Alma
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89 results found
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Add item policy to the summary tab in Acquisitions when placing an order
It would be useful to have the library, physical location and item policy on the same page when creating an order. At the moment when ordering a print item we add the library and physical item location and then have to go back and click on the library to enter the item policy which creates an extra click.
4 votes -
Allow API update action of License in POLine record
Currently, License field in POLine record cannot be updated via Acquisition API. There are no effective way to link up POLine record and License record without manual update one by one. The field were mentioned in the restpoline.xsd as
"The license code. Relevant for electronic orders only, and is not supported for PUT. "
1 vote -
Allow harvesting of reports with the non-standard SN:Total_Chapter_Request metric
I noticed that some vendors - Taylor and Francis and Springer- are adding this non-standard metric - SN:TotalChapterRequest - to their TR Master Reports. These are 2 big vendors, and these TR master reports won't load into Alma with this nonstandard metric in them.. I was hoping there is a way to accommodate them and allow them to load.
21 votes -
Trial : request of a Trial viewer role
There are 3 roles about Trials : administrator, operator and participant.
But none gives access to the Trials and all information with only option to view (and not delete neither modify datas).
A license viewer role exists in ALMA ; we request a similar Trial viewer role.28 votes -
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…
50 votes -
Setting a pickup location for interested users
It would be nice to set the pickup location as you do with requests. Currently the item goes to the "owning library" and the pickup is set there. We have Faculty that prefer different libraries for pickup so if a book is purchased but we allocated it to a Science Library but the faculty goes to a different library we can't set the pickup for that item.
96 votes -
Ability to store & track VPAT® documents
As part of the procurement or licensing process, many libraries may request that a vendor provide a VPAT® (Voluntary Product Accessibility Template) in order to indicate their compliance with Section 508 of the US Rehabilitation Act. It would be desirable if functionality could be developed somewhere in Alma that would allow libraries to track & report whether/when a VPAT was requested and received, which VPAT version was used, and local notes related to accessibility testing.
106 votes -
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.
22 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?
75 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.
30 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.
24 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.98 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.
54 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."
159 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
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