Alma

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  1. 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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  2. 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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  3. Enable the batch updating portfolio to change the access model

    Please enable the batch updating portfolio to change the access model. it would be helpful when the portfolio has no PO line attached.

    27 votes
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  4. 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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  5. 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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  6. 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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  7. 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.

    22 votes
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  8. 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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  9. Prevent deletion of portfolios with access type perpetual or current plus perpetual

    When deleting portfolios individually or through a batch process, add a feature to flag/warn about portfolios with perpetual or current plus perpetual for the access type before they are deleted. It could be similar to the message and process you run into upon trying to delete a portfolio with an active po line or a physical holding with an active po line. My library's portfolios attached to larger collections often do not have PO lines (as much of this work was done in our former library system prior to Alma migration). Adding a perpetual access type to portfolios is relatively…

    21 votes
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  10. The material type can be updated in bath mode

    At present, for journals if the portfolio being activated is from the Community Zone, the material type value is ignored in the input file .For multiple portfolios , It is unrealistic to modify manually one by one.
    We hope the material type can be updated in bath mode.

    21 votes
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  11. Include "Dismiss Selected" button on the bottom of the page

    When scrolling through the Community Zone Updates Task List, you need to scroll back up to the top of the page to click the "Dismiss Selected" button. It would be most helpful if the same function could be applied at the bottom of the page as well.

    21 votes
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  12. Add electronic collection details to the Alma publishing

    Currently both physical and digital collections are published to Primo. Because of this these data elements can be added to the display sections of the Primo UI including the collections facets (courtesy of the Primo back office rules).

    Similarly the collection name is published to Primo Central and therefore can be included in the collections facet and full display Details section.

    Note: The publishing should also include details showing whether the resource is a Community Zone resource or not. (It may be desirable to only include non-Community Zone collections in the Primo displays as the PCI collections is already displayed).

    19 votes
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  13. 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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  14. 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.

    18 votes
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  15. Include parser override values in it's own column in extended export report

    Include parser override values in it's own column in extended export report

    It's not possible to view which portfolios in a collection have parser override values. Currently, the value is included in the parser parameters value in extended export reports.

    It would be helpful with managing portfolios to have a way to see when a portfolio has a parser override value. That way, we could check on those portfolios and make sure the CZ parser value has been corrected.

    Please, include parser override values in it's own column in extended export report or have another way of highlighting when an…

    18 votes
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  16. Suppress bibliographic records of electronic collections in NZ automatically.

    Currently bibliographies of electronic collections, which we select "Mark Bib as suppressed" on the page of "Activation Wizard: Electronic Collection and Services Setup" and activated from CZ, are suppressed in IZ. But these records are in NZ and can be searched with consortium scope of Primo VE. It would be great if it is suppressed not only in IZ but also in NZ automatically. The necessary workflow looks as follows:
    If held by one institution in a consortium and suppressed, suppressed from NZ.
    If held by some institutions, and only one of them suppresses, not suppressed from NZ.
    If held…

    18 votes
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  17. Electronic Coverage Dates should be in a date format and be available in Analytics as such

    Currently, electronic coverage dates are considered as strings and not as Dates. We request to treat them like dates and add them to Analytics, in order to base reports on these dates.

    17 votes
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  18. Electronic Collection Activation - Ability to specify Inventory groups

    I would like to request there be an option to specify inventory groups when activating an electronic collection from the community zone. We actively share our Alma with another institution and utilize inventory network groups. When activating an community zone collection, there is currently no option to specify inventory group(s) the collection (or FT service) belongs to . This causes those portfolios to appear in ALL primo views until we can specify groups AFTER the activation process is finished.

    16 votes
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  19. Allow data from the POL notes to inform/be inherited by the portfolio notes.

    Our Acquisitions process currently allows for receiving e-book purchase option information (platform and use model) from a vendor via POL notes. We would like this information to be inherited by the e-inventory in the notes field of the portfolio. There is currently no way to get that information out of the POL, and it is needed in the porfolio to streamline workflows.

    15 votes
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  20. 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…

    15 votes
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