| Table of Contents |
|---|
Pre-Order Searching
...
| Info | ||
|---|---|---|
| ||
There are various ways to see whether an order exists for a title and/or whether a title exists in our collection: it is important to note, however, that different approaches to searching (i.e. searching a title search vs an item search vs an order line search) provide different data fields in the Alma results screens. Different search indices are also provided depending on whether you use the Basic or Advanced Search. For a detailed explanation explanations of Purchase Order linesterms, see Purchase Orders, Lines, and Purchase Order line Owners, see Update link to training page /wiki/spaces/lspp/pages/43783276 |
All
...
Titles Search
- An All titles search in the Institution zone results in a search display list that shows one entry per record; the results Titles search will find all bibliographic records matching the search criteria, physical and electronic, whether they have holdings/items or portfolios/collections or not
- Results can be sorted by various different fields (information, such as Title, Creator, creator and publication Publication date)
- Each search result shows Holding, Item, and Order information, if present: the shopping cart icon indicates how many Orders are associated with this record
- Clicking on the number of orders , opens up the Purchase order line Order Line List view, which provides a summary of the order : including the status, vendor, fund, etc.
Purchase
...
Order Lines List
- To view and open the order, click on the order number in the Order line field at the bottom of the display
- To edit the order, click on the "the Edit" button in the upper right-hand corner of the display
- PO Line owner Owner = the library or unit who placed the order
- Copies = the library named in the holdings record or item record
- Note that in the example above, both the ordering PO line owner and holding library are the same; but in some cases this may not be true
is not always true, especially for Shared Services units:
- If the order is for an electronic title, the Copies field will be blank because in Alma, electronic titles do not have inventory (a holding or item record)
- The Purchase Order Lines list display also indicates the status of both the order (PO) and the Order line (POL)
- To see the full list of POL Statuses, see: POL Statuses (Both O&C) (TtT)
Creating a
...
New Order for an Existing Record
To create an order
...
for an existing record on the titles search results screen, click on the
...
row action item list icon (ellipsis) in the upper right hand corner, and choose Order
...
If you frequently order items, you can customize the "hot buttons" on the right of your results screen to always display Order. See Customizing the Search Results Display for more details.