated. A distinction between Inclusive and Exclusive VAT in the POL would be necessary.

    27 votes
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  17. Option to set over encumbrance or over expenditure as either an absolute amount or a percentage

    This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.

    We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.

    6 votes
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  18. Release Remaining Encumbrance and Accrual Accounting do not work together

    Colleagues

    For those of us that use accrual accounting, the inability to release remaining encumbrance causes difficulties in calculating expected expenditure as the fiscal period draws to a close.

    Ex Libris propose a workaround for this limitation (fault), article https://knowledge.exlibrisgroup.com/Alma/KnowledgeArticles/HowdoIbatchreleaseencumbrancesinAlma%3F.

    I would like to see full functionality within Alma, that enables these two features, Release Remaining Encumbrance and Accrual Accounting, work together, to ensure remaining in year encumbrances can be calculated accurately.

    Regards

    Wayne

    5 votes
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  19. Add a shortcut for the copyright character in the metadata editor.

    Add a shortcut for the copyright character in the metadata editor.

    2 votes
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  20. 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
    69 votes
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    1 comment  ·  Acquisitions  ·  Admin →
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