Skip to content

Mavis Cheung

← Have an idea for Ex Libris?

My feedback

2 results found

  1. Add Associated PO Line field to New Order Import Profile & Update PO Lines job

    45 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Alma » Acquisition - PO & POLine  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Mavis Cheung supported this idea  · 

  2. Enable batch updating portfolios to update PO line field

    25 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Alma » Resource Management - Electronic  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Mavis Cheung supported this idea  · 
    An error occurred while saving the comment
    Mavis Cheung commented  · 

    It is good to import PO_LINE field in a spreadsheet using portfolio loader. Currently, our Library need to assign an existing POL to a batch of portfolios. However, PO_LINE field in the spreadsheet only used at portfolio export.

    Apart from that, run a job to bulk attach an existing POL to portfolio is also not allowed by Alma due to the different content types. It would be great if a set could be selected regardless content type. For example, when perform the job of PO Line, not only the set with content type Order Lines can be selected, but also other content type, such as Electronic Portfolios can be selected as well.

    If both functions can be executed in Alma, it would save a lot of time and work load to bulk assign POL to portfolios.

Feedback and Knowledge Base

(thinking…)