Alma
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33 results found
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Allow to add a fund to PO Lines for donated or free items
We must add a fund to each order line for accounting reasons, even if the items are free of charge.
We use a workaround similar to the workflow described in the following article.
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_associate_PO_Lines_for_donated_or_free_items_with_a_fundIt would be very helpful to be able to add a budget even if the price is zero.
5 votes -
Add Course Information within Purchase Request to PO Line
It would be very helpful if the details within the 'course information' section of a purchase request fed through to the POL and was visible within the 'Notes' tab of the POL. This would enable staff dealing with the orders to have all the required information in one place and would also make the audit trail more robust.
4 votes -
Alma Purchase Request Facets - filter by fiscal year
It would be helpful to have facets in the Alma Purchasing requests to be able to filter out orders by fiscal year. The fund codes connected to the orders have fiscal years attached to them. It would be helpful to only be able to see the orders that are within the current fiscal year and not every order ever entered.
4 votes -
'Manage purchase request' page report to include fields like ISBN
The ‘course instructor’s name’ and the ‘course name’ fields are not there in the ‘create purchase request’. So, we write the course instructor’s name under the Requestor tab and Librarian's name who has inputted the request on Requester Note. If there were separate fields we could have searched by the name of the Librarian also as we cannot filter by requester note.
After creating a purchase request, when we export the requests to an Excel sheet using the ‘export list’ icon on the Manage purchase request page, we don’t get fields like ISBN, Publisher, publication year, edition, etc., which are…4 votes -
Manage Purchase Requests [Acquisitions > Purchase Requests > Manage Purchase Requests] menu
All user purchase requests are directed to the 'Unassigned' tab in the "Manage Purchase Requests" menu. It seems that this could be somewhat inconvenient for the staff handling acquisitions. Therefore, we would like to propose two suggestions. ① Enable the selection of multiple items within the 'Unassigned' tab for bulk assignment, either to oneself ('Assigned to Me') or to another staff ('Assigned to Others'). ② We would like purchase requests to be automatically assigned to the appropriate staff member based on the MARC format or vendor selected during the request.3 votes -
Manage Purchase Requests - facet by 'Assigned to:' and display Library notes
Add to the facets the option to filter by 'Assigned to:'
Also the option to see the notes tab details when viewing all Manage Purchase Requests 'in review' .
We can see the requestor note but not any Library notes from the Manage Purchase Requests screen to make this information easier to review.3 votes -
anonymization for purchase requests
Similar to fulfillment requests, such as loans, digitization requests, or holds, we would like to anonymize purchase requests (ideally as part of the fulfillment job).
There should be options of whether to include approved and/or rejected over a specific age. We understand there might be an issue with purchase requests that take an extended period to complete, so this requires purchase requests to be set to a 'closed' or 'completed' status when physical items are received or electronic inventory is activated. Currently, those statuses do not exist.
From a patron privacy perspective, separating the patron record from the content they…
3 votes -
From my assigned purchase requests, allow selection of multiple requests to be assigned to someone. Doing it line by line is cumbersome.
From my Assigned Purchase Requests, allow assigning multiple requests at once to someone else. Going in line by line is cumbersome.
3 votes -
Add a parameter to manage suppression of unheld purchase requests
Currently, when a bib record is created for purchase request for a title not held by the library, it is automatically suppressed by default. We would like the option to make these records visible to users so they can place holds and track availability. Please introduce a configurable parameter that allows us to control whether such requests are suppressed or displayed.
2 votes -
Automatically assign purchase requests to certain users
There needs to be a way to automatically assign purchase requests to a certain staff member. I'm thinking specifically in the case of citations that come to Alma from Leganto, but I'm sure there are other instances. It makes much more sense to designate a specific person(s) who these requests should go straight to rather than having them go to an unassigned queue and the staff member(s) having to sift through it and manually assign things to themself.
1 vote -
Excel - Allow personalization of the fields to be export
Our proposal, is to allow include bibliographics fields to the excel archive.
In order to manage the purchase requests, we need an excel archive that iclude fields like ISBN, edition, year, ...1 vote -
Analytics: Add Purchase Request Requester user information at the time of request
The Purchase Request Subject Area Purchase Request Requester user information is updated every day by ETL to the current user information.
In many cases, this is useful. But it is not useful for reporting when it is important to know the information of a user at the time of an action.
As one example: We would like to report on the number of patrons submitting purchase requests by user group such as undergrads vs postgrads vs staff. If a patron submits a purchase request as an undergrad and then becomes a postgraduate, the outcome of current analytics is that all…1 vote -
Letter for purchase requests initially approved and finally canceled
Sometimes it happens that a user's purchase request is initially approved by the acquisitions staff and sent to the vendor, but sometimes it ends up being canceled for some reason.
Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Then it will be manually canceled.
We request the creation of a letter in which the user is informed of this circumstance. Together with this, we request that…0 votes
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