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1. 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 by some or all institutions, and all of them suppress it, suppressed from NZ.
   If held by some institutions, and one of them changed from suppressed to unsuppressed, not suppressed from NZ.

   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… more

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   
   

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   
   

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   
   

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   
   

   Alma Product Team

2. Choose which material types can be set to auto-active

   We propose that the "Activate new portfolios associated with service automatically?" setting for portfolios in an electronic service be more granular. In electronic collections that contain multiple material types, we would like to be able to select which material types be activated automatically. We've found the bib records for some material types aren't as good as others, and prefer to obtain them from other sources. But for some material types, such as journals, we would like to the CZ records.

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

3. SAML authentication for patrons for Resource Sharing

   Currently, when an article or book chapter that a patron requested for has been fulfilled through resource sharing in Alma, the patron receives a document delivery notification letter informing the patron to download the requested article or book chapter. The URL link for SAML authentication for patrons requires SAML to be configured for Alma in addition to Primo VE (See support case 06050447). As Alma is intended for only library staff to login to work, I think it is best not to expose Alma's URL to patrons. Hence, I think that all patron services should be authenticated through Primo VE including picking up for articles and book chapters delivered through resource sharing. And keep authentication for library staff to Alma separate from Primo VE. I have modified the XSL for the document delivery notification letter in Alma as a workaround.

   <xsl:variable name="download_url_saml_text" select="substring-after(notification_data/download_url_saml,'university.alma.exlibrisgroup.com')" />
   <xsl:value-of select="concat('https://university.primo.exlibrisgroup.com',$download_url_saml_text)" />

   Currently, when an article or book chapter that a patron requested for has been fulfilled through resource sharing in Alma, the patron receives a document delivery notification letter informing the patron to download the requested article or book chapter. The URL link for SAML authentication for patrons requires SAML to be configured for Alma in addition to Primo VE (See support case 06050447). As Alma is intended for only library staff to login to work, I think it is best not to expose Alma's URL to patrons. Hence, I think that all patron services should be authenticated through Primo VE… more

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

4. Prevent portfolio loader from wiping out local coverage

   Currently, if we use a portfolio loader to update the portfolios in an electronic collection, e.g. to add a standard note in the portfolio internal description field, the loading of the portfolio loader will wipe out the local coverage in the portfolios. The local coverage will be gone but the coverage statement will remain marked "local".

   The portfolio loader I use usually contains only the two columns of ISSN (for matching), and the column of INTERNAL_DESCRIPTION (for adding the note). This is done only for SOME of the portfolios in the collection.

   The work around is to load the portfolio loader again, this time, with the portfolio ID and the local coverage, matching on portfolio ID. Then it can restore the local coverage.

   This has been submitted as a bug. The Support could duplicate the problem, but suggested the above workaround. For libraries who thought their loading was successful, and didn't realize that all the local coverage was cleared out, it would be a disaster.

   Desirable outcome: Alma should only change the values that appear in the portfolio loader, and leave the rest of the data in the portfolios alone. If they are not in the portfolio loaders, that means the users have no intentions of changing them in Alma.

   Currently, if we use a portfolio loader to update the portfolios in an electronic collection, e.g. to add a standard note in the portfolio internal description field, the loading of the portfolio loader will wipe out the local coverage in the portfolios. The local coverage will be gone but the coverage statement will remain marked "local".

   The portfolio loader I use usually contains only the two columns of ISSN (for matching), and the column of INTERNAL_DESCRIPTION (for adding the note). This is done only for SOME of the portfolios in the collection.

   The work around is to load the portfolio… more

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

5. Add in the electronic portfolio section the search field by: parser parameter, parser parameter (override), static url.

   Añadir en la sección de portafolio electrónico el campo de búsqueda por: parámetro analizador, parámetro analizador (ignorar), url estática.

   Esto con la finalidad de identificar un portafolio electrónico por su código identificador asignado por la misma base de datos de esta manera nos permitirá identificar rápidamente el título eliminado o agregados en nuestra colección.

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

6. Non Auto-active collections deleted in CZ - keep active in IZ

   If there is an active collection in the IZ which is linked to the CZ but marked as non auto-active, if that collection is deleted from the CZ it should stay active and local in the IZ.
   The current scenario is that the IZ collection becomes inactive.
   The scenario should keep the collection local and active in the IZ.

   https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/020_Working_with_Community_Zone_Electronic_Resources/030Working_with_the_Community_Zone_Updates_Task_List?uxp=false#Actions_on_a_Collection_Following_a_Community_Zone_Update

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

7. Add search option for Activate new portfolios associated with service automatically

   Alma Staff search options for Electronic Service fields are limited. It would be useful to quickly search for when Activate new portfolios associated with service automatically listed under the Activation tab of the Electronic Service is either blank, no or yes.

   5 votes

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

8. Add a Community Zone filter to exclude consortial electronic collections from results

   When searching the Community Zone, would like to be able to weed out the electronic collections that are for consortia so it's easier to browse collections under certain providers. For example, searching "oxford*" produces 532 hits. A good percentage are packages for specific consortia. I assume this change would entail creating an identifier for consortial collections.

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

9. Link local portfolios from IZ to CZ manually by selecting the appropriate CZ portfolio when there are multiple matches

   We have encountered many cases where there are multiple possible matches on an ISBN in a CZ collection, but those multiple matches don't actually have the same linking. This causes us to have to manually check each link one-by-one when we run the job to connect local portfolios to the CZ. It would be preferable to skip a title when running the job on the set when there are multiple matches and be able to perform a search from the individual local portfolio itself to select the appropriate CZ portfolio manually.

   I like being able to take advantage of the automatic linking updates of CZ connected portfolios when platforms change, but running a job on potentially thousands of portfolios that could potentially introduce many broken links is not ideal.

   We have encountered many cases where there are multiple possible matches on an ISBN in a CZ collection, but those multiple matches don't actually have the same linking. This causes us to have to manually check each link one-by-one when we run the job to connect local portfolios to the CZ. It would be preferable to skip a title when running the job on the set when there are multiple matches and be able to perform a search from the individual local portfolio itself to select the appropriate CZ portfolio manually.

   I like being able to take advantage of the… more

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   Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

   Hello All,

   This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

   This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

   We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

   Alma Product Team

10. CZ Updates Task List -- Add CDI coverage percentage updates

    When a collection is activated, sometimes the CDI is not activated as the coverage percentage is not high enough. When this percentage is updated to include more content it would be nice to be notified of this via the CZ Updates Task List.

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

11. Give General Electronic Services controls to Discovery and Eresource Management Roles

    The settings for General Electronic Resources are nested in the Fulfillment Configuration menus and require the Fulfillment Administrator role. However, General Electronic Services deals with creating and displaying links based on different parameters, such as a link to a problem report form, to external link resolvers, search services like Google Scholar, and many other potential services. GES is, as I see it, fits more in Discovery Configuration (controlling what shows up for end users) or Electronic Resources Management (controlling which links for external services show up). I propose that anyone with Discovery or EResources Manager Roles should have access to add and edit General Electronic Services.

    This idea may be most relevant in consortia implementations, where Fulfillment settings are carefully locked down and the general administrator is not local.

    The settings for General Electronic Resources are nested in the Fulfillment Configuration menus and require the Fulfillment Administrator role. However, General Electronic Services deals with creating and displaying links based on different parameters, such as a link to a problem report form, to external link resolvers, search services like Google Scholar, and many other potential services. GES is, as I see it, fits more in Discovery Configuration (controlling what shows up for end users) or Electronic Resources Management (controlling which links for external services show up). I propose that anyone with Discovery or EResources Manager Roles should have access to… more

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

12. Customize CDI Activations by Resource Types

    Under the CDI tab in each electronic collection, we currently see a list of resource types that are included in the CDI database. It would be nice to have the ability to choose which of these resource types you would like activated for CDI. For example, you may want ebook results from JSTOR, but want to exclude book chapters. Another example would include removing book review results. Having such ability would allow us to curate the best selection of results for our user population and preventing the "firehose effect" of primo searches.

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

13. Add portfolio or collection inventory directly within license

    We would like the ability to associate a collection or portfolio with a license record directly in the Inventory tab, rather than having to go into the collection editor or portfolio editor of the product/title and associate the license from there. When working with the license record it'd be beneficial to be able to associate a related portfolio or collection from that tab.

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    9 votes

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

14. portfolio's material type

    Add "chapter" in portfolio's material type
    Hello,
    At the moment, when creating or editing a portfolio for a chapter, it is not possible to precise that it's an chapter portfolio (you can precise that it's a book but no chapter)
    We would like to add "chapter" in Electronic Portfolio Editor > electronic material type's field.
    Best regards,
    Gianna

    3 votes

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

15. Ability to edit a collection's Service Type after the collection has been activated

    Once a collection has been activated, there is no way to edit the service type. Sometimes we find that a collection that we thought was Full Text is actually Selective Full Text or a collection comes from the CZ incorrectly configured. It would be nice to have the ability to correct the Service Type.

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

16. We hope the Electronic Operator role can use the Community Zone Updates Task List feature.

    At present, the Community Zone Updates Task List feature is only available for the three roles:
    * Repository Manager,
    * Purchasing Operator,
    * Purchasing Manager,
    These three roles have too many privileges.
    We hope the Electronic Operator role can use the Community Zone Updates Task List feature.

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

17. Include a descriptor of service in move portfolio lightbox

    When you are moving portfolios between services in a single collection, there's no way to identify which service is which if both are "full text" or "selected full text". There needs to be a descriptor in the drop down option.

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

18. 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.

    18 votes

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    0 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    
    

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    
    

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    
    

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    
    

    Alma Product Team

19. Request for uniform ISBN numbers regardless of which Alma repository search is performed

    At the moment, the situation is that the Alma repository search results show different kinds of ISBN numbers depending on the search you run, as shown in the following example:

    (a) Electronic title search for 9780262363464
    The result (MMS ID 99117091527405511) shows this entry (first 020a entry):
    "ISBN: 0-262-36346-1 and others" – preferably this would be displayed as the corresponding 13-dig ISBN: 9780262363464 instead of this rather obsolete 10-digit ISBN

    (b) Electronic portfolio search for 9780262363464
    The result (portfolio 53296177790005511) shows these ISBNs:
    "ISBN: 0-262-54238-2" (776z) – this 10-digit ISBN is not really necessary here
    "ISBN (13): 9780262542388" (=776z in ISBN13)

    Now, the enhancement request would be that the electronic portfolio search should also display the first 020a entry as the electronic title search already does. The field 776z could also be displayed additionally in both places. However, this is not considered absolutely necessary.

    At the moment, the situation is that the Alma repository search results show different kinds of ISBN numbers depending on the search you run, as shown in the following example:

    (a) Electronic title search for 9780262363464
    The result (MMS ID 99117091527405511) shows this entry (first 020a entry):
    "ISBN: 0-262-36346-1 and others" – preferably this would be displayed as the corresponding 13-dig ISBN: 9780262363464 instead of this rather obsolete 10-digit ISBN

    (b) Electronic portfolio search for 9780262363464
    The result (portfolio 53296177790005511) shows these ISBNs:
    "ISBN: 0-262-54238-2" (776z) – this 10-digit ISBN is not really necessary here
    "ISBN (13): 9780262542388" (=776z in… more

    3 votes

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    0 comments  ·  Resource Management - Electronic  ·  Delete…  ·  Admin →
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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team

20. Service is free?

    Alma currently allows only two choices for the selection "Service is free?"; free and not free. But there are new business models available in publishing that need to be recorded. Subscribe to open is both free and not free, for example. Alma should allow more choices to identify publish and read, membership, subscribe to open, and other publishing business models and to support library management of resources.

    4 votes

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    Closed  ·  AdminErez Shabo (Senior Product Owner, Ex Libris) responded

    Hello All,

    This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.

    This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.

    We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.

    Alma Product Team