Alma

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  1. Extend the "interested users" functionality

    Acquisition librarians want to extend the current "interested users" functionality in order to serve the end user in a better and faster way. The current "interested users" functionality is not sufficient enough, to become useful and really benefit from this functionality we would like to extend it with:
    • The ability to sort the interested user list.
    Use case: some users (e.g. academic staff) have priority and should get the issue first!
    • Make it possible to create hold requests on these items regardless of the existing fulfillment policy:
    Use case: some libraries don't allow requests for available items, but…

    276 votes
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  2. Better correspondence between number of items ordered and Quantity for pricing.

    As a Purchasing operator, I would like a better correspondence between the number of items ordered and the "Quantity for pricing" in the PO line summary.

    When we are ordering more than one item of a physical title, we have to add the extra items in the Quick add field, and then have to update the Quantity for pricing field manually. We see that Purchasing operators tend to forget to update both fields. The result is that the number of items that we intended to order, not always corresponds with the number of items that is supplied by our vendors.…

    223 votes
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  3. More order type options for Additional Orders

    We would like more order types to choose from when creating additional orders on a portfolio using the “Additional Order” button. Particularly, Electronic Book - One Time and Electronic Title - One Time.

    Currently there are only a limited number of order types available when creating an order via this method. This creates inefficiencies, because using the Additional Order button is the easiest, quickest and neatest way to create an additional order on a portfolio.

    An example of where this change would be helpful is when purchasing additional copies of a limited-user ebook. Because we don’t have the option of…

    169 votes
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  4. Allow Linking PO Lines to Electronic Inventory Regardless of Order Record Type

    We keep running into road blocks with not being able to hotlink POLines into the POLine fields of either Electronic Collection Records or Portfolio records.

    Is there a way that Alma can allow us to add POLines to Electronic inventory no matter what the order type is? This would save us so much time and allow us to use existing order lines for renewals. Right now we are doing a work around to connect order lines with electronic inventory by entering order information in the Portfolio Internal Description field.

    http://screencast.com/t/m9WVcw0HPExX

    165 votes
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  5. Batch deleting PO's

    There is currently no system job to delete PO's. These have to be done manually using the Acquisitions>Purchase Order>Delete PO function individually in ALMA.

    We have 1000's of old orders migrated from our legacy system that are no longer required. We also now only keep 7 years worth of orders in line with current financial practice and so would like to be able to set a job to batch delete at rollover into the new fiscal period.

    114 votes
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  6. Automatic orders claiming

    At the moment Alma only sends one claim request to the vendor. If the ordered item is still not received, staff need to follow up and re-claim manually; usually a number of times.

    We would like to see claim cycle functionality in Alma so that we can configure follow-up claims based on a set interval per vendor, as well as a maximum number of claims to be sent before the order is automatically cancelled and the vendor automatically notified. It would also be useful to be able to see the history of claims for an order, and be able to…

    109 votes
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  7. Automatic Hold Item check for its interested user

    Please make it possible that when a PO line has an interested user, its Hold Item gets checked automatically by using any of the following methods:

    1) the library's configuration change
    2) Import Profile setting
    3) Update PO line job

    This function is necessary for Patron-Driven Acquisitions which takes up most of our purchases. Now we manually open each PO line and tick the box one by one, which is one of the biggest hassles when there are hundreds of PO lines to review.

    77 votes
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  8. Delete interested users job - independent of Interested In Letter

    Ex Libris says the Delete interested users job "Runs weekly to delete interested users that are linked to closed or canceled PO lines. The job checks that an interestedin letter was sent to the interested users before removing it from the PO Line. Interested users will not be removed from a closed or canceled PO line if a letter was not sent to them."

    Due to privacy regulations, we would like the job to run regardless of a letter being sent or not. The closed or cancelled PO line should be sufficient to run the job.

    We do not use…

    59 votes
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  9. Set the sender address to the address of the staff that made the PO and automatically forward the mail to the said staff.

    With multiple librarians handling PO, this can help us keep better track of PO details and increase process efficiency.

    56 votes
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  10. 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.

    44 votes
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  11. Make it possible to change the bib reference on orders with a CKB ID

    Currently, it is not possible to change the bib reference (relink a bib) on orders which have a CKB ID, only those which have an MMS ID. I think it should be possible to change the bib reference on all orders.

    40 votes
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  12. Renewal POL : free the box "Manual Packaging"

    When we renew POL, we would like to be able to tick or not tick the box "Manual Packaging".
    Our aim is to not heritage the Packaging from the 1rst POL / PO, but to decide to re-package POL as wanted.

    39 votes
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  13. 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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  14. More easily edit/delete POL templates

    We would like to be able to more easily update our POL templates. As far as I can tell, you need to create a new order, make adjustments in the POL, and then Save As Template - overwriting the old template. There should be an easier process.

    28 votes
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  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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  16. PO Line for Standing Orders: Renewal field

    when creating a POL for a standing order, the Renewal field is required before the order can be saved/sent. But the whole point of a standing order is that I don't have to do anything to renew it; the vendor just keeps sending them. This should not be a required field; it's clogging up my renewals because I there is no action needed on my part.

    26 votes
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  17. Change currency in the order

    In the order the currency can not changed when the order is saved already. See attachment too, please.

    We need a possibility to change the currency after sending the order. Here are the reasons:

    a) During the order creation it was made a mistake.
    b) For subscriptions and standing orders the currency changes during the lifecycle. First we used British pound and than we use Euro, for example. The vendor changes the currency and we also have to be able to change that.

    25 votes
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  18. Ability to raise a POL at 0.00 (zero) value

    POL's are created for gifts, donations or items purchased via an eBook scheme to allow for analytics.
    These POL's have to have a minimum value of 0.01, as a POL cannot be created at 0.00 (zero) value.
    This creates an encumbrance against a fund, which is false and has an impact on the available balance

    23 votes
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  19. More POL parameters/Mappaing fields to be needed in Import Profile (EOD)

    We suggest that more parameters or mapping fields can be provided in creating the EOD profile. For example, we add on the profile, we want to set POL Status as EOD General parameter - Auto Packing, Manual Manual Packaging and In review.

    23 votes
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  20. Automatic renewal notifications of subscriptions

    Our library manages about 3'500 current subscriptions to periodicals. We fixed the automatic annual renewals of our subscriptions on a same date, precisely on the 31 August. As most of our subscriptions have been assigned to a few suppliers, our wish is that all renewal notifications intended for a same supplier are included in a single e-mail, instead of being sent individually in separate e-mails. We wish to avoid that each supplier receives as many e-mails as there are automatic notifications on the same date. They would only receive one e-mail with all the renewal notifications.

    21 votes
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