Patt Leonard
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22 votes
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43 votesPatt Leonard
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An error occurred while saving the comment Patt Leonard
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See also the suggestion "KBART export from Alma to include title level URL". I work almost exclusively with standalone, local bibliographic records and portfolios for electronic resources. I spend an insane amount of time in Microsoft Excel trying to match up the data fields in one Alma export with the fields in a different Alma export. I want the MMS ID and the Portfolio ID included in every export for electronic resources, whether the set was composed with a title or portfolio search. And because we can't edit the portfolio URL field, I also need an export that returns the URL, Static URL, and Dynamic URL, as well as the bib record 856, subfield u, link.
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7 votesPatt Leonard
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An error occurred while saving the comment Patt Leonard
commented
Please make this true of all such pop-ups. Alma is very "clicky", requiring lots of moving the mouse and pressing mouse clicks. More keyboard options would speed up data entry and editing.
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22 votesPatt Leonard
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An error occurred while saving the comment Patt Leonard
commented
Why can't we edit the portfolio "URL" field? We can edit the "Static URL" field. I'd love to revise outdated or erroneous URLs, and as Ms. Bearden wrote, not have them retrieved when I'm trying to search current URLs.
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9 votesPatt Leonard
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38 votes
An error occurred while saving the comment Patt Leonard
commented
Yes, yes, yes! I waste an absurd amount of time in Excel, trying to match up the output from the Admin jobs "Export URLs" and "Export Electronic Portfolios" with the repository search results page "Export list" function, to determine which MMS ID goes with which Portfolio ID and what URL.
Patt Leonard
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3 votesPatt Leonard
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15 votes
An error occurred while saving the comment Patt Leonard
commented
I drag the divider line for the left frame towards the left, so that all I can see of the templates-records-etc. area is the first few letters of each option. In the Chrome browser, control-plus will increase the size of the display and control-minus reduce it, and I use that sometimes.
An error occurred while saving the comment Patt Leonard
commented
In the MD Editor, I especially want and much prefer to use a single-space font, such as Courier, which accurately displays the spacing between words or punctuation, to make it easier to see and delete extra spaces. In an exact string search [word][space][word] will not find [word][space][space][word]. The Courier display option is available in OCLC Connexion and in Innovative Interfaces Sierra.
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66 votes
The new Alma layout provides this functionality. For example: search: Physical Holdings -->the cursor stays at the search box. Same works for Borrowing /Lending Requests search, Order lines search (when the new layout is turned-on) and all other areas moved to the new layout. Note that there’s a keyboard shortcut (/) to focus on the search, which works for all search-mode (current interface and new layout)
An error occurred while saving the comment Patt Leonard
commented
Please make this true, whenever logical, for all displays and pop-ups throughout Alma: whenever the new screen or pop-up opens, automatically place the cursor focus in the most-likely-to-be-used form input field.
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57 votes
An error occurred while saving the comment Patt Leonard
commented
We need to be able to re-sort portfolios, because sometimes volumes of a set are issued as they are finished, rather than in numerical order (such as a large collection of the correspondence of a famous person). Also we need the volume information to display on a repository search results page, both for e-title searches (in the Expand Electronic space) and portfolio searches (or when you click on the "Portfolio List" button after an e-title search).
Patt Leonard
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41 votes
An error occurred while saving the comment Patt Leonard
commented
See also the suggestion "MD editing shortcuts need to be more applicable" and combine the votes.
Patt Leonard
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19 votesPatt Leonard
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54 votes
An error occurred while saving the comment Patt Leonard
commented
See also the suggestion "Increase size of MD Editor main panel" and combine the votes.
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30 votesPatt Leonard
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12 votes
An error occurred while saving the comment Patt Leonard
commented
From the Ex Libris support customer portal, Case 00595049: "How do I link local portfolios to the CZ when match point is ISBN and there is no ISBN?"
Answer posted by Elizabeth Farrell Technical Support Analyst. "I'm afraid there's no way around the identifier requirement to link portfolios to the CZ. Without an ISBN or ISSN, local portfolios can't be linked. I believe the only way to use the CZ portfolios for these titles would be to activate the portfolios from the CZ (and replace the local portfolios)."
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6 votes
An error occurred while saving the comment Patt Leonard
commented
1. In Alma, I search for an electronic title, by title.
2. The brief display shows me a particular item we have that has four portfolios. The display has "Interface Name; Collection Name; Service Type, Availability; Portfolio". Assuming it is a multi-volume set, it needs volume number.
3. I click on the title to see the bib record.
4. I click on the Edit button to open the bib record in the MD Editor.
5. I click on the View Inventory icon to see a brief display of the portfolios. The display only says "Name: Online Full Text". It needs to show me the volume number. They display in the order they were added to the system, so, for example, in the case of a large set where the volumes were released in different years, not in sequence, there is no way to guess which of the portfolio links goes to the desired volume.
6. I have to click the Edit button for each one of those. The system always opens on the "Coverage" tab, which for my job, I never need to see. (I'm almost always checking the info under "LInking").
7. I click on the "Notes" tab to see if we added a Public Note with "See volume number" text.
8. I click on the "Linking" tab then "Test access" button to go to the resource to see what volume number it is. (I have to wait for the connection, then close that browser window.)
9. I sometimes verify the volume number and URL in the bib record 856 field.Patt Leonard
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9 votes
An error occurred while saving the comment Patt Leonard
commented
A similar change is needed on the Resource Management side: currently, Resources > Monitor and View Imports > Profile name is a "starts with" search, but Resources > Imports > Profile name is a "string anywhere in field" search. It would be better if both were "anywhere", because, like the ledger names, profile names are arbitrary and can be inconsistent, and it's hard to remember exactly what they are called.
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31 votes
An error occurred while saving the comment Patt Leonard
commented
Related to this: when bib. records and portfolios are added through a batch import, each record's history says it was added by "System". Can't it be configured to display the person who initiated the import?
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16 votesPatt Leonard
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25 votes
An error occurred while saving the comment Patt Leonard
commented
In our implementation of Alma, new UI, I do a simple search for: URL (Electronic Portfolio) / oecd ilibrary, which gives me 11 results: 3 are standalone portfolios; others are in an ecollection "OECD Periodicals". I click on the "Export List" icon and select the only option (Excel).
The resulting Excel file has 11 columns: A title; B Name; C Threshold; D title [which is an exact duplicate of column A "title"]; E underReview; F Availability; G MMS ID; H View It; I [blank]; J resultFromNetwork; and K Orders.
The first thing I have to do is delete 7 of these columns, because they are useless to me (C, D, E, F, H, I, J, and K). Then I have to start adding columns and bringing other data, copying and pasting, sorting and deleting. It's very time-consuming and aggravating.
Innovative Interfaces MIllenium and Sierra let me choose which fields I wanted to export from my search results. The selection process was a bit cumbersome, but precise: I could specify particular MARC fields and subfields, or a general category of fields such as "Titles" (to include uniform titles 245 fields, etc.). It is a HUGE shortcoming in Alma that users don't have that kind of control.Patt Leonard
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Yes to this suggestion. Also, add a result count for queries. I should not have to export the results to Excel to find out how many records Analytics retrieved.