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mgobat edited this page Jan 15, 2025 · 10 revisions

Table of Contents

Introduction

The E-Collection Quick Update app provides an easy way to update the supported fields in a set of e-collections.

Selecting E-Collections

To select the records you wish to update, navigate to a list of e-collections in Alma. You can use the "Check/Uncheck All" box to select all of the records on the displayed page. As you page through the results in Alma, the app remembers the records you selected. Once you've selected all of the desired records, click the "Update E-Collections" button.

Select Records

Updating E-Collections

For each field you'd like to update, select the action (i.e. clear, replace). Then select or enter the desired value. To update all of the records, click the "Update E-Collections" button. The following screen will show the number of records successfully update and the number of errors along with the details of failed updates.

Supported Fields

Field Options Notes
Internal Description Clear, Replace, Append Free Text
Authentication Note Clear, Replace, Append Free Text
Public Note Clear, Replace, Append Free Text
Proxy enabled Replace Yes, no
Free Replace Free, not free
Proxy Selected Clear, Replace List of defined proxies
Category Clear, Replace, Append Free text
Access Type Replace Current, Current & Perpetual, Perpetual
Counter Platform Replace List of defined counter platforms
License Replace List of defined licenses
Public Access Model Clear, Replace List of defined public access models
Library Replace List of libraries
Selective subscription Replace Yes, no
Suppress from CDI Replace Yes, no
Activation Date Clear, Replace Date
Expected Date Clear, Replace Date
Is selective Replace Yes, no
Is suppressed from CDI Replace Yes, no
Delete removed portfolios Replace Yes, no (Supported starting with the Alma May 2025 release)

Update Records

The following e-service level fields are supported:

Field Options Notes
Internal Description Clear, Replace, Append Free Text
Public Description Clear, Replace, Append Free Text
Authentication Note Clear, Replace, Append Free Text
Proxy enabled Replace Yes, no
Proxy Selected Clear, Replace List of defined proxies
Activation Status Replace Available, Not Available
Activate new portfolios Replace Yes, no
URL type (override) Replace Parameter, Dynamic
Parser (override) Clear, Replace, Append Free Text
Parser parameters (override) Clear, Replace, Append Free Text
Dynamic URL (override) Clear, Replace, Append Free Text
Display service temporarily unavailable message Replace Yes, no
Service unavailablity display message Clear, Replace, Append Free Text
Display unavailable message from date Clear, Replace Date
Display unavailable message until date Clear, Replace Date
Active from date Clear, replace Date
Active to date Clear, replace Date

Update Records

Support and Issues

If you need help with this app, you can open an issue in Github.

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