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Michael Diaz

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  1. Enable batch updating portfolios to update PO line field

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    2 comments  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Michael Diaz supported this idea  · 
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    Michael Diaz commented  · 

    Batch updating portfolios to add/edit the PO line field would be very helpful with managing large electronic standing orders.

    Electronic standing orders could be useful when high-volume title-by-title ordering and activation of ebooks isn’t feasible due to capacity constraints in technical services. For example, a small team could manage frequent purchases of term-limited and perpetual ebooks from vendors like OverDrive with just a handful of POLs on different funds. The portfolio loader could then be used to batch activate titles acquired through these standing orders.

    But currently, there isn’t a way to batch associate portfolios with electronic standing order POLs. The portfolio loader ignores the PO_Line field in a spreadsheet, and there isn’t a job for batch editing a set of portfolios to add/update POLs.

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