Alma
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89 results found
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Improving ‘PO Line Summary’
When creating a "PO Line", it would be interesting to add other options in "Acquisition Method" and "Material Type" in the PO Line Summary
1 vote -
Trial Feedback in POLine
Currently Trials are created from the POLine but once a trial is evaluated and closed only a single note appears in the POLine saying "Decision to purchase at this time" if approved.
It would be helpful if a trial information could be added to the POLine either as a Tab that includes the Summary and Analysis of the trial or as a Link on the Side Bar the same as the PO
1 vote -
Ability to add local notes for bib record when creating POLs
It would be nice to be able to add a local note which will become part of a bibliographic record when ordering/creating POLs-- without having to create the POL, then go into the bib record to add a note.
Currently, when creating POLs for multiple items needing notes, this can get very "clunky" with many additional steps.
Currently, one has to bring the record back up by deselecting Order lines and changing to All titles, find then edit, save and release the bib.
Some examples of local notes that would "transfer" to the bibliographic record: 590__ Written by Professor Plum.…
1 vote -
Ability to hide/compress inventory list in POL
For POLs that have extensive lists of electronic inventory (i.e., many electronic collections are associated with one POL), have capability to hide or compress that inventory list in the POL, and then show/expand as needed. Otherwise, we need to scroll down past a long list to get to other sections of the POL for both View and Edit. Example is our POL for JOVE, which is linked to 54 collections. CDL has similar examples for consortial content managed in the UC NZ.
1 vote -
If POline is cancelled, want to reduce the price from PO
If POline is cancelled, want to reduce the price from PO, or can this be configured per library?
1 vote -
E-Resource Activation Task List trigger
When closing a subscription PO line, associated e-resources are automatically added to the E-Resource Activation Task List to determine whether they need to be deactivated. It would be more useful if this were based on the "subscription to" date in the PO line, rather than happening when the PO line is closed. We often close a subscription order several months before the subscription officially ends, and we don't want to deactivate the portfolio until that end date. But we also don't want to keep them in the task list for months while we want for that subscription end date. The…
1 vote -
Tie the Non-Renewal Notice Period or Cancellation Restriction fields in licenses to the PO Line
Create a linkage between the renewal notice period and cancellation restriction fields in a PO Line, if it is linked to a license agreement that references either a non-renewal notice or termination notice period, ask if this information should sync. Perhaps this is an area where DARA could operate?
1 vote -
Streamline PO Line Renewals &
For PO lines for subscriptions that will be renewed, currently the funding, date, and cost information fields need to be manually changed for each term of the subscription. It would be helpful to be able to duplicate/indicate the new information for each year/term period and retain the old info for analytics/reporting, calculating increases, etc. If rollover functionality were to be added for the funds(s) and dates based on the term details, that would also be fantastic.
0 votes -
Physical PO line creation - allow the interested user defined on the PO line to place a title level request when the PO line is created
This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:
Today, when a physical PO line has an interested uset, a hold request is not created on the bibliographic title until the book is scanned in at a circulation desk (Item is received).
Customer rely on being able to see all requests on a title from the moment it is purchased. This is because they want both users and staff to be able to see the whole physical request queue from the moment a book is purchased, currently it creates uncertainties about who is…0 votes
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