Alma
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144 results found
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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.
76 votes -
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.
29 votes -
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.…
70 votes -
49 votes
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"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…
18 votes -
Update import profiles, so portfolios are listed in ALMA & Primo in the same order as the 856 fields in the bibliographic record
Currently electronic portfolios are generated from the 856 fields in the bibliographic record, but they appear in reverse order in ALMA and Primo. Vendors often have 856 for multiple volumes in their records and they often list URLs in the order of their importance. In my attached example, the vendor includes a link to browse the particle resource first, then links to search the collections which contains the resource. The links are listed in order of importance. It is confusing to the user to list v.2 before v.1 and less important searching options before the most direct way of access…
61 votes -
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 -
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. "37 votes -
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…
30 votes -
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.
17 votes -
Brief Record - Quick Cataloging Template
Boston College would like to see the contents of the linking tab of Electronic Portfolio Editor added to the Brief Record, Quick Cataloging template for electronic articles.
This will enable us to edit the URL and enable the proxy as we catalog and would save us the step of going in later to edit the linking information. It would also enable us to test the link before posting it, rather than using the "view it" function afterwards.
66 votes -
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…
10 votes -
In import profiles, ability to specify which 856 $u url is used to create electronic portfolios
Scenario: We manage some electronic collections in Worldshare Collection Manager. OCLC provides bibliographic records with the resource's url in the 856 $u. Sometimes the bib records will include multiple url's but we only want to select a specific one to create our portfolios in Alma.
For example, the Worldcat master record for OCLC 957128084 has 11 856 fields. (See attached screenshot.) Some are institution specific and others belong to different access providers. In such a situation, we want to be able to select the 856 $u url that begins with "http://www.jstor.org/stable" or "https://proquest.safaribooksonline.com".
In import profiles,…
22 votes -
Change the XML of exported portfolios
An exported portfolio from Alma looks like this:
<item type="electronic">
<title>Operations research.</title>
<title>Operations Research</title>
<issn>0030-364X</issn>
<coverage>
<from>
<year>1952</year>
<volume>1</volume>
<issue>1</issue>
</from>
<embargo>
<days_not_available>720</days_not_available>
</embargo>
</coverage>
<eissn>1526-5463</eissn>
<object_type>JOURNAL</object_type>
</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">
<title>Operations research.</title>
<title>Operations Research</title>
<issn type="electronic">0030-364X</issn>
<issn type="print">1526-5463</issn>
<issn-l>1526-5463</issn-l>
<coverage>
<from>
<year>1952</year>
<volume>1</volume>
<issue>1</issue>
</from>
<embargo>
<days_not_available>720</days_not_available>
</embargo>
</coverage>
<object_type>JOURNAL</object_type>
</item>This is related to this idea: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32344600-export-the-print-issn-for-electronic-portfolios-m
39 votes -
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?
33 votes -
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 -
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 availableThis is confusing to patrons and librarians alike. It would be useful to have the option…
70 votes -
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).
51 votes -
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.
28 votes -
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.
28 votes
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