Alma Roadmap – Completed – 2022 H1 - Ex Libris Knowledge Center

Metadata Management

Refine Advance Search (NERS 2020 #6795) - Indication Rule Form

What’s New	Highlights	Impact
The repository operator is able to perform an improved advanced search for titles with high accuracy, using specific metadata fields and subfields. This allows for the use of criteria beyond the predefined indexes.	Ability to create an indication rule in the Metadata Editor using a form, thus making it simpler to create such rules	The staff user is able to better focus their work on relevant titles. Read more here.

What’s New

Highlights

Impact

The repository operator is able to perform an improved advanced search for titles with high accuracy, using specific metadata fields and subfields. This allows for the use of criteria beyond the predefined indexes.

Ability to create an indication rule in the Metadata Editor using a form, thus making it simpler to create such rules

The staff user is able to better focus their work on relevant titles.

Metadata import match methods enhancement

What’s New	Highlights	Impact
The catalog manager is able to import titles by Using a match method with specific ID options and with a specific order Provide conditions for a single match	It is possible to define up to 5 match methods (from the existing list of options for match methods) and define the order of using them. A new option for “Automatic multi-match handling”, under a new title (in addition to the Select Action): Avoid multi matches by preferring the last created record.	The catalog manager can efficiently update titles using accurate match methods. Read more here and here.

What’s New

Highlights

Impact

The catalog manager is able to import titles by

Using a match method with specific ID options and with a specific order
Provide conditions for a single match

It is possible to define up to 5 match methods (from the existing list of options for match methods) and define the order of using them.
A new option for “Automatic multi-match handling”, under a new title (in addition to the Select Action): Avoid multi matches by preferring the last created record.

The catalog manager can efficiently update titles using accurate match methods.

Electronic Resource Management

Automatic Upload of Electronic Holdings – Wiley

What’s New	Highlights	Impact
Upload Electronic Holdings from Wiley replaces the manual, multi-step workflow for managing Wiley holdings	Customer specific electronic holdings for Wiley content are activated automatically Integration runs on a weekly basis	Reduces manual work involved with activating and maintaining library holdings of Wiley electronic resources. Read more here

What’s New

Highlights

Impact

Upload Electronic Holdings from Wiley replaces the manual, multi-step workflow for managing Wiley holdings

Customer specific electronic holdings for Wiley content are activated automatically
Integration runs on a weekly basis

Reduces manual work involved with activating and maintaining library holdings of Wiley electronic resources.

Read more here

Overlap Analysis Improvements

What’s New	Highlights	Impact
The Overlap Analysis Tool was improved to include additional overlap comparing options and summary reporting	UX improvement for selecting content to be compared Summary reporting of overlap analysis report Additional comparing options	Better collection development capabilities of libraries' electronic resources Read more here Watch the New & Improved Overlap Analysis Tool video (4:42 minutes).

What’s New

Highlights

Impact

The Overlap Analysis Tool was improved to include additional overlap comparing options and summary reporting

UX improvement for selecting content to be compared
Summary reporting of overlap analysis report
Additional comparing options

Better collection development capabilities of libraries' electronic resources

Read more here

Watch the New & Improved Overlap Analysis Tool video (4:42 minutes).

DARA Recommendation for Standalone Portfolios

What’s New	Highlights	Impact
DARA identifies potential local standalone portfolios that can be grouped into a collection	DARA provides recommendations to review standalone portfolios that could potentially be grouped into a single collection	Inventory management is easier when portfolios are managed within collections Read more here Watch the DARA: Group Local Standalone Portfolios into a Collection video (51 seconds)

What’s New

Highlights

Impact

DARA identifies potential local standalone portfolios that can be grouped into a collection

DARA provides recommendations to review standalone portfolios that could potentially be grouped into a single collection

Inventory management is easier when portfolios are managed within collections

Read more here

Watch the DARA: Group Local Standalone Portfolios into a Collection video (51 seconds)

Physical Resource Management

Unavailable Physical Items Process Types (NERS 7177, 7350)

What’s New	Highlights	Impact
The inventory operator can control the availability of items using simple work orders ("static status")	Ability to add a new work order without a department which can be used as a 'static status' Ability to change the item process type using a custom work order Ability to change the item Process Type via the Change Physical Items job A discovery label can be added to each Process Type by a code table, for the Get It display (Fulfillment) Add Process Types to "Exclude Process Types from Publishing" Suppressed items will be marked in the search result	Increase the accuracy of item's availability in discovery. Read more here.

What’s New

Highlights

Impact

The inventory operator can control the availability of items using simple work orders ("static status")

Ability to add a new work order without a department which can be used as a 'static status'
Ability to change the item process type using a custom work order
Ability to change the item Process Type via the Change Physical Items job
A discovery label can be added to each Process Type by a code table, for the Get It display (Fulfillment)
Add Process Types to "Exclude Process Types from Publishing"
Suppressed items will be marked in the search result

Increase the accuracy of item's availability in discovery.

Acquisitions

Search PO Lines by their Notes

What’s New	Highlights	Impact
Ability to search Acquisitions PO lines by their internal notes.	When using the simple search to search PO lines, the existing "All" index was enhanced to search PO lines by their internal notes. Users can search by the full note description or perform a search by a partial description of the note content. Internal notes can also be searched using the new dedicated Internal Notes search index.	This enables Acquisitions staff to find specific PO lines by searching their notes. Watch the Search PO Lines by Their Internal Note video (53 seconds).

What’s New

Highlights

Impact

Ability to search Acquisitions PO lines by their internal notes.

When using the simple search to search PO lines, the existing "All" index was enhanced to search PO lines by their internal notes. Users can search by the full note description or perform a search by a partial description of the note content.

Internal notes can also be searched using the new dedicated Internal Notes search index.

This enables Acquisitions staff to find specific PO lines by searching their notes.

Watch the Search PO Lines by Their Internal Note video (53 seconds).

Enhancements to the PO Line "Pricing" functionality

What’s New	Highlights	Impact
Two new elements were added to the PO line's Pricing section: Update Net Price according to item quantity Discount (amount) field	Update Net Price according to item quantity (relevant only for physical PO lines) checkbox reflects the number of ordered items within the Quantity for pricing field. When the checkbox is enabled, the Quantity for pricing amount is updated automatically once the user adds/removes items, and as a result, the Net Price field is also updated. Discount (amount) field - this field enables users to insert a specific discount amount which is automatically calculated and reflected in the Discount (%) field.	This saves users the manual labor of updating the quantity for pricing when adding/removing item on a PO line as well as prevents human errors. Allowing users to set the discount amount saves the users from the need to calculate the exact discount percentage when adding a discount on a PO line. Read more here Watch the Enhancements to the PO Line Pricing Section video (2:25 minutes).

What’s New

Highlights

Impact

Two new elements were added to the PO line's Pricing section:

Update Net Price according to item quantity
Discount (amount) field

Update Net Price according to item quantity (relevant only for physical PO lines) checkbox reflects the number of ordered items within the Quantity for pricing field. When the checkbox is enabled, the Quantity for pricing amount is updated automatically once the user adds/removes items, and as a result, the Net Price field is also updated.

Discount (amount) field - this field enables users to insert a specific discount amount which is automatically calculated and reflected in the Discount (%) field.

This saves users the manual labor of updating the quantity for pricing when adding/removing item on a PO line as well as prevents human errors.

Allowing users to set the discount amount saves the users from the need to calculate the exact discount percentage when adding a discount on a PO line.

Read more here

Watch the Enhancements to the PO Line Pricing Section video (2:25 minutes).

Fulfillment & Resource Sharing

Limit Fulfillment Management Actions According to User Role Scope

Library
Independence

What’s New	Highlights	Impact
Staff users can perform Fulfillment management actions based on the scope of their roles.	Various actions on the user record such as add or remove blocks/notes/attachments, can be enabled/disabled based on the scope definition of the user role (specific library level or institution level (across libraries)). See more details in the Library Independency document. The existing library information on circulation activities can be used to limit access to the loans/returns/requests/fines&fees. See more details in the Library Independency document.	Better control over staff activity across libraries. Read more here

What’s New

Highlights

Impact

Staff users can perform Fulfillment management actions based on the scope of their roles.

Various actions on the user record such as add or remove blocks/notes/attachments, can be enabled/disabled based on the scope definition of the user role (specific library level or institution level (across libraries)). See more details in the Library Independency document.
The existing library information on circulation activities can be used to limit access to the loans/returns/requests/fines&fees. See more details in the Library Independency document.

Better control over staff activity across libraries.

Read more here

Export Resource Sharing Borrower Requests to WorldShare ILL and Tipasa

What’s New	Highlights	Impact
Alma can export borrower requests into WorldShare ILL and Tipasa for further processing.	Borrower request can be exported to WorldShare ILL and Tipasa. The lifecycle of the borrower request may continue in these systems and be further integrated with Alma via NCIP (for Tipasa).	WorldShare ILL and Tipasa can be seamlessly integrated in Alma's rota as suppliers of last resort. Requests can be fulfilled first by local rota members, and then be automatically exported to these systems for further processing. Read more here

What’s New

Highlights

Impact

Alma can export borrower requests into WorldShare ILL and Tipasa for further processing.

Borrower request can be exported to WorldShare ILL and Tipasa. The lifecycle of the borrower request may continue in these systems and be further integrated with Alma via NCIP (for Tipasa).

WorldShare ILL and Tipasa can be seamlessly integrated in Alma's rota as suppliers of last resort. Requests can be fulfilled first by local rota members, and then be automatically exported to these systems for further processing.

Read more here

Enhanced ILLiad Integration (Notes Management)

What’s New	Highlights	Impact
Including request notes in requests pushed to ILLiad.	Pushing borrowing requests into ILLiad will include request notes.	Full integration, including pushing borrowing requests notes to ILLiad. Read more here

What’s New

Highlights

Impact

Including request notes in requests pushed to ILLiad.

Pushing borrowing requests into ILLiad will include request notes.

Full integration, including pushing borrowing requests notes to ILLiad.

Read more here

Alma Analytics

Oracle Data Visualization connected to Alma

What’s New	Highlights	Impact
Data Visualization will be available via Alma	DV reports can be added as objects to Alma similar to OAS reports. DV reports can be viewed, scheduled, and sent via the Alma platform	Easily and intuitively create reports demonstrating KPI's and trends that are integrated with your Alma workflows

Consortia

Export Shared Network Zone Bibliographic Records & Portfolios

What’s New	Highlights	Impact
Consortia member's can export Network Zone shared Bibliographic records and Portfolios from within the Institution Zone	Export jobs 'Export electronic portfolios' and 'Export bibliographic records' support exporting sets of content origin 'Network and Institution'	Libraries can share bibliographic records and portfolios that are managed for them in the Network Zone with 3rd party systems using ad-hoc export utilities

Open Platform & Administration

User Experience & Accessibility

Safari Certification - Metadata Editor

What’s New	Highlights	Impact
The user can use the Metadata Editor in a Safari browser	Ability to use the MDE in a Safari browser on MacOS Ability to use the MDE in a Safari browser on iOS, using an iPad in landscape orientation	Users can use a larger variety of major browsers according to their preference

Back to User Experience & Accessibility Roadmap

Metadata Management

Refine Advance Search (NERS 2020 #6795) - Indication Rule Form

Metadata import match methods enhancement

Electronic Resource Management

Automatic Upload of Electronic Holdings – Wiley​

Overlap Analysis Improvements​

DARA Recommendation for Standalone Portfolios

Physical Resource Management

Unavailable Physical Items Process Types (NERS 7177, 7350)

Acquisitions

Search PO Lines by their Notes

Enhancements to the PO Line "Pricing" functionality

Fulfillment & Resource Sharing

Limit Fulfillment Management Actions According to User Role Scope

Export Resource Sharing Borrower Requests to WorldShare ILL and Tipasa

Enhanced ILLiad Integration (Notes Management)

Alma Analytics

Oracle Data Visualization connected to Alma

Consortia

Export Shared Network Zone Bibliographic Records & Portfolios

Open Platform & Administration

User Experience & Accessibility

Safari Certification - Metadata Editor

Automatic Upload of Electronic Holdings – Wiley

Overlap Analysis Improvements