portfolio deactivation date
Currently, when you create a local electronic collection, you have the ability to set "active from" and "active until" dates at the collection level. We have electronic collections where we purchase 1 year of access for select titles (collections such as Kanopy). It would be great if we could set deactivation dates at the portfolio level. With a deactivation date, once the year of access is complete, we wouldn't have to remember to deactivate the individual portfolios.
Ben Hockenberry commented
This isn't a thing? For all of the video platforms where titles are licensed for 1-3 years, each of which has a different start date, this is vital functionality!
Alisha Quagliana commented
this seems like a no-brainer to me, please consider adding it!
A deactivate date would be great and would save staff having to remember to do this process.
Caroline O'Halloran commented
We have exactly this issue now with Kanopy titles. A deactivation date on the portfolio would be great.
Debbie Storz commented
Thanks for this idea. We also have the scenario where in a review of resources in Aug/Sept we decided then not to renew so wanted to set a portfolio deactivation date of 31 Dec but were unable to find a way to do this - either on a collection or on an individual portfolio. We ended up creating an 'e-activation task' and editing the due date and writing a note. In this case, we had hoped there would be a way to add an end date that would be flagged by the system and automatically add it to the e-activation list & and deactivate it but with the ability to review it. We also found that once we deactivated and deleted the portfolios - there was no record/history of the deactivation anywhere in Alma including the Purchase Order Line. The Purchase Order Line (POL) has the history of the resource and includes the activation of the portfolio/collection so we had hoped it would also have the deactivation rather than us having to write a note in the POL.
Karen Benko commented
We need this for exactly the same reason as mcorby. Just because content is all in the same collection doesn't mean that it all has the same deactivation date. We are currently doing an inconvenient kluge with Google calendar. This should be more convenient!
Martin Patrick commented
I agree, though currently don't have votes to contribute. Another use case (for us) is that OverDrive will let us know certain titles are going to expire, but we won't get the updated MARC files immediately. It would be great to be able to specify a date when they should deactivate, and to do so as an option within the Change Electronic Portfolio Information job. Our next expiration date is the day after Thanksgiving, when our libraries are all closed. It would be nice for this to happen automatically.