Alma
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57 results found
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Reset PO and POL number every year
Dear colleagues,
Currently, the POs and POLs numbers are generated automatically and the turn of the calendar year has no effect on it.We would find very convenient that, at the start of each year, the sequence starts again.
The first PO of 2023 of would be PO-2023-1, same with the POLs POL-2023-1.
The numbers would gain in clarity.Thank your for considering this.
Kind regards,
Maxime336 votesDear community,
This story has 2 parts:
- Having the calendar year as a prefix without the need to explicitly define it in the beginning of each year
- Having the sequence to be restarted when a new calendar year begins
After checking the technical implications, we identify that this change is risky and might cause duplications and data mismatch.
Decision is that we will not implement this due to technical risks.
Best regards,
Tamar Fuches
Alma product manager
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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
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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
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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
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Request to add Cancellation Reason and Cancellation Note of POL to the Interested In Letter
When cancel POLs that have interested in users, Interested In Letter about this cancellation will be sent to the interested in user. However, despite Cancellation Reason and Cancellation Note could be input during the cancellation, they are not included in the XML file of the Interested In Letter and thus cannot be added into the letter content via letter template customization. We request adding the Cancellation Reason and Cancellation Note into the Interested In Letter XML file so that these information could be revealed to the interested in user who receives the notification.
13 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
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Adding an interested user for paid invoice (or pol)
For the orders to be reimbursed by other department, we cannot initiate the reimbursement request until the order is paid. Often, the invoice team would have to notify the management's assistant. The mechanism of "interested user" is already in place. I wonder interested user "after invoice is paid" can be set up.
7 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
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Add ability to save "Additional PO line reference field" to a PO line template
We can search PO lines by the "Additional PO line reference field" when manually packaging PO lines but there is no way to save this field in a template. We use this field to record the Quote number for a group of books purchased together and then use this in the search to manually package, but we have to enter the information manually in each and every PO line because it will not save to a template.
1 voteHello 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
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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
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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
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EOD match method improvement: Print book orders via EOD are attached to the electronic bibliography.
Alma is unable to distinguish between electronic and physical bibliographies in NZ when ordering via EOD.
This has caused a problem with print book orders being attached to electronic bibliographies when only NZ has a bibliography.
If the library has an inventory in the IZ, we can work around this issue with the following setting.
Single match - match only record with the same inventory type (electronic/physical)
This function cannot determine whether it is electronic or physical without an inventory.
We consider it incomplete as a function because it cannot be distinguished at the bibliographic level.There are two proposed…
18 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
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Permit Access Provider job updates on closed orders
Its is currently not possible to update the access provider field using a job when the order is closed. We have migrated lots of closed ebook and ejournal orders where we retain perpetual access, we would like to ensure this is populated with the correct access provider detail for ease of reporting etc.
12 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
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reopen cancelled order lines without bib record
When we cancel a PO line, we are requested, by our system librarian, to delete the BIB record (unless it has other holdings).
However, it can happen, that a PO line needs to be reopened, which has been previously cancelled.
At the moment it is not possible to reopen an order line which has no associated BIB record.
Please create the possibility to reopen a cancelled order line and attach it to a new bib record.1 voteHello 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
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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
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Change order icon color in All Titles / Physical Titles result list based on order status
If the status of all POLs on a title is Closed, change the green shopping cart icon color to grey when looking at the All Titles or Physical Titles result list.
It is really helpful to see if there is an order for something when doing a title search. However, it creates a lot of extra clicks to see if an order is active order or not.
For instance, I might be looking at a title for which the item has a status of "Missing" and there is an order on the item. Is that the original order for the…
15 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
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Restore ability to attach "Access Service - Subscription" POL type to inventory
We have several resources with POL types of "Access Service -Subscription", but we no longer have the ability to attach them to the relevant electronic collection or portfolio. For example, our British Periodicals electronic collection had the access service POL attached in March 2017, but we're unable to attach the same POL type to our Times Literary Supplement historical archive collection as anything other than an Additional POL. We also have over 200 active Kanopy streaming video POLs that we're unable to attach to the portfolio.
Ex Libris has advised that this is because Access Service – Subscription is an…
2 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
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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
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Can Invoice Status be saved in a POL template?
There was an opinion that it would be more convenient for staff if Invoice Status can be saved in her/his POL template.
0 votesDear colleague,
Thanks for submitting this idea, The invoice status is determined at the time where the invoice actually arrives and processed in Alma, this is done as an independent workflow and not related to the PO line (although it affects the PO line status when an invoice is processed).As the PO line’s templates contains pre defined values there is no option to foresee the invoice status which will be associated to the PO line.
This is why this idea is marked as “Declined”
Thanks,
Noam Fass | Alma product management 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
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Make POL in associated PO Line tab clickable
In the "Associated PO Lines" tab of a POL record, make the associated POL a link that could be clicked to bring the user to that POL.
9 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
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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
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