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187 results found

  1. a box "holdings" to tick on Electronic Portfolio Editor level

    EXL advised us to tick to box "Cancellation restriction" in the POL to mark our journals holdings... even if the feature is at first not what it takes.
    Editors require libraries to maintain some subscriptions (holdings) and libraries have to make yearly inventory on these holdings.

    Our request : a "holdinds" box to tick to be configured on Electronic Portfolio Editor level.

    28 votes
    0 comments  ·  Resource Management - Electronic  ·  Admin →
    How important is this to you?

  2. Electronic collections - let notes tab show active for functional notes

    When viewing electronic collection/service/portfolio records, the note tab does not show active - a blue triangle in new UX - when content has been added to the functional notes - authentication and/or public. I understand that currently the content indicator "turns on" when content is added via the "Add Note" feature but it would help workflow if staff did not have to click the notes field to discover if authentication or public notes had been added to either collection, service or portfolio editor. Let the notes tab show active whether the notes are functional or internal.

    28 votes
    3 comments  ·  Resource Management - Electronic  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Resource Management - Electronic  ·  Admin →
    How important is this to you?

  4. Authenticated "Authentication note" field

    Make the content of the "authentication note" field (electronic collection editor and portfolio editor) only visible to our legitimate end-users by means of authentication: preferably via sso, another option would be via ip. That way we can register and manage all our username/password information for e-sources from within Alma. And get rid of the in-house solution (according to the Alma-L mailing list other institutions, like us, developed solutions involving a link to an authentication protected page).
    Currently the authentication note has the same functionality as the "public note" field. It is displayed to anyone searching in our Primo. There also…

    84 votes
    4 comments  ·  Resource Management - Electronic  ·  Admin →
    How important is this to you?

  5. 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
    4 comments  ·  Resource Management - Electronic  ·  Admin →
    How important is this to you?
    Dana Moshkovits responded

    Clarification was provided regarding the functionality requested – which is not to delete portfolios but rather detaching portfolios from the collection and setting them as standalone portfolios.
    Re-opening the idea.

  6. Allow portfolio loader to match on MMS ID when creating e-inventory

    The portfolio loader tool can only create inventory by matching on ISSN, ISBN and PID. It does not match on MMS ID. This is an issue when creating electronic portfolios for theses/dissertations or source material that do not have an ISSN/ISBN.

    78 votes
    3 comments  ·  Resource Management - Electronic  ·  Admin →
    How important is this to you?

  7. 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…

    22 votes
    1 comment  ·  Resource Management - Electronic  ·  Admin →
    How important is this to you?
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