Alma
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91 results found
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Separate amount and its currency into two columns when exporting to excel
In the pages of Funds and Ledgers, we would propose to separate amount and its currency into two columns when exporting the file, which would be easy to perform calculations in excel.
27 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 -
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 -
Un-receive option for items not in-department with interested users.
Current un-receive functionality is restricted to items which are still in department and having no interested users. It would be very helpful to have un-receive available without these two conditions attached.
22 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 -
Purchase Requests: Create 'Archived' Tab?
Purpose: Purchase Request Management. To retain complete request history, whether approved/ordered or rejected, in a group separate from new, not-yet-assigned requests.
Controls needed: 'Archive' operation added to the Row Action Menu. Full ability to move archived requests out of the archived condition and back into the 'unassigned' state and condition, or to delete.
22 votes -
Allow harvesting of reports with the non-standard SN:Total_Chapter_Request metric
I noticed that some vendors - Taylor and Francis and Springer- are adding this non-standard metric - SN:TotalChapterRequest - to their TR Master Reports. These are 2 big vendors, and these TR master reports won't load into Alma with this nonstandard metric in them.. I was hoping there is a way to accommodate them and allow them to load.
21 votes -
Improve performance of Usage areas in Alma
The Usage sections of Alma are extremely slow. Please improve the overall performance of the Usage Data Loader, and especially the Missing Data Tab (which can take multiple minutes to load). Also, create a Usage search option in the general Alma search for such things as:
File Name
Vendor
Sushi Account
Upload Date
Uploading user
Subscriber
Status
Report type
Data Start Date
Data End Date
Vendor URLWe don't always want to use Analytics to find the answer to a simple question.
20 votes -
Eliminate the confirmation step when editing item records.
The process of receiving journal items is unnecessarily slowed down by having to confirm every single edit. Clicking on "Save" should be enough to get the job done. Breaking out Receive as a separate step has already added a step to the process. Please consider any and all ways of reducing the amount of time spent looking at blue spinning circles. Thank you.
19 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 -
Ability to aggregate claims to one vendor should be made available for Legal deposit
For the acquisition method “Purchase” the letter “PO line claim letter” is used, for the acquisition method “Legal deposit” and “Legal deposit - without letter” the “Legal deposit claim letter” is used. For the “Purchase” acquisition method an additional claim letter is available “PO Line Aggregated Claim Letter”, which in the event of there being more than one claim to the same vendor aggregates these into one letter. The same is not available for legal deposit. This means that when we have one large vendor (ex: supplier delivering on behalf of many different publishers), which is common for legal deposit,…
18 votes -
Add "Move to department" option for Acq departments
We would like a new option called "Move to Department" in the Receiving workbench AND in the Scan in Items form. The new option would have the effect of marking the existing Acq process as Done, and putting the item(s) in transit to the next department. Currently, if a workflow involves moving something from the Acq department to another department, such as a central End Processing unit that handles multiple libraries, the receiving staff have to perform multiple time-consuming steps. They must 1) Receive 2) Search for Physical Item 3) Create new Work Order 4) Scan in item to mark…
17 votes -
Create a set option in Alma for Acquisitions and Resources imports for imported files larger than 50 records
In Alma Acquisitions, we import bibliographic records from vendors such as OCLC in batch. It would aid efficiency if the option existed for the imported records to be immediately available in a set for further processing. As of February 2018, this can only be done on imports of 50 or fewer records, using the Monitor and View Imports, Report, Preview Records functionality, which creates an "or" query in Alma that can be saved as a set for further manipulation or export. A similar process (though slightly different) exists for Resources.
In both Acquisitions and Resources, if the imported file contains…
17 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 -
Add option (permitted) text data mining clause to license terms of use
Some publishers allow text data mining of databases/ejournal packages and this needs to be noted as a license term of use
16 votes -
Add a SUSHI account column in the usage statistics missing data page
Currently, a lot of publishers have chosen SilverChair as their platform, e.g. Duke University Press, Geological Society of America, American Medical Association, etc. Their COUNTER reports all have SilverChair as the platform. In the Alma Usage statistics Missing Data page, their harvesting are all together under SilverChair. One day, when one or more of the publishers have problem harvesting, we would not know just by looking at the Missing Data page, because other publishers may have harvested data under SilverChair.
Requesting Ex Libris to add a SUSHI account column so usage data with the same platform will be differentiated by…
16 votes -
Add the ability to upload EDI files from FTP sites manually
Currently, Alma will only allow you to manually upload an EDI invoice file from a local folder. If you map an FTP site shortcut to your desktop and attempt to manually upload the EDI invoice file from that location, it will say there is an error. I have confimed that Alma does not currently support manual EDI invoice file uploading from ftp sites, only when you configure it to run automatically.
Import profiles support both processes, so it seems like this area of Alma should support both manual and automatic uploads from FTP sites as well.
15 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 -
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
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