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Information for checking on the weekly Alma CKB updates, the CZ Task List, SalesForce Cases and the NZ ERM Trello cases.

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  • Read over the Alma Weekly Update Notes

  • Check CZ Task List

  • Close SalesForce Cases

  • Trello cases

  • CDI Weekly Update notes

  • Tables below: Matching cases and CKB update notes to Task List reports

  • Alma CKB Delays (Synchronize changes from the CZ) in applying the update explained below

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ExL Removes E-collections and portfolios, how to keep them in your instance IZ:

When Ex Libris announces they are going to remove an e-collection, many times, they remove the e-collection from the CZ, making the e-collection and local collection in the IZ.  Then they will eventually remove the e-collection from the IZ.  If your library does not want this e-collection to be deleted, change the Auto-Update setting in the e-collection service from yes to no.  This will keep the collection local into the IZ until the library is ready to remove it.

Message from Ex Libris:

“The behavior for what happens in the IZ when collections and portfolios are removed from the CZ is described in the documentation here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/050Inventory/060Working_with_the_Community_Zone_Updates_Task_List

When electronic collections are deleted in the CZ, the collection is deactivated and localized, but not deleted from the IZ. When portfolios are deleted in the CZ, what happens in the IZ depends upon whether the collection is set to auto-activation or non auto-activation. If a collection is set to auto-activation, then the portfolios are deleted automatically. If the collection is set to non auto-activation, then the portfolios are localized and deactivated, but not deleted.

You mentioned that at this point institutions have had portfolios deleted with the updates in the CZ. Depending on how many perpetual access titles institutions had, it may be possible to restore the deleted portfolios using the Manage Deleted Repository tool. If that is not realistic due to the quantity of portfolios affected, I can look into whether it is possible to restore these portfolios in another way.”


Weekly Updates Presentation PowerPoint presentation in the Tech Services Open Forum
Info

Working with the CZ Updates Task List

Alma Advanced Queries to see list of e-collections in the IZ or the NZ.

Best Practices for SalesForce Cases

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