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IGeLU 2023 Conference and Developers' Day

September 11–14, 2023

Leuven, Belgium

>> Presentations and Recordings <<

Except for sessions marked as "Physical session only (no live streaming)", all sessions are accessible to physical and virtual participants.

Purchase Request in Alma – a suggestion for service improvement

Wednesday, September 13, 2023 at 10:20 AM–10:50 AM CEST add to calendar
Room Emma Vorlat (00.E20)
Session Abstract

At the Library of the Scuola Normale Superiore of Pisa, we are testing the usage of purchase requests through Alma and Primo.
First, we concentrated on how to modify Alma's flow to fit our workflow, which separates the roles of the person who reviews and approves the purchase from the person who places the order. We discovered a workflow usage mode that simulates the necessary missing steps to do this.
During the service study, we also identified a few issues and criticisms with the current service. For instance, the workflow seems unfinished to the end user and the purchasing operator, resulting in the display of information that is frequently no longer useful. Furthermore, the unavailability in Analytics of data on rejected requests prevents analysis of this important aspect.
In this presentation, we give our ideas for enhancing the service provided by Alma in the various areas in which we have been engaged, also considering suggestions made by other institutions.

Track

User Experience / Discovery

Products or Areas of Focus
Alma
General / Other
Physical/Virtual?

Physical session (+ live streaming with Zoom)

Presenters

[photo]
Paola Mancini, System librarian, Scuola Normale Superiore
LinkedIn URL
Twitter URL

Moderators

[photo]
Betsy Friesen, University of Minnesota Libraries
[photo]
Cindy Greenspun, Project Manager, Yale University
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