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Elizabeth Holmes

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12 results found

  1. Analytics Reports for Deleted Purchase Requests

    143 votes
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    2 comments  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Elizabeth Holmes supported this idea  · 

  2. Improve the e-book purchase request workflow

    250 votes
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    Accepted  ·  6 comments  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Elizabeth Holmes supported this idea  · 

  3. Add an order action in the Purchase Request to “Approve and order from the CZ

    313 votes
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    Accepted  ·  23 comments  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Elizabeth Holmes commented  · 

    This is absolutely needed if the purchase request module is to be useful. We increasingly order eBooks and want the POL linked to the CZ record. It's almost impossible to do this if you click on Approve for a purchase request for an eBook as this creates a brief bib and a local portfolio. Our workaround is to Reject the Purchase Request with the reason "Order from the CZ". We do not automatically send emails to Requesters so we can do this. Then we search the CZ for a portfolio that we want to order and go from there. Ideally we want to be able to get stats on how many Purchase Requests we Approve and Reject -- we can't really so this now -- without a complicated analytics report.

    Elizabeth Holmes supported this idea  · 

  4. Add a "delete" command in addition to the "withdraw" command

    57 votes
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    2 comments  ·  Alma » Resource Management - Physical  ·  Admin →
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    Elizabeth Holmes commented  · 

    We would also like to have this option. Records created in error currently show up as withdrawn items in our statistics even though they are not really withdrawn items.

    Elizabeth Holmes supported this idea  · 

  5. Need a way to perform "scan in" or other workflow operations in batch, either from an itemized set or from a .txt or .csv file

    56 votes
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    1 comment  ·  Alma » Resource Management - Physical  ·  Admin →
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    Elizabeth Holmes supported this idea  · 

  6. Facet for PO Lines Secondary & Tertiary Reporting Codes

    10 votes
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    0 comments  ·  Alma » Acquisition - PO & POLine  ·  Admin →
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    Elizabeth Holmes supported this idea  · 

  7. More easily edit/delete POL templates

    190 votes
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    6 comments  ·  Alma » Acquisition - PO & POLine  ·  Admin →
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    Elizabeth Holmes commented  · 

    I support this. It would be much easier to manage these if there was a place where the user could see all of the PO line templates that are available and then edit them there rather than having to create a PO line to do this.

    Elizabeth Holmes supported this idea  · 

  8. Add to the Purchase request's "Approve and Order" action an option to select a PO line template.

    86 votes
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    7 comments  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Elizabeth Holmes supported this idea  · 
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    Elizabeth Holmes commented  · 

    I support this idea and agree with Ruhama's comment below. It would be great if when you click on "Approve and Order" from the Purchase Request it would take you to the same screen that you go to when you click on "Order" from the Metadata Editor or from an Existing Record in the Row Actions list. This screen then allows you to choose PO line type, Library, and Template to use.

  9. “In Review” requests sorted by creation date

    19 votes
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    1 comment  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Elizabeth Holmes supported this idea  · 
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    Elizabeth Holmes commented  · 

    This would be very useful.

  10. Purchase request conversion into a resource sharing request

    171 votes
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    9 comments  ·  Alma » Resource Sharing  ·  Admin →
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    Elizabeth Holmes supported this idea  · 

  11. Purchase Requests options

    54 votes
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    6 comments  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Elizabeth Holmes supported this idea  · 

  12. Better management of serial prediction when publication frequency changes

    417 votes
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    Under Review  ·  7 comments  ·  Alma » Resource Management - Physical  ·  Admin →
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    Elizabeth Holmes supported this idea  · 

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