178 results found

1. 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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2. 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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3. 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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4. 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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5. 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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6. 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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7. 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.

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8. 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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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.

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10. 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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11. "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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12. 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 the set of electronic portfolios to add a designated "available from date" and "available until date."

    This would be a more efficient workflow:
    1. Run the import profile to load the records and create electronic portfolios.
    2. The import profile applies a designated "available from date" and "available until date" to each newly created portfolio.

    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… more

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13. 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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14. 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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15. 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.

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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

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17. 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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18. 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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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 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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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.

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