Acquisitions

The Purchase Order Line search screens and task lists were updated and redesigned for better usability, performance, productivity, and overall user experience.

This is the final phase where the new screens are available to everyone and the old screens are no longer available.

For additional information, see Workflow Simplification.

Adjustments to the layout of the PO line task list streamline the processing of PO lines. Users are able to:

• Review all PO lines in all statuses in a single unified list.

• ​Assign PO lines in any active status to users.

• Access entities related to the PO line and easily navigate back to it when done, all while not losing orientation with the page they came from.

• Receive items directly from the PO line editing page.

• Much more.

Users can manage their PO lines in a more convenient, straightforward manner using multiple enhancements added to the PO line management and editing page. Utilizing Alma's new user experience capabilities allows users a "single page application" experience, saving them the need to navigate to and from multiple pages to complete their tasks .

To learn more, see New Unified PO Line Task List.

Users will be able to utilize new streamlined options for creating PO lines from Amazon

To learn more regarding the expected user experience, open this prototype and click the various options on the screen. Note that this prototype has limited functionality and its content is subject to change.

New functionality for scenarios in which the user orders a resource from Amazon platform : A browser add-on will allow for the harvesting of the metadata and will create the order automatically. The user will no longer need to access Alma in order to create the order.

Improved user efficiency in the creation of orders in Alma. The Order It! functionality is designed to eliminate the need for duplication when creating an order outside Alma, as it will no longer be necessary to have to manually record these orders in Alma.

The list of harvested SUSHI reports will be enhanced and will allow users to delete selected reports in bulk.

When reviewing the list of harvested reports, users will be able to multi-select a number of reports and delete the selected reports

Simplifying the management of deleting SUSHI reports will save users from the repetitive work of selecting reports one at a time and then deleting them.

A growing number of publisher agreements present possibilities for open access publication. Furthermore, some institutions assign libraries the task of supervising allocated funds for covering article and book processing charges related to open access publication. 

Elements in Alma will be enhanced to capture and record Open Access activities, including Transformative agreements, Article Processing Charges and more. 

• Well defined workflow for managing APC 

• Management of Transformative agreements

Efficient management of Open Access workflows.

When sending orders via EDI for electronic resources, additional information about the order will be passed to the vendor within the EDI file.

Institutions will be able to send the vendor, via EDI, information regarding the access requirements for the electronic resource being ordered (the "access model") and information regarding the quantity for pricing.

More accurate information regarding the order will be sent to the vendor.

The licenses list will be enhanced to allow complete removal of a license. 

The "Delete" action will be enhanced to allow a complete removal of a license from the list.

Removing licenses that are not in use will improve the efficiency and save the users time when working with licenses .

Provide library with insights about cost per use and APC to inform transformative negotiation​ with publishers.

• Reports of cost per use for Open Access content.

Insights will assist institutions to manage their Open Access process and  better prepare for the next negotiations with the publisher.

The Receive New Material screen (Receiving Workbench) will be updated and redesigned for better usability, performance, productivity, and overall user experience.

Adjustments to the layout of the Receiving Workbench will streamline the processing of Receiving physical items. Enhancements will include:

• Users will be able to find the items they would like to receive in a faster and easier way

• ​More options for item creation and editing  from within the workbench

• "Single page application" user experience will allow users to work on entities which are related to the receiving workbench without navigating away from the page.

Users will be able to work with the Receiving Workbench in a more convenient and straightforward manner.