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Pre-Order Searching

Note

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 of Purchase Order lines, Purchase Orders 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 can be sorted by various different fields (such as Title, creator and 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 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  "Edit" button in the upper right hand corner of the display




    • PO Line 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 and holding library are the same; but in some cases this may not be true 


    • 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) 

Creating a new order on an existing record from the titles search screen

  • To create an order on an existing record on the titles search results screen, click on the Ellipsis in the upper right hand corner, and choose Order

  • Please note: your results list can be customized so that the Order button can be one of the visible buttons on the upper right hand corner as below:
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