Alma
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27 results found
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Alma Purchase Request Facets - filter by fiscal year
It would be helpful to have facets in the Alma Purchasing requests to be able to filter out orders by fiscal year. The fund codes connected to the orders have fiscal years attached to them. It would be helpful to only be able to see the orders that are within the current fiscal year and not every order ever entered.
3 votes -
new purchase request notification
Please create a notification for when new Purchase Requests are submitted. Something instant and similar to the notification received when requests are submitted in Rialto would be nice.
13 votes -
Allow to add a fund to PO Lines for donated or free items
We must add a fund to each order line for accounting reasons, even if the items are free of charge.
We use a workaround similar to the workflow described in the following article.
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_associate_PO_Lines_for_donated_or_free_items_with_a_fundIt would be very helpful to be able to add a budget even if the price is zero.
4 votes -
Excel - Allow personalization of the fields to be export
Our proposal, is to allow include bibliographics fields to the excel archive.
In order to manage the purchase requests, we need an excel archive that iclude fields like ISBN, edition, year, ...1 vote -
Analytics: Add Purchase Request Requester user information at the time of request
The Purchase Request Subject Area Purchase Request Requester user information is updated every day by ETL to the current user information.
In many cases, this is useful. But it is not useful for reporting when it is important to know the information of a user at the time of an action.
As one example: We would like to report on the number of patrons submitting purchase requests by user group such as undergrads vs postgrads vs staff. If a patron submits a purchase request as an undergrad and then becomes a postgraduate, the outcome of current analytics is that all…1 vote -
"Purchase Request Status Letter": take the sender from library address
The "Purchase Request Status Letter" takes the sender from the label "addressFrom" on the Letter configuration.
We would like to suggest that the sender for this letter would be taken from the email address of the library that manages the request.
This behaviour already exists for other acquisition letters, for exemple the "Interested In" letter.
11 votes -
Improve the e-book purchase request workflow
The purchase request workflow needs to be improved for acqusition of electronic resources.
Currently, you can either approve or reject a purchase request. An approval automatically creates a POL and a standalone portfolio based in the Purchase Request BIB record. Both outcomes are unfortunate when working with e-books. An e-book will usually be ordered on the vendor site (e.g., the ProQuest portal) rather than through an Alma POL. It should be possible to select whether a POL is created. More importantly, we'd like the option, upon approval, to select and activeate a title from among CZ collections instead of having…248 votes -
Analytics Reports for Deleted Purchase Requests
I would like to be able to run Analytics reports on deleted purchase requests. Currently, deleted purchase requests are not available in Analytics. Therefore, we don't want to delete any of our hundreds of purchase requests because we'd lose the ability to generate Analytics reports on them. Having hundreds of old purchase requests accumulate in Alma becomes unwieldy.
143 votes -
From my assigned purchase requests, allow selection of multiple requests to be assigned to someone. Doing it line by line is cumbersome.
From my Assigned Purchase Requests, allow assigning multiple requests at once to someone else. Going in line by line is cumbersome.
1 vote -
Add a facultative note to patron when rejecting purchase request
Our proposal is to add a free field text in the popup when rejecting a purchase request. This field would include a note to the user, detailing the reject reason.
This could be used by the library in several ways :
- give the link to the record in Primo for documents already available ;
- give the link to an Open Access version of the document ;
- give details about the book (out of print...).It would make communication more personal
140 votes -
Add Workflow Note to Purchase Request Screen
At the University of Cumbria, we have configured Leganto questions, and we are using it in combination with a Citation Processing Rule to create a purchase request in Alma.
When we view the purchase requests in Alma, we see the "Requester note" as we have configured this to display. This works well but we'd also like to see the "Workflow note" as well on the purchase request screen as it contains information about the purchase (e.g. library, number of copies, etc.).
The idea is for Ex Libris to allow us to enable the display the "Workflow note" on the purchase…
18 votes -
Add an order action in the Purchase Request to “Approve and order from the CZ
Add an order action in the Purchase Request to “Approve and order from the CZ.” Alma would add an alert to the citation and redirect the user to the Community Zone, to the desired portfolio. The operator will only need to click on the "Approve and order from the CZ". Currently the only Action is “Approve and Order” which creates a local portfolio not linked to an E-Collection. It’s cumbersome and time consuming to re-link the POL and portfolio to the correct Community Zone record.
313 votes -
Make Approved Purchase Requests Editable
It would be very helpful if it was possible to edit Purchase Requests which have been approved. Our purchase requests default to 'electronic' material type, but if the electronic version of the requested item is unavailable and we need to order print copies instead, and the staff dealing with the request forget to change the material type before clicking on 'Approve and order', this means an order is created with the wrong material type and there is no way to fix this retrospectively. It would save us a lot of rework if it was possible to change the material type…
1 vote -
Letter for purchase requests initially approved and finally canceled
Sometimes it happens that a user's purchase request is initially approved by the acquisitions staff and sent to the vendor, but sometimes it ends up being canceled for some reason.
Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Then it will be manually canceled.
We request the creation of a letter in which the user is informed of this circumstance. Together with this, we request that…0 votes -
Add to the Purchase request's "Approve and Order" action an option to select a PO line template.
This idea was submitted on behalf of Alma's Product management team as we would like to understand the need and use cases of the idea's description below - any comment is welcome.
Currently it is possible to save PO line as a template and utilize this template any time a new order is created (using the designated "Load from template") option (see attached image 1).
The suggested idea is to allow users the option to choose a relevant PO line template when approving a purchase request (see attached image 2), this will allow the PO line created from the purchase…
86 votes -
Add Course Information within Purchase Request to PO Line
It would be very helpful if the details within the 'course information' section of a purchase request fed through to the POL and was visible within the 'Notes' tab of the POL. This would enable staff dealing with the orders to have all the required information in one place and would also make the audit trail more robust.
1 vote -
purchase request
Purchase request - assign to function added to drop down menu or in its own tab (after the currant tabs).
It would be good to be able to filter purchase requests by assign to function.
1 vote -
Allow institution to determine which type of Bibliographic record will be created when creating a Purchase Request
This idea was submitted by Ex Libris product management team in order to better understand the need as well as get feedback from the community.
Current situation:
- A purchase request can be created from Primo/Leganto/Alma
- A purchase request must rely on a Bibliographic record, there are 2 options for the purchase request to match on a Bibliographic record:
- Match to an existing Bib record (if exists)
- Create a new Bib record (this is the use case described below)
When creating a purchase request, the user has the option to decide whether it is a "One Time" purchase (Book) or "Continuous"…
5 votes -
Purchase Request additional citations types
We are trying to utilize the purchase request form in Primo to have users request streaming video through Alma. Streaming videos are very popular nowadays but unfortunately there is not an option for this material type and citation in the purchase request form.
Can you add more citation options? Besides books or journals there is not an option that matches the streaming video material type. It would be really helpful to have a streaming citation or video since this resource is very popular among our users.
The request processing has become very drudgery and entering this information over and over again isn't…
24 votes -
Add option "PO Line Type" in "Request attributes"
We think the possibility to choose "Order Line Type" under "Request Attributes" would be helpful when editing a purchase request
15 votes
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