Alma
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45 results found
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Usage statistics Missing Data page should use different symbols
Currently in the Missing Data page, Alma uses the same red symbol to indicate Data not available for that month. When we investigated, some of them had error in connection so we had to contact the vendors to fix the problems. However, some of them actually worked fine, only there were no usage data available for the requested dates.
I am requesting ExL to use a different symbol to indicate no usage, otherwise everything else is fine. So at a glance at the Missing data page, we could easily explain which months have no usage, so nothing needs to be…
117 votesAs of March release the SUSHI harvest process contains new performance enhancements. Additionally, the Missing Data tab has been renamed to the Monthly Usage Data tab. The errors on this tab are now further refined to help you troubleshoot connection issues. The yellow icon indicates that the connection to the vendor was successful, but the vendor did not send any data. While the red icon indicates that the the vendor connection attempt was unsuccessful. The green icon indicates, as previously, that the usage report file was successfully uploaded.
For more information please see Alma Release Notes https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
8 votes
As of September release For institutions that purchase resources with a currency different than the default currency, and have agreements on specific exchange rates with their vendors, you can now define a fixed exchange rate in a new Explicit Exchange Rates code table . Any time a transaction is calculated, it will look for an exchange currency value here.
See: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Search PO Line by PO Line Note in Alma
Under Search for PO Line > Find:() >In:(), we would like to add the option to search Alma PO Line Notes Fields under the "In:" pull down menu .
This is so we can search our migrated data for codes we have installed on the "PO Line Item Notes", "Instructions to Vendor", "PO Note", and the "PO Instructions to Vendor " fields in Voyager records to easily verify the P2E process converted orders correctly.
165 votesThe existing "All" index was enhanced to search PO lines by their internal notes. Users can search by the full note description or perform a search by a partial description of the note content.
This enables Acquisitions staff to find specific PO lines by searching their notes. Internal notes can also be searched using the new dedicated Internal Notes search index.
for more information see Alma April Release Notes
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reporting code
Can secondary and tertiary reporting codes be added to both Analytics and "manage sets" in Alma?
6 votesDear colleagues: The secondary and tertiary reporting codes be added to both Analytics
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Add 'activation note' to purchase order screen for electronic orders
When ordering print material it is possible to add a 'receiving note' on the order screen. This note is visible on the receiving screen.
The same feature would be beneficial to the electronic ordering workflow: an 'activation note' available on the order screen which carries through to the activation screen.219 votes -
Include "Quantity for Pricing" in EDI for ebook POLs
It is currently not possible to send the correct quantity to the vendor via EDI. When EDI is sent for POLs of type "Electronic book - one time", the quantity field in the EDI is always 1, even if the Alma POL has a different Quantity for Pricing value. We often need to order multiple "copies" (i.e. sets of access credits or user licences) for an ebook, but only want 1 portfolio on Alma.
Please consider using the "quantity for pricing" in EDI for electronic - one time POLs.225 votesThe PO Line information is enhanced when sent with EDIs.
For more information, please refer to the Alma May release notes and online help.
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"Save and dismiss" button in "Manage EDI Tasks"
In the "Manage EDI Tasks", when using the "Update Expected Receipt Date" action, updating the date and clicking on "Save", it would be great the concerned line would automatically be removed from the list without having additionally to click on "Dismiss". A new function button like "Save and dismiss" would be helpful.
263 votes -
Improve claiming functionality for predicted items
Alma has the ability to update the expected date in the Print Journal subscription PO line incrementally based on the receiving date of the last item received, and the subscription interval provided. However, predicted items also contain expected dates, which remain the same, or become all the same if the PO line expected date is modified manually. This causes many PO lines to end up in the claims task list that do not belong there. Since the frequency is provided in the prediction pattern, the expected dates of the expected items should be "smarter" and update incrementally according to the…
47 votesPreviously if an item’s due date arrived and the item was not received, a claim letter was sent to the vendor. As of February release, if the next expected item also does not arrive, you can send an additional letter to the vendor which includes details for both items which did not arrive
For more information please see Alma Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Ability to change Purchase Type / Order Line Type after an item has been ordered
When ordering an item a purchase type must be selected to create a POL. It appears as Order Line Type in the POL after the item has been ordered. It would be nice to have the ability to change the Order Line Type within the POL instead of canceling an order and having to create a new one from scratch. An example would be having the ability of changing the order type Print Book - Standing Order to the order type Print Journal - Subscription within an item's POL.
190 votes -
Add subscription to and from dates to the invoice information that Alma exports
We believe it would be useful to include subscription to and from dates in the invoice information exported from Alma.
30 votesNew fields were added to invoice export to XML:
1. Subscription dates range
2.Additional information
Both fields were added under tag -
More PO line options for Create Purchase Request
Purchase Requests functionality is great idea (ACQUISITIONS --> Purchase Requests); unfortunately, the usefulness of this new feature is limited because it appears that it can only be used with certain PO Line Types (Print Book - One Time, Electronic Book - One Time; Print Journal - Subscription; Electronic Journal - Subscription). We cannot use the purchase requests workflow for physical media, for example, because there is no option for a requester to choose a "Citation type" that would map to a PO Line Type of Visual Material. We cannot use the purchase requests workflow for streaming media, because this is…
27 votesAs of March release you can select a material type for purchase requests in Alma. The field previously called Requested Format has been renamed to Material Type and moved to the Resource Information section.
The accompanying modifications for the Primo Purchase Request Form will be added in an upcoming release.
For more information please see Alma Release Notes at https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
POL cancelled
Cancelled POL and Tag Suppressed (Title)
On order items display to the public, the ordered item displays as "checked out" and the status is "On order until ...". However, when an order is cancelled for whatever reason, the display changes to "Check holdings" and a message regarding no physical resources... appears in the public display. This is rather disconcerting for the patrons - and staff.
As a Catalog manager, I am queried about such displays and then suppress the bibliographic record from Discovery.
I would like to request that when the POL status is changed to "cancelled" a message comes…1 voteOctober Release
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Approved Purchase Requests should NOT appear in My Task List
The purpose of the My Task List is to highlight and provide easy access to Tasks which are awaiting processing. Only InReview and new, unprocessed Purchase Requests should appear in the Task List.
Ex Libris Response: "After the request is approved (or rejected), it is moved automatically to the Unassigned tab (thus, populating the Tasks list) for reference purposes. Users with the Selector - Extended role can delete requests (e.g. from the Unassigned tab), this updating the counter in the Tasks list."
We maintain that this is a bug, not an enhancement request -- Ex Libris has not yet completed…
79 votesThe May 2018 Release includes the feature of having the tasks list (on the main menu bar) show only the purchase requests that require your attention—those in the In Review status. For more details see here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/The_Alma_User_Interface#Tasks_in_the_Task_List
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Increase the number of vendors available through the SUSHI module
There are many vendors that provide SUSHI setup information that are not certified for the Alma module (Factiva, Project MUSE, and Gale to name a few).
Work with these vendors who do offer SUSHI to get them working through Alma's SUSHI module.2 votes -
Add Academic Department as a field in Acquisitions
Many academic libraries need to keep track of spending by academic department. If spending is not allocated by academic department then it is needlessly cumbersome to track this through the fund structure. Although this could be tracked through the sole reporting code Alma offers, there are many other competing needs for that valuable real estate. It would be useful to many institutions to have a discrete academic department field for use in creating reports.
Alternatively, add a "reporting code 2" to acquisitions that could be used for a variety of purposes.
33 votes -
Add Reporting Codes to Invoices
Reporting Codes can be applied to POLs only. This limits their usability to, for instance, track actual expenditures vs. proposed costs, or to split out expenses on an item among multiple programs or funds (which can be done with multiple invoices). Allowing Reporting codes, or some similar code, to be applied to Invoices would add a great deal of flexibility and utility to an already good idea.
5 votesChanging this to completed.
On Nov. 12 2016 the following was put here in the Idea, stating that it is already possible to have reporting codes associated with invoice lines:Thank you for your suggestion ‘Add Reporting Codes to Invoices’ in which you state ‘Reporting Codes can be applied to POLs only’.
Please note that it already is possible to add Reporting Codes to Invoices. For each invoice line it is possible to add a reporting code.
This appears in the “Invoice line” screen below the “Quantity” field and above the “note” field.
You will see it when both adding a new invoice line and when editing an existing invoice line.
This is also present in the screenshot titled “Invoice Line Details Page – Create Invoice Manually” at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Acquisitions/030Invoicing/020Creating_Invoices
It is also described at the same page.
The invoice line reporting code is also part of the xsl which is… -
Allow overlap analysis between localized and Community Zone Collections
The most useful element of overlap analysis is to be able to compare the content of a resource you do not subscribe to, to one or more that you already do subscribe to. For example, if a library subscribes to Business Source Complete, and is considering an upgrade to Business Source Ultimate, it would be great if these two packages could be compared using Overlap Analysis, without having to localize or activate Business Source Ultimate. Ideally, comparing a single Community Zone collection that is not yet activated against a library's entire localized holdings would also be helpful.
1 vote -
Add NZ search to external search profile
Make it possible to easily (like with a single click) move from searching the repository to conducting the same search externally. Or even better make it possible to set up an external search profile that would search the Network Zone first then automatically search WorldCat by clicking on the other tab. The ability to easily search multiple locations without changing screens and repeating a search would streamline workflows and help discourage duplicate bibs in the network zone.
3 votesWhen using the Resource Management Search Resources option (previously Search External Resources), you can now include your Institution Zone and Network Zone (where applicable) in the search options. This is in addition to the Community Zone and external resources that you have configured for your system.
See Alma November Release Notes for more information
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes -
receiving note - sizable
It would be terrific if we could resize the Receiving Note field when we are editing, just as you can with the POL note fields.
5 votes -
Add field for administrators in license record
We would like to add a field called "administrator” in the Summary tab of the License. This field would preferably be connected to the user inventory in Alma and should be repeatable for as many administrators as we want. Often there is more than one person included in the negotiation of a license agreement. It would be of great help to have the names of these persons in the license record in Alma.
46 votesThe idea requested was implemented as part of Alma September release
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