Acquisitions

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Return to Alma Roadmap Highlights Overview

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

2025 H2	2026 H1	2026 H2
"Withdraw" and "Open Predicted Items" Actions in Receiving Workbench Bulk Management of PO Lines Alma AI Assistant for Funds and Ledgers - Early Access	Open Access (OA) - Insights Consortia Central Configuration Dashboard for License Terms COUNTER Usage: Additional Fields and Better Reporting	Administration of PO Line Templates Support for European invoice formats Purchase Request Management - Early Access Enhanced UX

2025 H2

"Withdraw" and "Open Predicted Items" Actions in Receiving Workbench

Idea Exchange

What’s New	Highlights	Impact
Additional actions will be added to the ‘Received Items List' page of the receiving workbench.	"Withdraw" of specific items. Open Predicted Items.	Staff users will be able to perform item-related actions during receiving operations, eliminating the need to search for the title or navigate to the items list.

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Bulk Management of PO lines

idea exchange Idea Exchange

What’s New	Highlights	Impact
Additional improvements will be incorporated into the unified PO lines interface to facilitate more effective bulk management of multiple PO lines on a larger scale.	Ability to exclude facets. Ability to run a job on selected PO lines directly from the list. And more	Improve usability and efficiency by enabling staff users to exclude facets and execute jobs directly from the PO lines list- streamlining workflows and boosting overall productivity.

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Alma AI Assistant for Funds and Ledgers - Early Access

What’s New	Highlights	Impact
An AI-powered assistant in Alma that answers fund and ledger questions using natural language. It provides real-time, contextual responses without the need to navigate menus or run reports, helping staff work more efficiently and make faster financial decisions.	Conversational interface that allows users to ask questions in natural language. Smart suggestions for follow-up questions to expand the conversation. Graphical representation of responses for clearer insights. Option to provide feedback on the quality or usefulness of responses. Seamless navigation from the assistant to relevant areas in the Alma interface.	The Alma AI Assistant simplifies access to financial data, helping staff work more efficiently and make informed decisions faster. It lowers the learning curve for new users and enables experienced staff to manage complex queries with greater ease.

For more information, see Artificial Intelligence in Alma

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2026 H1

Open Access - Insights

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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Consortia Central Configuration Dashboard for License Terms

What’s New	Highlights	Impact
The consortia central configuration dashboard will include license terms.	The central office will be able to configure license terms in the Network Zone and apply them to selected members.	The central office will be able to work more efficiently, reducing time spent applying central policies.

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COUNTER Usage: Additional Fields and Better Reporting

Idea Exchange

What’s New	Highlights	Impact
Additional improvements will be incorporated into the COUNTER usage workflows to facilitate more effective harvesting of usage data.	Display of "Parent" fields in Analytics. Option to request additional non-mandatory attributes during SUSHI harvesting (e.g. Access Type). Improve job reporting in case of errors (e.g. invalid header structure).	Allowing institutions to compare and analyze usage data effectively, supporting data-driven decision making.

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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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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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Purchase Request Management - Early Access Enhanced UX

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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