Relinking Bib Records and POL
Page Contents:
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:
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
| PO Line Types |
PO Line Statuses |
|
One Time
|
- Closed
- In Review
- Waiting for Invoice
- Ready
- Sent
- In Review
- Deferred
- Auto Packaging
- Manual Packaging
- Cancelled
|
| Subscription/Standing Oder |
- Waiting for Renewal
- Waiting for Manual Renewal
- Ready
- Sent
- In Review
- Deferred
- Auto Packaging
- Manual Packaging
- Cancelled
- Closed
|
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
