Ability to select Columns exported via Tools->Excel option
When in a view or screen with Tools option (for Excel) saving, it would be very helpful to be able to have more contol over the columns output.
User Roles is a great example. The list does not include the ACTIVE (Y/N) option, yet it is clearly an important piece of information when comparing users or building role templates. A repository search is another example. It has 18 fields pre-selected, however this could prove much more efficient if we could select to add or remove the columns that make the most sense to us prior to saving.
Steven Espinoza
shared this idea
Thank you for your suggestion!
This is an old suggestion, and a lot changed since it was created.
This functionality is already supported in Alma. You have the option to export to "Excel (current view)" - in which you can decide what do you want to export.
Let us know if you need further assistance.
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Manu Schwendener commented
> User Roles ... include ... the ACTIVE (Y/N) option
This is possible by now:
- via the settings/cogwheel icon you can select the fields
- at export you can choose between 'current view' and 'all fields' -
Danette Seiler
commented
Looking at the other suggestions related to the Tools->Excel option, it seems that allowing users to choose the data they wanted to export (including both MARC fields and and non-MARC Alma fields) would end up fulfilling most of the other suggestions as well. In general, the out-of-the-box options included by Ex Libris fall far short of real-world needs. The ability to customize is the answer.
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Karen Schlesser
commented
Well said Patt. Analytics doesn't have the ability to pull every marc field/subfield either.
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Patt Leonard
commented
In our implementation of Alma, new UI, I do a simple search for: URL (Electronic Portfolio) / oecd ilibrary, which gives me 11 results: 3 are standalone portfolios; others are in an ecollection "OECD Periodicals". I click on the "Export List" icon and select the only option (Excel).
The resulting Excel file has 11 columns: A title; B Name; C Threshold; D title [which is an exact duplicate of column A "title"]; E underReview; F Availability; G MMS ID; H View It; I [blank]; J resultFromNetwork; and K Orders.
The first thing I have to do is delete 7 of these columns, because they are useless to me (C, D, E, F, H, I, J, and K). Then I have to start adding columns and bringing other data, copying and pasting, sorting and deleting. It's very time-consuming and aggravating.
Innovative Interfaces MIllenium and Sierra let me choose which fields I wanted to export from my search results. The selection process was a bit cumbersome, but precise: I could specify particular MARC fields and subfields, or a general category of fields such as "Titles" (to include uniform titles 245 fields, etc.). It is a HUGE shortcoming in Alma that users don't have that kind of control.