Manage Reporting Codes
Background
During the initial Alma implementation, two sets of reporting codes were created based on the current needs of DUL and independent/professional school libraries. User documentation about these codes is listed on this page Reporting Codes.
Management of reporting codes in Alma requires either of these roles and users are expected to submit a support request to LSIS to made additions or changes.
Acquisitions Administrator
General System Administrator
Alma documentation about configuring these codes:
Reporting Code 1 values are used to track order material types across all libraries, so if a request is submitted to change or add values there needs to be communication and agreement from DUL, Law, Ford, and MCL acquisitions staff.
Reporting Code 2 values are used to track selector initials and are used only by DUL staff.
How to make changes to reporting codes
The instructions below describe how to add a new reporting code for selector initials (Reporting Code 2)
Log into Alma Sandbox
Go to Configuration Menu > Acquisitions > Purchase Orders > 1st/2nd/3rd/4th/5th Reporting Code as appropriate
Select Add Row, as seen below
In the pop-up window, enter the new selector initials as both the Code and Description value and select “Add Row,” as seen below.
Alma will add the new value as a row at the bottom of the list. You’ll need to scroll to the bottom of the list and drag the new row up so that it’s in alphabetically order so that it will display in a logical way in the UI.
The new value is now available for use on orders. Repeat this process in the production environment.
To delete a row, use the … ellipses button on the far right and select “Delete.” As of Jan 2025 we haven’t yet deleted any values that have been used in Production.