Alma

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  1. portfolio deactivation date

    Currently, when you create a local electronic collection, you have the ability to set "active from" and "active until" dates at the collection level. We have electronic collections where we purchase 1 year of access for select titles (collections such as Kanopy). It would be great if we could set deactivation dates at the portfolio level. With a deactivation date, once the year of access is complete, we wouldn't have to remember to deactivate the individual portfolios.

    231 votes
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  2. Update URL in porfolio when attached bib record's 856 is updated

    When the URL in a bib record attached to a portfolio is updated (individually edited, or batch load/overlay of records), there should be a setting to the action so that the URL in an attached portfolio would also be updated and we don't have to remember to manually do this. We have had 2 recent instances, one where we used APIs to update bib records using our old PURL manager to use our new one, only to find that the portfolio URLs also needed to be changed separately, and one where we have a batch of vendor records with changed…

    222 votes
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  3. 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.

    216 votes
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  4. Add 'Test access' button to New Portfolio editor

    When adding a new local portfolio in an electronic collection we will always test access before the task is completed.
    Currently we have to click 'Save and done', search for the portfolio and then test access. If the link is incorrect, we have to edit, save, and test again.

    Please add the 'Test access' button in the New Portfolio editor as in the Electronic Portfolio Editor to save us time and extra clicks.

    194 votes
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  5. temporarily unavailable

    For electronic collections - under the Activation tab for Service temporarily unavailable:

    Instead of selecting a date to turn the notice on, allow staff to select the date on which the notice will automatically expire, and then on that date, have Alma automatically set the temporarily unavailable button to off and blank out the reason/text box. Also, consider making that text appear in red.

    Logistically, it makes more sense for the notice to automatically disappear, since there is no mechanism in Alma to remind the staff member that such a notice has been added to an electronic collection. So setting…

    107 votes
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  6. batch job de/activation of proxy enabled setting at service level

    You can de/activate the proxy setting in batch for portfolios, by using the "Change electronic portfolio information" job on a set. Unfortunately you cannot at this stage do the same on Services or Collections.

    I have approximately 30 services that I would like to change EZproxy enabled from YES to NO. I do not want to run a batch job on the portfolios - I want the proxy to be determined at service level and the portfolios to inherit the settings. It would be helpful if this could be done as a batch job rather than editing each service manually.

    107 votes
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  7. 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.

    95 votes
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  8. Implement auto holdings for IEEE

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

    87 votes
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  9. Provide MARC record quality measures to CZ collections

    CZ collections vary in regard to the quality of their metadata. Some CZ collections contain rich MARC records, while others contain very poor records. When facing the question whether to import vendor's MARC records or to rely on CZ records, librarians usually lack basic information about the quality of existing MARC records in a given CZ collection.

    I would like to suggest that each CZ collection will include basic statistical information about the MARC records quality. Such information could be generated in different ways.

    One possibility is to provide an analysis based on predefined quality profiles of MARC records. Here,…

    86 votes
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  10. 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 unique…

    81 votes
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  11. Ability to track changes made to all fields on Electronic Collection record history tab

    Presently, only changes made to some fields in an electronic collection record are tracked on the Electronic Collection Record History tab. For example, if I enter text in the Description field on the Electronic Collection Description tab, the History tab shows a "Modification Date" but does not indicate what field was modified. If I change the Access type field on the General tab, the History tab does not record that any change was made.

    The usefulness of the History tab is greatly reduced if not all field changes are tracked. It is more difficult to trust the system or to…

    79 votes
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  12. Add "articles" in portfolio's material type

    Hi there,

    At the moment, when creating or editing a portfolio for an artcile, it is not possible to precise that it's an article's portfolio (you can precise that it's a book, map, journal, dissertation, proceeding...).

    We would like to add "articles" in Electronic Portfolio Editor > electronic material type's field.

    Please see screenshot attached for illustration.

    Best regards,

    Ariane

    74 votes
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  13. Add indications to Electronic Service & Portfolios showing when portfolios use MARC metadata instead of parser parameters for linking

    There are some electronic services and portfolios in the Alma CZ that do not use parser parameters. Instead, they use ISSN or some other element drawn from the MARC metadata to construct their links. However, there is no indication in Alma when a service or portfolio behaves this way. To the Alma user, it looks as if the portfolios must be misconfigured, as they have no parser parameters and no apparent way to link at the title level. This makes troubleshooting linking problems very difficult, and it conceals the actual linking functionality from Alma customers.

    To be fully transparent with…

    73 votes
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  14. 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.

    71 votes
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  15. 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…

    67 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…

    66 votes
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  17. Under Electronic Service Editor to have the ability to remove portfolios in bulk.

    In the electronic service editor you have the ability to deleted all the selected portfolios. I would like the ability to simply remove the portfolios in bulk from the collection.

    64 votes
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  18. 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…

    62 votes
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  19. 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…

    62 votes
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  20. Add Rapid ILL lending categories to Electronic Collections in Alma

    Please add a new Rapid ILL lending status field to electronic collections so libraries can indicate the following Rapid ILL lending statuses and more easily create logical sets to automatically send holdings to Rapid:
    • LendableInternational: You are able to fill lending requests from any other Rapid libraries around the world. This is typically the Lendable value used for print materials that you want to make available in Rapid.
    • LendableCountry: You are able to fill lending requests only from Rapid libraries in your country. This is typically the Lendable value used for electronic materials.
    • LocalOnly: You are not…

    52 votes
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