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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.

    160 votes
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    0 comments  ·  Resource Management - Electronic  ·  Admin →

  2. 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.

    137 votes
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    0 comments  ·  Resource Management - Electronic  ·  Admin →

  3. Delete unwished licenses

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

    123 votes
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    1 comment  ·  Resource Management - Electronic  ·  Admin →

  4. Add ‘Bokbasen’ as a new provider in the Upload Electronic Holding functionality in Alma

    The collection Bokbasen Allvit (which contains Norwegian academic e-books) is now added to CZ. There is a need for a solution for the administration of this collection. The library administrator can at any time purchase a new time-limited e-book license or change the budget for pay-per-loan titles. This, in combination with time-limited licenses expiring at different times and days (365 days after the purchasing date) will cause the catalogue of available titles to change continuously. The catalogue will also be different per institution. In order to provide the end-user with accurate information about the availability for each institution, there is…

    99 votes
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    0 comments  ·  Resource Management - Electronic  ·  Admin →

  5. 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.

    96 votes
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    2 comments  ·  Resource Management - Electronic  ·  Admin →

  6. 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

    96 votes
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    1 comment  ·  Resource Management - Electronic  ·  Admin →

  7. 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…

    93 votes
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    2 comments  ·  Resource Management - Electronic  ·  Admin →

  8. 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.

    81 votes
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    2 comments  ·  Resource Management - Electronic  ·  Admin →

  9. 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.

    80 votes
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    6 comments  ·  Resource Management - Electronic  ·  Admin →

  10. Implement auto holdings for IEEE

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

    79 votes
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    3 comments  ·  Resource Management - Electronic  ·  Admin →

  11. 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.

    67 votes
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    1 comment  ·  Resource Management - Electronic  ·  Admin →

  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

    66 votes
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    1 comment  ·  Resource Management - Electronic  ·  Admin →

  13. 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.

    61 votes
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    2 comments  ·  Resource Management - Electronic  ·  Admin →

  14. 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…

    57 votes
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    3 comments  ·  Resource Management - Electronic  ·  Admin →

  15. 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…

    49 votes
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    3 comments  ·  Resource Management - Electronic  ·  Admin →

  16. Improve the management of license terms in config

    Currently to manage the order and organization of license terms in Alma, we have to number each term we wish to use in order. If we want to add or reorder, we need to carefully renumber the existing terms so we don't accidentally use the same number twice and risk overwriting existing terms. While we've all learned work-arounds for this, given the amount of work it takes to maintain our hundreds of licenses, it seems risky to have this form of ordering. It would be much better to have the functionality that appears elsewhere in Alma that allows for lines…

    46 votes
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    0 comments  ·  Resource Management - Electronic  ·  Admin →

  17. 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)

    40 votes
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    1 comment  ·  Resource Management - Electronic  ·  Admin →

  18. 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…

    39 votes
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    1 comment  ·  Resource Management - Electronic  ·  Admin →

  19. Common link between a POL and a License (for updating collections)

    A POL has a licence connected to it. It would be great if when adding that POL to an Alma Collection, that the connecting licence would be automatically added to the collection as well. And working in reverse, when adding a licence to an Alma collection, it would be nice if the POL connected to the licence was automatically added to the collection as well (thus saving time adding two things to a collection, when they are already related).

    38 votes
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    1 comment  ·  Resource Management - Electronic  ·  Admin →

  20. Change the XML of exported portfolios

    An exported portfolio from Alma looks like this:

    <item type="electronic">

    &lt;title&gt;Operations research.&lt;/title&gt;

    &lt;title&gt;Operations Research&lt;/title&gt;

    &lt;issn&gt;0030-364X&lt;/issn&gt;

    &lt;coverage&gt;

      &lt;from&gt;

        &lt;year&gt;1952&lt;/year&gt;

        &lt;volume&gt;1&lt;/volume&gt;

        &lt;issue&gt;1&lt;/issue&gt;

      &lt;/from&gt;

      &lt;embargo&gt;

        &lt;days_not_available&gt;720&lt;/days_not_available&gt;

      &lt;/embargo&gt;

    &lt;/coverage&gt;

    &lt;eissn&gt;1526-5463&lt;/eissn&gt;

    &lt;object_type&gt;JOURNAL&lt;/object_type&gt;

    </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">

    &lt;title&gt;Operations research.&lt;/title&gt;

    &lt;title&gt;Operations Research&lt;/title&gt;

    &lt;issn type=&quot;electronic&quot;&gt;0030-364X&lt;/issn&gt;

    &lt;issn type=&quot;print&quot;&gt;1526-5463&lt;/issn&gt;

    &lt;issn-l&gt;1526-5463&lt;/issn-l&gt;

    &lt;coverage&gt;

      &lt;from&gt;

        &lt;year&gt;1952&lt;/year&gt;

        &lt;volume&gt;1&lt;/volume&gt;

        &lt;issue&gt;1&lt;/issue&gt;

      &lt;/from&gt;

      &lt;embargo&gt;

        &lt;days_not_available&gt;720&lt;/days_not_available&gt;

      &lt;/embargo&gt;

    &lt;/coverage&gt;

    &lt;object_type&gt;JOURNAL&lt;/object_type&gt;

    </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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    0 comments  ·  Resource Management - Electronic  ·  Admin →
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