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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?

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Heng Kai Leong shared this idea  ·   ·  Admin →
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

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  • Robert G commented  · 

    Still no option to customize which fields can be exported?
    Accessionnumber and Signature would be really useful

  • Chelsea commented  · 

    This is incredibly useful and would save a lot of staff time. Is there any sort of status update that you can give us?

  • Cyrus Fong commented  · 

    It is grateful if the function comes out as soon as possible.

  • teaset commented  · 

    ANYTHING NEW???
    Honestly, this can't be that hard to code...

  • Anne S. commented  · 

    I am also curious if there has been any progress on this idea as well, it would be great to be able to create spreadsheets that include call numbers for assisting librarians, technicians & students when withdrawing items.

  • Stevie G commented  · 

    Is there any update on when this change might be implemented?

    Cheers,

    Steve

  • JMC commented  · 

    THANK YOU!!! So glad to see this in the "Planned" column.

  • Anonymous commented  · 

    Re Users - It would be nice if a numeric user ID exported with patrons, instead of just names for ID.

  • Naomi Maendel commented  · 

    Thanks Dana, this is great news! We've been struggling with exporting portfolio information when the portfolios aren't confined to one collection. We often have a set of ISSNs we need to collect information on, and right now we have to look them up one by one and view their fields. If possible, it would be a huge help for us to be able to export the URL, Public Note, Internal Description, and the Notes tab on a set.

    Naomi Maendel
    University of Manitoba
    CANADA

  • Jenny Quilliam commented  · 

    The MMSID is the top of our wishlist for additional fields for the Results set export. Is there any timeframe on when this will be developed?

  • Katrin commented  · 

    In addition, we would love to see the ability to export the Internal Description and Public Note of the portfolios.

  • Erin Grant commented  · 

    MMSID and barcode would be very helpful, as well as Tag Suppressed. Also, it looks like the Creator/Publisher column is concatenating the 33Xs, 245 $c, and 260/264 all together. This is very confusing - it would help if these were separate data elements.

  • Alasdair MacDonald commented  · 

    Kinglsey -

    I do need to sound a note of caution when putting the MMS ID into a standard Excel document. Even if stored as text, Excel is configured to give only 15 digits of precision for numerical strings and Alma MMS IDs are, wait for it, 16 digits.

    This means that when you enter an MMS ID, Excel will change it to exponential notation, rounding it down and converting the final digit to a 0. This often only happens after you do something with the cell and can catch you out. There are workarounds in Excel, but it's unfortunate that the MMS IDs are so long.

  • Alasdair MacDonald commented  · 

    Very pleased to see this planned. I hope that the export will allow individual MARC fields in separate columns as well rather than the current export of 100 and 300 fields in a single column preceded with "Book by" for exports from bibliographic sets. While more is possible in Analytics, having better export functionality linked to the Repository Search would be very welcome indeed.

  • Kingsley Boulton commented  · 

    I strongly support this, in particular the inclusion of the MMS ID. This is essential for being able to import a set from Alma into Alma Analytics. It is not satisfactory to use the Export functionality since that requires the use of a third-party tool such as MarcEdit to extract the MMS ID/001 data.

  • Kelley McGrath commented  · 

    We have some local collections that use a local redirect URL. We have switched platforms and need to update these URLs to a new form. Since there is no way to export from anywhere a report with the URLs in a set of e-collection records someone is having to go through about 500 records and check the URLs individually (it does not appear that you can even search on the electronic collection URL). It's also frustrating not to be able to export URLs for local standalone portfolios. The URL is often a necessary match point for maintenance projects.

  • Paul Johnson commented  · 

    For physical items, the normalized call number should be exportable, both from sets and in the Export Items job.

  • JMC commented  · 

    And YES, what good is a list of electronic portfolios without the URLs??? And these we can't even get at from Analytics, either. Absolutely insane.

  • JMC commented  · 

    First, not all staff have access to Analytics. Some can view, but not create. There are plenty of "quick lists" needed in day-to-day work where it would be nice to be able to use the export to excel option to get the information on the spot, rather than needing to request someone with additional permissions write a report for you.

    One example is when working with the Task List. I would like to be able to export a list of items on the Task List and include the text of the "Notes" field, which currently is not included in the "all fields" option. As someone previously noted, in almost ALL cases, I would want to include permanent call number on any list being exported. In this example, The list would be given to find items hanging in the task list to determine if the requested work was completed and either clear the old work order/status or retrieve the item to do the requested work. Currently, we need to either look up each call number and add it to the exported spreadsheet or use the task list add individual items to a set and export to excel from there. Either way, the note from the Task List still does not export, so we have to go back to the Task List to view and or copy down that information.

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