Alma

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  1. Electronic Portfolios - can we have a new coverage line where free access can be added ?

    At present in the coverage tab, there are the global dates, local, and perpetual (if the collection has been identified as having some perpetual access) Some of these titles have free access, which is not technically perpetual but is also not part of a subscription. Could a new line be added to include these free years/volumes, with the option to display these dates (or not) ? It would allow us to reduce the number of Free collections we have which all take users to the same place, and identify why we have access to journal years outside of our subscription…

    4 votes
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    • Stop the practice of showing funds for 'in review' invoices as expenditure.

      Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.

      Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:

      1. We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the…

      84 votes
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        1 comment  ·  Acquisitions  ·  Admin →
      • Title-level request and item-level request

        Currently it is only possible to configure either item-level-requests OR title-level requests in Alma for Primo . We request the possibility to configure title-level-requests in the terms of use when specific parameters are met, for example when all items are located in a certain location.

        200 votes
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          1 comment  ·  Fulfillment  ·  Admin →
        • Overlap Analysis: Allow comparing unactivated collection to all activated collection

          Use case: we consider subscribing to a new database but want to know how it overlaps with ALL of collections we have access.

          Current Problems:

          Set Comparison
          1. The source collection must be activated
          2. Have to select ALL target collections by hand

          Selected Titles:
          1. Kinda works BUT it DOES NOT look at coverage info

          tl;dr: please implement something similar to Overlap Analysis in SerSol's ClientCenter.

          Credit
          -----
          Hi All,

          Is there an easy way to compare all of our activated e-resource holdings in our Alma Institution Zone against one database we don’t have activated to determine overlap and…

          14 votes
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          • More easily edit/delete POL templates

            We would like to be able to more easily update our POL templates. As far as I can tell, you need to create a new order, make adjustments in the POL, and then Save As Template - overwriting the old template. There should be an easier process.

            2 votes
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            • Job to automate the addition of multiple POL notes

              We sometimes need to cancel or close large groups of POLs. We append notes to these to explain the closure.

              Currently, we need to add these notes to POLS one at a time.
              A function that allows us to append the same note to multiple POLs (ex. "POL closed on 12/12/18 due to package changes") at once would be extremely helpful.

              1 vote
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              • Apply Reporting Code from Encumbrance to Disencumbrance

                In a disencumbrance transaction, Alma does not apply the reporting code assigned to an encumbrance to the disencumbrance. Because we use the reporting codes as a part of funds allocation, this practice causes the disencumbrance to be ignored thus overreporting the encumbrance for the reporting code. Please apply the reporting code of the encumbrance being disencumbered to the transaction of the disencumbrance.

                1 vote
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                • Add "Purchase Type" to PO line order templates.

                  It would be very helpful to have the Purchase Type included in order templates. PO lines that share criteria in other fields usually have the same Purchase Type.

                  3 votes
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                  • Run Update BLDSS Requests job more frequently/at better times

                    The Update BLDSS Requests job runs at 7 a.m. and 7 p.m., which is effectively once a day. It needs to run more frequently and at more sensible times, i.e. 2 + times during the working day, between 8 a.m. and 3 p.m., so that Event Type updates from the BL are more frequent and timely.

                    3 votes
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                    • Sort Invoice Lines by Description

                      When viewing "Invoice Lines" in "Invoice Details" it would be highly useful to be able to sort invoice lines by Description A-Z. Currently you can only sort by Line no., Price/Total Price and Status.

                      1 vote
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                      • Strip incompatible characters from patron feed before processing

                        Our IT department occasionally produces a patron load XML that contains small amounts of non-ascii characters. Currently a single character in a Brazilian mailing address, for example, stops the entire load. I think the behavior should be that any unrecognized character needs to be stripped out by Exlibris so the rest of the SYNCHRONIZE job can proceed, and the locations of the stripped out characters should end up in a warning.

                        3 votes
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                          0 comments  ·  Other  ·  Admin →
                        • Borrowing Activity Report Job – send to smaller sub-sets of borrowers

                          Once letters have been sent, this generates a glut of borrower loan and fine queries all at the same time.
                          Need an ability to send the letters in smaller sub-sets in order to even out the follow-up enquiries to not all be at the same time.
                          For example, vary the day sent according to User Group

                          3 votes
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                            0 comments  ·  Fulfillment  ·  Admin →
                          • A more precise reloan limit embargo

                            We wish to apply the reloan limit to avoid 24h items same user reloan, but actually the rule block loans on same title and same material type, wich has this side effect: a user return a item with loan policy 1 month (with no reloan limit rule applied) and he cannot reloan because the item is requested by another user, so he wants to loan the other item with a loan policy of 24h (with reloan limit rule applied) available but the loan is blocked anyway: we don't want this, so it is possibile to refine the same title/same material…

                            3 votes
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                              0 comments  ·  Fulfillment  ·  Admin →
                            • Add First Name/Last Name fields to Staff Login Report

                              Please add more fields to the Staff Login Report to help identify the staff in the list. At the moment it only reports out Primary ID which is just a staff number at my institution.

                              To be able to use the report more easily and effectively we need First Name and Last Name fields in the report.

                              Other fields could potentially be useful to some institutions such as User Group and Job Description.

                              3 votes
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                                0 comments  ·  Other  ·  Admin →
                              • Add Primary Identifier or Item Barcode to patron-delivered letters

                                Patrons receive many letters from us (summaries of their loans, fines, check out, check in, etc.) When someone wants me to do something about their account, they just write me back saying "fix this". So, I need to look up their account. But unfortunately, it can be difficult to figure out who the patron is. Either there are multiple people with the name listed or someone has their name changed in a way that isn't reflected in the letter.
                                If you could add their primary identifier within all their letters, that would save me a couple of steps. And it…

                                3 votes
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                                  0 comments  ·  Fulfillment  ·  Admin →
                                • Achieve a number of changes in dates that can be added as loans in transactions

                                  The date change for the return of a book currently can not be counted, and is an important fact that can be added to the loans (renewals)

                                  1 vote
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                                    0 comments  ·  Fulfillment  ·  Admin →
                                  • General Mail Attachments

                                    Could the General Mail facility be amended to allow staff to add attachments to an email sent to a patron via the USer Management screen?

                                    1 vote
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                                    • Analytics - Excel Export - Column Widths

                                      Analytics has a few places to adjust column width, but none of them export to Excel. As a result, every Excel export includes a few columns that are extremely wide (as wide as my monitor) and extremely narrow (virtually hidden). The widths have nothing to do with column/cell content, so text wrapping doesn't fix the issue.

                                      I've confirmed with Salesforce that there isn't a way to set widths for Excel export. Other font/colour/style settings export properly to Excel; it's amazing to me that column widths don't. I'd like to avoid formatting every Excel export before it's usable.

                                      3 votes
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                                        0 comments  ·  Analytics  ·  Admin →
                                      • Add option to use hyperlink in license terms

                                        Add functionality to license terms displayed in Primo under "Show License" to include a hyperlink, or clickable link. It would be helpful to be able to include a URL in the list of license terms, that patrons are able to click. Our institution uses an external tool to help determine terms of use and would like to direct patrons to the tool using a link in the License Terms.

                                        1 vote
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                                        • Increase character limit for Vendor Reference Number field in the PO Line & accept non alphanumeric characters

                                          We are seeing longer and longer SNAs from vendors for titles. And, since we want to be billed at the title level whenever possible, so that we have the best cost/use data available, we often ask to be billed at the title level.
                                          To do this, the Vendor Reference Number field in the POL needs to be at least 15 characters long. Additionally, it needs to accept hyphens, as many package SNAs have a common root, followed by a hyphen, and then a suffix for the specific title.

                                          1 vote
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