Alma
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107 results found
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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…
324 votes -
FUND / Ledger facet missing from PO Line user interface
All PO Lines has multiple facets but FUND or Ledger is not one of them.
Funds, both allocated & summary, are fundamental to purchasing and we'd like to be able to filter the PO Line display by these variables.
Please add a facet in the All PO Lines user interface for FUND.
143 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…
143 votes -
Ability to suppress licenses from discovery
Sometimes, licenses have confidentiality clauses, so we can't show them in Primo, but right now, it is an all or nothing prospect. it would be great if a checkbox on the record could suppress a confidential license from showing up in Discovery.
116 votesDear All,
We are reviewing this idea and would like to ask the following: Do you refer to the "License Terms" that appear on the Discovery?
Thank you,
Zohar Shemesh
Alma Product Team
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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!
106 votes -
Ability to assign electronic activation tasks in the POL
Electronic resources are automatically added to the Electronic Resource Activation Task List page upon ordering. The current workflow requires someone with the permission of Repository Manager to manually review the activation task list in the unassigned tab (which might have hundreds of portfolios and databases at any given time) to decide whom to assign a task.
I propose a different model or workflow: Allow Acquisitions staff to assign a task while creating the purchase order line.
103 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.87 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 Time81 votes -
Delete interested users job - independent of Interested In Letter
Ex Libris says the Delete interested users job "Runs weekly to delete interested users that are linked to closed or canceled PO lines. The job checks that an interestedin letter was sent to the interested users before removing it from the PO Line. Interested users will not be removed from a closed or canceled PO line if a letter was not sent to them."
Due to privacy regulations, we would like the job to run regardless of a letter being sent or not. The closed or cancelled PO line should be sufficient to run the job.
We do not use…
79 votes -
Make "Change expected date"-button available for unclaimed PO lines
Currently, the function “Change Expected Date” is only available, when a PO line is in claim.
However, it happens often, that vendors announce a delayed publishing date before a POL is claimed. It would be very practical, if in cases like these, the expected date could be changed via the button "Change Expected Date" as well, instead of having to open the POL > Edit > Change date > Save.
It would save a few clicks and allow us to use the same workflow for the same task.
79 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:…78 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).
75 votes -
Make it possible to change the bib reference on orders with a CKB ID
Currently, it is not possible to change the bib reference (relink a bib) on orders which have a CKB ID, only those which have an MMS ID. I think it should be possible to change the bib reference on all orders.
63 votes -
Add Associated PO Line field to New Order Import Profile & Update PO Lines job
Alma lacks the functionality for batch adding an Additional PO Line to a group of PO Lines. Because Alma lacks this functionality, a great deal of manual work is required.
Here is the use case: we made a large prepayment (the parent POL), and now we are creating technical orders (the child POLs) for all the items we chose to purchase with that pre-payment. We need each of the child POLs to have the parent POL as its Associated PO Line. We can create the child POLs in a batch using a New Order Import Profile. However, we have no…
63 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 -
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.
59 votes -
Acquisitions: Add the possibility to contact the vendor when manually closing a POL
We need a way to discontinue a standing order before completion and to inform the vendor about it via email directly from Alma.
"Cancel" does have the possibility to inform the vendor about the cancellation. However, by cancelling a POL, Alma is designed to completely undo the order by detaching already received items from the order and cancelling active requests on these items (this caused us huge trouble in the past, so we can’t use it).
"Close" is currently lacking the possibility to contact the vendor via email directly from Alma.
So we suggest that an option to contact the…56 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…52 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 -
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.
49 votes
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