Enable batch updating portfolios to update PO line field
Please add a column for PO line to the excel file for batch load updating portfolios. Below are specific examples from the Alma listserv of other institutions describing use cases for why this would be helpful.
Thanks,
Terra
Use cases from ALMA listserv:
Eleanor Craig, e.m.craig@sussex.ac.uk
Sent: Wednesday, 23 September 2015 4:35 PM
To: ALMA-L@LISTSERV.ND.EDU
Subject: [ALMA-L] Individual journal subscriptions associated to Electronic Collections
"We have a subscription to the Sage Premier 2015 package. Each of the core titles (portfolios) in the package have the collection Sage Premier 2015 and this is what the purchase order for each of them has been attached to (so we can pay against each core title). Is it possible to move all the purchase order lines attached to Sage Premier 2015 over to Sage Premier 2016? So without having to cancel and then recreate the large number of purchase order lines every year?"
Erin Bell, Librarian (UWA)
"Alma does not allow the automatic moving of purchase orders however, it can only be done manually, one-by-one. I looked at this from many different angles and consulted ExLibris, and there’s no way to do it."
Sita Austin (sita.austin@flinders.edu.au)
Electronic Resources Librarian, Flinders University of South Australia
"Moving order records is time consuming and it would be great if there was a way to do it in a batch."
Anonymous
shared this idea
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Michael Diaz commented
Batch updating portfolios to add/edit the PO line field would be very helpful with managing large electronic standing orders.
Electronic standing orders could be useful when high-volume title-by-title ordering and activation of ebooks isn’t feasible due to capacity constraints in technical services. For example, a small team could manage frequent purchases of term-limited and perpetual ebooks from vendors like OverDrive with just a handful of POLs on different funds. The portfolio loader could then be used to batch activate titles acquired through these standing orders.
But currently, there isn’t a way to batch associate portfolios with electronic standing order POLs. The portfolio loader ignores the PO_Line field in a spreadsheet, and there isn’t a job for batch editing a set of portfolios to add/update POLs.