Alma
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84 results found
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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 -
Manage EDI Tasks - Addition of Fund Code column
The addition of a sortable Fund Code column within Manage EDI Tasks would be incredibly useful for us. We use two strands of ordering at our institution, depending on if a title is required for research or teaching. The addition of a fund code column would allow staff to easily identify the EDI Tasks for their area.
47 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 -
Add "Streaming" Purchase Order Line (POL) Types
There are currently no POL line types for streaming content.
I'd like to see the following POL Line types added:
Streaming Video - Subscription
Streaming Video - One Time
Streaming Audio - Subscription
Streaming Audio - One Time77 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 -
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…
2 votes -
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 -
Allow update PO Lines information job to change continuous to one-time and vice versa
Sometimes PO Lines are created using the wrong PO Line Type. Currently the Update PO Lines Information - Advanced job allows changing PO Line Type, but not from continuous to one-time or one-time to continuous. This is the error message we see when we try:
"Could not change a one-time PO line to a continuous PO line or a continuous PO line to a one-time PO line." It would be helpful to be able to change from one to the other in cases where a PO Line was created as a continuous, but should have been one-time, or vice versa.10 votes -
Allow PO-Line type to be edited
When we migrated, a lot of our print serials were migrated with the POL type "Electronic Journal - Subscription" and a dummy order was created for the print journal subscription. We still can't figure out why/how this happened. But if there was a way to change the POL type after the creation of the POL, that would probably go a long way to resolving this issue. Currently, there's no way to go into the order and change it from electronic to print. And yet, the two orders that were created are using the same bib record. OR be able to…
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 -
Estimated price -field for following year on continuous POL
Estimated price -field is needed for databases and another continuous purchase orders for following year budget planning. There should be price fields for both current year and the following year (also possibility to split them to different funds). Estimated price -field should also to be selected on the analytics reports. Publishers may change database or journals prices a lot more than average rate.
36 votes -
Tie the Non-Renewal Notice Period or Cancellation Restriction fields in licenses to the PO Line
Create a linkage between the renewal notice period and cancellation restriction fields in a PO Line, if it is linked to a license agreement that references either a non-renewal notice or termination notice period, ask if this information should sync. Perhaps this is an area where DARA could operate?
1 vote -
Keep POL reclaim interval and grace period when changing vendor
We have an issue with acquisition when it comes to continuous orders. If we change a vendor for a given POL, the data previously entered for the grace period and the reclaim interval disappears. They are replaced by the default value from the vendor.
This can be quite a serious issue when changing vendors for many POLs at once, which happens from time to time.
It would be much more efficient to keep the grace period and the reclaim interval for the POL, as it's linked to the serial publication interval.Grace period and claim interval depends on title periodicity.
The…
32 votes -
Additional functionality for new Born Digital POL types
As a Legal Deposit library we process physical and born digital material in the same way through Acquisitions; creating bib records (often pre-publication), POLs and claiming if we don't receive material in the expected timeframe. We need the new Digital POLs to work as close to the Physical workflow as possible.
The new born digital workflow assumes that we have the file in hand and can attach the representation when we create the POL. That is not always the case for us as we create a lot of POLs pre-publication as well as for material where we then need to…
79 votes -
Order lines - Customize view: please add "Acquisition method"
Our colleagues are missing the field "Acquisition method" in the results list when searching for PO Lines.
Currently the field is only a facets value but this will also not add the field to the Excel export file.
Thank you in advance!49 votes -
Make PO line Rollover Job work dependent on ledger and possibly fund codes.
User Story. Currently we our Acquisition team have a different set of ledgers to our Subscription team. When we do a Rollover of funds and ledgers this is not an issue. However, when we are trying to test the PO Rollover it is difficult to separate out the PO Lines that are for the Acquisitions Rollover and the Subscriptions Rollover.
Solution - It would be better if you could only roll over PO lines that were attach to a specific ledger (and possible set of fund codes). So that we could run the Acquisition rollover separately to the Subscriptions rollover.19 votes -
Add fund name to communication letter and po line claim letter
When starting a communication with a vendor the body field is pre-populated. Unfortunately, the fund name is missing. We would like to have to option to add the fund name in the communication letter (via letters configuration).
39 votes -
Ability to add option to see if line has invoice to POL summaries
When looking at a list of POLs, it would be useful to see in the summary or be able to add to the customised summary view, if the item has been invoiced.
3 votes
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