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34 results found

  1. Purchase request conversion into a resource sharing request

    It would be good if it was possible to convert a purchase request into a resource sharing request on Alma. This might arise in circumstances where the user has originally requested a purchase request for a journal article on Primo. It would be useful if this purchase request could be converted into an ILL request simply without having to re-key in the information

    153 votes
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  2. 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

    138 votes
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  3. Analytics Reports for Deleted Purchase Requests

    I would like to be able to run Analytics reports on deleted purchase requests. Currently, deleted purchase requests are not available in Analytics. Therefore, we don't want to delete any of our hundreds of purchase requests because we'd lose the ability to generate Analytics reports on them. Having hundreds of old purchase requests accumulate in Alma becomes unwieldy.

    132 votes
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  4. Add to the Purchase request's "Approve and Order" action an option to select a PO line template.

    This idea was submitted on behalf of Alma's Product management team as we would like to understand the need and use cases of the idea's description below - any comment is welcome.

    Currently it is possible to save PO line as a template and utilize this template any time a new order is created (using the designated "Load from template") option (see attached image 1).

    The suggested idea is to allow users the option to choose a relevant PO line template when approving a purchase request (see attached image 2), this will allow the PO line created from the purchase…

    57 votes
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  5. Purchase Requests options

    We would really like to be able to utilize Alma/Primo VE to its fullest potential, but one of the things lacking in the Purchase Request options is that there is no way to modify the fields or even add additional fields. We are needing at least two additional fields for us to be able to use the built-in functionality - a note field for special instructions (usually entered by faculty) and a level of priority (i.e., Rush or no rush - in the event this request is for a course reserve, it needs to be a priority, but there is…

    54 votes
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  6. Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the le

    Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the letter to vendor. As it is now only the ISBN (if it is available) and title are listed, sometimes the author. Many vendors reply asking for further information to identify what it is we are ordering.

    48 votes
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  7. Add Additional Fields to the Create Purchase Request Form

    We have access services library staff who create purchase requests for items to place on reserve as well as requests from students and faculty. It would be very helpful to Acquisitions staff to have a few additional fields/enhancements on the Create Purchase Request form:

    1. Add a Receiving Note to the form - we add reserve information to the receiving note so that the staff member receiving the item sees that the item is for reserves. Checking the notes tab is an extra step and the note could easily be missed.

    2. Requester field. The requester automatically becomes an interested user, but…

    32 votes
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  8. Ability to Modify Purchase Request Role

    Our Library would like to be able to allow the purchase request form be limited by role, so that only some subset of our staff may begin the purchase request process.

    26 votes
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  9. Purchase Request additional citations types

    We are trying to utilize the purchase request form in Primo to have users request streaming video through Alma. Streaming videos are very popular nowadays but unfortunately there is not an option for this material type and citation in the purchase request form. 

    Can you add more citation options? Besides books or journals there is not an option that matches the streaming video material type. It would be really helpful to have a streaming citation or video since this resource is very popular among our users. 

    The request processing has become very drudgery and entering this information over and over again isn't…

    26 votes
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  10. A purchase request with the status "Approved" can be rejected (NOT deleted) and that this information is updated in My Library

    Our proposal is that a purchase request with the status "Approved" can be rejected (NOT deleted) and that this information is updated in My Library (we want the user can see that their purchase request was rejected). The problem when you try to do this is that Alma warns that requests with status "Approved" can not be rejected.

    Ideally, when the POL associated with the purchase request is canceled, Alma should automatically reject this request and it would be displayed in Primo-My Library. (for example, the provider says the book is out of stock)

    22 votes
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  11. Displaying the "Requester Notes" from Purchase Requests in the list of Purchase Requests

    In the Purchase Request List you can't see the "Requester Note" for a Purchase Request. In many cases there are very helpful information for managing the Requests. So it would be great if you can see the information immediately.
    If the Note is very long, a mouse over with the text could be a solution.

    20 votes
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  12. “In Review” requests sorted by creation date

    In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.

    It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
    Another possibility would be that the librarian could select the type of ordering of the requests.

    19 votes
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  13. Add Workflow Note to Purchase Request Screen

    At the University of Cumbria, we have configured Leganto questions, and we are using it in combination with a Citation Processing Rule to create a purchase request in Alma.

    When we view the purchase requests in Alma, we see the "Requester note" as we have configured this to display. This works well but we'd also like to see the "Workflow note" as well on the purchase request screen as it contains information about the purchase (e.g. library, number of copies, etc.).

    The idea is for Ex Libris to allow us to enable the display the "Workflow note" on the purchase…

    18 votes
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  14. Purchase Request suggestions

    1. An extra field for an interested user other than the requester
    2. More mandatory fields (with red asterisk): Funds, Owning Library, Estimated Price
    12 votes
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  15. Add option "PO Line Type" in "Request attributes"

    We think the possibility to choose "Order Line Type" under "Request Attributes" would be helpful when editing a purchase request

    12 votes
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  16. Make Faceting in "Manage Purchase Requests" sticky

    It would be very helpful if the faceting that can be done in Manage Purchase Requests can be made "sticky" for each user account; some who use that area/workflow are orderers, some managers, and some selectors. All may have different areas they only want to see (e.g. request type, location, or those with queries, etc.), and it would be nice if the faceting we do can be made sticky, so we don't see unwanted entries.

    12 votes
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  17. Make Requester Notes a Searchable Field on Manage Purchase Requests Screen

    In Alma Purchase Requests, Requester Notes often contain important information included in the request which isn’t encoded in available fields, and for which recall via search would prove useful. Please add the ability to search Requester Notes from the Manage Purchase Requests screen to make this information easier to recall, and to make it possible to recall multiple results with similar Requestor Notes information.

    12 votes
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  18. "Purchase Request Status Letter": take the sender from library address

    The "Purchase Request Status Letter" takes the sender from the label "addressFrom" on the Letter configuration.

    We would like to suggest that the sender for this letter would be taken from the email address of the library that manages the request.

    This behaviour already exists for other acquisition letters, for exemple the "Interested In" letter.

    11 votes
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  19. new purchase request notification

    Please create a notification for when new Purchase Requests are submitted. Something instant and similar to the notification received when requests are submitted in Rialto would be nice.

    10 votes
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  20. Purchase Request Form: Add URL text field for electronic resource material types

    Requestors need to be able to enter a reference or primary access URL to new electronic resource requests. The absence of this field is one reason we have to depend on an external spreadsheet to manage new orders.

    9 votes
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