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178 results found

  1. Autoload collections – Better identification

    Autoload collections are not always clearly identified in Alma. The default name of the collection does not always mention this information and there is no specific tag which can be searched or displayed in the CZ releases reports. This can be the source of useless changes by EIO or creation of cases.
    We do not want to add terms like ‘AutoHoldings’ or ‘Autoload’ in the public name of the collection as this is not an useful information for end-users on Primo.

    It would thus be very useful to tag these collections with the mention ”Autoload” in the Alma collection search…

    23 votes
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  2. 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.

    22 votes
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  3. 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…

    22 votes
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  4. 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.

    22 votes
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  5. 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.

    21 votes
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  6. 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.

    21 votes
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  7. 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…
    21 votes
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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).

    21 votes
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  9. 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.

    19 votes
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  10. 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

    19 votes
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  11. 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…

    18 votes
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  12. "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…

    18 votes
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  13. Set "available from date" and "available until date" in import profiles

    It is currently possible to set "available from date" and "available until date" in electronic portfolios either manually or with a job. But it would be useful to set these dates in import profiles too.

    One use case is a collection of Swank streaming video titles. The library wants to load MARC records because the CZ records are too brief. Here are the steps the library must take:
    1. Run the import profile to load the records and create electronic portfolios.
    2. Create a set of the newly created electronic portfolios.
    3. Run the "Change Electronic portfolio information" job on…

    17 votes
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  14. Add Available From/To dates (in General Tab) to Extended Export/Portfolio loader

    The Available From/To fields in the portfolios general tab are currently not included in the portfolio extended export. Nor is it possible to populate the fields using the portfolio loader spreadsheet.
    This makes it impossible to identify if these fields are populated in a portfolio without using Analytics. These fields should be included in Extended Export to make it easier to find, and should be available for the Portfolio Loader to make it easier to populate.

    16 votes
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  15. 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

    16 votes
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  16. Direct to source Test Access button

    When you click on the "test access" button or link in drop down menu Alma takes you directly to the e-book/e-journal rather than going splash screen of portfolio resources that directly link to the e-book/e-journal

    or

    Add a button or link that directly goes out to the e-book/e-journal/database on the web skipping the splash window (see attached screen shot. Opening in a new browser windows without taking you away from the Alma browser window you are working on

    16 votes
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  17. 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,…

    16 votes
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  18. 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.

    16 votes
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  19. 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…

    15 votes
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  20. Allow comparison with specific collection(s) with uploaded files in Collection overlap analysis –

    When we upload a collection title list with coverage for collection overlap analysis, Alma doesn’t allow us to select a specific collection to compare with. It only allows us to compare with the entire IZ, which is not always the goal. If we can select specific collections to compare with when we use Alma collections, it should not be too difficult to do the same comparison when using an uploaded title file.

    15 votes
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