Alma
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43 results found
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Allow Purchase Requests to be re-linked to a different bib record
After the March updates and the removal of the search in repository it has become difficult to correct mistakes after the initial creation of a purchase request. I suggest that the search in repository function be added back to allow us to relink a purchase request to the correct bib record instead of having to recreate the purchase request.
320 votes -
Display PO-Line owner in "Manage EDI Tasks"
I would like to suggest to add a column in the Manage EDI Tasks List for PO-Line owner. That would give the option to sort the List by PO-Line owning Library.
273 votesA new "Owner" column is added to the EDI task list. This column, which is sortable, displays the owning library for each PO line. The added column enables institutions working with the EDI task list to review the PO lines by their owning library.
For more information please see Alma January RN
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"Save and dismiss" button in "Manage EDI Tasks"
In the "Manage EDI Tasks", when using the "Update Expected Receipt Date" action, updating the date and clicking on "Save", it would be great the concerned line would automatically be removed from the list without having additionally to click on "Dismiss". A new function button like "Save and dismiss" would be helpful.
263 votes -
Provide the ability to select more than one file to delete when looking at uploaded sushi files.
Right now you can only delete invalid sushi uploads one at a time, please let us select multiple and then delete.
238 votesCustomers are now able to manage their lists of downloaded SUSHI COUNTER files more efficiently by running bulk delete actions.
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Allow Acq managers to force POs to close.
There are a number of occasions where POs get stuck at 'sent' where they should be closed. Currently we have to contact Salesforce to close these which is needlessly time consuming for all parties. It would be very helpful if Alma had the option select closed as a status type that would override the sent status regardless of activation/receipt status of the order.
235 votesThis was identofied as a defect that was resolved as part of Alma January release
In some cases, the PO status was stuck in Sent even though all PO Lines were closed or cancelled. This was fixed. -
Add 'activation note' to purchase order screen for electronic orders
When ordering print material it is possible to add a 'receiving note' on the order screen. This note is visible on the receiving screen.
The same feature would be beneficial to the electronic ordering workflow: an 'activation note' available on the order screen which carries through to the activation screen.219 votes -
Ability to change Purchase Type / Order Line Type after an item has been ordered
When ordering an item a purchase type must be selected to create a POL. It appears as Order Line Type in the POL after the item has been ordered. It would be nice to have the ability to change the Order Line Type within the POL instead of canceling an order and having to create a new one from scratch. An example would be having the ability of changing the order type Print Book - Standing Order to the order type Print Journal - Subscription within an item's POL.
190 votes -
Alma task lists: "Assign to me" and bulk actions
In Alma task lists ...
- Electronic resources - activation - unassigned (Electronic Resource Activation Task List)
- Order Lines - review - unassigned (Purchase Order Lines in Review)
- Invoices - review - unassigned (In Review Invoices)
... there is only a row action ("..." button) to start the "Assign to" dialog which opens a pop-up window where you can select a user. Our colleagues are not satisfied with this cumbersome assignment functionality.
The missing functionalities are:
(1) a one-click "Assign to me" button
(2) a bulk functionality for "Assign to" and "Assign to me" (it is already possible to mark several…189 votes -
Specify time period for SUSHI harvests
When you manually request a particular SUSHI account/report to be harvested by Alma, by default Alma requests any data which it hasn't already loaded for that account from the last 12 months. If there are multiple months in sequence missing, Alma requests the data for these months together as a single SUSHI request.
This is an inflexible system.
Instead, at the point where a user requests a harvest, Alma should ask the user to specify the time period they would like to request.This would have several advantages:
- We would be able to use SUSHI to harvest usage data from…
168 votesAs of August release it is possible to indicate SUSHI – "Custom Harvest .
“Custom Harvest" function provides an option define the exact time frame for the harvest period
For more information see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes_Included_Material/2021_RN_08_Main#Define_a_Specific_Time_Frame_While_Manually_Harvesting_R5_SUSHI_Data -
Search PO Line by PO Line Note in Alma
Under Search for PO Line > Find:() >In:(), we would like to add the option to search Alma PO Line Notes Fields under the "In:" pull down menu .
This is so we can search our migrated data for codes we have installed on the "PO Line Item Notes", "Instructions to Vendor", "PO Note", and the "PO Instructions to Vendor " fields in Voyager records to easily verify the P2E process converted orders correctly.
165 votesThe existing "All" index was enhanced to search PO lines by their internal notes. Users can search by the full note description or perform a search by a partial description of the note content.
This enables Acquisitions staff to find specific PO lines by searching their notes. Internal notes can also be searched using the new dedicated Internal Notes search index.
for more information see Alma April Release Notes
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Usage statistics Missing Data page should use different symbols
Currently in the Missing Data page, Alma uses the same red symbol to indicate Data not available for that month. When we investigated, some of them had error in connection so we had to contact the vendors to fix the problems. However, some of them actually worked fine, only there were no usage data available for the requested dates.
I am requesting ExL to use a different symbol to indicate no usage, otherwise everything else is fine. So at a glance at the Missing data page, we could easily explain which months have no usage, so nothing needs to be…
117 votesAs of March release the SUSHI harvest process contains new performance enhancements. Additionally, the Missing Data tab has been renamed to the Monthly Usage Data tab. The errors on this tab are now further refined to help you troubleshoot connection issues. The yellow icon indicates that the connection to the vendor was successful, but the vendor did not send any data. While the red icon indicates that the the vendor connection attempt was unsuccessful. The green icon indicates, as previously, that the usage report file was successfully uploaded.
For more information please see Alma Release Notes https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Approved Purchase Requests should NOT appear in My Task List
The purpose of the My Task List is to highlight and provide easy access to Tasks which are awaiting processing. Only InReview and new, unprocessed Purchase Requests should appear in the Task List.
Ex Libris Response: "After the request is approved (or rejected), it is moved automatically to the Unassigned tab (thus, populating the Tasks list) for reference purposes. Users with the Selector - Extended role can delete requests (e.g. from the Unassigned tab), this updating the counter in the Tasks list."
We maintain that this is a bug, not an enhancement request -- Ex Libris has not yet completed…
79 votesThe May 2018 Release includes the feature of having the tasks list (on the main menu bar) show only the purchase requests that require your attention—those in the In Review status. For more details see here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/The_Alma_User_Interface#Tasks_in_the_Task_List
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Acquisitions workflow for born digital material
The National Library of New Zealand (NLNZ) is ordering and receiving an increasing amount of born digital material, particularly through Legal Deposit. These publications are collected as individual monograph publications and serial issues, not as part of an aggregation or domain/website harvesting, for the purposes of long term access and preservation in our Heritage Collections. They are publications in their own right, not digitised version of print holdings. Alma’s Acquisitions workflows do not currently have any options to allow for steps that are specific to receiving born digital material.
Our current workflow involves the creation of Vendor records and POLs…
70 votesAlma now supports acquisition workflows for digital material that enables institutions to manage ordering and receiving of digital material. To enable this functionality, two new PO Line types were created:
Digital One Time (DIGITAL_OT)
Digital Continuous (DIGITAL_CO)for more information please see Alma June Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202106BASE -
Improve claiming functionality for predicted items
Alma has the ability to update the expected date in the Print Journal subscription PO line incrementally based on the receiving date of the last item received, and the subscription interval provided. However, predicted items also contain expected dates, which remain the same, or become all the same if the PO line expected date is modified manually. This causes many PO lines to end up in the claims task list that do not belong there. Since the frequency is provided in the prediction pattern, the expected dates of the expected items should be "smarter" and update incrementally according to the…
47 votesPreviously if an item’s due date arrived and the item was not received, a claim letter was sent to the vendor. As of February release, if the next expected item also does not arrive, you can send an additional letter to the vendor which includes details for both items which did not arrive
For more information please see Alma Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes -
Add field for administrators in license record
We would like to add a field called "administrator” in the Summary tab of the License. This field would preferably be connected to the user inventory in Alma and should be repeatable for as many administrators as we want. Often there is more than one person included in the negotiation of a license agreement. It would be of great help to have the names of these persons in the license record in Alma.
46 votesThe idea requested was implemented as part of Alma September release
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Add Chronology J, for months or seasons, as a physical items sort routine option.
Add Chronology J, for months or seasons, as a physical items sort routine option. Serials without vol/nos now display months alphabetically.
36 votesCompleted as part of Alma December Release.
The following additional fields are available for sorting physical items: Chronology J (month), Chronology K (day), Material type, and Receiving date.
For more information please see Alma December Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/001Alma_2018_Release_Notes?mon=201812 -
Add sushi job options beyond weekly
Currently the only SUSHI job configuration options under acquisition job configuration, is either to run every Saturday or not at all. I get FAILED messages from my weekly sushi job notification. I'm finding out there are some vendors that do not make their data available except for certain weeks of the month. For example, Oxford does not make their data available until around the 15th,unless it's a weekend then it's the following Monday.
So the job runs to no effect except about once a month.
Can an option be added so the customer can run the job monthly in addition…
34 votes -
Allow multiple item records to be withdrawn at the same time.
Presently item records must be withdrawn one by one. It would be helpful to be able to click on multiple boxes next to item records and withdraw them all at once. This would save a lot of time for withdrawing individual items after material is bound or when withdrawing those not retained permanently in the collection.
33 votes -
Add Academic Department as a field in Acquisitions
Many academic libraries need to keep track of spending by academic department. If spending is not allocated by academic department then it is needlessly cumbersome to track this through the fund structure. Although this could be tracked through the sole reporting code Alma offers, there are many other competing needs for that valuable real estate. It would be useful to many institutions to have a discrete academic department field for use in creating reports.
Alternatively, add a "reporting code 2" to acquisitions that could be used for a variety of purposes.
33 votes -
Add subscription to and from dates to the invoice information that Alma exports
We believe it would be useful to include subscription to and from dates in the invoice information exported from Alma.
30 votesNew fields were added to invoice export to XML:
1. Subscription dates range
2.Additional information
Both fields were added under tag
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