188 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 a match, so that I don't have to look through every job history to catch the non-matches

   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… more
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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 is no distinction (label) from the actual public note field in the Primo display.

   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… more

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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?

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   Accepted  ·  AdminTamar Fuches (Senior product owner, Ex Libris) responded

   Dear community,

   I am writing to inform you of a recent change that affects the status of an enhancement you have created or supported in the Idea Exchange:

   As part of our ongoing commitment to align our internal development processes and increase roadmap transparency with our community, some Ideas that were previously marked as “Planned” have been reassigned a status of “Accepted”.

   The “Accepted” status signifies that the Alma Product Management team recognizes the value of these Ideas and is committed to their development. However, enhancements are not expected to make it onto The Roadmap in the next year.

   We believe that this change will ultimately benefit our user community by providing a more realistic and transparent view of Alma development. We appreciate your understanding and patience as we implement this change.

    

   Most sincerely,

   Tamar Fuches

   Alma Team

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.

   61 votes

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   4 comments  ·  Resource Management - Electronic  ·  Delete…  ·  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.

   71 votes

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6. Pick the fields that can be exported to Excel in a set

   Currently, we are limited by a pre-determined list of fields that we can export from a set. E.g. If i have a set of "Electronic Collections" or "Electronic Portfolio" records, why can't i export the URL field? Many other useful fields are also not available. Is this a challenge technically?

   54 votes

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   Accepted  ·  AdminTamar Fuches (Senior product owner, Ex Libris) responded

   Dear Community,

    I am writing to inform you of a recent change that affects the status of an enhancement you have created or supported in the Idea Exchange: As part of our ongoing commitment to align our internal development processes and increase roadmap transparency with our community, some Ideas that were previously marked as “Planned” have been reassigned a status of “Accepted”.

    

   The “Accepted” status signifies that the Alma Product Management team recognizes the value of these Ideas and is committed to their development. However, enhancements are not expected to make it onto The Roadmap in the next year. We believe that this change will ultimately benefit our user community by providing a more realistic and transparent view of Alma development.

   We appreciate your understanding and patience as we implement this change. We understand that this change may lead to disappointment or frustration, and we sincerely apologize for any inconvenience it may cause. Please know that your ideas and suggestions are extremely important to us, and we are committed to continually enhancing Alma based on your valuable input.

    

   Thank you for your continued effort in enhancing Alma. Your contributions are invaluable to us, and we look forward to continuing to work together to make Alma the best it can be.

    

   Most sincerely,

   Tamar Fuches

   Alma Team

   Dear Community,

    I am writing to inform you of a recent change that affects the status of an enhancement you have created or supported in the Idea Exchange: As part of our ongoing commitment to align our internal development processes and increase roadmap transparency with our community, some Ideas that were previously marked as “Planned” have been reassigned a status of “Accepted”.

    

   The “Accepted” status signifies that the Alma Product Management team recognizes the value of these Ideas and is committed to their development. However, enhancements are not expected to make it onto The Roadmap in the next year. We believe that this change will ultimately benefit our user community by providing a more realistic and transparent view of Alma development.

   We appreciate your understanding and patience as we implement this change. We understand that this change may lead to disappointment or frustration, and we sincerely apologize for any… more

7. 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 has been attached to (so we can pay against each core title). Is it possible to move all the purchase order lines attached to Sage Premier 2015 over to Sage Premier 2016? So without having to cancel and then recreate the large number of purchase order lines every year?"

   Erin Bell, Librarian (UWA)
   "Alma does not allow the automatic moving of purchase orders however, it can only be done manually, one-by-one. I looked at this from many different angles and consulted ExLibris, and there’s no way to do it."

   Sita Austin (sita.austin@flinders.edu.au)
   Electronic Resources Librarian, Flinders University of South Australia
   "Moving order records is time consuming and it would be great if there was a way to do it in a batch."

   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… more

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8. e-activation task list - set 'done' in Bulk

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

   117 votes

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   Accepted  ·  AdminTamar Fuches (Senior product owner, Ex Libris) responded

   Dear Alma Community,

   I am writing to inform you of a recent change that affects the status of an enhancement you have created or supported in the Idea Exchange.

   As part of our ongoing commitment to align our internal development processes and increase roadmap transparency with our community, some Ideas that were previously marked as “Planned” have been reassigned a status of “Accepted”.

   The “Accepted” status signifies that the Alma Product Management team recognizes the value of these Ideas and is committed to their development. However, enhancements are not expected to make it onto The Roadmap in the next year.

   We believe that this change will ultimately benefit our user community by providing a more realistic and transparent view of Alma development. We appreciate your understanding and patience as we implement this change.

   
   

   We understand that this change may lead to disappointment or frustration, and we sincerely apologize for any inconvenience it may cause. Please know that your ideas and suggestions are extremely important to us, and we are committed to continually enhancing Alma based on your valuable input.

   
   

   Thank you for your continued effort in enhancing Alma. Your contributions are invaluable to us, and we look forward to continuing to work together to make Alma the best it can be.

   
   

   Most sincerely,

   Tamar Fuches

   Alma Team

   Dear Alma Community,

   I am writing to inform you of a recent change that affects the status of an enhancement you have created or supported in the Idea Exchange.

   As part of our ongoing commitment to align our internal development processes and increase roadmap transparency with our community, some Ideas that were previously marked as “Planned” have been reassigned a status of “Accepted”.

   The “Accepted” status signifies that the Alma Product Management team recognizes the value of these Ideas and is committed to their development. However, enhancements are not expected to make it onto The Roadmap in the next year.

   We believe that this change will ultimately benefit our user community by providing a more realistic and transparent view of Alma development. We appreciate your understanding and patience as we implement this change.

   
   

   We understand that this change may lead to disappointment or frustration, and we sincerely apologize for any… more