Alma

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  1. Implement auto holdings for Wiley

    Implement auto holdings (autoholding, auto load, autoload) for Wiley, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    122 votes
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  2. Implement auto holdings for Taylor and Francis

    Implement auto holdings (autoholding, auto load, autoload) for Taylor and Francis, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    89 votes
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  3. E-Collections: Read-only access to Alma for other institutions

    We wish to provide read-only access to our Alma instance to other institutions in our consortium and vice versa so that we can compare setup more efficiently. The permissions need to be quite restrictive and prohibit access to financial, patron data, etc. but allow us to view E-Collection, Service and Portfolio level screens.

    When comparing set-up of our e-collections we are spending a lot of time discussing via email and sharing screen shots, which is not as efficient as being able to go in with a view privilege and compare in real-time.

    67 votes
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  4. Implement auto holdings for IEEE

    Implement auto holdings (autoholding, auto load, autoload) for IEEE, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    68 votes
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  5. 28 votes
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  6. "Electronic material type originating from Bib" vs "Electronic material type" : a display issue in the Portfolio service editor's list

    In an electronic portfolio, there is a field called "Electronic material type originating from Bib" which can be overloaded by another field called "Electronic material type".
    The Job "Change electronic portfolio information" allows to update the material type of portfolios into the field "Electronic material type" into a set of portfolios.
    If we do so, the material type is not updated into the Portfolio service editor's list... which is confusing.

    our request : when the material type of a portfolio has been updated in the field "Electronic material type", ALMA should only considare this material type and display it in…

    19 votes
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  7. Delete unwished licenses

    We need the feature to delete unwished licenses. We mean delete and not display those licenses to the licenses list.

    83 votes
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  8. make "test access" work when direct linking is enabled

    The "test access" button in Alma does not work when direct linking is enabled in Primo. When trying to test access for an electronic portfolio, Alma loads a blank page forcing staff to click "display in a new window" in order to proceed. We recommend that this behavior be changed so that test access works the same regardless of whether direct linking is enabled.

    3 votes
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  9. Display perpetual coverage dates where no other coverage provided

    We now have the ability to log current access dates and perpetual access dates on a portfolio. However there is no way to display the perpetual access dates in Alma or Primo unless looking at the coverage tab of the portfolio.

    It would be good if there was an option to use the perpetual coverage dates as our display dates either by having an additional option for the local, global, local and global section, or just displaying those dates if local only is selected and there is nothing in the local section.

    We have titles that we had current and…

    12 votes
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  10. Ability to add closed purchase order lines to the Acquisitions tab, PO Line field on active portfolios

    Alma will not let you place a closed PO Line in the portfolio Acquisitions tab, PO Line field.

    We want to tie closed PO Lines to active portfolios because the PO Line is why we have archival access and why the portfolios are still turned on after cancellation.

    Migration to Alma results in many PO Lines not linked in the Acquisitions tab PO Line field. Cleaning this up would involve reopening the PO Lines and closing them. This is too much effort for what we need to accomplish. Please implement!

    28 votes
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  11. Portfolio Bulk Load file limit too small

    The file limit of 10MB is too small. If we're using the Bulk Load, it means we're dealing with very large amounts of portfolios. Having to split those files is cumbersome.

    11 votes
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  12. Allow free text in "Change Portfolio" job, "Set interface name" field

    i work almost exclusively with local, standalone portfolios for electronic resources. I need to be able to globally update the "Interface name" field with free text. The"Change Portfolio" job currently only allows the change to be to one of the vendor code names established in the Acquisitions area. Our acquisitions staff have not set up in Alma such codes for many resources, for example, e-collections for which we purchased perpetual access years before we migrated to Alma.

    One reason I need an interface name on the portfolios, is that when I do a repository electronic titles search, there is nothing…

    5 votes
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  13. Using load portfolios in a collection to update POL link

    We currently use the Load Portfolios tool in the Electronic service to update portfolio information. We have found this won't update the PO Line information in the Acquisition tab of the Portfolio. It is included in the data in an extended export of portfolio information, but does any changes/additions made to this field in the spreadsheet are not reflected in Alma when it is loaded.

    We would like to be able to add/change this information using the Load portfolios tool.

    A recent example of where this would be useful was a number of portfolios were incorrectly deleted from a collection.…

    12 votes
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  14. Improve filtering of packages in Community Zone

    When checking for a portfolio to import from the Community Zone, there can be large numbers of collections to sift through from the large suppliers. These appear in what I guess is reverse chronological order i.e. newest created first. It takes much scrolling and scrutiny if you don't want the collections that are offered first.
    There should be a way either to search for the collection you want, or to filter by collection via a drop down. This would save time and also help prevent selecting the wrong collection and possibly having broken links in the Alma linkresolver

    1 vote
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  15. Implement auto holdings for Gale Cengage

    Implement auto holdings (autoholding, auto load, autoload) for Gale Cengage, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    In particular Gale Virtual Reference Library.

    1 vote
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  16. Add Access type in the portfolio information update job

    Since Ex Libris has added Access type for individual portfolio, there has to be a job to run to add access type to the portfolios in a collection. Currently, either we have to specify it in each portfolio manually, or we load a spreadsheet matching on portfolio ID. Unfortunately, as of today 1/23/2019, when loading a spreadsheet without the local coverage, e.g. only the access type, the local coverage is overwritten.

    8 votes
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  17. Ability to assign electronic activation tasks in the POL

    Electronic resources are automatically added to the Electronic Resource Activation Task List page upon ordering. The current workflow requires someone with the permission of Repository Manager to manually review the activation task list in the unassigned tab (which might have hundreds of portfolios and databases at any given time) to decide whom to assign a task.

    I propose a different model or workflow: Allow Acquisitions staff to assign a task while creating the purchase order line.

    73 votes
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  18. KBART export from Alma to include title level URL

    As we from time to time need to interface with software and services outside the ExLibris suite, it would be great if the KBART Schema for export would include a proper title level URL as specified in the KBART Recommended Practice:

    "[Title level URL] Indicate the URL of the title’s homepage.
    For journals, this page should be a listing of the available volumes and issues. "

    16 votes
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  19. Automated holdings data updates for Paratext Reference Universe platform

    Reference Universe by Paratext utilizes holdings data files consisting of ISBNs to present users with search results specific to their library's holdings.

    According to Paratext, they have recently completed a pilot project where they access a library’s SFX resolver directly and retrieve information on new acquisitions without library personnel being involved at all, once the original protocols are established. This will be great for libraries using both Reference Universe and SFX.

    They are interested in establishing this automated holdings data maintenance functionality with other OpenURL resolvers, such as Alma Link Resolver.

    Please work with Paratext to establish and optimize automated…

    12 votes
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  20. Supressing inactive portfolios and inactive collections from the discovery layer.

    It would less confusing to our patrons if we could suppress the display of inactive portfolios/collections or remove them entirely from our catalog. Patrons see them and wonder why they aren't available, since they still see the record in Primo. Also there are electronic CZ records that creep into our catalog and link, but we are not subscribed so the link is dead. It would greatly help us out if we could remove or suppress them. Thank you.

    1 vote
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