Alma
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1692 results found
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Copy subscription date range
When adding an invoice line for a POL which has subscription date it would be useful if there was an option to copy the POL Subscription dates to the ‘Subscription Dates Range’ in the invoice line rather than having to enter it. Especially if there are multiple invoice lines it would speed up entering the data and avoid errors.
59 votes -
Trials : when a participant reopens a survey form, the replys already submitted should display
At the moment, when a participant reopens a survey form he already submitted, all the answers are empty.
If he fills in again the survey form, at the end, when submitting his answers the second time, a warning message displays (do you want to submit again ?)
We consider that this warning is too late in the workflow.So our request is : when a trial participant has filled in a survey form, if he reopens the same survey form later, this one should display the answers already submitted.
19 votes -
Allow part payments to be sent from Alma to WPM for online payments
Allow a user to choose the sum they wish to pay when making an online payment via WPM. At the moment it is only possible to pay the total fine/fees owed, no option is given to enter and pay a lesser amount.
While WPM will accept whatever amount is sent from Alma, and Alma will handle whatever payment is sent from WPM back to Alma (closing fees as possible, and partially closing fees if the paid amount does not exactly match the owed amount), Alma can only send WPM one payment element with the total amount the user owes (as…
55 votes -
Searching for a title with "&" should also search "and" when searching for PO lines and invoices
When searching for a title in any of the Acquisitions (i.e. Order Lines, Invoices, Vendors, Funds, etc.) filters, searching for a title containing "and" should also pull up any results with an ampersand (&) in the title.
e.g. Searching the title "Law and Inequality" will not find the title's PO line unless it is spelled as "Law & Inequality."
159 votes -
Email notification to ISO Partners about Overdue Items
We would like for the Borrowing Library to receive an email notification (in addition to the patron) when an item is Overdue.
Since Dec. 2018 this option is available for NCIP Partners, but not for ISO Partners13 votes -
"Fulfilment Configuration Utility"- include specific loan date for closed days
When setting up the Closed Library Due Date Management for short loan items, it would be useful to be able to test it in the Fulfilment Configuration Utility by specifying the loan date and time rather than the only option being 'if the item was borrowed now'.
For example, in order to test the rule for our 24 hour loans when taking the weekend closed days into consideration, this can only be done on a Friday, which can mean having to wait 5 days to test the parameter.
If it were possible to select Friday 08:00 as the loan date…
50 votes -
49 votes
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Ability to add closed purchase order lines to the Acquisitions tab, PO Line field on active portfolios
Alma will not let you place a closed PO Line in the portfolio Acquisitions tab, PO Line field.
We want to tie closed PO Lines to active portfolios because the PO Line is why we have archival access and why the portfolios are still turned on after cancellation.
Migration to Alma results in many PO Lines not linked in the Acquisitions tab PO Line field. Cleaning this up would involve reopening the PO Lines and closing them. This is too much effort for what we need to accomplish. Please implement!
105 votes -
Add preferred address to Resource Sharing Shipping Slip Letter
I suggest that preferred shipping information be added to notificationdata/partnershippinginfolist/partnershippinginfo in the xml of this letter. Currently all registered partner addresses are added to the XML with no indication of which is the preferred address.
As a result the true shipping address cannot be deduced from the XML, which leads to a manual address lookup before shipping.
21 votes -
Link to next higher level when Alma can't match to article or chapter
When Alma cannot successfully link to an article because of no exact match is found, it would be helpful for Alma to use alternative metadata, such as the page number, to target. It would also be useful to users to be taken to the next higher level of the publication, e.g., the journal issue page. If there is uncertainty about the issue, then users should be taken to the journal page.
This problem frequently arises for short pieces and book reviews. For example, some journals publish book reviews in a section entitled, "Book Reviews", rather than as separate articles. In…44 votes -
Allowing the ability to freely assign different jobs to different users.
There are cases where we want the user to only be able to handle a specific task that is beyond their user role, but currently in order to do that we have to assign them with roles that allows them access to jobs we don’t want them to have access to.
61 votes -
Release Remaining Encumbrance and Accrual Accounting do not work together
Colleagues
For those of us that use accrual accounting, the inability to release remaining encumbrance causes difficulties in calculating expected expenditure as the fiscal period draws to a close.
Ex Libris propose a workaround for this limitation (fault), article https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_do_I_batch_release_encumbrances_in_Alma%3F.
I would like to see full functionality within Alma, that enables these two features, Release Remaining Encumbrance and Accrual Accounting, work together, to ensure remaining in year encumbrances can be calculated accurately.
Regards
Wayne
22 votes -
Preferred term correction - correct coding when flipping LCSH to LCGFT
When a 655 field is coded for LCSH and matches a non-preferred term in LCGFT, Alma flips the heading to the preferred LCGFT term but does not update the coding (it should change the 2nd ind to 7 and add $2 lcgft).
The problem is limited to cases where:
A bib heading 655/_0 matches a non-preferred term in an LCGFT authority
What happens is:
The PTC job flips the heading to the LCGFT preferred form, but it does not change the 2nd-indicator from 0 to 7, and does not add $2lcgft
What is not a problem:
655/0 headings that…
73 votes -
Set the sender address to the address of the staff that made the PO and automatically forward the mail to the said staff.
With multiple librarians handling PO, this can help us keep better track of PO details and increase process efficiency.
63 votes -
Suppress Items from discovery for a particular physical location but keep Holding statement
We feel that it would be useful to be able to suppress items from discovery from a particular Physical location but still display the holdings information.
This would be extremely useful for our Journals collections, whereby we receive individual items but only want to display the holdings statement to the end user.42 votes -
Adding a field in the Excel Example of Creating Invoice from File.
Adding a field in the Excel file under batch process that allows for inputting custom exchange rates. The reason for this is because the invoice creation date may not always be on the same day as payment, resulting in outdated rates.
68 votes -
"Create Physical Item Work Order" job - adding notes.
I would like to be able to include a note when bulk creating physical item work orders.
Notes can be added to individual work orders, but the ‘Create physical item work orders’ job doesn’t allow this – only the work order type, managing department, and pick/do not pick from shelf can be specified.
The use case is that we are correcting some of our call numbers, and the physical items will need to be relabeled. I would like those items currently on loan/in transit/in process to have work orders that send them to our repair department for relabeling when returned,…
36 votes -
Ability to attach bibliographic record to CZ order
The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.
In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_LinesSo what we want is the ability…
20 votes -
Option to set over encumbrance or over expenditure as either an absolute amount or a percentage
This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.
We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.
17 votes -
automate user update job to send user emails ie about to expire
Currently the user update job can send emails to patrons. However due to the technical aspect of creating sets and running the job our user services librarians prefer to take the information out of a dashboard and widget and add them to a template email in outlook. It would be better if a schedule job could be created to send out user update emails to logical sets. Specifically for users that are about to expire - and have loans to return.
16 votes
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