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Katherine O'Brien

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  1. Option to share list with all Rialto users

    21 votes
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    2 comments  ·  Rialto » Ordering  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  2. Enable authentication on purchase request web form

    63 votes
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    5 comments  ·  Rialto » Integrations  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  3. Hide locations from Resource Locate

    24 votes
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    Under Review  ·  1 comment  ·  Leganto  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  4. Reading List Bulk Update job - reset copyright status

    8 votes
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    2 comments  ·  Leganto  ·  Admin →
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    Katherine O'Brien commented  · 

    This would be very useful for us

    Katherine O'Brien supported this idea  · 

  5. Complete change log for reading lists

    25 votes
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    1 comment  ·  Leganto  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  6. Enable set-creation for citations, reading lists, and courses

    25 votes
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    Planned  ·  5 comments  ·  Leganto  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  7. Include text of Library Discussion Note in Leganto Detailed Notifications Letter

    66 votes
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    Accepted  ·  4 comments  ·  Leganto  ·  Admin →
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    Katherine O'Brien commented  · 

    Very much support this idea! Deborah's example really shows how the existing method is not working - too many clicks!

    Katherine O'Brien supported this idea  · 

  8. Alma overlap analysis tool to include different identifiers in one comparison

    210 votes
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    2 comments  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  9. Auto publish option for instructor rollover

    5 votes
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    1 comment  ·  Leganto  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  10. make "test access" work when direct linking is enabled

    72 votes
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    4 comments  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  11. Add AIATSIS thesauri to the CZ subject authority files

    189 votes
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    Under Review  ·  15 comments  ·  Content » other  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  12. Improve the e-book purchase request workflow

    257 votes
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    Accepted  ·  6 comments  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Katherine O'Brien commented  · 

    Another +1 for selecting a CZ portfolio as part of the ebook purchase request workflow

    This would allow us to use purchase requests. We decided not to use purchase requests because it creates a local portfolio when the request is approved. We use the EBC integration profile, which only checks for existing CZ portfolios, not local ones, and so we end up with duplicate portfolios in our collection. The CZ portfolios are preferable but it is too much work to de-dupe and the integration profile is more valuable to us than the purchase request feature.

  13. Add an order action in the Purchase Request to “Approve and order from the CZ

    316 votes
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    Accepted  ·  23 comments  ·  Alma » Acquisition - Purchase Requests  ·  Admin →
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    Katherine O'Brien commented  · 

    I think the fact that the Product team asked for clarification on this Idea shows that standard purchasing workflow needs of libraries really isn't understood by Ex Libris.

    We decided not to use purchase requests because it creates a local portfolio when the request is approved. We use the EBC integration profile, which only checks for existing CZ portfolios, not local ones, and so we end up with duplicate portfolios in our collection. The CZ portfolios are preferable but it is too much work to de-dupe and the integration profile is more valuable to us than the purchase request feature.

    The big appeal of e-titles in Alma is the CZ. It makes no sense to have a local portfolio created without the ability to link to a CZ portfolio with minimal hassle.

    Ex Libris also seems to struggle with the idea of libraries purchasing more user licenses for an existing electronic title, which fits with the confusion around this Idea also. If it's in the same collection, you don't want a new portfolio just because you purchased an extra user license.

    As Vanessa said - the desire is to link the request to a portfolio from the CZ. We want to minimise the number of local portfolios in our Alma, so that we have minimal management required for portfolios. Being able to link the request to CZ portfolios would in theory also address the local/CZ portfolio duplication issues.

    This would be really really useful for us.

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    Katherine O'Brien commented  · 

    This is the only thing holding us back from implementing purchase requests (which would be very beneficial when we roll out Leganto across our institution). We are currently trying to work out a cumbersome workaround to fix the duplicate issue that occurs when our Proquest Ebook Central integration profile ignores local portfolios and brings in CZ portfolios of new ebook orders.

    Katherine O'Brien supported this idea  · 

  14. Add more fields to the Update PO lines information & Update POLs Advanced jobs

    193 votes
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    7 comments  ·  Alma » Acquisition - PO & POLine  ·  Admin →
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    Planned  ·  AdminZohar Shemesh (zohar.shemesh@exlibrisgroup.com, Ex Libris) responded

    Dear Community,


    This is to update you that we plan to enhance the "Update PO Lines Information" job in a future Alma release. We plan to add 19 new fields to this job:

    Additional PO line reference field
    Cancellation Restriction
    Cancellation Restriction Note
    Add labels
    Remove labels
    Create new label
    Reclaim interval
    Subscription interval
    Note to vendor

    Vendor reference number type 
    Routing during receiving
    Binding during receiving
    Activation note
    Renewal date
    Subscription from
    Subscription to
    Renewal reminder period (days)
    Renewal note
    Internal note


    In addition, the job form will be divided into sections, allowing to easily locate the required field/s to update.


    Please follow up on Alma Release Notes for update on this development.


    Best wishes,

    Zohar Shemesh

    Alma Product Team

    Katherine O'Brien supported this idea  · 

  15. Increase the number of page range fields for Book Extract citation type

    19 votes
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    4 comments  ·  Leganto  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  16. Multiple assignees per list

    72 votes
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    3 comments  ·  Leganto  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  17. Ability to remove Associated PO Lines from a POL

    27 votes
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    0 comments  ·  Alma » Acquisitions - General  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  18. Option to define another set of records to be included in the Database search

    52 votes
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    2 comments  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  19. Improvement and development of the Leganto broken link handling

    182 votes
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    Under Review  ·  3 comments  ·  Leganto  ·  Admin →
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    Katherine O'Brien supported this idea  · 

  20. Include "Quantity for Pricing" in EDI for ebook POLs

    225 votes
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    39 comments  ·  Alma » Acquisitions - General  ·  Admin →
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    Planned  ·  AdminZohar Shemesh (zohar.shemesh@exlibrisgroup.com, Ex Libris) responded

    Dear Community,


    This is to update you that we are developing the option to send the exact "Quantity for pricing" to the vendor via EDI, for electronic PO lines.


    Additionally, we will add the "Access mode" field as an optional field to select for the "EDI Vendor Note Fields".

    Please follow up on Alma Release Notes to see when this development is released.


    Kind regards,

    Zohar Shemesh

    Alma Product Team

    An error occurred while saving the comment
    Katherine O'Brien commented  · 

    We were very disappointed to discover that the quantity field does not already go through in EDI for electronic books - this is very much not what we had expected.

    Is there any update on what quarter this is planned for?

    We use the EDI note to vendor field, as well as the access model. We've had scenarios where an ebook is available in 3U only. Our purchasing model means we require 6 user in total (so, 2 x 3U). We are unable to communicate this to the vendor in a single POL. We could always create an additional POL in that scenario, but that is unnecessary additional work given that quantity field is sent to the vendor for print POLs.

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