Leganto Purchase Requests

LEGANTO PURCHASE REQUESTS

Reserves Staff can place purchase requests for items required for Leganto Reading Lists.

• All Reading Lists requests are handled as priority and are ordered following Priority Procedures
• Ensure to check if an Ebook is available, email Barbara the required information stating it is Priority for Leganto Reading List
• Reject the request in Alma, see below Rejecting a Purchase Request

Alma

• Select Tasks>Purchase Requests

• Click edit on request

• Use information provided to determine next steps

• Follow standard duplication procedures to ensure we do not already own the required title
  • If the library has the required item see below Rejecting a Purchase Request
• The purchase request will create a minimal record that is suppressed

• Search for a vendor who can provide the required item as soon as possible
• if the item cannot be purchase reject the Purchase Request see below Rejecting a Purchase Request

• Download a new bibliographic record in Alma and save and the release the record, DO NOT select order

• Return to the Purchase Request
• Click Relink

• Information will populate but edit as required
• Click Search

• The existing purchase request bib record and the new full record will appear
• Hover over and click the full bibliographic record

• Click Confirm

• • The purchase request bibliographic record will be automatically deleted from Alma
  • Return to the purchase request and Click Edit

• Scroll to Request Attribute
  • Add owning Library
  • Cost
  • Fund
  • Vendor
  • Add Location
• Click Save

• Click Approve and Order

• POL has been created
• Review the POL as required

• POL will be in auto packaging and will move to sent when the job is run overnight, or click Order Now to change the status
• If an error was made you can still update the POL as required

• Send the purchase request to Acqfinancial with all required information to be ordered on credit card
  • If the item is only available in GOBI or Oasis follow the Purchase Request Rejection procedures and select Purchased on Vendor System
    • This will delete the temporary bib record and allow for the new bibliographic record and POL to be created via the vendor system
• Return to the Tasks>Purchase Requests or Acquisitions>Purchase Requests>Manage Purchase Requests
• The request remains in purchase requests with a view/delete status
• Delete the request once the item has been sent for ordering

• Click Confirm

• Title will be removed from purchase requests

Rejecting a Purchase Request

Purchase requests are rejected if it is a duplicate, is not available, or if an ebook is purchased

• Click ellipsis (…)
• Click Reject

• Click Confirm

• Select the reason for the rejection from the drop down menu

• Click Reject

• The request will be rejected, delete the purchase request as stated above
• Email library.reserves@uregina.ca notifying them of the reason for the rejection to ensure they are aware of the situation
  • If an ebook was ordered send the link from Quick Find to library reserves
  • If a book was only available in GOBI or Proquest send the new Quick Find link to library reserves