Alma
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103 results found
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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 -
Provide a solution to use POLs in context of Auto Holdings collections
The Auto Holdings collections are a big help for activating electronic resources. However, if you want combine them with manage your orders for the resources in Alma, you run into problems.
Use case 1: A library orders several thematic e-book packages on a yearly basis from Springer. They activate SpringerLink Books - AutoHoldings. All e-books are activated there. If, however, the library wants to retrace, wich thematic packages they bought in which year, they are confronted with n POLs attached to SpringerLink Books - AutoHoldings with no chance to sort out quickly, which order pertains to which collection and which…30 votes -
Add fund name to communication letter and po line claim letter
When starting a communication with a vendor the body field is pre-populated. Unfortunately, the fund name is missing. We would like to have to option to add the fund name in the communication letter (via letters configuration).
45 votes -
Allow more than 50 POLs on a PO via manual packaging
Right now, in the Purchase Order - Package screen, you can only package 50 POLs onto one PO. The "PO lines to package" screen will only display 50 POLs max, and if you select all, then go to the next screen, it removes everything from the first screen that you selected. This means only 50 POLs max can be put on a PO. This is frustrating when we put in an order for more than 50 items and have to create multiple POs for a single order. I think the easy fix would be to have those POLs remain checked…
39 votes -
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…
77 votes -
Always add newly implemented fields to API and Analytics
We have repeatedly run into issues with the following: Things implemented in the Alma UI are not automatically available via API and/or Analytics.
Recent examples include:
* June 2020 "Can't edit restricted users" - Ex Libris offered to add this to the API, but not to Analytics
* CDI Search activation status - as of now it is not clear whether we will have access to this via APITo be honest: I am not willing to open an idea or NERS every time Ex Libris thinks it's nice to have something in the Alma UI, but do not care…
44 votes -
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.)37 votes -
Improve po_line_remove_interested_users_job
The polineremoveinterestedusers job allows institutions to delete Interested Users from PO lines that have closed. However, there are many times when a PO line is closed before the item has left the department; consequently, running the polineremoveinterestedusers job means that interested users may be deleted before the item becomes available. Additionally, while the job removes the Interested Users from Alma, it does not remove the information from Analytics.
We request that:
A. Institutions have the ability to set a delay on the job based on the date the PO line was closed.…41 votes -
Reopening closed POLs should re-encumber funds
Currently re-opening a closed POL doesn’t re-encumber the funds. The workaround for this is to delete the fund, save the change, then add the fund back and save again.
When we brought this up with Ex Libris they advised this can't be done automatically, but that they would instead add a popup message advising the funds will need to be manually re-encumbered. This was supposed to be added in December 2016 release but we noticed some time later that it didn't eventuate (SalesForce case #00436654).
It would save a lot of time if re-opening a closed POL automatically re-encumbered the…
41 votes -
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/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_LinesSo what we want is the ability…
20 votes -
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.
62 votes -
Facet for PO Lines Secondary & Tertiary Reporting Codes
We'd really like the ability to facet in PO Lines by the Secondary & Tertiary Reporting Code fields. It's possible to facet by the main Reporting Code but not by the other two reporting codes.
10 votes -
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 -
Renewal POL : free the box "Manual Packaging"
When we renew POL, we would like to be able to tick or not tick the box "Manual Packaging".
Our aim is to not heritage the Packaging from the 1rst POL / PO, but to decide to re-package POL as wanted.40 votes -
Ability to assign electronic activation tasks in the POL
Electronic resources are automatically added to the Electronic Resource Activation Task List page upon ordering. The current workflow requires someone with the permission of Repository Manager to manually review the activation task list in the unassigned tab (which might have hundreds of portfolios and databases at any given time) to decide whom to assign a task.
I propose a different model or workflow: Allow Acquisitions staff to assign a task while creating the purchase order line.
103 votes -
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.
40 votes -
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.
63 votes -
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…
25 votes -
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.
34 votes -
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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