Alma
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33 results found
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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 -
Add in function to exclude non -SBN content from ISBN matching in the Alma purchase request function
Within Alma, the purchase request function does a matching process with local record using the ISBN field (MARC 020 $$a). Unfortunately, whether it is set up using fuzzy or exact, any 020 $$a with a-z text in the field causes an error and prevents the purchase request from being created. This occurs often with older or imported records, where the additional information has not been added to the $$q. The workaround from Ex Libris is to link the bib and then unlink to edit the bib information, removing the non-ISBN information before saving. However, this would mean that the purchase…
9 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 -
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 -
Additional POL type options for purchase requests
Currently, when creating a POL in response to a Purchase Request, the available POL type options are limited to 'physical book' or 'electronic book'. However, we also receive purchase requests for other resources, such as DVDs, CDs, musical scores, etc.
We would like to have more PO Line type options to select from when ordering a requested item.
20 votes -
Monthly Limit Feature for Patron Purchase Requests
We propose adding a feature that enables libraries to set a monthly limit on the number of purchase requests each patron can make. If a patron exceeds this limit, the system should automatically decline their request and display a message explaining the reason, such as: "Each patron is limited to submitting N purchase requests per month.
Thanks!
137 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 -
Mass deletion of purchase requests
Purchase requests can be mass rejected but cannot be mass deleted after that, so they need to be deleted individually, which is frustrating and time-consuming.
2 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 -
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 -
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.
26 votes -
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 -
"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.
12 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 -
Make Approved Purchase Requests Editable
It would be very helpful if it was possible to edit Purchase Requests which have been approved. Our purchase requests default to 'electronic' material type, but if the electronic version of the requested item is unavailable and we need to order print copies instead, and the staff dealing with the request forget to change the material type before clicking on 'Approve and order', this means an order is created with the wrong material type and there is no way to fix this retrospectively. It would save us a lot of rework if it was possible to change the material type…
4 votes -
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 -
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
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