Acquisitions

Overview

Alma Acquisitions supports the full end-to-end workflows required to manage various acquisition procedures, from creating an order to completing the entire process, including the harvesting of user data and its analysis.

Roadmap

2026 H1	2026 H2	2027 H1
Alma AI Assistant for Funds and Ledgers - Actions Support for European Invoice Formats Create Acquisitions Entities from PDF/Image	Administration of PO Line Templates Consortia Central Configuration Dashboard for License Terms Open Access (OA) Analytics Dashboard	Legal Deposit Communications with Providers Purchase Request Management - Early Access Enhanced UX Routing Lists Management

2026 H1

Alma AI Assistant for Funds and Ledgers - Actions

What’s New	Highlights	Impact
The Alma AI Assistant will allow taking actions from within the chat interface, in addition to answering questions and supplying information.	Ability to perform specific actions from within the chat interface. Smart suggestions for actions according to the context of the conversation. Validation of the data before performing the action and reporting the status back.	The Alma AI Assistant simplifies access to financial data, helping staff work more efficiently and take actions easily in the context of the conversation.

For more information, see Alma AI Assistant – Acquisitions Funds and Ledgers, Artificial Intelligence in Alma

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Support for European Invoice Formats

What’s New	Highlights	Impact
Support the creation of invoices using XML files in standardized European formats.	The "Create invoice from file" page will be enhanced to support creation of an invoice based on xml of European formats. This will be supported for formats such as FatturaPA (Italian format) and X-Rechnung (German format).	Support for European invoice formats will streamline the invoicing process in Alma by enabling automated data import, reducing manual entry and the risk of errors.

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Create Acquisitions Entities from PDF/Image

What’s New	Highlights	Impact
Support the creation of acquisitions entities using PDF/image, starting with invoices.	Extract data from the file using AI capabilities. Create the entity in Alma with the extracted information. Invoice might stop for review or continue in the workflow according to the institution review rules.	Support the creation of acquisitions entities from PDF/image formats will streamline the invoicing process in Alma by enabling automated data import, reducing manual entry and the risk of errors.

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2026 H2

Administration of PO Line Templates

Idea Exchange

What’s New	Highlights	Impact
Currently, PO line templates are modified only during the update of a PO line. With this new feature, users will be able to view and manage existing templates separately through a dedicated list.	PO line templates will be displayed in a dedicated list. It will be possible to view, edit, add and delete PO line templates from this list.	Institutions will gain better visibility of existing PO line templates and will be able to manage them efficiently.

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Consortia Central Configuration Dashboard for License Terms

What’s New	Highlights	Impact
The new Consortia Central Configuration Dashboard will include license terms.	Managing License Terms centrally and distributing License terms to members institutions.	The central office will be able to work more efficiently, reducing time spent applying central policies.

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Open Access (OA) Analytics Dashboard

What’s New	Highlights	Impact
Provide institutions with insights about cost per use and article processing charges (APC) to inform transformative negotiation with publishers.	Analytics reports will be introduced, summarizing the amount of money spent on article processing charges (APC) with various vendors. A comparison will be introduced between requests to publish that are covered by Transformative Agreement licenses and those that are paid explicitly by the institution.	Providing institutions with insights about cost per use and article processing charges (APC) will empower them to make informed decisions during transformative negotiations with publishers, optimizing resource allocation and enhancing the value of their investments.

For more information, see Open Access Workflows

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2027 H1

Legal Deposit Communication with Providers

Idea Exchange

What’s New	Highlights	Impact
Legal deposit communications will be enhanced to allow sending only one of the letters, and will support accumulation.	Ability to send only "Legal Deposit Order letter" or "Legal Deposit Receipt letter", according to the workflow that is relevant to the provider. Ability to aggregate claims to the same provider.	Improved communication with providers will make the legal deposit easier and more efficient.

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Purchase Request Management - Early Access Enhanced UX

Idea Exchange

What’s New	Highlights	Impact
The "Manage Purchase Requests" interface will be redesigned to improve usability, performance, productivity, and the overall user experience.	Enhanced workflow for electronic purchase requests, now supporting the use of CZ records. Added faceting options and improved display for easier navigation. Ability to create customized faceted lists tailored to user preferences	The enhanced workflow will optimize purchase request handling and provide a more customized and efficient user experience.

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Routing Lists Management

Idea Exchange

What’s New	Highlights	Impact
"Interested Users" functionality will be extended to support Routing Lists management.	Ability to sort "Interested users" list on a PO line. Ability to create a loan to the first user in the list as part of receiving.	Additions to the "Interested users" will ease Routing Lists management and processing and will improve patrons satisfaction.

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