Portfolio loader and Multiple MMS
When we load portfolios through the Portfolio Loader, Alma attempts to find a match based on the identifier in the Community Zone, in order to get the bibliographic records for the portfolios.
When there are multiple MMS records in the CZ that match the searched identifiers, you get an error and no portfolio is loaded. Currently, there is no internal logic for the portfolio loader to choose between these records, even if some have no inventory at all.
it would be useful to implement a logic that allow to choose between records, at least in the case that some have no inventory and some have it.
Hi all,
I'm happy to update that this idea has been implemented as part of the November 2025 release.
The portfolio loader now supports auto-selecting the preferred MMS (based on inventory and rank) in case of multiple matching records.
read more about this option in the November 2025 release notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Release_Notes?mon=All#:~:text=Handle%20Multiple%20Matching%20BIB%20Records%20in%20Portfolio%20Loader
Best, Alma Product