Alma

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  1. Don't dublicate identifiers in the KBART and the TXT schema

    In cases where a record in Alma has only either 022a or 776x Alma puts the only ISSN in both print_identifer and online_identifier.

    Reading a file that has the same ISSN in both print_identifier and online_identifier makes it hard to know if that ISSN is a print identifier or an online identifier.

    51 votes
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    • 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.

      67 votes
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      • Electronic portfolios in an electronic collection/packages should inherit data displays from the collection's service

        Data elements that are set at a Electronic collection service level should cascade down and be applied/display at the electronic portfolio level.
        While portfolios that are part of an electronic collection/package inherit the properties that are set at the service level, those inherited properties do not display in Alma in the individual portfolios. For example, the proxy value in the individual portfolios will always display in Alma as "No" even when the true value inherited from the electronic collection's service is "Yes." Similarly, a public or authentication note entered at the electronic collection or service level does not cascade down…

        22 votes
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        • 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!

          14 votes
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          • Electronic collection extended export file format change from xls to xlsx

            the output of the 'edit service>portfolios>extended export' is currently xls (very old excel format) which has a huge inefficient file size and a technical limitation of 50,000 lines.

            we would like the extended export output to be in the much newer, much more efficient XML based xlsx format, which has a much smaller file size to work with, while also providing many more lines - very useful for libraries with very large electronic collections that rely on this functionality.

            13 votes
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            • 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. "

              12 votes
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              • batch job de/activation of proxy enabled setting at service level

                You can de/activate the proxy setting in batch for portfolios, by using the "Change electronic portfolio information" job on a set. Unfortunately you cannot at this stage do the same on Services or Collections.

                I have approximately 30 services that I would like to change EZproxy enabled from YES to NO. I do not want to run a batch job on the portfolios - I want the proxy to be determined at service level and the portfolios to inherit the settings. It would be helpful if this could be done as a batch job rather than editing each service manually.

                63 votes
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                • Job and/or API to unlink a set of bib records from the CZ

                  We would like the ability to run a job or use an API that would unlink a set of bib records from the CZ. There are currently both a job and an API that will unlink records from the NZ, but not the CZ.

                  Use case: ebook portfolio records provided from vendors can be extremely brief, missing many points of discovery (e.g., no subjects, tables of contents, etc.). When portfolio bibs are linked to the CZ, we are forced to update each of these portfolios one at a time, which is painstaking and inefficient. We already have scripts that use…

                  6 votes
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                  • allow the use of sets in Overlap and Collection Analysis

                    The Overlap and Collection Analysis wizard allows two report types: Set Comparison and Selected Titles. Set Comparison only allows you to choose electronic collections, so the name is a misnomer. Selected Titles only allows you to upload a file. Neither type allows you to use the itemized/logical set functionality that already exists in Alma.

                    5 votes
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                    • Electronic Portfolios - can we have a new coverage line where free access can be added ?

                      At present in the coverage tab, there are the global dates, local, and perpetual (if the collection has been identified as having some perpetual access) Some of these titles have free access, which is not technically perpetual but is also not part of a subscription. Could a new line be added to include these free years/volumes, with the option to display these dates (or not) ? It would allow us to reduce the number of Free collections we have which all take users to the same place, and identify why we have access to journal years outside of our subscription…

                      6 votes
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                      • Add " Additional e-mails " fields to " Report to ex libris " form in Alma

                        In Salesforce the customers can use "Additional e-mails" feature to let colleagues know that they have (already) opened a case for a specific issue. This makes teamwork easier.

                        For SF cases opened using the "Report to ex libris" feature, this is not possible. Plase add 5 "E-mail 1" - "E-mail 5" as in SalesForce.

                        7 votes
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                        • Alma Metadata Editor needs a "delete portfolio" option.

                          When am in the MD Editor, looking at a record for an e-resource, I can "View Inventory" to display the portfolios. From that half of the screen, I can view or edit the portfolios. Within that view or edit, I can click on the "Linking" tab and "Test access". If I find that the link has expired and the portfolio needs to be deleted, I want to be able to delete it at this point. But I have to return to the bib. record, release it, exit the editor, click back as many times as it takes to return to…

                          12 votes
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                          • Overlap Analysis: Allow comparing unactivated collection to all activated collection

                            Use case: we consider subscribing to a new database but want to know how it overlaps with ALL of collections we have access.

                            Current Problems:

                            Set Comparison
                            1. The source collection must be activated
                            2. Have to select ALL target collections by hand

                            Selected Titles:
                            1. Kinda works BUT it DOES NOT look at coverage info

                            tl;dr: please implement something similar to Overlap Analysis in SerSol's ClientCenter.

                            Credit
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                            Hi All,

                            Is there an easy way to compare all of our activated e-resource holdings in our Alma Institution Zone against one database we don’t have activated to determine overlap and…

                            23 votes
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                            • Add bib records for electronic collections to the "electronic titles" search

                              Currently, bib records for electronic collections can only be found in an "all titles" search. We would like electronic collections to be considered inventory so that their bib records will be findable in an "electronic titles" search along with bib records for portfolios.

                              3 votes
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                              • Add additional fields to the General Publishing Profile, Electronic Inventory Enrichment

                                Since the October 2018 release, new fields are available for the General Publishing Profile, Electronic Inventory Enrichment.
                                I am still missing the following fields:
                                Authentication Note
                                Internal Note
                                Please add them to the Electronic Inventory Enrichment as well.

                                3 votes
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                                • Improve publishing to PubMed to give a single coverage statement for all portfolios active for the same title

                                  The Publish to PubMed publishing profile outputs an xml file giving details of ejournal coverage per title. Where we have multiple active portfolios for a title, the output contains a set of "or" queries with the coverage for each portfolio, and these often overlap or duplicate each other. NLM will no longer accept files with these duplications and overlapping coverage statements and instead require a single coverage statement for each ISSN in the file.

                                  Please add to the publishing profile the option to merge the various coverage statements to give a single start and end date per title that reflects…

                                  68 votes
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                                  • Include rolling dates in local date information field

                                    As an electronic resource librarian, I would like to see a better way to deal with rolling coverage dates. There does not seem to be a good way to deal with gaps in portfolio coverage when there's a moving target date involved. For example, if a title includes perpetual access from 2011-present, and issues 12 years or older are open access, unless you include a public note, what will display is:

                                    Available from 2011 volume: xx issue: xx
                                    Most recent 12 year(s) not available

                                    This is confusing to patrons and librarians alike. It would be useful to have the option…

                                    32 votes
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                                    • temporarily unavailable

                                      For electronic collections - under the Activation tab for Service temporarily unavailable:

                                      Instead of selecting a date to turn the notice on, allow staff to select the date on which the notice will automatically expire, and then on that date, have Alma automatically set the temporarily unavailable button to off and blank out the reason/text box. Also, consider making that text appear in red.

                                      Logistically, it makes more sense for the notice to automatically disappear, since there is no mechanism in Alma to remind the staff member that such a notice has been added to an electronic collection. So setting…

                                      72 votes
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                                      • Common link between a POL and a License (for updating collections)

                                        A POL has a licence connected to it. It would be great if when adding that POL to an Alma Collection, that the connecting licence would be automatically added to the collection as well. And working in reverse, when adding a licence to an Alma collection, it would be nice if the POL connected to the licence was automatically added to the collection as well (thus saving time adding two things to a collection, when they are already related).

                                        17 votes
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                                        • Electronic collections - let notes tab show active for functional notes

                                          When viewing electronic collection/service/portfolio records, the note tab does not show active - a blue triangle in new UX - when content has been added to the functional notes - authentication and/or public. I understand that currently the content indicator "turns on" when content is added via the "Add Note" feature but it would help workflow if staff did not have to click the notes field to discover if authentication or public notes had been added to either collection, service or portfolio editor. Let the notes tab show active whether the notes are functional or internal.

                                          26 votes
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