Alma Roadmap – Completed – 2023 H1

Planned future Community Zone operations and activities (such as the deletion of an electronic collection) are now reported to users from  Alma in the "Community Zone Update Task List" page.

This is in addition to the existing communication which is sent to customers via the Community Zone release notes.

To learn more, see Community Zone Updates Task List to Include Indication Regarding Collection Level Management.

This will simplify the way users receive updates regarding planned activities, and will provide users with the ability to best track and prepare for such updates.

Customers are able to define activation/deactivation dates on the level of portfolios.

To learn more, see Control the Availability of Portfolios Automatically at a Pre-defined Date.

Dedicated parameters on the portfolio will provide the  user with the ability to:

• Define activation/deactivation dates at the level of portfolios
• An automated job will Activate/Deactivate portfolios on the date defined

The ability to set automated controls regarding the date when a portfolio will be activated/deactivated will improve efficiency and save valuable time.

Additionally, this enhancement improves the patron experience as it minimizes the chance of displaying an electronic resource as available when it is not.

The ProQuest Ebook Central Upload Electronic Holdings integration now includes information regarding the Access Model associated with the electronic resource.

To learn more, see Ebook Central Upload Electronic Holdings - Addition of Public Access Model Information and Public Access Model to Support Subscription Titles.

A new field Display unavailable message until date was added to the Electronic Service editing page.

To learn more, see Electronic Service - Expiry Date Option for the Service Temporarily Unavailable Message.

The user no longer needs to remember and proactively move the Display temporarily unavailable message back to "No".

Additionally, this enhancement improves the patron experience as it minimizes the chance of mistakenly displaying the unavailable message when the service is back and available.

The Overlap Analysis Tool was expanded to include print titles.

To learn more, see Overlap Analysis Job Supports Physical as well as Electronic Titles.

Help libraries make purchasing decisions and assist with budget savings.

Save the library the need to generate multiple reports to identify the overlap between print and electronic resources and assist with the weeding process, for example, prioritize electronic over physical resources.

Users are now able to edit invoice line information for closed invoices.

To learn more, see Editable Lines in Closed Invoices.

For closed invoices, users with the relevant roles are able to edit the following invoice-line information:

• Subscription date range

• Additional information

• Check subscription date overlap

• Price note

• Note

• Reporting Codes 1-5

Enabling the editing of information on invoice lines associated with closed invoices allows institutions to make necessary corrections to erroneous manual input and to repair data that did not migrate fully. (The latter is primarily relevant for subscription management.)

Option to use the statistical categories assigned to patrons as input for various fulfillment related rules.

It is now  possible to use the statistical categories of patrons as input for:

• Fulfillment unit rules

• Loan limit rules

• Automatic loan renewal rules

Increased flexibility of fulfillment configuration, when both statistical categories and user groups can be used as rule criteria.

Institutions that use the Library Independence configuration are now able to use patrons' statistical categories at the library level.

• Where Library Independence is implemented, user statistical categories can be managed at the library level

• Library-level management is possible from the UI, APIs and SIS

Increased privacy by having the ability to manage statistical categories separately at the library level.

The menu search was enhanced to allow for "fuzzy" searching, locating entries in case of spelling errors and interchangeable terms.

This is part of the process of simplifying Alma workflows. For more information see the Workflow Simplification page.

• Search-matching capabilities for non-identical terms
• Search-matching capabilities for terms with spelling errors

Improved workflow that enables users to find the entries they need more easily.

• Upgrade IIIF manifest to Presentation API v3​

• Upgrade Universal Viewer​

• Support delivery of non-image sequences via IIIF, such as PDFs, audio-visual and more