Acquisitions-Focused Navigation & Customizations
- Jennifer Koerber (Unlicensed)
- Alexis June Cooper (Unlicensed)
- Jaime (she/her/hers) McAllister-Grande (Unlicensed)
- Gerry Walden
Acquisitions Menu
Click on Acquisitions in the menu bar to display a full list of links to Acq-related tasks.
Dashboard Widget Suggestions
The Tasks Widget includes several workflows that require Acquisitions, Serials and/or Finance operator follow-through such as:
- Purchase Order lines in Review
- Purchase Orders in Review
- Claims list
- Items in your work order department
- Invoices in Review
- Electronic Resources activation list
The tasks list is also available via the Tasks Icon on the menu bar: 
Recent Pages Feature
Alma automatically lists your most recent pages on the dashboard, which should aid access to the most frequently visited places:
Quick Links
Hovering over any menu option will display a grey star to the left of the entry; clicking on that star will activate that entry as a Quick link and a persistent blue star will remain.
The quick links can be retrieved via the quick link star icon on the menu bar
Suggested Quick links:
- Resources > Cataloging > Open Metadata editor
- Resources > Cataloging > Search External Resources
- Selected entries under Fulfillment, etc.
Repository Search for Orders ("Order Lines") -- Searchable fields
The fields listed here are available as search indexes within the Order lines search. The fields and descriptions reflect information appearing in the Purchase Order Line Details tab of an Order line.
The default Repository search box allows a simple search by one field. Click the Advanced link to open the Advanced search which allows simultaneous searching by multiple criteria.
| Field | Description |
Additional PO Line Reference | An additional identifier for the PO Line |
| All | Search all searchable fields |
| Author Name | As listed in PO-Line 'Description' tab. |
| Fund code | Numerical fund code |
| Fund name | e.g. "Coolidge" |
| Import Job ID | Identifies PO Lines affected by a given import job |
| MMS ID | Alma system number |
| Material Type | "Book", "DVD", "Laptop Charger", etc. |
| PO Line | Order number e.g. X890491 |
| PO Line type | e.g. "Print Book - One Time" |
| PO reference number | PO number associated with the PO-Line |
| Physical location name | Name of holding library, e.g. "Widener" |
| Publication place | As listed in PO-Line 'Description' tab. |
| Publication year | As listed in PO-Line 'Description' tab field 'Publication Date'. |
| Publisher | As listed in PO-Line 'Description; tab |
| Receiving notes | A note to the receiver (e.g. serials routing info). |
| Reporting code | the Object code value within the financial fund string. e.g. Rare Books^Special Collections (7021) |
| Secondary reporting code | not currently in use |
| Sip ID | Identifies PO lInes that were part of a given job |
| Standard number | Matches Identifier field in the Summary page of PO Line. (e.g. ISBN/ISSN) |
| Tertiary reporting code | not currently in use |
| Title - Starts with | Matches only the first part of the title (e.g. "Harry Potter and the") |
| Vendor account code | the code field of the vendor accounts e.g. "FAL01-D-FINE", "WIDEU-4005285" |
| Vendor code | e.g., "HRSW" |
| Vendor invoice number | e.g., "12345" (returns all vendor invoices with the given number) |
| Vendor name | e.g. "Harrassowitz" |
| Workflow | Matches workflow step, or PO line status (e.g. "In review") |
Updated 3/28/18
Note
In the "Purchase Order Lines" search results list;
- The just-executed search query can be saved using the button at upper right below the menu-bar labeled 'Save Query'
- Available search facets appear in a column to the left of the results list; Can be toggled on or off by clicking ">>" symbol next to "Facets"
Order Lines – Simple Search fields (3/29/18)
Order Lines – Advanced Search fields (3/29/18)
