Alma

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  1. Allow search on Electronic Service values

    Enable Searching for Electronic Collection Service values as well as Collection and Portfolio values

    Eg Proxy Enabled (Service)

    as well as
    Proxy Enabled (Electronic Portfolio)
    and
    Proxy Enabled (Electronic Collection)

    41 votes
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  2. Improve Alma's Licence „Controlled Vocabulary“ functionality

    Background (as it works now):

    Under „Manage License Terms“ a field can be defined as „Controlled Vocabulary“ and the defined CV values can be selected within a License. However, these CV values are only some kind of text module / boilerplate text which are copied into a specific license field. This means: when a CV value is changed or deleted, the content of this specific field in all licenses did not change. The change must be made in each license itself. A deleted CV value is displayed in the license field as: „<CV value> (not listed)“. The CV values functionality…

    39 votes
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  3. Change the XML of exported portfolios

    An exported portfolio from Alma looks like this:

    <item type="electronic">

    &lt;title&gt;Operations research.&lt;/title&gt;
    
    &lt;title&gt;Operations Research&lt;/title&gt;
    &lt;issn&gt;0030-364X&lt;/issn&gt;
    &lt;coverage&gt;
    &lt;from&gt;
    &lt;year&gt;1952&lt;/year&gt;
    &lt;volume&gt;1&lt;/volume&gt;
    &lt;issue&gt;1&lt;/issue&gt;
    &lt;/from&gt;
    &lt;embargo&gt;
    &lt;days_not_available&gt;720&lt;/days_not_available&gt;
    &lt;/embargo&gt;
    &lt;/coverage&gt;
    &lt;eissn&gt;1526-5463&lt;/eissn&gt;
    &lt;object_type&gt;JOURNAL&lt;/object_type&gt;

    </item>

    However, that's not very clear. An ISSN element under an electronic item can be interpreted as the ISSN for the electronic publication.

    A better structure would be something like this:

    <item type="electronic">

    &lt;title&gt;Operations research.&lt;/title&gt;
    
    &lt;title&gt;Operations Research&lt;/title&gt;
    &lt;issn type=&quot;electronic&quot;&gt;0030-364X&lt;/issn&gt;
    &lt;issn type=&quot;print&quot;&gt;1526-5463&lt;/issn&gt;
    &lt;issn-l&gt;1526-5463&lt;/issn-l&gt;
    &lt;coverage&gt;
    &lt;from&gt;
    &lt;year&gt;1952&lt;/year&gt;
    &lt;volume&gt;1&lt;/volume&gt;
    &lt;issue&gt;1&lt;/issue&gt;
    &lt;/from&gt;
    &lt;embargo&gt;
    &lt;days_not_available&gt;720&lt;/days_not_available&gt;
    &lt;/embargo&gt;
    &lt;/coverage&gt;
    &lt;object_type&gt;JOURNAL&lt;/object_type&gt;

    </item>

    This is related to this idea: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32344600-export-the-print-issn-for-electronic-portfolios-m

    36 votes
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  4. 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.…

    35 votes
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  5. 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.

    34 votes
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  6. 32 votes
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  7. If e-collection from CZ is already active in NZ, ask for validation

    It is possible to activate electronic collections from the CZ more than once in your NZ. We are aware there are use cases where this is the desired behaviour.

    Yet it would be nice if there was a short dialogue: "The collection is already active in your NZ. Are you sure you want to activate it again?" - just to avoid duplicate activation by mistake.

    31 votes
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  8. a box "holdings" to tick on Electronic Portfolio Editor level

    EXL advised us to tick to box "Cancellation restriction" in the POL to mark our journals holdings... even if the feature is at first not what it takes.
    Editors require libraries to maintain some subscriptions (holdings) and libraries have to make yearly inventory on these holdings.

    Our request : a "holdinds" box to tick to be configured on Electronic Portfolio Editor level.

    30 votes
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  9. 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…

    30 votes
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  10. Improve 'Synchronize from CZ' job reports

    Sometimes, the information in the reports bears no resemblance to what’s in the CZ Updates Task List. For example, the 'portfolio linked to different bibliographic record' information isn't included in the CZ Updates Task List at all so you have to submit a SF case each time if you want to find out which portfolios were moved and which records are involved.

    It would be useful to have clickable counters in the 'Synchronize jobs from CZ’ job reports that take you through to the corresponding changes in the CZ Updates Task List.

    27 votes
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  11. E-resources - Add Inventory number with automatic counter

    To a physical item, is it possible to add an inventory number both manually or - if configured the sequence - with the function "Allocate" to enter the next number.
    For the ebook acquired in way "pick and choose", it is necessary the same function, with sequence number, price and date of inventory.

    27 votes
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  12. Allow us to suppress the License from display when it is not ready with status of "Draft" or review status "In review"

    For those waiting for review licenses, we will have status "Draft" and review status "In Review". These licenses are waiting to be checked and the fields are not verified for correctness. But now once the licenses are created with inventory added, all licenses are displayed out for the user, even with status “Draft” and “In Review”.

    It will be great if only the licenses with “active” and “accepted” status can be displayed, but not the “Draft” and “In review” license that they are waiting to be verified.

    26 votes
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  13. Why can we not have who activated a portfolio or collection in the history tab?

    Several times I will come across a portfolio of collection and would like to be able to see who activated the resource. Since we have a history tab, why doesn't this show who activated?

    26 votes
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  14. Show the same note both in Edit service and on Edit collection level

    For a bether overwiev show the note addedd in collection service also under Edit collection. Saves a lot of work.
    Note is a great field.

    25 votes
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  15. 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.

    24 votes
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  16. Post-migration portfolio urls remain even if changed afterwards

    Post-migration side effect with created portfolios: the url from the bib is created in the new portfolio. This url remains in the portfolio even after it has been changed at a later date (not in an editable field; the url is also searchable even after it has been changed. So, old urls from a migrated system remain searchable and in the portfolio record even after editing. Change this behavior.

    22 votes
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  17. Add Day or Week embargo option

    When setting Coverage Information, current embargo options are to enter a number of months or years. Some publishers have a 2 week, or 14 day embargo; we cannot enter embargo information for these. Adding a Day and/or Week option would allow this information to be added.

    21 votes
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  18. 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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  19. Electronic Resource Activation Task List: do not revert to "Assigned to Me" tab after deleting a task

    When you're working in the "Unassigned" tab of the Electronic Resource Activation Task List, it always reverts to the "Assigned to Me" tab after you delete a task. I want it to stay in the "Unassigned" tab.

    21 votes
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  20. Ability to delete all parser override values using change portfolio job

    Currently, it's not possible to remove parser override values using the change portfolio job. This would be helpful when clearing those values from a collection of portfolios after the CZ portfolios have been updated by Ex Libris.

    19 votes
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