Alma

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  1. 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…

    26 votes
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    Anonymous responded

    Submitted by Ex Libris PM on behalf of our customers

  2. Hotlink URIs in Vendor Interface Details

    In the Vendor Interface Details screen there are several fields in both the Administration Information and Access Information tabs for URIs. However, URIs entered into these fields are static. It would be useful if they were hyperlinked to go directly to the admin site, for example, for manually downloading counter stats, or doing other admin account maintenance.

    25 votes
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  3. Change currency in the order

    In the order the currency can not changed when the order is saved already. See attachment too, please.

    We need a possibility to change the currency after sending the order. Here are the reasons:

    a) During the order creation it was made a mistake.
    b) For subscriptions and standing orders the currency changes during the lifecycle. First we used British pound and than we use Euro, for example. The vendor changes the currency and we also have to be able to change that.

    25 votes
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  4. Incoherent date in the “Date” column when the transaction type is “Expenditure”

    According to the developer, the expenditure date comes from the invoice date and always comes from it (see documentation at https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp(English)/020Acquisitions/030Invoicing/020Creating_Invoices).

    As you can see there, the calculation of the exchange rate is also done according to this date: "By default, Alma calculates the value of the transaction based on the exchange rate on the date specified in Invoice Date."

    Now we know where the date comes from when the type of transaction is “Expenditure”. However, in other types of transactions (transfer, allocation, encumbrance, etc.) the date that appears corresponds to the moment in which…

    25 votes
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  5. 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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  6. “Creating an invoice from PO” always sets the encumbrance to zero

    The use of the function “creating an invoice from PO” is essential for us. It saves a lot of work during invoice processing. The function always sets the encumbrance to zero, even if only a partial invoice has been recorded (for example: encumbrance: 300 Euro, partial invoice: 100 Euro -> disencumbrance: 300 Euro instead of 100 Euro).

    Ex Libris write: "This enhancement is already on the Alma Road Map but I can't provide a date now when this will be implemented."

    From our point of view, this is a mistake and should be corrected. A disencumbrance of the budget may…

    24 votes
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  7. Purchase request conversion into a resource sharing request

    It would be good if it was possible to convert a purchase request into a resource sharing request on Alma. This might arise in circumstances where the user has originally requested a purchase request for a journal article on Primo. It would be useful if this purchase request could be converted into an ILL request simply without having to re-key in the information

    24 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  8. Copy subscription date range

    When adding an invoice line for a POL which has subscription date it would be useful if there was an option to copy the POL Subscription dates to the ‘Subscription Dates Range’ in the invoice line rather than having to enter it. Especially if there are multiple invoice lines it would speed up entering the data and avoid errors.

    23 votes
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  9. Receiving Notes

    If possible, place Receiving notes directly under the "Receiving Settings" section.

    Reasoning: When an item is being checked in and there is something in the Receiving Notes it usually has something to do with the way that title is checked in. Where it is located now, the check-in process has already been started and even possible received/entered incorrectly.

    23 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  10. Add a Notes field to SUSHI accounts

    We would like to see a Note field in the SUSHI account area. There are situations where a SUSHI account is set up but Inactive, and it would be nice to have a field where we can describe the situation.

    For example, Taylor & Francis Ebooks. It's a new platform (Nov 2017) and Ex Libris has added them to their list of SUSHI vendors. However, I've contacted the publisher and their SUSHI isn't quite ready yet. It would be nice to have a field right in the SUSHI settings where I could note that.

    Thanks,
    Naomi Maendel
    University of Manitoba …

    23 votes
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  11. More POL parameters/Mappaing fields to be needed in Import Profile (EOD)

    We suggest that more parameters or mapping fields can be provided in creating the EOD profile. For example, we add on the profile, we want to set POL Status as EOD General parameter - Auto Packing, Manual Manual Packaging and In review.

    23 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  12. Interested Users with API

    When ordering with YBP using the API, it would improve workflow to add a hold for a patron into the Interested Users tab. Right now we add hold information into the Library Note field that goes to the Notes tab in Alma. We have to take an extra step to check for a possible hold with each title and add it to the Interested Users tab manually. It would be much better if the API would do it for us either by creating a new field to enter the information in GOBI or take it from the Library Notes field…

    22 votes
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  13. 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
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  14. 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.

    22 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  15. 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 URL

    We don't always want to use Analytics to find the answer to a simple question.

    22 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  16. ACQ: Improve PO Line Claiming job

    Please make the PO Line Claiming job more granular. Sending claim letters to all vendors without restriction of any kind is not really feasible.

    It should be possible to define own sets of PO lines (which should be claimed) by using the following criteria:
    - One time orders
    - Continuous orders: All / Serials / Standing orders
    - Vendors: All / only specific vendors
    - Acquistition types: All / only specific types (purchase, legal deposit, exchange, etc.)

    21 votes
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  17. Receiving note for electronic resources

    It would be fantastic if a receiving note option was included for electronic resources as it is for print resources (a field which can be extracted for analytics). The current notes field can not be accessed via analytics and it is therefore difficult to track trends in usage, information about cohorts using different resources, reasons for purchasing, etc.

    21 votes
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  18. 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…

    21 votes
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  19. Automatic renewal notifications of subscriptions

    Our library manages about 3'500 current subscriptions to periodicals. We fixed the automatic annual renewals of our subscriptions on a same date, precisely on the 31 August. As most of our subscriptions have been assigned to a few suppliers, our wish is that all renewal notifications intended for a same supplier are included in a single e-mail, instead of being sent individually in separate e-mails. We wish to avoid that each supplier receives as many e-mails as there are automatic notifications on the same date. They would only receive one e-mail with all the renewal notifications.

    21 votes
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  20. Ability to raise a POL at 0.00 (zero) value

    POL's are created for gifts, donations or items purchased via an eBook scheme to allow for analytics.
    These POL's have to have a minimum value of 0.01, as a POL cannot be created at 0.00 (zero) value.
    This creates an encumbrance against a fund, which is false and has an impact on the available balance

    20 votes
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    1 comment  ·  Acquisitions  ·  Admin →
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