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    Configuring Physical Item Sort Routines

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    The following role can configure physical item sort routines:
    • General System Administrator
    The Physical Item Sort Routines configuration options provide greater flexibility for determining the sort order display of physical items in the Receive Items List (Acquisitions > Receiving and Invoicing > Receive > Continuous tab, select Actions > Manage Items), the staff search physical items list, and/or the Get It tab (on the second page, after clicking one of the locations).
    These configuration options enable you to create your own custom sort routines in addition to the default sort routines provided with Alma.
    The sort routines appear in a drop-down list that allows you to dynamically switch from one sorted view to another. See below for examples of sort routines.
    Sort Routines for the Staff Search Physical Items List
    To the right of the drop-down list are up/down arrows that allow you to dynamically switch between ascending and descending order for the sort routine that you selected.
    Sort Routines for Received Items List
    List of Items on Get It Tab (Displayed on the Alma Electronic Services Page)
    For more information on item sort routines, see the Item Sort Routines video (7:34 mins).
    To create new item sort routines:
    1. On the Sort Routine List page (Resource Management > Resource Configuration > Configuration Menu > General > Physical Item Sort Routines), click Add Sort Routine. The first step of the sort routine wizard opens.
    2. Enter the name and description for the sort routine and click Next. Step 2 of the sort routine wizard opens.
    3. Select the sort order (ascending or descending) for this routine.
    4. Select the fields by which you want this routine to sort.
      Select Fields on Which to Sort
    5. Click Add to Selection. The fields that you selected display in the Sorts selected section.
      Sort Fields Selected
    6. Use the up/down arrows to the left of the selected fields to identify the order in which you want these fields sorted and click Next. Step 3 of the sort routine wizard opens.
    7. Select the item list in which you want this sort routine to be available and select whether it should be the default sort routine to be used.
      Sort Routine Available For Selection
    8. Click Save. The new sort routine is added to the list of routines on the Sort Routine List page.
    To edit item sort routines:
    1. On the Sort Routine List page (Resource Management > Resource Configuration > Configuration Menu > General > Physical Item Sort Routines), select Actions > Edit in the row of the sort routine that you want to edit. The General Information tab on the Sort Routine List page appears.
    2. Select the Conditions Selection tab and/or the Display Configuration tab and make the changes needed to match your requirements. Refer to the procedure To create new item sort routines: for details regarding the sort routine options.
    3. When you have finished making your changes, click Save.
    To delete item sort routines:
    On the Sort Routine List page (Resource Management > Resource Configuration > Configuration Menu > General > Physical Item Sort Routines), select Actions > Delete in the row of the sort routine that you want to delete.
    To configure the Description item sort routine as the default:
    1. On the Sort Routine List page (Resource Management > Resource Configuration > Configuration Menu > General > Physical Item Sort Routines), select Actions > Edit in the row with the sort routine name of Description. The General Information tab on the Sort Routine List page opens for the Description sort routine.
    2. Select the Display Configuration tab. The Set as default option settings appear in the Routine Available For section.
      Display Configuration Tab
    3. Select the Set as default option for the sort list(s) where you want the Description sort routine to be the default.
      Set as Default Selection(s)
    4. When you have finished making your changes, click Save. The Description sort routine now appears as the default per your selection(s). See the illustration below for an example where Description is the default sort routine on the List of Items page (Physical resource editor items list). For information on the List of Items page, see Working with the List of Items.
      Description Sort Routine Default