Alma
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23 results found
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Revert the changes made to Job: Update PO Lines Information Advanced
This really pertains to Admin >> Run a Job, but please revert the change you made to the Job: Update PO Lines Information Advanced. Currently, the job will NOT run if there are invoices on the PO. Before this change was made it did not matter.
It does not matter to the library because the terms of a continuous order can and do change (it was a subscription, now it is offered as a continuation order), how a library chooses to catalog an item can and does change (a title was a serial, then it became a monographic series) So…1 voteHi all,
The Update PO Lines Information Advanced job has been enhanced following the community's feedback.
For additional information, please refer to the Release Notes
Best,
Liza and the Product Team
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Filter OUT cancelled PO Lines
Provide a facet to filter OUT cancelled PO Lines in the PO Line view. We have a lot of cancelled PO Lines with the same title as existing PO Lines, and it is confusing and time consuming to find the 'active' PO Lines. It would help us tremendously if we could filter OUT cancelled PO Lines, perhaps even by default.
13 votesHi all,
Thank you for supporting this idea.
Starting from the Alma August 2025 Release, Users can exclude facets in the PO lines list. For additional information, refer to the Alma Release Notes
Best,
Liza and the Product Team
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“Run a job” and “Create itemized set” should be available from the list of Purchase order lines
When you are in a list of items on a bibliographic post in Alma you have the option to checkmark several items and choose “Manage selected” – “Run a job” or “Add to itemized set”/”Create itemized set”. Now that we have the list “All PO Lines” and can checkmark POLs in the list, it would be practical for these options to also be available for PO lines. Currently you only have the option of creating a logical set (if you add filters to the list) from the list “All PO Lines”. This would make it easier and quicker to run…
8 votesHi all,
I'm happy to inform you that the Alma August 2025 Release introduced new bulk actions related to PO lines search list, including 'run a job' and 'create itemized set'.For additional information, refer to the Release Notes
Best,
Liza and the Product Team
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Order of action buttons in the POL
In the new PO line interface, the action buttons available when creating a POL is not in a practical order, which causes a lot of our staff to press “save” instead of “save and continue”. This causes the POL to remain in status “in review”. The user also must use more energy to locate the correct action button. We have two different suggestions for solving this:
Move the actions “Save and continue” and “order now” to the right part of the menu line and have this be marked in a stronger color than the other buttons. In the current design…
19 votes -
PO line edit screen - Display "Recent Selections" for the "Access Provider field"
This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:
Today when adding/editing the "Material Supplier" field (Vendor information section), Alma present the user with the recent 5 selections in order to assist them with the selection and make their work easier with less clicks.
The need here is to add the same functionality described above also to the "Access Provider" field.
6 votesDear community,
The PO line display was updated on Alma February 2025 release and now displays the recent selections list for multiple PO line fields.
Read more about the implemented changes on Alma Release Notes
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PO Line: <series_statement> and <series_uniform_title> - missing 490/830 subfield v in the XML
Marc21 field 490, "series-statement", and Marc21 field 830, "series-uniform-title", are available on the Order List Letter (letter code: OrderListLetter).
However, the content is not complete :-(
Only 490|a goes to <series_statement>, 490|v - the Volume is missing.
Also 830 only provides |w as <series_uniform_title>, |v is missing.Please see example:
035 __ |a AC04654069
245 00 |a Keiner wird gewinnen |b populäre Musik im Wettbewerb |c Dietrich Helms ... (Hg.)
490 1_ |a Beiträge zur Popularmusikforschung |v 33
830 _0 |w (AT-OBV)AC00913498 |v 33 |9 O:1<series_statement>Beiträge zur Popularmusikforschung</series_statement>
<series_uniform_title>(AT-OBV)AC00913498</series_uniform_title>Please add 490 subfield v to the XML field <series_statement>,…
158 votesHi all,
thank you for sharing and supporting this idea!
As of November 2025, the acquisitions letters now include the subfields $v of MARC fields 490/830.
Read more in the Alma Release Notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Release_Notes?mon=202511BASE#:~:text=New%20MARC%20Subfields%20in%20the%20Acquisitions%20Letters
Best, Alma Product.
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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:
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.
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.
…
155 votesStarting from Alma February 2025 release, Alma will allow to automatically reflect changes on the bib on its linked PO line. This will increase the accuracy of the order, and save additional effort updating these PO lines manually.
The new option is disabled by default, read more about it on the Alma Release Notes or at Other Settings.
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Make MMS ID into a clickable link in brief PO line display
It would be great if the MMS ID in the brief PO line display is clickable so that we can click on it and navigate directly from the PO line to the bibliographic (bib) record.
Currently, the MMS ID is viewable in the brief PO line display but is not clickable. In contrast, the number in the Orders field within the brief bib and inventory display is clickable and we can thereby navigate directly from the brief display to the PO line(s).
In the attached document, please find an example.
1 vote -
Add ability to save checkbox "Update Net Price according to item quantity" to PO line templates
The February 2022 Alma release brought an improvement in correspondence between the number of items ordered and quantity for pricing (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2022/Alma_2022_Release_Notes > Enhancements to the PO Line Pricing Section).
We are happy, that the enabled checkbox updates the quantity for pricing amount automatically and that the checkbox is enabled by default and can be disabled in the configuration menu.
However, we would very much appreciate the ability to save the checkbox-setting in the PO line templates. This way, if the checkbox is enabled for the whole IZ, it can still be used disabled by individual libraries by saving it…
44 votes -
Exclude cancelled or closed POLs from the search results
When you are searching for POLs, you are able to select one facet pertaining to the POL status to narrow down your results. What would be more helpful is if we could EXCLUDE search results based on a selected facet. For example, selecting a facet to remove all "Cancelled" POLs.
3 votes -
PO line type - able to change from Electronic one time to Physical one time.
So we are a separate special collections library within a larger university. Our records are separate from the university libraries. We have no electronic records. In the migration over a thousand of our order records got caught up in P2E and got changed from Physical one time to Electronic one time. I was informed that in order to fix this back, I would have to cancel re-imput the records which would result in invoices being sent out again.You can create a set and run a job to change physical one time records to electronic one time records but not the…
4 votesIt is now allowed to change the PO Line type.
For more information, please see the documentation in the Developers Network https://developers.exlibrisgroup.com/appcenter/switch-po-line-type/.
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Add 'Renewal Note' to Analytics
We use the 'renewal note' field on the POLs of our journal renewals. We then use Analytics to create lists of titles to be worked on and annotated as we make decisions on renewals. However, it's not possible to add the 'renewal note' to a report from Analytics, and hence we can't get all the relevant information easily into a single report. Please can this field be made available?
18 votesCompleted as part of the Alma February release:
The Renewal Note field was added to the PO Line dimension for every subject area in which it appears. It displays the note of the PO line renewal for continuous orders.
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Export Note to vendor into Excel
We noticed, that when exporting a number of POLs to Excel (for example from the claims list, but also from regular search results list), the "Note to vendor" is not exported.
This field would be very helpful for manual claiming.
Is there any way, you could add this field to the export-function?156 votesAn option to present the "Note to vendor" is added to the file exported to Excel when exporting a list of PO lines (Export all fields).
For more information please see Alma May Release Notes
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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.
120 votesNow, in Alma, new fields were added to the "Update PO lines information" job.
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Order lines - Simple / Advanced search: missing "PO line owner"
Our colleagues are desperately missing the field "PO line owner" when searching for PO lines.
In Simple search the field "PO line owner" is provided at least as an filter option in the results list.
But the results list of the Advanced search does not provide filter options. :-(74 votesAn additional search field “Owning Library” was added to Alma advanced search when searching by PO Line.
For more information please see Alma December Release notes -
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.180 votesNow, in Alma, new fields were added to the "Update PO lines information" job.
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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.
306 votesHi all,
Thank you for supporting this idea.
Starting from the Alma August 2025 Release, it is possible to delete multiple Purchase Orders (PO) at once from the Delete PO page.
For additional information, refer to the Alma Release Notes
Best,
Liza and the Product Team
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Automatic Hold Item check for its interested user
Please make it possible that when a PO line has an interested user, its Hold Item gets checked automatically by using any of the following methods:
1) the library's configuration change
2) Import Profile setting
3) Update PO line jobThis function is necessary for Patron-Driven Acquisitions which takes up most of our purchases. Now we manually open each PO line and tick the box one by one, which is one of the biggest hassles when there are hundreds of PO lines to review.
144 votesAlma July release enhancement in the PO Line’s “Interested Users” management area allows institutions to control whether to disable/enable the interested users options for PO Lines created via Purchase Request and EOD process.
For more information please see Alma July release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Copy POL data to new POL with different order line type
We still experience issues when a POL is created with the 'wrong' POL type / inventory type (e.g., a print POL is created but e-inventory needs to be attached) - these 'incorrect' POLs must be deleted and recreated manually. There are other ideas out there to make POL types and architecture more flexible, such as this one:
and Ex Libris has done some work on this, e.g.:
In the comments of that request, Ex Libris indicates that allowing the kind of flexibility to 'change' a POL order line type - or attach different types of inventory to it…
20 votesDear colleagues,
I would like to drew your attention to a new Alma Cloud App “Switch PO-Line type” which address the need presented here, please read the following documentation:https://developers.exlibrisgroup.com/appcenter/switch-po-line-type/
Noam Fass | Alma product management team
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Allow the system to change formats for example Physical One time to Electronic One-time and vice versa.
At the moment when you have created an order for a physical book, but then want to accept the e-book instead, the system does not allow you to change the format as it expects you to follow the workflow of the format you ordered in the first place.
118 votesDear community,
Changing PO lines type to a different inventory and continuity is now supported in Alma, starting from February 2025 release.
Read more in the Alma Release Notes
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