Alma Resource Management Guide

Relinking Bib Records and POL

Page Contents:

• Relinking Overview
• What can be relinked?
• POL Line Types and Statuses
• Relinking Workflow

Relinking Overview

Moving a Purchase Order Line (POL) from one bib record to another is called relinking in Alma. The "Relink" button on the Purchase Order Lines Details screen is used to relink a POL from one bib record to another. 

Bib records may need to be relinked to another bib record after receiving because:

• The POL was created using the "wrong" bib record
  • The bib record has the wrong resource type
  • The bib record does not match the item in hand
  • A single title bib record was used for a multi-volume set
  • The vendor record is incorrect
• The cataloger has found a "better" quality bib record to use:
  • In Alma
  • In OCLC

What Can Be Relinked?

POLs can be relinked with the following statuses:

• One Time Closed POLs
• In Review
• Deferred
• Ready (Packed into a PO and ready to be sent)
• Waiting for Manual Renewal

POLs cannot be relinked if:

• Items linked to the POL are in a temporary location
• Items linked to the POL are on loan 
• The POL is linked to Community Zone (CZ) records
• The POL contains items that belong to two different bib records

PO Line Types and Statuses

Relinking Workflow

For information on Relinking Holdings and Items see these pages: Relinking Holdings Records or Relinking Item Records

Or click to view this resource from the TSSC Training Subcommittee on Relinking Records