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167 results found

  1. Add portfolio options for non-matches in PDA New Import profile

    There is often a discrepancy between candidate and purchase DDA records that we receive - often, we receive purchase records without first receiving the candidate records. Of course we try to correct this with vendors, but with limited success.

    I now force non-matched purchased records to load, but they come in with unactivated portfolios that are not in an electronic collection. Could one of these solutions be added?

    • Preferably, additional portfolio options for the New Order import profile to activate the portfolio and put it in a collection
    • Alternately, some sort of action or notification that there has not been…
    21 votes
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    0 comments  ·  Resource Management - Electronic  ·  Admin →
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  2. Authenticated "Authentication note" field

    Make the content of the "authentication note" field (electronic collection editor and portfolio editor) only visible to our legitimate end-users by means of authentication: preferably via sso, another option would be via ip. That way we can register and manage all our username/password information for e-sources from within Alma. And get rid of the in-house solution (according to the Alma-L mailing list other institutions, like us, developed solutions involving a link to an authentication protected page).
    Currently the authentication note has the same functionality as the "public note" field. It is displayed to anyone searching in our Primo. There also…

    74 votes
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    4 comments  ·  Resource Management - Electronic  ·  Admin →
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  3. When entering dates of coverage in portfolios, make it all click through tabs

    Before the Nov. 2016 release, when you entered dates/vol/issue numbers in the portfolio coverage, each space could be clicked into, then tabbed to the next one. Now each time you enter a year, the system saves and you must click into the next box. This slows down the work and adds more clicking. Can we go back to just tabbing until the final save?

    14 votes
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    2 comments  ·  Resource Management - Electronic  ·  Admin →
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    Planned  ·  Dana Sharvit responded

    After reviewing this idea, Alma Product Management has decided to update our development plans to include this suggested change. Thank you for your contribution

  4. Under Electronic Service Editor to have the ability to remove portfolios in bulk.

    In the electronic service editor you have the ability to deleted all the selected portfolios. I would like the ability to simply remove the portfolios in bulk from the collection.

    69 votes
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    4 comments  ·  Resource Management - Electronic  ·  Admin →
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    Dana Moshkovits responded

    Clarification was provided regarding the functionality requested – which is not to delete portfolios but rather detaching portfolios from the collection and setting them as standalone portfolios.
    Re-opening the idea.

  5. Allow portfolio loader to match on MMS ID when creating e-inventory

    The portfolio loader tool can only create inventory by matching on ISSN, ISBN and PID. It does not match on MMS ID. This is an issue when creating electronic portfolios for theses/dissertations or source material that do not have an ISSN/ISBN.

    68 votes
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    3 comments  ·  Resource Management - Electronic  ·  Admin →
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  6. Enable batch updating portfolios to update PO line field

    Please add a column for PO line to the excel file for batch load updating portfolios. Below are specific examples from the Alma listserv of other institutions describing use cases for why this would be helpful.

    Thanks,
    Terra

    Use cases from ALMA listserv:

    Eleanor Craig, e.m.craig@sussex.ac.uk
    Sent: Wednesday, 23 September 2015 4:35 PM
    To: ALMA-L@LISTSERV.ND.EDU
    Subject: [ALMA-L] Individual journal subscriptions associated to Electronic Collections

    "We have a subscription to the Sage Premier 2015 package. Each of the core titles (portfolios) in the package have the collection Sage Premier 2015 and this is what the purchase order for each of them…

    18 votes
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    0 comments  ·  Resource Management - Electronic  ·  Admin →
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  7. e-activation task list - set 'done' in Bulk

    Need to be able to choose multiple e-activation tasks and set them to 'Done'

    113 votes
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    9 comments  ·  Resource Management - Electronic  ·  Admin →
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