Alma
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2003 results found
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need more search criteria in acq such as operator id or create/update date
It would be useful to have some additional search criteria, such as operator id, and facets, such as a last update date range and status, available to monitor staff productivity. Not just in purchasing but in all areas of acquisitions the site reports the need for functionality that will allow a combination of attributes of the records to generate results. For example, an operator should be able to search using their user name, some category of task (po lines in review, invoice lines in review, invoices pending approval, etc.) and a date or date range, or status (sent/ waiting auto…
60 votes
Anonymous
responded
Submitted by Ex Libris PM on behalf of our customers
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The default receiving status in manage items of receiving workbench is all and it should be not received or should be configurable
As part of the new prediction pattern development it is possible in the receiving workbench to receive new items and filter the 'manage items' section by "all" "received" or "not received".
Currently it defaults to "all" which is not what would be desired because
A. it would show too much
B. they would need to manually search for what they want to receive.It should default to "not received" because then they can choose the issue they have in hand and receive it. Another option would be to have it always remember the previous filter of the user and use…
34 votesAnonymous
responded
Submitted by Ex Libris PM on behalf of our customers
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Enable batch updating portfolios to update PO line field
Please add a column for PO line to the excel file for batch load updating portfolios. Below are specific examples from the Alma listserv of other institutions describing use cases for why this would be helpful.
Thanks,
TerraUse cases from ALMA listserv:
Eleanor Craig, e.m.craig@sussex.ac.uk
Sent: Wednesday, 23 September 2015 4:35 PM
To: ALMA-L@LISTSERV.ND.EDU
Subject: [ALMA-L] Individual journal subscriptions associated to Electronic Collections"We have a subscription to the Sage Premier 2015 package. Each of the core titles (portfolios) in the package have the collection Sage Premier 2015 and this is what the purchase order for each of them…
22 votes -
11 votes
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EDI check in for print journals
Alma documentation states that Alma supports the following Edifact message types – INVOIC, ORDERS, OSTENQ, ORDRSP, ORDCHG. However our old LMS Aleph supported an additional Edifact message type called DESADV.
This allowed our serials agent, Ebsco, to check in our journals in on the LMS remotely via EDI once our monthly consolidated deliveries of print journals were despatched from the warehouse.
Provided our prediction patterns matched the PIA line this worked efficiently. An example of EDI text is as below:-
LIN+1'
PIA+5+0001-4788(2012)42?:1;1-9:SI::28'
IMD+L+050+:::ACCOUNTING AND BUSINESS RESEARCH'
QTY+12:1'
RFF+SNL:52280023'
RFF+SNA:52280023'The above essentially means that for order no 52280023 (linking to…
24 votes -
Conversion job for any part of the record to any other part
Hello,
It would be nice if there was a job of conversion of every part of a record (bib, hol, item, portfolio) into another part, for example:
Bib records into Items
Bib records into Holdings
Bib records into Portfolios
Bib records into Orders
Items into Bib records
Items into Holdings
Orders into Bib records
Orders into items
Orders into Portfolios
Portfolios into Bib records
Portfolios into Orders
This way, we will not be limited by the search for any job.
For example, we would be able to search Bib records, convert the set into items and run a job for…13 votes -
Physically Received by Library
It should be possible to change the status of a Borrowing Request to Digitally Received by Library from Physically Received by Library or vice-versa, if the wrong Format was received. Currently, it is impossible to create a barcode if the item was Digitally Received.
19 votes -
Retrieving Returns from Advanced Search
Currently there is no option in Advanced search to detect all the recent Items returned on a specific day.
There is an existing function in Alma thats possible to detect only LoansPlease add this feature to be able to retrieve Retuns in Advanced search and not just from analytics (there the data is updated only to the previous day and not the current) .
16 votes -
Recent searches fine tuning/disabling
Hello,
customizing the number of results of the "recent searches" returned in the new UI would be a great thing.Now on our Alma it seems limited to the last 10 searches.
As some people seems to prefer the old browser cache, it would be a great thing too the possibility of eventually disabling it.
.
Thanks,
Fabiano17 votes -
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 -
Add portfolio options for non-matches in PDA New Import profile
There is often a discrepancy between candidate and purchase DDA records that we receive - often, we receive purchase records without first receiving the candidate records. Of course we try to correct this with vendors, but with limited success.
I now force non-matched purchased records to load, but they come in with unactivated portfolios that are not in an electronic collection. Could one of these solutions be added?
- Preferably, additional portfolio options for the New Order import profile to activate the portfolio and put it in a collection
- Alternately, some sort of action or notification that there has not been…
21 votes -
Add a safety feature to Delete Bibliographic Record Job to include option "Do not delete if ANY PO Line is attached"
Currently there is only an option to protect Active PO Lines with this job. Acquisitions staff often place orders on bib records representing multi-volume sets. Cataloging staff then decided to use individual bib records for each volume and want to delete the set record and move POLs to the individual records. It would be very helpful to have this feature in place to protect order information.
26 votes -
JavaScript in the Alma Resolver Menu (GetIt/ViewIt)
"Delivery system skins" enable customers to modify the Alma resolver menu using custom CSS and images, but it would be extremely useful if customers could also add custom JavaScript to the resolver menu.
In many cases, desired customizations require DOM manipulation that cannot be achieved with CSS alone. Moreover, many libraries rely on JavaScript-driven web analytics tools (such as Google Analytics) to track user engagement across various web properties.
21 votes -
Customization of invoice line summary display
The notes field on the invoice lines summary display currently displays a tick if there is anything is written in the notes field of the invoice line. It would be more convenient if we could customize/configure what we can view so that we can see the content of the notes field without having to go in and view the individual invoice line.
27 votes -
Make patron info updateable in Primo flag more granular
Currently the only control on allowing patrons to update info via Primo is either on or off:
http://screencast.com/t/kcSIvkkR3gWould like the ability to say for example only Visitors user group can update info via Primo.
18 votes -
Automatically Associate Certain Payment Methods (e.g., Credit, JV, Deposit) with Prepaid Functionality when Creating Invoices
We would like the ability to automatically associate certain Payment Methods (Credit Card, JV (Correction), Deposit Account, etc.) with Prepaid functionality when creating Invoices. 1) This would save time. 2) Most institutions do not want certain payment methods going to their ERP, but occasionally forget to check the Prepaid box. Setting this up systematically would serve as a fail-safe for such situations.
14 votes -
Access SalesForce from directly within Alma
There should be the ability to get directly to ExLibris support (SalesForce) from within Alma vs. going through the customer center.
11 votes -
Add a new privilege to the "Purchasing Operator" role which will prevent users with this role from being able to delete items
This Idea was submitted by ExLibris to check the community support for the following enhancemnet:
Currently, users with "Purchasing Operator" role can delete items, the existing logic behind this is, when a PO line is created (even before it is received), there is a need for the Purchasing Operator to be able to delete the item in case of an error on the order.This Idea suggest to add a new privilege to the Purchasing Operator role which will prevent this user from being able to delete items - the new privilege should be enabled by default to maintain existing…
0 votes -
Physical PO line creation - allow the interested user defined on the PO line to place a title level request when the PO line is created
This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:
Today, when a physical PO line has an interested uset, a hold request is not created on the bibliographic title until the book is scanned in at a circulation desk (Item is received).
Customer rely on being able to see all requests on a title from the moment it is purchased. This is because they want both users and staff to be able to see the whole physical request queue from the moment a book is purchased, currently it creates uncertainties about who is…0 votes -
Allow the existing configuration of the user form to apply also on the "Vendors > Contact People tab > Add Contact" page
This idea was opened by Ex Libris to see how the community supports it.
There is an existing configuration for the user form which was added in August 2022: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2022/Alma_2022_Release_Notes#Configure_the_User_Form
Please have this configuration apply also when creating a new vendor "Contact" (Vendors > Contact People tab > Add Contact).
For example, if an institution selected that some fields should not appear in the user creation form, these field should also not appear in the vendor contact creation form.
0 votes
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