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17 results found

  1. 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 votes
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  2. 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.

    155 votes
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  3. 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
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  4. 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
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  5. 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
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  6. 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 votes
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  7. 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 votes
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    Completed  ·  Dana Moshkovits responded

    Completed 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.

  8. 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 votes
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    Completed  ·  Dana Moshkovits responded

    An 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

  9. 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 votes
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  10. 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 votes
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    Completed  ·  Dana Moshkovits responded

    An 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

  11. 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 votes
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  12. 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 job

    This 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 votes
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  13. 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:

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/10634154-allow-linking-po-lines-to-electronic-inventory-reg

    and Ex Libris has done some work on this, e.g.:

    https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/13876698-ability-to-change-purchase-type-order-line-type

    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 votes
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  14. 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 votes
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  15. 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.

    228 votes
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  16. Automatic orders claiming

    At the moment Alma only sends one claim request to the vendor. If the ordered item is still not received, staff need to follow up and re-claim manually; usually a number of times.

    We would like to see claim cycle functionality in Alma so that we can configure follow-up claims based on a set interval per vendor, as well as a maximum number of claims to be sent before the order is automatically cancelled and the vendor automatically notified. It would also be useful to be able to see the history of claims for an order, and be able to…

    130 votes
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    Dear community, 

    As described in a comment below, In December 2019 Alma introduced the Reclaim functionality which is set to address the need described in this idea.  See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/050Purchasing/Receiving_Material/Processing_Claims for more details.


    The concept of limiting the number of reclaims sent before canceling the order was not added as part of this enhancement, it is recommended to open a new dedicated idea exchange to validate the need and see that the community supports this.  


    Thanks,

    Tamar Fuches

    Alma product team

  17. Better correspondence between number of items ordered and Quantity for pricing.

    As a Purchasing operator, I would like a better correspondence between the number of items ordered and the "Quantity for pricing" in the PO line summary.

    When we are ordering more than one item of a physical title, we have to add the extra items in the Quick add field, and then have to update the Quantity for pricing field manually. We see that Purchasing operators tend to forget to update both fields. The result is that the number of items that we intended to order, not always corresponds with the number of items that is supplied by our vendors.…

    245 votes
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