Evaluation Workflow - Close trial, keep data
The existing Alma Evaluation Workflow does not allow us to CANCEL a POL for an unwanted item, it only allows us to DELETE the POL (and therefore lose the trial/evaluation data).
The Evaluation Workflow documentation (see step 7 in the link below) suggests that cancelling is an option distinct from deleting, but there is no cancel option in Alma.
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/060Evaluations_and_Trials/010Evaluation_Workflow
It would be helpful to have an option that would close/cancel the evaluation process for items that are not acquired/purchased. This would allow for better record-keeping around trial results and better internal tracking of the rationale for not acquiring the resource.
This issue was confirmed by Ex Libris via Salesforce Case #00714360.
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