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Add "General Notes" at the collection, service, and portfolio levels as indexable/searchable fields

Unfortunately, we have received the following case response: "Notes fields are not indexed for search as this is not within the current design/intended use for these fields."
So we hope to get support for our proposal in the Alma community.

Our colleagues in the e-resources department use the "General notes" field at the collection, service, and portfolio levels.
However, it is not possible to search for theses notes:

(1) In Alma itself you can search for:
Electronic Collection:
- Authentication note (Electronic Collection)
- Public note (Electronic Collection)
- Service Authentication note
Electronic Portfolio:
- Authentication note (Electronic Porfolio)
- Public Note (Electronic Porfolio)
- Notes tab

Only via the search field "Notes tab" you can search for the "General notes" at the portfolio level.

(2) In Analytics (subject area E-Inventory) you can only search for:
Electronic Collection:
- Authentication note
- Public note
Electronic Portfolio:
- Authentication note
- Public note

It is not possible to search for "General notes" at all.

Please provide us searchable "General notes" fields in Alma and also in Analytics to make reporting across all collections and portfolios.

Note: Since there can be multiple "General notes" per level, multiple notes on the same level should be displayed in Analytics in one field separated by semicolons (as is usually the practice in Analytics).

Thank you very much in advance!

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  • AdminShoshana de la Fuente (Product Manager, Esploro Repository, Ex Libris) commented  · 

    Dear Colleagues,

    I am writing on behalf of the Alma analytics team.
    Our understanding is that, In addition to requests from the e-resources team, the current idea is to include the following fields in Alma Analytics.

    Electronic Collection:
    - Authentication note
    - Public note
    -General notes (multiple entries)

    Electronic Service:
    - Authentication note
    - Public note
    - General notes (multiple entries)

    I am happy to let you know that the Electronic Collection Authentication note and Electronic Collection Public note are already supported.
    In the December release Service authentication note and Service public note will be added to analytics.
    General notes will not be added at present. To request the addition of general notes to analytics, please open a separate Ideas Exchange.

    All the best,
    Shoshana de la Fuente
    Analytics Product Owner

  • Christian commented  · 

    Just to be sure:
    The enhancement will allow us to search each note field separately in Analytics and displays the notes in separate fields in the results list.
    Also in Alma itself separate search indices for each note would be fine.
    Thanks a lot!

  • Christian commented  · 

    To sum it up again: the goal is to be able to query all notes at all levels (both in Alma itself and in Analytics):

    Electronic Collection:
    - Authentication note
    - Public note
    - General notes (multiple entries)
    Electronic Service:
    - Authentication note
    - Public note
    - General notes (multiple entries)
    Electronic Portfolio:
    - Authentication note
    - Public note
    - Notes tab
    - General notes (multiple entries)

Alma: Resource Management - Electronic

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