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.
m 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.
Karen Schlesser commented
Well said Patt. Analytics doesn't have the ability to pull every marc field/subfield either.
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.