Alma
Your feedback matters to us. Help us improve Alma by telling us what you’d like to see using the message areas below. You can also can support something already posted.
We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
For more information please review our FAQ and guidelines. Thank you.
57 results found
-
Add "Purchase Type" to PO line order templates.
It would be very helpful to have the Purchase Type included in order templates. PO lines that share criteria in other fields usually have the same Purchase Type.
6 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
PO Templates: allow anyone to delete
Right now a PO template can only be deleted by the person who created it. We have a number of templates sitting in our list that were created as tests when we first adopted Alma. We can't delete them because we don't know who made them, and it's possible that the creator no longer works at our institution.
We don't see why public templates require this level of protection; if someone is concerned about a template being deleted, they can make it private.
We would like the ability to clean up our template list so it can actually be an…
6 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
PO lines to renew task list - display the renewal note
It would be useful to be able to customise the display so show the Renewal Note in the renewals task list so that we can see if there is anything particular to do/not do without opening up the order.
5 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Change bib reference action added to POLs created from CZ records
The Change Bib reference action is not available on some of our PO Lines due to using a CZ record to create the order. This is an issue for us as PO Lines with CKB references don't have bib record information when we use Analytics.
In our now closed SalesForce case (00570591) we were told that PO Lines 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…
5 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
建议alma在“run a job”的“Update PO Lines Information”的作业中，增加“订购开始日期、续订日期、续订提醒天数”这些操作项，从而实现对订单批添加这些字段信息
鉴于现在在ALMA中下订的期刊订单，我们全部都需要给每一种期刊的订单人工去更新和填写续订字段的信息，
工作量比较繁重。我的想法是建议alma在“run a job”的“Update PO Lines Information”的作业中，增加“订购开始日期、续订日期、续订提醒天数”这些操作项，从而实现对订单批添加这些字段信息（目前的“Update PO Lines Information”已经有“手工续订”这个选项可以批处理，增加剩下的字段应该可以实现）。5 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Additional PO line for Electronic portfolios/collections to show these additional resources in the PO Line
The new Additional PO option in the electronic portfolio/collection editor is great, but it would be good if these resources could also be identified from within the additional PO itself.
5 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Job to automate the addition of multiple POL notes
We sometimes need to cancel or close large groups of POLs. We append notes to these to explain the closure.
Currently, we need to add these notes to POLS one at a time.
A function that allows us to append the same note to multiple POLs (ex. "POL closed on 12/12/18 due to package changes") at once would be extremely helpful.5 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
'Additional PO Line' description
When you have inventory that is connected to multiple PO Lines, it would be great to be able to see the description of the POL from within the inventory. Currently the additional POLs are listed but you can only see a PO Line number, and you need to click into each one to see the description.
5 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Add a dedicated privilege to control the appearance of the "Change Vendor in Order" functionality.
This idea was submitted on behalf of the Product management team as we would like to understand the need and use cases of the need described below- any comment is welcome.
Currently, accessing the "Change Vendor in Order" process / job is linked to the privilege: BASICPOPOLINEMNG
This privilege is assigned for the following two roles
Purchasing Operator
Purchasing ManagerConsiderations
The suggested idea is to create a new privilege: CHANGEVENDORJOB (or similar), which controls the access to the Change Vendor in Order process / job.
The privilege should be reserved for the following…
4 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Manual packaging
Option to set Manual Packaging in the PO Line summary, Additional section as default / keep the option marked.
4 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Change bib reference number on cancelled PO
There is no option to change the bib reference for cancelled POL/POs. If this option could be added to the functionality of cancelled POLs, we would be able to move these records to more appropriate records to assist with clean up (i.e. deleting suppressed, no longer used records) or to keep like order records together so we can track order history and prove perpetual access. Currently in order to move the record over we would need to reopen the POL and then lose our PO notes that migrated from our previous ILS.
4 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Customize fields required for ordering template
Ordering templates are very helpful, but depending on the set up of each library, all the fields that are required right now may not make them as useful as they could be.
For example, we could use templates more widely - and save more time - if a PO Line type OR if fund was not always required, and instead leave that to the operator to fill in.
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Create a POL on a set of electronic portfolios
At the moment we think that it is not possibile in Alma to create a POL for a set of electronic portfolios in an electonic collection. We are suggested by support to create an order and attach to it the list of the portfolios and add a note to mention this. This is a workaround that solve partially the issue. Could be found a solution for this case?
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Add "Description" to list of available fields in the POL "Ordered Items" section
In the POL's Summary tab, the "Ordered Items" section near the top has entries for each item received on the order. These entries have the following viewable options by default, presumably drawn from the item record's data fields: Library, Location, Call Number, Copy ID, Summary, and Number of Items. Ex Libris notes that "Description" can't currently be added to this list of selections, even though this is also a field associated with the item, and visible alongside them when viewing the item record itself. Having "Description" also available as an option in the POL would help to provide more information…
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Auto-assigning PO lines to specific users
We think it would be helpful to be able to have PO lines automatically assigned to specific users based on particular features of the PO line (like total cost, fund code, reporting code, material type, etc.). For example, if one staff user always handles the purchasing of physical monographs and another staff user always handles the purchase of electronic monographs, it would streamline the process if the system could automatically assign the PO lines to the correct users based on those conditions (perhaps with a rules list).
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Manually associated PO Lines appearing in the Associated PO Lines tab
When manually associating a PO Line under the Additional section of a POL, this association should also populate an entry on the Associated PO Lines tab
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
For existing titles that need a new order, allow manual assignment of existing holdings
For serials, very often not every order is for a new title. We often close an order and create a new one when we switch to a different vendor -- this is preferable to changing vendor in order for reasons relating to invoice history -- or, in cases where a title was cancelled and is being reordered but with a different vendor. In either of these scenarios, we would open a new order but would want to continue existing holdings with new issues, not create another holdings record. Currently, we have to create a dummy holding with our POL, then…
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Change the way the Receiving Note is updated in the Update PO Lines Information job
Currently this job fully replaces the information in a receiving note. We would prefer that the job either append or pre-pend the information we would like to add to a receiving note. It is usually not a one for one replacement, but rather a common detail of additional information we need to add. Often, we can't use the job, since we still want any information already in the note to remain there.
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Custom Reordering of POL Notes
Currently it is only possible to sort notes in POLs by existing columns "Created on", "Updated On" and "Updated by". It would be beneficial to be able to reorder notes in a drag and drop method, or to shift them up and down, in order to control what notes are at the top. Currently after editing a note, once saved, it gets pushed to the top of the POL notes which can distort the order and flow of the order that we wish the notes to appear in.
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
-
Allow Material Supplier, List Price, ISBN and Fund to save when saving orders that have not been sent
If you are interrupted when creating a PO line, either because you are disturbed or because there are insufficient funds in the budget, Alma saves the information you have already put in. At the moment, it saves the PO line itself but removes the ‘Material supplier’, the ‘List price’ and the ‘Fund’, so that I’m starting off worse than from scratch because two of those three things are already included on my template when I create a PO line anew. If I change the ISBN, this also reverts back when a PO line is saved, and the Reporting Code also…
3 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
- Don't see your idea?