Alma

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  1. Implement auto holdings for Wiley

    Implement auto holdings (autoholding, auto load, autoload) for Wiley, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    106 votes
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  2. Implement auto holdings for IEEE

    Implement auto holdings (autoholding, auto load, autoload) for IEEE, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    62 votes
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  3. E-Collections: Read-only access to Alma for other institutions

    We wish to provide read-only access to our Alma instance to other institutions in our consortium and vice versa so that we can compare setup more efficiently. The permissions need to be quite restrictive and prohibit access to financial, patron data, etc. but allow us to view E-Collection, Service and Portfolio level screens.

    When comparing set-up of our e-collections we are spending a lot of time discussing via email and sharing screen shots, which is not as efficient as being able to go in with a view privilege and compare in real-time.

    62 votes
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  4. Implement auto holdings for Taylor and Francis

    Implement auto holdings (autoholding, auto load, autoload) for Taylor and Francis, as is already available for ProQuest, Elsevier, Ovid, and Springer.

    77 votes
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  5. "Electronic material type originating from Bib" vs "Electronic material type" : a display issue in the Portfolio service editor's list

    In an electronic portfolio, there is a field called "Electronic material type originating from Bib" which can be overloaded by another field called "Electronic material type".
    The Job "Change electronic portfolio information" allows to update the material type of portfolios into the field "Electronic material type" into a set of portfolios.
    If we do so, the material type is not updated into the Portfolio service editor's list... which is confusing.

    our request : when the material type of a portfolio has been updated in the field "Electronic material type", ALMA should only considare this material type and display it in…

    16 votes
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  6. 15 votes
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  7. Display perpetual coverage dates where no other coverage provided

    We now have the ability to log current access dates and perpetual access dates on a portfolio. However there is no way to display the perpetual access dates in Alma or Primo unless looking at the coverage tab of the portfolio.

    It would be good if there was an option to use the perpetual coverage dates as our display dates either by having an additional option for the local, global, local and global section, or just displaying those dates if local only is selected and there is nothing in the local section.

    We have titles that we had current and…

    12 votes
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  8. 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!

    24 votes
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  9. Improve filtering of packages in Community Zone

    When checking for a portfolio to import from the Community Zone, there can be large numbers of collections to sift through from the large suppliers. These appear in what I guess is reverse chronological order i.e. newest created first. It takes much scrolling and scrutiny if you don't want the collections that are offered first.
    There should be a way either to search for the collection you want, or to filter by collection via a drop down. This would save time and also help prevent selecting the wrong collection and possibly having broken links in the Alma linkresolver

    1 vote
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  10. 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…

    39 votes
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  11. Portfolio Bulk Load file limit too small

    The file limit of 10MB is too small. If we're using the Bulk Load, it means we're dealing with very large amounts of portfolios. Having to split those files is cumbersome.

    9 votes
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  12. Delete unwished licenses

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

    28 votes
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  13. Add Access type in the portfolio information update job

    Since Ex Libris has added Access type for individual portfolio, there has to be a job to run to add access type to the portfolios in a collection. Currently, either we have to specify it in each portfolio manually, or we load a spreadsheet matching on portfolio ID. Unfortunately, as of today 1/23/2019, when loading a spreadsheet without the local coverage, e.g. only the access type, the local coverage is overwritten.

    8 votes
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  14. Using load portfolios in a collection to update POL link

    We currently use the Load Portfolios tool in the Electronic service to update portfolio information. We have found this won't update the PO Line information in the Acquisition tab of the Portfolio. It is included in the data in an extended export of portfolio information, but does any changes/additions made to this field in the spreadsheet are not reflected in Alma when it is loaded.

    We would like to be able to add/change this information using the Load portfolios tool.

    A recent example of where this would be useful was a number of portfolios were incorrectly deleted from a collection.…

    9 votes
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  15. 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.

    69 votes
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  16. 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…

    9 votes
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  17. Allow free text in "Change Portfolio" job, "Set interface name" field

    i work almost exclusively with local, standalone portfolios for electronic resources. I need to be able to globally update the "Interface name" field with free text. The"Change Portfolio" job currently only allows the change to be to one of the vendor code names established in the Acquisitions area. Our acquisitions staff have not set up in Alma such codes for many resources, for example, e-collections for which we purchased perpetual access years before we migrated to Alma.

    One reason I need an interface name on the portfolios, is that when I do a repository electronic titles search, there is nothing…

    1 vote
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  18. 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…

    9 votes
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  19. 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. "

    13 votes
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  20. 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.

    15 votes
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