Alma

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  1. 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 →
  2. 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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  3. 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 →
  4. 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.)

    22 votes
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  5. 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…

    22 votes
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  6. 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 →
  7. 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.

    21 votes
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  8. 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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  9. 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 →
  10. 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.

    19 votes
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  11. 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.

    19 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  12. POL access service subscription & other service subscription -> add expected activation date

    In two POL subscription type, the expected activation date is missing :
    access service subscription & other service subscription.
    Thank you to add the field "expected activation date" into these 2 POL templates.

    19 votes
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  13. 'Release remaining encumbrance' Box To Be Ticked as Default

    When looking at manually created invoices it would be ideal if the 'release remaining encumbrance box' be ticked by default. It currently is left blank and we have to remember to tick it each time.

    19 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  14. 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…

    18 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  15. PO Line for Standing Orders: Renewal field

    when creating a POL for a standing order, the Renewal field is required before the order can be saved/sent. But the whole point of a standing order is that I don't have to do anything to renew it; the vendor just keeps sending them. This should not be a required field; it's clogging up my renewals because I there is no action needed on my part.

    18 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  16. Using "Change expected date" clears filters on "Order lines with claims"

    When using the "Order lines with claims" task it's useful to add filters, such as Purchase Type and Vendor, to refine your list of claims. However, if you use the "Change expected date" option, which should be quicker than Edit, it clears your filters once the new date is saved.

    Can you please allow the filters to remain after using the Change expected date function? Thank you

    18 votes
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  17. Automated order claiming

    We need a solution for order claiming that works automatically for this for groups
    - one time orders
    - subscription orders
    - standing orders
    - online resource orders.

    Workflow:

    a) The expected receipt date/expected activation date in the order/item/portfolio is reached.
    b) Alma must send an claim to the vendor.
    c) Alma changes the expected delivery date/expected activation date automatically by taking the information from the vendor-account (date of day plus expected receipt after ordering (days)/date of day+expected activation after ordering (days)).
    d) A reminder in the task list is not necessary.

    Details for the four groups see attachment please.

    18 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  18. Manage Multiyear Licenses for Electronic Resources in a POL

    Hi,

    It is common for libraries to sign multi-year price lock deals for e-resources (databases, journals, etc). Currently, we are keeping track of this information as "Notes" which is hard for us to follow since "Notes" used for other purposes. Also, we need to update the "List price" accordingly before we proceed with a renewal /invoice payment.

    Would it be feasible to have a POL type that is catered for multi-year deals. I was somewhat inspired by the new feature in the Jan'18 release that is meant to record multiyear licenses in a Network Zone. A similar feature in the…

    18 votes
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  19. Ability to attach bibliographic record to CZ order

    The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.

    In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
    https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp(English)/020Acquisitions/020Purchasing/045Closing%2CReopening%2CandRelinking

    17 votes
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  20. 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
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