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96 results found

  1. Extend the "interested users" functionality

    Acquisition librarians want to extend the current "interested users" functionality in order to serve the end user in a better and faster way. The current "interested users" functionality is not sufficient enough, to become useful and really benefit from this functionality we would like to extend it with:
    • The ability to sort the interested user list.
    Use case: some users (e.g. academic staff) have priority and should get the issue first!
    • Make it possible to create hold requests on these items regardless of the existing fulfillment policy:
    Use case: some libraries don't allow requests for available items, but…

    287 votes
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    Dear community, this idea was reviewed and accepted, below you can find the suggested design, please feel free to comment if you have further suggestion:

    1. It will be possible to sort the interested users list using arrows. The hold requests will be activated as per the order in the interested users tab.

    2. A check mark for ‘Loan to first interested user’ will cause the received item to be automatically loaned to the first interested user when the item is received.

    3. It will be possible to print the list of users (in the proper order) when the item is received

    Thanks,
    Noam Fass | Alma product management team

  2. Batch deleting PO's

    There is currently no system job to delete PO's. These have to be done manually using the Acquisitions>Purchase Order>Delete PO function individually in ALMA.

    We have 1000's of old orders migrated from our legacy system that are no longer required. We also now only keep 7 years worth of orders in line with current financial practice and so would like to be able to set a job to batch delete at rollover into the new fiscal period.

    271 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.

    231 votes
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    Dear community,

    Thanks for this idea.

    I would like to make sure that we fully understand the use case:

    1 The need is to allow users to change the currency for PO lines which were packaged and sent.

    Can you please specify the statuses in which this is needed?

    2 Upon such change, funding should be handled: disencumbrance for the original encumbered amount, and a new encumbrance on the fund with the new amount and currency. Is this correct?

    3 The POL should be removed from the original PO, and re-packed. Is this correct?

    4 Should the order be sent to the vendor again?

    Thanks,

    Tamar Fuches

    Alma product

  4. Overriding and/or deleting a continuous POL at the item level

    As a cataloger at a large research library, we frequently receive gap-fill purchases of periodical issues from third-party vendors or as gifts from donors—including for subscriptions that are still open.

    We know that we can associate a POL at the holding level, but this is undesirable for these situations where we need to trace the POL/method-of-acquisition to an individual item. Also, if you change a continuous POL at the item level, Alma changes the POL for every item attached to that same holding.

    Often we have many items purchased with different (or no) POLs—subscription, firm order, gift—together on one holding,…

    219 votes
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  5. Ability to find bib records with attached PO lines but no inventory

    Problem:
    It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.

    Use Case:
    The ability to find bibs with only PO lines attached is necessary in order to keep the database…

    190 votes
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    Dear community, 

    Thank you for raising this idea.


    I would like to better understand the use case here:

    1 How often such check is done? if this is a "cleanup" that is done once in a few month, for example, perhaps an analytics report would be sufficient?

    2 In the description you wrote about the "has inventory" index. Can you give more details, why it is not useful for the described use case?


    Thanks,

    Tamar Fuches

    Alma product team

  6. More easily edit/delete POL templates

    We would like to be able to more easily update our POL templates. As far as I can tell, you need to create a new order, make adjustments in the POL, and then Save As Template - overwriting the old template. There should be an easier process.

    186 votes
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  7. Add more fields to the Update PO lines information & Update POLs Advanced jobs

    All fields of the POL should be something that can be updated by job.
    Some specific fields that it would be really helpful to have in the Update PO Lines Information or Update PO Lines Information Advanced jobs are:
    Subscription from/to dates
    Renewal date
    Cancellation Restriction checkbox & Cancellation Restriction Note
    While it might be possible to update these fields via the APIs, the permissions and skill level needed to use the APIs is much higher than to run jobs.

    186 votes
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  8. Interested In Letter – improvement to the usability

    When working on a purchase request, you can tick a box if you would like to notify the patron upon receiving/activation, and upon cancellation.

    OTB the Interested In Letter sends the same message when the request is received or cancelled. The letter in use does not seem designed for the cancellation message.

    This creates a discrepancy between what we choose to notify the patron of, and what we are actually able to communicate.

    Since we neither have access to the message table used as an input to this letter, or the opportunity to differentiate by using labels, we are forced…

    170 votes
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  9. PO line description should represent current bibliographical data

    Alma provides insufficient data in PO lines for the task of pulling a list of subscriptions a library has of a specific publisher's titles:

    1. The PO line description contains only bibliographical data from the bib record as it was at the time the PO line was created. Subsequent changes in the publisher data are not updated in the related PO lines.

    2. Even in newly created PO lines, Alma introduces the content of MARC field 264 _1 instead of 264 31 if such a field exists, i.e. it copies the first, not the current publisher’s name into the PO line description.

    134 votes
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  10. Add the ability to add notes to POLs en masse

    During some projects, it is necessary to append the same note to a group of POLs (cancellation projects, for instance).

    Being able to add a note to a group of POLs en masse (versus adding the note to each POL one by one) would be helpful.

    126 votes
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  11. Enable configuring VAT on the purchase order line level

    Institutions should be able to enable configuring VAT on the purchase order line level so that it can be taken into account for encumbrance calculation. Having the VAT only configured at the invoice stage creates incorrect Fund Balance reports where Encumbered Balance is always underestimated and Available Balance always overestimated. A distinction between Inclusive and Exclusive VAT in the POL would be necessary.

    123 votes
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  12. Ability to add closed purchase order lines to the Acquisitions tab, PO Line field on active portfolios

    Alma will not let you place a closed PO Line in the portfolio Acquisitions tab, PO Line field.

    We want to tie closed PO Lines to active portfolios because the PO Line is why we have archival access and why the portfolios are still turned on after cancellation.

    Migration to Alma results in many PO Lines not linked in the Acquisitions tab PO Line field. Cleaning this up would involve reopening the PO Lines and closing them. This is too much effort for what we need to accomplish. Please implement!

    96 votes
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  13. Linking several Electronic Collections to one PO line from within the order

    In Alma it's possible to link several Electronic Collections to one PO line. This is very helpful for us. To do so you can just write the PO line number in the field PO Line in the Acquisitions and License Information in the Electronic Collection Editor. But there is no way to do it vice verse, to link the order to multiple electronic collections from within the order. This would be very important for us, especially for those cases where the Electronic Collection is not in our IZ but in the NZ, so that we are not able to edit…

    88 votes
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  14. Allow update PO Lines information job to change continuous to one-time and vice versa

    Sometimes PO Lines are created using the wrong PO Line Type. Currently the Update PO Lines Information - Advanced job allows changing PO Line Type, but not from continuous to one-time or one-time to continuous. This is the error message we see when we try:
    "Could not change a one-time PO line to a continuous PO line or a continuous PO line to a one-time PO line." It would be helpful to be able to change from one to the other in cases where a PO Line was created as a continuous, but should have been one-time, or vice versa.

    86 votes
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  15. Additional functionality for new Born Digital POL types

    As a Legal Deposit library we process physical and born digital material in the same way through Acquisitions; creating bib records (often pre-publication), POLs and claiming if we don't receive material in the expected timeframe. We need the new Digital POLs to work as close to the Physical workflow as possible.

    The new born digital workflow assumes that we have the file in hand and can attach the representation when we create the POL. That is not always the case for us as we create a lot of POLs pre-publication as well as for material where we then need to…

    79 votes
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  16. Add "Streaming" Purchase Order Line (POL) Types

    There are currently no POL line types for streaming content.

    I'd like to see the following POL Line types added:
    Streaming Video - Subscription
    Streaming Video - One Time
    Streaming Audio - Subscription
    Streaming Audio - One Time

    77 votes
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  17. PO Line: missing identifiers ISBN/ISSN/ISMN etc.

    Please list all identifiers in the PO Line.

    See the following examples:
    Data in the bibliographic record --> data in the PO Line XML file

    Example 1:
    020 __ |a 9783702404727
    024 2_ |a M008027376
    --> PO Line - XML: only content of 020
    <identifier>9783702404727</identifier>
    <identifier_type>ISBN</identifier_type>

    Example 2:
    024 3_ |a 730099129329
    028 52 |a 8.551293
    --> PO Line - XML: empty identifier
    <identifier></identifier>
    <identifier_type></identifier_type>

    Example 3:
    020 __ |a 0415462444 (pbk.) |c £24.99
    020 __ |a 9780415462440 (pbk.) |c £24.99
    020 __ |a 0415462436 (hbk.) |c £70.00
    020 __ |a 9780415462433 (hbk.) |c £70.00
    --> PO Line - XML:…

    72 votes
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  18. Delete interested users job - independent of Interested In Letter

    Ex Libris says the Delete interested users job "Runs weekly to delete interested users that are linked to closed or canceled PO lines. The job checks that an interestedin letter was sent to the interested users before removing it from the PO Line. Interested users will not be removed from a closed or canceled PO line if a letter was not sent to them."

    Due to privacy regulations, we would like the job to run regardless of a letter being sent or not. The closed or cancelled PO line should be sufficient to run the job.

    We do not use…

    71 votes
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  19. Set the sender address to the address of the staff that made the PO and automatically forward the mail to the said staff.

    With multiple librarians handling PO, this can help us keep better track of PO details and increase process efficiency.

    63 votes
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  20. Make it possible to change the bib reference on orders with a CKB ID

    Currently, it is not possible to change the bib reference (relink a bib) on orders which have a CKB ID, only those which have an MMS ID. I think it should be possible to change the bib reference on all orders.

    57 votes
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