Alma

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  1. Don't dublicate identifiers in the KBART and the TXT schema

    In cases where a record in Alma has only either 022a or 776x Alma puts the only ISSN in both print_identifer and online_identifier.

    Reading a file that has the same ISSN in both print_identifier and online_identifier makes it hard to know if that ISSN is a print identifier or an online identifier.

    40 votes
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    • Ability to assign electronic activation tasks in the POL

      Electronic resources are automatically added to the Electronic Resource Activation Task List page upon ordering. The current workflow requires someone with the permission of Repository Manager to manually review the activation task list in the unassigned tab (which might have hundreds of portfolios and databases at any given time) to decide whom to assign a task.

      I propose a different model or workflow: Allow Acquisitions staff to assign a task while creating the purchase order line.

      65 votes
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      • KBART export from Alma to include title level URL

        As we from time to time need to interface with software and services outside the ExLibris suite, it would be great if the KBART Schema for export would include a proper title level URL as specified in the KBART Recommended Practice:

        "[Title level URL] Indicate the URL of the title’s homepage.
        For journals, this page should be a listing of the available volumes and issues. "

        12 votes
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        • Add " Additional e-mails " fields to " Report to ex libris " form in Alma

          In Salesforce the customers can use "Additional e-mails" feature to let colleagues know that they have (already) opened a case for a specific issue. This makes teamwork easier.

          For SF cases opened using the "Report to ex libris" feature, this is not possible. Plase add 5 "E-mail 1" - "E-mail 5" as in SalesForce.

          7 votes
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          • Electronic Portfolios - can we have a new coverage line where free access can be added ?

            At present in the coverage tab, there are the global dates, local, and perpetual (if the collection has been identified as having some perpetual access) Some of these titles have free access, which is not technically perpetual but is also not part of a subscription. Could a new line be added to include these free years/volumes, with the option to display these dates (or not) ? It would allow us to reduce the number of Free collections we have which all take users to the same place, and identify why we have access to journal years outside of our subscription…

            4 votes
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            • Overlap Analysis: Allow comparing unactivated collection to all activated collection

              Use case: we consider subscribing to a new database but want to know how it overlaps with ALL of collections we have access.

              Current Problems:

              Set Comparison
              1. The source collection must be activated
              2. Have to select ALL target collections by hand

              Selected Titles:
              1. Kinda works BUT it DOES NOT look at coverage info

              tl;dr: please implement something similar to Overlap Analysis in SerSol's ClientCenter.

              Credit
              -----
              Hi All,

              Is there an easy way to compare all of our activated e-resource holdings in our Alma Institution Zone against one database we don’t have activated to determine overlap and…

              14 votes
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              • Include rolling dates in local date information field

                As an electronic resource librarian, I would like to see a better way to deal with rolling coverage dates. There does not seem to be a good way to deal with gaps in portfolio coverage when there's a moving target date involved. For example, if a title includes perpetual access from 2011-present, and issues 12 years or older are open access, unless you include a public note, what will display is:

                Available from 2011 volume: xx issue: xx
                Most recent 12 year(s) not available

                This is confusing to patrons and librarians alike. It would be useful to have the option…

                28 votes
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                • Update import profiles, so portfolios are listed in ALMA & Primo in the same order as the 856 fields in the bibliographic record

                  Currently electronic portfolios are generated from the 856 fields in the bibliographic record, but they appear in reverse order in ALMA and Primo. Vendors often have 856 for multiple volumes in their records and they often list URLs in the order of their importance. In my attached example, the vendor includes a link to browse the particle resource first, then links to search the collections which contains the resource. The links are listed in order of importance. It is confusing to the user to list v.2 before v.1 and less important searching options before the most direct way of access…

                  8 votes
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                  • Delete unwished licenses

                    We need the feature to delete unwished licenses. We mean delete and not display those licenses to the licenses list.

                    21 votes
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                    • Electronic collection extended export file format change from xls to xlsx

                      the output of the 'edit service>portfolios>extended export' is currently xls (very old excel format) which has a huge inefficient file size and a technical limitation of 50,000 lines.

                      we would like the extended export output to be in the much newer, much more efficient XML based xlsx format, which has a much smaller file size to work with, while also providing many more lines - very useful for libraries with very large electronic collections that rely on this functionality.

                      10 votes
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                      • Ability to add closed purchase order lines to the Acquisitions tab, PO Line field on active portfolios

                        Alma will not let you place a closed PO Line in the portfolio Acquisitions tab, PO Line field.

                        We want to tie closed PO Lines to active portfolios because the PO Line is why we have archival access and why the portfolios are still turned on after cancellation.

                        Migration to Alma results in many PO Lines not linked in the Acquisitions tab PO Line field. Cleaning this up would involve reopening the PO Lines and closing them. This is too much effort for what we need to accomplish. Please implement!

                        10 votes
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                        • Electronic portfolios in an electronic collection/packages should inherit data displays from the collection's service

                          Data elements that are set at a Electronic collection service level should cascade down and be applied/display at the electronic portfolio level.
                          While portfolios that are part of an electronic collection/package inherit the properties that are set at the service level, those inherited properties do not display in Alma in the individual portfolios. For example, the proxy value in the individual portfolios will always display in Alma as "No" even when the true value inherited from the electronic collection's service is "Yes." Similarly, a public or authentication note entered at the electronic collection or service level does not cascade down…

                          17 votes
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                          • Change the XML of exported portfolios

                            An exported portfolio from Alma looks like this:

                            <item type="electronic">
                            <title>Operations research.</title>
                            <title>Operations Research</title>
                            <issn>0030-364X</issn>
                            <coverage>
                            <from>
                            <year>1952</year>
                            <volume>1</volume>
                            <issue>1</issue>
                            </from>
                            <embargo>
                            <days_not_available>720</days_not_available>
                            </embargo>
                            </coverage>
                            <eissn>1526-5463</eissn>
                            <object_type>JOURNAL</object_type>
                            </item>

                            However, that's not very clear. An ISSN element under an electronic item can be interpreted as the ISSN for the electronic publication.

                            A better structure would be something like this:

                            <item type="electronic">
                            <title>Operations research.</title>
                            <title>Operations Research</title>
                            <issn type="electronic">0030-364X</issn>
                            <issn type="print">1526-5463</issn>
                            <issn-l>1526-5463</issn-l>
                            <coverage>
                            <from>
                            <year>1952</year>
                            <volume>1</volume>
                            <issue>1</issue>
                            </from>
                            <embargo>
                            <days_not_available>720</days_not_available>
                            </embargo>
                            </coverage>
                            <object_type>JOURNAL</object_type>
                            </item>

                            This is related to this idea: https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32344600-export-the-print-issn-for-electronic-portfolios-m

                            36 votes
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                            • allow the use of sets in Overlap and Collection Analysis

                              The Overlap and Collection Analysis wizard allows two report types: Set Comparison and Selected Titles. Set Comparison only allows you to choose electronic collections, so the name is a misnomer. Selected Titles only allows you to upload a file. Neither type allows you to use the itemized/logical set functionality that already exists in Alma.

                              2 votes
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                              • Set up Trials for Database-only resources in the CZ

                                It would be nice to be able to set up Database-only resources as a Trial. Currently only those resources with portfolios can be set up as a Trial.

                                3 votes
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                                • In import profiles, ability to specify which 856 $u url is used to create electronic portfolios

                                  Scenario: We manage some electronic collections in Worldshare Collection Manager. OCLC provides bibliographic records with the resource's url in the 856 $u. Sometimes the bib records will include multiple url's but we only want to select a specific one to create our portfolios in Alma.

                                  For example, the Worldcat master record for OCLC 957128084 has 11 856 fields. (See attached screenshot.) Some are institution specific and others belong to different access providers. In such a situation, we want to be able to select the 856 $u url that begins with "http://www.jstor.org/stable&quot; or "https://proquest.safaribooksonline.com".

                                  In import profiles,…

                                  7 votes
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                                  • update collections job

                                    Allow Information Update for Electronic Collections. Sometimes, we need to add a public note to all of the collections that are tied to a specific interface, due to scheduled maintenance, or unexpected downtime. It would be great if we could add/remove these notes with a job. Some large providers, like Ebsco, Proquest, or Wiley can have over 15 collections we have to manually edit, which is a big time drain

                                    5 votes
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                                    • Allow search on Electronic Service values

                                      Enable Searching for Electronic Collection Service values as well as Collection and Portfolio values

                                      Eg Proxy Enabled (Service)

                                      as well as
                                      Proxy Enabled (Electronic Portfolio)
                                      and
                                      Proxy Enabled (Electronic Collection)

                                      33 votes
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                                      • Why can we not have who activated a portfolio or collection in the history tab?

                                        Several times I will come across a portfolio of collection and would like to be able to see who activated the resource. Since we have a history tab, why doesn't this show who activated?

                                        17 votes
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                                        • Alma Metadata Editor needs a "delete portfolio" option.

                                          When am in the MD Editor, looking at a record for an e-resource, I can "View Inventory" to display the portfolios. From that half of the screen, I can view or edit the portfolios. Within that view or edit, I can click on the "Linking" tab and "Test access". If I find that the link has expired and the portfolio needs to be deleted, I want to be able to delete it at this point. But I have to return to the bib. record, release it, exit the editor, click back as many times as it takes to return to…

                                          10 votes
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