Alma

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  1. In "Purchase Requests": Permit re-linking request to a Portfolio.

    Purchase requesters are permitted to both 'Use existing record' AND choose 'Requested format' = 'Electronic'.

    Please add the possibility of re-linking to an E-Portfolio--not just to a bibliographic record.

    Beginning an e-purchase with a bib rather than a portfolio requires a lot of fiddling around after the fact to correct the record so the bib is not suppressed, or mis-indexed. And who knows what's happening under the hood.

    221 votes
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  2. Change the parameters of the Purchase Request Form like the Resource Sharing Request Form

    Currently the parameters of the Purchase Request Form are very limited settings.
    (Configuration>Discovery>GetIt Configuration>Purchase Request)

    We would like to change the sequence of the fields and change the required fields.

    So, we request changes the parameters of the Purchase Request Form like the Resource Sharing Request Form ( Configuration>Discovery>GetIt Configuration>Resource Sharing Request ).

    3 votes
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  3. 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.

    3 votes
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  4. 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

    9 votes
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  5. 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.

    7 votes
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  6. Purchase request : add a new field for the url

    In our University, we would need an additional field into the Purchase Request for the url : it would help to confirm the identification of the document.

    0 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…

    12 votes
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  8. 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…

    1 vote
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  9. 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…

    38 votes
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  10. Purchase Request Suggestion

    Enable Purchase Requests to be auto-assigned to a specific user based on either fund code or name/EID of the person submitting the request.

    1 vote
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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.

    15 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.

    14 votes
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  13. 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

    21 votes
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  14. 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)

    12 votes
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  15. 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.

    45 votes
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  16. 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.

    4 votes
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  17. 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

    6 votes
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  18. 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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  19. Make patron / user information pop up card in Alma customizable or add more fields for purchase requests

    This specific request came to light when processing purchase requests from the task list. We would like to see the patron's user group when clicking on the patron information card link:
    https://www.screencast.com/t/XttSUJmwjEr

    0 votes
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