Alma

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  1. Expand ONIX-PL import to all default values in Alma.

    For ONIX-PL to actually save time, more variables has to be supported.
    We suggest that all default fields in Alma, and language for Text and Data mining are included in the import file.

    89 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  2. Ability to store & track VPAT® documents

    As part of the procurement or licensing process, many libraries may request that a vendor provide a VPAT® (Voluntary Product Accessibility Template) in order to indicate their compliance with Section 508 of the US Rehabilitation Act. It would be desirable if functionality could be developed somewhere in Alma that would allow libraries to track & report whether/when a VPAT was requested and received, which VPAT version was used, and local notes related to accessibility testing.

    89 votes
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  3. "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.

    88 votes
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  4. Can option for viewing 'Ready to be Paid' invoices be added to Acquisitions menu?

    In the 'Receiving and Invoicing' section of the Acquisitions menu,
    there are options for displaying invoices in various stages of processing: 'Review', 'Approve' and 'Waiting for Payment'. (See Alma_menu.PNG)

    It would be very useful to be able to display invoices 'Ready to be Paid' - i.e., which have passed the review stage and await running of the job for export to ERP, which changes them to 'Waiting for Payment' status.
    Can the menu be configured to include this option?

    88 votes
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  5. Additional "title" column under Funds and Ledger - Transactions tab

    Hi,

    Under Funds and Ledger - Transactions tab, we get to see fields e.g. Type, PO Line, Invoice Line, Amount, Reporting Code, etc.

    Can we request for an additional "title" column. It will be very useful (esp for expensive purchases, eg e-collection) to know the title without the need to click on each POL/invoice.

    Thank you.

    87 votes
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  6. 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…

    82 votes
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    1 comment  ·  Acquisitions  ·  Admin →
    Anonymous responded

    Submitted by Ex Libris PM on behalf of our customers

  7. The number of display record in one page can be more optional in Receive / Receiving Department Items

    We suggest that it is possible to select multiple records in one page not only 20 records but also 50/100/200 etc in Receive or Receiving Department Items. The number of display record should be optional or configurable for institution or personally.

    81 votes
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  8. 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."

    81 votes
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  9. Automatic Hold Item check for its interested user

    Please make it possible that when a PO line has an interested user, its Hold Item gets checked automatically by using any of the following methods:

    1) the library's configuration change
    2) Import Profile setting
    3) Update PO line job

    This function is necessary for Patron-Driven Acquisitions which takes up most of our purchases. Now we manually open each PO line and tick the box one by one, which is one of the biggest hassles when there are hundreds of PO lines to review.

    70 votes
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  10. PO Line and invoice attachments: Upload/View/Edit/Delete - additional user roles needed

    It is possible to upload attachments to a PO Line or an invoice. These attachements can be viewed, edited and deleted as well.

    In case of using Alma as (the only) data storage for e.g. invoice PDFs, it is very important that attachments can be deleted only by specially privileged staff users. Deletion might be necessery e.g. because of erroneous uploads.

    Looking into the 'Roles Reports' shows that there is no 'Delete' option listed (so Edit means also Delete):

    Purchasing Operator / Purchasing Manager


    • polineattachments.xml ... View Edit

    • po_attachments.xml ... Edit

    • invoiceattachmentstab.xml ... View

    • poline
    69 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  11. Fiscal Period Rollover - Move Cash Balance forward to new period

    The latest release of Alma added functionality to the Fiscal period rollover that offers an option to Allocate new funds based on the Cash Balance of the same fund in the closing Fiscal period. We’ve been testing this out and it seems while the cash balance is indeed allocated to the new period, it is also left on the old period!

    This means the same money is being reported and allocated twice on Alma, which leaves great scope for confusion and I believe is contrary to good accounting practice.

    I believe this enhancement needs a further tweak, to allocate the…

    68 votes
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  12. 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.…

    67 votes
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  13. Enable link from Invoice line to live Purchase Order Line so that data can be updated

    The Alma renewals workflow for continuous resources (Subscription POLs) involves creating Invoices and updating the renewal date and other data such as Notes in the Purchase Order Line. This should be possible as part of a unified workflow when invoicing, i.e. adding the invoice line and then linking through to a live Purchase Order Line to update and save the renewal date etc.
    Currently the Invoice Line PO Line link is View Only which means a separate search and action is required to find and update the renewal dates etc in POLs. This is inefficient and wastes time - given…

    66 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  14. Add functionality to fund summary pages to view expended orders

    There is no functionality within the fund summary pages to see what orders have been paid. The value of the expended balance does show in the summary graph however it would be really useful to see the orders this relates to.

    66 votes
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  15. 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.

    61 votes
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  16. 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…

    60 votes
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  17. 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…

    58 votes
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    Anonymous responded

    Submitted by Ex Libris PM on behalf of our customers

  18. 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.

    56 votes
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  19. Validation check for outgoing vendor emails

    Please add a validation check for outgoing vendor emails. Otherwise a spelling mistake might go unnoticed.

    54 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  20. At fiscal rollover, populate 'list price' field in continuous POLs with the total expenditure on that POL from the previous fiscal year

    See case #00483470.

    The figure in 'list price' represents the amount we first paid or expected to pay for a resource. In most cases, this price is wildly inaccurate after a few years.

    Manually updating these prices isn't feasible, as we've thousands of POLs and editing the prices while inputting invoices doubles the time spent on invoice processing.

    I'm hoping we can do one/all of the following:


    1. At fiscal rollover, the list price amount in the POL is replaced with the amount of the last fiscal year's expenditure.


    2. We run a job that changes the contents of the list price…

    52 votes
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    1 comment  ·  Acquisitions  ·  Admin →
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