Naomi Maendel

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  1. 35 votes
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    Naomi Maendel commented  · 

    This is a great idea and we would really like to see this. Over the years we've racked up a lot of 0.01 POs and it's begun to make a noticeable impact on our fund encumbrances. To respond to Nancy, technical and gift POs aren't allowing us to use zero values - they refuse to save.

    Naomi Maendel supported this idea  · 
  2. 3 votes
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    0 comments  ·  Alma » Other  ·  Admin →

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    Naomi Maendel shared this idea  · 
  3. 71 votes
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    Naomi Maendel commented  · 

    I would really like to see both displayed: Global/Local dates and Perpetual Dates (if used) - not quite the same as the either/or suggestion above. Right now, when a librarian wants to weed print they need to either: go into portfolio records individually; do an Extended Export and view the Excel file. It would be so useful for that information to be shown right in Primo and in Alma search results - the Perpetual Date fields would be a more effective tool.

    Naomi Maendel
    Technical Services, University of Manitoba

    Naomi Maendel supported this idea  · 
  4. 36 votes
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    Naomi Maendel supported this idea  · 
  5. 5 votes
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    0 comments  ·  Alma » Analytics  ·  Admin →

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    Naomi Maendel shared this idea  · 
  6. 6 votes
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    Naomi Maendel commented  · 

    Hello,

    It's not a straightforward process. You'll need to get to the templates by opening an existing PO, then delete the template from there. The PO itself won't be changed.

    Here are the steps:
    - find any PO and edit
    - do nothing to it
    - at the top right, choose Save as template (this will get you to the templates section)
    - Existing Templates dropdown - choose the template to delete
    - both fields will fill and a Delete button will appear - click it
    - you should see a confirmation message: "Template has been deleted." If you don't see it, you're not the owner of the template and it didn't work.
    - click Cancel (because you don't want to create a new template)
    - you're back in the PO
    - more templates to delete? Choose Save as template again, repeat the steps
    - finished? Choose Back to PO Line List to exit the PO

    I'd like to see this method work every time, not just for templates I've made.

    Hope this helps!

    Naomi Maendel shared this idea  · 

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