Alma

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  1. 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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  2. Display PO-Line owner in "Manage EDI Tasks"

    I would like to suggest to add a column in the Manage EDI Tasks List for PO-Line owner. That would give the option to sort the List by PO-Line owning Library.

    248 votes
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  3. Make invoice lines "Ready" in bulk.

    EDI invoices load lines with the status "In Review". These can be checked against the invoice copy in the Invoice Details tab, but making them "Ready" requires clicking the ellipsis then "Edit" then "Save".
    This has to be done manually for each line which significantly slows the process of getting the invoice paid. There needs to be a way to select all invoice lines and make them ready at one time.
    Other libraries may get larger or smaller invoices but in any given week we usually get EDI invoices with a hundred or more lines.

    4 votes
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  4. add next year as option in serials subscription date range picker

    As many serials subscription ranges begin with the next calendar year, add NEXT YEAR as an option in the Subscription Date Range date picker. NEXT YEAR would start 1/1/[NEXTCALENDARYEAR] and end 12/31/[NEXTCALENDARYEAR].

    9 votes
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  5. Re-assign a SUSHI 5 account

    Suppose you assign a COUNTER 5 SUSHI account for a specific vendor. You discover later that the SUSHI account should be set to a different vendor. You delete your vendor account and remove the SUSHI account. When you try to assign the SUSHI account to the correct vendor, you get an error message. The SUSHI job runs for the account regardless of whether or not it is on the correct vendor record. Please make it possible to re-assign a SUSHI account to a vendor record when you make a mistake. See SF# 00809337

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  6. Communications in cancelled POL

    Alma offers the possibility of sending communications to the vendors at the POL level. While the POL is active, you can see both the communications made and their content in the POL Communications tab. However, when the POL is canceled, the content of the communications cannot be displayed in Alma.

    Knowing the content of the communications, especially in POLs that are canceled, is necessary to know the reasons for the cancellation.
    We propose that the content of the communications be seen in Alma not only when the POL is active, but that it be viewed independently of the POL Status.

    11 votes
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  7. Separate amount and its currency into two columns when exporting to excel

    In the pages of Funds and Ledgers, we would propose to separate amount and its currency into two columns when exporting the file, which would be easy to perform calculations in excel.

    12 votes
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  8. Duplicate orderline

    There are times when an orderline needs to be created for titles that come as a package. It would be very useful to have the ability to duplicate orderlines, so that funds, order types, renewal dates, existing notes, etc. do not have to be manually entered over and over.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  9. Allow inventory to be linked to multiple licenses

    We would like inventory to be linked to multiple licenses. Some resources are licensed with two entities...the content provider and the access provider. An example of this is APA. If we choose to have our APA content hosted by another provider (which is an option), we must have a license with both APA (content provider) and the access provider.

    Currently, we need to choose only one license to link the inventory to. Which one do we choose?

    96 votes
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  10. Undo receipt of item on a continuous type order for which "Keep in Department" was not checked

    While it is currently possible to “un-receive” from the receiving workbench if the item is still in the Acquisitions Department, that will not be the case for our continuous orders.

    There is no good option for undoing the accidental receipt of a serial issue, at least not that our trainer was able to show us in our Alma Functional Workshop.

    8 votes
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  11. Ability to add notes to invoice lines from invoices that are paid and closed

    We are aware that one can edit notes on an invoice that is already paid and closed. However, for subscriptions, journals and continuations we often have the need to add/edit notes on the invoice lines of invoices that are already closed and paid. Manually putting the invoice back in Review to edit / add notes to the invoice lines doesn't solve the problem as this makes the payment information disappear which we then have to re-enter.

    We require the ability to add notes to invoice lines from invoices that were already paid and closed without having to re-open the invoice.

    108 votes
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  12. Preset item policy for subscription PO Lines

    Having the ability to set an item policy for a subscription PO Line would save time and trouble. Currently, when a serials item is received (checked in), one must go into the individual item record to set the item policy. Too many clicks. Also, if someone else is checking in serials, they might forget about this additional step. If someone tries to check out an item, will the person at circulation know that it is in-library use only, 3-day use or 14-day use?

    8 votes
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  13. 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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  14. Manually associated PO Lines appearing in the Associated PO Lines tab

    When manually associating a PO Line under the Additional section of a POL, this association should also populate an entry on the Associated PO Lines tab

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  15. 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…

    27 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  16. Link holdings when creating an order for an existing physical standing order.

    Currently when a new order is created for an existing standing order, with "Assign inventory manually" checked, the user has to create the POL then exit before entering the supplier, price, fund code, and other information.
    The POL then has to be linked to the holdings, which is an entirely separate process. Only when this is done can the necessary order information be entered.
    Allowing the user to link to existing holdings as part of creating the order would make this a much more seamless process.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  17. Add multiple vendors to order to distinguish between licensing agent vendor and invoice vendor

    We often place orders with a licensing agent but then the invoice is received directly by the publisher or even a subscription agent. However we can only record the invoice vendor on the POL record. It would be really useful to be able to record multiple vendors on an order by type, e.g invoice vendor; licensing agent vendor.

    6 votes
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  18. 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.…

    30 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  19. Purchase Request Suggestion

    Enable Purchase Requests to be auto-assigned to a specific user based on either fund code or name/EID of the person submitting the request.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  20. 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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