Alma

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  1. Copy POL data to new POL with different order line type

    We still experience issues when a POL is created with the 'wrong' POL type / inventory type (e.g., a print POL is created but e-inventory needs to be attached) - these 'incorrect' POLs must be deleted and recreated manually. There are other ideas out there to make POL types and architecture more flexible, such as this one:

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/10634154-allow-linking-po-lines-to-electronic-inventory-reg

    and Ex Libris has done some work on this, e.g.:

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/13876698-ability-to-change-purchase-type-order-line-type

    In the comments of that request, Ex Libris indicates that allowing the kind of flexibility to 'change' a POL order line type - or attach different types of inventory to it…

    14 votes
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  2. Purchase Requests options

    We would really like to be able to utilize Alma/Primo VE to its fullest potential, but one of the things lacking in the Purchase Request options is that there is no way to modify the fields or even add additional fields. We are needing at least two additional fields for us to be able to use the built-in functionality - a note field for special instructions (usually entered by faculty) and a level of priority (i.e., Rush or no rush - in the event this request is for a course reserve, it needs to be a priority, but there is…

    10 votes
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  3. Improve po_line_remove_interested_users_job

    The polineremoveinterestedusers job allows institutions to delete Interested Users from PO lines that have closed. However, there are many times when a PO line is closed before the item has left the department; consequently, running the polineremoveinterestedusers job means that interested users may be deleted before the item becomes available. Additionally, while the job removes the Interested Users from Alma, it does not remove the information from Analytics.

    We request that:
    A. Institutions have the ability to set a delay on the job based on the date the PO line was closed.…

    28 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  4. Reopening closed POLs should re-encumber funds

    Currently re-opening a closed POL doesn’t re-encumber the funds. The workaround for this is to delete the fund, save the change, then add the fund back and save again.

    When we brought this up with Ex Libris they advised this can't be done automatically, but that they would instead add a popup message advising the funds will need to be manually re-encumbered. This was supposed to be added in December 2016 release but we noticed some time later that it didn't eventuate (SalesForce case #00436654).

    It would save a lot of time if re-opening a closed POL automatically re-encumbered the…

    26 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  5. Ability to attach bibliographic record to CZ order

    The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.

    In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
    https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp(English)/020Acquisitions/020Purchasing/045Closing%2CReopening%2CandRelinking

    17 votes
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  6. 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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    1 comment  ·  Acquisitions  ·  Admin →
  7. 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.

    14 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  8. 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.

    7 votes
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  9. 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.

    28 votes
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  10. 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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    0 comments  ·  Acquisitions  ·  Admin →
  11. 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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    0 comments  ·  Acquisitions  ·  Admin →
  12. Fiscal close manager role with library scope

    We've 17 libraries and manage the funds independently. When rolls over ledger and PO lines, it is very easy to roll all ledgers instead of those in campus level. To avoid this problem, the Fiscal close manager role with library scope can restrict operators to process their controlled funds only.

    2 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  13. Can you put process type as a column in the received items list?

    It would be helpful to add Process Type in the Received Items List so we can see if an issue was claimed, or not published, etc.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  14. Allow the system to change formats for example Physical One time to Electronic One-time and vice versa.

    At the moment when you have created an order for a physical book, but then want to accept the e-book instead, the system does not allow you to change the format as it expects you to follow the workflow of the format you ordered in the first place.

    13 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  15. 'Additional PO Line' description

    When you have inventory that is connected to multiple PO Lines, it would be great to be able to see the description of the POL from within the inventory. Currently the additional POLs are listed but you can only see a PO Line number, and you need to click into each one to see the description.

    5 votes
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  16. “In Review” requests sorted by creation date

    In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.

    It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
    Another possibility would be that the librarian could select the type of ordering of the requests.

    14 votes
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  17. Copy subscription date range

    When adding an invoice line for a POL which has subscription date it would be useful if there was an option to copy the POL Subscription dates to the ‘Subscription Dates Range’ in the invoice line rather than having to enter it. Especially if there are multiple invoice lines it would speed up entering the data and avoid errors.

    24 votes
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  18. 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.

    89 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  19. 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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    1 comment  ·  Acquisitions  ·  Admin →
  20. 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.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
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