Alma
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84 results found
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Allow edits to POL Bib Descriptions on Cancelled POLs
We want to be able to edit the POL Bib Description fields on cancelled POLs without having to reopen the POL. Reopening a cancelled order on a closed ledger causes complications, especially if the fund doesn't exist in the current ledger. It would be better for your users if we could just edit this tab without impacting the POL status. Thank you!
42 votes -
Unified PO Line Task List: Make the identifier field editable again
The identifier field in its new form allows for users to either select an existing value from a fold-down list or to enter a new value.
However, editing a value has become incredibly cumbersome. As the cursor cannot be placed in the current content of the field, users wanting to edit it have to copy the content to the clipboard, paste it in the field again and then perform the edit. From our point of view, this new feature is a regression.
It is not by choice that we often edit the identifier field, but because we see no alternative…30 votes -
Ability to define a shipping address per PO line
We need the ability to define a different shipping address than the library billing address per PO line. The address should be included in the XML of all vendor-facing letters, be searchable, and be included in the Excel lists exported from the search results.
Use Cases:
- A central library manages subscriptions to journals and newspapers that are sent directly to end users by the vendor.
- Several libraries are integrated into a single Library in Alma but send orders independently to vendors, expecting delivery to their local addresses.43 votes -
Filter OUT cancelled PO Lines
Provide a facet to filter OUT cancelled PO Lines in the PO Line view. We have a lot of cancelled PO Lines with the same title as existing PO Lines, and it is confusing and time consuming to find the 'active' PO Lines. It would help us tremendously if we could filter OUT cancelled PO Lines, perhaps even by default.
14 votes -
Order of action buttons in the POL
In the new PO line interface, the action buttons available when creating a POL is not in a practical order, which causes a lot of our staff to press “save” instead of “save and continue”. This causes the POL to remain in status “in review”. The user also must use more energy to locate the correct action button. We have two different suggestions for solving this:
Move the actions “Save and continue” and “order now” to the right part of the menu line and have this be marked in a stronger color than the other buttons. In the current design…
19 votes -
Add a link from the PO line to the "Receive" workbench
It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a…
20 votes -
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 -
Send email from the pol to the interested user?
Acquisitions
Sometimes we receive a response from a supplier that we want to communicate to the interested user: the high price, or the offer of another edition, etc.
We think it would be interesting to be able to communicate this information to the user without having to leave the POL. Also the information would reach the user with the POL information to which reference is made.10 votes -
“Run a job” and “Create itemized set” should be available from the list of Purchase order lines
When you are in a list of items on a bibliographic post in Alma you have the option to checkmark several items and choose “Manage selected” – “Run a job” or “Add to itemized set”/”Create itemized set”. Now that we have the list “All PO Lines” and can checkmark POLs in the list, it would be practical for these options to also be available for PO lines. Currently you only have the option of creating a logical set (if you add filters to the list) from the list “All PO Lines”. This would make it easier and quicker to run…
8 votes -
New PO line: Add pickup capabilities to autocomplete fields (for example, Interested users)
The following improvements were implemented to New Layout for PO Lines in Alma February 2024 release, so the pickup capability has been added to the Venders and Funds:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202402
Improvement to the New Layout for PO Lines
February 2024 Acquisitions
Some improvements were implemented to the new layout for PO Lines.The existing Material Supplier and Fund fields were enhanced to allow users to select the value from a list which opens in a sliding panel. This is in addition to the existing option of selecting a value from the dropdown menu or typing the name of the vendor/fund.
However,…
4 votes -
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.
…
128 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:…73 votes -
Reduce the number of recurring order types.
The number of recurring order types is confusing and causes issues not only when ordering new serials but when processing them. Even Ex Libris staff often have trouble explaining the differences between standing order types and if we need to change an order type someone with the authorization has to run a job. The operational differences don't make sense. Reports can easily distinguish between different order types from the Material type and Reporting Codes fields.
This change would make recurring order management much simpler and more efficient.2 votes -
Expand the functionality of the new labels for PO Lines
Hello! We're starting to implement labels for PO lines in the new user interface. There seem to be two major features that would vastly improve their functionality:
- Analytics indexing
- Ability to add labels in bulk via the Update PO Lines Information job (not just via advanced search).
Our use case is that we're using labels for those POLs which need to be manually encumbered or adjusted after the fiscal period rollover. This could be because we pre-paid for multiple years or because of a multi-year agreement. Each future fiscal year gets a label (FY-2025, FY-2026, etc.) so we can search…
3 votes -
Clone PO LInes to order again
We create different PO Lines for the same order. We need to put different funds, different reporting codes or order more items.
There is no way to clone the PO Line as a way to keep all information and just edit the fields that we have to update.
We need to clone and put the clone in review to edit the fields we need to change and send it to the vendor.
24 votes -
Recent Material suppliers in drop-down
Currently, when creating new orders in Alma staff users don't get a list of the most recent Material suppliers but only an alphabetical list of all of them.
It would be useful to see 1-2 most recent suppliers in the drop-down in order to gain some time when acquiring multiple books from the same suppliers.2 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>,…
55 votes -
Export funds from a PO Line
Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface4 votes -
Interested In Letter – improvement to the usability
When working on a purchase request, you can tick a box if you would like to notify the patron upon receiving/activation, and upon cancellation.
OTB the Interested In Letter sends the same message when the request is received or cancelled. The letter in use does not seem designed for the cancellation message.
This creates a discrepancy between what we choose to notify the patron of, and what we are actually able to communicate.
Since we neither have access to the message table used as an input to this letter, or the opportunity to differentiate by using labels, we are forced…
167 votes -
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.
34 votes
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