Alma

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  1. Add more fields to the Update PO lines information & Update POLs Advanced jobs

    All fields of the POL should be something that can be updated by job.
    Some specific fields that it would be really helpful to have in the Update PO Lines Information or Update PO Lines Information Advanced jobs are:
    Subscription from/to dates
    Renewal date
    Cancellation Restriction checkbox & Cancellation Restriction Note
    While it might be possible to update these fields via the APIs, the permissions and skill level needed to use the APIs is much higher than to run jobs.

    7 votes
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  2. There should be a separate category for Transfers - along with Allocations and Expenditures.

    At the Fund level, there should be a separate category for Transfers. Right now, if a transfer is made, the allocation changes. There should be Original Allocation (the original amount, doesn't change), Transfers, Current Allocation (original plus Transfers) and Expenditures. It's important for me to know what the original allocation is. If the Transfers are not reflected, what is shown with only the Allocations and Expenditures gives a distorted picture of the money for that fund. You can get a break down of Allocations, Transfers and Expenditures in Analytics - why can't it be shown in the ledger?

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  3. Add a Description column in the Received Items List page

    Subject: Add a Description column in the Received Items List page

    As a Receiving operator, I would like to be able to see the description of the item I am receiving in the Received Items List page, without needing to click on Edit Inventory Item to navigate to the physical item editor.

    16 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  4. “Creating an invoice from PO” always sets the encumbrance to zero

    The use of the function “creating an invoice from PO” is essential for us. It saves a lot of work during invoice processing. The function always sets the encumbrance to zero, even if only a partial invoice has been recorded (for example: encumbrance: 300 Euro, partial invoice: 100 Euro -> disencumbrance: 300 Euro instead of 100 Euro).

    Ex Libris write: "This enhancement is already on the Alma Road Map but I can't provide a date now when this will be implemented."

    From our point of view, this is a mistake and should be corrected. A disencumbrance of the budget may…

    24 votes
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  5. zero dollar invoice line

    Zero-Dollar Invoice Line from No-Charge PO Lines?

    For subscriptions and standing orders--and in particular for memberships that are one price for 2 or more titles--it would be great to have the ability to include no-charge PO Lines on invoices alongside the membership line that carries the payment. This would keep the payment and the related titles in one place. Right now we have a bunch of no-charge titles that were 'invoiced' at $1.00, which affects the accuracy of our expenditures reporting. This is annoying now, but if Alma ever interfaces with our campus accounting system this will be a significant…

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  6. Add item policy column to Received Items List

    When receipting books, one of the checks we make is the Item Policy. All our other checks (Shelf mark, location, barcode etc.) are on the Received Items List page, but when we go to check the item policy, the column is not there. We have to go into each one individually to check the item policy.
    I tried looking in the 'Manage column display' option, but the item policy column is not listed there. Please could it be added in?

    12 votes
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  7. 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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    1 comment  ·  Acquisitions  ·  Admin →
  8. Receiving items without creating a barcode by location

    We have a location for our current periodicals. We check in a current issues here but will normally not add a barcode to these item records. We looked for a way to set this location to not ask about creating a new item without a barcode. We found a seeting in Acquisitions -> Receiving Department Validations, which can be set as not check if item has a barcode. But it will remove barcode validation from ALL locations.

    That is not what we need. I would want to make sure that books being received get barcode validation and bound periodicals as…

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  9. Possibility for turning off Auto-Assigning in task list when opening or editing an item without completing the task in the Alma Config.

    When working in several different task-lists in Alma, you are automatically assigned to any Item that you open and/or edit and exit out of without completing the task. This applies to items in the Purchase Request, Invoices (in Review) and Electronic Activation Task list and more.

    This may be perfectly logical for certain institutions' workflows, but for others it may be cumbersome to have this across all task lists.

    It would be great to have the ability to turn this auto-assigning on or off for the different task lists in the Alma Configuration so that people could open/edit and close…

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  10. Add Additional Fields to the Create Purchase Request Form

    We have access services library staff who create purchase requests for items to place on reserve as well as requests from students and faculty. It would be very helpful to Acquisitions staff to have a few additional fields/enhancements on the Create Purchase Request form:


    1. Add a Receiving Note to the form - we add reserve information to the receiving note so that the staff member receiving the item sees that the item is for reserves. Checking the notes tab is an extra step and the note could easily be missed.


    2. Requester field. The requester automatically becomes an interested user, but…

    6 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  11. 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 →
  12. Purchase Requests: Create 'Archived' Tab?

    Purpose: Purchase Request Management. To retain complete request history, whether approved/ordered or rejected, in a group separate from new, not-yet-assigned requests.

    Controls needed: 'Archive' operation added to the Row Action Menu. Full ability to move archived requests out of the archived condition and back into the 'unassigned' state and condition, or to delete.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  13. 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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  14. purchase request portfolio search

    Permit display of requested format in Purchase Request 'browse' view.

    1 vote
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    1 comment  ·  Acquisitions  ·  Admin →
  15. Activation Status to show on additional POLs

    When the need arises to do an additional POL on an electronic title, we would like to see the activation status on the additional POL. An example: Ordering a second copy of an ebook

    1 vote
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    1 comment  ·  Acquisitions  ·  Admin →
  16. Add "PO Line Owner" as a input parameter for Purchase/Invoice Review Rules

    Would like to be able to use "PO Line Owner" as a input parameter for Purchase & Invoice Review Rules, so that the rule could be applied by location, rather than just vendor

    6 votes
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  17. Vendor Account: Display Payment Method

    Within Vendor Records allow for the option to display the selected account payment methods without having to edit the account.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  18. Trials set up on one portfolio : survey form > portfolios tab -> only this single portfolio should display

    At the moment, when we set up a trial on one portfolio included in the collection X, if participants display the Portfolio tab of the survey form, all the portfolios of the collection X appear. What is very confusing for participants.

    Our resquest is : when we set up a trial on one portfolio, only this single portfolio should display in the portfolios tab of the survey form

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  19. Payment integration - Supporting the import of detailed line payment information to a finance system

    Currently only the total amount paid for fines etc. can be imported to our Finance System. Can the ability to identify and import various payment types & amounts be developed. This would allow us to match payments to differing fundcodes on our finance system. Further supporting the idea of moving to cashless

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  20. 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.

    17 votes
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