New Metadata Editor Functionality
User Interface Improvements Overview
Beginning with the May 2020 release, Ex Libris is undertaking a usability improvement initiative to facilitate an enhanced user experience across Alma navigation and in the Metadata Editor. This initiative is a result of cooperation with Alma working groups and a response to wider community feedback.
For more information, see Usability Improvements.
New Metadata Editor Functionality Rollout Plan
The following table details the rollout timeline for the New Metadata Editor per functionality.
| New Metadata Editor Menu Option | Functionality | Release* |
|---|---|---|
| Save | Save Record (Split Icon's Upper action) | May 2020 |
| Save and Release | May 2020 | |
| Save Draft | May 2020 | |
| Save as Template | May 2020 | |
| Options (configuration for network members only) * Network members can contribute bib records to the network catalog, which is a central catalog for all members. |
May 2020 | |
| New | Sub-section: "Recently Used Templates" - New Feature | Q1 2021 - not planned |
| list of relevant available formats according to the configuration | May 2020 | |
| Template Display Configuration - New Feature | May 2020 | |
| Contribution to Community Zone | November 2020 | |
| Open Record - New Menu Item - not planned | Barcode - New Feature | Q1 2021 |
| ISBN - New Feature | Q1 2021 | |
| ISSN - New Feature | Q1 2021 | |
| MMS ID - New Feature | Q1 2021 | |
| Other System Number - New Feature | Q1 2021 | |
| Record Actions | Release Record | May 2020 |
| Reload Original Record | May 2020 | |
| Duplicate Record | May 2020 | |
| Derive new record (Bib only) | May 2020 | |
| Merge & Combine | July 2020 | |
| Validate (Local + network - bib + Authority + Holdings) | May 2020 | |
| Find Matches (Bib + Authority) | May 2020 | |
| Show Linkage Information (Bib only Toggle action) | August 2020 | |
| Add Note | August 2020 | |
| Assign Record to Another Cataloger (Valid for bib + Authority + Holdings) | August 2020 | |
| Release Assignment | August 2020 | |
| Suppress from Discovery (Toggle action - for Bib and Holdings) |
August 2020 | |
| Sub-section: "Set Management Tags" - Export to WorldCat - Force Export to WorldCat - Export to Librairies Australia - Force Export to Libraries Australia |
November 2020 | |
| Contribute Record to Central Catalog (For network members only) | September 2020 | |
| Copy to Catalog (For network members - for network bib) | August 2020 | |
| Share with Network (For network members only) | August 2020 | |
| Validate in Network (For local + network - For LOCAL: bib + Authority + Holdings) | August 2020 | |
| Update from Bibliographic (For Holdings record only) | August 2020 | |
| Relink to a Different Record (For Holdings record only) | August 2020 | |
| Generate Accession Number (For Holdings record only) | August 2020 | |
| Next Predicted Item's Information (For Holdings record only) | August 2020 | |
| Open Predicted Items (For Holdings record only) |
August 2020 | |
| Change Authority Placement (For Authority record only) | August 2020 | |
| See Also (For Authority record only) | August 2020 | |
| Delete Record | August 2020 | |
| Editing Actions | Add Field | May 2020 |
| Add Subfield | May 2020 | |
| Add Local Field | May 2020 | |
| Remove Field | May 2020 | |
| Open Form Editor | August 2020 | |
| Close Form Editor | August 2020 | |
| Field Information | May 2020 | |
| Cut | May 2020 | |
| Copy | May 2020 | |
| Paste | May 2020 | |
| Enhance the Record | May 2020 | |
| Expand from Template | May 2020 | |
| Add Heading Section | May 2020 | |
| Generate Author Number | May 2020 | |
| Sub-section: Add Alternate Graphic Representation | September 2020 | |
| Sub-section: Change Script | September 2020 | |
| Sub-section: Link Fields | September 2020 | |
| Unlink Fields | May 2020 | |
| Flip Fields | September 2020 | |
| Sub-section: Insert Directional Char | July 2020 | |
| Show Directional Char | July 2020 | |
| Add Inventory | Add Item | July 2020 |
| Add Portfolio | July 2020 | |
| Add Representative | July 2020 | |
| View Related Data | View Bibliographic Record | September 2020 |
| View Collections | July 2020 | |
| View in Search | July 2020 | |
| View Inventory | May 2020 | |
| View linked Data | November 2020 | |
| View Notes | May 2020 | |
| View Orders | September 2020 | |
| View Related Bibliographic Records | May 2020 | |
| View Versions | May 2020 | |
| Order | Order | September 2020 |
| Search & Browse | Browse Shelf Listing | May 2020 |
| Browse Bib Headings | May 2020 | |
| Search Resources | May 2020 | |
| Editing Pane | Field Information (action in Field level menu) - New Feature | May 2020 |
| […] (Field level menu) - New Feature | May 2020 | |
| Colored field number/indicators/sub-fields - New Feature | May 2020 | |
| Cataloger Level in Authorities | February 2021 | |
| Record's Navigation Pane | Filter list (scope filter) - New Feature | May 2020 |
| Search in list - New Feature | May 2020 | |
| Refresh list - New Feature | May 2020 | |
| Release All | May 2020 | |
| Editor Split Mode | May 2020 | |
| Pin Record List - New Feature | May 2020 | |
| Expand >> /Collapse << - New Feature | May 2020 | |
| X (close pane in pane's header) - New Feature | May 2020 | |
| (i) (pane's header information icon) - New Feature | May 2020 | |
| (save diskette icon) (auto save information) - New Feature | May 2020 | |
| Record's warning/error editing validation messages | May 2020 | |
| View Record's validation messages in split mode - New Feature | August 2020 | |
| Pushed (badge) - New Feature | May 2020 | |
| Assigned (badge) - New Feature | May 2020 | |
| View Only (badge) - New Feature | December 2020 | |
| Notes (icon badge) - New Feature | May 2020 | |
| Suppressed (icon badge) - New Feature | May 2020 | |
| Right click menu (on a record in the records list) - New Feature | Q3 2021 | |
| Informative record tooltip in records list - New Feature | May 2020 | |
| Other | Catalog Set | September 2020 |
*The timeline of the rollout plan is subject to change.
More Resources
- See Metadata Editor for more information on functionality.
- See presentations for step by step training.
Known Issues
The following table contains selected known issues.
Metadata Editor
|
Issue
|
Description
|
|---|---|
|
Both LDR fields are focused
|
When opening a record, and then clicking Split and opening another record, the LDR fields of both records are focused.
|
|
Wrong time in the tooltip of the auto-save icon
|
After manual save, the tooltip of the auto-save icon is not updated to the time displayed in "Successfully Saved" message.
|
|
Info message about linking the bib heading to authority records does not appear |
When you create a bib heading where field 650 (first indicator 1 and second indicator 0) is $$a, and then click save, the message "Alma has attempted to link the bib headings to authority records..." does not appear, or appears wrongly. |
|
A warning appears across both sides of the split screen |
On merge preview, a warning appears on both sides of the split screen. |
|
When browsing bib headings, the arrow goes over the results |
When you browse bib headings and select View for a result, the arrow goes over the left side of the split screen. |
|
White space above the validation message hides part of the record content |
When viewing two bib records with validation messages in split mode, if pinning the validation messages, the white space above the validation message hides part of the record content. |
|
Missing information when viewing representation of inventory
|
When viewing representation of inventory, some information is missing and some doesn't look as expected.
|
|
Search Resources - can't see side-by-side with an existing record |
The bib in the left pane is collapsed when the Search Resources result record is clicked, instead of the Search Resources form. There is no way to observe both the existing record and a Search Resources result. |