Alma
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82 results found
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Improve financial forecasting of subscriptions
It would nice to have more functionality in terms of subscription financial forecasting.
Although we can roll over subscriptions with a blanket % increase, we would like to be able to input and overwrite this where we know price increases will differ.
In addition, where we know the increases for multi-year agreements, these can all be set in advance, allowing for more accurate encumbrance figures.
45 votes -
Re-linking invoice lines from old orders to new orders.
Currently we are unable to re-link invoices from old orders over to new orders, it would be most helpful if Alma was capable of doing this.
22 votes -
Ability to edit a location instead of creating a new one
We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.
We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.
This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).
This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…
80 votes -
Adding 'citation type' to the facet in Resource Sharing Borrowing/Lending Request
Though I can distinguish book and article using other facets such as requested form, I think that citation type(book/article)is going to be more intuitive and useful. In addition, because I found it possible to use citation type as a facet in Acquisitions, including it in Resource Sharing is also proper considering coherence or unity of facets. I hope it is added soon.
32 votes -
"Request" link when you have ordered a physical book
When you have ordered a physical book (one time order) it would be very helpful to get a Request link available on the Purchase order lines in Review page.
Then you could place a request more quickly. You don't have to search for the book again.
148 votes -
Colour/shade gradients to tell the different between license statuses (Active, Retired, Deleted)
In the list of licenses it would be useful to have a colour/shading gradient difference between active and inactive licenses.
For example, when you delete a license it still remains in Alma, it is just given the status deleted. This is fine as it provides a history, however, as the deleted licenses in the list look exactly the same as active licenses, apart from the status note it can often be difficult to tell the active and deleted licences apart, especially at a glance.It would be useful to change the colouring/shading gradient, for example, grey out the text, for…
64 votes -
Vendor contacts need phone extension added
When adding a new contact to the vendor location, there could be numerous people using the same base number, but with different extensions. Can you add a space to allow entering the extension?
35 votes -
Item's inventory price
a) Instead of clicking Allocate every time to assign the item’s inventory price from the PO line, the process should be automated as was the case in Aleph.
b) The final price from the PO line should be converted to our local (and default) currency automatically and written to the item’s inventory price field.
c) When an invoice is paid in Alma, the item's inventory price should be updated automatically with the final amount in our local (and default) currency.
All of the above is required for reporting to our financial department and library management.
25 votes -
Enable embedding fund balance graphs and data on Alma Home Screen
Fund balance data from Analytics is inaccurate as data is piped in to Analytics on a daily basis, making fund balance widgets created in Analytics less useful for checking available balances. We would like to request the ability to quickly access up-to-the moment fund and available balances available under each fund under Acquisitions > Funds and Ledgers > Fund > Reports in home page widgets. This would enable staff placing order to check live fund balances easily on a regular basis.
34 votes -
Display local price in addition to the foreign currency price
We need the display of the local price in addition to the foreign currency price on the Invoice Lines tab and in the POL summary tab. That's very important for us.
60 votes -
Allow different configuration of Interested User emails for ebook orders
Currently the automatic email for the Interested User of an ebook order isn't triggered until the status of the order changes from 'Sent' to 'Waiting for Invoice'.
It would be beneficial if we could configure the emails differently to allow an alternative trigger eg the activation date.
This would eliminate the current considerable delays between the ebook being available and the sending of the email.41 votes -
Ability to remove Associated PO Lines from a POL
If we add a POL # to the Additional section of a POL > Associated PO Lines and then discover that it was incorrect we are not able to remove it. We can change it but not remove it.
We would like to be able to remove the Associated PO Lines if we find that we have made a mistake
27 votes -
"Acquisition method"
When creating a "PO Line" would it be possible in the "PO Line Summary" tab to move the "PO Line details" from near the bottom to the top as it actually makes more sense to select the "Acquisition Method" first as it dictates what fields you need to fill in, e.g. "Legal Deposit" means "Pricing" and "Funding" etc. become inactive and are no longer required fields. I know if you use a template it doesn't matter because you it populates that field for you but in terms of workflow it seems backwards.
Thanks :)
15 votes -
Ability to assign Renewals.
In the same way POLs or Purchase Requests in review can be assigned. This will give us that ability to assign subscription renewals to selectors/budget holders for approval.
14 votes -
Change Financial Year dates after they have been set
It doesn't look as if it is possible to change the start and finish dates of any financial year in Acquisitions Configuration > Fund And Ledger Fiscal Period table mapping tables once the year has been created, unless it is deleted completely.
Can it be made possible for the start and (in particular) the end dates to be edited having already been set and saved, if so required?
Being able to do this would be of particular benefit around the time of a financial year rollover, especially if an institution cannot be certain that all financial transactions for the outgoing…
17 votes -
Retain Data in Interface Records
We really like the multiple tabs on interface records that allow us to record different admin logins and statistical information.
Publisher and vendor changes happen pretty frequently in our environment and we foresee needing to move interfaces from one vendor to another on occasion.
We just found out the hard way that when an interface is deleted from a vendor record and then added to another vendor record all the information that was in the various interface tabs gets wiped out. Can something be done to preserve the information that was hand keyed into the interface tabs?”56 votes -
Ability to link to single interface records from vendor record
At the moment, when you link to an interface from a vendor record in Alma the interface record cannot be linked to one that has already been set up. For example, if you have Vendor A and link it to Interface X you cannot also link Vendor B to Interface X. You are also unable to have two interfaces with the same name. This is required in situations where we have multiple vendors for the one interface. For example, SAGE journals are acquired directly through SAGE but the ebooks are acquired through iGroup. In this case we would like to…
94 votes
Anonymous
responded
Submitted by Ex Libris PM on behalf of our customers
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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 votesAnonymous
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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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
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