Alma
Your feedback matters to us. Help us improve Alma by telling us what you’d like to see using the message areas below. You can also can support something already posted.
We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
For more information please review our FAQ and guidelines. Thank you.
101 results found
-
Hyperlink the ordered resource item within a POL
Currently, the functionality exists where a link exists on records in Alma that will take users out to the associated POL where it exists. It would be useful to have the reverse functionality as well, where the ordered resource item within a POL links out to the associated record in Alma, to facilitate more easy access to purchased inventory.
3 votes -
Change PO Line Owner instead of having to delete & start again
Hello
A colleague has requested that we ask for this enhancement:
Would it be possible to have the ability to change the PO Line Owner (ie, if someone selected St Teresa’s but should have selected Craven) instead of having to delete the whole POL and start again?
Our current process requires users to delete the POL if they've chosen the wrong POL owner or PO Line Type, and it would be great if they could just edit it and not have to start all over again.
11 votes -
Index POL Renewal Notes for Search
Please consider indexing the "Renewal Note" field on POLs for searching/advanced search. Having that data in Analytics is great, but it'd be very helpful to find it when searching Alma as well.
14 votes -
Link to interested user's record from PO Line
As a Purchasing Operator, I want to access a user's record from the PO Line 'Interested Users' tab, so that I can see user details quickly without interrupting my navigation.
Currently, you have to copy and paste information from the table into an Alma search and manually find the user. This interrupts Alma's navigation flow as it starts a new search, and there is no easy way to go back to the PO line or your previous search without repeating yourself each time.
If the user's name in the PO LIne 'Interested Users' tab was a hyperlink to the user's…
3 votes -
Improving ‘PO Line Summary’
When creating a "PO Line", it would be interesting to add other options in "Acquisition Method" and "Material Type" in the PO Line Summary
1 vote -
Linking several Electronic Collections to one PO line from within the order
In Alma it's possible to link several Electronic Collections to one PO line. This is very helpful for us. To do so you can just write the PO line number in the field PO Line in the Acquisitions and License Information in the Electronic Collection Editor. But there is no way to do it vice verse, to link the order to multiple electronic collections from within the order. This would be very important for us, especially for those cases where the Electronic Collection is not in our IZ but in the NZ, so that we are not able to edit…
88 votes -
Trial Feedback in POLine
Currently Trials are created from the POLine but once a trial is evaluated and closed only a single note appears in the POLine saying "Decision to purchase at this time" if approved.
It would be helpful if a trial information could be added to the POLine either as a Tab that includes the Summary and Analysis of the trial or as a Link on the Side Bar the same as the PO
1 vote -
Set continuing orders not to claim
There are some continuing orders for which we do not "receive" every item, such as newspapers that will be discarded after several weeks. It would be great if PO lines had an option to indicate that they should not be claimed. They end up cluttering up the Claims list and making the list harder to work with, when we are never going to claim or receive those issues. We also can't set up automatic claiming because we don't want emails sent for these titles.
39 votes -
Packaging PO Lines into a PO: properties
Currently PO lines are packaged into a single PO if all the following properties match:
- Vendor account
- Owner
- Currency
- Continuity – One-time/continuous
- Acquisition method
- Source type
- Ordering Library
- FundWe order from some suppliers in different currencies. Therefore, the match criteria "Currency" is unfortunately not ideal for us.
It would be great if you could adjust the criteria here for your own institution.Thank you in advance!
13 votes -
PO Line: <series_statement> and <series_uniform_title> - missing 490/830 subfield v in the XML
Marc21 field 490, "series-statement", and Marc21 field 830, "series-uniform-title", are available on the Order List Letter (letter code: OrderListLetter).
However, the content is not complete :-(
Only 490|a goes to <series_statement>, 490|v - the Volume is missing.
Also 830 only provides |w as <series_uniform_title>, |v is missing.Please see example:
035 __ |a AC04654069
245 00 |a Keiner wird gewinnen |b populäre Musik im Wettbewerb |c Dietrich Helms ... (Hg.)
490 1_ |a Beiträge zur Popularmusikforschung |v 33
830 _0 |w (AT-OBV)AC00913498 |v 33 |9 O:1<series_statement>Beiträge zur Popularmusikforschung</series_statement>
<series_uniform_title>(AT-OBV)AC00913498</series_uniform_title>Please add 490 subfield v to the XML field <series_statement>,…
54 votes -
PO Line: missing identifiers ISBN/ISSN/ISMN etc.
Please list all identifiers in the PO Line.
See the following examples:
Data in the bibliographic record --> data in the PO Line XML fileExample 1:
020 __ |a 9783702404727
024 2_ |a M008027376
--> PO Line - XML: only content of 020
<identifier>9783702404727</identifier>
<identifier_type>ISBN</identifier_type>Example 2:
024 3_ |a 730099129329
028 52 |a 8.551293
--> PO Line - XML: empty identifier
<identifier></identifier>
<identifier_type></identifier_type>Example 3:
020 __ |a 0415462444 (pbk.) |c £24.99
020 __ |a 9780415462440 (pbk.) |c £24.99
020 __ |a 0415462436 (hbk.) |c £70.00
020 __ |a 9780415462433 (hbk.) |c £70.00
--> PO Line - XML:…71 votes -
Ability to add local notes for bib record when creating POLs
It would be nice to be able to add a local note which will become part of a bibliographic record when ordering/creating POLs-- without having to create the POL, then go into the bib record to add a note.
Currently, when creating POLs for multiple items needing notes, this can get very "clunky" with many additional steps.
Currently, one has to bring the record back up by deselecting Order lines and changing to All titles, find then edit, save and release the bib.
Some examples of local notes that would "transfer" to the bibliographic record: 590__ Written by Professor Plum.…
1 vote -
Add "Price paid" field to POL form
Adding a "Price paid" field in the Pricing area of the Purchase Order Line Details form-- and/or making the Net price per copy box accept text input-- would be helpful for invoices/receipts that only include the price paid.
Currently one needs to calculate the Discount (amount) [or Discount (%)], which may also include looking up [current] List price before subtracting the amount paid to calculate the discount.
(Speaking of current List price, if this could somehow be "grabbed" to automatically populate the list price field, rather than needing to look up the information and manually input the amount, that could…
2 votes -
Ability to hide/compress inventory list in POL
For POLs that have extensive lists of electronic inventory (i.e., many electronic collections are associated with one POL), have capability to hide or compress that inventory list in the POL, and then show/expand as needed. Otherwise, we need to scroll down past a long list to get to other sections of the POL for both View and Edit. Example is our POL for JOVE, which is linked to 54 collections. CDL has similar examples for consortial content managed in the UC NZ.
1 vote -
PO line description should represent current bibliographical data
Alma provides insufficient data in PO lines for the task of pulling a list of subscriptions a library has of a specific publisher's titles:
The PO line description contains only bibliographical data from the bib record as it was at the time the PO line was created. Subsequent changes in the publisher data are not updated in the related PO lines.
Even in newly created PO lines, Alma introduces the content of MARC field 264 _1 instead of 264 31 if such a field exists, i.e. it copies the first, not the current publisher’s name into the PO line description.
…
152 votes -
Standing orders - Quantitly for pricing should be "1" by default and the "Update Net Price according to item quantity" should be unchecked
This idea was opened by Ex Libris to see how the community supports it.
For standing orders - Quantitly for pricing should be "1" by default and the "Update Net Price according to item quantity" should not be selected by default (unchecked))
"The 'Update Net Price according to item quantity' is really useful in a lot of cases, but when creating a Standing Order (which doesn't create inventory), the Quantity for Pricing = 0 and this box needs to be unchecked in order to be able to add a List Price and Fund. the idea is for this box to…
1 vote -
If POline is cancelled, want to reduce the price from PO
If POline is cancelled, want to reduce the price from PO, or can this be configured per library?
1 vote -
Ability to add historical purchases and/or backdate orders
Would like the ability to add our historical orders into Alma for record-keeping and the ability to pull in that info into analytics. We have instances of perpetual access titles/collections that we purchased prior to onboarding to Alma, but no way to include that info on the vendor's page in Alma b/c we can't add that historical info, but that restricts our ability to use those vendors in comparison to others or perform cost analysis on them either.
3 votes -
E-Resource Activation Task List trigger
When closing a subscription PO line, associated e-resources are automatically added to the E-Resource Activation Task List to determine whether they need to be deactivated. It would be more useful if this were based on the "subscription to" date in the PO line, rather than happening when the PO line is closed. We often close a subscription order several months before the subscription officially ends, and we don't want to deactivate the portfolio until that end date. But we also don't want to keep them in the task list for months while we want for that subscription end date. The…
1 vote -
Request instead of Interested User
For Alma, request and interested user are two different things. This is not easy for us to work with. In bigger libraries, staff members have access either request nor interested user, so it is difficult to check request/interested user for our users.
I wish, you replace interested user by request in the PO Line.17 votes
- Don't see your idea?