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97 results found

  1. 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
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  2. 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.

    7 votes
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  3. 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
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  4. 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
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  5. 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?

    6 votes
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  6. Make Order Status field available in the Interested In Letter XSL

    We would like additional Purchase Order fields added to the XSL available for the ‘Interested In Letter’ please, specifically the Order Status field. This will enable us to use conditional statements in the letter template so that certain blocks of text can be included or hidden depending on a given field. We take that approach already with other Alma letters. For example, in the ‘On Hold Shelf Letter’ template, we use <xsl:if> statements to draw on the Pickup Location available in the XSL and display different guidance to recipients depending on the location from which they are collecting a request.

    5 votes
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  7. License Section Names - Customizing Capabilities and Upgraded Reordering

    I'm bringing back an idea that was posted years ago because I really think it's important.
    Many of us would REALLY like to have the ability to create our own Section Names. If it's possible for us to create our own license terms, then I don't see any reason why we shouldn't have the ability to personalize Section Names.
    As the original idea stated, the existing section names don't always match well with our agreements and there are some clauses that don't fit under the current sections. The lack of ability to create our own license sections can really make…

    5 votes
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  8. monthly usage data green checkmark link to counter report

    After you load usage data and look at the monthly usage data tab, the green check marks should link to the COUNTER report when you click on it.

    4 votes
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  9. Add item policy to the summary tab in Acquisitions when placing an order

    It would be useful to have the library, physical location and item policy on the same page when creating an order. At the moment when ordering a print item we add the library and physical item location and then have to go back and click on the library to enter the item policy which creates an extra click.

    4 votes
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  10. Create an Alma Idea exchange category for License

    There is no category specific for the License area of Alma, which makes it difficult to find other's ideas for License improvements. I had to choose a category for this idea and went with "Resource management - Electronic", and definitely didn't want to go with "other"

    4 votes
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  11. Arcanum

    Arcanum Newspapers
    URL: https://adt.arcanum.com/en/collections/
    Provider: Arcanum

    4 votes
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  12. Allow institutions to add custom descriptive names for Reporting Codes

    We recently updated some of our reporting codes. It would be great to be able to add descriptive names. As an example, rather than having to remember that the 1st Reporting Code is for "Collection Area" we would like to customize the label so that "Collection Area" appears in the POL, invoice, and related components of Alma and Rialto instead of "1st Reporting Code".

    3 votes
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  13. Move the Fund and Ledger Fiscal Period Table from Configuration to Operational Acquisitions Module in Alma & Update Role Requirement

    We request that the Fund and Ledger Fiscal Period table be moved from the Configuration menu to the operational Acquisitions module in Alma and associated with the Fiscal Period Manager role. The management of fiscal periods is an operational, recurring activity performed by acquisitions and finance staff as part of the annual fiscal rollover process. Although the table is currently located under Configuration, updating fiscal periods does not represent a system configuration change. Instead, it is a routine operational task that must be completed each fiscal year.

    A transition of this kind aligns the location of fiscal period management with…

    3 votes
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  14. Add an option for annual token entry to track "Requests to publish" in multi-year transformative agreements

    Currently there are only two options for tracking requests to publish for Transformative Agreements: Unlimited or Number of Tokens. However, for a multi-year agreement with a set number of tokens per calendar year, there is no great way to track this within the Agreement Definitions on an ongoing basis. If we could get the option to track the number of requests to publish for multiple time periods within the same agreement, that would be beneficial for those with multi-year TAs.

    3 votes
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  15. More descriptive detail on error Alerts tab

    Provide useful details of errors on the Alerts tab where compulsory information missing or erroneous, and link to, or just details of, the field in question.

    3 votes
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  16. Display new Library Review request in the Task List

    Hello, I am a new customer so this may already be possible... but it would be a great help if whenever a new Library Review is requested to be able to quickly see it in the task list.
    It would also handy if you could run a report of all completed reviews. Thanks

    3 votes
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  17. l.walton@westernsydney.edu.au

    Currently it is not possible for locally created collections to be displayed in Primo under the Collection facet. Please consider mapping this facet to local collections

    3 votes
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  18. Allow the rollover of a set of POLs or the results of an Alma Analytics query

    It would be nice to be able to roll just a set of of orders, not individual POLs, or specific types of POLs. In our case, we have two libraries that prefer to have their orders rolled over on encumbrance, and the remainder on expenditure plus an FPC factor. We tried doing this this year by separately rolling the specific library's ledger and then associated POLs, but it took days. I think the issue is that it is trying and failing to roll every other active POL, and then just failing on those that do not yet have active funds.…

    3 votes
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  19. Disable the license terms from cascading down from POL to electronic collections and portfolios

    The current situation is that after attaching a license to a PO Line, this license will override the license(s) originally attached to the electronic collections and the portfolios. We have 5000+ Chinese ebooks that come with a wide range of number of concurrent users. While we can update them using the 'Run a Job' function, but once the POL that is connected with the electronic collection is updated, it will override the license terms we have for the individual ebooks. So we would like to see if there is an option to delink the POLs and electronic collections from the…

    3 votes
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  20. Add "PO Line Owner" as an input parameter for Purchase/Invoice Review Rules

    Adding "PO Line Owner" as a parameter for Purchase/Invoice Review Rules would allow differentiation by location. Our main library uses student workers for ordering, and I want to be able to have review rules in place to catch potential mistakes. Our satellite location has one staff person doing all the acquisitions. These same review rules will be cumbersome for their workflow. Having separate rules allows each location to operate most efficiently.

    3 votes
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