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Tracey Middleton

← Have an idea for Ex Libris?

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14 results found

  1. Changing daily quota of Lending requests

    19 votes
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    1 comment  ·  RapidILL » Configuration  ·  Admin →
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    Tracey Middleton supported this idea  · 

  2. Ability to throttle the number of lending requests

    22 votes
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    0 comments  ·  RapidILL » Lending  ·  Admin →
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    Tracey Middleton supported this idea  · 

  3. RapidILL Toolkit for Improving Scan Quality

    12 votes
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    0 comments  ·  RapidILL » Other  ·  Admin →
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    Tracey Middleton supported this idea  · 

  4. Automatically repopulate bibliographic data when changing standard number

    9 votes
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    2 comments  ·  Rapido » Staff processes  ·  Admin →
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    An error occurred while saving the comment
    Tracey Middleton commented  · 

    This is a great idea.

    Tracey Middleton supported this idea  · 

  5. Ability to change barcode scanned items in a lending request.

    24 votes
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    0 comments  ·  Rapido » Staff processes  ·  Admin →
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    Tracey Middleton supported this idea  · 

  6. Send resource sharing requests directly to pick up locations

    32 votes
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    1 comment  ·  Rapido » Configuration  ·  Admin →
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    Tracey Middleton supported this idea  · 

  7. Add 'Use Rapido Pod Terms' and 'Rapido Partner' columns to add partners action on rota tab

    46 votes
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    0 comments  ·  Rapido » Staff processes  ·  Admin →
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    Tracey Middleton supported this idea  · 

  8. Stop the practice of showing funds for 'in review' invoices as expenditure.

    213 votes
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    13 comments  ·  Alma » Acquisition - Invoices  ·  Admin →
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    AdminTamar Fuches (Alma product manager, Ex Libris) responded

    Dear colleagues,

    Thanks you for suggesting this idea.

    After reading it carefully, my understanding is that the need is for a new “entity” which will serve as a “bridge” between encumbrance and expenditure. This bridge will be named “Pending invoices”.

    Any POL which is invoiced will be disencumbered and the amount will be added to the “pending invoices balance”. When an invoice is approved, the amount should be reduced from the “pending invoices balance” and added as an expenditure.

    1. Is this understanding correct?
    2. Do you think that the definition of using this "bridge" should be in institution level, or might be different from invoice to invoice?

    Please note that this is a complicated addition. We will need to define the behavior in rollover, and in any place that changes balances etc.

    Thanks for your collaboration,

    Tamar Fuches

    Alma product team

    An error occurred while saving the comment
    Tracey Middleton commented  · 

    Hi Tamar - agree with Oliver and Tom - it needs to be simple. Our preference would be for transactions to remain as encumbrances until the invoice is approved. No need to for a 'bridge' status.

    Tracey Middleton shared this idea  · 

  9. 'Notes' field in User Group configuration - note field for each user group in the user group table

    10 votes
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    0 comments  ·  Alma » Fulfillment - General  ·  Admin →
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    Tracey Middleton supported this idea  · 

  10. resource sharing lending participating items, exclude by provenance

    6 votes
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    0 comments  ·  Alma » Resource Sharing  ·  Admin →
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    Tracey Middleton supported this idea  · 

  11. Improve Alma Analytics to allow for more straightforward and accurate COUNTER usage data and Cost Per Use reporting.

    127 votes
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    5 comments  ·  Alma » Analytics  ·  Admin →
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    Tracey Middleton supported this idea  · 

  12. Improve 'Synchronize from CZ' job reports

    29 votes
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    0 comments  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Tracey Middleton supported this idea  · 

  13. E-Collections: Read-only access to Alma for other institutions

    76 votes
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    1 comment  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Tracey Middleton supported this idea  · 

  14. Make it possible to change the bib reference on orders with a CKB ID

    63 votes
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    1 comment  ·  Alma » Acquisition - PO & POLine  ·  Admin →
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    Tracey Middleton supported this idea  · 

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