Alma
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91 results found
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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].
38 votes -
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?
53 votes -
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…
92 votes -
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.
27 votes -
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.
22 votes -
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…
30 votes -
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…
32 votes -
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.95 votes -
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.
52 votes -
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.
19 votes -
Searching for a title with "&" should also search "and" when searching for PO lines and invoices
When searching for a title in any of the Acquisitions (i.e. Order Lines, Invoices, Vendors, Funds, etc.) filters, searching for a title containing "and" should also pull up any results with an ampersand (&) in the title.
e.g. Searching the title "Law and Inequality" will not find the title's PO line unless it is spelled as "Law & Inequality."
153 votes -
Receiving note for electronic resources
It would be fantastic if a receiving note option was included for electronic resources as it is for print resources (a field which can be extracted for analytics). The current notes field can not be accessed via analytics and it is therefore difficult to track trends in usage, information about cohorts using different resources, reasons for purchasing, etc.
35 votes -
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.
15 votes -
Improve performance of Usage areas in Alma
The Usage sections of Alma are extremely slow. Please improve the overall performance of the Usage Data Loader, and especially the Missing Data Tab (which can take multiple minutes to load). Also, create a Usage search option in the general Alma search for such things as:
File Name
Vendor
Sushi Account
Upload Date
Uploading user
Subscriber
Status
Report type
Data Start Date
Data End Date
Vendor URLWe don't always want to use Analytics to find the answer to a simple question.
20 votes -
Search more than one POL at a time
The new feature of the october 2018 release made it possible to receive several POLs at once by selecting the desired POLs. We usually have a very large number of POLs and can't filter them by any more details. That makes finding the wanted POLs difficult.
We would like to be able to search for more than one POL at that point.32 votes -
delete pol
We really have the requirement to delete a POL attached to a PO in our daily work, we will have to reopen the POL and then cancel it and then delete it, it’s kind of complicated and can we delete it directly?
13 votes -
Enable link from Invoice line to live Purchase Order Line so that data can be updated
The Alma renewals workflow for continuous resources (Subscription POLs) involves creating Invoices and updating the renewal date and other data such as Notes in the Purchase Order Line. This should be possible as part of a unified workflow when invoicing, i.e. adding the invoice line and then linking through to a live Purchase Order Line to update and save the renewal date etc.
Currently the Invoice Line PO Line link is View Only which means a separate search and action is required to find and update the renewal dates etc in POLs. This is inefficient and wastes time - given…70 votes -
Field to add "Charges" in the price.
We need a field that allows us to add "Charges" in vendor record or in the POL, now these only allow discounts.
Nowadays we have to assign this charge manually in the POL's list price.
76 votes -
Eliminate the confirmation step when editing item records.
The process of receiving journal items is unnecessarily slowed down by having to confirm every single edit. Clicking on "Save" should be enough to get the job done. Breaking out Receive as a separate step has already added a step to the process. Please consider any and all ways of reducing the amount of time spent looking at blue spinning circles. Thank you.
19 votes -
Set temporary location to yes in import profile
We can add temporary location information to inventory records in an import profile, but we would also like to be able to set our temporary location indicator to "yes."
31 votes
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