[Wactclc-alma] Acquisitions Question

[Elena Bianco]

So, we are still trying to wrap our brains around Acquisitions.

I was looking at some new books, and noticing that some of the titles hadn't had a Reporting Code assigned to them (we assign Reporting Codes in order to track which librarian ordered which items).  When we went in to try to add the Reporting codes after the fact, we found it super confusing to figure out where to edit the PO Line.

This is what happened:
Some of the titles showed View when clicking on the "Order" information after doing a Physical title search, and that didn't let us edit the reporting code. However, others showed "edit" in that little tab and then we could edit the reporting Code.

Here's one that shows View:
[cid:image001.jpg at 01D39C11.72D49D70]

Here's one that shows Edit:
[cid:image002.jpg at 01D39C11.72D49D70]

I noticed that now the ones that show "view" for the purchase order line also show "auto packaging" in the Order Line Number. So , that must appear after they go to "auto packaging." When are titles sent to "auto packaging?"

Your Patient Safety Survival Guide, on the other hand, which is one we could Edit in the initial screen. Showed an Order line with the status of"Sent" when I went in to look at the PO Line.

[cid:image003.jpg at 01D39C11.72D49D70]

I did notice that you could still edit the ones that were "autopackaging" if you go to Acquisitions/Purchase Order Lines/Review, because it will show Edit from those.

So, my question is: what is the difference between "Sent" in and Order Line and "Autopackaging," and why can you get to the edit screen some places in Alma but not in others (like when you go to look at the Order from the Physical Titles search results)?

I can set up an individual call with Wade or Shellie if this is too basic of a question for the listserv. I feel like I've forgotten everything we were told about acquisitions in the implementation...

Thanks!



Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624

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