Physical Resource Management

Overview

Alma provides you with the ability to manage all aspects of physical resources. Robust workflows ensure that all types of physical items are handled efficiently, easily and quickly. Physical resource workflows are fully integrated with acquisitions and fulfillment as well as all aspects of resource availability.

Roadmap

2021 H2	2022 H1	2022 H2-2023
Holdings – New Staff Search Results	Collection Retention Holdings – Support Set Management Physical Item Staff Search - Enhanced UX Physical Title Staff Search – Enhanced UX	Holdings – Enhanced Batch Jobs

2021 H2

Holdings – Staff Search

Repository search
enhanced UX

What’s New	Highlights	Impact
A new type of search results - for Holdings - will be added to the staff search capabilities	Ability to search holdings based on holding information Ability to search holdings based on title information Ability to search holdings based on item information	Staff users will have direct access to more accurate results for holdings level records

What’s New

Highlights

Impact

A new type of search results - for Holdings - will be added to the staff search capabilities

Ability to search holdings based on holding information
Ability to search holdings based on title information
Ability to search holdings based on item information

Staff users will have direct access to more accurate results for holdings level records

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Holdings search

2022 H1

Collection Retention

What’s New	Highlights	Impact
The inventory operator will be able to manage physical items that are part of retention programs	Ability to mark an item to be retained with its relevant information The system will not allow the withdrawal of items that are marked as 'committed to retain' Ability to update retain fields in a batch process to to group of items Ability to access retain information via items search, analytics and API	The inventory operator will be able to efficiently manage items that are under retention agreements

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Holdings – Support Set Management

What’s New	Highlights	Impact
Staff users managing physical inventory will be able to manage sets on the holdings level and use these sets in jobs that support the batch processing of holding records	Ability to create itemized and logical sets from holding search results Ability to run a set of holdings on existing jobs	Staff users will be able to better automate holdings management with a higher level of accuracy

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Physical Item Staff Search - Enhanced UX

(Themes - Repository Search and Lists - Enhanced UX)

What’s New	Highlights	Impact
The Physical Item Search will be updated and redesigned for better usability, performance, productivity and overall user experience	Ability to use multi value selection facets Ability to perform cross page bulk operations Stay in context while editing items	The user will be able to quickly find items and perform actions as needed

What’s New

Highlights

Impact

The Physical Item Search will be updated and redesigned for better usability, performance, productivity and overall user experience

Ability to use multi value selection facets
Ability to perform cross page bulk operations
Stay in context while editing items

The user will be able to quickly find items and perform actions as needed

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Physical Title Staff Search – Enhanced UX

What’s New	Highlights	Impact
The Physical Title Search will be updated and redesigned for better usability, performance, productivity and overall user experience	Ability to use multi-value selection facets Ability to perform cross-page bulk operations Show more information Quickly perform actions on titles	The user will be able to quickly find titles and perform actions as needed

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2022 H2 - 2023

Holdings – Enhanced Batch Jobs

What’s New	Highlights	Impact
New bulk operations and batch jobs for holdings records will be added to Alma	Ability to use a set of holdings for new jobs covering different aspects of inventory management. For example, change holdings information will update only relevant holdings and not all holdings based on a set.	The inventory manager will be able to better automate holdings management with a higher level of accuracy

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