183 results found

1. Add vendor UTB to Upload Electronic Holdings workflow

   The vendor UTB has already e-collections in CZ which have dozens of activations in the EMEA region. We've already contacted the vendor, and they would be willing to implement the Upload Electronic Holdings workflow.

   Vendor name: UTB
   Website: https://www.utb.de
   Contact: Tanja Klapputh, klapputh@utb.de
   Alma Interface name: UTB GmbH

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2. If e-collection from CZ is already active in NZ, ask for validation

   It is possible to activate electronic collections from the CZ more than once in your NZ. We are aware there are use cases where this is the desired behaviour.

   Yet it would be nice if there was a short dialogue: "The collection is already active in your NZ. Are you sure you want to activate it again?" - just to avoid duplicate activation by mistake.

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3. Implement Automatic Upload of Electronic Holdings for Perlego eBooks

   Implement auto holdings (autoholding, automatic upload of e-holdings) for Perlego eBooks.

   This will allow for automatic update of the collection based on most recent institutional holdings file received from Perlego.

   As is already available for ProQuest, Springer, Elsevier, Wiley, and other publishers.

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4. Include parser override values in it's own column in extended export report

   Include parser override values in it's own column in extended export report

   It's not possible to view which portfolios in a collection have parser override values. Currently, the value is included in the parser parameters value in extended export reports.

   It would be helpful with managing portfolios to have a way to see when a portfolio has a parser override value. That way, we could check on those portfolios and make sure the CZ parser value has been corrected.

   Please, include parser override values in it's own column in extended export report or have another way of highlighting when an override value exists.

   Include parser override values in it's own column in extended export report

   It's not possible to view which portfolios in a collection have parser override values. Currently, the value is included in the parser parameters value in extended export reports.

   It would be helpful with managing portfolios to have a way to see when a portfolio has a parser override value. That way, we could check on those portfolios and make sure the CZ parser value has been corrected.

   Please, include parser override values in it's own column in extended export report or have another way of highlighting when an… more

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5. PDA import profiles for electronic titles - limit matching to specific electronic collection

   The ability to limit matching of imported MARC record against existing records with portfolios in a selected electronic collection was release for repository import profiles in the Feb 2024 release in response to a previous Ideas Exchange submission:
   https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/15312516-repository-import-profiles-for-electronic-titles

   Echoing the comments added to that Ideas Exchange post following the release, it would be really helpful if the same functionality could be release for PDA import profiles too, for the same reasons originally stated.

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6. Post-migration portfolio urls remain even if changed afterwards

   Post-migration side effect with created portfolios: the url from the bib is created in the new portfolio. This url remains in the portfolio even after it has been changed at a later date (not in an editable field; the url is also searchable even after it has been changed. So, old urls from a migrated system remain searchable and in the portfolio record even after editing. Change this behavior.

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7. Correct article level target links for records without assigned volume or issue numbers

   For example, we see erroneous records (without working linking/availability) that are published ahead of print and which do not have specific volume/issue numbers. Until the publisher updates this information Primo links are directed to an error page.

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8. Add electronic collection details to the Alma publishing

   Currently both physical and digital collections are published to Primo. Because of this these data elements can be added to the display sections of the Primo UI including the collections facets (courtesy of the Primo back office rules).

   Similarly the collection name is published to Primo Central and therefore can be included in the collections facet and full display Details section.

   Note: The publishing should also include details showing whether the resource is a Community Zone resource or not. (It may be desirable to only include non-Community Zone collections in the Primo displays as the PCI collections is already displayed).

   Use cases:
   1. Currently our Primo collections facet includes Alma physical and digital collections values and PCI collections values however the Alma electronic collections are missing.
   For consistency if should also be optionally possible to include the electronic name in the collections facet.
   2. Setup the Alma electronic collection to be included in the Primo display and search fields.
   3. Ability to publish the electronic collection for third party products such as Unstacked.

   Currently both physical and digital collections are published to Primo. Because of this these data elements can be added to the display sections of the Primo UI including the collections facets (courtesy of the Primo back office rules).

   Similarly the collection name is published to Primo Central and therefore can be included in the collections facet and full display Details section.

   Note: The publishing should also include details showing whether the resource is a Community Zone resource or not. (It may be desirable to only include non-Community Zone collections in the Primo displays as the PCI collections is already displayed).

   … more

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9. Electronic Resource Activation Task List: do not revert to "Assigned to Me" tab after deleting a task

   When you're working in the "Unassigned" tab of the Electronic Resource Activation Task List, it always reverts to the "Assigned to Me" tab after you delete a task. I want it to stay in the "Unassigned" tab.

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10. Add portfolio options for non-matches in PDA New Import profile

    There is often a discrepancy between candidate and purchase DDA records that we receive - often, we receive purchase records without first receiving the candidate records. Of course we try to correct this with vendors, but with limited success.

    I now force non-matched purchased records to load, but they come in with unactivated portfolios that are not in an electronic collection. Could one of these solutions be added?

    • Preferably, additional portfolio options for the New Order import profile to activate the portfolio and put it in a collection
    • Alternately, some sort of action or notification that there has not been a match, so that I don't have to look through every job history to catch the non-matches

    There is often a discrepancy between candidate and purchase DDA records that we receive - often, we receive purchase records without first receiving the candidate records. Of course we try to correct this with vendors, but with limited success.

    I now force non-matched purchased records to load, but they come in with unactivated portfolios that are not in an electronic collection. Could one of these solutions be added?

    • Preferably, additional portfolio options for the New Order import profile to activate the portfolio and put it in a collection
    • Alternately, some sort of action or notification that there has not been… more
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11. Create an electronic collection for the "Zhong hua jing dian gu ji ku"

    The Zhonghua Classics Database contains the standard punctuated versions of many important Chinese classical texts in the fields of philosophy, history and literature (such as biji) as published by Zhonghua Shuju and other major publishers of punctuated editions. The database also includes the 360 volume Quan Song Wen《全宋文》set as e-books. Quan Song Wen is a collection of Chinese prose dating from the Song dynasty that was first published in 2006 by 上海辭書出版社.
    In addition to browsing whole titles, this digitized version has been optimized to search simultaneously variant forms of characters (defaults can be changed in the advanced search), and includes especially useful ways to search variants of biographical data, place names, etc. Dictionaries, chronology converters are included. These functions also pop up whenever you select a character in the main text.

    The Zhonghua Classics Database contains the standard punctuated versions of many important Chinese classical texts in the fields of philosophy, history and literature (such as biji) as published by Zhonghua Shuju and other major publishers of punctuated editions. The database also includes the 360 volume Quan Song Wen《全宋文》set as e-books. Quan Song Wen is a collection of Chinese prose dating from the Song dynasty that was first published in 2006 by 上海辭書出版社.
    In addition to browsing whole titles, this digitized version has been optimized to search simultaneously variant forms of characters (defaults can be changed in the advanced search), and… more

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12. 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."

    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… more

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13. Add moore options to local portoflio

    Usefull to be able to add moore fields in the "add local portfolio"Moore authors and a publishing year

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14. "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 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… more

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15. 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.

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16. 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" or "https://proquest.safaribooksonline.com".

    In import profiles, the "File name patterns" use regular expressions to specify which Marc files are imported by an import profile. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/020Managing_Import_Profiles

    Could similar functionality be added to the import profile's inventory tab to designate a "Url pattern"? So that only the url's that fit the pattern will be used to create portfolios. (See attached screenshot.)

    Thank you.

    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" or "https://proquest.safaribooksonline.com".

    In import profiles,… more

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17. Implement auto holdings for Ebsco

    Often there are many collections with Ebsco and it would be great to be able to have them on auto holding to have everything in one collection

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18. Allow for searching by Service, Collection, and Portfolio levels distinctly

    Repository searching is somewhat vague in what actually gets searched (e.g. Free field & proxy). Some fields that exist in collection & service level are searched but it is not clear in the repository search which level is being searched. Proposing the repository search is more clear in what level & field is being searched AND that the service level is able to be searched as equally as collection & portfolio levels.

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19. Update primary URL and Parser Parameters using Portfolio Loader

    Currently, when using the Portfolio Loader to update links, only the override URL and override Parser Parameters can be updated. It would also be helpful to be able to update the primary URL and primary Parser Parameters using the Portfolio Loader.

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20. Improve OpenURL generation to remove blanks and duplicates

    Openurls generated could by Alma/Primo be shorted by:

    1. Not sending duplicate parameters.
    2. Not sending empty parameters.

    Background:

    We have noticed that OpenURLs produced by Alma/Primo (which are then sent on to our ILLiad server, which can require redirection to get the patron authenticated) can be VERY long. So long in fact, that they can produce errors for our ILLiad web server. The ILLiad server will end up reporting "Request header is too large", and the user is left with a HTTP Status 400 Bad request error.

    We believe the responsibility here is on the Alma/PRimo side as the urls generated could be shorted by:

    1. Not sending duplicate parameters.
    2. Not sending empty parameters.

    Note: For our (UW-Madison's) locally developed discovery interface, we generate our own OpenURL links for things like "Request a copy" from article searching and the catalog records, so we can ensure proper length limits.

    ExLibris generates OpenURL links in their UResolver (Find it) and Primo Search API

    Alma/Primo OpenURLs

    For example, following a "Find it at UW-Madison" link from Google Scholar and then doing "Request a copy" (sending the OpenURL on to our ILLiad server):

    Starting in Google Sholar, and ending up here:
    https://uwi-primoalma-prod.hosted.exlibrisgroup.com/primo-explore/openurl?sid=google&auinit=PM&aulast=Vitousek&atitle=Beyond%20global%20warming:%20ecology%20and%20global%20change&id=doi:10.2307%2F1941591&title=Ecology.&volume=75&issue=7&date=1994&spage=1861&issn=0012-9658&vid=WISC&institution=WISC&url_ctx_val=&url_ctx_fmt=null&isSerivcesPage=true

    Provides an OpenURL link (request a copy) of:

    https://madison.hosts.atlas-sys.com/illiad/OpenURL?Action=10&Form=30&rft.genre=article&rft.title=Ecology.&rft.stitle=Ecology.&rft.atitle=Beyond+global+warming%3A+ecology+and+global+change&rft.jtitle=Ecology.&rft.au=&rft.date=1994&rft.month=&rft.volume=75&rft.issue=7&rft.number=&rft.spage=1861&rft.epage=&rft.edition=&rft.issn=0012-9658&rft.eissn=1939-9170&rft.aulast=Vitousek&rft.aufirst=&rft.auinit=PM&rft.pub=Brooklyn+Botanical+Garden&rft.pubdate=1920-&rft.pubyear=&rft.publisher=Brooklyn+Botanical+Garden&rft.place=Brooklyn%2C+NY+%3A&rft.doi=10.2307%2F1941591&rfe_dat=35698209&rfr_id=google

    Where the following parameters are included, yet blank:

    au, month, number, epage, edition, aufirst, pubyear

    Primo Search API

    In order to display electronic availability for articles we have to query the OpenURL resolver in alma to get data back. The string we use to query the resolver is provided to us by the Primo Search API

    Primo API Docs - Ex Libris Developer Network

    This one is by far the biggest offender, as that API returns the "GetIt1" URL we need to use. An example URL returned to us looks like:

    https://na02.alma.exlibrisgroup.com/view/uresolver/01UWI_MAD/openurl?svc_dat=CTO&ctx_enc=info:ofi/enc:UTF-8&ctx_id=10_1&ctx_tim=2020-02-07T10%3A04%3A19IST&ctx_ver=Z39.88-2004&url_ctx_fmt=info:ofifmt:kev:mtx:ctx&url_ver=Z39.88-2004&rfr_id=info:sidprimo.exlibrisgroup.com-proquest&req_id=&rft_val_fmt=info:ofifmt:kev:mtx:journal&rft.genre=article&rft.atitle=Telltale%20warming%20likely%20to%20hit%20poorer%20countries%20first&rft.jtitle=Nature&rft.btitle=&rft.aulast=Schiermeier&rft.auinit=&rft.auinit1=&rft.auinitm=&rft.ausuffix=&rft.au=Schiermeier,%20Quirin&rft.aucorp=&rft.date=2018-04-26&rft.volume=556&rft.issue=7702&rft.part=&rft.quarter=&rft.ssn=&rft.spage=415&rft.epage=416&rft.pages=415-416&rft.artnum=&rft.issn=00280836&rft.eissn=14764687&rft.isbn=&rft.sici=&rft.coden=&rft_id=info:doi/10.1038d41586-018-04854-2&rft.object_id=&rft.eisbn=&rft.edition=&rft.pub=Nature%20Publishing%20Group&rft.place=London&rft.series=&rft.stitle=&rft.bici=&rft_id=info:bibcode&rft_id=info:hdl&rft_id=info:lccn&rft_id=info:oclcnum&rft_id=info:pmid&rft_id=info:eric((addataeric}}&rft_dat=%3Cproquest%3E2056433252%3Cproquest%3E%3Curl%3Ehttp:search.proquest.com/docview/2056433252/%3C/url%3E,language=eng,view=MD&svc_dat=viewit&req.skin=MADskin&rft_pqid=2056433252&rft_galeid=572639507&rft_cupid=&rft_eruid=&rft_nurid=&rft_ingid=

    Previously we ran this URL through a parser to validate it and then remove empty parameters. There are three issues with this data - 1) sometimes keys are duplicated, which goes against best practices 2) Data is not properly url encoded 3) There are a lot of empty parameters.

    Removing those parameters for this example request would drop the length of the URL from 1328 to 1052 characters

    Note: We no longer parse this data as it was dropping the duplicated parameters causing lookup issues, so it's passed through to our OpenURL resolver as we receive it from the API (aside from prepending a parameter to return XML instead of HTML)

    Openurls generated could by Alma/Primo be shorted by:

    1. Not sending duplicate parameters.
    2. Not sending empty parameters.

    Background:

    We have noticed that OpenURLs produced by Alma/Primo (which are then sent on to our ILLiad server, which can require redirection to get the patron authenticated) can be VERY long. So long in fact, that they can produce errors for our ILLiad web server. The ILLiad server will end up reporting "Request header is too large", and the user is left with a HTTP Status 400 Bad request error.

    We believe the responsibility here is on the Alma/PRimo side as the urls generated… more

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