Why can't I close a POL for an electronic - one time POL?

Answer

To close an electronic one-time POL in Alma, the electronic portfolio needs to be activated. The POL will not close if the electronic portfolio has not been activated and if Done has not been clicked from the e-Activation task list to complete the activation process.

To activate an electronic portfolio:

  1. Click Create E-activation Task List from the ellipses of the electronic portfolio
  2. Click on the clipboard icon to view the tasks requiring your attention and select Electronic resources - unassigned
  3. Click Edit Resource to review the linking and other information
    • If you make any changes click Save or click the back arrow if no changes has been made
  4. Click on the Assigned to Me Tab
  5. Click Test Access from the ellipses of the electronic portfolio
  6. Click Done from the ellipses
    • Clicking Done will close the POL

Ex Libris Documentation: POL for electronic resource not closed although activated and fully invoiced in Alma

  • Last Updated Sep 14, 2023
  • Views 226
  • Answered By Margaret McGee

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