Acquisitions/Serials
Recommendations for creating vendor records
We have received several questions in the vein of, "What are your recommendations for creating vendor records?" First, we recommend searching for an NZ-shared vendor Remember to check your Vendor list filter because it defaults to "Active." If an NZ ...
ProQuest Rialto Qualifications
Qualifying MnPALS Libraries Invited by ProQuest to Begin Using Rialto in Alma In September 2020, ProQuest began onboarding libraries from interested Consortium of MnPALS Libraries who met License Agreement thresholds*. * customer commitment of a ...
Temporary Locations or Work Orders
Why Work Orders and Temporary Locations are not interchangeable in Alma Alma considers items being worked on (work orders) unavailable, and overriding the work orders is extremely difficult or impossible to do quickly at the Circ Desk Unless you ...
PO Line Types and Attributes
POL Types PO Line Types = Purchase Type + Order Continuity The purchase type describes the resource you are purchasing. You can use a more descriptive term in the POL Material Type and Item record's Material Type fields. Purchase Types include: Print ...
MARC BIB 9XX Fields for Acquisitions/EOD
9XX fields to use for Acquisitions and Item Information for the New Order Import Profiles There are four 9XX fields that a vendor is allowed to use to place acquisitions and item information into when using EOD files: 949 - Holding Record and Item ...
Configuring Work Orders in Alma
Setting Up Work Order Types, Work Order Statuses. and Work Departments Within Alma Configuration, select the library in the “Configuring” drop-down, go to the General tab, and click on Work Order Types. Work Order Types From the Work Order Types ...
Yankee GOBI and fund codes for Alma
A question from one of our institutions: I have a question about EDI and GOBI. Do libraries need to contact Yankee (YBP) regarding removing the fiscal year date from the fund code they send? If so, what field in the GOBI record do we ask them to ...
Troubleshooting Steps for Alma Acquisitions - Invoicing
Core requirements Active Fiscal Year The Fiscal Year should be activated in the Fiscal Year table (Configuration > Acquisitions > Fund and Ledger Fiscal Period) Active Ledger/Funds Must have one ledger that is activated The ledger must have one ...
Troubleshooting Steps for Alma Acquisitions - Activation
Commonly encountered issues POL for electronic inventory says the inventory is not activated. Check whether the collection or portfolio you activated links to the POL. You may have activated a different record than you have linked to the POL. You can ...
Troubleshooting Steps for Alma Acquisitions - Receiving
Commonly encountered issues POL does not show up in Receiving Workbench. Check the workbench tab you are using. You might be in the wrong one. Check the filters you have used. You may have filtered to values that will not match the POL. Search for ...
Troubleshooting Steps for Alma Acquisitions - Ordering
Troubleshooting Ordering (creation of POL through "Sending" the PO/POL) Core requirements Active Fiscal Year The Fiscal Year should be activated in the Fiscal Year table (Configuration > Acquisitions > Fund and Ledger Fiscal Period) Active ...
FY wrap-up: POLs in Waiting for Invoice status
At your FY mid-point or end, you may find it useful to check your open POLs from this year in the Ready status. Basic Steps Check that you did not enter the invoice and link the invoice lines to accidental duplicate POLs. If you did, fix the ...
FY wrap-up: POLs in Under Evaluation status
At your FY mid-point or end, you may find it useful to check your open POLs from this year in the Under Evaluation status. Basic Steps Check that you still want to order the POL(s). If you do not want to order the POL(s), cancel the POL(s). If you ...
FY wrap-up: POLs in Sent status
At your FY mid-point or end, you may find it useful to check your open POLs from this year in the Sent status. Basic Steps If you or the vendor canceled the order, cancel the POL(s). If you received the item for a physical order, make sure to receive ...
FY wrap-up: POLs in Ready status
You may find it helpful to check your open POLs from this year in the Ready status at your FY mid-point or end. Basic Steps Check that you still want to order the POL(s). If you do not want to order the POL(s), cancel the POL(s). If you still want to ...
FY wrap-up: POLs in Manual Packaging
You may find it helpful to check your open POLs from this year in the Manual Packaging status at your FY mid-point or end. Basic Steps Check that you still want to "send" the POL(s). If you do not want to send the POL(s) because you canceled the ...
FY wrap-up: POLs in In Review status
At your FY mid-point or end, you may find it useful to check your open POLs from this year in the In Review status. Basic Steps Check that you still want to order the POL(s). If you do not want to order the POL(s), cancel the POL(s). If you want to ...
FY wrap-up: POLs in Auto Packaging
You may find it helpful to check your open POLs from this year in the Auto Packaging status at your FY mid-point or end. If you enabled the Auto-Packaging job, you do not need to worry about these POLs. If you keep seeing the same lines in this ...
Tips for POL searching in Alma and Alma Analytics
Searching for POLs in Alma and Analytics can be a little different. Here are some tips. Alma The basic Order Lines > Title search is straightforward. This search will find the word(s) anywhere in the title. Alma does not interpret this as a phrase ...
Alma Error: "PO line creation failed."
Sometimes when creating a POL, you may receive the following error: "PO line creation failed. Please contact your system administrator." Some other Ex Libris customers have published cases with this symptom. The causes listed in these cases include: ...
Acquisitions (Physical and Electronic) - Basic Information
Getting Started These are some excellent resources to use when starting a new position related to Acquisitions. We recommend that you review any workflow diagrams in the recommended documentation. Then, watch any relevant workflow videos referenced. ...