Alma
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91 results found
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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 -
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 -
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 -
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 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 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 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 -
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 -
Option to configure interested user notification for ebooks to be sent when activation task changed to Done rather than when Activated
We would like the ability to configure when our interested user notifications are sent for ebooks. We would like the option to send these when the activation task is changed to Done in the Electronic Resource Activation Task List instead of when the ebooks are activated. This would give us the opportunity to check the ebook portfolio links and bibliographic records for our Rialto purchased ebooks before the notifications are sent to the interested users.
14 votes -
Add an ability to change the "owning library" at acquisitions level
Organizational mergers or splits of libraries can occur at any time, necessitating the management of changes in the library landscape even after the migration process.
They involve the transfer of collections and data between libraries. While Alma supports the transfers of holding and item information between libraries, there are currently (as of Dec‘24) technical limitations when it comes to moving acquisitions data. This functionality is not yet supported by Alma.
We therefore propose implementing a solution that facilitates the seamless transfer of purchase orders, invoices, as well as linked vendor data and budget transactions between (owning) libraries within Alma. There…
13 votes -
delete pol
We really have the requirement to delete a POL attached to a PO in our daily work, we will have to reopen the POL and then cancel it and then delete it, it’s kind of complicated and can we delete it directly?
13 votes -
Reminder notification for licenses due to expire
We have licenses that will expire in X number of years. It would be good to have an option for Alma to send out reminders/notifications (e.g. email) for licenses that are due to expire
11 votes -
Allow public display of the AcqWorkOrder type to be customized
Currently, when items are in processing under the AcqWorkOrder type, the public display reads, "Acquisition technical services," and cannot be changed. I would like the ability to customize this label as we can with other work orders.
9 votes -
Allow institutions to configure their own Packaged PO approval rules
Could we please be provided with an option to disable or configure the auto approval rules of POs containing non 'Purchase/Purchase no Letter' POLs.
Institutions currently only have control over PO Line level approval rules in Alma and PO rules are limited as per the documentation - https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/060Approving_and_Sending_POs
"A PO with PO Lines that are not one of the following Acquisition methods will not go to Waiting for Approval:
• Purchase
• Purchase No letter"Providing us with the option to configure these options ourselves or via support requests to include/exclude specific acquisition methods will give us more flexibility to…
9 votes -
Claiming at Item Level
Being able to claim at item-level so that we can mark an expected issue at CLAIMED/CLAIM so that magazines, journals, newspapers, and serial publication books would be easier to claim.
7 votes -
Private labels
In acquisitions we have tagged the POL Line Subscriptions, we have put the label with the renewal month on each POL Line (In Recurring Renewal all the POL Line Subscriptions are mixed, Book Subscription, Journal Subscription, Electronic Title Subscription, etc., these labels make it faster to locate the ones we want to renew each month.
We need these labels not to be seen by other Library Services. Is it possible to have private or public labels? We would also like to group the labels into sublabels.6 votes -
Add call number to General information box
In the new UI, when searching for a title, the results do not display the call number in either the holdings summary on the left, or the general Information box on the right. yes, it's only a click away in the 'Holdings' option, but when you're doing a task involving a lit of, say, 200 items, that's 200 extra clicks.
the General information box already shows Material Type, ISBN, Edition, Brief level 10, and a whole lot of other things, so why not the call number?5 votes -
Need job to force POLs out of Claims status
Over the years, many items of all resource types have fallen into Claims for one reason or another. For the purposes of cleaning up records, Alma should have a job that enables Acquisitions managers to force POLs out of Claim status, even for closed fiscal periods or POLs that are closed. The inability to move an item out of Claim due to it not following the strict receiving process is very inconvenient and makes the Claims function almost useless when its so cluttered.
5 votes
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