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4 results found

  1. Add an order action in the Purchase Request to “Approve and order from the CZ

    Add an order action in the Purchase Request to “Approve and order from the CZ.” Alma would add an alert to the citation and redirect the user to the Community Zone, to the desired portfolio.  The operator will only need to click on the  "Approve and order from the CZ". Currently the only Action is “Approve and Order” which creates a local portfolio not linked to an E-Collection. It’s cumbersome and time consuming to re-link the POL and portfolio to the correct Community Zone record.

    316 votes
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    Accepted  ·  23 comments  ·  Acquisition - Purchase Requests  ·  Admin →
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  2. Improve the e-book purchase request workflow

    The purchase request workflow needs to be improved for acqusition of electronic resources.
    Currently, you can either approve or reject a purchase request. An approval automatically creates a POL and a standalone portfolio based in the Purchase Request BIB record. Both outcomes are unfortunate when working with e-books. An e-book will usually be ordered on the vendor site (e.g., the ProQuest portal) rather than through an Alma POL. It should be possible to select whether a POL is created. More importantly, we'd like the option, upon approval, to select and activeate a title from among CZ collections instead of having…

    257 votes
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    Accepted  ·  6 comments  ·  Acquisition - Purchase Requests  ·  Admin →
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  3. Add a facultative note to patron when rejecting purchase request

    Our proposal is to add a free field text in the popup when rejecting a purchase request. This field would include a note to the user, detailing the reject reason.
    This could be used by the library in several ways :
    - give the link to the record in Primo for documents already available ;
    - give the link to an Open Access version of the document ;
    - give details about the book (out of print...).

    It would make communication more personal

    141 votes
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    Accepted  ·  3 comments  ·  Acquisition - Purchase Requests  ·  Admin →
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  4. Allow institution to determine which type of Bibliographic record will be created when creating a Purchase Request

    This idea was submitted by Ex Libris product management team in order to better understand the need as well as get feedback from the community.

    Current situation:

    • A purchase request can be created from Primo/Leganto/Alma
    • A purchase request must rely on a Bibliographic record, there are 2 options for the purchase request to match on a Bibliographic record:
    • Match to an existing Bib record (if exists)
    • Create a new Bib record (this is the use case described below)

    When creating a purchase request, the user has the option to decide whether it is a "One Time" purchase (Book) or "Continuous"…

    5 votes
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    Accepted  ·  0 comments  ·  Acquisition - Purchase Requests  ·  Admin →
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