Alma
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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.
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In "Purchase Requests": Permit re-linking request to a Portfolio.
Purchase requesters are permitted to both 'Use existing record' AND choose 'Requested format' = 'Electronic'.
Please add the possibility of re-linking to an E-Portfolio--not just to a bibliographic record.
Beginning an e-purchase with a bib rather than a portfolio requires a lot of fiddling around after the fact to correct the record so the bib is not suppressed, or mis-indexed. And who knows what's happening under the hood.
233 votes -
Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the le
Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the letter to vendor. As it is now only the ISBN (if it is available) and title are listed, sometimes the author. Many vendors reply asking for further information to identify what it is we are ordering.
49 votes -
Add an order action in the Purchase Request to “Approve and order from the CZ
Add an order action in the Purchase Request to “Approve and order from the CZ.” Alma would add an alert to the citation and redirect the user to the Community Zone, to the desired portfolio. The operator will only need to click on the "Approve and order from the CZ". Currently the only Action is “Approve and Order” which creates a local portfolio not linked to an E-Collection. It’s cumbersome and time consuming to re-link the POL and portfolio to the correct Community Zone record.
46 votes -
Purchase Requests options
We would really like to be able to utilize Alma/Primo VE to its fullest potential, but one of the things lacking in the Purchase Request options is that there is no way to modify the fields or even add additional fields. We are needing at least two additional fields for us to be able to use the built-in functionality - a note field for special instructions (usually entered by faculty) and a level of priority (i.e., Rush or no rush - in the event this request is for a course reserve, it needs to be a priority, but there is…
39 votes -
Purchase request conversion into a resource sharing request
It would be good if it was possible to convert a purchase request into a resource sharing request on Alma. This might arise in circumstances where the user has originally requested a purchase request for a journal article on Primo. It would be useful if this purchase request could be converted into an ILL request simply without having to re-key in the information
29 votes -
Add to the Purchase request's "Approve and Order" action an option to select a PO line template.
This idea was submitted on behalf of Alma's Product management team as we would like to understand the need and use cases of the idea's description below - any comment is welcome.
Currently it is possible to save PO line as a template and utilize this template any time a new order is created (using the designated "Load from template") option (see attached image 1).
The suggested idea is to allow users the option to choose a relevant PO line template when approving a purchase request (see attached image 2), this will allow the PO line created from the purchase…
18 votes -
Displaying the "Requester Notes" from Purchase Requests in the list of Purchase Requests
In the Purchase Request List you can't see the "Requester Note" for a Purchase Request. In many cases there are very helpful information for managing the Requests. So it would be great if you can see the information immediately.
If the Note is very long, a mouse over with the text could be a solution.18 votes -
“In Review” requests sorted by creation date
In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.
It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
Another possibility would be that the librarian could select the type of ordering of the requests.14 votes -
Make Requester Notes a Searchable Field on Manage Purchase Requests Screen
In Alma Purchase Requests, Requester Notes often contain important information included in the request which isn’t encoded in available fields, and for which recall via search would prove useful. Please add the ability to search Requester Notes from the Manage Purchase Requests screen to make this information easier to recall, and to make it possible to recall multiple results with similar Requestor Notes information.
14 votes -
Make Faceting in "Manage Purchase Requests" sticky
It would be very helpful if the faceting that can be done in Manage Purchase Requests can be made "sticky" for each user account; some who use that area/workflow are orderers, some managers, and some selectors. All may have different areas they only want to see (e.g. request type, location, or those with queries, etc.), and it would be nice if the faceting we do can be made sticky, so we don't see unwanted entries.
12 votes -
A purchase request with the status "Approved" can be rejected (NOT deleted) and that this information is updated in My Library
Our proposal is that a purchase request with the status "Approved" can be rejected (NOT deleted) and that this information is updated in My Library (we want the user can see that their purchase request was rejected). The problem when you try to do this is that Alma warns that requests with status "Approved" can not be rejected.
Ideally, when the POL associated with the purchase request is canceled, Alma should automatically reject this request and it would be displayed in Primo-My Library. (for example, the provider says the book is out of stock)
12 votes -
Add Additional Fields to the Create Purchase Request Form
We have access services library staff who create purchase requests for items to place on reserve as well as requests from students and faculty. It would be very helpful to Acquisitions staff to have a few additional fields/enhancements on the Create Purchase Request form:
Add a Receiving Note to the form - we add reserve information to the receiving note so that the staff member receiving the item sees that the item is for reserves. Checking the notes tab is an extra step and the note could easily be missed.
Requester field. The requester automatically becomes an interested user, but…
12 votes -
Add option "PO Line Type" in "Request attributes"
We think the possibility to choose "Order Line Type" under "Request Attributes" would be helpful when editing a purchase request
8 votes -
Purchase Request Form: Add URL text field for electronic resource material types
Requestors need to be able to enter a reference or primary access URL to new electronic resource requests. The absence of this field is one reason we have to depend on an external spreadsheet to manage new orders.
7 votes -
Purchase Request suggestions
- An extra field for an interested user other than the requester
- More mandatory fields (with red asterisk): Funds, Owning Library, Estimated Price
6 votes -
Ability to Modify Purchase Request Role
Our Library would like to be able to allow the purchase request form be limited by role, so that only some subset of our staff may begin the purchase request process.
4 votes -
Allow institution to determine which type of Bibliographic record will be created when creating a Purchase Request
This idea was submitted by Ex Libris product management team in order to better understand the need as well as get feedback from the community.
Current situation:
- A purchase request can be created from Primo/Leganto/Alma
- A purchase request must rely on a Bibliographic record, there are 2 options for the purchase request to match on a Bibliographic record:
- Match to an existing Bib record (if exists)
- Create a new Bib record (this is the use case described below)
When creating a purchase request, the user has the option to decide whether it is a "One Time" purchase (Book) or "Continuous"…
3 votes -
Change the parameters of the Purchase Request Form like the Resource Sharing Request Form
Currently the parameters of the Purchase Request Form are very limited settings.
(Configuration>Discovery>GetIt Configuration>Purchase Request)We would like to change the sequence of the fields and change the required fields.
So, we request changes the parameters of the Purchase Request Form like the Resource Sharing Request Form ( Configuration>Discovery>GetIt Configuration>Resource Sharing Request ).
3 votes -
Purchase Request additional citations types
We are trying to utilize the purchase request form in Primo to have users request streaming video through Alma. Streaming videos are very popular nowadays but unfortunately there is not an option for this material type and citation in the purchase request form.
Can you add more citation options? Besides books or journals there is not an option that matches the streaming video material type. It would be really helpful to have a streaming citation or video since this resource is very popular among our users.
The request processing has become very drudgery and entering this information over and over again isn't…
2 votes -
Purchase Request Suggestion
Enable Purchase Requests to be auto-assigned to a specific user based on either fund code or name/EID of the person submitting the request.
1 vote
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